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Thank you Myles for your hard work, beyond impressive.
Could someone please explain the exact relationship with Bach Bioscience and how revenues would be split going forward?
https://www.bachbioscience.com/
Thank you
I can only think the Australian investor here is very confident in the reserves. how Tony has sold this story remains to be seen . It's very hard to push this story without them. That is when the huge upside will be achieved. Has anyone got any comments on what they may have? My limited understanding is we of course have to wait for these drill results.
I was lucky enough to follow Tony Gilby, many years ago when he sold his baby Sunshine gas.i think it was about 800 percent . He is very experienced in coal stream gas and has shares in Comit Ridge in Australia.( coal steam gas)
. This company is now all about having reserves.I wish I were more experienced in assessing this tech but the potential for a huge upgrading of the share in the next 18 months is very exciting. I investment in the power lines before a certified gas reserve is strange and I have been trying to get my head around the confidence shown. the potential for solar and energy storage in Botswana is also, obviously enormous.I am hoping the power line opens further opportunities. Whether TLOU can really nail this, time will tell.How the Botswana Government, with their economy, has let itself become so reliant on SA power is crazy and this will be an enormous opportunity to become energy-independent. It looks like they are backing this finally.Let's enjoy the ride with crossed fingers.
Smashed on this. So annoyed with myself, you try and invest in things that are good for the environment and listen to all the BS. He speaks far too much and, yes lies. I even ordered the skin trust club for my wife, and very average was the response. Nothing about the breath test which doesn't work . The water kits I can only assume have vast competition d he's been given away kits for free thinking he will get big orders that haven't materialized. Out of his depth and a true clown, as am I. There must be some value in modern water but not with this idiot . What happened to the Chinese tie-up? Top 10 company in China. Just blame everything on covid. ( ow, that's supposed to be a market for us). I hold as its not worth selling
trying to get my head around this position, to which I have been battered. The debt I'm told, I called them up is 50/50 with regard to mortgages fixed or floating. So 361 Mio outstanding debt, half is going to go up considerably. Can they put up rents to cover this ... no. The government will start to cut everything. Get better yields almost from govt debt than being here. How can they ever start to realise their supposed NAV ( house price correction underway). This **** pile looks priced in.Am I missing something . Appreciate any help ? I calculate 180mio not fixed , up by 3 percent =5.4 mio pounds less their profit of 44 =38.6 mio . Im sure I'm wrong but it looks priced in for an absolute wreck of assets .trouble is no one trusts the management much or this government who will have to cut expenses . What a mess . I think all bad news priced ut they have to get rent increases . Are they matched to inflation? thnakyou
Most new drugs only pass trials with existing standard of care SOC. So, even if they pass the treatments often involve chemo and resurrection. It's hard to generalise, but many immunology treatments I believe are like this. I haven't got the figures to hand but it's pretty terrifying how much has been spent on cancer trials and how little overall survival has been improved. It's bloody depressing.AVACTA is a potential delivery system and not a new drug as such. Chemo has been the champion lifesaver when it comes to cancer. My hope is that the doctors handling the trials would stop the treatment immediately if it wasn't working . This is their duty, the patients are very sick and need Dox to survive. This is the deciding factor for me and why I have taken a huge risk with these shares. We know dox isnt entering healthy tissue due to increases in the dosage.I think if patients were not improving all treatment would be stopped. The rest is noise .Big binary event. The world will be watching
Could someone explain what is different about what Clovis oncology are doing with FAP please. Or point to a message where its covered. Sorry to ask. I see that is getting a lot of attention on the nasday .
Thankyou for anyone time
Lots of achievements, let’s hope they can keep growing . Can’t see many buyers in this market today , just hoping we have seen a bottom in the share price .??
Just for those that think results have to be spectacular to be approved .
The sobering reality is this: Ninety-five percent of experimental drugs that hit the market fail; the remaining five “might as well have failed,” she writes, as 70 percent of them have “zero effect on survival, while 30 to 70 percent actually cause harm to the patient.”
Of the 72 cancer drugs that hit the market between 2002 and 2014, the average medication prolonged life by a mere 2.5 months.
Full article
https://twitter.com/apwriter/status/1513197927124111365?s=21&t=1RP1vVB7fR7AJzCjl_NVFw
Worth a read . By far the most successful cancer drug / treatment is surgery and chemo
Step in Avacta
I wonder if someone could help. Been looking at avacta all day.The dose has been escalated beyond the normal amount of chemo? This is obviously very exciting. Am I right in thinking any healthy tissue damage would be very easy to access due to ultrasound?
Could somebody expand on this at all please? and whether I am on the right track
Thank you any time in advance
I am trying to access the
Surely the opportunity there is enormous. Please excuse my ignorance if we are already doing at least something.
Let's hope this loan gets us into some kind of joint deal with one of the majors there.
This then gets re-rated.
Seimens anyone?
I remember years of ****ing in the wind at ITM power. When the big boys arrived as shareholders things started to happen. This is what EQT need I think otherwise its all just too complicated and difficult
interesting to see big moves yesterday in the two graphite stocks I follow in the states
Graphex group up strongly in HK this morning to follow on from yesterday.
and
Syrah (tesla relationship) up to strongly.
Any thoughts on why we so dead here and any thoughts on upcoming catylists thank you for anyones time
Thank you, i hear you as i was one of the first shareholders many years ago.
All my African adventures over the years, except maybe CHAR, hit the toppish for once many years ago have been a disaster.
The continent has so much potential. The commitment by the pension fund here then is very very encouraging as it avoids your point here.
Unless you have a huge balance sheet and are a recognised global player, Govt will make you wait. And wait. And wait some more. And some more again …….
I wont be buying any more , but will watch with interest .Gas results will be the catalyst.
Need to look at what these reserves could be worth . Certainly it is one of those with enormous potential.
Thankyou
Thank you, MM
much appreciated.
SO they are making all these investment decisions on those gas reserves or do they know something we don't.?
My thoughts are years of gas flow make people very confident.I wish I was more knowledgeable regarding this resource.
Thank you for your time.
Thank you for your reply.
So what is confusing me. The pension fund commits to 10 million dollars of convertible debt.
Interest can be delayed until 18 months ...so ( that's a lot of risk)
This debt is done purely on the gas reserves? Sorry, if I am frustrating you.
So the gas reserves are high enough already to support that amount of risk ? Is there a calculation/example of value for those reserves? I guess not as very unique and I think Tony mentioned getting gas out of Botswana is a fraction of the price of getting it out of Australia.
Sorry, I think I'm just waffling. Getting that loan agreement would seem a very good move for the company .I am not sure of current cash reserves, more liquidity to expedient drilling, Or perhaps another convertible loan, which would be very good for the share price.