Member Info for roger65

Remark - interesting post, all based on fact.

So, this is an accurate appraisal of where P140 is - and that, let’s face it doesn’t appear to be much further advanced than it was a few years ago.

So, what has suddenly led to Tim’s recent outbursts ?

Game changing.

Paradigm shift

Truly ground breaking

On what is Tim basing these statements?

I mentioned Avion a couple of weeks ago as being a definite impediment to any potential deal. I’ve no doubt if there’s any value or truth in what Tim says then Avion will be playing hardball with a team of lawyers rather more impressive than IMM’s reps…. Although that’s assuming anyone believes there really are any talks or negotiations going on.

After all that research and knowledge you’ve obtained recently Prof, what’s your actual expectation here? Firstly if it’s a licensing deal and secondly if it’s a complete buyout? And I’m not asking so I can shoot it down in flames but purely as you are one of the more balanced and reasonable posters on this bb and I’m intrigued to know where the middle ground may lie in opinion.

Doesn’t really matter prof if the interview is from 2019! It hasn’t gained any traction yet and still has to under go phaseIII trials

I guess I look at the current value of the company and how professional it is. From current low mcap is it sensible to expect a deal worth billions? That’s a 20 bagger just for £1bn

Surely if those numbers were even just a vague possibility there would be many in this sector having a little flutter and the sp would be double where it is now.

I personally don’t think the govt wants to give any more funding to Weardale going on the current snail pace of the critical minerals policy. I actually think they are looking at the rising price of lithium and hoping the private sector will take the strain and pay for everything. When it eventually gets going and is a success they will claim it’s all because of their policy.

Hoping there might be news by the spring.

Thank you prof. That’s all good research and thank you for sharing. As I’ve admitted I’m hoping for a slightly lower entry point having sold out at around 8p on the last RNS I’ll not bother arguing any of those facts. I’m still highly sceptical about such a deal coming off for IMM and this particular ceo but there should be a deal of sorts. The interview debacle in Sept really rankles but I’ll just have to let it go. It would be good to have some confirmation that at least one third party signed up to the NDAs has begun some DD but I suspect we won’t get that, and certainly not before Christmas.

Exactly Nolopus, but it doesn’t fit the rampy narrative so you’ll get flak.

6 employees and NO income other than from tax credits. You couldn’t make it up. If Tim is offered any deal above £100m he should bite their arm off!

Of course it will dear. You keep telling yourself that if it makes you Feel better. You never know, one day you might actually get it right. And then we can all forget about the other 364 days in the year you confidently predict what’s h going to happen but doesn’t.

Er you were saying yTeeBack..?

Maybe a trip to specsavers is overdue as your view of what’s happening seems a little skewed?

What’s the betting it finishes with exactly the same paragraph as last year (including the spelling mistake hee hee)?

‘ Whist the current economic climate is difficult, Marechale Capital remains diligent and is convinced that there will be good advisory and investment opportunities in its core hospitality, renewable, clean energy and technology sectors over the short to medium term.

Mark Warde-Norbury

Chairman’

Wow 7 trades in a week! 5 sells and 2 buys.

Who ever it was that recently said this was the most boring share ever really wasn’t kidding!

Well they have taken on another Director so I guess the extra money they made from Lanstead - about £175k - will probably cover that new salary. Where on earth is Tim going to get his bonuses from if he doesn’t do another placing?! Incanthera share holders have had enough of him too with his perpetual promises that never deliver the prize he’s so excited about.

For IMM he’s now got himself in a bit of a sticky position as he’s not only promised a deal by year end and the of course had to announce it wasn’t going to happen by then but he’s just promised a delayed deal. The longer the wait goes on the more the sp will drop and the closer IMM will get to actually needing more funds. If there’s no deal by end of March I would expect another Lanstead special to be announced. The good thing though is that if it’s a rinse repeat then most share holders who have been here long enough will know Tim will at some point to do another round of interviews promising this that and god knows what else in order to send the sp soaring (for Lanstead to sell into) only next time I think many pus would bail , hopefully leaving them high and dry!

Personally I think another placing is quite likely in January or February and the excuse will be that it will strengthen the negotiating position for IMM in that deal that’s about to happen, honest!

Plummets Not planets!

Sells!

I really thought Lanstead had sold out by now but there are some extremely large delayed cells still going through every day so I really can’t think who that is. Not good though if there are other major shareholders dumping and it makes me think Tim has got a lovely treat in store for ordinary shareholders Along the lines of bad news price planets then another agreement announced with Lanstead and it’s rinse repeat for the next few months.

Yes of course it’s utter tosh, but at least it’s fun tosh. One can dream but a company currently valued at £30m with just 6 employees does not end up being bought out for 50 times its mcap. I understand the relevance of royalty and income values but there will also be a good old fashioned hustle is my guess and Tim and Ketan will be no match for the heavies representing the likes of Astra Zenica and Co.

Fun though to wile away a few mins of the day

Did try to warn people it was a half hearted attempt at a pump and dump. Drop to sub .2p definitely on the cards now

Hardly. Looks like last week’s crew picked a dud in CTAI. No interest or realistic chance of anything but another placing so I think they’ll all bail out before the end of the day and we’ll find the sp back to .2p

Professor, I’m used to more sensible posts from you so am surprised to see such a, let’s say exuberant - puttting it mildly - estimation in the public domain. Come on seriously, even 10% of that would be wildly optimistic imv.

That poor track record many are keen to sweep under the carpet Howard249. He does indeed have an appalling track record of lying to the market and deceiving shareholders holders and yet here we are, being asked to ‘hold the faith’ and ‘listen to what management is saying’ because ? Oh, hang on, the last time you said that you didn’t deliver on your promises. The guy is the archetypal AIM director and plays this market unbelievably well ie he states things unequivocally in interviews (that can’t be held to account) only to dish out repeated RNSs which contradict everything he’s led the market to believe. It’s unbelievable he’s not yet been sued but here again, he has the market hanging on his every word, hoping something might yet really happen along the lines he’s suggested. Let’s see where we are in March 2026 shall we. I would not be at all surprised that point in time to get an RNS saying here’s a really small deal worth about double the current mcap but shortly followed by an RNS telling of yet another deal with Lanstead . It’s AIM and people NEED to KNOW this kind of behaviour is not uncommon in this market. Tim McArthy has been playing it well for years and earning half a million quid a year for delivering nothing to date. Nothing.