Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
Having reviewed again the RNS last week and the interview with Paul Emmitt yesterday, I can see why he's keen to open the new plant in a few weeks time. This technology will not only interest developed countries, but could very quickly interest major donors/lenders such as the EU, the World Bank and the Regional Development Banks support developing countries develop the circular economy and deal with the growing problem of plastic waste for which their are few solutions. A legally binding agreement on plastic is needed in 2024.
DYOR, GLA
Https://lifehacker.com/home/graphene-batteries-will-revolutionize-cordless-power-tools
GLA
For those who are still holding on to VRS you may take hope from this new discovery for graphene in Germany posted 04/12/2023. Two important findings: 1) you only need small amounts of graphene to develop magnets that are very useful for switches and storage devices like batteries; 2) to develop these magnets it is "actually quite simple," says Martin Mittendorff, professor at the University of Duisburg-Essen.
Graphene, that is extremely thin carbon, is considered a true miracle material. An international research team has now added another facet to its diverse properties with experiments at the Helmholtz-Zentrum Dresden-Rossendorf (HZDR): The experts, led by the University of Duisburg-Essen (UDE), fired short terahertz pulses at micrometer-sized discs of graphene, which briefly turned these minuscule objects into surprisingly strong magnets. This discovery may prove useful for developing future magnetic switches and storage devices. For more go to:
https://www.sciencedaily.com/releases/2023/12/231204135144.htm
This is a major advance in graphene research, but as always do your own research please.
Good luck all investors
IMHO very encouraging results for a horrible disease that's only going to grow since the pandemic.
For anyone interested: according to the NHS Pirfenidone needs to be taken orally 3 time a day to help slow down the process of scarring in IPF patients (see: https://www.nhs.uk/conditions/idiopathic-pulmonary-fibrosis/treatment/#:~:text=pirfenidone%20and%20nintedanib.-,Pirfenidone,what%20would%20normally%20be%20expected).
According to the latest study (March 2023) on the the global market for IPF drugs since the Covid-19 pandemic, it was valued at USD 3.9 Billion in 2022, but is projected to reach "US$6.1 Billion by 2030, growing at a CAGR of 5.7% over the analysis period 2022-2030. Pirfenidone, one of the segments analyzed in the report, is projected to record 5.3% CAGR and reach US$4.3 Billion by the end of the analysis period." (see: https://www.researchandmarkets.com/reports/5309488/idiopathic-pulmonary-fibrosis-global-strategic#:~:text=Pirfenidone%2C%20one%20of%20the%20segments,the%20next%208%2Dyear%20period).
So if an inhaler can be used every 12 hours (and even if two dose are missed can still remain present in the lungs for 24 hours), then it's almost certain all the biggest pharmaceutical players will be monitoring today's results...
DYOR & GLA
Check out minute 25 in the IES presentation at (also provided by Serge below):
https://www.youtube.com/watch?v=-0C8T3OPgyA
Recent news confirms IES is indeed starting to deliver...
But even more significant is just after minute 30 in the same interview:
"The product with MISTRAL [Siemens] is a total game changer... with very, very large organisations."
Minute 35:
"When we come out with MISTRAL we will come out with the most advanced flow battery on the market along multiple axes...start at 200 MW battery..."
The future has to be how we store energy (with batteries), but the future has become now.
Information only. DYOR
UQ
Beechknot. I don't think the price is moving because of your link to GB news :(
It's more to do with one of the biggest events in Crypto/DeFi on 02 Nov. when JP Morgan carried out a live trade on a public blockchain. They used the Polygon blockchain which operates off Ethereum Layer 2 and is one of the most efficient blockchains out there (dApps are growing fast on this blockchain, especially in countries like India). You can check out how JP Morgan did it at:
https://www.youtube.com/watch?v=6RFjN7bRCAI
So why is this important for OBC? Well, if JP Morgan needed cross-chain migration of their, or clients crypto assets (JP Morgan has a lot of them) they'd need a "bridge" that's cheap and very fast so that thousands of transactions/second can be "bridged" reliably and securely. Which is the fastest bridge out there for Polygon? Yeah, you guessed it...
https://bridge.umbria.network/
Hats off to OBC for choosing Polygon!!!
This is info only. Please DYOR
UQ
The RNS confirms a positive milestone has been reached to cut monitoring costs for clients. Also encouraging is the comment, "This is the first of several improvements we shall be making this year". I hope this includes monitoring energy saving/GHG emission reductions, so CKT is in a very strong position to take on US President Biden's ambitious commitment today to drastically reduce emissions in key sectors such as agriculture by 2030. I hope this will be discussed at the webinar end April as it will add massive value.
https://www.theguardian.com/us-news/2021/apr/22/us-emissions-climate-crisis-2030-biden
The fact CKT has taken on a new sales team in the US this year (see previous RNS) means taking on the climate is in CKT's interest and reach.
DYOR & GLA
UQ
Again hats off to the CEO!
The company has secured just what it needs to advance its groundbreaking research into drug repurposing - more liquidity. I particularly like the idea NFX will have the ability to generate revenue from NXP001 to support other lines if needed (in particular to support the development of NXP002). This is crucial for any drugs company. Furthermore, the communication and business strategies seem to be working much more in unison now. This still needs to be strengthened going forward as research and data collection progresses, but drug repurposing by NFX is showing very encouraging signs that this could be a gamechanger in medicine (and a win-win for all). However, the CEO should ensure the ship is watertight for any potential leaks...
IMHO although there is bound to be some profit taking over the next few weeks and the price may drift lower, but I'd hold on tight as positive data/updates later this year tend to create a lot of centrifugal force.
GLA
UQ
Very pleased to see the CEO is improving the communication strategy at NFX with updates via YouTube on the NFX website homepage. Presenting plans after the placing is a very positive development (see nuformix.com).
There is no doubt the timing of the progress in NFX002 at the same time there is growing evidence in the medical profession that IPF is likely to grow substantially as an after effect among some COVID-19 patients who undergo intensive care, is very welcome. The potential growth of IPF is a major concern globally and there is an urgent need to develop new effective treatments for IPF. For example, see Cureus (San Francisco) published this week (assessing a Roche drug for IPF):
https://www.cureus.com/articles/54513-pulmonary-fibrosis-after-covid-19-pneumonia
What is exciting about NXP002 is Anne's confirmation on the intention to do the preclinical trials of NXP002 in the interests of developing an inhaler, whichas she acknowledges is by far the most effective, cost-effective and user friendly means of treating the lungs (just look at asthma sufferers). For this reason the placing makes full sense to advance the trials on the repurposing of Tranilast/NXP002. Assuming the trials go well, NXP002 has the potential to fill a huge gap in medicine (either via SoC or administered as a monotherapy for IPF). That would be great news for IPF sufferers, the world economy and link NFX shareholders to a very valuable asset. According to my research and taking into account the probable growth of IPF sufferers, we would not be looking at a drug valued in the hundreds of millions, but multi-billion dollar medicine (and that's annually at least until the pandemic is well over).
So to sum up, good luck to the scientists at NFX (especially on NXP002) and shareholders should approve the placing. It's true the investors in the placing are likely to make an instant profit (especially after today) and there is potential for the share price to dilute after the AGM, but looking at it the other way round you could ask, why was the placing oversubscribed?
DYOR and GLA.
UQ
I'd say the RNS is actually very positive news for NXP002.
Look again at the following statement, "The data from this most recent study of Nuformix's drug candidate, NXP002, are very encouraging in combination with current IPF drugs and show clear attenuation of both fibrosis and inflammatory markers in combination with pirfenidone or nintedanib. This reinforces previous work done in our laboratories on this compound."
Now look at the following statement from the American Physiological Society on 18 Feb 2021, "...there is growing concern and considerable debate regarding the potential for coronavirus infection to contribute to an appreciable burden of chronic respiratory symptoms or fibrotic disease among recovered individuals... We do not yet know whether recovered COVID-19 patients will be at increased risk of fibrotic disease. Therefore, it is important to consider the virally activated pathways, cellular mechanisms of viral injury, and current data on recovery from coronavirus infection to begin to identify intersecting processes that may be targeted to promote resolution, rather than fibrosis, as a long-term outcome for COVID-19 patients."
Ref: https://journals.physiology.org/doi/full/10.1152/ajplung.00238.2020
So if NXP002 is contributing to a clear attenuation of both fibrosis and inflammatory markers, I don't think I need to say very much more that NXP002 is on the right track and its potential in the pandemic/post pandemic period is likely to be very important, assuming clinical trials go well.
On top of this NXP002 is linked to R&D on "inhalation devices ". This seems to be one of the most exciting areas of research at the moment and potentially one of the most mobile, quickest and deep penetrating methods to treat fibrosis. Have a look at this research at Surrey Hospital which was also picked up on ITV in January 2021:
https://www.itv.com/news/london/2021-01-22/nasal-spray-developed-at-surrey-hospital-could-kill-999-of-the-virus
The report says it all, "we need more weapons in our arsenal [other than the vaccines]"
IMHO NFX scientists are doing a great job on NFX002 in developing a state of the art treatment for fibrosis (NXP002) that seems to be exactly what we will need going forward. Let's hope the business arm will have an effective communication strategy soon...
DYOR and GLA,
UQ
Very encouraging news from the latest RNS today:
"The acquisition serves to accelerate the Group's US expansion plans, providing a footprint and an opportunity to add further scale. The Directors believe that, based on relative population sizes, the US represents an addressable market around five times larger than the UK, and therefore believe the acquisition represents a significant milestone in its growth strategy... Checkit is also pleased to announce the appointment of two senior business development executives, Kit Kyte and Steve Peck, effective 1 February 2021... Kit Kyte... was previously with New York headquartered Genpact, a global professional services firm delivering digital transformation by putting digital and data to work to create competitive advantage... Steve Peck ... was previously employed by Oracle NetSuite, the world's number 1 cloud business management software suite. Steve has considerable experience of Checkit's two most important vertical markets, Healthcare and Food Retail."
I've held this stock from the Electron days and will continue to do so. Why? Once everyone realises the potential of using the sensors and workflow to support adaptation and mitigation to climate change, the agriculture and food market alone will be enormous (accounts for around 24% of all GHG emissions globally). Furthermore, the upfront costs associated with using the sensors/software are relatively low compared to other adaptation/mitigation methods.
Just imagine if the sensors run off RE from IKA batteries in the future?
DYOR
UQ
Have a look again at the RNS:
IPF is characterised by excessive deposition and remodelling of extracellular matrix (ECM), leading to lung scarring and loss of respiratory function. Over-production of key ECM components are a key driver in IPF progression:
· NXP004 showed a dose-dependent reduction in the secretion of several key ECM components
· These data suggest NXP004 compares favourably to current standard of care with regard to anti-fibrotic activity in this model
· Delivery of a full pre-clinical study data set in multiple human IPF tissue samples is the next focus
Now have a look at a study in May 2020 on the links between IPF symptoms and those of COVID-19:
The symptoms associated with COVID-19 are diverse, ranging from mild upper respiratory tract symptoms to severe acute respiratory distress syndrome. The major risk factors for severe COVID-19 are shared with idiopathic pulmonary fibrosis (IPF).... However, the role of antifibrotic therapy in patients with IPF who contract SARS-CoV-2 infection, and the scientific rationale for their continuation or cessation, is poorly defined. Furthermore, several licensed and potential antifibrotic compounds have been assessed in models of acute lung injury and viral pneumonia. Data from previous coronavirus infections such as severe acute respiratory syndrome and Middle East respiratory syndrome, as well as emerging data from the COVID-19 pandemic, suggest there could be substantial fibrotic consequences following SARS-CoV-2 infection. Antifibrotic therapies that are available or in development could have value in preventing severe COVID-19 in patients with IPF, have the potential to treat severe COVID-19 in patients without IPF, and might have a role in preventing fibrosis after SARS-CoV-2 infection.
Source: https://www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30225-3/fulltext
Sounds to me we are about to see a new name entering the scene to (fast track) the treatment for severe COVID-19 and IPF symptoms. Hold on! Dyor. This is as exciting as CKT and IKA.
UQ
https://fuelcellsworks.com/news/cities-and-regions-support-ambitious-eu-hydrogen-strategy/
Maybe the share price increase in a company like PPS and ITM has something to do with Germany's strong commitment to H2. According to my research a company that has hydrogen applications for buses, commercial vehicles, ships and stationary power generation plus a base outside Munich is also ready for major expansion... DYOR
https://www.reuters.com/article/us-health-coronavirus-germany-stimulus/germany-earmarks-10-billion-for-hydrogen-expansion-idUSKBN23B10L
I've seen in this chat that there may be research into developing medical masks incorporating graphene properties, but has anyone any knowledge/experience in the development of medical gowns using graphene? Given graphene can be used to make medical gowns anti-bacterial, elastic, light and easy to sanitise for reuse (i.e. clean at over 130C as practiced by hospitals), graphene-based medical-wear could be exactly what we need to protect hospital staff and carers who depend heavily on imported single-use incinerated versions? Anyone any views, or spoken to VRS on this? The potential is unthinkable and a win-win for everyone...
"The company's new hydrogen-fuelled EV charger is the focus of our business for the remainder of this year and will set the benchmark for sustainable, off-grid and reliable power supply to an industry whose size is estimated to be near £100bn in the UK alone.”
Climate variability and change is already with us. Think again about the market value for clean energy and sustainable agriculture (energy production and agro-industry account for 50% of all GHG emissions). Does AFC technology meet the former? If so what will be the market value for this type of technology be in the next decade? It can only... increase.