Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Another chunky rise but no substantial buys as far as I can see. What's going on?
All good - thanks Jonah. I moved gradually over 3 years from funds to large caps and now I'm almost exclusively invested in AIM! Risks understood.
Thanks. It does semms like a company that's practically printing money :-)
Im not an experienced investor so pls bear with me. Having read the broker note and MCAP being currently less than 10x EBITDA and forecasted revenue for next year set to double, is it reasonable to assume the SP will be double by this time next year?
I will. Thanks.
Just having a look at the Blautix webinar. Is anyone concerned that the P value for statistical significance has been set at 0.1 instead of the usual 0.05?
The interview with Christopher Mills sounds interesting - do you have a link? I have heard good things about him. Dr Barbara Murphy has a modest holding but Sarah Barrington seems to hold nothing. That seems a bit odd? She's so dynamic sounding when she talks about the company. I too was impressed with the calibre of the people involved. Fingers crossed for transformational returns this year!
Hi Steve
POLX is my other big holding both accounting for over 50% of my portfolio. Hoping for big news on both by the end of the year! So far very convinced on both but it doesn't seem as though CEO holds any stock in Verici. Am I wrong?
Anyone know the reason for the rise today or have any idea when we can expect news on the validation of Clareva and Tuteva - beyond before the end of the year? Am heavily invested heavily %wise though have only a small fund so keen to hear from others. Is the chat somewhere else?
I speak fluent Spanish - definitely approval for phase 3 randomised control trial for moderate hospitalised cases of Covid-19
I don't understand why so negative. Surely this is what every country will want as part of its arsenal against future pandemics. It doesn't look for Covid per se but can detect any pathogen. Wouldn't every country want one in every hospital and airport to monitor for new threats. It could be a blockbuster - I just hope they can deliver.
Finally, some publicity! From the POV of someone with severe peanut allergy - nearly died twice and the parent of a child with severe peanut allergy I cannot begin to explain how incredible this treatment would be. All the other treatments are based on immunotherapy which requires lifelong dosing and not guaranteed. A meta analysis of immunotherapies showed increased anaphylaxis amongst immunotherapy patients. They're eating the allergen all the time so raising the risk. A vaccine is the only remedy. Everything crossed!
I came in at 10p after the last placing. I remember people on here were very annoyed about it and thought CG a bit of a charlatan. Is he forgiven? Or so people think he'll keep doing it?
The DBV patch was refused approval by FDA and AGY has a potential permanent vaccine solution. Aimmune (nestle's treatment) is an immune treatment which you can never stop taking - basically microdosing peanuts. As a peanut allergy sufferer myself I would prefer the AGY treatment over the other two even if its years away. If it works it'll be like magic!
Useful - thanks Sanjijuelas1
When do people anticipate the next fund raise? By my poor assessment of their latest financial report they have cash for about a year. Is that a fair assumption?
I've held this share since October. I'm wondering if we're years off real movement? I'm forever reading about the microbiome in things like Medical News today/BMJ etc. It's an exciting field to be investing in but are we at the very start? If so can we imagine there will be a few fund raises along the way before the business can really take off? What are other people' expectations?
Ok - so does anyone know how much it costs to produce? It must be more energy intensive than regular salt
Does anyone know the cost of microsalt vs regular salt? Can't find any information on the website.
Thanks for that. Exactly up my street.