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I ss we have a trading statement on the 12th, presumably ahead of the agm.
Another tweet.presumably this is,or is part of,the new launch referred to in the results.nothing exciting,but just for info. https://twitter.com/Deep_Longevity/status/1775968994643562996?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
As I've commented before on the absence of any observable activity from dli for a considerable time,i should perhaps point out a tweet now,which is the first i think for 8/9 months. nothing of significance in itself, but at least a small sign of life
https://twitter.com/Deep_Longevity/status/1775596244968092123?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
Last year notice of results on 6th april and results on 18th April. so expect to hear probably by end of this week. as to the wider market, i have holdings in a number of different ares and virtually all of them have been market down fairly aggressively today. thg is not the worst.
Just a reminder that the delisting meeting is set for 4th april. will be interesting to see if aim listing stimulates any retail interest.
Morning bignose.no problem.optimism is probably going it a bit.just relief that we did not get the bad news i was more than half expecting. i do of course,entirely agree with your post (and yours dougie,morning).the level of failure to advise as to promulgated developments is what you would expect from the most tin pot of aim companies and this is,despite its pitiful market cap,a main market company.anyway, question is will we get an announcement of china submission in next couple of weeks or silence and more delay?place your bets.
i hope mrs wylie,who is after all an innocent bystander in this sorry story, does not take offence at my poor attempt at humour,or else i shall also be exiled to the realm of those to whom no communication may be extended!
bothwell good morning to you also. i suspect we are,sadly, very far from mellon's thoughts now.
I am assured that Mie Wylie is a charming lady and a highly competent CSO to boot!
Interesting post, canary.certainly puts the decision to retain the right to market in non iceland territories in an interesting light.( here could be many reasons for this, but the aim to market in say the us is clearly one strong possibility.
It is difficult to know exactly what is meant by 10 launches,as 'alunch seems to be a slightly fluid concept.we did have the option exercised by N8 for 14 additional south american countries (a not insignificant thing in itself), but i assume none of these were included in the scope of the reference to 10 new, as they were the result of the option exercise. however, i'm personally not too bothered by whether or not anything is announced, as the important news re launches/marketing is principally the US and china. also im not getting too excited by what figures are given in the results as i still think it is very early days. im more inclined to take a slightly longer term view from the perspective of the current and potential totality of the aggregated markets. there is a map on fum's website which give an indication of the reach. mightily impressive imo. i accept that there will be other views of course.
Ok the link hasn't worked.im not a member. it says chief scientific officer for regent and plethora from 2016 and gives time as 8yrs i month.
His linked in profile suggests he is still involved.obviously this is not reliable as he could have failed to update it,but 8 years and one month from 2016 would make it current.https://hk.linkedin.com/in/mike-wyllie-0057b411
Very much doubt it,bothwell. china is being run by wanbang bio, so doubt wylie would have had any influence even if he was still involved with regent. aimo
Thanks for that,lse99. much appreciated.
Thanks for that jambor.not sure as to what it means, but at least you've had a response. hopefully clarification will be provided in due course.
Thanks for that,lse99. im afraid I've looked for that statement, but without success. any chance you could point out to me where it is, as that would be greatly appreciated.
Cont.. as to dli, again i have been very concerned by the apparent lack of activity, so the statements today are mildly reassuring. they may be complete blather of course, but i note the reference to "some public hospitals" plural (although the first reference is to hospital singular). if they have indeed started to gain some traction in the hospital sector this would be welcome news and perhaps a prelude to some takeup by the insurance and actuarial sectors.revenue from dli is so far minimal, but i am encouraged by the reference to new products,so again perhaps all is not lost here.
so that's the positive aspect of my response.on the negative side there has been virtually no income from any source.exponential growth of sales in EU seems unlikely based on past experience,but who knows.this leads to the fundamental problem now, which,as you say bignose, is that we are once again running on fumes. finance is needed urgently. will mellon provide some form of loan (convertible loan notes perhaps) or will they go for an equity raise.if i had to guess ,id go for some form of loan,as i doubt there would be any appetite for an equity raise outside of mellon and co (remember the virtual lack of any non mellon take up for the rights issue) this assumes mellon is prepared to stump up a bit more cash rather than write the whole thing off,which i expect is quite likely if we are on the cusp of getting china on to the next stage etc. expect news on this front in next month or so,imo.
Had a couple of re-reads and i have to say my principal reaction is one of relief. i had been seriously concerned that the months of radio silence were indicative of not just delay,but rather of the occurrence of some fundamental and insurmountable problems,which would put an end to both china and us objectives. so, at least so far as china is concerned, i was relieved to see that things are still on track, albeit with an unwelcome delay on the manufacturer and supply front. if they do indeed complete the agreement in that respect and the submission by the end of this quarter (not a lot of time there) then it will be a positive and very welcome step forward.
the fda position is still very unclear, but at least they are not saying that the process has run its course and is now dead in the water, so some relief there also.
as to the suggestion that a manufacturing and supply agreement is unlikely ever to be completed for china, the words "as the agreement has now been finalised" do appear, even to someone of my limited intellect, to be fairly unambiguous. i accept that regent's history does lead one to be cynical, or at least cautious,as to the accuracy of formal statements,but for the time being i am prepared to go on its face value until proven otherwise.
i note the reference to SPA request in november. whilst not absolutely clear, i take this to mean that a request was made in november and that the resulting questions are now being addressed. the outcome, i accept,remains uncertain, but still a slight hope there. tbc
Yes,the bakeaway tie in seems to be yet another very encouraging development.good news.
They did indeed state in the RNS of 12th jan that the intention was to announce the results in march(including strategy), so was also expecting one by today. wont be too bothered though if they overrun a bit, as the substance is going to be more important than the timing. im also interested in what implications the works's proposed move to aim may have(if any).
Well that is the question dandaman. there does seem a very different feel now under the new ceo.i thought the RNS was well written and professional, although the omission of any reference to the ricketts claim does seem a little questionable, particularly as it was deemed to necessitate an RNS on receipt. the claim is a complete unknown at the moment (unless anyone has any more detail) and i doubt ricketts will be holding back on anything he thinks he can get.of course the claim may prove to have little or no substance or easily rebutted,but atm it is a big unknown imo. i have retained my investment here,although it is now pretty much worthless, and will be monitoring developments to see if they start to suggest an opportunity to average down, but will need to see something fairly positive and of substance before doing so.