Member Info for unknownquantity

I agree with you Constructivenews. AFC's technology needs far less local clean water availability and electricity than electrolysers. That means cheaper H2 with less GHG emissions. Even if you have to ship ammonia, AFC's tech could be applied to produce hydrogen portside for ships. That must also be in the mind of the S&P 500 partner, hence the mention in the RNS that they are interested in "portside hydrogen pipeline filling in Northern Europe".

As water scarcity grows globally (including the US) and low emission mobile and scalable tech is increasingly needed, AFC's technology has the potential to become a major player in the energy market.

GLA

Usually the main reason for remaining secret is because the company in question wants to keep its competitive advantage (against competitors also interested in AFC's technology). This is important because the company will have to negotiate its commercial terms with AFC once they have more feedback on the efficiency of the ammonia crackers. The JDA is, therefore, a win-win for the company and AFC and shareholders should be confident but patient. AFC could become a household name in the energy market in 2027 (if the tech does what it says on the tin).

GLA

Sie haben Recht, die Unterstützung des S&P500-Unternehmens stellt einen bedeutenden Meilenstein in der Geschichte von AFC dar. Die Kernbotschaft der RNS ist die Fähigkeit von AFC, seine Technologie zu skalieren, um die Nachfrage (groß und klein – mobil und fest) zu decken. Sobald wir das Unternehmen kennen, gibt es kein Zurück mehr.

You are right, endorsement of S&P500 company represents a significant milestone in AFC's history. The key message in the RNS is AFC's capacity to scale up its technology to meet demand (big and small - mobile and fixed). Once we know the company, there will be no turning back.

GLA

Yes, I agree stop this pumper of 40p.

Latest rating of analysts is 30p now that AFC are partnering with a S&P500 company

DYOR and GLA

Boehringer have a history of working with small companies when the asset fits their interests and competitive advantage (they're a world leader in inhaled medicine R&D). It's true they would have to take on most of NFX's clinical costs but 002 with ODD represents a potential new asset for the post-nintedanib period. Would they want to let that pass by from a business perspective?

Today is a milestone day for all the hard efforts of the NFX team to gain regulatory credibility and validation of NXP002. A big congratulations to the NFX team!!

Although the recent raise is going to affect the share price for the next few days, it's important to remember Nintedanib has material composition patents expiring in late 2025 in Europe and early 2026 in the USA. This will allow generic versions to come onto the market quite quickly and this will affect sales.

To stay ahead of the game on IPF and its lead research on inhaled medicine, Boehringer will need to find companies who have already covered the costs of preclinical trials, developed a new innovative form of (inhaled) IPF treatment with a favourable daily dosage format, and secured ODD endorsement from the EMA. If they could find such a company they have the resources and experience to accelerate the clinical trials and potential roll-out new IPF treatments.

Any ideas on companies that fit that profile?

The issue for Boehringer is would they want to risk losing a licence with NFX to a major competitor (Roche or AZ) as potentially they could lose control of the next generation of IPF treatment - a billion dollar market (see also Allenby report).

NFX have never been in a better position than now to negotiate their flagship NXP002 product and IMHO Boehringer would be a perfect match for all (IPF sufferers included).

DYOR and GLA

UQ

Graphene could win pothole war:

https://www.autoexpress.co.uk/news/366149/uk-trial-super-strong-graphene-roads-could-win-pothole-war

GLA

FYI ONLY: https://www.bbc.co.uk/news/articles/ckgng2d5nn4o.amp

Interesting the BBC article includes the following: "For example, as little as 0.1 per cent of graphene placed into a material like rubber or concrete can make a "really significant difference"... So traditionally, we think of a new material like graphene as costing you more, but there are many use cases now where actually it costs less."

Note to investors: this does not mean VRS can save itself , but does give credence that its cementine IP may be worth something.

GLA

Latest from Science:

https://www.science.org/content/article/twenty-years-after-its-discovery-graphene-finally-living-hype

ATB

Encouraging take away from the RNS today:

NXP002 Method of Use: The US PTO issued a grant of patent application 17/365,490 on 14 June 2024, covering use of the Company's proprietary drug forms in the treatment of VARIOUS DISEASES including fibrotic lung diseases.

"In terms of revenue, the fastest-growing application segment for Tranilast is in the medical field for treating fibrotic diseases such as chronic kidney disease and pulmonary fibrosis. The increasing prevalence of these conditions is driving the demand for Tranilast as an effective treatment option." (2024-2031)

Ref: https://medium.com/@brendamoreno1988/tranilast-market-research-report-its-history-and-forecast-2024-to-2031-364757c4b049

GLA, DYOR

UQ

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