Member Info for ThetaDecay

Exactly Homer, I've been saying this. These contracts take a few months usually, especially for a large phase III. illiad will likely use not just Hvivo for trail design consultation and HCT beds but also its trial recruitment drive via Hvivo's FluCamp subsidiary, Hvivo's immunology laboratories to measure the immune responses and Hvivo's new agent manufacture to prepare the Bordetella pertussis strains for controlled infection. All of these services means negotiations can take longer than usual. Again £15 million is a base case here, if they even use some of these additional services we would see upward of £25 million+

Don't tell me your obssessed with Trump too. oh god.

We don't know that for a fact. At the time of the offer ALL price was 10p, if they offered a 100%-200% premium, they would consult the majority shareholders and would do their due-diligance. ALL even stated it undervalued Ewoyaa and didn't release a bid price, usually the case with low ball offers. Its more likely it was around the previous bid price in 2023 or slightly lower. The premium matters in takeovers, even if the NPV hasnt changed.

Lets be honest, the committe is run by NDC members and controlled by the government. If we have seen anything the last year and a half , they are in no rush at all to ratifiy. Personally I would positively surprised if they bought it through at the same time or even in this session at all. I haven't got a crystal ball so who knows but I don't trust the NDC regarding Ewoyaa and I have been saying about the China situation for over a year and so far there is nothing to say I'm wrong. CCP will still need to buy the legal way and I have a feeling the recent bid was from a Chinese firm.

So its still "under consideration" by the Lands and Natural Resources commission.... I hate listening to these parliament livestreams, waste of time

Https://ibb.co/rGYV9s9s

TeddyKGB posted in Aus stock forum (HotCopper) it looks legit but no idea where he got it from

Depending on the response to the Ministers question, it could be a positive development or a negative one. We will see

"To ask the minister for lands and natural resources the plans the Ministry is implementing to facilitate the ratification of Ewoyaa Agreement in the Mfantseman constituency".

This is the MP of Ewoyaa's constituency who has been lobbying to get the Ewoyaa ratification passed. Will be interesting the response today but it doesn't necessarily bring ratification closer. Lets not ramp

Ghana to sign mega trade deal with China. The proposed deal would grant zero-tariff access for key Ghanaian exports. Officials say the pact could reduce the trade deficit and support job creation across multiple sectors. If concluded, analysts say the agreement could mark one of the most consequential recent steps in Ghana-China commercial relations, with potential ripple effects across West Africa’s trade landscape.

https://africa.businessinsider.com/local/markets/ghana-to-sign-mega-trade-deal-with-china-as-full-details-emerge/p40cer9

Doesn't SAV have legal trouble in Portugal? I think they are struggling to buy the baldios land and the local community have rejected it. I wouldn't go near the company personally.

https://www.reuters.com/sustainability/environmental-groups-sue-eu-commission-over-portugals-lithium-mine-2026-02-05/

It takes time to finalise these large contracts. For a Phase III, there are a lot of boxes that need to be ticked. The more HVIVO services Illiad plan to use, the longer it will take to negotiate and finalise. Like I said previously, it can take up to a few months after funding to fully set out the Phase III timeline and contracts. No idea what you're talking about with Emmes Group, Illiad have not announced anything regarding their Phase III trial since funding.

Sends a message to Ghana too. We will not sell this mine to any Chinese bidder until the ratification has passed, they will not get their cake and eat it in regards to Chinese infrastructure plans if they do not ratifiy Ewoyaa

100% share offer implies Assore's shares would be sold to the bidder too. If Atlantic sell Ewoyaa then in its current form it wouldn't make sense to stay publicly traded, their licenses are too early in exploration for public listing on its own.

The whole AI deck of cards will fall within 2 years, too much incredulous capex without profits. Amortisation cycle is a joke when you look at hyperscalers like Corweave and Nebius, its a debt/capex bubble waiting to pop. Realistically there will still be a need for S4. Softcat will be effected because they are mainly a SaaS reseller for licensing, if less corporates need software due to AI that will directly effect Softcats top line. We still in an advertising "recession" if you would call it that but I think the idea that AI will replace all high-value advertising companies is far off.

GLA

Hong Kong/Shanghai listed companies will not offer shares in western listed stocks because its not in the interest of holders to convert. If its a Chinese miner it will be cash.

We do not know if the offer was cash, shares or a mixture of both. They haven't released the bidder name, the bid price or any information regarding the details of the bid. There is no point in speculating on this, Atlantic could have released any of this information but have chosen not to as is the case with lowball bids.

Exactly, it must have been high enough for them to consider when the price was 10p per share but undervalues the company according to the points made in the RNS and not high enough to release the bid price, if it was reasonable they would have announced to attract a price floor/future bid negotiations. Makes me think it was close to previous bid price (so would have been potentially 200% premium from the 10p price of 23rd Jan. Only speculation of course but looking good for shareholders.

US DFC would not buy 100% of the shares. They invest not full ownership, offtake deals and 10-30% of shares, just a coincidence.

Would be good to know who it was too. I can't imagine they would entertain and negotiate a price lower than 30p. (30.9p is the market cap equivilant of the last Assore bid) but the fact they have said this new bid has not considered that ratification is close is making me think it was around the price of the previous assore bid (so around 30-35p), during upswings and close to ratification I can see them not announcing the price if its below 35p.