Member Info for WelshFalcon

Interesting thought @Spy.

I'm sure SD will be monitoring - but it may be costly! Land adjacent to HAV will be of interest to many = competition.

That's a painful announcement to have to make, right in the middle of a capital raise too!

One wonders if this came about from a potential investor raising questions? Does leave a big question mark over the existing management.

Posted by our friendly French doctor Mary: https://twitter.com/ABsteward/status/1395135154247643143

I think the 1.351 is the South African Variant?

Watch this space following the China clampdown. One upmanship may come to the fore. Which other territories will follow suit, or come up with harsher restrictions.

If the US stops companies recognising crypto as an a balance sheet asset, then.......

I'll be a mask wearer for quite a while yet!

A couple of weeks ago, I'd only been shopping in Tesco (masked obviously). Hadn't been anywhere else, but still picked up a cold! Bit of a shock as I'm always very careful. So, beware, even masks aren't 100%.

Our French friend posted an article not long ago where the conspiracy theorists are now worried that the vaccinated are shedding particles, so their defence against this is to mask up! You couldn't make this stuff up. Anyway, if anyone tells me to remove my mask, I'll tell them that I'm defending myself against the vaccinated - it may just get the numpties to mask up!

There shouldn't be any relationship (on a technical level). Gold (and all physical PMs) are a store of wealth, long term. Cryptos have no reserve value and rely only on sentiment (and especially the musings of Musk!).

China has said not to use for financial transactions - next step will be to switch off the cheap (coal hungry) power to their crypto miners. = good night campers......

LOL.... no, it was a classic ramp!

Ask a question designed to highlight a perceived negative, then promote another stock and claim it will go to £1.

Born yesterday, NOT.

I am so psyched up now, can hardly wait until we see results fro the step out drilling. A 'bunch'!! Oh my! Matron?

If you wan to see someone quite animated and almost dancing in his chair, then ask SB about HAV.

You can almost smell the positive body language.

Happy Falcon, very happy indeed!

A fair amount of wild speculation and wishful thinking.

Spy has it - all a bit fanciful and a bit of a stretch1

This is why: https://www.fiercebiotech.com/biotech/cytodyn-shares-plummet-after-being-accused-by-fda-cherry-picking-covid-19-data

Worryingly they state: "Outside of COVID-19, CytoDyn is trialing leronlimab in everything but the kitchen sink including HIV, 22 different solid tumor cancers, autoimmune diseases such as psoriasis and Crohn’s disease, graft versus host disease and nonalcoholic fatty liver disease."

If I ever catch something nasty and get offered a trial, the research I would have to do first (to make sure the drug company isn't just flying a kite!) would likely take longer than I'd have to make the decision. Where is the corporate moral compass of some of these companies?

I used to work for the UK partner of a US company that kept to the no divi mantra. They eventually went bust, I made a fair amount of cash as an expert witness as the tribunals/court cases went through.

When they were small, growing at their target 20% year on year was possible. Employee and director share options did very well. The problem came as they grew larger. Past director share incentives were likely to be unmatched without this level of growth, so they fixated on shorter and shorter term 'fixes' to show their much touted 20% growth.

They ended up understaffed (due to desperate measures to 'contain' costs), were unable to pay the going rate for good people with consequent drop offs in performance. Things got missed and a handful of directors did a few dodgy deals with finance and cashflows. Massive implosion, court cases, the company is no longer.

When starting out and in early years, yes - reinvesting profits can be good. But you get to a point where you don't need/shouldn't invest more in growth (baby steps needed for a long life - running too fast will cause falls). This is when you start to pay dividends and keep your growth controllable. Funding can come, very often, much cheaper with loan notes etc. which is of greater benefit to shareholders.

A well planned and well funded growth is a better long term plan than going for broke without giving divis.

That could easily be a reference to availability under the little used MAP. Careful, until confirmed.

less tax efficient! Get a new accountant/adviser.

Tax rate on divis (after allowance) is LESS than your normal tax rate, and LESS than what you pay for capital gains.

You do need to look at the tax system in its entirety, not just a blinkered view of one bit!

Don't jump the gun, it's just one webpage.

I haven't found (as yet) any corroborative publications.....

This does help to clarify RM's Data is king mantra. Such a damning report will do the company (or regulators) no good in the long term, neither will it be at all helpful for the people that matter - patients.

To get approval using credible data that any/all science reviews will be happy with is the only way to make a difference and to ensure a long term future for SNG....

They obviously don't have all their ducks in line, then!
Could be they are still negotiating permissions (they have a legacy problem with indigenous people through previous actions).
Could be drill rigs are scarce.
Some other corporate reason....

Agreed @spy.

There has been much touted the multi asset, multi $bn company that SD wants to create. With HAV, obviously, we seem to be very paterson centric with little (public) weight given to our other assets. Yes, there has been additional tenements added at EG (I think), but little in explaining the business plan for all our assets.

I'm still happy, but would love to see a comprehensive business plan for the short, medium and long term outlined.

@supperritch, normally I would agree with you.

But for this company, they have been very quick to respond to Covid, have managed to leverage some 5 years worth of trials into less than 2 and are on the cusp of getting their drug approved.

Had Covid not happened, we would be looking at a 6 - 10 year horizon for completing trials and any chance of getting this to market.

So the opportunity is now. Aim is always a rocky road, though!

An interesting retweet from our French Dr Mary.

https://twitter.com/clementfreze/status/1392419530668924928

You'll need to use the translate google function for the article referenced, tweet translated below:

"Conspirators are led to adopt the mask because they think that vaccinated people emit harmful particles ... “Life always finds its way. »Prof. Ian Malcolm"

Basically, the conspiracy theorists are now, due to their belief that the vaccinated 'shed particles', are now advocating the use of masks and social distancing from the vaccinated. All the tings that they were campaigning against before!

Boy, do we live in a really messed up world? But if it gets them in masks etc - fantastic!