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FROM FAZ on Twitter ;
ODX Just been on the phone to company and they say they haven't received any TR1's since the last market update on 1 May
Shareholder register is up to date
Suggests that L&G haven't been selling
So ? Vast majority of the population will still require/want a antibody test.
My understanding is Biosure product is a lower spec than ODX therefore we are not a direct competitor. Hope I`m right.
Just read on Twitter. Mologic now making a POC test with BioSure UK.
From memory Graham Heath put in 300k in last year’s capital raise. Jury is out on him. To date his performance has been shocking and I don’t believe he’s up to the job. Still think Majid and the asset are going to bring home the bacon .
G&A is covered. Farmin or sale of Serenity is likely. My impression from yesterdays video is they are hopefull/confident of a small scale development of the original Lib with a drastically reduced capex requirement.
No position here at the moment. But feel this is very cheap if you’re not nursing losses. West Lib and Serenity are great assets in a sweet spot production area. Perhaps they’ll farm both assets out and become passengers .
Look at his blog he’s updated it today . I take it he’s very positive.
Spot on ! Couldn't agree more.
BBN, you are pushing on a open door. I do not believe there are funding issues for this period . Like you have said this morning on Twitter the company could have communicated better . Which is entirely my point , there remain a lot of confusion which has had an adverse effect on this drilling journey. Little excitement and lots of fear .
Well lets see. Unfortunately we don't know. If the BoD knew they would have to update the market. Great thing for us is Liberators location is perfect for production so that alone ticks a lot of boxes. Its a shame the company has not released an RNS stating drilling going to plan , not had to re-spud, financially all good to complete all 3 drills and A3 will be drilled. For clarity I do not believe there is any financial issues and I know they don't have to do it.
Completely agree Zengas. Only been here few months, will be adding at these prices .
You make a very valid point regarding the Liberator CPR .
Alexio posted on ADVFN the other day that our 11.7mm 2P reserves will / is being marked by 80% because of the LP2 Drill. Which made me re-read the CPR and check what is exactly on the table. Bloody hope I read it right lol ...
Opulentia, my mind was made up a long time ago. I wish I was just joining at these prices. I`m in and with a large holding. I refer to the ops changes highlighted yesterday. Surely if they have had to change the drill for ops reasons then they have to stop or re-spud ? I don't know is the truth, hence my reason for suggesting a delay. I would like to clarify if we have stopped or been delay . Thanks hopefully you or someone can help.