Member Info for BasilAlderman

Guys, this should help. See the link below from Bake re DEFI and the 28th Feb deadline.

In summary: "If you are a Bake customer who does not own any dCryptos on DeFiChain, you do not need to take any action, as you are not affected by this update". Those users who hold dCryptos on the DeFiChain blockchain, see below -

"As part of our efforts to comply with evolving regulatory requirements and with the sale of Bake to GSTechnologies, Bake will discontinue its dCrypto unwrapping service on 28 February 2025".

"This change affects all dCrypto tokens, including dBTC, dETH, dUSDC, dUSDT, dLTC, dEUROC, dDOGE, dBCH, dMATIC, dSOL, dSUI, and dDOT".

"To ensure a smooth transition for our users, we’ve outlined everything you need to know below, including what this means for your dCryptos and how you can prepare before the deadline".

"Who Is Affected? This change only affects users who hold dCryptos on the DeFiChain blockchain. If you are a Bake customer who does not own any dCryptos on DeFiChain, you do not need to take any action, as you are not affected by this update".

https://blog.bake.io/end-of-dcrypto-unwrapping-on-bake-everything-you-need-to-know/#:~:text=As%20part%20of%20our%20efforts,can%20prepare%20before%20the%20deadline.

Yes, I spotted that he reached his 3%+ on 25th October 2022, when the share price was over 15p (it was ranging intraday between 15p and 25p at the time). No announcements since to say he added or sold so appears to be selling at a loss. Strange indeed. Who has bought his shares, that should be the question? A bank? The white label partner? This gets interesting now as whilst there is going to be volatility ahead in the short term the long term prospects look very compelling. Glad I bought in a few weeks ago. This looks to be a bargain share price and MCAP at this price.

Yes, an 8% holding is not to be sniffed at! PYC at 1p (2 Million mcap) is an obvious bargain. I have 8p a share as my 2025 target and with new ceo Peter Sargent at the helm much higher over the next couple of years too. With AI / State of the art virtual technology accounting for 11 pharmaceutical deals announced in Q3 2024, worth a total value of $1.7bn, PYC is increasingly in the right place at exactly the right time.

Exactly, in addition to Alasdair Smith they also recently onboarded Dr Michael Palfreyman as another NED (where he was a top exec at Sanofi and GSK). With respect to Dr Smith, who certainly brings much needed expertise to N4P, Dr Palfreyman appears to be a real hitter. He was the Co-Founder of Scriptgen (Anadys) which was sold to Roche for US$230 million. He was also the Co-Founder and CSO of Amorsa Therapeutics, which he sold for US$180 million.

These 2 experts should be well positioned to progress Nuvec & N4 101. This is the oral anti-inflammatory treatment for Inflammatory Bowel Disease, which has a huge market.

1. N4 101 can straightforwardly load multiple RNA therapeutics onto the same particle.

2. N4 101 protects the payload from enzyme degradation to allow oral delivery to the gut

3. N4 101 can target specific cells

N4P has huge potential. The CEO has recognised that as the company progresses he needs more experience and with Dr Smith and Dr Palfreyman he has two key players to help him now deliver on his promises.

GST RNS for info: "The GS20 Exchange is generating revenue for the Company via trading commissions at varying levels depending on the type and size of transaction undertaken". 0.2% was the guide price featured on the GS20 Exchange but as per the RNS it varies depending on the type and size of the transaction. All you need to know is that whether it's a buy or a sell GST make money and with CAKE/bake the transaction levels will be infinitely higher. Whether it's higher or lower than 0.2% just think of the money being generated moving forwards. That's why CAKE was turning over hundreds of millions of pounds in 2021/2022.

It's the size of trades in MOS on a daily basis that has been arousing my interest and curiosity since last summer. It's been happening on a daily basis for months. These were published after COP last night:

23-Jan-25 16:33:03 0.4485 3,000,000 Unknown* 0.44 0.46 13.46k O

22-Jan-25 09:46:07 0.435 5,000,000 Unknown* 0.44 0.46 21.75k O

22-Jan-25 15:03:08 0.4225 12,000,000 Unknown* 0.44 0.46 50.70k O

22-Jan-25 10:28:00 0.44 5,000,000 Unknown* 0.44 0.46 22.00k O

23-Jan-25 13:55:57 0.4378 3,000,000 Unknown* 0.44 0.46 13.13k O

23-Jan-25 13:47:55 0.4369 3,000,000 Unknown* 0.44 0.45 13.11k O

23-Jan-25 14:06:55 0.43 3,000,000 Unknown* 0.42 0.45 12.90k O

23-Jan-25 13:47:28 0.44 2,500,000 Unknown* 0.42 0.45 11.00k

Yes, Utmost is a UK life and pensions business

https://www.utmostgroup.com/

https://www.utmost.co.uk/

MOS gets more and more interesting by the day!

Well Blockbuster, you've encountered some brickbats today! Don't worry. Everyone has a differing view and that's the joy of these forums. I was posting back on November 7th that we were in danger of the usual winter hibernation / radio silence from SAR which would cause the share price to drift. Pasted below. It didn't go down that well but hey ho that's kind of what's happened (again). 2025 is a pivotal year for Sareum and its shareholders as the longer this is drawn out the more the doubts will set in. Come on SP, JR and TM lets be hearing from you soon with regular positive updates.

--------

7th November:

Yes, many on here will agree with those sentiments PCS1954 as we have all bought in to the SAR science over many many years. However, I remain concerned that now that we've had the "soothing words from the Chairman" to placate PI's that's all we'll get for months and it will be back to radio silence, apart from the AGM. This will inevitably cause the share price to drift further south. Short term talk of a peer review article, meeting trial deadlines and raising the awareness is all jolly good but in business actions speak louder than words. For the bulk of those 21 years it's mostly been words from TM, JR and SP (and before that Paul Harper). I would like to see some real action and urgency injected in to the business rather than the usual winter hibernation until the early Spring. We've had TM telling us much of the same thing for 21 years and he's now off to semi-retire! I have heard it all before from SP since he took over as Chairman from Paul Harper, so for me it is all about measuring the company now on their actions and not on words re SDC1801, SDC 1802 and SRA737.

AHS, thanks for the mention of fiinu (bank) the other day. It proved to be a good one with a x3+ in a week! Good information being shared on this forum by many posters. Anyway, good to see GST climbing today. Onwards to 20p+ this year.

Yes, Nero, we are invested in the right company at exactly the right time. Revenues in the fintech space are forecast to grow three times faster than those in the traditional banking sector between now and 2028. Then factor in the Crypto Trump bounce with CAKE/bake and we are on to a real winner moving forwards. In summary, GST is all set to benefit from the radical transformation of the banking sector as the industry moves from dinosaur traditional banking to become globally borderless, fully digital and crypto orientated. That sounds just like the GST business model. Perfect timing for GST & its shareholders!

Fascinating to see the size of trades in MOS on a daily basis. This has been happening on an industrial scale for months almost every day. Some from today and yesterday below:

20-Jan-25 16:37:27 0.4251 7,500,000 Unknown* 0.42 0.44 31.88k O

20-Jan-25 15:54:52 0.45 12,500,000 Unknown* 0.42 0.44 56.25k O

20-Jan-25 10:41:41 0.40 10,000,000 Unknown* 0.42 0.44 40.00k O

20-Jan-25 11:30:09 0.391 10,000,000 Unknown* 0.42 0.44 39.10k O

20-Jan-25 11:29:06 0.3888 10,000,000 Unknown* 0.42 0.44 38.88k O

21-Jan-25 15:03:04 0.44 4,000,000 Unknown* 0.42 0.44 17.60k O

21-Jan-25 14:57:01 0.44 3,500,000 Unknown* 0.42 0.44 15.40k O

21-Jan-25 15:36:01 0.43 2,500,000 Unknown* 0.42 0.44 10.75k O

21-Jan-25 12:30:38 0.408 4,906,762 Unknown* 0.40 0.43 20.02k

22-Jan-25 09:45:53 0.435 3,500,000 Unknown* 0.40 0.44 15.23k O

22-Jan-25 10:27:46 0.421 3,000,000 Unknown* 0.40 0.44 12.63k O

22-Jan-25 09:26:13 0.44 3,000,000 Unknown* 0.40 0.44 13.20k O

22-Jan-25 10:05:21 0.44 2,500,000 Unknown* 0.40 0.44 11.00k O

22-Jan-25 09:59:01 0.421 2,000,000 Unknown* 0.40 0.44 8,420k O

PYC up 50% already today at 1.25p, which isn't a surprise when you factor in that the company has a very well connected CEO who joined as COO 18 months ago.

1. Prior to joining PYC Peter Sargent held a senior management role at global consultancy business Syneos Health Inc (NASDAQ: SYNH), leading large teams of professionals and servicing a variety of clients in the biopharmaceuticals space.

2. Among his earlier roles, Dr Sargent has also been Head of Business Development for the UK's National Institute for Health and Care Research (NIHR), leading a team supporting global life science businesses access to funding and research infrastructure in the UK.

His contacts in the sector will prove invaluable in unlocking bigger and bigger deals for PYC. The Astellas Pharma (Top 50 global pharma company) peer review will also be helping in attracting the attention of R&D chiefs at major pharma companies. PYC at 1p / 2 Million mcap is a bargain. I have 8p a share as my 2025 target and with new ceo Peter Sargent at the helm much higher over the next couple of years too.

The key takeaway from the PWC report for PYC investors is that AI / State of the art virtual technology accounted for 11 pharmaceutical deals announced in Q3 2024, worth a total value of $1.7bn. The $1.1bn acquisition of Integrated Oncology Network by Cardinal Health was the industry’s largest disclosed deal.

Yes, sure here's my post from 12.12.24 about the PWC report. i.e. our MCAP is peanuts for what is evolving here. More like £200 Million for starters in our space. A recap on why PYC is so under valued:

1. Dealmakers in pharmaceuticals and life sciences and in healthcare services are eager to get deals done.

2. Competition for truly innovative assets remains intense.

3. Large pharmaceutical companies will continue to pursue biotech targets and products that can offset revenue declines from lost exclusivity in the coming years.

4. Companies seeking opportunities to digitalise through implementation of analytics technology, digital direct-to-consumer therapeutics offerings, smart health devices and other software innovations will continue to acquire or partner with data and analytics and other technology companies that can deliver these digital solutions.

For example:

5. Merck: Acquired Harpoon Therapeutics for an estimated $680 million

6. Novartis: Acquired Calypso Biotech for $250 million

7. Aditxt: Acquired Evofem Biosciences for $100 million

8. There were 420 M&A deals in our sector globally in Q3 2024, worth a total value of $32.4bn. Source: GlobalData’s Deals Database.

9. The $3.2bn acquisition of Morphic Holdings by Eli Lilly and Co was the industry’s largest disclosed deal in Q3 2024.

10. Interestingly for PYC investors AI / State of the art virtual technology accounted for 11 pharmaceutical deals announced in Q3 2024, worth a total value of $1.7bn. The $1.1bn acquisition of Integrated Oncology Network by Cardinal Health was the industry’s largest disclosed deal.

https://www.pwc.com/gx/en/services/deals/trends/health-industries.html

Yes, 44% rise today so far looks encouraging.

Yes, McKinsey’s research shows that revenues in the fintech industry are expected to grow almost three times faster than those in the traditional banking sector between 2023 and 2028. Right sector Right time.

"Fintechs will continue to benefit from the radical transformation of the banking industry, rapid digital adoption, and e-commerce growth around the world, particularly in developing economies".

In summary, the white-label BaaS deal with a UK Bank is a tipping point for the banking sector and the value attributed to it could be huge for BANK. Irrespective of the fluctuations in the share price the medium to longterm future is a share price much much higher than that of today.

https://www.mckinsey.com/industries/financial-services/our-insights/fintechs-a-new-paradigm-of-growth

Yes, SteadyD is worth a read. He has a good grasp of what's likely to unfold here. News could be soon.

Yes, looks like things are moving quickly with the CAKE/bake Integration. It's also good to see BANK rising x 20 since the start of January 2025 and up a further 50% today. That will be eclipsed by GST in due course, without a doubt. What the BANK gain does show you is how quickly the rise can happen. All the parts of the jigsaw are coming together nicely here for a consistent and sustainable rise for GST investors.

With GST planning a Nasdaq listing for Semnet has anyone thought that GST might do the same with CAKE / Bake in due course? The valuation would be insane. What a share to be invested in. Right place. Right time.

Up 35% so far. A good start on great news.