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My listening on first go appears to be the fund raise does not need to be used for its intended purpose that is going to funded from North America. However CIZ are developing other cancer tests and other formats of testing such as LFT, so cash will be used there. I really need to listen again, there was a lot of information in there.
There are alternatives to a buy out, which would require little capital, and make Cizzle a dividend paying company.
JV with Biotechne, where Biotechne get to sell their hardware/consumables to the JV, Cizzle licenses the IP.
JV with Corepath where Corepath provide the capital to buy the hardware/consumables from Biotechne, and do the marketing, Cizzle provide the IP license. Could be worldwide, could be just USA.
I think there are multiple ways to get this to done.
The shareholders of Cizzle will drive what the ultimate solution is, I would be happy for buy out or JV, if they can get the product to market save lives and we get fair value, which I find hard to calculate.
It seems that progress is being made, from what looks like a very long slog to date.
Risky business doing oil and gas, risky still to be playing in one geographical region, especially with Russia as a neighbour....but that is also a strength in the Georgians need energy security and have the resource under their feet. Risk but plenty of potential reward to be seen here.
The thing about the interview that got my interest was the gas storage potential, I feel this is where the MoU is most likely focused.
I'm watching now for news of more production, which will demonstrate that no funding is required, then further clarity on the energy storage.
the put on conduit shares came at a cost, why would you do that unless you plan to sell? If you plan to hold longer than nine months then surely you would not need an option. therefore for me, CIZ is well funded for the foreseeable ....
I bought in while back a little speculatively, but feel recent RNS showing where and how oil and gas will be extracted.
The MOU where they are exploring carbon storage is very interesting, won’t be a short term play there, but looking at the potential of Georgia to take in co2 from neighbouring countries, and it’s own emissions in hard to abate sectors like cement could do very well.
I am seeing less downside risk and some short term upside and now even longer terms plays.
I would really like more information from the RNS, hopefully an interview is lined up to elaborate on this.
The current agreement with Uni of York ends in December, so assume this agreement extend this until Dec 2024?
Is the agreement to complete the work on the optimisation? or is this more about detecting other cancers.
What do the Uni of York get out of this, are CiZ paying cash, or do they have a stake in the company?
Does the development in USA and China rely on the work in Uni of York in order to get to commercialisation.
I guess I am really looking to better understand when CIZ can start to commercialise this.
There is a lot of very rampy posts given the excitement of a large shareholder buying up huge %ages of stock, and the likelihood of good news around the corner.
Does anyone have any views of how this plays out longer term? In the interview last week Alan alluded to the license cash allowing for cash to develop the business alone in rest of the world. Also development of tests for other cancers.
This is a small company in terms of people resource, who are the likely big pharma/bio companies that would buy out Cizzle, at what stage of the development cycle and realistically how much cash do they have to do that?
I am pretty sure Alan will have a plan for exiting the business at some point and he will keep his cards close to his chest on that, but any insight from others would be welcome.
https://stockboxmedia.com/interviews/registration-form/
Link to register for the interview above.
This article https://www.sciencedirect.com/science/article/abs/pii/S0378426616302035 might help understand a code 1. I have seen a few 1 share trades over the last few months....nothing happened on the back of it, however I guess it is fun to dream the dream.
Great find Neil, Here is the link to a summary of the report. Cizzle mentioned at 6.41. I would love to find out what the report says about CIZ.
https://markets.financialcontent.com/stocks/article/bizwire-2023-2-8-global-companion-diagnostic-markets-report-2023-the-future-of-diagnostics-by-application-technology-and-funding-with-customized-forecastinganalysis-and-executive-and-consultant-guides-researchandmarketscom
Until we get news on a deal in China or USA or maybe another buyer of 7% of the stock, I guess we are just left waiting., to see how the low risk big upside potential of CIZ will play out.
If you are a little impatient of waiting, just for fun, stand up and try to touch your toes....if you cant touch your toes, stick your tongue out while doing it and see what happens (spoiler alert you will most likely touch your toes).
https://twitter.com/MrChrisHutch/status/1618590989316419585?s=20&t=mRApRYKOIrDRyb8o2dIrMw
Very interesting RNS this morning on a put option, not seen this type of deal with shares before, at first look it offers a profitable deal for Ciz, and manages risk on downside and offers upside opportunities. Hopefully a very smart trade.