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If my post theme was "this company doesn't look very special, there are countless others" then your question would be a valid one. But the actual theme was "this company looks promising, does anyone else think the reason the shareprice didn't go up as much as some people expected was because it will take a long time to get that headline figure?". You answered my question by reaffirming the headline and asking me to find other companies the same. Not relevant. As I said, I'll ask my question directly and post back results.
Rather than bumble around with you, I'll just post my questions to contact@c4xdiscovery.com and report back the answers.
But answering a question with a question is exactly what you did first time around. Since then I've told you that your question isn't relevant and you've repeated yourself by asking the question again and accusing me of repeating myself. Excellent work.
Here you go Revoy, 2nd to last paragraph in Fourprinces link below.. "Another concern is that drug-development revenues come in stages. Even if it does win licencing deals, C4X could have to wait years before scooping up big money and may need to tap the markets for more cash to keep it going until then." And the fact that you mentioned the 300m again proves my point, you're not looking past the headline. Devil is in the detail!
He certainly does have some pedigree in this area. Handy vid here explaining their business model. https://www.youtube.com/watch?v=_3wpgutF7TU
Why do i need to find another one? What relevance does that have to my question? OK then, you tell me when the 300m will be in their account?
Revoy, I think you're still looking at the headline. How much of that 300m will be achievable in the short term? If your answer to that is all of it, then the mcap would have hit the 100s of millions yesterday wouldn't it?
Hi All, I've been taking a look into C4XD since the gains yesterday. The science is very interesting and they seem like they have a USP and some clever people working for them. I think this could really take off over the next 3 or 4 years. Now to the RNS yesterday, 294m headline number sounds great. 10m upfront. For the rest of it, the massive majority, there are milestones to pass. I guess these are linked to Indivior passing through clinical trials, getting approval and commercialisation. And I also guess, this process, like for other discoveries, will take a very long time to reach commercialisation and has a high chance of failure along the way. So is the market just pricing in the 10m, and a very small percentage of 284m? Hence why the price didn't rise as much as some expected yesterday. Now I don't see this as bad news. Having read up on the company, it seems like they could have 3 or 4 discoveries per year, so the advance money could still be a considerable amount each year. And as these build up, some of them will hit the milestones and more money will roll in. But what I don't see is a massive SP explosion (as in 3+ times the current new price as I've seen mentioned) over one deal. As to get all money mentioned in the headline, lots of hoops must be jumped through and it could take a decade if ever. Once many discoveries find partners then this issue is derisked somewhat, but that will take time. I'm tempted to buy in on Tuesday, and if I do, it would be for that latter reason. As I like the look of this business and how quickly and accurately they can make new discoveries. But I'm not pricing in the rest of that 284m at this point. I would love to hear other people's thought on this.
Does anyone have any estimates on what Icliprim is likely to generate on an annual basis assuming FDA approval? Can a reasonable estimate be worked out from Vancomycin's current revenues? I think I read somewhere that there are about 25% of cases where Vancomycin is not suitable. Is this all of Icliprim's potential market or just some of it?
Btw, who was the broker that PHE used in past for placings? The reason I ask is that I was at an investor evening for Immupharma last Monday in London that I attended. It was organised by Turner Pope who put on IMM's placing last month. The reason I found out about PHE is because a Turner Pope rep mentioned them to me whilst he was explaining what they do. I.e they do placings for lots of AIM companies big and small. If we already know that Turner Pope are PHE's brokers then this doesn't mean anything. But if the relationship is new, then there is almost certainly a placing on the way.
Here's what I sent to my MP, feel free to use or lose what you like... Hi_____, I'm a local resident in your constituency, in _______. I wanted to contact you as I've discovered something that could be of interest to you. There is a UK start up business called PowerHouse Energy, who have successfully turned rubbish, that would be otherwise headed for landfill, into clean energy, namely Hydrogen. By heating up old tyres, household plastic waste, and plastic washed up on our beaches to super high temperatures, they are able to reorganise the molecular structures to release the inherent energy stored within the waste. They currently have a working prototype and are starting to get interest from bus companies who need hydrogen for mass transit in cities. It is very early days for them and they are not yet up and running commercially. But from an ecological point of view, after reading up about their business over the last few days, I think this could be a game changer. Turning our waste into something useful might even save the earth one day! And politically, it seems like the timing couldn't be better with a lot of pressure on European governments to cut down on landfill, the rise in plastic in our oceans and also China no longer wanting to process our waste for us anymore. At the moment, there seems to be little knowledge that this kind of technology exists, especially in the public sector. They also seem to be the only guys doing it, so it's brilliant that they are UK based (North East England). The hydrogen they are able to produce is about a 3rd of the financial cost and 1/16th the environmental cost of the 2 traditional hydrogen production methods. I can see city councils buying a machine and producing their own hydrogen. If you station one next to a rubbish dump you've got a very efficient production line! I would also like to state that I do not work for this company. I'm just trying to raise awareness for the potential of this technology. Here is a link to a good summary of what they are doing... https://www.powerhouseenergy.net/wp-content/uploads/2018/02/PowerHouse-Energy-Shares-Spotlight-Feb-2018-2.pdf Not sure if this is of interest to you, or if you think I should talk to someone within Haringey Council or TFL instead? Just wanted to make you aware, any advice welcome. Thanks for your time,
I've just finished emailing David Lammy, my local MP. And also Mr Money Mustache in the US. He has a blog readership of millions of people, mostly NAM based but lots in the UK and Europe too. He loves environmental technology projects, especially ones with game changing potential. One blog post from him and a lot of like minded people will be looking into PHE. Anyone know anyone within TFL or the city councils?
Just bought 173913 shares. Next year Rodney! Oh alright, 10 years....
One more question, what is stopping another company from doing what PHE are doing? Are they covered with patents or is the efficient conversion of waste to hydrogen prohibitively difficult to replicate?
Thanks Audible!
Question, sorry if it's already been asked. What happens to all the CO they capture during the process? Does it have any commercial benefit to anyone or are they just bottling it to save it going into human lungs?