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1/13In Aug 2020 LG Chem expanded their +$300m deal with #AVCT, to include Avacta’s Affimer XTTM technology, adding over $100m in 'potential' milestone payments.This deal was effectively lost to the
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1/15In addition to all of that, there's this whole #ABDX capacity expansion debate.The Admission Doc was clear, as was the webinar presentation."Manufacturing capacity 1m tests per week by year end
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1/9Given this morning's update from #ACP, its worthwhile revisiting the enclosed set of posts from 26th Jan 2021."The finalisation of this programme and the results of these studies are due
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1/23Further to my notes on the #BMN Q4 production update webinar, here's some quotes/thoughts on the energy storage side of the business."We are obviously involved with Invinity, where we've got
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1/5Over at #BCN the text book churn in and around the 45p placement price goes on.At some point it will pop, though it may take the Ganfeng approval update to
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1/11When I wrote the enclosed tweet, I never imagined for one minute, that we were so close to actual #BCN funding close.Nor could I have predicted the circumstances under which
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1/4I look forward to an interview and indeed the follow up data but in terms of results, at this stage, #TILS investors really couldn't have asked for more.Improvement in the
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1/Another solid piece of progress from #AVCT, that increases its long term investment attractiveness.Looking at the venture capital investment participants, it indicates that Daewoongs efforts in Korea, have been instrumental
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1/8Now here's something very interesting on #BMN, courtesy of the sleuths on the BMN LSE BB, whom I must thank for sharing.I have been keen to understand where exactly Enerox
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1/On 25th Sept 2018, BKT signed a Strategic Cooperation Agreement with Yantai Jinyuan Mining Machinery Ltd, which eventually led to an equipment supply contract, a tie up with China Railway
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1/If I had any doubts about a #BMN involved JV, taking part on the DMRE Risk Mitigation tender, then they have now disappeared.Here is a fascinating must read on the
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1/In support of my thoughts on vanadium price pressures, here's a really interesting table showing the affect that front end V205 prices, have on VN alloy downstream costs/prices.That's why those
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