Member Info for BasilAlderman

Yes, the guidance has not changed and is as follows from the RNS:

1. As we look ahead, we remain confident that our strategy, actions we are taking and growth potential across our markets will deliver significant value for our shareholders. We are pleased to reconfirm our outlook today, both for 2024 and 2025, including generating significant free cash flow in 2025."

2. We are delivering a higher quality business

3. Our growth strategy is delivering

4. Adjusted EBITDA up 8.5% to $219 million

5. Order book up 3.6% to $6.2 billion

6. We are improving profitability

7. Adjusted EBITDA margin expanded to 7.7%

8. Continuation of improved pricing across our pipeline and order book

It's all in the previous RNS. Huge over reaction here!

A $6 Billion order book and a share price of 58p and a MCAP of under £400 Million? The market is having a laugh!

Yes, a takeover by Apollo (or ANother) is very likely. The company appears to be positioning itself for an offer. Just 2 months ago this was the guidance:

1. As we look ahead, we remain confident that our strategy, actions we are taking and growth potential across our markets will deliver significant value for our shareholders. We are pleased to reconfirm our outlook today, both for 2024 and 2025, including generating significant free cash flow in 2025."

2. We are delivering a higher quality business

3. Our growth strategy is delivering

4. Adjusted EBITDA up 8.5% to $219 million

5. Order book up 3.6% to $6.2 billion

6. We are improving profitability

7. Adjusted EBITDA margin expanded to 7.7%

8. Continuation of improved pricing across our pipeline and order book

In summary, all the usual metrics and messaging are in place prior to an M&A deal. Watch this space as this looks primed for a low ball offer from Apollo or another player compared to the recent offer of 230p. They will probably get WOOD now for half that! Clever move.

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.

Yes, that figure of 98.9 bcf of helium is getting noticed now. It's probably the figure being shared with JV partners. i.e. this is a multi billion pound asset and we and they know it.

Yes and don't forget that the well at Itumbula flowed naturally at a maximum flow rate of 2,701 barrels per day during the EWT and internal modelling demonstrated that this could increase to 20,000 bpd of fluid with artificial lift. Once the mining licence is given the green light and a JV is announced the share price will be going in to orbit. We've seen it happen many times before. e.g. GGP is probably the best example with its 6,300% gain plus EUA and its 3,650% gain.

Yes and the world entered a new "Drill Drill Drill" mentality yesterday with Trump. Helium is a much sought after global commodity. We are in the right share and will soon be off to the races here with a mining licence and a JV. The major players will be circling HE1 soon for a deal. Watch this space.

Yes, the figure of 98.9 billion cubic feet (bcf) of helium is probably what is in the mining licence application. It would have sent the share price bonkers in September if that had been published. It's probably the figure being shared with JV partners. i.e. this is a multi billion pound asset and we and they know it. It's why we are invested. Once the ML and 98.9 Billion becomes official via an RNS we will be at 10p+ and probably much much higher. For now see the Government update below:

The Ministry of Minerals - Tanzania The Ministry of Minerals - Tanzania

18,802 followers18,802 followers

3h • 3 hours ago

🌍 Helium One Uncovers Significant Helium & Hydrogen Reserves in Tanzania 🇹🇿

📍 Dar es Salaam, Tanzania

Helium One has announced a major discovery of approximately 98.9 billion cubic feet (bcf) of helium in Tanzania, offering a critical lifeline amid the global shortage and rising demand for helium. This discovery is poised to become a game-changer as industries worldwide grapple with declining helium supplies.

Lorna Blaisse, CEO of Helium Global, shared her enthusiasm about the recent findings, emphasizing the strong presence of both helium and hydrogen encountered during deeper drilling. The discovery not only demonstrates the potential of Tanzania's helium reserves but also positions the country as a future key player in supplying these vital gases for global industrial and scientific needs.

The company is now entering a pivotal stage, preparing the wellbore for slotted casing installation and cementing. This will be followed by the completion string, allowing for multiple testing across two distinct zones.

The re-drilling has shown even higher levels of helium and hydrogen than those in the earlier Phase II drilling. The advanced conditions at the ITW-1 well enabled the team to reach a total depth of 1,129 meters, which proved instrumental in this discovery.

As reported by GlobalData in 2024, Tanzania’s newfound reserves could significantly contribute to closing the helium supply gap, benefitting a wide array of industries dependent on these resources.

hashtag#TanzaniaMiningInvestment hashtag#ValueAdditionForSocioEconomicDevelopment hashtag#Helium

Excellent update from MOS regarding the Mexican casino and sports book business and its commercial partnership with Bitso announced today. Onwards and upwards.

Yes the crypto industry is pricing in a win for Republican presidential candidate Donald Trump. If he wins tomorrow (or whenever they call it) this will be one of the boom sectors over the next 4 years. Defence, banks, motor manufacturers, pharma, healthcare and online betting will also get a boost according to most analysts. Come on GST!

Yes and it would be good if GDR also updated the market on the stroke test trial that apparently commenced within the NHS last month and which runs until April 2025.

1. The NHS' Genomic Education Programme Group is apparently briefing NHS staff on GDR's CYP2C19 kit this Thursday at 1pm, in support of a Pilot trial from Oct 24 to April 25.

2. The savings to the NHS being discussed are not insignificant and would help establish GDR's CYP2C19 kit as "best in class". i.e. the model estimates that the potential saving to the NHS is over £160 million each year. Big news for GDR!

This is very reminiscent of another AIM listed small pharma back in 2019, 2020 and 2021 which eventually went on a x30+ multi-bag run. Posters were regularly unearthing information which the company should have been communicating and then an RNS would appear after the info had appeared on a chat forum first. The same appears to be happening here. e.g. The pre and post SHTG assessment last week could / should have been briefed by the company as it was clearly "news".

On Thursday NHS England's Genomic Education Programme Group is hosting a Microsoft Teams meeting at 1pm. It will be highlighting GDR's CYP2C19, which (apparently) is in a Pilot trial from Oct 24 to April 25. Would have been nice to have been updated on this by GDR?!

In summary:

1. It's a National update on genetic testing re ischaemic stroke or transient ischaemic attack

2. It's in support of the current live pilot which is running from October 2024 to April 2025 and will produce an implementation guide for providers as well as information to support future commissioning decisions.

“This could reduce time spent in hospital, prevent further strokes, save lives, and avoid future hospital admissions. If adopted into routine practice, this rapid test, which has been recommended for use in the NHS by the National Institute for Health and Care Excellence (NICE), represents a major transformation in the way we manage stroke in this country.

Our early model-based cost-effectiveness analysis published last year shows that using a rapid genetic test could lead to significant cost savings for the NHS. Using a rapid genetic test was £512 less expensive compared with no testing per patient, due to the prevention of secondary strokes and reduced hospital admissions. When you factor in the potential improvements in a patients’ quality of life, the model estimates that the potential saving to the NHS is over £160 million each year.” Professor Newman, who is also Rare Conditions Co-Theme Lead at the National Institute for Health and Care Research (NIHR) Manchester Biomedical Research Centre (BRC).

Using a simple cheek swab, the non-invasive test can be performed at the bedside. From the swab, the genedrive system interprets the genetic information on the patient and informs the clinician with options on the course of treatment.

Background to the Teams briefing:

Genetic testing in patients who have had a stroke can be an effective tool in assessing whether clopidogrel is an appropriate treatment to prevent further strokes. This testing is not currently available routinely in the NHS.

Following the publication of NICE guidance DG59, NHS England will be piloting genetic testing within stroke services in select sites across England, before it is rolled out across the NHS. The pilot will run from October 2024 to April 2025 and will produce an implementation guide for providers as well as information to support future commissioning decisions.

This online event is for NHS professionals working in stroke units, pharmacy and genomics and who would like to be kept updated on these plans. This webinar will provide more detail on the genetic testing within stroke services pilot, its plans and there’s an opportunity for delegates to ask questions.

For more information on this event, including how to register, please visit its webpage or contact the event’s hosts, the NHS Pharmacogenomics and Medicines Optimisation Network of Excelle

HE1 = 10p+ a share with an Itumbula JV / MOU . Watch this space. Our SP will be much much higher with a takeover . They are sitting on a multi billion helium asset in Tanzania. A major player will pay big bucks for that. We now also have the 50% interest of the Galactica Project to add in to the mix too.

Yes and 3 more points to add include:

1. Genedrive is a technical partner in an application from a consortia of 14 hospitals throughout the UK regions, led by its clinical partners at MFT

2. Earlier this year an application by this consortia for funding to address the NICE EVA evidence generation recommendations was made as part of the NIHR i4i & OLS Real World Evidence Programme

3. This is being led by the Office for Life Sciences and is backed by £10m of government funding and was expected to commence in October 2024. i.e. another newsflow moment is inbound.

It is very perplexing indeed that GDR are so silent at the moment. The Scotland news last week, The October deadline as above, the sales deals during 2024 that we are hearing about from industry contacts etc have all happened without the company updating its shareholders.

Yes, it's also very good news that Christian Eidem, the guy that actually acquired the 29.3 per cent stake in DGI, looks to be on speed dial with Elon Musk. Not only was Mr Eidem an advisor to Mr Musk (as Mr Musk built up the Tesla business) but did you know that he was infact also a classmate of Mr Musk? i.e. They go back many many years.

He's very well connected indeed. Here he is with Ivanka Trump and Wendi Murdoch https://bfa.com/home/photo/1598096?people=ivanka-trump.

DGI is going places, mark my words. That famous saying of "It's not what you know, it's who you know" is apt!

Yes, it's why many astute investors have bought in to DGI. The potential of this small plc is seismic. DGI could become one of those famous "Mega Multi-Baggers". We might not have to wait too long for the next piece of news, either.

Yes, the global potential is huge for both the MT-RNR1 ID Kit and CYP2C19-ID Kit but it is is breath taking that the body responsible for making recommendations to NHS Scotland, the SHTG Council, unveiled its advice on both yesterday and GDR has zero to say on this? This is becoming quite an issue as not only are we not being advised of such information which would clearly be of interest to shareholders and the market but it would appear that sales are being secured but are not being communicated either. The CEO and Chair need to address this as radio silence is killing the share price currently. The global opportunity is massive. It's time for GDR to deliver or licence / sell it on to a major player who can bring these devices to market.

The next RNS could very well be NHS Scotland confirming an order or even Scottish roll-out. If we get an update of this nature the impact will be seismic. We still have to hear from GDR on all of this too.

SHTG news is more likely to be an intra day RNS as the SHTG meeting and sign off is today, so it's impossible / unrealistic to think of a 7am today! It's more likely to be later in the day or tomorrow once GDR is informed by SHTG. However, just looking at the last 12 months RNS updates an intra day RNS is quite common with GDR, See below:

4th Dec 2023 1:13 pm RNS MT-RNR1 ID kit adopted for routine use in Brighton

15th Mar 2024 12:30 pm RNS Receipt of R&D tax credit

24th Apr 2024 3:36 pm RNS Clinical Trial Agreement

21st May 2024 11:00 am RNS Key CYP2C19-ID test performance milestone achieved

27th Jun 2024 9:28 am RNS Short extension to NICE publication date

15th Aug 2024 10:39 am RNS Director/PDMR Shareholding

21st Oct 2024 3:22 pm RNS Director Declaration

28th Sep 2023 12:35 pm RNS c£1.2m grant awarded

Yes Rebster and Jules, P2 with a partner by the sounds of it. P2 is where the big buck are, so that is encouraging.