Member Info for x54v

"Core LT investment #SAE @simecatlantis - volume picking up as major news items approach.

It's integrated processes have now been proven to be commercially viable.

A multi-billion dollar valuation is simply a question of (financing) global rollout.

This will begin shortly, IMO."

https://twitter.com/MylesMcNulty/status/1304002752150937600

Myles McNulty clearly very keen. Reckons 100p is possible by EOY.

"Core LT investment, #SAE @simecatlantis, has cooled off since its debt finance RNS two weeks ago.

At 25p, I still think my TP below is possible, before year end.

Beyond the below 3 catalysts, there is also permitting at Usk, and potentially even an early financial close."

https://twitter.com/MylesMcNulty/status/1301785856441753600

“#WBI's ex-chair acquires another ~£150k of stock on the open market, bringing his (voting) holding to 20.4%.

CEO holds 5.3%, and ex-ex-chair holds 4.9%.

Combined with the two funds below, this means that 5 entities hold ~74% of the TVR.

Wonderful to see such a solid register.”

https://twitter.com/mylesmcnulty/status/1301766921919041537?s=21

Myles McNulty loading up again.

https://twitter.com/MylesMcNulty/status/1301509659895922688

Courtesy of Eskers on Twitter:

“#ORPH
There are only 2 ph 3 ready universal flu vaccine candidates:
Imutex (49% owned by Open Orphan) and Biondvax.

31st Aug 2020 broker note below values Biondvax at ...
??$920m?? ??

ORPH has a total m/c of £100m.
Imutex is not yet factored into the ORPH SP”

https://twitter.com/eskers1/status/1300452357902401542?s=21

Myles McNulty loading up here is a sign worth following for sure. He was spot on with AVCT earlier in the year buying 1% of the company at an average of 21p.

https://twitter.com/MylesMcNulty/status/1299263138798481408

Very interesting indeed.

So that's the first hint from Chris Akers as to the potential intended direction for TRAF. Clearly he has something in mind.

He's gradually built up to a 10% stake and it wouldn't be surprising if he's still in the market buying more. He's up to 18% at PIRI (also mentioned in the same tweet) and still buying there too.

Now's the time to be buying when you can get in at a similar level. Historically many of his investments have turned out to be serious multi-baggers.

Yes, excellent news on financing. And only just the start of a significant journey by the sounds of it.

“This agreement with Hana reflects the high level of international interest our world-leading conversion project has and we believe that this is a stepping stone to further conversion opportunities across Asia and indeed globally."

https://investegate.co.uk/simec-atlantisenergy--sae-/rns/debt-financing-update-for-uskmouth/202008210700027621W/

...loading up here:

https://twitter.com/MylesMcNulty/status/1295660683544137730

He's usually on the ball e.g. loaded up with 1% of AVCT at 21p earlier this year.

https://tinyurl.com/y33rho33

https://www.brrmedia.co.uk/broadcasts/5f1fd95b864c395ee4bb3981/open-orphan---contract-for-covid-19-vaccine-trial

Only 21 followers and has tweeted a grand total of 5 times. Hardly someone likely to be in on the know.

Not seeing that on Twitter.

Link?

“6 min video outlining why Challenge Studies are about to become very relevant - and ergo why #ORPH as the world leader in testing vaccines through human challenge studies is about to become very important in the fight against Covid 19.“

https://twitter.com/eskers1/status/1287123756218036224?s=21

https://twitter.com/MylesMcNulty/status/1285975218197069826

That's Myles McNulty over 4% now.

“#ORPH Hvivo's shiny new Scientific and Business Strategy Director suggests that there is "more exciting news to come"...

https://twitter.com/eskers1/status/1284924709625364481?s=21

"London (CNN) - More than 100 top scientists including 15 Nobel laureates have written an open letter calling for volunteers to be exposed to the coronavirus to assist with vaccine development.

They said so-called "human challenge trials" or "controlled infection trials" were of "vast importance" in speeding up the testing of the vaccines in development around the world."

https://edition.cnn.com/2020/07/16/health/vaccine-open-letter-challenge-trials-intl-gbr/index.html

Perfectly positioned:

"hVIVO / Open Orphan are now the absolute key supplier of challenge studies in the world, particularly for COVID 19"

Coverage in Proactive today

"Thousands of coal-fired stations still exist and are critical to the energy infrastructure of many countries, especially in the third world."

"Falk Hoffmeister, a vice-president at MHPS, the Mitsubishi and Hitachi venture, said the large-scale testing had underlined the huge market opportunity for similar thermal conversions."

"Broker research published after the burn test suggests that, when operational, Uskmouth might generate underlying profits of as much as £50mln a year."

"Research house Longspur suggests that if Uskmouth progresses on schedule, the business overall is worth 71p but even with some slippage on the timeline it can easily work the numbers to get to 55p per share."

https://tinyurl.com/ybmheh6p