Member Info for Brighty1

Exactly Elcap. I'm sure many on here will remember your well crafted note to Stephen Parker in July 2020 using my examples of other pharma gains that shook the tree for a while re shareholder comms. Many of us did very well over the next 12-18 months from SAR. A few statues (as you say!) were bought courtesy of the gains then and many LTH's are still here waiting for the next big gain to add a few more statues to their mansions. PhilBoro bought a top of the range Jag I seem to remember with his gains! Come on Stephen Parker let's have Round 2 / The Big Finale that we've all been waiting for....

Good luck, Brighty

Exactly and perfect timing as the Defence Investment Plan will finally be published next week. The UK's Chancellor was at a JP Morgan event yesterday and is quoted as saying: 'This government is investing in the capabilities that our armed forces need – but we also need an industrial base that drives innovation and growth, with the right procurement rules and access to finance to make the UK the most attractive place in Europe to invest in defence and dual-use technologies.' Sound as though Defence Holdings will be a beneficiary of this moving forwards with the focus on innovation and dual-use technologies....

Good luck, Brighty

Exactly. HERC reporting excellent results today with a 19% increase in revenue to a record £121.2m (ahead of expectations and FY 2024: £101.9m)

EBITDA increased 34% to a record £6.4m (FY 2024: £4.7m). Underlying pre-tax profit of £4.0m (FY 2024: £2.6m). This is starting to look really interesting. Remember that this was 58p at the start of the year.....Good luck, Brighty

Burt and others: what if PS was persuaded to stay on as CEO by the proposed new BOD and JM resigned instead? PS has been growing the business since he arrived. i.e. by over 50% in the last reported figures and nearly the same again in the previous set of numbers. The inhouse value creators appear to be Peter, Jesse and a couple of others. JM's salary could be spent on growing the business via smarter business development and better PR......

Good luck, Brighty

To be fair those are old figures / out dated numbers that you are quoting. The actual interim results (for the six months ended 30 September 2025 H1 26) RNS'd on 18th December 2025 highlighted that Angra had revenue of US$1.40 million for the period, up from US$0.73 million. Approx x 2....

Good luck, Brighty

Exactly. It's Angra Limited which has been the revenue generator for GST with transaction fees / charges of US$1.23 million, from the previous RNS'd figures. All the noise today about no revenue is rubbish...

Good luck, Brighty

Davey50 makes a valid point. Also, what if the 4 new proposed BOD members appointed a credible CEO to drive the business forward. They would have PS and JM's salaries to pay for a leader with pharma experience. They could bring in someone with pharma experience / leadership / business skills to take the PYC business forward. There is obviously value in what PYC can do but the current BOD have not unlocked it and have failed to create shareholder value. Quite the opposite in fact. Sorry to say it but JM has had his opportunity over many many years to grow the PYC business and there is little to show for it. Time for a change in the last chance saloon ....

Good luck, Brighty

To be fair what exactly have the Physiomics BOD created for shareholders over the last 5 years? The huge decline in the share price has been on their watch. That's why the GM has been called. There's real value in this business if it's managed in an entrepreneurial way. I think it's fair to say that there is little confidence in the BOD......

Good luck, Brighty

There's further evidence again today that big bucks will be paid in our sector, with the news that GSK is to acquire 35Pharma for $950 Million. They are signing the deal for HS235, a potentially "best-in-class" inhibitor in clinical development for treatment of cardiopulmonary diseases. "Best in class" and "in clinical development" look and sound similar to where we are at currently. If GSK can pay nearly $1billion for a small player with an emerging pipeline of products then this obviously bodes well for Sareum with SRA 737, SDC1801 and SDC1802....

Good luck, Brighty

Exactly, Silence Therapeutics where the new ceo made his name had some very astute under the radar investors such as Robert Keith (serial investor who made his money from selling his business to Microsoft plus as an early Lara Croft investor), Nick Brown (who sold his business for millions and who was the BBC Radio 2 Business Expert on Jeremy Vine's programme) and Richard Griffiths (the serial investor behind many aim success stories). If the new CEO can attract big name investors / white knights as he did at Silence Therapeutics then N4P under its new Thalia THAT re-brand could be very interesting indeed. As for Nigel, enough said already. Rinse and repeat of what's he done before. Onwards and upwards with the new ceo....

Good luck, Brighty

Exactly, Toffers. Those of us that have had the patience to hold and average down will be rewarded nicely with HE1. An an example ALTN has gone x 15 for me in the last 2 years by holding patiently. The message is clear, if you believe in a stock hold for gold. I've been invested in many AIM minnows. GGP (which is not unlike HE1 from a risk reward perspective) was fantastic for me but so was SAR from 0.3p to over 8p (a x 30) and more recently ROAD which has gone from 3p to 75p (a x 25). Like many posters I think HE1 could be the next GGP and rise dramatically. It's all coming together here (at last) ....

Good luck, Brighty

Exactly. Agreed. £3 million+ GBP is better than the initial £300,000 plus return of shares. Downside it will take time...

Good luck, Brighty

Exactly. That's a great post and your 6.9p a share when the first MOD contract lands is just for starters. You are probably looking more like 20p during 2026 when this share price really starts to move. The recent staff and exec appointments are all top class operators. ALRT is not hanging about. It's clear that Field Marshal Lord Houghton and the exec team mean business. Just read the RNS' since last summer. The story unfolding here is gargantuan.......

Good luck, Brighty

Exactly and in 2026 we are also going to have the maiden Mineral Resource Estimate. That's the most important "value-driver" for a company like TYM. Plus, it's well worth a read of the updated note. TYM is going to become a hot stock soon enough:

@Tertiaryplc

Our broker SPANGEL, has published an updated note on Tertiary Minerals that you can read by registering with them and clicking the link below:

"The discovery of Mushima North marks a step change for Tertiary in our view, who have spent several years advancing their Zambian greenfield exploration portfolio with methodical exploration and derisking"

Good luck, Brighty

Excellent update today:

* JORC Exploration Target to be finalised in the coming weeks.

* Highest grade silver-copper intersection to date.

All eyes on the Exploration Target in the coming weeks. Could be huge news from TYM very soon ....

Good luck, Brighty

Exactly, my end of year 2026 prediction for LLOY was 120p! Looks like that is inbound much sooner. Excellent...

Good luck, Brighty

Exactly. A great opportunity for Gana to exploit. Things starting to look good here…

Good luck, Brighty.

Exactly, your 112p prediction today will come soon enough. 120p is my target for 2026 so I might have to revise upwards! More than a X3 now in my ISA and in my SIPP. Thank you LLOY. The 5 year wait has been worth it!....

Good luck, Brighty

Exactly Lordsidcup, if this does what ALTN has achieved for me over the last 2 years (a x 15) you will be at your 1p price target. However, if all goes well with the NZ project ORCP looks like a x 75 to x 100 gainer over the next few years. i.e. 4.5p - 6p. It's certainly worth tucking OCRP shares away at this price. Have some patience, hold for gold and reap the rewards. ALTN being a great real time example...

Good luck, Brighty

Exactly. For those with some patience the upside is likely to be the same as another of my gold investments. ALTN is up from 130p to 1700p since I bought it 5 years ago. The last 2 years in particular have been fantastic with ALTN, so if you are prepared to hold for gold you need a long term view. ORCP is nearly there with the gold results from its Northern Zone Gold Project in Kalgoorlie. The MEGA Resources deal was the tipping point and a big re-rate is on the cards for ORCP investors, probably much much more than the x 15 experienced at ALTN....

Good luck, Brighty