Member Info for Vander

The video of the new Kinshasa financial centre looks nice. Fowler seems happy but slightly disorientated- thankfully he emphasised the DRC initials to confirm for newbies (and himself) which country he is in

The reality of dealing with disgruntled (and poorly treated) RVA customs officers in provincial airports will be different- they burned down some of the offices in 2021. Also Shungu (RVA chief) has been removed without due process in recent weeks- it’s a shame- he was doing a good job

Do you think milvest will want too work with WSG? They have a 29 yr BOT contract

Mike- you did the same calculations for Tema (Ghana)

Your estimated SP (caveated by multiple assumptions) was 64p

The actual SP for that transformational contract has been 1-2p

Alphonse shungu, previous head of the RVA in DRC is under investigation for various alleged misdemeanours. He has been removed from his position in dec 23 and replaced with new management- he is unable to leave the country on government orders

WSG have hoped to take over the customs division of RVA since June 2021- they have negotiated the deal with 3 RVA leads who have either been imprisoned or are under criminal investigation

https://7sur7.cd/2024/01/26/rdc-lex-dg-de-la-rva-alphonse-shungu-interdit-de-quitter-le-pays

Https://www.4newsquare.com/success-for-4-new-square-in-proving-security-industry-fraud-in-defence-to-a-contractual-claim/

Lawrence was adjudged in the ruling to have been aware of the widespread culture and practice of ‘ghosting’ at keyguard- not a great advert for their services if he remains CEO

This is not gaining momentum or generating much excitement in the scientific community

To do so requires some academic endorsement through journal publications or conference presentations

Its stuck near the start line

Btw fowler had planned to privatise the customs agents of RVA

Milvest plan to expand RVA with training in capacity building- are these plans compatible?

The Turkish company milvest submitted a 1.2 bn usd bid to modernise Ndjili on 10th nov 2023

How does this fit in with fowler’s plans?

The Turkish company are already established in DRC delivering on a large financial centre- they promise not to appropriate airport fees/go-pass

https://eng.fatshimetrie.org/2023/11/12/ndjili-international-airport-in-the-drc-a-modernization-project-without-job-cuts-confirms-the-milvest-group/

If no new MSCs are achieved what are fowlers options?

Fowler has fattened himself on placing money and is in deep deep cyber-hibernation hoping for an awakening- he has sent out his tema podcast on an intergalactic spaceship hoping alien life will pick it up and require Wsg services in distant decades- he is working bloody hard to get these deals over the line

The minimum 20 year 5 DRC airport contract was announced on this date

The 10 yr Monrovia contract on 16th June 2021

Apart from a placing, has anything happened here since then?

Tempest’s trial showed that its product improved survival in liver cancer when added to two Roche drugs

It was a phase 1b/2 rct with 40 patients from autumn 21 to april23. The multi-centre study was run by Roche

N4p need a large collaborator- a much more advanced product- and one that’s works

Fowler has made a number of brave bets on Iran, DRC, Tema etc etc

He really has it our money where his mouth is

Unfortunately he has lost every single bet, and some of us are being referred to the addictions clinic

It’s probable that exp105 will become the main product- it’s much closer to phase 1 trial.

However, why didn’t nanogenics progress the product themselves?

The bottomline is that they are still loss making

The tema contract was unsustainable- they were unable to work with a local partner

The DRC contract has not been ratified and was born out of the desperation of the prior RVA CEO just before his imprisonment

The large DRC placing has avoided recent placings, which remain in the pipeline

SL contract runs out 2027

Nigel is a good communicator but not a engineer, scientist or doctor

As with all early stage entrepreneurs he has to convince investors to trust him in speculative tech

Unfortunately the reformulation division was a hopeless venture in which the main achievement was tens of patents for multiple reformulated generic drugs which the original pharma behemoths had no interest in reformulating themselves. Nigel was able to convince some of the people here that he could achieve something Pfizer et Al could not do. He hopelessly failed

Https://www.cynthiayuwaiman.com/about

The consultant ophthalmologist and scientist who developed EXP105

https://research.edgehill.ac.uk/ws/portalfiles/portal/37674038/pharmaceutics-13-00382.pdf

She is a scientific advisor to nanogenics- she is not on the board however. They estimate 15

Months to human trials- it’s unclear if this will be achieved- the original paper and positive findings date from 2016. However the delivery particle seems easy to manufacture without significant side effects- at least in the rabbit model

The AGM sounds awful

I can see why fowler would want to avoid it

Wishing for an update I’d neither here nor there

Better to wish for either a commercial partnership, or dedicated scientific resources and facilities to allow coordinated drug development

Tema will have ended by June 24

Lungi- reduced or ended?

The ‘African empire’ is crumbling- the ‘lions’ are taking their ‘share’- the ‘double digit revenue growth’ is halted