Member Info for s_o_h

Need to tweak their wording, planning to resubmit by next friday.

Tanked when they won a grant; does that mean it'll go up on a delay? I don't understand this share.

https://www.lse.co.uk/rns/IQAI/fda-application-update-eqfqd0unkat6mbq.html

It's bizarre, particularly given AFAICT all seems to be going well.

Nice job trek. I sold a little pxc at 24, but didn't have the heart to sell my main holding, now sitting on the bottom of the ocean, with the marianes trench beside me if things go tts up with riverford or the bonds. Expensive lesson.

I've done a bit better with my ALL holding as it's gone up and down. For some reason liquidity always seems to be good there. Originally bought in in the 30s, traded my average down to 24.5. I think you're not in that one.

I think something I need to learn is to be more disciplined about selling at a slight loss, with a view to picking up cheaper. I'm always too unwilling to sell at a loss, especially if I believe in the company. But I could be picking up my dest nearly half-price compared to my recent buys, ditto iqai.

DCTA now at 17p! Their last raise was at £1.50. Can't get over it. Got to bottom soon, all still seems to be goign well there.

Yeah, I loaded up in iqai after it dropped to 4 and then 3.5 - thought I was buying the dip, but the dip kept dipping (as the crypto kids say). I think I'm just not going to look at that one for a while... Sold some of my Yu at 13 to buy it, lol.

Where did you see that?

Wish I'd had the foresight to sell, didn't think it was that bad an RNS or that the drop would be so pronounced (trek, of course, got the right call there). Considering topping up now though - back in the late 30s

Looks to me like they're most of the way to funding the DFS, with a clear path to the remaining funds.

I think 1. Should actually be $3.65M ($500,000 today plus £2.5M = $3.15M to come from the additional strategic investor).

Also, they appear to be expecting more from the $500k person ("The investor has undertaken extensive due diligence over the last four months and the current investment is viewed as an initial entry into the project ahead of anticipated further investment as required.")

Odd to see DCTA drop 10% on that contract win. Any theories?

Accelerated book build.

Curious if you have thoughts on sharenicelynow's less bullish analysis of the Yu results, on the lse yu messageboard? Not a deramper, a well-researched longtime investor.

What evidence is there of a significant buyer? sp has taken a beating, consistent with the now-reported seller.

And at reduced production rates? Does anyone know what's going on here - how are they burning cash so quickly?

Thanks Trek!

Trek or others, any thoughts on the iqai selloff - bargain or cause for worry?

An opportunity to get in cheap is a heck of a lot better than a dilution - I'm treating it as an opportunity.

FWIW, I've a few quid waiting for a top up. I just think I'll get an opportunity to top up a bit lower at the rate things are going.

Devil's advocate? They have no CEO, board would be facing calls to quit, and for all we know there might be some other problem that motivated the company to recommend the current offer. Wouldn't be a company in best working order.