Member Info for Yorkshirepragma

GK,
Many thanks for your reasoned reply. Created some ‘ interest’!
So in summary, probably a better ( positive upside) bet than taking a punt @ the 14/4 first Thirsk meet.
I agree on the prospect, the bumps are being reduced and all is in very good hands.
YP

Morning GK. Thoughts on likelihood based on metrics ? I’d suggest 3/1. Which is high?

Regards from sunshine ( in N Yorks)

Projects only need good planning, prayers don’t work. This one is in excellent hands.

https://en.m.wikipedia.org/wiki/Short_squeeze

Now potential it seems, agreed.

https://www.nouryon.com/globalassets/nouryon.com/news-events/media-releases/2018/oct/20181009---nouryon-company-introduction-presentation.pdf

Whatever the recovery plan , the outcomes the same. Company back on track with a robust contract book. A recovery no brainer. (NB a retired contractor dir. opinion for what it’s worth to all)
DIY

GK.. relax ...try a glass of old pec”.... a fellow % (low)holder ..it’ll be fine!
R&R is assured , regards

In Singapore. Note that there is some interest in the herd re SXX .. hurrah to international recognition

With partnership at this level, progress to commercial return at optimum .
Strong interest and consumer pressures will assist.
As an ex chem chap ..it’s a good one to back. Has my vote!

GK,Sound analysis and concur. The NPV “potential” will be the mover I suspect GF, and my the “perception of polyh( being expertly driven by the SM techs ) with user experience arising will greatly assist here. Many thanks once again
Hope SWM doesn’t need to continue for much longer, and there are great times for R&R and enjoyment ahead!
Cheers

Hi GK, Over a glass ,just revisiting your reply & I noted your emphasis upon “ANY” re ST 2 package. For what it’s worth I’d be highly surprised given the Inst. holders and prev. steering directors if this’ faltered ‘. Just a reflection based on project work in an “old bold “ past.
Appreciate your inputs .many thanks.

GK, many thanks for your reply.
Here’s hoping( waiting)!
Having been around the industry , and knowing some of the folk involved am sure it will be a straight (ish)ride.
Regards and thanks for view.

That should read’ any thoughts on a rerate level’ apologies

Seems to be a positive move around, vis sentiment ( good project progress/ positives for future of sector/ poly?).
Question to GK...based on your previous comments on a rerate level with post St 2 de risk ? History would suggest 20-40. My view would be this level?

Market is $1-2bn....how many options around!

Without the details ,it’s not feasible to be specific or take a clear view on WN.
As an ex ICI/ Zen. However I’d say just bide your time...it’s steady away. FDA are likely to have solution view,particularly for a long termer drug Iclaprim shows superior position over Vanomyin , hence potential cannot be dismissed. Also most liver impacts are idiosyncratic ( ie not specifically drug impacted).
Amphions other projects are significant also.

Without the details ,it’s not feasible to be specific or take a clear view on WN.
As an ex ICI/ Zen. However I’d say just bide your time...it’s steady away. FDA are likely to have solution view,particularly for a long termer drug Iclaprim shows superior position over Vanomyin , hence potential cannot be dismissed. Also most liver impacts are idiosyncratic ( ie not specifically drug impacted).
Amphions other projects are significant also.

Without the details ,it’s not feasible to be specific or take a clear view on WN.
As an ex ICI/ Zen. However I’d say just bide your time...it’s steady away. FDA are likely to have solution view,particularly for a long termer drug Iclaprim shows superior position over Vanomyin , hence potential cannot be dismissed. Also most liver impacts are idiosyncratic ( ie not specifically drug impacted).
Amphions other projects are significant also.

See today’s HL mining review...Sirius!

@ Buys >10m above sells... says it all.