Member Info for TastySalmon

> Surely academics don't do their R&D at the cost of the Uni and then take their profits private?

I don't know how this particular one works, but it could be patented by/for the university and then licensed to the company for the rights to use it, so the Uni gets income from it.

It also benefits the Univ having research happening, as it brings in grant money, and makes the university more prestigious so more students want to go there, pay student fees, work with the researchers.

> Either you're being inherently dim because you're mad you didn't buy in cheaper or you really need to go and do some more homework before posting here.

> If you're unable to understand the facts as they're presented then that's fine but I therefore see no reason for you to be here.

If you explain the facts in a convincing way, tens of thousands of other people reading this forum will be enthused and want to buy in, and drive your share price up.

If you smugly post insults at me, you waste their time and look like you don't have a clue and are trying to hide among the peer pressure of not wanting to admit that you don't get it either, and hope everyone else will rally around you.

There's much more reason for questions and discussions to be here than insults.

> also how many masks are just thrown on the floor etc, your dog sniffs them you touch your dog you could get covid. With these ones, your dog gets to sniff you get to touch your dog and no one get it. everyone's a winner.

Still missing the essential thing I'm trying to get at - if the COVID is trapped in the mask then it's not coming out because that's what "trapped" means - the dog is fine whatever the mask is made of. If COVID is coming out of the mask, it's not been trapped, so the copper mask can't kill it because it wasn't trapped to spend time on the copper, it went through/past/out instead.

Is there a third Schrodinger's COVID case where it's both trapped by the mask and coming through/from the mask and that happens enough for this mask to make a significant difference?

(Touching, sure, don't wring them out and then forget to wash your hands, or let the dog lick them. But unless this becomes /every/ mask, you still have to be paying attention for masks and keeping your dog safe)

> So what is your plan if it is on a mask you are wearing, hold your breath?
> Something smells fishy about this complete utter Salmon!

As I understand it, the benefit of masks is to stop you spreading COVID to others between being infected and developing symptoms, so far and away the most likely time COVID is on any mask that you are wearing is when you already have it and nothing can save you. In the less likely case that you're breathing in contaminated air and something gets through your mask, then you're at risk and copper in the mask can't help because something got past it. So this mask helps if you breathe in contaminated air AND it gets trapped in the mask so this mask could kill it AND it then gets untrapped and you breathe it in.

I mean, it can't hurt, but does it actually help? Particularly with 5 layers, isn't it more likely that breathing in will suck air around it, rather than through it?

If the mask caught it, I'm saved already and my plan is do nothing. It's caught in a mask, not in someone's lungs. You seem to be reading "kills COVID trapped in the mask" and taking the position "you can't breathe COVID through this mask it will die on the way through". That doesn't seem to be what the mask does.

> Do you think joe public will dispose of normal masks correctly the answer is no

No, I see them by the side of the road every day. I don't touch them, so I don't get COVID from them. Sunlight and drying out and absorbant surfaces will denature the virus in 1-3 days anyway - contaminated normal masks are not infectious forever.

> if you dispose of a normal mask in the correct way you put it in the bin and your happy , so what happens next the virus is still there if contaminated. THis masks can kill it get the drift or are you like many thinking i put it in the bin im safe durrrrrrrrrr !!!!!

What happens next is it stays in the bin, not infecting anyone, yes I think I'm safe. It's virus cells trapped in water drops absorbed on cloth inside a plastic bag with a lid on, I don't blend bin contents and aerosol them around the room.

> I think you're kidding. Have a look at the explanation on Pharm2Farm website and you'll get it immediately.

I looked at the DailyMail article, I looked at Pharm2Farm's news pages, product page, factsheet, and the closest I can find is the quote "While current conventional surgical masks block the virus, it can remain on or in the mask while being worn and after it has been disposed of. " and my question is ... who cares? If it remains in the mask while being worn then ... nobody is hurt so that's fine, right?
If it remains in the mask inside a trash bin after it's been disposed then nobody is hurt so that's fine, right?

So, what situation(s) will this help with to justify the term "game changer" or the suggestion here "governments should stockpile trillions"?

A normal mask catches covid inside it, why would you pay more for it to be dead? How much covid spread is caused by touching a used facemask?I don't get it; "kills COVID" sounds good, the share price might rise, but what use case will it help and how will it help?

They're not the same message, Strummer added him/herself to the top.

> No harm in that Trek although I'm staying put and 100% foccussed on the rabid investor demand that will hit when drilling gets underway

What does "fast-track" mean realistically - anyone have any guesses when drilling might get underway? Nov? Dec? Jan? Feb? Spring? Summer?

> This or possibly ORR. Would anyone rec either or both?

Only looked a moment at ORR, and saw that they are waiting on some license approvals from the government, and some of the surrounding licenses took months to approve, others took five years or more. ORR applied some 6-18 months ago, is there any reason to think these will be approved (or rejected) soon instead of taking another three years?

> AC has said falcon is beyond expectations?? When was this

Video interview with ProactiveInvestors, Mosman are retweeting it https://twitter.com/mosmanoilandgas

Andy Carroll says "next stage [on Falcon-1] is production testing, the drilling rig is moving off now, service rig is going to come onto site, 2-3 weeks until flow testing results. Given the production history on nearby wells, we're actually looking forward to putting the well straight on production. "

"You're feeling optimistic on Falcon?"

"Yeah, this was the result we were hoping for, the results are actually even better than the pre-drill expectation [...] it really came in as good as we hoped or better".

He said "I'm investing for the AUS Amadeus play so not set targets near term" - https://twitter.com/AfzalValli/status/1304458204433330178
No reason to expect he'd sell before news on that one way or the other.

If the license is that promising, why haven't Wishbone been developing it all these years?

For all the posts here going back a few pages about how bad R. Poulden is as a company leader, he would personally benefit a lot from Wishbone becoming a hundred million dollar producer, right? Instead they've gone for a yard in Honduras that makes 10k/year profit? (If they only recently got the licenses, how did they wrangle that with no money and no infrastructure?)

> AIM can be horrible. The spread on some is ridiculous I once saw one with 20% spread.

MSMN is a 20% spread now, but have a quick look at DMTR if you want to beat your record and see new spread highs!

Is there any expected timescale for the licenses being granted (or rejected)?
(The portal shows some for other companies which took ~6 months between application and grant, and others which took 3+ years).

> A 105-kilometer long railway line will be laid from Chorr to Islamkot to trans­port coal from Thar to Port Qasim and upcountry, [...] The was decided at a meeting held here at the CM House on Friday

The Friday in question was sometime in February; last time I went looking for more details about this train line, I couldn't find anything (in English) except repeats of that meeting discussion. Has anyone found more detail?

More specifically, it should be cheaper and faster to construct than a power plant, which would be useful.

> If you genuinely believe your gibberish analysis, I'm not sure that AIM is the right place for you. Putting numbers down, good, making up nonsense, not good. There is plenty of material online to put together far more realistic numbers, what happens next, is of course unknown and we all have our opinions.

Yes I'm an idiot but if there's a large missing source of medium term value in my numbers, would you point it out, please? If there's a good source online you recommend, would you name it? Vague handwaves to "dyor" and personal attacks make for boring reading.

> Tatysalmon is another paid DERAMPER. You are all transparent.

That's wrong, but it shouldn't matter either way - I've shown my estimate calculations, if you think they're very wrong in the 2020-2021 timeframe, it shouldn't take much effort to point out where and why.

> LOI is due and that alone should take us to 2p

Where does that figure come from, why 2p?

> Are there any other detailed valuations with reasoned assumptions you can link me to? Thanks

Power plant produces 1320MegaWatts of electricity, that's a fixed amount and it's the only currently planned source of income for the company, and it can't scale up just by turning the power plant up a bit, so let's take that as a figure to work from. Times x1000 to measure in kiloWatts, x24 hours in a day for Kilowatthours (kWh) per day. Sell at UK consumer electric prices of 15p/kWh for ~£5M/day income. Give 12% to Oracle for their share, that's £550,000/day or 55,000,000p, distribute between Oracle shares (1.8Bn), for 55/1800 = 0.03p/day of share value. Times 3650 days for a decade of production, that's ~110p/share...

...now adjust for more realism: Oracle can't pay out all their income because they have costs and other things to spend it on, how much, maybe half so x0.5 that figure. The power plant won't run at peak capacity all the time due to low demand times and maintainance downtime, how much will it run, maybe averaging 90% so x0.9; The power plant can't pay all its income as profit because it has running costs, how much is profit, maybe half so x0.5. The Government of Pakistan won't pay UK consumer prices for electricity, how much will they pay, maybe a fifth, so x0.2. Make up your own figures to taste...

5p/share/decade of electric sales income. In 15 years.

This is back of an envelope with made up numbers so it's clearly wrong; what back of the envelope calculations you all are doing - am I 10x too low anywhere? 100x? I can't see the suggested "multiple pence per share per news item" or £14 just based on coal calculations while there's currently no way to unlock value in the coal. Maybe in a couple of years of developments and more stable plans, but in 2020 or 2021? Someone, add some more reasons. (LOI and derisking JCC contract are reasons but why do you value them at whatever value you give them?).

I don't mean to deramp, there is still a hopeful future of multiple income streams and more value, but a long-term one. Short term, what is it that will drive it to 5p or 10p or even 2p on news?

https://twitter.com/AsimSBajwa/status/1252862574875430915

Can anyone suggest any projects which could help with national food security? ??

> TS. Welcome aboard the bb. Invested yet or still looking?

Thanks earache, I'll have a read of your links and the investor prospectus in a bit.
I've bought in (Friday, then more yesterday after reading some over the weekend) but don't read too much into that as I'm more of a chancer than a wise investor.

Seems VLU is in a good position all round - good industry for the coming months (not travel, tourism, etc), not volatile like trying to pick the right pharma company, far from the Syrian border, they don't seem to need thousands of employees to keep producing; even if they spend the cash on a drill which turns up dust what remains after would still be cash generating, large gas reserve and reasonable price at sub-20p. (But why did this guy https://twitter.com/fantasticsofa/status/1245781548936429574 think it's not profitable?).

I like it more from risk/reward/position than something like Eddie Stobart or the small gold explorers, and bought some.

Would be nice to know why Equinor pulled out, why it dropped so sharply from 150p to 77p then to 35p and people here said it was a bargain and should go up and then it halved again to 15p (haven't seen anyone who was predicting that would happen). Without understanding, I worry it will mysteriously halve again to 8p.

> Dual listing can give rise to arbitrage but I've not spotted any yet.

Haha, interesting but shouldn't have surprised me.

> Any twitter links I should look at?

Nothing you won't have seen before surely, I just search #vlu latest first, and read back the past couple of months https://twitter.com/search?q=%23vlu&f=live (skipping over the leg ulcer ones!).