Member Info for SpotTheNutters

Prop

Did my 'Pre Feas' on the other (not here), you'll know where, and frustratingly chose not to at present.

Also, did a very basic bit of due diligence and called to talk to the CEO. Over five minutes on hold in the first call, listening to the 'on hold music' which repeatedly sped up and slowed down. First option given, 'If there is an issue', so questions arose, why would there be an issue ? Why put a primary option giving a negative impression ? Called back, chose option 2 'A query with an invoice', got through to 'nobody available in the department', tried option 3 'supplier queries', more on hold music at varying speeds and gave up at that point. Conclusion for me, regrettably, lack of attention to the basics.

The reason for calling was to discuss what may be the elephant in the room, the CLN's, given their due date and the terms relating to them, which was enough to make me pause.

It's a shame, the commodity is perfect, the timing for the commodity price ascent is ideal, and I'm sure they'll overcome the CLN's in some form and it will do very well, so I remain 'on watch'.

Sorry for putting the post on here, just didn't want to be seen to be negative over there and wanted to thank you for all the information you provided.

All the Best

'Market seldom gets it completely wrong' ???

What a ridiculous statement, regularly brought forth on a day when the price isn't rising, to suit an agenda.

The market constantly gets it wrong, otherwise there would be no movement at all for any share price for any stock.

'It had it wrong' at 2p and it 'had it wrong' at 18p in the space of a month, as examples.

You're right Prop, early Q1 2026.

Funding decision.

'early in Q1 next year.'

That was 18 minutes, 25 seconds into the podcast.

Other points made on production for 2026.

One of the biggest resources of tungsten globally.

Ramping up Phase 1 production in 2026.

We can fire up parts of the mine right now.

We're an operating mine.

Can run two streams pretty quickly after the funding.

Offtakers already chasing for product.

48% IRR even at $ 500 per mtu, it's solid.

Jokingly stated 'at $ 600 per mtu, the payback period would be the length of this podcast'.

One thing my memory was totally pants on in the previous post, 'it produced 300 million tonnes already'. Nothing like it, it was 6 million tonnes ! Apologies. The point he was making that the millions of tonnes already processed gives them a distinct knowledge advantage.

400

2027 in your post isn't correct, it's 2026. I haven't watched it back again yet. but from memory, he said that the final financing decision to conclude which offer to take and in which format, and there are several for consideration, EU, Uk or USA,, 'will be early in Q1 next year'. That's 2026

So, could be as little as eight weeks from now, for all anyone knows.

Production to commence later in 2026, not those words used but that was the answer given. everything is set up and ready to go, even down to using rubber mats and rubber tyres rather than tracks for machinery to reduce noise. It's produced 300 million tonnes of ore already.

Stakker

Thanks for the link.

Watched it throughout. CEO comes across as extremely competent. This always helps in negotiations with third parties.

The interest for me, other than making a profit, is a much needed 'home grown' resource that, in part, would also support the Uk's defence and security.

It was a really good listen and now I need to perform my own 'pre-feas' and decide my own level of investment ! 😀

It's the first week of November and you're repeatedly trying to give it a negative spin about next July.

What a boring individual. Trot on !

OooOOOOoooh,, I bet Alex will be most upset by that pretence at 'filtering'. 😅

Or maybe, you're simply writing yet more tedious and unsubstantiated nonsense, Roger.

Sorry to read that Prof.

Well, in their tests, they found two antibodies, 'Graves' which increases thyroid activity, which I jokingly asked, 'why didn't you just call it 'death disease' ?, but apparently it was the chaps name that discovered it, and also 'Hashimotos', which decreases thyroid activity. The theory is that in the battle between the two, eventually Hashimotos wins, so if ever that happens, I may have to join you and take something for it.

I agree with your sentiment entirely, bring on the 'Immunormalizer' ! 😀

To go further, I know first hand that the scientific explanation for it being a game changer and the first of it's kind, given by Dr Sebastien Goudreau, is true.

Years ago, by chance, I was diagnosed with Hyperthyroidism, the only symptom being occasional palpitations and hot sweats.

I was pushed from pillar to post with different tests trying to find a diagnosis.

In the end, a T4 test showed that my levels were extraordinarily high, multiples of the acceptable maximum. The specialist highlighted that it was the highest reading he'd ever seen in his decades of practicing and tried his best to convince me to have my thyroid partly removed, a procedure that isn't always successful. 'You should be severely ill', for which I apologised that I wasn't !

I insisted on trying a less invasive route if there was one. and thankfully there was, taking Carbimazole. 'With your levels, it'll be a one in a million chance of success'. Regardless, I opted for it and it took the best part of a year to get it back to a normal level.

During that year, every time I had a sore throat, I had to get checked to see if the very high level of Carbimazole I was taking had also wiped out my white blood cells. High risk and a constant concern.

Thankfully, everything resolved, I stopped taking the drug and no recurrence.

The point being, that I know from the scientific description given, that it would be a game changer and the first of it's kind.

Dr Sebastien Goudreau, the Chief Scientific Officer, described exactly why it's a game changer and first in kind in auto-immune disorder diagnosis and treatment.

Tim wasn't claiming 'game changer', 'immunormaliser' and 'first in kind', without scientific reason already given in detail by the CSO, to back it up.

Nice try Roger.

J.K.

'Wondering if IMM extracts higher value in seperate licensing deals for each indication, rather than one single deal for all. The former looks more lucrative'

If you extend that thought process further. Up to 50. Easy to see a route to £ Billions collectively if that was the chosen route.

RNS:

"This approach can be used to treat up to 50 autoimmune diseases ("AutoIDs"), representing a major step forward in precision medicine."

Lanstead funded IMM way in advance of that.

Rookie

He was the same in ALRT, when it was in the 0.4's, then made out he'd bought at a price that wasn't available at the time after it failed to drop in price as he predicted, and started to rise.

J.K.

Could well be the case. Licensing deals galore unless one big pharma decided they wanted exclusivity and were prepared to pay handsomely for it.

Xviolet 😅

Think you may be reading too much into the reasoning for the name choice.

It describes what it helps to achieve, normalising the immune system.

Maybe they're hoping for a series, like The Equalizer, The Equalizer 2 and The Equalizer 3. 😅

Well, being as sympathetic as I can muster, given your psychiatric shortcomings, the majority of posts on here or elsewhere, are more useful than your own. Claims and predictions galore, regularly contradicted, then false denial of previous claims, and often in a single trading day.

Still, sometimes, a flair for an unrelated field of expertise can occasionally and surprisingly emerge, which I'm wondering whether this may be an example.

Firstly, how would you know the gender of an anonymous poster ? Reference 'her' in your post.

Secondly, 'local' to what or who exactly ?

Still mindful that it may just be further confirmation of the cranial challenges that you're facing.

Funny that, OneTooManyLyingPosts

You were quoting 30p - 50p for the deal that was done in September.

Just keeps giving, your historical conflicting claims. That's the beauty of lse.co.uk, you can't edit your ongoing multiplicity of lies. 😅

Oh, but you did, your memory prevents you from being a good liar.

______

Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal Structure. 14 Sep 2025 13:41

Clearly a buyout is not at all an option as indicated clearly by Tim. Having reviewed some of the deals over the last few years, you would hope that he reconsiders and tries to close a buyout deal. If not then it is critical that he secures a deal that is weighted to upfront cash and less so on milestones and royalties. Whilst the latter may be lucrative over a 5 year period, subject to 100% success, it also has high risk and we are far better with a front loaded deal. He has talked about bog deals with $50-150m up front. Hoping he can even surpass that and we can see a share price in the 30-50p range.

Or we can dare to dream….

Pfizer completed the acquisition of Seagen in December 2023 for approximately $43 billion. The acquisition was a significant move to bolster Pfizer's oncology business by integrating Seagen's antibody-drug conjugate (ADC) technology, a powerful method for delivering cancer-killing agents directly to tumors

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Onetomany

Posted in: IMM

Posts: 1,602

Price: 15.15

Deal timing 14 Sep 2025 19:29

Why did Tim explicitly say, twice, that a deal can happen any time between ‘now’ and end of the year? To express now has to mean that something could be imminent, as in this coming week.

Don't be silly OneTooFewBrainCells, you've already written that there could be a $ 43 Billion deal on the table and that the deal was done weeks ago.

You mean, you weren't telling the truth then ??? .... but you are telling the truth now ??? 😅😅😅