Member Info for VanVan

Good post ciaskin. Thank you for keeping us all so well informed. Much appreciated

Strange that Calculus Capital would reduced their holding. John Glencross said quite recently how excited he was in Scancell & Genedrive. Anyone got a view on this?

Thanks ciaskin for filling us in the the events details.

Ciaskin: Can I please ask if you know more details about the 1pm event today. It would be very much appreciated. Thanks
This was your earlier post: CEPI announcement tomorrowToday 19:44
I've had a reply from CEPI. The event is at 1pm tomorrow and they have included a press release which is under strict embargo until 10th March 2021, 00.01GMT/ 01.01CET.

Am I right in thinking CEPI make a further, more specific announcement at 13.00 hrs today? If that is the case I can’t see SCANCELL being able to pre-empt that. So perhaps something this afternoon? I’ve no idea, just trying to figure out if this is positive or indeed significant.

My reply on Twitter to Michael’s post.

Great guy who knows his onions. 1+1+1=5 sounds like the new transformational deal Ariana Resources (AAU) has just done. He would love Ariana’s world class discovery cost - $15 per oz. Copper is again identified as central to the “green “ revolution- Ariana buys into Cu in Cyprus.

Come on guys - has anyone watched this?
youtu.be/9wl3N_4Zzvc

Pierre seems a really switched-on mining master.
I loved his comments on copper, on the cost of discovery, on gold pricing (equities to lead physical etc.) increasing M & A activity this year, including sum of the parts equalling more than the whole (1+1+1 = 5 etc.)

I wonder if listeners will note the potential similarity and significance for Ariana Resources?

Surely someone wants to comment.

Michael de Villiers, Chairman, posts this on Twitter tonight. Note the similarities to us like 1+1+1=5.
Is gold about to rebound? Pierre Lassonde on Bitcoin ?mania? and silver ... youtu.be/9wl3N_4Zzvc via @YouTube This says it all, Pierre hit the nail on the head for what really matters in the business of mining and Exploration ?.

Market Cap. £45m. Cash in the Bank £25m. Profitable. One of the lowest costs globally.
Backed by a Multi National. Run off Working Capital facility to be cleared by Q3.
Diversified - gold, copper & silver JORC resources.
Investments and stock piles.
Partner in two potential new mines- Tavsan & Salinbas.
Did someone create a new valuation paradigm?

The share price is down 2p from its 6.3p high on 3rd September last year.
So down nearly a third, since then. Michael de Villiers, Chairman owns 55m shares, so on paper he is down £1.1m. Ouch.
And yet since last September the Co. has announced all these positives:-
1. Maiden JORC resource at Magellan, Cyprus & subsequent updated mineral resource estimate.
2. Exceeded full year production by 3.5%
3. Processing plant expansion at Kiziltepe underway - an increase of over 300% over the Feasibility Study.
4. Kerim Sener, CEO, added 1m shares
5. New high grade veins identified at Arzu North
6. Chris Sangster, Non Executive Director, buys 210,443 shares
7. Received £25m in cash and new Transformational deal completed.
Goodness me. And that results in a 33% drop in the share price. Value better be recognised soon!!

I will be interesting to read "Guidance" for 2021 which is due out this month. Last year it came out on 19th March and gave commentary about oil and gold prices.
But this year will it talk about the Kiziltepe upgrade - namely,
Operational enhancements at the site - work underway to increase operating capacity up to about 500,000 tonnes of ore per annum.

Reported by BBC today. Presumably no threat to our more sophisticated vaccine?
"Experts are already working on updating coronavirus vaccines. The UK government has announced a deal with biopharmaceutical company CureVac to develop vaccines against future variants, with a pre-order of 50 million doses."

CRUX INVESTOR PODCAST • EPISODE 712 - 1st March
Base Resources (BSE) - Dividend Paying & Cash Generative Mineral Sands
Interview with Tim Carstens, Managing Director of Base Resources (ASX/AIM: BSE)

Anyone listening?

Why would you want to know that? Is it relevant? Apparently there is a good interview on *************. You have to pay 99p to access it.

https://www.youtube.com/watch?v=Tr6_PjD02co&ab_channel=Proactive

Vovid-19 - I think he implied news of a partner to do the heavy lifting isn't that far away. If that is one of the big Pharma names that would be very positive for the S.P. imo.

Does he work for British Airways? Keeps referring to a runway! So much jargon my head hurts!!

Not really a presentation for investors!!! Don't these people understand who their audience and what they want to hear.

Sorry double post!!!!