Member Info for BasilAlderman

Yes and WG's growth strategy is delivering. i.e. adjusted EBITDA up 8.5% to $219 million and an order book up 3.6% to $6.2 billion. It's all in the previous RNS. There's been a huge over reaction here.

3.85p just now

Yes, 4p in bound today. 5-6p by end of the week.

Yes, Jubilant and Matt, over at SAR it was also the same messaging in 2022 that their share consolidation was to attract II's, for share price stability & as the penny share status was viewed as a possible negative etc etc. They did a 50:1 in 2022 and then the rot set in. We all saw what happened next. Over a period of time the share price declined hundreds of pence from its consolidation price until a begging bowl raise at 10p (new money) earlier this year. so I view this 400:1 as probably hugely dilutive the moment HEMO start fund raising. The little PI guy, normally a long term loyal holder, loses out often when this kind of share reorganisation happens. See the HEMO RNS' dating back to 2015 (The poster STAS was also mentioning this on Friday) to get a fuller picture of whether you think they won't raise again (and again).

The best time to buy in if you are a newbie or an exiting HEMO holder or to top up if you are an existing HEMO investor and holding tight will be after any placing after the 400:1 consolidation. 99% of the time with Aim stocks such a manoeuvre results in a lower share price as it is invariably followed by a gigantean fund raise. In this case it's likely to be a considerable raise. Hence, why so many were selling up on Friday to re-invest at a later date. It's the only winning strategy as the hypothetical £4 a share will not be £4 for very long. It will be a lot lower after a fund raise. That's when to top up or buy in. We've seen this so many times before with AIM. It's all about timing and if not managed correctly it will be very hard to play catch up from the 400:1 share reorganisation. You also have to consider whether HEMO's Bod will carry out further fund raiings in the future and how much more dilutive this will be to your current holding. It is also very disingenuous by those on here suggesting that there is no fund raising coming. Ofcourse there is! Hemo is a clinical stage pharma and they've already stated that they will need much more finance for their ongoing trials.

Yes and it's also worth noting how many business people have had failure before incredible success. I'm not entering the debate on here about FG but I am pointing out that it only takes one success in life to change many other peoples lives. See below for some perspective:

1. Paul Allen, along with Bill Gates, started Traf-O-Data. It was unsuccessful, but it laid the groundwork for their future success with Microsoft!

2. Steve Jobs co-founded Apple. As we know Jobs was forced out of Apple. He then founded NeXT and helped develop Pixar, achieving amazing success. Eventually, he returned to Apple and launched the iPod, iPhone, and iPad.

3. Richard Branson’s first venture was a student magazine, followed by a mail-order record business. Both faced financial difficulties.Look at The Virgin Group now. It's one of the most famous brands in the world.

4. Jeff Bezos worked on Wall Street and had a number of business ideas that didn’t pan out. He then launched an online bookstore in his garage, which eventually evolved into Amazon!

5. Rovio, the business behind Angry Birds, had multiple unsuccessful games and financial struggles before finding success. The launch of Angry Birds, their 52nd game, turned the company’s fortunes around, making it one of the most recognizable brands in mobile gaming. It often takes time and luck!

6. Reid Hoffman had a number of unsuccessful businesses, including SocialNet, an early social networking site. Learning from these experiences, he co-founded LinkedIn, which grew into the world’s largest professional networking platform.

7. James Dyson went through 5,126 failed prototypes over five years before successfully inventing his bagless vacuum cleaner. His persistence and belief in his idea led to the creation of the Dyson company.

8. Kevin Systrom & Mike Krieger developed an app called Burbn, which failed to gain traction. They pivoted and focused on photo-sharing features. This led to the creation of Instagram.

9.Travis Kalanick had a number of failed startups before co-founding Uber.

10. Going back in time, for my final example, is Henry Ford. His first business, the Detroit Automobile Company, failed. His second company also struggled. However, Ford persisted and founded the Ford Motor Company.

So, judging by 1-10 above, don't write off Francesco Gardin and QBT just yet! We could see an ARB style rise here if things pan out with Method C. Don't forget that it has been successfully integrated into Bitcoin mining hardware, boosting performance from 30% to 50% already. That's why there are detractors here because Method C's effectiveness is getting closer and closer to being confirmed.

OMG, that's a bit of a hit Taverham, sorry to hear that. Call me a cynic but just ahead of Trump probably making this sector very attractive again after 4 years of stagnation (especially in California) and the company delists. I was lucky to exit WEB at the start of the year at break even as the vibe then was 4 more years of Biden but it wound't surprise me if within a year to 18 months this is sold on to a major player once Trump's policies kick in. AIM really does stink with this kind of behaviour. It's been a good 2024 for me on AIM buying low but this is another nail in the coffin for AIM if it is not better regulated. I'm not convinced this delisting decision is in the best interest of PI's just perhaps the main holder, JM. Hmmmm. Rant over.

Yes, great quotes from John McDermott:

1. Two years on since the publication of the Pharmacogenomics to Avoid the Loss of Hearing (PALOH) study in JAMA Pediatrics, we're delighted to announce that the NIHR (National Institute for Health and Care Research) has awarded PALOH-UK.

2. This project will see the integration of rapid point of care genetic testing in neonatal intensive care units across the UK.

3. The system, developed and updated by genedrive, is capable of detecting the m.1555A>G variant in just 26 minutes. This gene change predisposes to hearing loss when babies are exposed to a commonly prescribed antibiotic (gentamicin - an aminoglycoside).

4. Babies who carry the genetic change will receive alternative, but equally effective, antibiotic and therefore avoid aminoglycoside induced hearing loss.

5. Sites in each of the four nations will receive the system, and we'll be addressing a series of evidence gaps outlined by NICE - National Institute for Health and Care Excellence as part of their Early Value Assessment (EVA).

6. Over the course of the programme, thousands of babies will receive this testing as part of standard of care at 14 sites around the UK.

7. The programme is a collaboration between The University of Manchester, Manchester University NHS Foundation Trust, genedrive and clinical sites around the UK.

8. We're excited to be working with lots of new colleagues, and also very pleased to be bringing the old team back together - at MFT Research and Innovation.

From my recollection at a SAR AGM in or around 2018 or 2019 it was stated that SAR had the SRI International Lupus report back and that they were able, with an NDA, to share it with "potential partners". Back then, and it is 4 or 5 years ago - the general messaging was that they weren't able to publish the Lupus data unless DOD gave SAR permission to issue it to a trade or peer publication or via an RNS. Since then there was some feedback in an RNS in 2020 that SAR-20351 (now known as SDC-1802) had reduced biological markers of lupus severity. Sareum later confirmed on July 24, 2020, that the DOD Lupus data was available to view at https://apps.dtic.mil/sti/citations/AD1087498

In summary:

1. The authors concluded that an approach using selective TYK2/JAK1 inhibitors may lead to the development of a therapy for lupus that does not involve the harmful side effects of systemic immune system suppression and may benefit numerous lupus patients in need of new options. They also noted that the results could influence treatments of other autoimmune diseases such as arthritis and psoriasis.

2. Specifically, it was reported that treatment with TYK2/JAK1 inhibitor SAR-20351 (now known as SDC-1802) reduces autoantibodies (biological markers of lupus severity) in a spontaneous mouse model of SLE. The data also provided evidence that SAR-20351 inhibits cytokines that play a critical role in lupus, including interferon-alpha, IL-6 and IL-23. The inhibition of IL-23 signalling by SAR-20351 may play a role in the decrease of autoantibodies in the lupus mouse model, as IL-23 signalling drives the differentiation of Th17 cells, which leads to autoantibody production and are pathogenic in lupus.

3. SAR-20351/SDC-1802 has been selected as a preclinical development candidate targeting cancer based on its overall profile that includes supportive data recently presented in October 2019 at the AACR-NCI-EORTC International Cancer Conference.

4. Sareum is advancing a different TYK2/JAK1 inhibitor - SDC-1801 - as a preclinical candidate targeting autoimmune diseases.

5. SAR's own studies have also confirmed this potential in autoimmune diseases such as psoriasis and rheumatoid arthritis and we are delighted that this work indicates a possible application in lupus, which remains a condition with high unmet medical need. This approach has also been recognised more broadly in the industry with several molecules targeting this pathway advancing through development. We look forward to reporting further progress as we advance our TYK2/JAK1 candidates through preclinical development."

6. Sareum entered into a co-development agreement with SRI International (Menlo Park, CA, USA) in April 2013 to develop TYK2 inhibitors in autoimmune diseases. Sareum retains commercialisation rights for these and other TYK2 inhibitors with profiles optimised for oncology indications.

Hope this helps as it would appear that SAR do have a possible treatment for Lupus.

Yes, it's called getting your house in order pre the much anticipated ML which will be positvely value accretive / transformational for HE1 and its investors. i.e. Get the financial results out and then there are no distractions once the mining licence is announced.

Yes lets hope we have an update soon from SAR. Interesting to note today that SBTX (a Psoriasis focused AIM stock based in Newcastle which launched in 2017) is showing how things can be achieved. 7 years after listing they are guiding the market that no more raises are required as from today. Come on Stephen Parker lets have the same kind of news here soon please by closing a deal and rewarding your shareholders. SRA737, SDC1801 and SDC1802 all have huge potential.

3p yes but wake me up at 30p a share when this really starts to motor. Today is just a taster of what's to come here!

Yes, the R&D department's at TESLA etc will will want this. This is a big break through today from DGI.

Yes, Apollo Management Holdings, L.P. (Apollo) could table a new offer any day now for WOOD. The takeover code date has recently lapsed. Their last bid was 240p. Under UK takeover rules, Apollo are not constrained with 2.8 of the code as the time frame has now lapsed. i.e. They valued WOOD at approx x 5 of the current price today. Therefore you don't have to be Einstein to work out that a lower bid could be coming. The weekend media / business and trade press over the next few days could get quite interesting.

Good detective work Pep re the GS20 Exchange. Thanks. Certainly things are gearing up for a very profitable 2024/25 when we get the results in December plus forward looking statements. What we already know is that it:

1. GS20 continues to attract increasing interest from high-net-worth individuals and corporate clients

2. GS20 is gaining a steady rise in account openings

3. That this positive trend aligns with the GST Board's expectations for the exchange's growth within the crypto asset market

4. And that it is expected that 2025 will be a pivotal year for the sector, and the GS20 Exchange is well-positioned to benefit substantially from this favourable market outlook

Yes and the comments about the CFO are wide of the mark re his experience. He was previously the CFO of Rolls-Royce's Civil Aerospace business and has held executive financial leadership roles at Shell as well. Long term he's probably the CEO of WOOD. Also, it's worth noting that Apollo could put in a fresh lower offer any day now as the takeover code date has recently expired. Their last bid was 240p and they had been chasing WOOD for months up until, 18 months ago today, 15th May 2023. Keep your eyes open for an opportunist bid. It could be coming. The weekend media / press could be interesting.

Keep your eyes on the Mining Licence prize! A reminder that CEO, Lorna Blaisse, will be speaking at The Ministry of Minerals - Tanzania Mining and Investment Conference 2024 next week, 19th-21st November. i.e. Newsflow from HE1 could get even more interesting in the next few days.

Yes, HE1 is going to be making money from next year. See below:

Galactica/Pegasus Farm in RNS announcement: "The initial wells are expected to be on stream and producing in H1 2025 and an independent third-party competent person's report indicates that an average of approximately US$2 million per annum will accrue to the Company over a period of five years. However, these estimates represent only sales from the production of helium, and the Company believes that the sale of associated CO2 into the local market, could increase this by up to 50%".

I.e. HE1 is now officially moving in to a revenue making entity. The RNS confirms that the initial wells are expected to be on stream and producing in H1 2025. The five additional helium development wells at the Galactica/Pegasus project, announced today, adds even more potential revenue now. Happy Days indeed!

Yes, imagine if a cheeky bid came in tomorrow or on Monday at 125p? We've seen this kind of thing from Mike Ashley in the retail space, why not here from Apollo? They were bidding 240p last year and won't be bound by the restrictions of the City Takeover Code as 18 months have elapsed since their bid of May 2023. i.e. a cheeky discounted offer of 125p is possible. Then again if not Apollo or Sidara how about a large VC or international wealth fund? One to watch out for in the coming days and weeks.

There's so much smoke and mirrors here and lots of disinformation. The facts are, however, that the underlying WOOD business is highly cash generative & that the guidance is for significant free cash flow from 2025 onwards. The company has an order book of approaching £6 Billion! DYOR but with significant free cash flow being generated WOOD is being traded as though it was an AIM minnow currently, which it is not. If a takeover is being planned the re-rate will be significant. It's certainly worth buying in to WOOD at these prices.