Member Info for BasilAlderman

Yes and with the UK Govt unleashing AI to drive up health services and shift the NHS from analogue to digital as part of its 10 Year Health Plan PYC is potentially - at long last - the right share at the right time to be invested in.

The Government's AI Opportunities Action Plan is all set to revolutionise public services via AI. Over £14 billion has already been invested since launching at the start of 2025. The ‘Early Detection using Information Technology in Health' (EDITH) could be a real game changer for PYC. Watch this space. It is backed by the National Institute for Health and Care Research (NIHR). Our well connected CEO will be all over this.

Yes, up 25% today already.

Fantastic news today from SNDA, at last the wait is over. Onwards and upwards!

Yes, GST is in the right sector at the right time. Some other recent headlines from the same publication about the growth potential for GST to wet your appetite below:

- What was once the little fintech FX app is now coming for the heart of the City. Revolut wants to become the ‘world’s leading market maker

- The boss of the Goldman-backed fintech tells FN that Wall Street sees a future in crypto

Remember little acorns grow in to massive oaks trees. e.g. Revolut’s valuation is now already $45 billion.

All eyes are going to be on GST soon and its blockchain payments and financial services, forex and crypto asset exchange offerings. Big things are going on at each of GS Money, AngraFX, GS20 Exchange, Angra Global and Semnet.

Yes, those 2 RNS' today re Galactica-Pegasus are positioning HE1 as the next big play for shrewd investors. i.e. HE1 looks more and more like the next Rockhopper & Greatland mega share gainer in due course. GGP's share price went from 0.55 and did a x 65 increase over a period of time. These kind of big rises do happen for shrewd investors prepared to bide their time. Today is all about the USA but as the Tanzania Helium news unfolds too at Itumbula the joint impact will see a big re-rate in the HE1 share price. Another excellent building block has been put in place today with those 2 RNS' regarding Galactica-Pegasus. It's clearly onwards and upwards for HE1 investors.

Yes and Stephen Parker was appointed chairman of Sareum many moons ago back in 2016. He will have certainly overseen the RF deal with the rest of the bod. TM is the scientist not the money man. SP is the financial "expert" of the executive board. MO (non exec) is the proven deal maker having actually sold his business for a billion.

10p+ a share could easily come in to play as HE1 revs up to become a Billion Pound + company when international wealth funds and the likes of Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc bid to be part of a possible HE1 JV in Tanzania. The share price will then go through the roof. Talk of 3.67p is just for starters. Many LTH's think, quite rightly, that 20p a share is doable in the long term with a Billion Pound MCAP. Remember GGP had a Billion Pound MCAP for a while after it penned its Newcrest JV. It takes time but you can see that with every RNS update that HE1 is getting all its ducks in a row.

KoBold are drilling a second hole. It's a data led decision. KoBold know what they are doing. KoBold's CEO is excited.

1. KoBold to drill a second hole. Drilling of this hole (KWDD002) started on 26 March 2025. The location, orientation and expected length is based on KoBold's updated model for the basin, based on their extensive regional dataset and understanding, with data from KWDD001 being crucial to this. The expected hole depth is planned to approximately 2,000m.

2. Mfikeyi Makayi, Chief Executive Officer, KoBold Metals Africa, commented: "We learned a lot from our first drill hole, and we look forward to drilling our next hole together with our partners in Tertiary and Mwashia. We remain excited to continue to explore Konkola West."

3. The Earn-In Agreement is between Tertiary Minerals (Zambia) Limited, its local partner, Mwashia Resources Limited, and KoBold Metals.

Under the initial Earn-in Agreement, KoBold is required to drill two holes and a minimum 2,000m of drilling within 14 months of signing the Earn-in Agreement. This period has now been extended by 4 months to allow the drill the second hole, which is expected to be approximately 2000m.

In addition, a provision of the Earn-In Agreement has been made to ensure that KoBold's newly granted adjacent Large Exploration Licence, 38615-HQ-LEL, will also be held under the terms of the Earn-in Agreement for the benefit of all the parties.

Watch out for a successful second drill RNS. Based on the data KoBold can see the potential. That's good enough for me. These people know what they are doing.

A number of RNS announcements are due from TYM. Exciting times.

BIG news today from MOS:

1. Acquisition of Estadio Gana

2. Suspension of the shares on AIM

3. The Proposed Transaction, if completed, would constitute a reverse takeover under the AIM Rules and accordingly the Company would need to apply for re-admission of its shares to the AIM Market ("AIM") of the London Stock Exchange following approval of the Proposed Transaction by MOS's Shareholders at an EGM.

4. Summary from RNS: Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is excited to announce that it has entered into a Term Sheet with Estadio Gana to acquire 74.13% of the company, thereby taking its interest to 100%. The transaction is payable in MOS shares at the closing price on 27 March 2025 (the "Proposed Transaction").

The valuation for Estadio Gana has been agreed at £62.8m following its recent launch.

Whilst the Term Sheet is conditional on, amongst other matters, MOS's due diligence and compliance with the relevant regulatory requirements, the terms and conditions set forth within the Term Sheet are binding on Estadio Gana.

This potential acquisition represents the cornerstone of the Company's aim to create a

world class leading integrated sports, media and entertainment conglomerate focused on

the Latin American region, and particularly the Mexican market. This will span and bring

together various media, entertainment, technology and IGaming businesses. It intends to

work on this over the coming months.

MOS is looking forward to bringing together Estadio Gana (EG) and Capital Media Sports (CMS) and if possible other business into the Mobile Streams umbrella to create a fast-

growing world class, sports, media and entertainment business. The CMS deal was announced by RNS on the 20th March.

Our excitement is driven by independent data that suggests that Mexico's sports betting and gaming industry is projected to reach an impressive market size of US$11.47 billion by the end of 2025 according to Yogonet Gaming News. Further growth is expected, and the market is expected to surge by up to a further 70% by 2028. Mexico is also set to co-host the FIFA World Cup in 2026, leaving the industry primed for exponential expansion.

The Proposed Transaction, if completed, would constitute a reverse takeover under the AIM Rules and accordingly the Company would need to apply for re-admission of its shares to the AIM Market ("AIM") of the London Stock Exchange following approval of the Proposed Transaction by MOS's Shareholders at an EGM.

Just look at those after hours trades from Friday COP just published. Remember that 2.3p target? It's coming:

28-Mar-25 16:31:43 0.62 3,000,000 Unknown* 0.60 0.63 18.60k O

28-Mar-25 16:31:37 0.62 3,000,000 Unknown* 0.60 0.63 18.60k O

28-Mar-25 16:12:54 0.62 2,500,000 Unknown* 0.60 0.63 15.50k O

28-Mar-25 16:12:49 0.62 2,500,000 Unknown* 0.60 0.63 15.50k O

28-Mar-25 16:26:40 0.63 2,000,000 Unknown* 0.60 0.63 12.60k O

27-Mar-25 08:22:10 0.645 3,875,736 Unknown* 0.60 0.63 25.00k O

27-Mar-25 12:38:10 0.6304 4,700,000 Unknown* 0.60 0.63 29.63k O

27-Mar-25 10:57:17 0.6378 3,625,703 Unknown* 0.60 0.63 23.12k O

27-Mar-25 12:32:42 0.6378 6,000,000 Unknown* 0.60 0.63 38.27k O

27-Mar-25 12:03:05 0.65 3,500,000 Unknown* 0.60 0.63 22.75k O

27-Mar-25 08:27:00 0.59375 8,000,000 Unknown* 0.60 0.63 47.50k O

27-Mar-25 08:25:20 0.6375 3,920,707 Unknown* 0.60 0.63 24.99k O

27-Mar-25 09:01:24 0.65 3,500,000 Unknown* 0.60 0.63 22.75k O

27-Mar-25 09:01:23 0.65 6,000,000 Unknown* 0.60 0.63 39.00k O

27-Mar-25 09:00:59 0.633 7,321,658 Unknown* 0.60 0.63 46.35k O

27-Mar-25 08:22:24 0.65 7,691,463 Unknown* 0.60 0.63 49.99k O

27-Mar-25 08:53:47 0.6362 4,016,283 Unknown* 0.60 0.63 25.55k O

28-Mar-25 15:03:37 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 15:01:24 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 14:58:20 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 14:55:33 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 14:50:19 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 14:42:20 0.60 2,500,000 Unknown* 0.60 0.63 15.00k O

28-Mar-25 14:33:39 0.61 2,500,000 Unknown* 0.60 0.63 15.25k

Yes, an EGM can be called by shareholders who collectively hold at least 10% of the company’s voting shares.

An Extraordinary General Meeting (EGM) is an urgent meeting called to address pressing company issues or emergencies. These matters require the immediate attention of the board, shareholders and senior company executives.

Yes, they won't have the votes to delist as most shares are held by PI's. i.e. pressure for a trade sale from PI's is the best scenario. The last Investor Meet was a disaster so that's not the forum for putting pressure on the board. An EGM is required to bring the board in to the real world.

27-Mar-25 16:12:15 0.63 3,300,000 Unknown* 0.62 0.63 20.79k O

26-Mar-25 16:26:53 0.55 10,000,000 Unknown* 0.62 0.63 55.00k O

26-Mar-25 10:41:05 0.53 5,000,000 Unknown* 0.62 0.63 26.50k O

26-Mar-25 16:28:26 0.53 4,500,000 Unknown* 0.62 0.63 23.85k O

27-Mar-25 15:50:47 0.639 1,500,000 Unknown* 0.62 0.63 9,585 O

27-Mar-25 15:39:58 0.6292 1,450,000 Unknown* 0.62 0.63 9,123 O

27-Mar-25 14:50:44 0.6301 1,569,910 Unknown* 0.62 0.64 9,892 O

27-Mar-25 14:01:51 0.638 2,000,000 Unknown* 0.62 0.64 12.76k O

27-Mar-25 12:24:06 0.6485 2,500,000 Unknown* 0.62 0.65 16.21k O

27-Mar-25 12:24:03 0.65 3,000,000 Unknown* 0.62 0.65 19.50k O

27-Mar-25 12:33:34 0.639 1,343,982 Unknown* 0.62 0.64 8,588 O

27-Mar-25 12:02:04 0.648 1,543,209 Unknown* 0.62 0.64 10,000

27-Mar-25 09:54:41 0.639 2,173,000 Unknown* 0.63 0.65 13.89k

27-Mar-25 09:39:01 0.638 3,000,000 Unknown* 0.63 0.65 19.14k O

27-Mar-25 09:30:29 0.6495 2,500,000 Unknown* 0.63 0.65 16.24k

27-Mar-25 10:22:00 0.651 2,000,000 Unknown* 0.63 0.65 13.02k

27-Mar-25 09:21:33 0.65 3,000,000 Unknown* 0.63 0.65 19.50k

27-Mar-25 09:12:51 0.6279 2,156,858 Unknown* 0.63 0.65 13.54k O

27-Mar-25 08:52:00 0.645 3,000,000 Unknown* 0.63 0.66 19.35k O

27-Mar-25 08:43:43 0.67 2,850,000 Unknown* 0.63 0.66 19.10k

27-Mar-25 08:37:19 0.645 3,000,000 Unknown* 0.63 0.66 19.35k

Yes a licencing deal or sale of the whole GDR business is the best option and what shareholders should be agitating for via an EGM. In this sector a £100 Million - £200 Million sale is peanuts for a business that has proven products that are gaining traction within the NHS and globally. It's time for a big player to take over the GDR business and get rid of the existing management.

Thanks and yes and that 2.3p a share is looking more and more likely in 2025. Who knows, 15p-20p a share over the coming years is probably possible if MOS can secure a small percentage of the rapidly growing Mexican market. i.e. Anyone that has been following the huge close of play trades in MOS over the last year (many of which I have been pasting on here over the last 12 months) will be aware that something big has been brewing. With Mexico's sports betting and gaming industry projected to reach a market size of US$11.47 billion by the end of 2025 the journey has only just begun. Think of the revenues possible here and then what the MCAP is likely to be. Anyway, 2.3p this year is very doable and then much higher with confirmed revenues / profit. We are in the right market at the right time, with a further 70% growth in Mexico's sports betting and gaming industry predicted by 2028 too.

Yes, launched in 2004 and 21 years later this is not the industry norm at all and needs seriously justifying by the SAR board of directors. I'm not in the UK currently and am on holiday but can someone raise the following questions / points below via Investor Meet at 9am today. Thanks.

1. According to industry group PhRMA, it takes 10-15 years on average to develop one new medicine from initial discovery through regulatory approval.

2. Other sources corroborate this number. Biotechnology Innovation Organization (BIO), another industry group, analyzed 9,704 clinical development programs over the course of a decade from January 2011 to November 2020. They found that, on average, it took 10.5 years for a drug to get from Phase I to regulatory approval.

3. 1 & 2 highlight that SAR is well behind the curve. Seriously.

4. Furthermore, both reports state that looking at individual stages of the process, the averages were 2.3 years for Phase I, 3.6 years for Phase II, 3.3 years for Phase III, and 1.3 years between Phase III and regulatory approval.

5. Point 4 really does need answering by the SAR board. What have they been doing for the last 21 years?

6. Finally, according to BIO, a drug’s disease area impacts how long it takes to get to market. While 10.5 years was the average for drugs across all disease areas, averages for specific areas ranged from 9.2 to 12.2 years. At the lower end were drugs focused on allergic, metabolic, and infectious diseases. Meanwhile, drugs focused on neurological, cardiovascular, and urologic diseases had the longest development timelines.

More background at:

https://lifesciences.n-side.com/blog/what-is-the-average-time-to-bring-a-drug-to-market-in-2022

Yes, Cahus and your 2p prediction could become 10p quite quickly. GST is in the right sector at the right time. 3 Years from now what price for GST? 20p has got to be the target for 2025 but longer term we could see a £ sign in front of GST. Can you imagine if Revolut (mcap OF $45 Billion achieved in under 15 years) or ANOther fintech wanted to add a Crypto business to their growing suite of offerings? Now that GST has CAKE/bake in its stable it has become infinitely more attractive to a suitor. We know that Cake/bake is just about fully integrated in to GST and we should be hearing confirmation on this within days is my guess. 4-5p soon looks realistic and 20p by year end. Lets hit your 2p in the next few days first and then keep climbing from there!

Yes, commercial production typically requires helium concentrations between 0.04-0.35% and this is way way above that. Excellent in fact. Good news for sure.

Yes, R&D departments at many of the world's major global pharmaceutical companies will be aware of how effective SRA737 is. i.e. Lilly, Merck and AZ have all participated in successful combos with SRA 737.

It's worth remembering that:

1. The most striking efficacy findings from the SRA737 trials were in patients receiving the SRA737+LDG combination which proved particularly effective on patients with anogenital/cervical cancer.

2. In the SRA737 monotherapy study there was evidence of tumour reduction in subjects with high-grade serous ovarian cancer, colorectal, prostate and non-small cell lung cancer.

Back in June 2019 Sareum and Professor Udai Banerji, Deputy Director of the Drug Development Unit at The Institute of Cancer Research went on the record with the following quotes:

"In both reported trials, recommended doses of SRA737 and SRA737+LDG were shown to be safe and well tolerated, highlighting the class-leading safety profile of SRA737. The emerging insight to the correlation between clinical response with genetic profile also demonstrates the potential for patient selection and combining SRA737 with other therapeutic approaches under consideration for further investigation, such as PARP inhibitors and immune checkpoint blockade." - Sareum

Professor Udai Banerji, Deputy Director of the Drug Development Unit at The Institute of Cancer Research, London and The Royal Marsden NHS Foundation Trust, said: "These studies have shown the potential of SRA737 as a possible future treatment for a range of cancer types, with some encouraging results in combination with low-dose chemotherapy in anogenital cancers".

In summary, it is excellent therefore that Sareum is the majority player now as far as SRA737 is concerned and especially so from an M&A point of view.

Yes, good news indeed. Data from trials has shown that in combo with Astra Zeneca's WEE1, Merck’s Keytruda and Eli Lilly's Gemcitabine that SRA737 is very very effective. I'm very pleased to see SAR in total control of SRA737's destiny. Bringing it in house tidies up any M&A discussions too.