Member Info for WelshFalcon

Thanks @Bamps. This is highly significant.
As we move to a less carbon based energy model (with greater impetus following Russia's war in Ukraine) all metals involved will be in increasing demand (we have plenty of copper plus some others). This will force an increase in value.

Then there is the geopolitical debacle. US / UK / EU in particular will be looking for alternative / new sources from politically aligned and stable sources (i.e. not Russia / china et al). Effectively only the 93 that voted to suspend Russia in the UN. This political move by the US to move away from Russia / China for battery metals is telling. There may well be similar moves by other countries making exploration hurdles easier to get over and may even provide some funding for accelerated exploration / development.

The bedrock we have stood on for sometime is moving. Australia and other politically aligned countries will have an increasing focus for miners.....

Has the blue touch paper been lit?

I think one particular poster here is living in an outdated Monty Python Parrot sketch.

SNG are working through the science and the (rightfully) difficult testing and regulatory approval process. It is not until we know if the parrot is really alive and available for sale before we can market to anyone! Trying to market to all sorts of nefarious 'big pharma' or 'government stockpiling' if the parrot is stunned or pinning (ie not live) is not sustainable. We will end up with the customer trying to return a dead parrot.

Personally, I'm happy to let the professionals work through the whole proving up and bringing a drug to market playing field and tend to ignore (as much as is possible) the spiv types trying to tell our team to sell a parrot before we know if it is dead or alive... Efforts can be better directed to a more profitable outcome.

https://twitter.com/Synairgenplc/status/1511235255868575746

@Purple1

This bit is interesting IMO "The selection of SNG001 into the Clinical Trials Symposium session follows a pre-evaluation of key results by an International Conference Committee. The session is a platform for important trial results that are novel and represent important new understanding."

I'm watching, nothing to add. Not best pleased in being referenced along with one of the numpties!!!!!

And your motivation for this post is what? Just on this board, on this share? Are you going to warn all AIM stocks that this may happen, or is this just the one you want to keep low (to get into next years ISA allowance perhaps)?

Maybe you actually are the investment saint sent to protect us!!!

If you read it.......oh, never mind!

Of course NCM is an unrelated party. There was no JV in place at the time the Pacific Trends deal was done. The 'unrelated' bit is to, presumably, prevent GGP from assigning 75% to a wholly or partly owned subsidiary.

Because they see value in doing it?
Maybe they can't trade on the UK markets (unlikely)?
Maybe they are expecting news prior to UK opening on Monday?
Maybe they have more money than sense?
Who knows.......

I find that an interesting response. 'will be submitted' implies a level of confidence that the findings will be worthy of that step. Not 'may be', but 'will be'.

We knew it was paused, so this is simply a restatement of the same situation. What it does do is confirm a path forward with NIH, it does not say we are kicked off.

Much better to move forward with a properly designed trial IMO.

Ignore the children who have come out to play......

Yeah right.....
"this is from an idea by my good friend and expert....."
Remember the cryptic clue for expert.... X is an unknown quantity and Spurt is a drip under pressure.

Not believable nor 'very interesting' IMO.

Forget hydro's shorts (you probably don't want to see them taken down!).

The 'Short' that interests me greatly (and has great potential of value for GGP) is the NCM 5% purchase. The longer this isn't agreed, with the gold price increasing, the higher the value. IMO let it go to the 'expert' who will take time to rule with each increase in Gold price pushing hos decision to the (GGP's) higher valuation.

SD should be able to work away (he did drop out of the thingy due to pressure of work) and achieve a very nice deal for us.......

True @ MH, but.....

The costs are much less than the POG. If both go up by the same %age, the margin still increases. In reality Gold/copper will likely increase at a faster rate than oil.

Oil we can do something about - source more from non Russian areas (Saudi have spare capacity) and utilise solar more (but this will need more copper!!).....

It will be the massive shift towards renewables that will keep HAV's margin sweet over the medium/long term.

So, NCM need to/are trying to push down their cost for the 5%. They also need to get the 5%.

GGP know and can demonstrate the current fair value, NCM would prefer to pay less.

So pay up now and take the hit or let the 'expert' decide (and maybe take an increased hit). OR delay delay delay (e.g. push out MRE to year end) while geopolitical events force increasing value for gold/copper; a potential even larger hit.

Whichever route you take, the result is distasteful. Nothing you can do but decide which hit is the best option.

Love it.

The longer the delay the better IMO. I don't see the geopolitical arena allowing (the country that shouldn't be mentioned) to have back all their toys unless and until their threat to all is diminished.

In the meantime this would imply an increasing value for gold, so...... delay all you want IMO.

"Russia's central bank has announced it is hiking its key interest rate to 20%, up from 9.5%, to counter risks of rouble depreciation and higher inflation, as officials race to contain the fallout from western sanctions.

Moscow has also ordered companies to sell 80% of their foreign currency revenues, the central bank and the finance ministry said."

From BBC news site.

Now, if only there was a globally recognised store of wealth/value!
Oh, and it ain't bitcoin......

Can't see anything here either.

Could it be the weekend maybe?

With the likely sanctions to come, any business with assets in Russia is somewhere not to be involved in.....

Territory is right up at the top of my watch list for investments, Russia has always had one of the biggest red flags for me.

'cos it's well 'Rational' innit man?