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oracle
Posted on: Apr 2 2019, 10:23 AM


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Posts: 787

Yeah me too! I'm just wary of the time and experience required for scaleup.No question success would lead to a step change in earnings.All the best
  Forum: By Share Code

oracle
Posted on: Apr 2 2019, 09:55 AM


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Posts: 787

Still a science experiment Mick (albeit a promising one)I hold
  Forum: By Share Code

oracle
Posted on: Dec 3 2013, 10:37 AM


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Capital raising
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oracle
Posted on: Nov 8 2013, 12:53 PM


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Posts: 787

Teck selling their stake ~91m shares

Cheers
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oracle
Posted on: Oct 23 2013, 09:59 PM


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Posts: 787

The irony wasnt lost on me either dr dazmo. These jokers somehow have managed to completely miss the boom in financial services that has been occurring around them. There must be some value buried here but at the rate they are destroying it there may not be much left when it emerges.
Such a far cry from the days when it was an exciting fast growing stock under the leadership of kevin white - although to be fair he too ran out of ideas in the end. what a mess.

cheers
  Forum: By Share Code

oracle
Posted on: Apr 20 2012, 11:25 AM


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Posts: 787

QUOTE
why can't ot be a side way market for few years


...because that wouldn't sell enough newsletters!
  Forum: Macro Factors

oracle
Posted on: Dec 21 2011, 10:41 PM


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Posts: 787

A sweet looking deal poly. Product launch,sales & marketing costs to the Actavis account. Plus the 'super royalty' of 50% on cumulative sales of 150m from early in the product life.Looks very good to me. Now just to be a party pooper I should say all dependent on getting approval!Cheers
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oracle
Posted on: Dec 20 2011, 03:08 PM


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Posts: 787

TH for a 'significant commercial transaction'.
  Forum: By Share Code

oracle
Posted on: Dec 19 2011, 06:36 PM


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Posts: 787

Not just your computer pad23mur.
Somebody tripped over the extension cord in Etrade HQ again.
  Forum: By Share Code

oracle
Posted on: Dec 17 2011, 02:02 PM


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Posts: 787

Out of luck there flower I'm afraid.
Foxtel have the first two seasons wrapped up.
If they are a success then you may well see the free to airs jump in after that to offer for example Friday night blockbusters.
  Forum: Off Topic Chat

oracle
Posted on: Dec 12 2011, 09:48 AM


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Posts: 787

Great to see innovation alive and well in our corporate sector isn't it veeone?

Pity they can't apply the same endeavour to their business.
  Forum: Off Topic Chat

oracle
Posted on: Nov 29 2011, 02:35 PM


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Posts: 787

Good to see more gold showing up at Tropicana nifty, long may it continue.
Unfortunately nickel letting us down at the moment. Dec quarter will be poor with the A$ PON well down on the previous quarter so far. The only solace is that others will be hurting more with IGO a relatively low cost producer. Zinc still looks awful.

Cheers
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oracle
Posted on: Nov 25 2011, 03:02 PM


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Posts: 787

Not done with our seller but the lower currency has to be bit of a tailwind for revenue and profitability.
Might just be in the nick of time.
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oracle
Posted on: Oct 18 2011, 03:38 PM


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Posts: 787

Closed today above the recent cap raising (by a whole cent).
Hopefully a sign that we can put that debacle behind us.
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oracle
Posted on: Oct 12 2011, 10:35 AM


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Posts: 787

Yes agree with all of that.

Cheers
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oracle
Posted on: Oct 10 2011, 09:04 PM


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Posts: 787

Holding gliontos but the last couple of months sure has tested my mettle. Selling has been relentless.
They are having a tough time getting traction and I do think the balance sheet is starting to look a bit thin.
Great potential longer term though, no question.

Cheers
  Forum: By Share Code

oracle
Posted on: Sep 20 2011, 10:29 PM


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Posts: 787

That's good news floyd. Orbis are smart biotech investors. (a bit like you and I!!)

Cheers
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oracle
Posted on: Sep 14 2011, 01:38 PM


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Posts: 787

FDA approval for the new meter. Now if Lifescan could get going on a US launch we might be able to get volumes up and get manufacturing into the black.
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oracle
Posted on: Sep 9 2011, 11:26 AM


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...and the prospect of a further deal in the patient self testing market. "in discussions"
Good stuff...
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oracle
Posted on: Sep 8 2011, 11:09 AM


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Yes might explain Lifescans rather listless performance so far.
Thanks for that.
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oracle
Posted on: Sep 8 2011, 10:44 AM


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Posts: 787

Chunky crossing this morning floyd, the second in the past week.
Register is turning over which has to be a good thing.
Stale money getting out.
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oracle
Posted on: Sep 7 2011, 09:14 PM


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Posts: 787

Hi floyd,
Good question - I'm pretty sure they contract out the manufacturing and that is the intent for the finished product.
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oracle
Posted on: Sep 7 2011, 04:53 PM


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Posts: 787

Whoops...gotta lay off the chamomile tea.
Most of his holding was bought some time ago, not in the recent placement. Recent purchases took him over the SS threshold.
Where's that coffee...
  Forum: By Share Code

oracle
Posted on: Sep 7 2011, 04:21 PM


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Posts: 787

Thanks for the link floyd.
Gee this one's been disappointing. Despite the reassurances you have to wonder about Lifescan's committment to the Verio. And losing money on manufacturing just kills me. 'Interim costing' indeed - thats just a poorly negotiated deal in my book.
These guys have got some work to do.
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oracle
Posted on: Sep 7 2011, 04:14 PM


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Posts: 787

Interesting development with Lang Walker taking up 7mil odd shares in the recent placement. He made a motza backing ACR when the shareprice was similarly depressed.
Good vote of confidence (and boy does QRX need it).
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oracle
Posted on: Sep 5 2011, 03:56 PM


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Posts: 787

Also holding TPAPA wren.
Not for the faint hearted but I was reasonably reassured by the recent results. Debt reducing and free cashflows now comfortably covering interest payments. Operational EBITDA seems to have stabilised and there appears to be a willingness now to tackle problem divisions. So the prospect of fix or flog. And most importantly no more of the growth by pacman strategy of previous administrations. Quite like the look of this newish CEO.
Cheers
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oracle
Posted on: Jul 22 2011, 01:02 PM


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Posts: 787

Might be confusing it with your favourite tipple arty - Chateau Latour?!
  Forum: Off Topic Chat

oracle
Posted on: Jul 21 2011, 05:49 PM


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Starting to look a little better isnt it Nifty.
Hopefully we've got the JML integration behind us now. I wasn't a big fan of the price paid but I do like the diversification it provides. The thought of a major seismic event at Long used to give me nightmares.
Interesting that some contrarians are starting to talk up the prospects for zinc too with a projected supply shortage kicking in in 2013. Maybe JML will prove to be astroke of genius yet!
Should be a decent quarter going on the lead of WSA.
Cheers
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oracle
Posted on: Jul 13 2011, 10:52 AM


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Posts: 787

Don't think anything is up with ACB Mick - think its just the rub-off from the approach made to BMN from Chinese interests.

Welcome though!
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oracle
Posted on: Jun 29 2011, 09:32 PM


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Posts: 787

Hey poly,
For what its worth, my mail is that there has been a small insto tipping out their biotechs of late (perhaps as a result of the PXS debacle). Wouldn't be surprised if some of the quality stocks like ACR, SPL had sold off for the same reason.
As always the market will tell us when the selling is over and its looking pretty good at the moment.

Cheers
  Forum: By Share Code

oracle
Posted on: Jun 18 2011, 04:27 PM


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Posts: 787

Hi poly

The selling has been brutal across the board and QRX certainly not spared. I was hoping 1.80 might have held but the market will do what it wants to do in the short term.
With the strategic partnership i was thinking along the lines of a sales/marketing deal for IR but a guess a broader tie up is possible. Will be interesting to see.
Certainly they should be able to get a good deal given the late stage data and market size - chunky upfront and 15-20% royalties not uncommon I believe.

Gotta be patient with this horrible market in the meantime!
  Forum: By Share Code

oracle
Posted on: Jun 17 2011, 05:34 PM


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Posts: 787

Largest volume day for some time.
Might have cleared a line.
Assuming the rollout of J&J's One Touch Verio is on track, UBI starts to look interesting down here.
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oracle
Posted on: Jun 17 2011, 03:37 PM


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Posts: 787

FYI polyphemus, Stuart Roberts at Southern Cross has reiterated his Buy recommendation and $3.30 price target post the recent comparative study.
Starting to look excellent value down here.

Cheers
  Forum: By Share Code

oracle
Posted on: Jun 17 2011, 03:31 PM


Group: Member
Posts: 787

QUOTE
nice find


Nice finding by me...but poor calendar reading - 15 Jun was two days ago, not yesterday!

The new TP represents a large jump from their previous position - I can only conclude they must be pretty enthusiastic about the Vietnam acreage.
As annaliese says, hopefully it pops up on the NEN website next week.

Cheers
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oracle
Posted on: Jun 17 2011, 02:02 PM


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Posts: 787

Annaliese & PTcruiser,

Yes the new SCE recommendation is showing up on Bloomberg - Spec Buy PT 1.20 dated yesterday (15 Jun).

Cheers
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oracle
Posted on: Jun 14 2011, 02:44 PM


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Posts: 787

Dont think it has anything to do with the results.
Lots of skittish investors atm and news, good or bad, is being sold.
Things will get better but not today!

Cheers
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oracle
Posted on: Jun 7 2011, 11:48 AM


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Posts: 787

Might have our break today pp. Looks like a line cleared?

Cheers
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oracle
Posted on: May 31 2011, 02:30 PM


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Posts: 787

Some good volume going through the market today - may indicate the worst of it is over.
It's been along grind down.
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oracle
Posted on: May 27 2011, 10:47 AM


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Posts: 787

...and no great surprise the correction came on the day PXS got smashed.
Had been going parabolic so had to correct at some stage.
Cheers
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oracle
Posted on: May 21 2011, 08:20 PM


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Posts: 787

It's my cousin in the picture.
  Forum: Off Topic Chat

oracle
Posted on: May 21 2011, 07:19 PM


Group: Member
Posts: 787

QUOTE
If you dont believe me then go ask the oracle at delphi


Hey...leave me out of this!

  Forum: Off Topic Chat

oracle
Posted on: May 11 2011, 01:28 PM


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Posts: 787

JMH03

Still no sign of a launch in the US despite the FDA approval. Lifescan certainly dont seem to be in any hurry to release in their own backyard.
I've been disappointed in the lack of concrete developments in the pipeline too. They have been talking for a long time about the other applications.

Hanging in there but ,like the market, I'm starting to get a bit impatient!
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oracle
Posted on: Mar 31 2011, 10:42 AM


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Posts: 787

Fab annaliese - saved me some homework.

Cheers
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oracle
Posted on: Mar 31 2011, 10:29 AM


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Posts: 787

Hi dee27,

Its perhaps indicative of how snoozy this stock is that its taken me three months to see your post.
I do hold a modest parcel - like what they do and the people doing it. The biggest problem (and the reason I am reluctant at this stage to commit more funds) is that I'm not yet convinced that there will be sufficient 'needle-moving' news over the next 6-12 mths to keep the market interested.
That can change of course so I keep an eye on it. I put IPD in the quality biotech camp so definately want to own more at some stage.

Cheers
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oracle
Posted on: Mar 30 2011, 06:36 PM


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Posts: 787

And good to see a major in Occidental active in the basin.
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oracle
Posted on: Mar 25 2011, 09:39 AM


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Posts: 787

A nice consequence of the capital raising has been the addition of BlueGold Capital to the register. These guys are a hedge fund specialising in the commodities space and are a class act.
Bound to draw more attention to NEN.

Cheers
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oracle
Posted on: Mar 10 2011, 10:01 AM


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Posts: 787

More at work than just the t/o pengo - most midcap resource stocks off 20-25% from recent highs.
Sector rotation is really whacking resources atm.

Cheers
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oracle
Posted on: Feb 24 2011, 11:38 AM


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Posts: 787

Yes I like the way they are going about it.

For me it comes down to backing what seems to me to be a quality management group.

Cheers
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oracle
Posted on: Feb 24 2011, 11:08 AM


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Posts: 787

Thanks annaliese.

Been reading your typically imformative posts on NEN for some time and finally dived in with a modest holding on the dip the other day.

Now furiously doing homework!

Cheers
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oracle
Posted on: Feb 23 2011, 01:26 PM


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Posts: 787

QUOTE
10,000 repetitions is a truth


Bit of work to do yet wolverine.

I believe it was 64,200 repetitions according to Mr Huxley!

Cheers
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oracle
Posted on: Feb 10 2011, 11:33 AM


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They sure aren't loving it at the moment are they slick.
Let's see if CB can sell it.
Got to admit I'm always a bit nervous about growth by acquisition as the pressure is to pay up in order to get the all important blessing of the target board. Seems a lot is riding on successful minelife extensions at Jaguar/Bentley and a positive DFS at Stockman.
Hope they've got this right and it isn't a replay of their small but disastrous investment in MRX prior to the release of their DFS.

Cheers
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oracle
Posted on: Dec 15 2010, 07:49 PM


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No idea Fred, however I did note that overnight Lilly had another late stage project fall over. From memory that makes about 4 big setbacks this year. Perhaps somebody is speculating that they might look to mop up ACR to help fill the pipeline.
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oracle
Posted on: Dec 2 2010, 05:06 PM


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Posts: 787

QRX looks to be breaking up after consolidating and absorbing the recent capital raising.

Lot to like here - late stage program in a large target market (opiod drugs for moderate to severe pain with fewer sideaffects), near term milestones (completion of final Ph3 trial imminent and NDA filing 1Q11), pipeline developing behind lead candidate, cashed up and
first rate board and management.

As biotechs go, one of the better bets IMO.
  Forum: By Share Code

oracle
Posted on: Nov 25 2010, 09:13 AM


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Posts: 787

Thanks for that 'life-affirming' report from the AGM micam.
Worth a thousand analyst's reports!
It always bemuses me how the analysts will tut tut and say how IGO appears fully or over valued compared to the Ni peer group!
Very few if any have woken up to what is emerging (and quickly) behind Long.
I didnt realize it until recently but IGO has more than repayed my initial investment in dividends. I dont post very often simply because I genuinely trust these guys to look after my investment for me - I can't say that about too many other companies in my portfolio.

Cheers
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oracle
Posted on: Nov 24 2010, 02:01 PM


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Posts: 787

Congrats all round Fred. Not many Aussie biotechs have taken an inhouse candidate through to FDA approval. It's a fair achievement.
I will be interested in the outcome of their strategic review of the product pipeline.
In the meantime nice to know the future of the company is secure.

Cheers
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oracle
Posted on: Nov 24 2010, 10:00 AM


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Interesting times Fred.
Presumably we are down to a binary event!

Cheers
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oracle
Posted on: Oct 29 2010, 07:23 PM


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Was a good read wasn't it nifty.

Moran has really kicked the production along and the exploration effort is starting to throw up some exciting new potential projects.

A ripping yarn.
  Forum: By Share Code

oracle
Posted on: Aug 18 2010, 02:11 PM


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Blue - when the big fella is down 3.5% the index is always going to struggle, but the broader market isn't doing too badly.
  Forum: Macro Factors

oracle
Posted on: Jul 28 2010, 02:49 PM


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Confirmation from the quarterly that the purchase of the old Mayne Pharma facility and product range from Hospira is a real cash cow with $ 5m odd of free cash flow generated in the quarter.
Maiden dividend to be declared with the 4E.
Cheap, profitable and upside from the continuing development of SUBA-itraconzole.
Well worth a look IMO.
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oracle
Posted on: Jul 9 2010, 10:13 PM


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Doubt it mate. SI is merging his two semi-private companies together. Down the track after some serious value add I'm sure the plan is to sell out and maybe then Pfizer might get a look in. Or any number of other pharmas/medical device companies.
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oracle
Posted on: Jul 8 2010, 04:24 PM


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My understanding is that some of the cross-juridictional legal and taxation issues are taking longer than expected.
As it is an agreed deal between largely related parties I very much doubt it wouldn't go ahead. Wouldn't hurt for the company to let us know though...!

Given the lead time before a meeting can be convened, we are definately looking at August now.
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oracle
Posted on: May 27 2010, 01:39 PM


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Posts: 787

QUOTE
keep your shirt on mate


...its not his shirt I'm worried about blueice!!


  Forum: Off Topic Chat

oracle
Posted on: May 3 2010, 09:55 AM


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Posts: 787

TH called by MSB today...
QUOTE
The Company is concluding a major commercial transaction regarding a merger or
acquisition


Just a guess but maybe a merger of cousins MSB & Angioblast?

Cheers
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oracle
Posted on: Apr 29 2010, 02:02 PM


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Posts: 787

QUOTE
I'm more concerned about the Nikkei: it's down more than 2.5% as I type.


Set your mind at rest there arty - Nikkei not trading today (public holiday)
You're looking at yesterdays data i think?

Cheers
  Forum: Macro Factors

oracle
Posted on: Apr 16 2010, 02:46 PM


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Posts: 787

I think it is the CEO fraz.

Lot of chatter on DowJones that Richard Cottee (QGC) is either in the mix or over the line.

Cheers
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oracle
Posted on: Apr 8 2010, 02:04 PM


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Yes I agree with that fraz - no offence intended

Cheers
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oracle
Posted on: Apr 8 2010, 09:14 AM


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QUOTE
I don't care what they deliver down south


Well maybe you should fraz. As the old saying goes without getting the short term right, there is no long term.
Of course resolving Crux is important but without cashflow from LongTom in the short term there is no NXS.


  Forum: By Share Code

oracle
Posted on: Apr 7 2010, 02:14 PM


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Posts: 787

Hi slick

Good to see a +50% increase in gas delivered in the Mar Q compared to Dec. Depending on how much of the Dec costs were one-off startup related we might see an EBITDA number around $9m I reckon with the cold weather still to come.

It's a start.

Cheers
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oracle
Posted on: Mar 19 2010, 01:33 PM


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Posts: 787

Need to put your reading glasses on plastic.

The ACL deal is with a company called EMISPHERE. Nothing at all to do with Cellzome's Episphere technology.

Cheers
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oracle
Posted on: Mar 16 2010, 10:28 AM


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Hi Fred
Yes I thought it was a great deal for ACR but I suspect there was a lot of hot short term money in the stock.
No question this is the making of the company.
Cheers
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oracle
Posted on: Mar 16 2010, 07:18 AM


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Maybe indeed Fred.

ACR made it clear that they were exploring the full range of transactions include outright sale of the company.

Interesting to see what they come up with.

Cheers
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oracle
Posted on: Mar 4 2010, 06:58 PM


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The extra revenue this quarter should help - at least the bankers will appreciate it!
And shareholders might breathe a bit easier to see that debt mountain start to be whittled down.

Still hot here in Melbourne I'm afraid...!
  Forum: By Share Code

oracle
Posted on: Mar 4 2010, 12:29 PM


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Posts: 787

Thanks for the link to the National Gas Market BB slick. I had been meaning to look for that info but hadn't succeeded yet.
Its certainly been a slow start for Longtom with the summer seasonal low demand but current rates are a nice stepup from the Dec Q avg of 30TJ/d.
Thanks once again.
Cheers
  Forum: By Share Code

oracle
Posted on: Feb 25 2010, 10:54 AM


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Posts: 787

Hi Slick

Worth keeping an eye on LME Ni stocks which are just starting to inch lower. Long way from being a trend but it looks like the supply disruptions in Canada are starting to affect the market and commentators are saying may continue for some time yet.

Cheers
  Forum: By Share Code

oracle
Posted on: Jan 28 2010, 10:49 AM


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Posts: 787

CSL are serious players in the antibody field and have a lot of in-house expertise so yes this is a significant deal for PAB to pull off.
Worth remembering that CSL collaborated with Amrad and ended up buying the company largely for it's antibody programs.

A big tick for PAB and highlights the breadth of their pipeline.

Cheers
  Forum: By Share Code

oracle
Posted on: Nov 17 2009, 10:36 AM


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Posts: 787

It's been far too long since we saw a klavier at an AGM!
Should be more of it.
  Forum: By Share Code

oracle
Posted on: Nov 11 2009, 03:02 PM


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Posts: 787

The announcement today was not regarding funding of the clinical trial in SM6 - it is already funded. It referred to partial government funding for an additional study into the mechanism of action for SM6 which will run independently of the clinical trial.
Important information to know but the announcement itself was not transformational.

Cheers
  Forum: By Share Code

oracle
Posted on: Nov 5 2009, 03:35 PM


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Posts: 787

Yes nice move up today battler out of a congestion zone.

With a couple of stumbles by Osiris in the US of late it gives MSB the chance to take the lead in adult stem cell treatments.

Cheers
  Forum: By Share Code

oracle
Posted on: Oct 26 2009, 03:09 PM


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Posts: 787

Yes 1.2M volume not to be sniffed at!
Let's hope there is something behind it.

Cheers
  Forum: By Share Code

oracle
Posted on: Oct 26 2009, 02:47 PM


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Posts: 787

QUOTE
Thats when the 6 month timeframe expires


The FDA doesn't work to a timetable matt - that often quoted 6 mth period is indicative only.

Cheers
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oracle
Posted on: Oct 12 2009, 09:05 PM


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Posts: 787

Strewth...two investor presentations in the space of 19 days...from a company that doesn't talk that much.

Not buttering us up for a cap raising are they...?
  Forum: By Share Code

oracle
Posted on: Sep 29 2009, 11:01 AM


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Posts: 787

I use IRESS Mike (but work pays for it!)

Cheers
  Forum: By Share Code

oracle
Posted on: Sep 29 2009, 10:31 AM


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Posts: 787

need to sack your data provider mike - its trading @59 atm

cheers
  Forum: By Share Code

oracle
Posted on: Sep 10 2009, 12:11 PM


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Posts: 787

Early stage application here adder but another handy iron in the fire.
Fancy...a possible cure for 'shaggers back'!
SP seems to have recovered from it's most recent bungee jump.
  Forum: By Share Code

oracle
Posted on: Sep 8 2009, 10:07 PM


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Posts: 787

A report from the LA Times...

QUOTE
Could intravenous antivirals be a last-ditch treatment for swine flu?
September 3, 2009 | 5:41 pm
An unlicensed intravenous form of the antiviral drug Relenza saved the life of a woman with a severe illness resulting from infection by the pandemic H1N1 influenza virus, British doctors reported today in the journal Lancet. Dr. Michael Kidd and Dr. Mervyn Singer of the University College London Hospitals were treating the virus, commonly known as swine flu, in a 22-year-old woman who had contracted it after undergoing chemotherapy for Hodgkin's disease.

The woman had increasing shortness of breath, build-up of fluid in both lungs and was progressively deteriorating. Physicians had given her Tamiflu and Relenza, which is normally given in an inhalable form. Neither was effective, and on the 16th day of her stay in the intensive care unit, the doctors decided to try an experimental form of Relenza that is given intravenously. Permission for the experiment was given by the hospital and the woman's relatives, and the drug was supplied by the manufacturer, GlaxoSmithKline. Her condition improved within 48 hours and she was discharged from the ICU on the 24th day. The doctors speculated that neither the inhaled Relenza nor the oral Tamiflu were reaching the infection deep in her lungs.

Both GlaxoSmithKline and Roche, which manufactures Tamiflu, have been testing intravenous formulations of the drugs with some success. Additionally, BioCryst Pharmaceuticals of Birmingham, Ala, has been testing a third antiviral drug called peramivir, primarily in Japan. The President's Council of Advisors on Science and Technology, in a report presented to the White House last week, called on the Food and Drug Administration to accelerate the approval process for the drugs, and many doctors have echoed that call, terming the intravenous drugs a valuable new addition to therapy of influenza infections.
  Forum: By Share Code

oracle
Posted on: Aug 26 2009, 02:20 PM


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Posts: 787

Hi johnel - don't follow TGR closely but did notice macquarie downgraded to underperform on the result.
Seems they are concerned about the higher capex/debt in FY09 and indications of similarly high capex in FY10.
On the other hand they expect sales momentum to continue. Nevertheless theyare forecasting lower profits in FY10 due to increased interest/tax and depreciation charges.

Hope that helps.
  Forum: By Share Code

oracle
Posted on: Aug 24 2009, 04:44 PM


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Posts: 787

QUOTE
Who says traders are dumb dim witted and unable to make a $


...er confession time BSA, I think it was me...but I was drunk at the time!

Thanks for the 'colour piece' - appreciate it.

Cheers
  Forum: By Share Code

oracle
Posted on: Aug 20 2009, 01:30 PM


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Posts: 787

Copping a bit of a beating atm slick, but you can console yourself with the thought that they will be banking good cashflows this quarter.

Cheers
  Forum: By Share Code

oracle
Posted on: Aug 14 2009, 04:02 PM


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Posts: 787

QUOTE
Anyone know when it's likely to announce dividends?


As per the quarterly slick, final dividend will be announced with the yearly results Aug 31.

Cheers
  Forum: By Share Code

oracle
Posted on: Aug 7 2009, 01:20 PM


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'Jiggy' indeed BSA.

Been trying to get my head round this one on and off without much success, so my diagnostic dollars have been elsewhere.

Hope the jig turns into a tango!

Cheers
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oracle
Posted on: Jul 29 2009, 02:28 PM


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No need for the heavy roller with merv on the job!
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oracle
Posted on: Jul 24 2009, 11:28 AM


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Cheers BSA

Yes agree with your thoughts about the overall market.
Whilst recognizing the prospects of a consolidation, its becoming more intriguing to me by the day as the market refuses to pull back.
In general terms I am lightening or letting go a few holdings that have done well and retaining my high-conviction stuff (for 'high-conviction stuff' read 'stuff I still like but bought way way too early'!!).

Cheers
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oracle
Posted on: Jul 23 2009, 10:45 AM


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Right back at ya there BSA!

Thanks for those insights. Much appreciated as always. I vaguely remember getting excited around the time of your Aug 08 failed signal. Memory is a bit dodgy, but seem to recall something happened shortly thereafter...started with G I think...three letters...oh well completely forgotten, couldn't have been important!

There have been a few developments in regenerative medicine of late which I think are shining a light on the area - Geron did a deal with GE healthcare around their stem cell technology and Pfizer announced last month it was pumping a lazy $100m into their regen med programs. As well there has been talks and mergers between some smaller players. So I think its a pretty good space tp play atm.

Really like what these guys do, but the SP does tend to bob around and then move up in a hurry, and down in a bigger hurry! That's the extent of my TA input!

Cheers mate all the best.
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oracle
Posted on: Jul 23 2009, 09:36 AM


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Cheers battler - couple of good days indeed.

I'd settle for a good consolidation above the old resistance. Over the dollar would be good too...!

Amazing what happens when a seller is exhausted.

Cheers
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oracle
Posted on: Jul 23 2009, 09:32 AM


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Yesterday may have cleared an overhang with a largish crossing done @1.10.

May well ease the pressure which has been weighing of late.
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oracle
Posted on: Jul 21 2009, 03:31 PM


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Thanks alfa that's a good point.
As a result of the market's fall over the past year a lot of 'active' fund managers have been losing business to more passive investment managers which has hurt the smaller cap stocks which don't figure prominently in the indices.
Traditionally this has been a very good time to pick up those quality stocks which have been thrown out with the bath water.

Cheers
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oracle
Posted on: Jul 21 2009, 03:09 PM


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Cheers battler

I actually think the last few clinical announcements have been pretty good and its just been the selling from (presumably) AMP which has been holding us back.
We'll see.

Cheers
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oracle
Posted on: Jul 21 2009, 02:59 PM


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Yes battler - MSB making a good fist of breaking through the prior resistance level around 84/5.

Perhaps our seller has been cleared.

Cheers
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oracle
Posted on: Jul 21 2009, 11:27 AM


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Hi bill,

Certainly interesting times at PAB. Was expecting the cap raising but not that it would be @25! Not complaining mind you.
And the change of tack with a greater emphasis on early stage partnering makes sense, although takes a bit of the sizzle out of the equation in the short term.
Long term, more confident than ever that we are on board a quality vehicle.

Cheers
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oracle
Posted on: Jul 15 2009, 01:29 PM


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Still a bit of horse-trading going on @80 battler but we are slowly working through the backlog.

Once it's all cleared msb should be in for a decent run I imagine.

Cheers
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oracle
Posted on: Jun 26 2009, 02:16 PM


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Thanks for the heads up on the Catalyst segment battler.

Here is the link thru to the webcast of the show including an interview with Itescu.

www.abc.net.au/catalyst/stemcells

Cheers
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oracle
Posted on: Jun 19 2009, 04:37 PM


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Posts: 787

CXS making a good fist of pushing up above the 60 level, which was the high point prior to the recent capital raising.
Fair to say I think that that the extra shares have now been absorbed by the market.

Cheers
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oracle
Posted on: Jun 12 2009, 03:33 PM


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Posts: 787

QUOTE
Whatever it was they said it must have been good.


You can judge for yourself moscowman - webcast is available on the website.

http://www.chemgenex.com/wt/uber/webcast_1

Cheers
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oracle
Posted on: Jun 10 2009, 10:26 AM


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Posts: 787

QUOTE
For those who joined the HXL register at IPO time back in August 2007 they are looking at about a 70% loss on their initial investment.


All valid points triage however biotech has never been for the faint hearted, or I would argue for the long term. Its about being in when interest is returning to the sector which it is now. Corectly timed it can provide wonderful speculative returns. The last thing you want to do is fall in love with it and sit tight for the product to hit the market, in my opinion.

And with respect, what happened to the ipo investors has nothing to do with an investment decision today.

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oracle
Posted on: Jun 9 2009, 08:32 PM


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Posts: 787

QUOTE
I wonder who had ADMIN add this site


Well adder, judging by the early performance of HXL I'd say somebody who very quickly looked elsewhere!

Cheers
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oracle
Posted on: Jun 9 2009, 03:10 PM


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...and dirt cheap with $31m in the bank.

Cheers
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oracle
Posted on: May 21 2009, 06:22 PM


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Yes I agree ty - like the look of CXS atm.
Plenty of interest in the peer group and the story here is one of the best.

Cheers
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oracle
Posted on: May 14 2009, 09:23 AM


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Sorry Mike, didn't explain that well.

I felt that there was genuine excitement about both the size and the timing of the opportunity but in response to a direct question they declined to offer a timeline.

There was talk of SPL personnel being on the factory floor running trials but nothing concrete at all. If it's any consolation there was an SPL coated condom on display for inspection by shareholders (unused and strawberry flavour I believe!!).

Looks like the market is heading into a pull-back here so will be most instructive to observe how SPL behaves.

Cheers
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oracle
Posted on: May 13 2009, 10:05 PM


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More bad press for heparin may boost sales of synthetic Arixtra which has proven safety benefits.

QUOTE
FDA investigating deaths of heparin patients
May 12, 2009 — 10:42am ET
Just when you thought the heparin scare was over. The FDA and Baxter Healthcare are investigating the deaths of two Delaware patients who died after taking the blood thinner. Both patients--along with a third that suffered an adverse reaction--were using Baxter-supplied heparin, the Wall Street Journal reports, but there's no clear evidence that the drug caused the deaths.
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oracle
Posted on: May 13 2009, 03:28 PM


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Posts: 787

QUOTE
seems like the company could do something if they wanted


Yeah I'm sure they could too, but guess it comes down to the cost and time of submitting an SEC compliant prospectus for approval.

The action lately has got me interested alright. Solid volume and a real reluctance to drop down out of this higher range. I truly think we are at an important turning point.

Another delightfully vague investor presentation today. They've always been good at painting the broadbrush picture (they sure were back in 1999 when i first invested pre-IPO!!). I think I will faint the day i see a timeline.

All I can say is that face to face at the agm last year there seemed to be genuine excitement about the condom product, which included the time to delivery. It's certainly possible if not probable that SSL won't let them talk about it (gee I'm being reasonable today). Beyond that I regret that I will have to refer you to the latest investor presentation!!

Cheers
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oracle
Posted on: May 13 2009, 11:17 AM


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Posts: 787

QUOTE
I think it stinks that there is no Share Purchase Plan for Americans


Just to clarify as I understand it Mike, the problem lies with the SEC who feel they have to protect you from these dodgy foreign companies!

Beleive me when I say I'm not a cheerleader for the company either...as an investor in the pre-IPO days I have a list of grievances as long as my arm! Keeps me coming back though...

Cheers
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oracle
Posted on: May 12 2009, 05:13 PM


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...and another chunky trade of 4.1m after the bell.

Must be close to the end of the large holder.

Cheers
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oracle
Posted on: May 6 2009, 12:55 PM


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Cheers bill

Yes Takeda is occupying my thoughts too. We were due an announcement in the first quarter so there has obviously been a bit of slippage here. Hopefully an update soon.

Also if previous timelines are kept then we must be getting close to the conclusion of pre-clinical work on LM1 & SM6. There may well have been slippage here as I am sure the company would have been watching the cashburn carefully.

With a (at least temporary) thawing in the markets it would be timely for an update.

Cheers
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oracle
Posted on: May 5 2009, 01:18 PM


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Well bill looks like the return fire from the buyers has sent the seller back into his foxhole.

Lets see at what level the next skirmish is fought.

Cheers
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oracle
Posted on: May 4 2009, 07:56 PM


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Posts: 787

This from The Australian today...



QUOTE
INDEPENDENCE Group's brownfield Kambalda nickel ground has shown drill results that could boost annual output by 5000 tonnes.

Drilling at the Moran discovery has Deutsche Bank saying the deposit could hold 40,000 tonnes of nickel and boost production at the Victor/Long operations from 8000 tonnes a year to 13,000 by 2011.

Preliminary analysis by Deutsche says the find could be worth $135 million, or $1.20 a share, extend mine life to 2018 and be sanctioned next year.


Confirms my thinking that Moran is a very significant orebody.

Cheers
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oracle
Posted on: May 4 2009, 02:12 PM


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QUOTE
very likely the seller has not been supressing the SP by selling on market


why do you say that?
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oracle
Posted on: May 4 2009, 12:56 PM


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A big chunky 5.85m crossing through the market today.

That's either the end of the seller or takes a big bite out of the remaining shares.

That should free things up a bit.

Cheers
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oracle
Posted on: May 3 2009, 10:00 PM


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Sorry bill no further info.
If I find out, you'll be the second to know!

Cheers
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oracle
Posted on: May 2 2009, 05:52 PM


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Hi bill,

Yes it's been a sight to behold.

Don't know what's going on but my mail is that one of the funds has had a change of the guard - and out they go!

To think these people are paid a fortune to act so irresponsibly with other people's money.

Can't help with your etrade question sorry.

Can't last forever.

Cheers
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oracle
Posted on: Apr 24 2009, 10:08 AM


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I think I'm going to allow myself to start getting just a tad excited about Moran.
Shaping up as a significant orebody I suspect, and close to existing infrastructure.

Cheers
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oracle
Posted on: Apr 20 2009, 10:46 PM


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Posts: 787

Cheers Mike,

This volume is certainly pruning a lot of deadwood from the register.
As you say, 'tightening up' nicely. Gives us a good chance of making further progress with improved news flow.

Cheers
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oracle
Posted on: Apr 16 2009, 09:35 PM


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Posts: 787

Cheers Mike,

Yep always take a long-term view...and hope for better!

Key is getting out if things deteriorate sufficiently to warrant a spell on the bench - that's the bit I constantly wrestle with.

Cheers
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oracle
Posted on: Apr 16 2009, 05:24 PM


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Posts: 787

That volume today was something to behold mike. Something like 6 times its daily average.

The stock has disappointed me so many times but this long time SPLer has gone back to the well today. The recent action has been too compelling.

Cheers
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oracle
Posted on: Apr 16 2009, 11:42 AM


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Posts: 787

There seems to have been a positive shift in sentiment here bill. Looking very good.
The bid for AAH has all antibody companies under the microscope.

Cheers
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oracle
Posted on: Mar 19 2009, 09:59 AM


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Looking good bill

With the Cephalon bid for Arana antibody companies are in the spotlight and PAB measures up very well for value.

Just the beginning.

Cheers
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oracle
Posted on: Mar 18 2009, 09:59 AM


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Posts: 787

QUOTE
well looks like the selling has stopped


...I wouldn't say stopped billgeld but I think the buyers feel more confident now that they won't be overwhelmed by the 'smart guys' at AMP who have just been selling willy-nilly.

we have a chance now for a nice steady increase.

news on the takeda front would be nice - they've gone a bit quiet there

cheers
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oracle
Posted on: Mar 14 2009, 01:11 PM


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Posts: 787

QUOTE
Bioshares had this as a buy to about $5.00


Yep that works for me Bryce! On soooooo many levels.

I have a hazy recollection of that valuation - the good old days of rampant biotech. Sigh.

Fonda will pay the bills nicely in the meantime.

The best bit for me is that I can relax now about ACL and concentrate on my other 'long term investments' .

ACL a keeper.

Cheers
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oracle
Posted on: Mar 13 2009, 10:06 AM


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The filing of the ANDA sets ACL up as a fantastic investment counter in the biotech space (and there are precious few of those).

$10m cash and a market cap of$35m is way too cheap for a company with a drug targeting a significant market and which is now highly likely to be approved in 6 months time.

Worth revisiting ABN Amro's target which was $0.35, but which was conservatively pitched at 50% of their NPV calc of $0.70. Remains to be seen but I would suspect they might lift the NPV valuation also with the successful filing. There is no reason why ACL can't now trade up towards the NPV price over the next 12 months.

And that is without any developments in the cancer business which has significant potential.

Cheers
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oracle
Posted on: Mar 12 2009, 04:18 PM


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I think some of the so-called 'defensive' sectors are taking a bit of a pause. I wouldn't think there was anything stock-specific to be concerned about with CSL.

Cheers
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oracle
Posted on: Mar 11 2009, 10:45 AM


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...and to complete the geography lesson, Dr Reddy is based in Hyderabad, the capital of Andhra Pradesh state. Well known for its IT and biotech industries and where I am reliably informed you can order a very tasty biryani.

Assuming the announcment says that the ANDA has been submitted, this is a very significant event.

Cheers
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oracle
Posted on: Mar 4 2009, 06:53 PM


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Looks like ACL wants to have another look at 0.20

Cheers
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oracle
Posted on: Feb 26 2009, 12:17 PM


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No deal yet of course but this is certainly what the board has been pushing for so i suspect a deal gets done.

No announcement from CSL but the transaction would presumably be considered 'non-material' for them, so wouldn't require a seperate announcement or trading halt.

Given the relative strength of the yen, I'll have a small wager on the japs.

Cheers
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oracle
Posted on: Feb 26 2009, 09:13 AM


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"material corporate transaction" FYSB

Cheers
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oracle
Posted on: Feb 13 2009, 02:58 PM


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Interesting situation with APA increasing to 30% odd after underwriting the recent issue.

Worth keeping an eye on.
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oracle
Posted on: Feb 12 2009, 10:12 AM


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Its a capital raising dandyjac
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oracle
Posted on: Feb 9 2009, 07:33 PM


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QUOTE
The gorilla is on your side.


Not sure whether to be afraid or offer you a banana!

Agree with all your comments.

Been in ACL a couple of times in its lifetime but the time proved never to be quite right. Pretty sure third time's a treat.

Like Pete Smith - getting booted from Amrad was the deathknell of that company.

In a notoriously difficult sector this is one of the safest bets I think.

Cheers
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oracle
Posted on: Feb 6 2009, 10:24 AM


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4thQ sales figures from GSK for Arixtra show continued growth - US$91m (up from US$83m in 3rdQ).

2008 Calendar year figures were US$315 (up 58% from 2007).

Putting it in some further perspective, sales for Lovenox (clinically shown to be less safe than Arixtra) were Euro 375m (approx US$480m) in the 3rdQ (4thQ not released yet). Clearly there is still good room for growth for Arixtra and hence ACL's fondaparinux when it hits the market later this year.

ACL up strongly this morning on good volume.

Cheers
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oracle
Posted on: Jan 29 2009, 07:56 AM


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Posts: 787

QUOTE
Have no idea why people are selling at such low prices


Hi billgeld,

I suspect it is one shareholder selling rather than many. The action has all the hallmarks of a large shareholder relentlessly selling because they just want out - the reason could be anything and the least important parameter is price. My guess would be they are American and probably distressed.

Don't give up - although it sometimes seems like it the selling can't go on forever. Keep an eye out for a big chunky crossing which may well represent the last of the order being cleared.

Cheers
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oracle
Posted on: Jan 13 2009, 03:05 PM


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In reply to: LCZEL on Tuesday 13/01/09 02:57pm

Good stuff - general awareness of geothermal slowly rising

Cheers
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oracle
Posted on: Jan 13 2009, 02:32 PM


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In reply to: LCZEL on Wednesday 17/12/08 04:10pm

GDY ticking along nicely and some of the juniors now starting to join in.

Would only be fair if HRL joined them!
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oracle
Posted on: Jan 8 2009, 12:19 PM


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Posts: 787

In reply to: Rosewood on Thursday 08/01/09 12:05pm


Cheers
QUOTE
I live a few miles from the CEO of KV Pharmaceuticals


Go and throw a few eggs for me Rosewood!

Cheers
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oracle
Posted on: Jan 5 2009, 01:12 PM


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In reply to: ousia on Monday 05/01/09 12:42pm

And fair enough - the situation at KV has deteriorated significantly since I last looked.

Clearly not helpful to ACR.
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oracle
Posted on: Jan 5 2009, 07:34 AM


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In reply to: BSA on Sunday 04/01/09 10:46pm

Great stuff - thanks mate. Learning all the time.

(nothing wrong with your bottoms, I'm a fan!)

Cheers
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oracle
Posted on: Jan 2 2009, 10:17 PM


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In reply to: wagalucci on Friday 02/01/09 08:39pm

Cheers wagalucci - sorry I can't post the graph I am looking at but the SP has dipped down and bounced off the 29/29.5 level three times in the past couple of months - in late Oct, early Dec and again in late Dec.

No false modesty involved - I really am an amateur chartist but looks like a good bottoming pattern to me. If the SP can rise above 39 it will have risen above the intermediate high formed between the last two bottoms and I think will allow a technical rally to get under way.

Fundamentals are more my thing and the cash backing and likely return to more normal Relenza royalties means that the stock really looks well protected on the downside.

The board are a worry but we are slowly getting rid of them (listening Mr Grant??).

...and as for double (and triple) entendres revolving around bottoms I defer to the great man BSA who has an impressive collection - large,small, rounded, spreading and otherwise!

Cheers
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oracle
Posted on: Jan 2 2009, 06:15 PM


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Flunked charting 101 but....possible triple bottom formation developing?

A move through 39 in this innings would start to look very interesting.

Cheers
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oracle
Posted on: Jan 2 2009, 11:20 AM


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In reply to: BSA on Friday 02/01/09 10:40am

Drugs ...or home brew BSA?

Platinum price coming off a nice bottom itself.

In the last big run in precious metals, Pt was the leader. Plenty of catch-up potential there and Pt producers are such an oligopoly that there will always be a bit of a sniff of corporate appeal here.

Cheers mate, thanks for pointing this one out.
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oracle
Posted on: Dec 31 2008, 01:00 PM


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In reply to: Twobees on Tuesday 30/12/08 06:12pm

Absolutely twobees.

They are suffering temporarily from a selldown from QIC which will eventually be resolved. The board are very good at working with the larger shareholders to manage the register, so as soon as the market situation settles down I would expect that the buyers will return.

Another negative has been the internal problems at their partner for Evamist, KV Pharma. Will have to wait and see how that pans out but is not a company killer by any means. Big plusses are the progress in the animal program (which they can't really report on) and the biggie is the ongoing Ph3 in testosterone lotion which is fullt funded and which they own 100%.

Great board and management working for us here.

Cheers
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oracle
Posted on: Dec 23 2008, 09:57 AM


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Chart looking very good and plenty of ounces in the ground.

Looks good to me.

Cheers
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oracle
Posted on: Dec 19 2008, 02:58 PM


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In reply to: BSA on Friday 19/12/08 12:50pm

Interesting one BSA - last year platinum lead the other pm's up but at the moment it is very much the laggard.

You've given me something to look at over the weekend.

Cheers
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oracle
Posted on: Dec 17 2008, 06:57 PM


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In reply to: LCZEL on Wednesday 17/12/08 04:10pm

QUOTE
In fact CHM of HRL is the founding Managing Director of Queensland Gas


Thanks LCZEL - hadn't picked that up.

Cheers
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oracle
Posted on: Dec 17 2008, 11:58 AM


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In reply to: LCZEL on Monday 01/12/08 05:17pm

Very interesting little company LCZEL which should benefit from some non-dilutive funding from state and federal governments.

Have tucked a few away for a 'geothermal' day.

Cheers
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oracle
Posted on: Dec 17 2008, 11:55 AM


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In reply to: Financial Chatter on Wednesday 17/12/08 09:27am

Yes they can do plenty with $111m....

NOW they have my attention!

Cheers
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oracle
Posted on: Nov 26 2008, 03:13 PM


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Big chunky crossing in PAB late this afternoon MAY be the end of the selling which has been taking this one down.

Lack of news hasn't been helping either but plenty of promise and cash left in this one.

Worth watching.

Cheers
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oracle
Posted on: Nov 26 2008, 07:18 AM


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In reply to: LIVERPOOL on Wednesday 26/11/08 07:13am

Liverpool - the act of buying back the shares does not in itself result in the shares no longer existing - they have to be officially 'cancelled' (i.e. fed into the regulatory shredder) to no longer exist.

Its the same with all buybacks.

Cheers
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oracle
Posted on: Nov 12 2008, 12:34 PM


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Fundamentals in place and now starting to break-up out of a good base around 15.

Management have confirmed profitability in current half and increasing demand for their services.

Looks to be past the tipping point and on its way.

Cheers
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oracle
Posted on: Nov 10 2008, 02:33 PM


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Well this has been a slow motion train wreck....to say the least... but things are now in place for a sustained move IMO.

As mentioned at the agm there are three possible important announcements coming possibly by the end of the year - sales to Saudi, FDA clearance for vet sales into the US and inclusion of Penthrox in doctors bags under the PBS. All would be significant events.

Profitable, no debt, good cashflows - everything you want to see in the current market and a plausible growth story.

Reinstating the buyback and strong director buying points I think to little downside at these levels.

Well worth another look for the thrill seeker!

Cheers
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oracle
Posted on: Oct 24 2008, 01:05 PM


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In reply to: rbcrawford on Friday 24/10/08 12:44pm

Ben,
Not watching, but according to my IRESS screen a new ask traded with an existing bid.

Cheers
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oracle
Posted on: Sep 9 2008, 07:04 PM


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In reply to: theadder on Tuesday 09/09/08 04:27pm

...it's raining IP!!

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oracle
Posted on: Sep 9 2008, 12:39 PM


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An interesting snippet quoting the fund manger of the Paradigm Value Fund talking about ACR's partner for Evamist. He obviously sees Evamist as an important driver for KV Pharma, so maybe we should too!
It's worth noting that KV Pharma has a market cap of US$900m-odd so he clearly sees significant sales potential for Evamist. That's nice royalties back to ACR.

QUOTE
Another favorite is K-V Pharmaceutical Co., which markets both branded and generic drugs. The drugmaker also sells a broad line of products targeted at prenatal and women's health care.

Ronovech said he particularly likes the company's diverse product portfolio, which includes generic formulations of AstraZeneca plc's popular cardiac drug Toprol, also known as metoprolol. He notes that K-V now holds about a 50% stake in the generic Toprol marketplace.

Ronovech also sees strong growth potential for Evamist , a topically-applied hormone replacement therapy for the treatment of hot flashes in women.

"These products will help drive growth," Ronovech said.


Cheers
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oracle
Posted on: Sep 3 2008, 04:15 PM


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The Coggies have shown pretty good relative strength of late which makes me wonder whether it has finished going down. Not the same as ready to go up of course but the fundamentals are in place. Capital raising to shore up the balance sheet out of the way and an improving cashflow situation.
Cheap IF they can keep the recent sales momentum going. I think they can this time.

Cheers
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oracle
Posted on: Sep 2 2008, 09:24 PM


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In reply to: theadder on Tuesday 02/09/08 04:49pm

Thanks theadder.

I go very hazy when it comes to IP but I am led to believe that CIR have a very significant body of IP around VEGF. A building block for a successful biotech.

Cheers
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oracle
Posted on: Aug 23 2008, 12:18 PM


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In reply to: BSA on Saturday 23/08/08 02:05am

Cheers BSA

I was never a fan of the old Peptech - they lacked focus, amongst other things. But I attended an EGM that they held in Melbourne recently and spent a bit of time afterwards talking to directors. I came away impressed with their new vision, and have a feeling they are on the right track with Chiplin - he's quite impressive. (oh and 185 big ones in the bank doesn't hurt either!)

All the best mate.
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oracle
Posted on: Aug 22 2008, 07:45 PM


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Posts: 787

In reply to: BSA on Friday 22/08/08 05:38pm

Nice to see AAH popping its head up above the 200D MA, BSA - that puts it in select company ATM!

A much maligned company in the past (and deservedly so IMO), but which has reinvented itself.

Cheers
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oracle
Posted on: Aug 21 2008, 04:21 PM


Group: Member
Posts: 787

In reply to: theadder on Tuesday 12/08/08 02:49pm

QUOTE
Circadian holds 67% of Vegenics Limited.


...they now hold 100% of Vegenics, having issued shares to the Ludwig and Licentia. I believe this a significant event and a turning point for the company.

I understand they have an important chunk of IP around VEGF-C and VEGF-D which are strating to be recognized as important targets for cancer and imflammatory diseases.

Approx $46m in cash and $12m in listed shares (ANP,AVX and OIL) which equates to ~$1.30 per CIR, so at current levels of $0.90 you can get 40-odd cents of capital gains and still get the IP and drug candidates for free!

Deep value doesn't necessarily equate to a rising share price of course but definately one to watch. I have picked up a few and will continue to do so.

Cheers
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oracle
Posted on: Aug 19 2008, 01:04 PM


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In reply to: annaliese on Tuesday 19/08/08 01:00pm

Yes good point annaliese.
All conjecture at this stage of course until we find out the nature of the proposed transaction but possibly another example of an industry player seeing long-term value where the myopic market sees doom and gloom.
We'll see soon enough...
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oracle
Posted on: Aug 19 2008, 12:45 PM


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Posts: 787

In reply to: annaliese on Friday 15/08/08 11:18am

SHG halted for discussions regarding "a corporate transaction"

...maybe another fillip for the sector...
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oracle
Posted on: Aug 15 2008, 10:32 AM


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In reply to: annaliese on Friday 15/08/08 09:52am

Thanks annaliese - lots of good stuff in there

Had to laugh at his opening comment about 'making it snappy' - geez I'd hate to hear him on a slow day!

Cheers
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oracle
Posted on: Aug 14 2008, 02:47 PM


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Posts: 787

This extract from KV Phama's 1st Q report released a coup[le of days ago:

QUOTE
Evamistâ„¢

Having received approval for Evamistâ„¢ from the FDA in July, 2007, the Company has had a successful launch of this patented estradiol transdermal spray that offers a novel approach to the treatment of moderate-to-severe vasomotor symptoms due to menopause. Since the launch in April 2008, Evamistâ„¢ has continued to show increasing prescription trends and compares favorably to prior analogous product launches in this therapeutic class by other pharmaceutical companies. Based on recent weekly data, total Evamistâ„¢ prescriptions are trending toward more than 4,000 per month, double the total prescriptions of 2,000 per month during the initial launch period.

By its third month of launch, Evamist™ has become the second most prescribed product in the transdermal estrogen category in terms of new patient starts or switches from other brands. Based on IMS weekly ‘new-to-brand’ prescriptions (NBRx), Evamist™ has surpassed all other established branded transdermal patch and topical products with the exception of the leader in this segment, as Evamist™ continues to receive positive feedback from physicians and patients alike.

Dr. John Buster, Professor of Obstetrics and Gynecology at the Warren Alpert Medical School of Brown University, is a well-known and respected researcher in the arena of hormone therapy and a prolific author on the topic. Dr. Buster’s Phase III Study for Evamist™ was published in the prestigious journal, Obstetrics & Gynecology, or “Green Journal” as it is commonly referred to by OB/GYNs, in June of 2008, and highlighted the importance of estrogen therapy available in Evamist™, featuring a convenient and innovative spray delivery system. Furthermore, Dr. Buster and his co-authors provided insight into why Evamist™ is an exciting option for women experiencing moderate-to-severe vasomotor symptoms associated with menopause, particularly with regard to focusing on the transdermal delivery of low-dose, plant-based estradiol. Moreover, Evamist provides the flexibility of three approved dosing regimens (1, 2 or 3 sprays per day), allowing prescribers to tailor and individualize therapy at the lowest effective dose for each specific woman, consistent with recommendations set forth by the American College of Obstetricians (ACOG) and the North American Menopause Society (NAMS).

Evamistâ„¢ is a small, hand-held, simple-to-use transdermal spray that is designed to provide an easy and convenient means to deliver a preset dose of estradiol via the skin. The Evamistâ„¢ device is placed against the skin and an actuator button is pushed, releasing a light transdermal spray containing a proprietary estradiol-based formulation with a mean drying time of 67 seconds. The first and only estradiol transdermal spray, Evamistâ„¢ delivers a low dose of plant-based estradiol and provides convenient relief of moderate-to-severe vasomotor symptoms.

Evamistâ„¢ targets an annual $1.3 billion estrogen therapy market (source: IMS NSP Audit, January 2007-December 2007) where physicians and patients are seeking an effective, low-dose estrogen product. An unprecedented number of women may be experiencing vasomotor symptoms related to menopause: the Centers for Disease Control (CDC) estimate that more than 37 million women in the United States are at or near the age of menopause and 45.5 million women are post-menopausal. About three-fourths of women transitioning into menopause will experience some degree of symptoms associated with menopause, with 40-60% of these women suffering from moderate-to-severe vasomotor symptoms.

The Company believes that Evamistâ„¢ will be a significant contributor to Ther-Rx net revenues during the second half of fiscal 2009.


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oracle
Posted on: Aug 11 2008, 11:23 AM


Group: Member
Posts: 787

ACR in trading halt this morning...

QUOTE
A commercial arrangement which is likely to have a material effect on the price or value of
the Company’s securities has not yet been finalised.


...take all the time you need fellas!

Cheers
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oracle
Posted on: Aug 6 2008, 02:37 PM


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Posts: 787

A large crossing of 2m+ shares today appears to have taken the boot off the throat of CYT...at least for the time being!

Cheers
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oracle
Posted on: Aug 1 2008, 11:09 AM


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Posts: 787

Spotlight on cancer franchises overnight with Bristol Myer dropping a bid on Imclone, their partner for the highly successful Erbitux drug.
Cancer related stocks all rose strongly and the sentiment shouldn't do any harm for CXS.

Cheers
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oracle
Posted on: Jul 31 2008, 07:50 PM


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Posts: 787

In reply to: wasabibarako on Thursday 31/07/08 05:26pm

Cheers wasa,

The market has been terrible however I am starting to see a pickup in select biotechs. US biotechs have been on a good run of late fuelled amonst other things by Roche bidding for the half of Genentech they don't already own. That's pretty good endorsement from a knowledgeable industry player. On the local scene some of the good ones are starting to look interesting.
Hopefully better days not too far ahead for PBT and the sector.

All the best
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oracle
Posted on: Jul 31 2008, 07:45 PM


Group: Member
Posts: 787

Things starting to hot up for ACR. Successful launch of Evamist by partner KV Pharma will provide a growing stream of royalties over the next few years while a strong pipeline develops.

Wilson HTM have a 12mth SP target of $2.27 and interestingly have them earning $40m (or 25 cps) in FY2010. Should that be achieved then the SP would comfortably exceed their target I would suggest.

Should be a good 12 mths for ACR and the chart doesn't look half bad either.

Cheers
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oracle
Posted on: Jul 31 2008, 12:42 PM


Group: Member
Posts: 787

Prana's competitors continue to stumble...

A few weeks ago Myriad's Flurizan was canned, and overnight the market voted with its feet when Elan/Wyeth released their latest data on bapineuzumab. This is significant because bapineuzumab had been seen as being the likely first to market treatment for Alzheimers after the failure of Flurizan.

This has to be positive for PBT although on the flip-side of course it does highlight the inherent risk in developing treatments for Alzheimers.

Cheers

(bought a few more wasa!)
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oracle
Posted on: Jul 16 2008, 04:25 PM


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Posts: 787

Wow...posts thin on the ground here!

Forming a nice symmetrical triangle atm...one to watch

Fundamentals looking good also with first product on market and a healthy pipeline behind it,plenty of cash and Opes slime put to bed.

Doesn't hurt that biotechs have been going gang-busters in the US of late.

Cheers
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oracle
Posted on: Jul 14 2008, 12:05 PM


Group: Member
Posts: 787

In reply to: wasabibarako on Saturday 12/07/08 04:03pm

Cheers wasa - yes got a few, but still playing it safe atm.

Looking good for PBT, the sector needs a champion - might as well be PBT!

All the best
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oracle
Posted on: Jun 18 2008, 04:51 PM


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Posts: 787

Halted to announce a licensing deal. Interesting times for BNO.
Sector sentiment is lousy but there is support for quality companies like BNO (eg CXS)

Very interesting to see what they come up with.

  Forum: By Share Code

oracle
Posted on: Jun 18 2008, 10:48 AM


Group: Member
Posts: 787

What's this I see...a biotech pushing up near ATH?

Nah that can't be right...must get my eyesight checked.

Cheers
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oracle
Posted on: Jun 16 2008, 09:02 PM


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Posts: 787

In reply to: theadder on Sunday 15/06/08 10:53pm

The second Ph II for CYT997, with the possibility of a third later in the year.
Throw in pre-clinical JAK2/FMS programs and a co-development partnership with Novartis in the JAK3 space and you have the makings of a very significant pipeline.
Lodge Partners said "CYT is a standout investment opportunity in the sector" and slapped a $1.00 valuation on it.
Pity nobody is listening at the moment...
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oracle
Posted on: Jun 11 2008, 01:47 PM


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Posts: 787

Big volume through the stock today perhaps underlines the strategic importance of yesterday's announcement.
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oracle
Posted on: Jun 10 2008, 12:02 PM


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Posts: 787

In reply to: theadder on Tuesday 10/06/08 09:52am

Gaining full control over their lead compound is another very smart strategic move by a management team that is just about the best in the sector.

Good stuff.
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oracle
Posted on: May 28 2008, 04:36 PM


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Posts: 787

... I'd be happy for him to make the tea too nifty! LOL.
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oracle
Posted on: May 27 2008, 12:07 PM


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Posts: 787

Nice reading in today's presentation but they do have the annoying habit of leaving the best till last.

Skip forward to pages 32,33 to see the undervaluation compared to NMS's direct comparables.

Good stuff in a growing sector.

Cheers
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oracle
Posted on: May 27 2008, 11:05 AM


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Posts: 787

A snippet from NEU's response to a query regarding their quarterly...maybe things are on the improve for NEU....not before time!

QUOTE
The Company is in discussions with and undergoing due diligence by a number of parties and has received indicative terms for capital raising and a definitive term sheet for a licensing agreement. These discussions and proposals are not complete or sufficiently advanced to warrant disclosure at this time.


Cheers
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oracle
Posted on: May 26 2008, 08:11 PM


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Posts: 787

In reply to: wasabibarako on Monday 26/05/08 06:17pm

Hi wasa

My speculation wasn't specific to PBT however I suspect that Atlas, which is a NewYork based investment house, is sniffing a pickup in biotech deal making in the States.

Augurs well for PBT which as you know has the ear of the Americans already.

Certainly one of the few locals which has a genuine chance at the big time I feel.

I have been buying a few, and will buy a few more as this rotten market allows!

Cheers
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oracle
Posted on: May 26 2008, 05:35 PM


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Posts: 787

In reply to: wasabibarako on Sunday 18/05/08 04:21pm

I see where Atlas Master Fund have increased their holding to 7% in PBT

I would suggest they are pretty good at sniffing the breeze...?

Cheers
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oracle
Posted on: May 23 2008, 09:02 PM


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Posts: 787

In reply to: mosaic1996 on Friday 23/05/08 01:18pm

Took the plunge today.

Well positioned in a nice niche market with bucket loads of growth in the sector.

If they can hit their stated short term target of EPS 6-7 then they will be trading on a PE well under the comparable peer group.

Looks good.

Cheers
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oracle
Posted on: May 22 2008, 02:29 PM


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Posts: 787

In reply to: useless on Thursday 22/05/08 11:39am

went to a briefing lunch for htx in melbourne today and would have to agree with the prevailing sentiment
science appears great and good longer term story but they have shot themselves in the foot by leaving capital raising to the 11th hour - bad management
need to flesh out the pipeline and get distribution in other markets apart from Aus
one to watch however

cheers
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oracle
Posted on: May 14 2008, 08:09 PM


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Posts: 787

In reply to: bunyip2 on Wednesday 14/05/08 07:37pm

Yep they can't take a trick at the moment bunyip.

Should have been the best of times for them. Got a feeling that not being able to sell AAC will turn out to be a blessing in the medium term (and maybe the shorter term) as cattle prices looking likely to tick up.

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oracle
Posted on: Apr 30 2008, 11:59 AM


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Posts: 787

In reply to: annaliese on Wednesday 30/04/08 11:13am

Agree with that annaliese.
STO's ultimately unsuccessful tilt at QGC in late 06 sparked a general rerating of the CBM stocks.
Today's move by BG may be another such sector defining event.

Cheers
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oracle
Posted on: Apr 30 2008, 10:35 AM


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Posts: 787

In reply to: 0007 on Wednesday 30/04/08 10:29am

BG bid for ORG doesn't hurt either 007 - is gas...is good! to coin a phrase

cheers
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oracle
Posted on: Apr 3 2008, 01:06 PM


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Posts: 787

In reply to: annaliese on Thursday 03/04/08 12:02pm

Interesting indeed annaliese.

Just harking back to the acquisition you referred to earlier - I think the transaction you mentioned was actually in the Southern USA, not Canada. Nevertheless the point is well made that MPO have bought a bargain.

Interesting (no what the hell, exciting!) that Forest think they have 4Tcf potential in their 339,000 gross acres. Makes MPO's 1.8million gross acres look pretty good!

This Canada play is just the sort of company making stuff I've been waiting for from the MPO team. Early days but good good stuff!

(no hurricanes to report on in Canada annaliese, but you might want to turn your talents to predicting the odd snowstorm)

Cheers
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oracle
Posted on: Mar 28 2008, 10:51 AM


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Posts: 787

In reply to: BSA on Friday 28/03/08 10:02am

Good to hear mate...good old etrade!!
Unfortunately this is just another boost for the entrenched duopoly.

I'll go to my grave extolling the virtues of procrastination!

Cheers
  Forum: Investment Discussion

oracle
Posted on: Mar 28 2008, 09:56 AM


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Posts: 787

In reply to: BSA on Friday 28/03/08 09:41am

Jeepers...have been meaning to sign up with these guys for a while...hope you're ok BSA

Hopefully the product can be salvaged from the idiot owners.

Cheers
  Forum: Investment Discussion

oracle
Posted on: Feb 15 2008, 03:03 PM


Group: Member
Posts: 787

Some decent sized chunks went through the market today. Hopefully getting closer to clearing out the seller.

Cheers
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oracle
Posted on: Jan 17 2008, 11:27 AM


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Posts: 787

FCL looking the goods atm - in a good sector and now making a nice move above the base formed around 2.30.
  Forum: By Share Code

oracle
Posted on: Jan 8 2008, 02:38 PM


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Posts: 787

...this from wa business news...

NeuroDiscovery appoints Chessell as CEO
8-January-08 by Edited announcement

Neurology focused research and development company, NeuroDiscovery Ltd, has appointed Dr Iain Chessell as group chief executive.

Dr Chessell joins Perth-headquartered NeuroDiscovery from GlaxoSmithKline, where he was worldwide head of pain research.

From a PhD in neurology to a proven track record of leadership and drug discovery in one of the world's largest pharmaceutical companies, Dr Chessell's experience will be a valuable asset to drive NeuroDiscovery's growth.

His experience at GSK spanned target discovery all the way through to Phase III and his roles included target validation, portfolio management, management of disease area strategy, strategic alliances and preparation of regulatory documents, as well as management of a line group comprising in vitro and in vivo pharmacology and translational science.

In his roles at GSK, Dr Chessell delivered multiple clinical candidates, and was responsible for setting commercially orientated disease area strategies and reviewing and managing external licensing opportunities.

Dr Chessell will be based in the UK, where NeuroDiscovery has its operational base in its wholly owned subsidiary, NeuroSolutions Ltd.

As Chief Executive of the group, Dr Chessell will visit Australia approximately 3 times a year.

David McAuliffe, executive director, will retain responsibility for investor relations and executive duties in Australia.

"The addition of Iain to NeuroDiscovery's experienced management team is a significant coup for the Company," commented Dr Mark Treherne, NeuroDiscovery's chairman.

Dr Chessell said "In my view the company is undervalued and there are multiple opportunities for its development. I am looking forward to heading NeuroDiscovery in its next stage of growth where we will expand the revenue business and maximise returns from the drug development pipeline to deliver value for shareholders."

Dr Chessell will commence with employment on April 8, 2008.
  Forum: By Share Code

oracle
Posted on: Nov 7 2007, 12:39 PM


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Posts: 787

In reply to: BSA on Wednesday 07/11/07 11:52am

...also sentiment I suspect not hurt by comments from the new CEO of AGG (who happens to be an Aussie) that he rather likes the look of the 'old country'.
I'm sure 30% of Tropicana would be on the shopping list.

Cheers
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oracle
Posted on: Oct 29 2007, 06:03 PM


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Posts: 787

In reply to: triage on Monday 29/10/07 04:28pm

Cheers triage

I'm sure IGO see Tropicana in their future - I was just suggesting that AGG would covert 100% of the project and I am sure would try to buy it at some stage in the future - either by taking over IGO and on-selling the Ni assets (they were rumoured to have looked at this earlier in the year, but were supposedly detered by the surging Ni price at the time) or making an offer to IGO for their Tropicana share. Whether the offer was accepted would be a decision for IGO, as every asset has its price. One of the determinants may well be what they throw up in there other majority or 100% owned properties, but really that's all just speculation ATM.

My reference to the Ni referred to currently the fastest way to add value to IGO is near mine exploration success at Long as it can be brought into production quickly and with minimal extra capex. It was also a reference to todays bid for JBM - it puts Ni back in the spotlight.

Tropicana is a beauty, but still several years away. I suspect there is plenty of other beauties in the exploration portfolio too, and many of them are gold. There is no doubt that they intend building a multi-commodity company.

Hope that helps,

Cheers
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oracle
Posted on: Oct 29 2007, 12:54 PM


Group: Member
Posts: 787

In reply to: henrietta on Monday 29/10/07 12:30pm

QUOTE
An enthusiastic Anglo announcement re Tropicana would be interesting right now


...as would some Ni hits at Long Sth or Nth.

Not sure that we will here too much from Anglo - I presume they will want to own 100% of Tropicana at some stage, so there's nothing in it for them to talk it up at this stage. They do have obligations under continuous disclosure of course so it won't be a vacuum!

Cheers
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