Member Info for violindog

Who will take the bait ? Navitas will be "financed out" with Sealion but they may be holding the ace card re availability of a rig share. Perhaps they will be offered a slice of BOR for a rig slot. Navatis are the turnkey to the success of both RKH and BOR .

Good volume and rise on Bor today. If they got a farm in its good news all round and can only help RKH 🤞

Thank God ! Calculus have been a mill stone on the SP

Good article...spured afew 1 share buys 🤣

They are being used today to kill off any rise today..short bursts of A trade sells. Affects the SP on low volume days.

Meanwhile, in the Gulf of America we are one step closer !

Tincan... If Nav want to secure a rig at the current day rate ...it may well be a chicken and egg scenario. Rig contract or FID . What will be first indication it is full steam ahead !

Well ....I was in Gaelic Resources that merged with Desire Petroleum ....very long time ago 🤣🤣

LTT, well, you can't argue with that logic. It would also , as you indicate, throw a lifeline to BOR . If Navitas aren't interested in farming into Bor, then it doesn't stop a third party( interested in BOR) making an offer to Navatis re the rig. They could either pay up front or give Nav a % of the future revenue ??

Moon, you may be correct about Calclus , Van Van you also make a good point about stale bulls . The SP decline really started with all that audit nonsense that was nothing to do with Scancell or the accounts. ...just the auditor and their inability to meet a deadline. SP has never recovered.

Excellent post Ruck🤞🤞

Personally, I think FID will be on time and not delayed. Navitas have done extremely well but they will need to be "seen" driving growth forward. Every oil field gradually reduces production, so Shenandoah, despite being in a phase of growth will need a replacement. Sea lion is the perfect fit to overlap and continue growth.

Not what Zac Mir would said recently about the chart ..like or loath him 😀

It was a good interview but I guess the analysists are asking why the CEO is not invested if he's so confident. Look at the current shareprice ....down again !

EE, I think that you are correct re a bid this year pre H2. Scope and the mAbds are doing well and other than how moditope is doing in head and neck ,which is fantastic news...it's a punt on Modi in the other cohorts. Must be worth far more than 9 odd pence a share. A major could take what they fancy and sell off the rest. Redmile and Vulps ... what are you willing to sell for? Diggles last batches of buys were 19p so he would want well north of this figure.

If I could survive the cold and wet and isolation the Falklands will be a great place to live post the oil boom !!

Well it's all about H2 2025

"We expect full cohort data with SCIB1 and iSCIB1+ around mid-2025 and H2 2025, respectively. Following the data, we plan to progress to a randomised study on the path to registration, whilst evaluating partnering, out-licensing and further financing options."

Modi H2 as well

Thanks Johnny, sounds positive. I wonder what the original size of the tumor was? No growth of the tumour is great and if there is no spread or " secondaries" of the cancer elsewhere then fantastic. Even if there is no shrinkage of the tumor, its only been the 17th since treatment stopped...the tumor may be slowly dying. Either way the patient seams well...cycling etc.

A formal update from Scancell on the trial would be great.

Cleanerworld, Costa Rica, wow...it was on my bucket list ! Hope you had a great time 😀

I hope that it is more business orientated..but what can be said that's not been said before. Great science, pharmas are interested, inflection points...and the best one of all...non dilutive funding !!! It will be the same old record but a different DJ who isn't even invested.

Only a takeover will provide the parachute needed.

Sorry guys... if you ask the average investor I'm sure that they would say the CEO having skin in the game is important.