Member Info for ThetaDecay

Https://www.livescience.com/animals/dinosaurs/t-rex-researchers-eviscerate-misleading-dinosaur-leather-announcement

Wasn't taken well by the science community last year when they announced it. Paleontologists have only found T. rex collagen in bone, not skin, and skin is the basis for leather, i.e this can be considered misleading

The following was released yesterday by Cocrystal Pharma.

"In December 2023 we received authorization from the United Kingdom Medicines and Healthcare Products Regulatory Agency (MHRA) to conduct a Phase 2a human challenge study with oral CC-42344 as a potential treatment for pandemic and seasonal influenza A. This randomized, double-blind, placebo-controlled study was designed to evaluate the safety, tolerability, viral and clinical measurements of healthy subjects infected with the influenza A virus dosed with oral CC-42344 treatment. Management determined that the low infectivity obtained in this study hindered antiviral data analysis. A dispute has arisen with the United Kingdom clinical research organization (the "CRO") that performed the Phase 2a study. The Company contends that the CRO breached its agreement in a number of respects and is requesting that the CRO refund the $6,309,000 it was paid or redo the study."

"As of the date of this Report, it appears that the Company will seek to arbitrate the dispute as required under the agreement with the CRO".

This is a nanocap biotech and they are probably lying to claim the money back, personally I'm not worried about this and it will be very hard to prove in court. Still holding.

Lithium Miners ETF is now back up to early March valuations

Yougovs polling is fundamentally flawed but its been this way since its inception due to being online only. Baz from the pub and your average joe isn't going to go online and complete a YouGov poll

Results are mixed. Adjusted profits dropped 20%, adjusted EPS down 33%, guidance underwhelming.

Strike, thats just for Rosebank, Jackdaw will contribute 3% and other projects add up probably close to high single digits. The point is that this could be much higher and the UK could have its oil needs if we allowed exploration and extraction with common sense policies like Norway. Its so low because of a deliberate decline and subsequent reliance on more imports. There are still large reserves that could convert to tax revenue, energy security and jobs. Its really a simple issue for Labour, one benefits the country, the other benefits their image to a crowd that is an increasingly smaller voterbase.

Ministers consider plans to ration petrol and diesel at the pump

https://www.thetimes.com/article/832f7cf9-8509-4fda-aca8-9885cdb2bd81

The North Sea can save Britain from oil shocks:

https://www.telegraph.co.uk/news/2026/03/21/iran-war-north-sea-drilling-restart-save-the-uk/

Surely Labour must be double thinking about their North Sea Oil policy. If oil prices stay up for a long period, there would be a lot more backlash against Labour and a lot more damage to the economy if they don't change their North Sea policy. To me it seems like Miliband must change his tune on this if it goes on for a long time which seems more and more likely, they can reinvest the new tax revenues into Energy subsidies and Renewable investments.

People seem to have no patience, its been stated multiple times it can take up to 2-3 months to finalise these large Phase III trials and to dot the i's and cross the t's on these contracts. The Iliad contract will happen, it will be more than £15 million, all it requires is a bit of patience.

I think its also short term traders who bought before rat, now seeing the SP reaction and selling their trades. All short term. I'm much more comfortable with my holdings now than I was a week ago.

Yes. Materially undervalued at current SP. Bidders will be circling the company if it stays at this price now ratification is out the way.

For anyone interested, I made Claude create an artifact to display current NAV and what the share price should be considering other Lithium mines share metrics, potential revenue and ownership structure.

https://claude.ai/public/artifacts/302de17f-05c5-4b21-8bf3-b6366366c77b

Congrats to everyone. Wow. Going to pop a champaigne tonight.

True Jack but its ultimately up to the Bank of England MPC, they are not hawkish economists on the MPC so I find increasing rates unlikely unless something happens that causes more serious effects on supply chains that won't cause a demand reduction in the economy.

It seems the market hasn't picked up on this yet. I topped up when I heard about the pensions funds investing on open. For the first time in a long long time I feel very comfortable about ratification.

The war shouldn't increase interest rates, higher fuel prices will cause a negative effect on economic activity and less demand in the economy, that should balance out the medium term inflationary effect. It might put a halt to interest rate decreases for a while but increasing interest rates for this would be an extremely stupid idea.

It's an Australian company, domiciled in Australia with their office in Melbourne. ASX is the resources market of the world, why would they just list on AIM?

These pensions funds have close connections with government ministers, their investments are aligned and the fact that large pension funds invested in ALL, tells you what you need to hear. My opinion changes when the news changes and this news today even without the quote from the ministry told me where the wind is blowing.

Been a tiring windy road for long term investors but I can see the light at the end of the tunnel.

I view the investment by Ghanaian pension funds as a very positive indicator.

Exactly, I'm not as much of a Trump hater as some others on this board but you can't say you don't want our help one week then a week later threaten us to help them or else. If Trump treated the UK a better in the past then I might be more inclined to give support but he must be delusional regarding this. US has a big enough navy to do it themselves but he doesn't want to risk the political fallout of their ships sinking.

Slow and steady re-rate. Should have been 300p before this conflict, now with oil crisis brewing I think we can hit 400p at least