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Well they must have some kind of approved contractor status - can't say I 've looked into it - but I believe that such things count re US defence procurement.

Uranium - great choice for moving forwards

was watching recent lobbo tigre interviews on youtube - he makes the case for uranium

as far as I'm concerned its a shame we have charles archer giving the comp a push as I tend to see his involvement as a short-term problem (at best). but looking beyond that....I am positive.

I'm still fascinated by that paper re 140 and Glioblastoma because...as has been noted - it appears to provide some external, reputable validation with regards to P140's mechanism of action. So for once we don't have to take it form Tim or Lisa trying to politely soothe anxious feathers. Nolupus made a good point with regards to the patent - but the rising tide is the rising tide. Hopeful and sketpical - as always.

All that noise for a tiny bit of movement

i often wish AIM/LSE people wouldn't chase such small increments or get worked up about small wins/losses

but they do

"...we opted for the use of the phosphopeptide P140, which has been identified as a potent regulator of the autoimmune response without inducing immunosuppression. "

everything IMM has been claiming. so that article is definitely very interesting.

"Our findings validate P140 peptide treatment as a safe and specific strategy to halt GB progression and establish the clinical relevance of extracellular MAPT/tau as a biomarker for therapeutic success in GB."

https://pubmed.ncbi.nlm.nih.gov/42148707/

there you go. GB is glioblastoma...which is....an aggressive type of brain cancer.

I really must read that article

it did seem to offer a bit more external validation re the power and potential of P140

might explain why this is on the go. nothing like a bit of external validation from someone reputable.

Well its a good day in 2026

good news re macro

this article appears - at cursory glance - to validate some of Tim and IMM's claims

now lets see if some of that ISA £ that was stuck on the sidelines re the war decides to enter the market.

Thanks. Oh and we are in 2026!

For a moment I thought I was in 2027....really should be less otaku and more in the real world sometimes.

and yes that research does read well.

That article....dated 2026?

and there was no RNS - so what does that mean?

One of those companies where the right news could lead to a colossal lift in mcap and sp

easy to say. but right sector. there aren't many UK listed smallcaps in the AI/defence PLTR/Anduril ecosystem

and that's an area where 500-1000%+ uplifts are possible

Defence, AI, Thiel ecosystem, drones, UAVs etc

it is possible that supercaps have a role to play in this world.

Patience.

It is possible that Avion are waiting - perhaps for another partner to appear - and then Avion will do whatever it is they are planning to do. It is also possible that news will appear as external factors - war etc - change.

Summary of the latest CSIS analysis/thinking...

five priority areas for the industrial base:

(1) a high-low mix of undersea capabilities, including submarines and

unmanned underwater vehicles (UUVs); (2) a high-low mix of air capabilities, including

cheap unmanned aircraft systems (UASs) and fifth- and sixth-generation fighters and

bombers; (3) long-range precision strike systems, including cheaper systems that can

be used in larger numbers; (4) air defense systems to counter missiles and UASs; and (5)

other capabilities, such as advances in artificial intelligence (AI) and quantum, space, and

cyber warfare. Such changes require years of sustained investment, capital expenditures,

production, workforce development, and supply chain fortification

Some of the latest US analysis/think tank perspectives of drones/AI

this remains one of the few UK small caps with exposure to this sector

https://www.csis.org/analysis/wartime-footing-two-front-strategy-confront-china-and-russia

Another investee company Literal Labs - founder held a key position at ARM. Tech team are academic AI people - if you ask Chat GPT about the possibility of Literal's AI being used in drones etc then the answer is very interesting. Literal is the kind of company that could enjoy one of those instant 1000%+ valuations.

And one of those companies - like one or two of the other MFAI investee comps - that you can file in the Thiel/Palantir/Anduril ecosystem as dual-use AI and defence tech - which is where a lot of £ and energy will be heading esp after big US IPOs. The SpaceX IPO is a defence move. Not much - or hardly anything actually - on AIM gives small investors a way to get in to this area. Astut may also be interesting.

I still think more news might come

The MRE changes....it grows.

as the potential value of the project increases

silver - store of value and apparently an industrial metal re defence/AI

So last weeks RNS functions as really high class external validation of the tech

that is telling us that people who really know their stuff - in the medical world - really rate this tech

now it be nice to see how that validation translates into value - then we can move to thinking about bags - from 1 to 20 depending on what the value is and whatever drag the CLNs present.

Its good to hear everyone's interested.

I am still struggling to join all the dots and add up all the sums. i don't think INCAN have acquired Enielle btw - its more the other way round.

some TR1s will be interesting to see...but anyway I've already posted more than enough without having sat down and looked a lot more carefully.