Core Vct I Share Discussion Threads

[nash81] 18/4/2017 12:55

LGO RNS!

cheap mcap of only 10m at 2p

risked NAV 22p
broker target >20p

[tradermick1] 18/4/2017 12:06

Tech market cap £5.5 mil, cash £6.08 mil so valued below cash.

Company holds a 51% stake in DragonFinancials

Revenue from DragonFinancials of UD$9.3 million; net profit of US$5.6 million -

Main business was doing excellent but loss of biggest customer around 10-15% of turnover so maybe a flat year there or a small loss

Still crazy low price

[maytrees] 18/4/2017 11:55

TX Amazon Woman - I'm now in

[top tips] 18/4/2017 11:48

ImmuPharma (IMM)

Share price 57p
Market Cap £75m

1) ‘Lupuzor’; for Lupus currently in pivotal Phase 3 trials.
2) All patients now recruited.
3) Headline results expected Q1 2018.
4) Incremental announcements expected throughout 2017.
5) On FDA’s “fast track” “special protocol” route after strong safety and efficacy in Phase 2, so if IMM adheres to same protocol as Phase 2b and delivers positive results, FDA will not request further trial with different endpoints or outcomes.
6) Potential “multi-billion dollar sales”.
7) Currently 100% owned by IMM.
8) Very little competition, with only one other Lupus drug approved in last 50 years - GSK’s Benlysta reached sales over $400m in 2015, with annual sales predicted at $1bn by 2020.
9) IMM’s Lupuzor already demonstrated in Phase IIb that it is safer and more effective than Benlysta.
10) Fully cashed up from £4.1m fund raise in March 2017, enabling it to complete the pivotal Phase 3 trials and progress other pipeline projects.

Northland Capital has a 171p current valuation on IMM.

With the blockbuster sales potential, little competition, good Phase 2 and FDA fast track status, I personally think it could be £7 to £10 if the Phase 2 results are good in Q1 2018.

[top tips] 18/4/2017 11:47

ImmuPharma (IMM)

Share price 57p
Market Cap £75m

1) ‘Lupuzor’; for Lupus currently in pivotal Phase 3 trials.
2) All patients now recruited.
3) Headline results expected Q1 2018.
4) Incremental announcements expected throughout 2017.
5) On FDA’s “fast track” “special protocol” route after strong safety and efficacy in Phase 2, so if IMM adheres to same protocol as Phase 2b and delivers positive results, FDA will not request further trial with different endpoints or outcomes.
6) Potential “multi-billion dollar sales”.
7) Currently 100% owned by IMM.
8) Very little competition, with only one other Lupus drug approved in last 50 years - GSK’s Benlysta reached sales over $400m in 2015, with annual sales predicted at $1bn by 2020.
9) IMM’s Lupuzor already demonstrated in Phase IIb that it is safer and more effective than Benlysta, and is expected to have lower pricing.
10) Fully cashed up from £4.1m fund raise in March 2017, enabling it to complete pivotal Phase 3 trials and progress other pipeline projects.

Northland Capital has a 171p current valuation on IMM.

With the blockbuster sales potential, little competition, good Phase 2 and FDA fast track status, I personally think it could be £7 to £10 if the Phase 3 results are good in Q1 2018.

www.immupharma.org/sites/default/modules/immu/downloads/IMM-presentation-march-2017v2.pdf

[yawn1] 18/4/2017 11:33

RRR

Seeing some interest this morning. Hopefully some very very good news soon.

[ileeman] 18/4/2017 11:33

Well done Noirua

Not sold any yet, cap is still too low for me...closer to 10p.

[amazon_woman] 18/4/2017 11:29

Tuesday, 18 April 2017MTFB - What happens nextMOTIF BIO#MTFB - LSE#MTFBF - NASDAQWhat has happened?So the long awaited Phase 3 "REVIVE 1" results came out comparing the drug Iclaprim vs the standard of care drug Vancomycin. It proved it was non-inferior. In fact it did everything the FDA wanted and they had a major hand in designing the trial. There were also no safety concerns at all.This has now completely derisked the entire enterprise. This was the last big "what if?" in the pathway to a new drug.What still has to happen?There is currently a carbon copy of REVIVE 1 running, REVIVE2. This is how the FDA wanted it. Given how good the REVIVE 1 results are the chance of success of REVIVE 2 is 95%+They do need around $10mill further funds to complete REVIVE 2 but this will come at a big premium to the current share price mark my words.Once REVIVE 2 is out in early Half 2 2017 then they can submit a New Drug Application to the FDA. This is a given. It will be passed. The FDA want this drug in use ASAP.Current valuation So as i type the share price is 33.5p with an MCap of £67millPeersCempra Inc. Nasdaq CEMP - got to an MCap of £700mill at the same stage Motif is now. Its had a string of bad news but still valued at £196mill!Paratek. Nasdaq PRTK - had phase 3 read out of an antibiotic recently and is now valued at £600mill! This is probably the best comparison. Factor in a little discount for REVIVE 2 to finish but you'd still think MTFB is x5 undervalued.How much money will Iclaprim make?The ASSSI - skin infections market in the USA alone is around 4mill people a year. Around 25% of these people have good going kidney failure which Vancomycin is a TERRIBLE drug for. The obvious switch is to Iclapim. At $3500 a course the low hanging fruit is 3500 x 1000000 = $3.5billion revenues a year in the USA alone for ASSSI with kidney disease. Add in the rest of the world and creeping into non kidney disease patients...Any other uses?Yes there is! Iclaprim concentrates in the lungs and is very potent against a nasty hospital acquired chest infection, strep pneumoniae. Its about to undergo Phase 3 trials for this too and potentially double its revenue stream!TAKE HOME MESSAGES1) Completely derisked. Likelihood of becoming a drug now over 95%2) To achieve parity to US peers it needs to rise 500-1000%3) Peak year revenue for skin infections alone will be over $1billion4) This may double with use in Hospital Acquired Pneumonia.Target price remains norther of the FinnCap report of 125pDrMaccers at 03:21Share No comments:Post a Comment

[noirua] 18/4/2017 11:26

Sold PIP Pipehawk for a 70% profit - leave some for the next guy. Still waiting for MYSQ MySquare, INFT Infinity Energy and IOF Iofina to move - slow and indifferent this morning, wondering.

[yawn1] 18/4/2017 11:25

PROX

Due another run soon?

[fission453] 18/4/2017 10:52

News soon!

[soulsauce] 18/4/2017 09:57

If SULA find only a fraction of the gold they think will be there it will be huge and don't discount the Mt of DSO iron ore which they are trying to find a buyer for.

[fillipe] 18/4/2017 09:51

SULA - seem to be on the move..... + 14.94p

f

[soulsauce] 18/4/2017 09:03

SDX gas find in Egypt. Malcy's valuation for SDX was 100p before this find, currently 55p. 3D seismic has been extremely accurate, now deepening to two oil horizons.

[fillipe] 18/4/2017 09:01

RDT - frisky....+ 15.28% (!)

f

[fillipe] 18/4/2017 08:55

SRB +9%. Another up tick although still lowly at 6p-mid.

Been overall a bit vertical since the start of this year.

Broker tp 23-1-2017 was 8p, although I'd guess that is due an upward revision, what with the POG being strong.

f

[ileeman] 18/4/2017 08:54

PIP rerating

[yawn1] 18/4/2017 08:36

No cheap stock then. MMs dream.

[blueblood] 18/4/2017 08:00

MTFB positive data readout. Massive re-rating on its way and might be able to get in cheaply first thing!

[cpap man] 18/4/2017 07:35

KRS



Keras Resources plc / Index: AIM / Epic: KRS / Sector: Mining

18 April 2017

Keras Resources plc ("Keras" or "the Company")

Oversubscribed Placing Raises A$620,000 to Support ASX Listing



Keras Resources plc is pleased to announce that Pharmanet Group Limited ("Pharmanet") (ASX: PNO), the ASX listed company which the Company will reverse its wholly owned gold subsidiary, Keras (Gold) Australia Pty Ltd ("Keras Australia") into, has successfully raised A$620,000 (before expenses) from sophisticated investors in Australia (the "Placing").



The Proceeds of the Placing will support the planned listing of Keras' Australian gold assets on the Australian Securities Exchange ("ASX"), as previously announced on 21 March 2017.



It is anticipated that Pharmanet, which is currently suspended from trading subject to completion of the proposed acquisition, will relist on the ASX as Calidus Resources Limited in Q2 2017.



Keras Managing Director Dave Reeves said, "We made the strategic decision to list our Australian subsidiary on the ASX having identified significant interest from investors in-country looking to gain exposure to our highly prospective Australian gold assets. We are delighted to report that initial interest has proven to be extremely strong, with this placement comfortably raising the A$620,000 that was sought and being heavily oversubscribed. This gives us good indications for the support that can be expected for the larger capital raising to be undertaken as part of the proposed ASX listing. Crucially, the funds from the main listing will be used to support the rapid advancement of the gold assets, including a major drilling and exploration programme, and Scoping Studies at the Warrawoona Gold Project. The funds from the larger capital raise will also repay Keras' Acquisition Finance Facility, significantly strengthening our balance sheet."



"Following the completion of the listing, Keras will be the major shareholder with commensurate board representation. This ensures we maintain significant strategic exposure to the assets, which will then be well funded to take the project forward whilst strengthening our balance sheet. Furthermore, with our Australian gold assets in a standalone listed entity, we believe Pharmanet/Calidus will have the requisite structure, resources and funding access to rapidly advance these assets to the benefit of all the Company's shareholders."



"Alongside our Australian interests, we have an 85% interest in the Nayega Manganese Project in Togo and have recently submitted applications for five exploration licences in West Africa that cover previously discovered, highly sought after cobalt and nickel mineralisation. We are confident these projects offer further upside opportunity to our investors and look forward to keeping the market updated with developments relating to our African portfolio and finalising the acquisition with Pharmanet/Calidus in the near term."

[whites123] 18/4/2017 06:38

ASH:
Ashley House to benefit from Government £2 BILLION kick start.
As well as the "Normal" business as usual ASH have diversified somewhat and now hold a 76% interest in F1 Modular.

WHI had a 15p target prior to the increased holding.

Expect good things and a passing of the 15p with ease.
Stock is very tight. The NMS for buys is just 7,500 shares, whereas one can easily sell 150,000
It will POP.
The stock has severly been oversold.

DYOR etc etc...

F1 Modular (76% Owned by Ashley House) are expanding and expanding at a very fast rate.
Maybe benefiting from Government £2 BILLION sector kick start?

In the process saving 49 jobs.

I see F1M as a turning point for ASH.

When (Not so much "If") government decisions are made on social housing ASH will be benefiting both ways.

I believe the WHI target of 15p for ASH will pale into insignificance and we can look forward to targets of 40p and upwards.

lmost 50 jobs have been saved at a mid-Wales modular building manufacturer after it was bought out of administration.

Swift Manufacturing Solutions, based on the Mochdre Industrial Estate in Newtown, was established in 2011 and manufactured modular buildings for a number of well-known brands.

Insolvency and business recovery firm Poppleton & Appleby were appointed by Swift Manufacturing Solutions Ltd after it experienced cash flow difficulties. Matt Hardy and Andy Turpin, partners at Poppleton & Appleby, were appointed joint administrators of on 14 March.

Following the appointment, the company was sold to design and construction firm F1 Modular Ltd in a pre-pack, which included the plant, equipment and other assets together with 49 jobs.

The buyer has also entered into a new lease on the 80,000 sq ft factory on an eight acre site in Newtown, Powys.

F1 Modular will now control its own operations from the mid-Wales base, designing and constructing community buildings such as housing, student accommodation, fire stations, school classrooms, leisure facilities and hotels, as well as retail units and kiosks.

Matt Hardy of Poppleton & Appleby, said: "We are delighted that 49 jobs have been saved with our help.

"It shows that if companies make contact with a business recovery specialist early enough, it can lead to a positive outcome for staff and their jobs.

"We were called in when the company ran into cash flow difficulties and F1, who were already in the early stages of a joint venture to build modular houses for their own projects, wanted to buy and preserve the production facility for the future.

"The high quality of the product, together with the skills of the workforce were of particular importance to F1."

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WORK has started on a £5.4m health centre aimed at making specialist services more accessible to people in County Durham.

The new diagnostic and treatment centre, on the outskirts of Durham city, will be providing specialist services which are currently accessed at Sunderland Royal Hospital and Sunderland Eye Infirmary.

Ken Bremner, chief executive of City Hospitals Sunderland NHS Foundation Trust, said: “We have provided specialist services to people in Durham for a long time and we’ve always asked residents to go over to Sunderland for outpatient appointments.


“This is something we have wanted to do for 10 years so it’s been a long time coming. It’s exciting to be seeing diggers on the site.

The 2,500m2 unit, which is on the Belmont Industrial Estate, is due to open in spring 2018.

It will provide services including renal dialysis, ophthalmology and day surgery as well as outpatient clinics for urology, nephrology and ENT patients.

Mr Bremner added: “This facility will not only provide a range of key services in much closer proximity to Durham, but it will allow us to expand and improve those services for the benefit of many of our patients who currently have to travel to Sunderland to receive the care they need.”

Urology consultant surgeon Ben Jenkins said: “This is going to be a unit where we can get as much done as possible on one visit which is what people want.

“Ten years ago we weren’t really thinking about that sort of thing. It’s good to be able to use the good things we have seen elsewhere when we have been designing this.

“I think it will be great for patients.”

The dialysis unit is aimed at improving capacity to deal with increasing numbers of patients, which is growing by about seven per cent a year.

In addition to the new dialysis unit, there will also be a daycase theatre, recovery area, outpatient procedure room, consultation rooms and X-ray facilities.

The project is being delivered by developer Ashley House, Esh Build, and funders Assura PLC, a health care investment company.


Ashley House commercial director Jonathan Holmes said: “As a social developer we have worked closely with the trust and its clinicians to ensure we are delivering an innovative facility helping local people access the highest quality services closer to home.”

It is anticipated that there will never be more than 30 members of staff working at the centre at a time.

It will be accessed via Broomside Lane and will have a 98-space car park.

[equity growth] 17/4/2017 14:24

AGQ, KOD, etc.https://futurism.com/elon-musk-100-tesla-gigafactories-could-power-entire-world/