Member Info for VanVan

Courtesy Paul Johnson on X today.

“Most eloquent summary of $CINGF @CoinsiliumGroup I have seen for a while. Too much fluff in this sector & real fundamentals ignored. I suspect #COIN is about to really surprise …. again. They have the Digital Assets Treasury model and a real high value business behind it built over a decade. Completely different to almost all the others”

My post on ADVFN

Today's non movement is probably par for the course.

Have to give today's highly positive announcement time to sink-in/register.

You bet the Industry & Investors will be all over this.

Polished presentation with lots of highly positive body language noted.

Well done Scancell and good luck all patients who are involved, many benefiting beyond belief.

I wish these BB could be a bit more supportive, as you don't achieve these sorts of results without a lot of hard work, dedication and importantly scientific brilliance.

They implied they were working on it and it could materialise quite soon. Probably next week is too soon, but not far away was my take. Fingers crossed. This should be a pivotal moment for COIN.

The soon to be released SCOPE Trial update (days to end of July) has the potential to be extremely positive. I know there is no point second guessing how good this is going to be, but Phil seemed pretty energised in that recent interview he gave.

I am also aware that there are a lot of stale bulls who have understandably been waiting too many years for a return from their investment. Some of these sell into strength causing the share price to rise & then fall back. No, what we need is not just amazing data results but something else caused by the Scope trial success. That will be the pivotal moment for Scancell. I can't see it being a slow steady climb, rather a massive re-rate.

If they manage to pull off getting an I.I. on board, as discussed yesterday in the Podcast, in the next week or so, this will show a new level of endorsement to their plans and strategy.

I think we will see the confidence return big time with retailer investors piling back on board.

Could this cause another run up like at the end of June? Who knows but the Board continue to seem very confident in how this is playing out.

I'm happy to stick around for the ride, rollercoaster or no rollercoaster. But not a W & O investment in my opinion for sure.

17 Jul 2025 23:30

Trump preparing to open $9 trillion US retirement market to cryptocurrency investment, gold, and private equity

Coinsilium/Forza Spaces now live - Sasha is the host.

122 people have joined.

Listen - enjoy

New 7 min. interview out - Rosy of BRR Media with Kerim.

All sounds to be moving forward a pace.

Dokwe: Discovery of new zone to NE of expected pit "could be a game changer"

Tavsan - August?

ASX listing - August?

He sounds very confident, even excited, and came over much more bullish than normal in my opinion.

Surely the market is going to wake up to the potential here soon.

Perhaps most will want to wait for the firm data end of July, and pay a higher price. Risk /Reward stuff. After all these years it does smell like we could & should be entering a different phase. I hope they roll out Prof. Lindy Durrant occasionally so she is full acknowledged for here massive contribution to dealing with this terrible disease.

Remember: Melanoma patients - 80% progression-free survival and 20% complete response.

"we're up in the 60%,70%, 80% range for efficacy or for progression free survival, that is a marked additional benefit on top of the standard of care. And we are seeing a much greater complete response. So cure, we never like to use the word cure in cancer therapy, but that's what we're seeing here, by adding our vaccine on top of these checkpoints".

"I'm really excited that later in July we'll actually be announcing more data...."

"sharing data from several cohorts of the Scope study later in July"

" I do agree that 2025 is a pivotal time for us"

"And I think our product ,because it's so safe and so durable, we can potentially move to identifying an at-risk population very early and preventing, and certainly preventing recurrence, but maybe even preventing". "And that would be amazing".

...."over the next five or so years, I can see our cancer vaccine .....having our vaccines integrated into standard treatment regiments.....

Do we open up in the morning? Will this now attract lots of buyers? Will even Institutions want part of the cake?

Brilliant interview. How exciting is that? Even used the word cure for some. 2025 is going to see Scancell get recognised off the back of the data results the first ones which are weeks away. Surely buying at 10p is going to turn out to be a multi bag investment. DYOR

Is this what happens when we make room for an Institutional Investor to come on board - demand a discount price!!

Surely not.

I see there is another Podcast on X on Thursday at 2pm - Sasha Sethi.

Let's see what plays out before then.

Real progress reported today. I know it has been a ling time coming but they are finally getting there. Credit where it is due. Well done

Great post by Rennicks on ADVFN

M&A activity is hotting up now, liquidity improving rapidly, massive free cash flow for mid tier and majors, streaming and Royalty co's actively looking for 1m + oz projects to invest in, steaming would be an excellent way to fiancé Dokwe. No long drawn out JV with all the complications that's brings, retain 100% ownership and compliments debt financing, reduces dilution. Franco Nevada, Wheaton, Zijin, Royal Gold, Origen Royalties to name a few.

Copper is hot topic on every platform I'm on at the moment, give it another few months and Venus is going to look very attractive to someone, skip IPO and go for direct sale.

And don't forget there is a Jorc compliant resource of 110.000T of copper and 3.3m oz of silver at Ardala and where the price of these two going! Unbelievable.

I agree John. Four people turned up but no feedback. What happens now? ASX listing?

I have checked and CC isn’t Paul. Not had any recent contact with Paul i am afraid .

I’ve been having fun with Bitcoin Treasury stocks. Mad valuations , but a share i have owned for 10 yrs (Coinsilium) recently went from c. 4p to 80p. I sold a chunk at 40p and now all my shares i still hold are free carry plus cash in bank. You may know the Chairman, Malcolm Palee. He was a loyal supporter of Kerim & AAU . Maybe still is?Mining Maven days. He helped me multi bag on Mariana Resources ( Hot Maden) and has now done it again for me. Worth having a look at COIN. Getting more headroom on Friday to allow interested Institutional Investors in. They apparently want to buy bigger parcels of stock. Like the Dot Com Bubble. Silly valuations but hey ho - act whilst the sun shines. Lots of FOMO sentiment. The other UK one is The Smarter Web Co - SWC. Good luck.

Yes i remain in touch with the big holders. Some don’t post much these days. But Biggles & Renniks are big holders and CC who might be Paul. I’ve forgotton. Yes lets see what comes out of this AGM.

Hi John

Hope all goes well, AAU apart!

No I'm not going the Board will be pleased to know. Waste of shoe leather!. They don't listen and carry on in their nice salaried bubble.

Will there be sufficient votes to oust the Chairman? Probably not and he is too thick skinned to realise it is in the Co's interest for him to pass over the reigns. He has been in office way passed the recommended period, but as you say, they won't even tell shareholders the actual votes for and against.

I am also strongly of the opinion that Kerim should also revert to his original position in Exploration & Development allowing a new more Corporate savvy guy/girl who is respected in the Markets to take the reigns. It is frankly amazing that they can't see they are responsible for the botched strategies and the total destruction of shareholder value. But will anyone attending today have a go, pointing out again their disastrous performance. I doubt it.

So what will change? Very little I expect. How they get through this next period, strapped for cash and needing to raise vast capital to take Dokwe forward, will be very interesting to see. But I guess we are the real fools for still being here! Only have ourselves to blame for not selling up years ago. I feel sorry for the likes of some, who still hold vast millions of shares. What is going to happen when all those Rockover guys decide to sell their holdings. I hope Kerim has some sort of plan.

The AGM will be held on 9 July 2025, at 10.30 a.m. at East India Club, 16 St James's Square, London, SW1Y 4LH.