The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Every RNS from TYM these days just gets better and better. A JV or maybe even 2 JV's could be happening soon...
* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, is now subject to a term sheet for a joint venture and other projects have been subject to unsolicited joint venture interest from major companies.
* Nearly US$10 billion of investment into new copper mine development in Zambia has been announced in recent times as a direct result of the Hitchilema government's more mining-friendly policies. This is generating a high level of interest in copper exploration in Zambia and we are well placed to benefit from this."
* Areas A1 & A2 are targets for traditional Copperbelt sediment-hosted mineralisation where known deposits in Zambia and the DRC range in size up to supergiant size (>25mt contained copper).
* 248 soil samples were initially collected on a 200m x 200m spaced grid at the A1 and A2 targets. A further 311 samples were taken as an infill of the A1 grid at 100m x100m spacing and at 50m spacing along three east-west lines.
* pXRF analytical results at target A1 have outlined a significant open-ended copper anomaly with soil samples above 80ppm covering an area of 3 km long by up to 1.5 km wide, peaking at 280ppm copper.
* A high-grade area within the A1 copper-in-soil anomaly with values above 200ppm and averaging 231ppm copper has dimensions of 400m x 150m.
* pXRF results at target A2 show very high copper values, up to 1,239ppm copper in organic-rich samples from the perimeter of a marsh (dambo). The copper in this hydromorphic anomaly is likely transported and may be linked to the source of the A1 copper-in-soil anomaly.
Good luck, Brighty
Yes, our CEO really is the inventor of the obesity drug Oblean® (cetilistat). Dr Harry Finch, Dr Michael Owen and Dr Tim Mitchell are old school GSK guys. It's why I'm still invested in Sareum. More due dilligence for you but Dr Finch was the co-inventor of the asthma drug Salmeterol, which is used to treat COPD (covid). I believe he was/is a mentor to our CSO John Reader and is regarded in the sector as a patent's guru. i.e. 50+ patents to his name. In addition to the bio's you mentioned - GSK, which has a number of patents due to expire in the next few years worth billions per annum, and Amgen and MSD - don't rule out Eli Lilly and AZ. We know from the Workman / Garrett March 2020 report that SRA 737 Chk1 was synthesised with gemcitabine (Eli Lilly) with extremely encouraging results. Plus the data released in June 2019 showed 100% regression of tumours in lung cancer (Merck MSD ICB -Keytruda). It's Friday evening guys. Ignore the Puma musings and look at the bigger picture and facts above. This is why we are invetsed in little old Sareum. Our pay day is coming....
Good luck, Brighty
Japanese based Takeda is actually a very interesting shout, Basser and Silverfoil. For those that like their due dilligence here's one for you. For those that are not aware our CEO Tim Mitchell is the inventor of Oblean® (cetilistat) which Takeda did a colloboration with from Norgine following the Alizyme Therapeutics deal.. i.e. Takeda will be fully aware of how good a scientist Tim Mitchell is. One to watch......
Have a great weekend everyone.
Good luck, Brighty
R&D and M&A depts of major pharmaceutical companies will know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. This is big news in our sector, both commercially and medically. In summary, a licencing deal for SNG001 is still the most probable outcome rather than SNG going it alone. I expect a licencing announcement will happen soon....
Good luck, Brighty
Fantastic. Only bought this on 24th Oct for just under 1 p. Now already over 4.40 p. Lets see if we get to 7 p as predicted by many on here. By the way VAL, TYM, GST, AVCT and HEMO look to be the next big 2023 multibag gainers for those that are interested....
Good luck, Brighty
Yes, in answer to your question here's a case study about Prevail's investment in United Therapeutics LungRx Triumph-1 trial. It supports the investment case for HEMO investors perfectly. i.e. Prevail are likely to be instrumental in not only guiding Hemo with the FDA but also securing a licencing partner:
* “With Prevail, we launched this trial on time, after a very short start-up period,” LungRx press release
* “We believe that the Prevail system which UTHR has employed for TRIUMPH-1 will allow for more rapid turnaround in data,” C.E. Unterberg, Towbin analyst report.
* United Therapeutics’ market value jumped about $300 million based on the reported results.
The Prevail website is well worth digesting:
* To help promising life sciences companies improve clinical development norms, structure advantageous deals and secure partnering arrangements.
* Prevail Partners is an investment fund focused on life sciences companies. The fund is designed to take advantage of, at very favorable terms, the attractive returns possible in promising scientific advances in the fields of healthcare therapies, preventive treatments, medical devices and diagnostics.
* A uniquely favorable feature of the fund is that Prevail InfoWorks applies proprietary technologies to equip companies in which the fund invests, giving investors comfort that the trials have a high likelihood of success.
Prevail will be looking to do the same with HEMO. i.e. they will be expecting "attractive returns"….
Good luck, Brighty
Yes, including this juicy paragraph: "As ever, the asset remains on sale, so it could also be bought out at any time. I remain confident that the asset will be sold at a huge premium — and so it’s just a case of waiting it out"....
Good luck, Brighty
Exactly. Prevail are fund managers. They are not a charity! They have invested in HEMO for a reason which is $$$$$$$$:
"Everyone at our fund is confident in the growth and success of Hemogenyx Pharmaceuticals as they develop CAR-T cells to target acute myeloid leukemia. Furthermore, Hemogenyx Pharmaceuticals has a seasoned management team with the expertise to accelerate the company to a significant value inflection point through the completion of its planned clinical trial." Mary Schaheen, President of Prevail Partners.
From the Prevail website:
* Prevail Partners invests in firms whom we are confident have bright prospects for growth and faster, surer, higher returns through the execution of their risk-managed and accelerated clinical trials.
* As fund managers, our strategy applies Prevail's expertise in the drug development and monetization process to evaluate and select investment opportunities, equip the process of value creation through successful clinical studies, and drive the realization of that value in a timely and cost-effective way.
* We represent a proven model for advancing and monetizing life science companies' assets.
DYOR but it is pretty clear why Prevail has invested in HEMO at 6p.....
Good luck, Brighty
I get what you are saying but GGP's MCAP was in fact almost identical to TYM's before GGP's meteoric rise from 1p to 35p. DYOR plus, no one is suggesting 6.8p next week for TYM. The chartist highlighted that 6.8p was an outside possibility over a longer period of time. However, 0.93p to 2.75p is doable here for TYM in the shorter term on the back of a successful JV. It's also worth noting that in addition to GGP, you could look at UPL & POS in 2023 as excellent examples of big gains. Both up over x 10 this year before dropping back a bit. Then there's Tempest Therapeutics which rose by x39 last month. It's pulled back but is still up over x18. Its market cap, by the way, surged 127 million in 1 week. i.e. Gains like this do happen....
Good luck, Brighty
Great post. It would certainly do wonders for our share price if the CEO of BOIL would actually publicise these kind of activities rather than just "like" comments though. We need a much more proactive and investor friendly approach at this pivotal time...
Good luck, Brighty
Check the link out below as this chartist - with 31k subscribers - is predicting a likely 2000% gain for TYM's share price from its recent lower range / support base up to 0.64p initially and then rising over time as follows to:
* 0.93p
* 1.84p
* 2.75p
* 4.18
and as high as 6.8p
https://www.youtube.com/watch?v=OQrYurvxS24
Those that were in GGP, myself included, know that these kind of rises do happen. GGP went from 1.5p to 35p. It happens with the right JV. TYM could very well be the most under valued share on AIM. Well worth watching this video.....
Good luck, Brighty
Yes, I am in 100% agreement with you on your 10p target in the short term for HEMO but have pencilled in 25p within 12 months. Why? You just have to look at AVCT. They went from 16p to 232p and are still approx x 9 from the 16p days as they progress through clinical trials. The upside here once we hear about IND/FDA/CAR T, CBR etc is considerable. It looks like 10p a share is nailed on in the short term if we get positive news....
Good luck, Brighty
Exactly and 20p a share before news is a real possibility. However, if we do get to your opening price of 35p-40p a share following news then yes 70-80p+ is very likely. We know that big rises can happen with VAL....
Good luck, Brighty
Yes and TYM's share price moves up quickly when it gets going. Some basic research of the share price highlights that between 17th and 18th February 2020 the share price went from 0.19p to 0.86p. i.e. it gained over 300% in 2 days. TYM could be a big gainer soon with the predicted Zambia JV news, which appears to be getting closer and closer judging by the last few RNS'...
Good luck, Brighty
Agreed Cawdor and Art123. The JV is a really significant step in the right direction for BARK plus the sale of CSS will help significantly. The SKY News story that you alluded to quoted up to £50 Million for CSS. Even £5 million would be a game changer for this small company, never mind £50 million ! Bring it on.
The main issue here is that BARK is so under the radar that it's going to need some tv, radio, press and online exposure about the £100 Million JV with Meadow Partners to kick things off. However, once this starts to move it will soar. Today's news was excellent....
Good luck, Brighty