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https://www.google.com/amp/s/www.thisismoney.co.uk/money/markets/article-9700563/amp/SMALL-CAP-MOVERS-Midatech-Pharma-soars-BOTB-suffers.html

We have a unique asset, partnered with a global healthcare company.

And pipeline of 9 other developments.

I look at other pharmas like FARN, SNG, AVCT (not knocking them at all, just using to demonstrate comparison), they have market caps of £200m, £300m, £600m!!!!! MTPH is at £25m :)

We have a long long way to go. And market opportunity dwarfs anything out there.

With the extremely low number of shares in issue, assuming a low free float, if an institution/major Pharma want to build a stake, this will go stratospheric! Its more often than not NT to buy for any decent volume.

Let the market and industry experts absorb this game changing news, and a rerate multiples of todays share price is on the cards.

DYOR

A little patience for the BIG rewards

Thanks to sellers, load up complete.

What a silly market cap!

Will hold patiently now, serious multibagger potential!

Listened to the investor presentation from yesterday, WOW.

What I love is the pure competitive advantage, no one has achieved what they have done. And market opportunity is HUGE!!

Partnered last year with a European Affiliate of a Global Health Care Company.

Does anyone know who they are working with?

A huge premium to the share price at that time!!!

They seem pretty confident ;)

Cb - thanks

Yep i think most have not cottoned onto the enormity of this breakthrough!! Company making news. And yet not a 1 hit wonder, a nice strong pipeline. So news could come from various developments.

Many shares have recently multibagged on a lot less!

With only 63m shares, could easily 10x over time.

Lets see what happens. Exciting hold.

Ok, to be more precise, global market for mAb is $154 BILLION!!!!!!

Some covid pharma shares have a market cap of £300-400m+ (and this is short term)

What MTPH have seem spectacular! There are massive barriers to entry i.e. no competition. Hence no other company/research facility is trying to develop the same.

Very excited to buy in here on the big dip.

Can see this really taking off BIG TIME.

Todays news was a complete GAME CHANGER.

With the propriety IP, longer more knowledgeable posters, with such a tiny market cap, what are the chances one one of the Big Pharma's quickly takes this over? When the value is peanuts, and potential could be billion!

Iceman - Agree

On such strong patented technology, with a billion dollar market, could easily multi bag here!

Amazing opportunity

Two main convictions for investing in Ferro Alloys, which is driven by governement policies of all countries around the world:

1. As part of global infrastructure plan, huge amounts of steel will be required, therefore Vanadium.

$40 Trillion will be raised for infrastructure projects around the world to rival China's Belt and Road Initiative!

https://www.google.com/amp/s/amp.theguardian.com/world/2021/jun/12/g7-global-infrastructure-plan-to-rival-chinas-belt-and-road-initiative

2. VRFB's. Electrification of the World. The future of large scale stable energy storage.

Encapsulated perfectly by Sir Mick' in last weeks interview.

https://roskill.com/news/batteries-interview-with-sir-mick-davis/

As the development continues, FAR will become the largest and lowest cost producer of Vanadium, at the right place at the right time!

Long term holder of AMC, having relinquished most of my holding over the last several months. Apologies for the cross ramp, this is how we hear of other opportunities!!

Risk/Reward, for me FAR (Vanadium) is No1:

-Sir Mick Davis - Chairman (Former CEO of Xtrata, CFO of Billiton)
-Peet Neinabar - NED (Former CEO of Xtrata Alloys)
-Fully backed by Vision Blue Resources
-Fully Funded
-Zero Debt
-Low No of Shares (~500m after full VB allocation)
-2 directors hold 35% of the company
-New and existing Institutional investors bought 16.3million shares at 30pence
-Main power line connected in May 21
-Small plant about to start - cash flow $10m per annum
-Equity element of construction will be provided by VBR - $10m @ 25p & $20m @ 78p
-BFS massively expanded
-Further drilling to prove up 4 more unexplored Ore bodies - huge increase in JORC expected
-BFS completion in 6-12months
-All infrastructure already in place (road,rail, power)
-Therefore extremely low capex - ~$100m
-Will become the largest producer and easily the lowest cost producer
-Project economics out of this world - $2billion npv/IRR 96%/payback period 1 year
-Stage 1 annual profits - $100m
-Stage 2 annual profits - $400m

DYOR

For a while now I have noticed small sells throughout the day, followed by 50k, 100k buys towards close.

Looks like someone is slowly happy to accumulate at these levels, maybe mm's moving shares from impatient to patient, which bodes well.

Anyway patience is all that is required here.
Expecting progress on multiple fronts in the next few months, Drilling commencing, small project progressing, etc Im sure Sir Mick and Peet will be busy.

As Sir Mick coveyed in last weeks interview with Roskill, we are heading for a huge demand/supply crunch.

There will be an insatiable appetite for green/industrial metals. With Vanadium we have it covered from both demand points! Demand will sky rocket in the coming years, however as pointed out by Sir Mick/Economist/many other experts, supply side is MASSIVELY constrained, as the majors have not invested at any reasonable amount for many years now.

Demand/supply gap will grow going forward, which means an increase in price, like never seen before. And uniquely in the mining industry a big mine can not be bought online quickly, takes years of drilling/prep/construction. So supercycle in the commodity space is upon us, with prices increasing, majors will start reinvesting as projects become more worthwhile, however this will take years!

FAR is sat perfectly on the cusp of huge rewards:

Fully funded

No debt

World Class Management and Expertise

Vision Blue Resources Onboard

World class asset

Benefit from both the green energy revolution and the global industrial plan agreed at the G7

Will become the Largest producer

Will become the lowest cost producer (negative production cost after by products sale!!!)

Main infrastructure already in place

Projects Economics - Out of this World!

Jun 12th 2021 edition
Missing ingredients

The green revolution risks running short of minerals, money and places to build

https://www.economist.com/briefing/2021/06/12/the-bottlenecks-which-could-constrain-emission-cuts?utm_campaign=editorial-social&utm_medium=social-organic&utm_source=linkedin

Huge news for commodities coming out of the G7 summit!

$40 Trillion will be raised for infrastructure projects around the world to rival China's Belt and Road Initiative!

Commodity Supercycle has just been supercharged! Would expect all commodities to spike up on this news.

With the green revolution already underway, vast quantities of Vanadium will be required for VRFB, now with this news it could potentially provide a perfect catalyst to catapult Vanadium prices like 2017, maybe even more!

https://www.google.com/amp/s/amp.theguardian.com/world/2021/jun/12/g7-global-infrastructure-plan-to-rival-chinas-belt-and-road-initiative

Rather have the nicest tastiest jam in the world ;)
"All good things come to those who wait"

Some people are just happy with anything, give them Tesco smart price jam, and they'l be happy!!

And what was i saying about someone accumulating quietly earlier!

And just like that another late reported buy of 300k pops up ;)

Orders are being filled, hence the drop in price.

All tiny sells are being bought up in big gulps, would'nt be surprised if a institution is buying in here with Sir Mick now officially confirmed as Chairman. Sell at your own peril!

Agree with you chaps, just got to sit on your hands here, and have patience (Toughest thing to do)

When Sir Mick talks about the super cycle and green revolution it really is captivating, and also the reasons why he has invested in FAR, it can be HUGE, he certainly sees the vision, hence why Vision Blue have invested. I think the interviewer was equally captivated and intrigued and happy to just sit back and listen! Dont blame him :)

He will be selling this to the industry and the city, he has the clout to easily make this a big success.
He mentioned it a few times about 'credibility, integrity and trust' around funding and ESG, we now have one of the best in the business, and all risks have essentially been massively reduced.

One of the most important points which he touched on with regards to Major Mining Companies - i.e they dont have the time in projects like ours. Yes Sir Mick has invested money into FAR, however more importantly as Chairman he will be utilising huge amounts of his valuable time to realise the full value in FAR! Sir Mick/Peet (who has come out of retirement) and fellow investors like Tony Trahar must be very confident in creating huge value with FAR!

VERY INTERESTING

Thanks