Member Info for BasilAlderman

Tiger, based on Ian Gilham's track record of selling 2 pharma businesses for hundreds of millions each you could/should be looking at 50p+ a share. For example, Axis, where he was ceo, was sold for £235 million and he sold Horizon for £296 million. That's a combined £531 Million / Half a Billion pounds+. He's a serious player. Hope that gives you a feel for the kind of deal our Chairman is probably interested in. i.e. all this talk of a 5p is way off the mark. Make that 50p a share+ for starters would be my guess and probably to a big pharma. No wonder he was buying so many GDR shares for 3p recently!

Yes and don't forget that on the 17th October Public Health Scotland (PHS) is publish an SHTG Assessment including a budget impact assessment for NHSScotland covering both the CYP2C19 ID and MT-RNR1 Genedrive Products. That is just 1 week away now and could be a tipping point moment for GDR and its share price.

More huge trades after hours:

09-Oct-24 16:12:17 0.35 5,000,000 Unknown* 17.50k O

09-Oct-24 16:11:39 0.35 5,000,000 Unknown* 17.50k O

09-Oct-24 16:09:49 0.35 5,000,000 Unknown* 17.50k O

09-Oct-24 16:35:32 0.345 2,500,000 Unknown* 8,625 O

09-Oct-24 16:18:56 0.3439 3,500,000 Unknown* 12.04k O

08-Oct-24 08:36:40 0.311 15,000,000 Unknown* 46.65k O

08-Oct-24 11:40:06 0.315 12,500,000 Unknown* 39.38k O

08-Oct-24 15:15:10 0.32 10,000,000 Unknown* 32.00k O

08-Oct-24 08:24:25 0.311 17,500,000 Unknown* 54.43k O

08-Oct-24 08:16:10 0.3033 10,000,000 Unknown* 30.33k O

09-Oct-24 15:53:54 0.35 2,000,000 Unknown* 7,000 O

09-Oct-24 16:35:16 0.36 25,682,286 Buy* 92.46k

Yes, the Meadow Partners £100 Million equity deal was certainly the tipping point. That's 3.75p to 26p for me already. ROAD is turning out to be one of my top gainers in 2024, along with MOS and HE1. Thanks to you and Brighty1 for the tip!

Check out Stick To The Facts of 13.41 and 13.46 today posted by Stephen11. A very informative set of 2 posts. Look at the revenue opportunity, in particular. It's why we are invested in GDR. It's probably also why the GDR Chairman - who has sold two pharma business already for a combined half a billion pounds - recently bought 1 Million GDR shares for £31,000. We are getting closer and closer to significant news which is likely to be the tipping point for the GDR business and its share price.

Yes, in answer to your 17.10.24 question. This is the date according to the Healthcare Improvement Scotland website. It states that on the 17th October Public Health Scotland (PHS) will publish:

▪ An SHTG Assessment including a budget impact assessment for NHSScotland

▪ An outcome and service impact assessment

This will cover both the CYP2C19 ID and MT-RNR1 Genedrive Products.

Yes, just look at the value creation at Axis sold for £235 million and at Horizon sold for £296 million and you get a feel for the kind of deal our Chairman is interested in. i.e. 50p a share+ for starters would be my guess. Hence why he was buying so many GDR shares for 3p recently!

Top Director Buys Genedrive (GDR) Director name: Gilham,Ian David Amount purchased: 1,000,000 @ 3.10p Value: £31,000.00

Yes, our Chairman Ian Gilham was CEO of Axis-Shield, which he sold to Alere for £235 Million. As Chairman of Horizon Discovery he sold that company for £296 million in cash to PerkinElmer, Inc. i.e. GDR's Chairman is a proven expert at selling his businesses for HUNDREDS of Millions. Watch this space!

Yes, all the significant helium offtakers and industry bigwigs will be up to speed about HE1's "commercial discovery at Itumbula". A JV will either be with a Government wealth fund (e.g. China or Oman etc) or a major player such as Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura, Schlumberger SLB etc.

A Great reminder from The Office Cat at 13.50pm today re the link about "Tanzania’s helium discoveries to end global demand".

Some great takeaways from the article, below, including 1-10:

1. The global demand for Helium may soon come to an end following the successful progress by Helium One at its southern Rukwa project.

2. The Rukwa project is thought to have an Unrisked Prospective Recoverable Helium Resource at around 138 billion cubic feet (Bcf), making it potentially one of the largest known primary helium deposit in the world.

3. The company holds 2,840km2 of prospecting licenses in three basins; Rukwa, Balangida and Eyasi projects of which its first phase of exploration began in 2021 and, most recently, the Company successfully flowed 4.7 percent helium concentration to surface from its Itumbula West-1 well.

4. The high global demand for helium is highly attributed to by various factors including large industry growth sectors i.e. electronics and AI, as well as geopolitical tensions in country’s that are large helium producers. Therefore, these new developments in Tanzania signals a promise to the future of helium.

5. Global demand for helium gas is estimated to be around six billion cubic feet (Bcf) per annum. It is also expected to increase to 8.5Bcf by 2030.

6. Helium gas is among the essential gases used in various high-tech and industrial applications where the largest demand is in the electronics industry since they are used in fibre optics and the manufacture of semiconductors.

7. To date, major helium producers include the United States of America (USA), Qatar, Algeria and Russia, whereby constraints on some exports has and an increase in demand have attributed to an increase in price.

8. The current contract pricing for helium is expected to be around US $500 per thousand cubic feet (Mcf).

9. Helium is essential for multiple uses including use in medicine to keep magnetic coils cool in MRI scanners, space exploration for leak detection, party balloons, high-tech manufacturing of chips and fibre optic cables as well as growing demand in artificial intelligence (AI) developments.

10. Tanzania’s helium discoveries to end global demand.

i.e. A pretty good summary of why we are all so excited about HE1 and Tanzania's potential to become the "Go To Company and Country" for helium.

Yes, 17.10.24 is the date according to the Healthcare Improvement Scotland website. It states that on the 17th of this month Public Health Scotland (PHS) will publish:

▪ An SHTG Assessment including a budget impact assessment for NHSScotland

▪ An outcome and service impact assessment

The budget impact element could be very interesting for GDR, in particular.

See the overview at https://shtg.scot/our-advice/clopidogrel-genotype-testing-after-ischaemic-stroke-or-transient-ischaemic-attack-tia/

MOS is the most interesting share on AIM. Every day we are seeing more of these huge trades after hours. See below from last night;

03-Oct-24 15:56:41 0.2806 5,000,000 Unknown* 0.28 0.30 14.03k O

03-Oct-24 15:55:45 0.2806 5,000,000 Unknown* 0.28 0.30 14.03k O

02-Oct-24 16:49:34 0.32 10,000,000 Unknown* 0.28 0.30 32.00k O

02-Oct-24 16:33:33 0.29 10,000,000 Unknown* 0.28 0.30 29.00k O

02-Oct-24 16:29:44 0.32 10,000,000 Unknown* 0.28 0.30 32.00k O

02-Oct-24 08:03:09 0.298 7,500,000 Unknown* 0.28 0.30 22.35k O

02-Oct-24 16:13:29 0.3033 30,000,000 Unknown* 0.28 0.30 90.99k O

02-Oct-24 16:19:53 0.32 10,000,000 Unknown* 0.28 0.30 32.00k O

02-Oct-24 11:19:51 0.303 9,902,969 Unknown* 0.28 0.30 30.01k

Yes and a x10 from 0.40 to 4p can happen sharpish with hot stocks. TPST multibagged over x 39 in 2 days last year and as many of us know ARB multibagged over x 100 very quickly. GGP also went from 0.55p to 35p+ a x 65 increase. Can MOS be next?

Yes and the global acute myeloid leukemia treatments market is all set to exceed $6 billion in the next couple of years from its current $4billion in 2024. That's why big pharma will invest a large amount of money in this company as the rewards for clinical success are massive. Watch this space.

Yes and Prevail Partners are experienced at creating value. e.g. United Therapeutics’ market value gained over $300 million on the back of Prevail's investment in their company. We obviously have the right partner on board with Prevail. They certainly have an impressive track record of helping small companies get in to clinical trials and therefore creating value. This all bodes well for the coming days, weeks and months ahead.

At this rate if the daily / weekly gain continues MOS' share price will be 1p within a couple of weeks and over 10p by Christmas.

You do realise that GDR's Chairman, Ian Gilham, sold his Axis-Shield business for £250 million and he was chairman of Horizon Discovery which was sold for £300m. He's clearly an astute businessman who's prepared to put his money where his mouth is. His £31,000 purchase of GDR shares in August was a sure sign that he thinks GDR is going to be an excellent investment!

Yes, fascinating to see those after hours trades and what they might signify soon. See below:

01-Oct-24 16:30:33 0.29 5,000,000 Unknown* 0.28 0.29 14.50k O

01-Oct-24 16:05:44 0.277 5,000,000 Unknown* 0.28 0.29 13.85k O

01-Oct-24 16:05:20 0.28 5,000,000 Unknown* 0.28 0.29 14.00k O

01-Oct-24 16:04:30 0.28 5,000,000 Unknown* 0.28 0.29 14.00k O

30-Sep-24 09:04:27 0.2175 10,000,000 Unknown* 0.28 0.29 21.75k O

30-Sep-24 10:48:00 0.24 10,000,000 Unknown* 0.28 0.29 24.00k O

30-Sep-24 16:27:41 0.263 10,000,000 Unknown* 0.28 0.29 26.30k O

30-Sep-24 14:17:55 0.2425 10,000,000 Unknown* 0.28 0.29 24.25k O

30-Sep-24 16:20:15 0.275 12,500,000 Unknown* 0.28 0.29 34.38k O

30-Sep-24 14:43:38 0.25 12,500,000 Unknown* 0.28 0.29 31.25k O

30-Sep-24 15:03:30 0.26 10,000,000 Unknown* 0.28 0.29 26.00k O

30-Sep-24 16:28:13 0.2725 10,000,000 Unknown* 0.28 0.29 27.25k O

MOS is becoming more intriguing by the day!

Yes and sales can now happen after all the hard work of developing the stroke test. GDR can now target markets which it estimates are worth in excess of £100 million every year.

With over 77 million people globally having ischaemic strokes the sales opportunity is huge for GDR. Ian Gilham's £31,000 share purchase last month is a nod that things are starting to progress otherwise why would he chuck 31 grand down the drain?!

Yes, it's no surprise to me why Ian Gilham, Chairman of GDR, spent £31,000 last month buying 1 million GDR shares at 3.1p! It's clear what's about to evolve here with the official guidance that with CEIVD / UKCA certification GDR can now target markets which it estimates are worth in excess of £100 million every year. That £31,000 share purchase is going to be worth millions to the Chairman soon.

Plus, don't forget that according to the World Stroke Organization, there are over 77 million people globally who currently have experienced ischaemic strokes and it is estimated by the Stroke Association that there are 100,000 people who have strokes in the UK each year. Globally, one in four people over the age of 25 will have a stroke in their lifetime. Current costs of care are approximately £26 billion per year. i.e. it's a massive market.