Member Info for Vascular

I'm a newbie, and he sucked me right in......lol

He was obviously under the cosh, and was not allowed to say anything other than what we know i.e £10 m by end of year but what he did say....was "10 million we are comfortable with , we will review that as we go into the rest of the year, ..(laughing) ....im comfortable it will be more than 10m.

And i don't think he thinks it will be £11 million. Sounds to me its going to be a massive contract from China which could blow the forecast of 10 million out of the water. Saying that all other sectors of the business are in growth mode , the breath
( presently with several decision making authority's in Europe and EU!!) could really be another left field winner at end of year and next year .....add it all up and it spell BIG GROWTH...just what you need from a small unloved company on AIM.

I think the revenue increase above £10 million target will be linked to new contracts ( probably China) that have NDAs attached at present , so he will have to wait until he is allowed to make these public, then he can talk about raising end of year targets.

WOW. Nothing but positive news all the way through. Looks like we will smash £10 million target this year, China news soon!

Interesting he discussed the value of their Skin data, which will only grow in value....I also have Open Orphan shares and their own data, if sold is quoted as possibly being valued at more than the entire company, some say up to a $billion. So I don't think he is exaggerating there. GL Vas

This BB should now become one of the most relaxed chat rooms on LSE.

https://www.cbdplanetuk.com/brands/zoetic/

God knows where this share will end up but one thing is obvious, they need to improve their web site. It reminds me of the DIY attempts way back, years ago. Not the best impression.

My quote is £50,000 and a years supply of smokes.

I find it hard to imagine someone like CF particularly ( with what he has achieved, and has on his plate) , or maybe Potts investing sizeable amounts of their money in a SPAC , that they had no prior knowledge about, or influence of what it may become. These guys re usually driven with a purpose and / or at least can see the value in something before many others.
The difference between these guys and us, is that they are already heading up successful business so why would they want to take a blind punt and end up with a 5% stake in what could be a dead duck ! Why bother.
Serious discussions about how to use the SPAC must have gone on, long before they even invested otherwise its just a stab in the dark, hoping it will come good - just like the rest of us.

Thanks Obstando & Boy Band.
Well, i thoroughly enjoyed the Vox Chat and no question of doubt John Story continues to be a believer.

Anyone here tried the products. Are they closer to a vape smoke or a real fag smoke, i know they have no nicotine but just wondering.

Cheers Vas

I like the sentences " extended to the rest of the population" and " LFTs will be made available to millions more in an attempt to keep the governments road map on track". reassuring.

https://inews.co.uk/news/health/covid-testing-adults-test-twice-week-lateral-flow-roadmap-out-of-lockdown-924158

I only discovered this share yesterday, on the Zak podcast.
They compared the company's potential growth to that of Fever Tree!
Which was a bit rampy, i thought.

But if the company's offering is taken up by the market, and this product becomes a leading product, as early trial signs have indicated ..i can't get out of my head the fact that I might buy a Fever Tree products on a night out but smokers buy daily and are equally as committed to brands....so if this product does hit that spot with ex smokers, newbys and others then the profit in a days worth of Zoetic product must be worth a lot more than the profit from a couple of bottles of flavoured tonic water once or twice a week. The Market is absolutely massive, addicted and loyal to the right product. I'll be buying. GL Vas

With even the slightest evidence showing itself over next few weeks that CF was involved would make the SP take off big time.
The guy is good and straight. He was asked about his share holding in UK SPAC at a recent Q&A, following a presentation and for memory he replied something along the lines of "He didn't realise he had surpassed the 5% threshold, so had to declare his holding and that we should not read to much into this, as far as Open Orphan was concerned" .
Which could be the truth but its hard to see what else he could have said in the light that if there was more to it, he can hardly give the game away on a live Q&A without making it public first.

saying that i would not mind if they were ALL tests made by Omega, as i would have added about ???? to their gross profit. :)

In London over 1000 people a day and rising whom are tested with a LFT are producing a positive result, looks to be mainly children and their parents, but with the rollout to businesses with over ten employees and soon to all businesses then this number can only rise. It looks grim on the face of it as covid numbers going up, but in reality its because we are testing far more people and catching them early. .. .so good news for us all, and manufacturer's of RFTs.
Surely at this pace its only a matter of time to introduce a covid passport where we all test once a day or so, rather than a parent like me having a test sent form the school, another sent form my work, and if i were to go out to a pub/club event having to have another ets...could be three tests on the same day.

https://www.standard.co.uk/news/london/london-covid-cases-borough-latest-lateral-flow-tests-b925896.html

Keep in mind that these numbers below only reflect the direct medical cost savings. Indirect costs, such as lost labor and productivity, would further increase monetary savings.

Suddenly a $1 billion bill for a successful universal flue vaccine, even with a ridiculously low improvement of say 10% over existing seasonal vaccines looks very cheap.
https://www.epi.ufl.edu/articles/universal-flu-vaccine-economic-benefits-.html

Just having a read up here. Looks a good long term hold from what I have read so far. Who knows what this company market cap could be worth if/ when its solutions are fully monetised.
I guess the big news expected soon will be the Department of Health & Social Care pilot. results.

Has there been any indication on when the pilot results are expected? If so, can you point me in that direction ?

Just wondering as the DHSC can be a bit of a law on to its self ( which, apparently it is).

Thanks in advance .GL Vas

HiDubzy,
Yes, and very quick. I really like this paragraph which fits nicely with SupeRoti's post about Birmingham University earlier.

Imagine if they can recycle rare earths to such quantity that it becomes economic? I would guess that each country would require similar facility to recycle their magnets, speakers etc etc and in doing so have a reliable supply . This side of the business was not even mentioned in the ARC update.

"Mkango is further differentiated by its rare earth magnet recycling business via the interest in HyProMag, which is strongly affiliated with University of Birmingham (University of Birmingham builds UK's first recycling plant for high-performance rare earth magnets). HyProMag will be the UK’s first producer of sintered rare earth magnets, and has formed strong partnerships to advance its strategy including Bentley and Unipart. So Mkango is differentiated by the ability to produce both primary and secondary sourced rare earths, rare earth magnets and alloys."

When i was researching MKango I came across this which i will share with you all today. It is curtsey of Myles McNulty who has put it in the public domain, so i assume he wants people to read and share, and discuss.

It is a very well put together document, even though some of it i do not fully understand and will have to look up.

Enjoy.
https://aimchaos.files.wordpress.com/2021/03/mkango-resources-valuation-analysis-17.03.2021.pdf
Many Thanks Myles.
Vas

Here is the reply form the email i sent earlier this morning.

"Dear Paul



Thank you for your email.



Mkango’s project in Malawi, Songwe, is an advanced stage rare earth project versus its UK peer group, with a bankable feasibility study underway, a pre-feasibility study having been completed in 2015, and no more resource drilling required and the advanced stage of metallurgical test work. Mkango is further differentiated by its rare earth magnet recycling business via the interest in HyProMag, which is strongly affiliated with University of Birmingham (University of Birmingham builds UK's first recycling plant for high-performance rare earth magnets). HyProMag will be the UK’s first producer of sintered rare earth magnets, and has formed strong partnerships to advance its strategy including Bentley and Unipart. So Mkango is differentiated by the ability to produce both primary and secondary sourced rare earths, rare earth magnets and alloys.



We are targeting first production for Songwe in 2023. This assumes completion of the feasibility study for Songwe this year and 18 months construction. Songwe will produce a high grade, purified mixed rare earth carbonate. We are also evaluating options for a separation plant including potential sites in Europe, which would process the mixed rare earth carbonate to produce NdPr oxide.



Yes we are very undervalued versus the peer group. In terms of potential catalysts for re-rating and potential news flow, we are working towards a number of milestones.

announcement of flotation piloting results
hydrometallurgy piloting
completion of feasibility study
potential updates in relation to our interest in HyProMag and strategy with respect to rare earth separation


In addition we will be announcing the results of a recent rutile exploration programme when processing of the samples is completed and the results are available.



Attached is a recent research note from ARC, which may be of interest

Kind regards
Will
Will Dawes
Chief Executive

The recent research note from ARC, is attachment so i cant post it. Its form Alternative Resource Capital ( ARC) , dated 24th February 21. You should be able to find it online.

"Our NPV estimate of the Songwe PFS scenario,adjusted for our own assumptions on potential upside from reserve and process flow-sheet optimisation, is cUS$280massuminga US$45/kg ‘basket’ REE price (which is below the US$60/kg used in the PFS, but which incorporates Nd and Pr prices broadly in-line with current levels). Mkango’s current 51% stake in this would equate to c75pper share. Talaxis has an option to increase its stake in Songwe to 75% (diluting Mkango to 25%) by fully project-financing the build"

I had a very good reply from the Chief Executive at MKango .

Ill post it shortly.