XAO 0.07% 8,705.0 all ordinaries

Bio and Gold 2019 Malaga, and maybe some positioning in U.that's...

  1. 19,194 Posts.
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    Bio and Gold 2019 Malaga, and maybe some positioning in U.

    that's how my portfolio looks now. 


    EX1 looking for the GEN 3 solution as doesn't need the cell itself. But it's early days, much like Cynata 4 years ago at 30c (ups and downs and volatility along the way).

    EX1 has an EV of $34m after today, so may look at Cynata path for some indication of future as they head to GMP (CYP hit $1.44 on that alone and they have very similar SOI at same time) but the reality of commercialisation  and timelines comes to bare eventually....5 years later CYP holding around 250% and still not near GMP highs.

    Last edited by Sector: 18/12/18
 
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