Member Info for BasilAlderman

No not you Laz. It's for the Boiler Room Boys who have no concept of the science or the background to this company. They'll be gone soon enough now that RF have been shown the door. In summary, they have no understanding that in our space smaller bios get acquired for hundreds of millions and in many cases in the billions of pounds by the big players.

A few posters on here such as Bobbler, RMM, Brighty etc nailed it during 2020 and 2021 with their predictions of 9p a share. These (& others) in particular were posting from sub 1p about the likely timescale of hitting 2p, 4p, 8p etc and do you know what? Their predictions were 100% right so who would you rather believe? These guys who have done their research and been here for years or some new kid on the block with no research and zero understanding of Sareum. I’ll stick with Bobbler & the other LTH’s that understand the Sareum model and history of how this share price fluctuates just prior to news. 200p a share is where we could easily be by the end of this year. That's still over half what it was in 2021 but if we have positive P1 data for SDC-1801 and an update on SRA737 then a x 7 from todays 30p looks about right at 200p+.

You are joking, right?! 450p would only be a MCAP of 450 Million approx. In our sector companies get acquired for billions. What price do you put on a company that in combo trials with the likes of Dexamethasone, AZ's Adavosertib, Merck’s Keytruda & Lilly's Gemcitabine has demonstrated that the science works. 450p a share is buttons in our sector but it's an indicator of what could be about to evolve here. 450p, by the way, is also only x 17 of our current share price. It's more than doable to achieve that price again in due course. Just look at the way the price is already moving this morning. It's already at 29p as I type this up 25%.

Yes, 30p a share soon but it's worth remembering that Sareum was over 140p a share 11 months ago and was over 450p a share in 2021. Therefore 26p a share today is buttons for a company on the cusp of unveiling data that could transform the MCAP and share price.

Yes, quelle surprise a positive update will probably be just around the corner now from SAR HQ. e.g. HNWI's investing further, patent news, SRA737 licencing and SDC1801 data from Oz. It's time for Stephen Parker and Tim Mitchell to get that RNS machine firing on all cylinders again and take our share price back to where it was in 2021 and pre RF. A reminder that we were at 450p back then.

Yes, well said. GST is adding value at every stage. e.g. Yesterday, was a significant day for GST. Tucked away in the RNS they revealed that Semnet, which in its most recent accounts had a turnover of $4 Million, had just won a contract worth $36 Million+ and it "has been successful in winning additional third-party business" as well. GST also revealed that Semnet is "achieving significant profitable growth" and "Trading is ahead of the GST Board's expectations". GST is getting its ducks in a row. Anyone that is unsure of the sector and the growth potential should check out Cab Payments Holdings PLC (Ticker: CABP). They have a MCAP of £362 Million. GST's MCAP is £20 Million. Our business model, including the GS20 Exchange, is much more attractive than CABP's. i.e. GST is the minnow that has THE biggest potential.

Yes, the prize is massive:

1. Over the last 20 years, helium pricing has increased at a CAGR of 8% reaching US$375/mcf in late 2022 – this is around 100x current US natural gas pricing.

2. Global demand is estimated to be around 6 billion cubic feet (Bcf) per annum, with China alone importing 1 Bcf a year. Annual demand is expected to increase from 6.0Bcf to 8.5Bcf by 2030.

Yes and that 5.63p will be dwarfed when a MOU / Heads of Terms are announced with a major player.

1. The industry big wigs know full well that all the available data is pointing to unrisked prospective recoverable Helium in the area where HE1 is drilling of a whopping 138 billion cubic feet (bcf), making this the largest known primary helium deposit in the world. i.e. HE1 are in the right place at the right time.

2. The size of the prize is therefore huge and industry players will be circling HE1 soon enough for partnerships at both the Itumbula West-1 and Tai-3 wells. When this happens we will see HE1 at 30p+ a share.

3. This is another Argo (ARB) Greatland (GGP) and Rockhopper (RKH) multi-bagger in the making.

If CABP has a market cap of £340 Million and GST has a current market cap of just £25 Million you can see what's likely to happen with our MCAP and share price. Exciting times ahead here.

Yes and 10p a share is small beer if GST can replicate what CABP has achieved with the Angra business. CABP now has a MCAP of over £340 Million with income increasing 25% year-on-year to £137.1 million (2022: £109.4 million). Then you add the GS20 entity in to the equation and the Semnet rapidly growing turnover and profits and GST's overall income looks about to rocket. 10p a share first stop, as you say for sure, but this has 100p written all over it in due course.

Yes and Semnet is "achieving significant profitable growth" and "Trading is ahead of the GST Board's expectations". Don't forget that Semnet is a company that in its most recent accounts had a turnover of $4 Million but has just won a contract worth $36 Million+ and it "has been successful in winning additional third-party business" as well. Excellent RNS announcement.

It's also worth reminding everyone of Sareum's other laboratory successes to date. In combo trials with the likes of AstraZeneca's Adavosertib, Merck’s Keytruda & Eli Lilly's Gemcitabine the Sareum science has been successful. All eyes are now on the topline results for SDC-1801. The word game changer springs to mind!

Yes and FOMO is going to kick in the closer we get to the topline data for the P1 trial of SDC-1801. We know that to date SDC-1801 has been highly effective. e.g. it has already demonstrated a profile superior to the anti-inflammatory steroid dexamethasone and similar to the JAK1/JAK2 inhibitor baricitinib. When that data was RNS'd on July 1st 2021 the share price climbed over the next few weeks to over 450p. If we get a similar positive RNS from Oz in the coming days / weeks we should see a significant climb in the Sareum share price. We just need to see the back of RF and then PH.

Follow the money: 19-Apr-24 11:03:23 1.3999 2,856,493 Buy* 1.35 1.40 39.99k

Yes, a further positive update from HE1 on the resource size following on from the recent drilling programme would see this re-rate. Don't forget that this is a rich helium area with a seep measuring up to 10.4% being recorded by HE1. That is huge in our sector. The key point too is that ours is pure helium without hydrocarbons. Commercial production typically requires helium concentrations between 0.04-0.35%. HE1 is reporting that it is looking at helium concentrations up to 4.7% at the Itumbula West-1 well. i.e. This is way way way above 0.04-0.35%. Bring on the news HE1 !

Yes $47 Million for a licencing deal would would appear to be the industry average. As you point out Evotec secured $50 Million upfront from BMS last year. The royalties element of up to £4Billion was also interesting as part of that particular licencing deal. If that happened here we would be all smiling!

Aber, I 100% agree with you. Stephen Parker does have a lot of questions to answer at the AGM, if he is still in situ. Sareum's share price was at 10p last week for goodness sake, down from over 450p.

Yes and don't forget that R&D departments at big pharma will be fully up to speed on the fact that SDC-1801 has massive potential. i.e. it's already demonstrated in a previous trial, funded by the UK Government, a profile that was superior to the anti-inflammatory steroid Dexamethasone and similar to Baricitinib. That's big news in our industry and has already in the past caused the SAR share price to surge in 2021 to over 450p. That won't have gone un-noticed by the major players. All eyes will be on the data from Oz, which, as we all know, is coming soon.

Yes, I agree with your optimism on a £2 share price here. That's still way below what Sareum was in 2021 at 450p and way below the industry norm if a licencing deal or takeover happened. What we do know is that in combo trials with the likes of Dexamethasone, AZ's Adavosertib, Merck’s Keytruda & Lilly's Gemcitabine the Sareum science works. What price do you put on that?

Yes and SAR was 70p at the start of this year. It was double that at 140p in May 2023 and treble that at over 450p 3 years ago. DYOR but I would check out the licencing deals and takeover transactions in the pharma sector posted by the likes of Brighty1 to see the bigger picture of where this could be heading, eventually.