Natalie Dunseith

[Natalie Dunseith @DunseithNatalie]

#Gex

[Natalie Dunseith @DunseithNatalie]

https://t.co/HUagsRscYP

[Natalie Dunseith @DunseithNatalie]

https://t.co/HUagsRscYP

[Natalie Dunseith @DunseithNatalie]

#ree
https://t.co/JAAstQCp6r

[Natalie Dunseith @DunseithNatalie]

@2147mill #REE

[Rockfire Resources plc (LON:ROCK) @Rockfireplc]

When it comes to #germanium, here is why #ROCK matters.

🇨🇳 controls 85% of the world's supply.

🇪🇺 needs its own resource.

#Rock is well positioned to deliver.

[Natalie Dunseith @DunseithNatalie]

#TIR
https://t.co/ut4Du4cbZV

[Natalie Dunseith @DunseithNatalie]

@TheFigen_ A mouse's nightmare

[Natalie Dunseith @DunseithNatalie]

@rickygervais Bath please 🙏

[Natalie Dunseith @DunseithNatalie]

@HMRCcustomers Thank you

[Natalie Dunseith @DunseithNatalie]

@HMRCcustomers Hi, I'm wanting to setup a payment plan for the tax I owe Jan 31st 2024. It tells me I already have one when trying to setup online. I did have one but this finished June 28th 2023. Can you advise please. Kind regards

[Natalie Dunseith @DunseithNatalie]

@HMRCcustomers Yes, that's correct

[Share_Talk ™ @Share_Talk]

Trader's Café #BulletinBoardHeroes, Thursday 9th November 2023 #FTSE100 #DAX $DJI #BTC #ARB #AET #DISH #BOOM #CMET #CYAN #CEG #GLR #HE1 #OBC #PAT #QBT #ZOO @ZaksTradersCafe https://t.co/DEYh9Hdkfx

[Natalie Dunseith @DunseithNatalie]

@CartlandDavid Not perfectly matched and we don't expect it to work, this has to be a joke. The world's gone mad and this lady needs locking away with this video clip on repeat!!!

[Myles McNulty @MylesMcNulty]

Decided to take several more tranches in @ShieldTx this AM, on the pullback. Evidently some hefty profit taking, following the 50% gain over four sessions last week; but I think the move north resumes shortly.

#STX is in the process of ramping up sales of its lead medicine, ACCRUFeR, the first and only FDA-approved oral therapy for iron deficiency. The company has a commercial partnership with NASDAQ-listed Viatris, the global healthcare business, in which each entity has recruited a 50-person sales team to target the 12,000+ highest prescribers.

As Thursday's update revealed, growth in prescriptions in the US is increasing at a rate of knots. Q2 subscription were 173% higher than the same period in 2022, and 50% higher than just the previous quarter, Q1 2023. In June alone, increase in total prescriptions over May was 30%.

The handful of brokers covering this stock suggest that this run-rate will be sufficient for STX to generate in the region of £25m in revenue this year.

However, the three brokers' (finnCap, Hardman, Edison) average revenue and EBITDA forecasts for next year are £75.3m and -£1.0m, followed by £127.6m and £32.9m in 2025.

I would also point out that the blended average of their fair valuations is £396.5m, or 55.6p per share. That's 508% higher than STX's current SP of 9.15p.

Whilst we should take sell-side research with a large fistful of salt (I should know more than most, I used to be one!) - the consistency of (up-to-date) valuation targets suggests that STX should indeed be sitting substantially higher than its current mkt cap of only £65m.

[It's also important to note that the market opportunity for iron deficiency, just in the US, could be as much as $2.3bn. STX has patent protection on ACCRUFeR across multiple territories up until 2035.]

Cash on hand of $13.6m (at 30 June) is, in mgmt's view, sufficient to see @ShieldTx through to cash flow positive in H2 next year.

My own initial SP target for this breakout trade is the mid-teens. Will review position if / when achieved.

[Natalie Dunseith @DunseithNatalie]

Danni wyatt #moundstand133
#englandvaus

[Natalie Dunseith @DunseithNatalie]

I've just signed this petition. Will you add your name and share too?
https://t.co/Rv2Au0u9dO via @38degrees

[Natalie Dunseith @DunseithNatalie]

WIN A NEW GRAY-NICOLLS HYPERNOVA https://t.co/8N46lT9CP0

[Natalie Dunseith @DunseithNatalie]

@HomeOfCricket It would have been a great game if it wasn't for that awful ending. Not nice to watch and not the way to win a game 😒

[Natalie Dunseith @DunseithNatalie]

@GWRHelp Hi I have a return trip from Chippenham to Paddington tomorrow, will trains be running? Many thanks

[Natalie Dunseith @DunseithNatalie]

@sophielouisecc So people have had 3/4 vaccinations and they're worried about an unvaccinated child 🤔 Surely the vaccinated are fully protected! I'm confused 😕