Member Info for simonlevert

Why so fee NHS sales? I asked my close friend with 40+ years experience as an NHS pharmacist. Conventional treatments are cheaper. It’s all about cost. An insurance-based system like the US is incentivised more to spend on better performing treatments.

AOP own 53.6% of 1,060,000,000 shares in issue (568,000,000 shares) and are the major lender to the company https://www.investing.com/news/company-news/shield-therapeutics-seeks-10m-through-share-subscription-93CH-3758762

The Earnings per Share (EPS) targets for Carclo plc’s Performance Share Plan 2017 (PSP) are structured as follows:

• Threshold Performance: No vesting occurs if the EPS is below 6.0 pence.

• Maximum Vesting: Full vesting (100%) occurs if the EPS is 10.0 pence or higher.

• Linear Vesting: For EPS between 6.0 pence and 10.0 pence, vesting occurs on a straight-line basis. Specifically, for every 0.1 pence above 6.0 pence, 5% of the EPS-linked portion of the award vests.

These targets apply to awards granted on 21 September 2023, with the EPS performance measured for the financial year ending 31 March 2026. For awards granted in previous years (e.g., 3 August 2022 and 5 August 2021), the EPS targets were set for the financial years ending 31 March 2025 and 31 March 2024, respectively. 

Notably, the EPS targets for the 2023 grant have been increased from the previous thresholds of 6.0–8.0 pence to 6.0–10.0 pence. This adjustment reflects the company’s evolving financial goals and performance expectations.

Sacking the auditor sends the message that there are no skeletons in the cupboard of the accounts. Just incompetent or badly resourced auditors.

A comprehensive evaluation of why WRkS is so undervalued by the Oak Bloke . https://open.substack.com/pub/theoakbloke/p/quirks-at-the-works?r=2ahken&utm_medium=ios

Shield Therapeutics (STX): CORP Priority Review for US paediatric indication Shield has announced that the US FDA has accepted ACCRUFeR®/FeRACCRU® as a Clinical Supplement and assigned Priority Review to extend the indication in children with iron deficiency anaemia (IDA), paving the way towards potential approval in 2026. With ongoing regulatory progress supplementing solid commercial traction we reiterate our investment thesis, underpinned by our existing DCF-derived 23p target price.

Trump signs executive order streamlining and relaxing regulations for commercial space. Space X is mentioned. https://uk.finance.yahoo.com/news/trump-order-relaxing-commercial-spaceflight-105009194.html

Article on Westinghouse ahead of Rolls in deployment of SMR’s It’s quite depressing how we never back our own technology the way that other countries do. Rolls have amazing ongoing history with nuclear in submarines https://www.world-nuclear-news.org/articles/westinghouse-smr-design-accepted-for-uk-review

Looks like Westinghouse are way ahead of Rolls in the licensing process and have already signed an agreement with Community Nuclear Power to build on 4 sites in The North East.

Currently, analysts are expecting the price of jet fuel to fall and stabilise during 2025 to around $87 a barrel. For reference, the average price in 2024 was closer to $99 a barrel.

Currently, analysts are expecting the price of jet fuel to fall and stabilise during 2025 to around $87 a barrel. For reference, the average price in 2024 was closer to $99 a barrel.

Edison analyst Katherine Thompson upgraded her year-to-May 2025 sales forecast by 11.8% to £48.1 million and now sees pre-tax profits surging from £3.4 million to £11.5 million as a result.

'In our view, said Thompson, 'the relationship with SpaceX, the potential to widen the customer base in the space market and growing penetration of the aerospace and defence market all provide avenues for sustainable growth. The company reports first half 2025 results on 4 February, when we expect an update on progress with pipeline conversion.

Could Sir Nigel’s IIG take a stake? https://iigplc.com/board-and-investment-committee/

Paul Scott reporting that he's spoken to management :Yes it means forgoing a future royalty stream, but to date there has been nothing received in royalties, and it could have potentially taken SLB years to switch over from selling 33k pa existing tech wellheads, to the new ones with Plexus IP in them. A bird in the hand, I guess.Q1. I asked if the upside case had been diminished by this deal. A1. Upside has not been diminished at all.Q2. i asked why the RNS today gave a negative impression to investors? A2. Because confidentiality agreements meant that a lot of the original announcement, which explained the deal fully, had to be cut. They're thinking of ways to clarify things to the market.

The Agreement also includes a non-exclusive licence to SLB for Adjustable Surface Production Wellheads, and HG Trees with the potential to generate royalties for Plexus from such special applications of the POS-GRIP technology.

A major point on ADC’s is that they decrease in efficacy over time. Tumor I’m cells develop therapy resistance to ADC. The half life on an ADC is typically 2-5 days. One of the major challenges of ADCs is unavoidable toxic side effects, which is caused by the premature release of cytotoxic small molecules into the bloodstream. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8389690/

This is a total upgrade in management from a year ago

Because Boston is one of the epicentres of biotechnology and med devices in the USA and therefore the home of talent and finance in this sector.

Thanks all. I’m the Twunt or Qunt you refer to. I only came up with P2/P3 data for Quint because he asked for it. He’s blocked now. I understand P3 is irrelevant for #AVCT. AVCT is my 2nd largest position. Risk reward very much in favour of a successful outcome. Toxicity data very encouraging and the Therapeutics Science Day is a genius PR move. Let’s lose the hate.

Instead of obsessing about an amount of debt that is not troubling this company let’s focus instead on the increased FCF guidance of 2-2.2bn up from previous 1.8-2.0bn only 3 months ago. Wow!!