Member Info for SGD27

Good news for Genmab, which I believe have a substantial royalty on amivantamab. Might this mean they end up with more cash available to deploy in our direction?

https://www.theguardian.com/science/2026/may/30/cancer-jab-can-eradicate-entire-tumours-in-patients-trial-shows

08:55 in video

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-wednesday-27th-may-2026/

Picked up by the Guardian:

https://www.theguardian.com/business/2026/may/27/recycled-tile-startup-pilot-deal-dekiln-johnson-tiles

Https://www.vo%78markets.com/research#/rnid/30_a7f2316d-50f0-498f-88b8-e30e18d03215

Would a move to the LSE main market help? There are FTSE250 companies with mcap less than £400m.

It's here:

https://maps.app.goo.gl/Gh6Ec7B7t7Syy4mm7

Anyone in Manchester a week today?

https://www.eventbrite.com/e/dekiln-open-day-tickets-1989210681697

April numbers:

Spot = 86.35 (was 84.25 in March)

Long-term = 91.50 (unchanged from March)

Sorry, 2nd link was meant to be this:

https://fieldworkrobotics.com/fieldwork-signs-collaboration-agreement-with-dynium/

Great news on 2D award. FW also progressing:

https://roboticsandautomationnews.com/2026/04/16/fieldwork-robotics-signs-collaboration-agreement-with-dynium/100688/

https://fieldworkrobotics.com/fieldwork-robotics-partners-with-portuguese-research-centre-for-sustainability-on-research-and-development-in-portugal/

"on or about 15 April 2026"

https://faron.fi/wp-content/uploads/2026/03/Faron-Pharmaceuticals-Oy-Offering-Circular-11-March-202616796734.1.pdf

Cameco March U prices now out:

Spot = 84.25 (was 86.95 in Feb)

Long-term = 91.50 (was 90.00 in Feb)

https://www.cameco.com/invest/markets/uranium-price

Long-term rising steadily now, which is what matters we're told.

HL now allowing trading in FARN.

I've messaged HL, suggesting they may have made a mistake...

I think it may be just trading in the rights that has been terminated, as per the timetable. There is no Faron RNS here:

https://www.londonstockexchange.com/news?tab=news-explorer

II is still giving quotes for FARN, though HL is not - they may have got confused!

Https://www.proactiveinvestors.co.uk/companies/news/1089555/alusid-ceo-on-tegelgroep-nederland-distribution-deal-and-growing-european-footprint.html

Https://www.share-talk.com/rns-hotlist-with-zak-mir-ekf-cne-sfor-kefi-mpe-mbo-pgh-neo-hdd-niox-tmt-bmv/

"Comment: One can contrast the excellence in business / leadership that Executive Chairman Harry Anagnostaras-Adams is regarded with in Africa, with the jibes from the usual suspect small cap bloggers / clickbait merchants who continue to try and throw stones even though the company is well above the clouds. Being fully funded, fully backed and in a massive bull market for copper and gold all suggests that the share price dip on the fundraise can be regarded as an unexpected gift."

Https://www.vo%78markets.com/articles/kefi-raises-34-million-in-placing-with-1m-retail-offer-running-parallel-b67ad99

"View from Vox

KEFI’s shares have been riding high in recent weeks, so it’s a good time to dip into the market for the final tranche of funds required to get Tulu Kapi built. It’s a big bite out of the headroom, though, as the new shares will represent approximately 28% of the issued share capital. Accordingly, the shares will be issued in two tranches, with shareholder approval required for the second, and a general meeting is expected to be held around 14 April for this purpose. That’ll be an interesting meeting to attend, as KEFI has been one of the standout success stories in the recent gold bull market, even though some shareholders have grumbled about delays. But, assuming shareholders approve, KEFI will have more than enough money in place to fund construction at Tulu Kapi from start to finish. It’s also noteworthy that new institutions have expressed interest and are coming on board."

Still waiting on HL & II.

We might as well do the ex-rights calculation for tomorrow now.

S = share price today

R = subscription price

X = ex-rights share price

(13 x S) + (9 x R) = 22 x X

Putting in some numbers, R is 50c = 43.3p. S is a bit tricky, as the UK & Finnish prices have got slightly out of step today - someone with access to both markets should have arbitraged it! I'll just use 52p.

Then X = 48.4p is the expected SP tomorrow (all else being equal, which on AIM it frequently isn't).