Member Info for WelshFalcon

Could it be? Susie Dent?

https://twitter.com/susie_dent/status/1487025736301125641

"Word of the day is ‘forwaked’ (14th century): weary from watching and waiting for something that never seems to materialise."

Well, historically wars are pretty good at spreading diseases. Just saying!

Calm down children.

A closed period can only be applied if you know when news is expected to be issued, eg quarterly accounts etc....

We are looking for news on results of a trial, these will come as and when the number crunchers have done their stuff and report to SNG. There may be a little tinker time (as in Scrapheap challenge!) to tidy up the narrative before issuing the RNS, but you can't then retroactively apply a closed period.

They may have an idea that the machine they are building is better than the one next door, but until it's all in one piece and the engine runs they don't know when it will be ready for a closed period to apply.

Nothing to see here. The Big RNS unlikely today, now (unless no tinker time needed) but can still land anytime.

Nice but no cigar (yet)!

HGZ within the Eastern Breccia is a real bonus. I'd rather this 'find' close by all the infrastructure we have (ie readily accessible) than worrying about Hav North.

HAD104 may well turn out to be one of the key discovery holes....

Happy.

I do wonder sometimes if there are posts by people who genuinely have no idea how commerce and investing works or if they are just trying to sow doubts!

Raising cash via shares is risk capital. That is risk of setting up a business or buying a competitor.

If we get a good P3 and have pre-orders along with an expected EUA, then the cash needed to fill the order is NOT risk capital. It would be time consuming, expensive and not the best solution for increasing shareholder value (the prime activity of any BOD).

If we get there, there would be a queue out of the door and down the street from banks prepared to put up and inventory funding package.

For Shareholders, it is much better to manage these types of costs with lending. Using other people's cash to add value to the company. Basically if you borrow at x% and make a return on sales of x+y%, then shareholders get the full y% uplift in value.

We are now way past the risk capital stage...... So please stop all the scare posts about capital raises and dilution. Will not happen.

https://twitter.com/Synairgenplc/status/1486671108749377541

Using the #biotechcareers hashtag. They really are pushing the message out there.

Understood @Mat, but there has to be a reason why at this late stage this additional study has been requested.

Someone didn't just wake up one morning and say "let's do this" without some reasoning behind the decision.... Human nature would indicate that there would be a need to see the result.

WOW, just WOW!

1) So there is a level of interaction with regulators such that additional studies/pilot trials are requested by regulators. Encouraging!

2) you have to ask in what circumstances would the regulators request such a trial? If the results, so far, are not good enough, then they would not want/need additional data. Maybe the results are so good that they are trying to ensure that the data they have is actually credible (if it was poor or middling would they bother?). Really encouraging!

Happy Falcon.

That reads to me like straight forward marketing, nothing more nothing less.

Interesting, though - why would a company do this when it doesn't actually have a product to sell (yet).

Mmmmm! Strokes beard knowingly......

Coward....

"come on lads, let do this. go go go. Lads? where did you go"

Send your own silly email.

In vitro results for Omicron. Not ours, but what we were looking for....

https://www.biorxiv.org/content/10.1101/2022.01.20.477067v1

Courtesy of our french friend.

https://twitter.com/MARYau_MCU_PH/status/1485903605286723587

Me too - another 1400 golden tickets here.

A bet on possibilities? How does that work?

US is the biggest market and where an EUA is needed PDQ. So lunchtime here in the UK is equally as possible as a 7am RNS, IMO.

3.75p..... So how much on opening?

The cat is getting really miffed at being turfed off the bed early each morning in time for a fruitless 7am!

Ohhhh, the anticipation......

Agreed @Bamps. As I see it, if they find anything at Apollo (or anywhere on their patch), then they have to work out how to afford to make it work.
Options are:
1. raise the cash (HAV over $200m so far, but with no cost for processing plant), loans or dilute, but how much for all the infrastructure plus mine etc?
2. JV with NCM. Will NCM want to move as fast as HAV? Would this be a slower operation to bring in ore through HAV infrastructure in year 10, say? May well depend on the quality of the find!
3. JV with RIO? Will this work?
4. Raise cash (via dilution?) to prove up the find for sale.
5. Merge with GGP.

I'm sure there are more options, but however you look at it ARTEMIS will need access to capital in some form or another, this comes at a cost. So 100% ownership is good but it does present challenges.

To me it is a speculative shareholding which may or may not come good. The nearby companies that have access to cash (which will include us) may end up with the lions' share of Apollo. That's if it's worth going for, of course (it may be good,but not good enough).

I'll put some cash in, but will write it off as 'lost' straight away - if it comes good, Happy Falcon. If it doesn't I've lost my bet.

Anything could happen, all the up to £10 'punts' have reasonable expectations behind them. But.....

Don't forget Polygon have 17%. There are the director's holdings. Polar may (or may not) put their 4%ish up for sale. Lots of PIs will want to hold out for the long game (me included).

So they may be precious little free float available to buyers (there are only 201m shares in circulation). If one or two major Pharmas and/or funds decide to take a position (they may well be competing for available shares) there could be a very sharp spike higher.

Think it through, guys, and make your plan. I am basically looking at cashing in up to 1/3rd of my holding (may be less, I have various trigger points set). Aiming to keep the 2/3rd for the end game (or dividend stream) on a free float having taken out my initial investment plus a health profit....

Good luck all.

I'll know more later.

A man from Don's diagnostics is coming to have a look. It seem his diagnostic system is the the best you've ever seen. It is beautiful, many people say. There are some bigly online reviews for it.

Something to do with ultra violet light being put up the exhaust. I'm not so sure, but many say that it is a real game changer in vehicle diagnostics.