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afternoon bignose.ive just been looking through it.am i imagining it,or is there a bit more detail about the supply chain difficulties and how they are addressing them? i haven't checked so it may just be exactly what was said before.anyway,bizarrely i feel a little more positive after reading it all.no doubt just a matter of "mood on the day" .

confident and encouraging update.should hopefully allay concerns over the first quarter position and energy costs.

not sure today's RNS will have helped sentiment,as it serves to highlight the fee structure etc.nothing we don't know about of course and the price to be paid for access to this vehicle.overall market sentiment pretty poor also which is not helping im afraid.

yes spot on imo. dont forget dougie and bothwell! although i doubt any of us were exactly tempted to rush in with further funds.nor exactly fomo is it!lol.

morning bignose.looks like you called it right re P&D. china's lockdown news and hang seng down almost 3.6% won't have helped.but obviously no substance to the rise im afraid.back to the usa for news then?

very interesting jchaplin. hadnt seen that before,thanks

we know that lanstead had 3.37% on the 22nd dec .there has been no announcement since,so either they are still over 3%, or have not followed reporting rules. hard to imagine they haven't been continuing to sell, but without a formal statement we are in the dark.my understanding is that the 2nd lanstead payment schedule runs until june (it's possible, i think, on some readings to make that july, as the start date was not given precisely).anyway,whatever the current position,one would hope we will be clear of their negative overhang by the start of august at the latest.

https://www.privateequitywire.co.uk/2022/04/21/313938/enso-seeking-series-funding-ps15m fundraising news.courtesy of cotswoldsparky on ADVFN.his comment is "looks like the trials have gone well" which seems a reasonable assumption given the fundraise.

it's certainly difficult to remember all the details of each step over a long period,but if you recall the EU situation was different. fum were relying primarily on the med 3000 trial data,which was detailed in top line form to the market in dec 2019, to form the basis of their technical file for CE application. as such there wasn't really anything new to be disclosed. obviously with the FDA de novo application, new data is being generated and i am certain that will be disclosed to the market at the appropriate time after the trial completes, just as with a brand new trial, which is, of course, what it is.provided that is confirms the previous results, according to the criteria and parameters agreed with the the FDA,all should be fine.fingers crossed.

morning bignose.i understand your conundrum and share your puzzlement, but can offer no explanation,other than to say how often have we seen on bbs the phrases "why are people selling now? it makes no sense" "selling now is madness" etc. yet they do and it apparently has no rhyme or reason. i find it best now not to try and read too much into any of it,as I've been wrong so often about things that i no longer trust my judgement,im afraid.glad you're still positive about developments and it does feel as though this year could be the one that sets the definitive direction for future travel.onward and upwards as they say!

yes it's all bothwell's fault, either that or the lack of spinach. idid my best though by saying i was expecting a lot more, so im certainly not to blame!
on a serious note, i don't think i would categorise it as a pump and dump. todays volume is only a fraction of yesterday's and im not overly surprised by the pullback.truth is we will never know what caused the rise (i agree that going over 40 % at one point was very surprising) and there may have been several factors.it does give an indication of what could happen with actual positive news(i appreciate we have been disappointed before,e.g. china,so no guarantees of course). so overall im feeling a tad more positive than on wednesday.pleased to see DVP maintaining s/p above the 3.25 asd level.perhaps news in that connection soon?

apologies for the puerile post earlier.i certainly wasn't expecting today's rise,but obviously very pleased to see it. no news to support or explain the rise so perhaps just benefitting from the positive market sentiment heimdal describes.as such we will have to hope it holds going forward.anyway,it gives a slightly better base on which to build if there is actual news shortly.

darth not quite following that.can't recall them ever saying launch "by h2". my recollection is that all formal statements referred to 2022,with no further specificity.happy to be corrected if you can point me to the specific "by h2" reference.obviously i would expect some sort of update on the 26th as part of the results.

morning all.its obviously the spinach!

we had an operational update on 20th dec, a collaboration announcement on the 23rd march and half year results due on 26th april. not really radio silence imo

hoping for a lot more than that bothwell! now where's the spinach?

agreed bignose,erp certainly seems a tad livelier.fingers crossed as always.

continued.in fairness juvenescence has actually launched its metabolic switch product, so the ipo may still be on the cards for the near term.my point really is, as was pointed out by you a few days ago, erp is just one of many pies currently benefitting from the insertion of the mellon digits.

continued.no SEED certainly hasn't benefitted from yooya's involvement,r indeed anything else as far as I can see.more unhappy shareholders.in the context of the longevity sphere,i had an email a few days ago inviting me to a Juvenescence podcast in may, but the interesting thing was it was headed with a statement that juvenescence will be raising funds later this year.so presumably the IPO which has been scheduled for "next year"for a number of years now,will probably not be this year,but maybe next year,or the year after ,or....

morning bignose.i do occasionally eat spinach,but always under duress from my wife who says it is good for me.personally i think it is one of the devil's foods,the primary one being pearl barley ,closely followed by jam roly poly.i expect that if erp did move into the spinach field (is this one of those white spaces mellon is always going on about )it would immediately be discovered the,contrary to the putative health benefits,it is actually one of the most toxic substances known to man and be met with total world wide ban.