The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Significant developments today at BARK:
* Formation of Roadside Real Estate Joint Venture with Meadow Partners LLP
* The JV is targeting a double-digit portfolio internal rate of return over the 30 month initial investment period
* Working with Meadow to implement a fully funded strategy
* JV has the opportunity to create a portfolio worth £250 million over time
"Having successfully developed a small number of roadside sites which have proven our concept, we will seek to rapidly convert our acquisition pipeline to create value for shareholders and our joint venture partner, whilst delivering valuable community amenities - not least increased access to electric vehicle charging." - Chairman, Charles Dickson
* Meadow is a real estate private equity manager based in New York and London with US$6.2 billion gross AUM. Its partners have been responsible for the acquisition and ongoing asset management of over US$30 billion of real estate assets located in the United States, Europe and Asia
* Company intends to change its listing identifier from 'BARK' to 'ROAD.' as the company is to change its name to 'Roadside Real Estate plc'
Also, in the RNS today: "CSS is in advanced negotiations with a leading global hotel group, a sports watch designer and a leading home entertainment equipment manufacturer".
Good luck, Brighty
JV to "create a substantial portfolio of modern Roadside Real Estate assets to be funded by up to £100 million of equity" just announced. They are going for it....
Good luck, Brighty
Agreed but for those of us buying in over the last year at 0.5 on the back of SK334 in Sarawak will still see a nice x9 paper gain plummet at 8am tomorrow. I’m not happy about the last 7 days as UPL and its shareholders appear to have been taken for a ride - By whom and why will hopefully be investigated as it stinks. However, the bigger picture is that SK334 is the reason many bought in to UPL and the potential is humongous and much bigger than 14p a share in the future with a JV or future real “takeover”.
Good luck, Brighty
The rapidly changing nature of the vaccine & oncology treatment markets and the significant opportunity that this presents for siRNA delivery is clearly a massive opportunity for N4P. It was very interesting to note the recent huge rise in Tempest Therapeutics share price, which shot up 3,973% in one day (earlier this month) after results from Tempest's liver cancer trial were unveiled. Tempest Therapeutics, a very small bio with an almost identical MCAP to N4P (£3 million) saw its own market value rise from $3 million to $130 million in just one session. Come on Nigel, we would like a x39 gain for N4P.....
Good luck, Brighty
More positive news. In Q3 of 2023 there were 376 takeover deals, worth a total value of $33.3 Billion. The $7.3bn takeover of Reata Pharmaceuticals by Biogen was the biggest deal in this period. i.e. It's all to play for here with SRA737 / SDC1801 and 1802....
Good luck, Brighty
£2 Billion - £3 Billion is way to cheap for AVCT. Those that have done their DD will be aware that big pharma will pay many billions for new innovative drugs in our space. In Q3 of 2023, alone, there were 376 takeover deals, worth a total value of $33.3 Billion. The $7.3bn takeover of Reata Pharmaceuticals by Biogen was the biggest deal in Q3. So, £2Billion-£3 Billion is peanuts for AVCT and don't forget that Tempest Therapeutics went up 3,973% in one day earlier this month on positive results....
Good luck, Brighty
Exactly right. The x39 multibag rise in one day this month of small biotech company Tempest Therapeutics demonstrates what could happen here with HEMO. Early results from Tempest's liver cancer trial sent the share price up 3,973%, yes over x 39 in one day two weeks ago. Tempest’s market value rose from $3 million to $130 million in just one session. i.e. gains of this magnitude do happen in our sector and HEMO could be the next small bio share price to rocket....
Good luck, Brighty
In answer to your question, Shareworm2020, yes £4+ is a real possibility in the long term and probably much higher for Sareum. Check out the x40 approx multibag rise in one day this month of minnow biotech company Tempest Therapeutics. The results from its liver cancer trial sent the share price up 3,973%, yes over x 39 in one day (I suggest you DYOR and see the trading session of October 10th and October 11th. Plus I've pasted a Fortune article, below, for you outlining why the share price rose by over x39 in one day).
Anyway, very much like SRA737 it was being used in combo with two drugs, in this case from Roche. Tempest’s market value rose from $3 million to $130 million in one day. Rises like this, as you can see, do happen. Many on here, me included, have experienced it with Sareum already from .30p to 8p+ (pre share consolidation prices). However, it has been frustrating to see Stephen Parker and Tim Mitchell's stewardship of the share price since then.
What we need to see is SRA737 licenced and 1801 P1 results. We then won't be reliant on the RF facility and our share price will soar or we will be taken over....
https://fortune.com/2023/10/13/tempest-therapeutics-shares-surge-after-roche-led-cancer-treatment-trial/
Good luck, Brighty
BA, check out the United Therapeutics LungRx Triumph-1 trial case study on the Prevail Partners website. It supports the investment case for HEMO shareholders perfectly:
“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 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.
* 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 for the same with HEMO. i.e. they will be expecting "attractive returns"….
Good luck, Brighty
Check out these late trades just published ...88k, 75k, 41k, 50k etc etcsee below ...
25-Oct-23 15:34:55 4.00 462,669 Unknown* 4.00 4.50 18.51k O
25-Oct-23 16:26:53 4.00 250,000 Unknown* 4.00 4.50 10,000 O
25-Oct-23 15:26:38 4.00 547,230 Unknown* 4.00 4.50 21.89k O
25-Oct-23 15:22:19 4.00 450,000 Unknown* 4.00 4.50 18.00k O
25-Oct-23 15:21:51 4.08 500,000 Unknown* 4.00 4.50 20.40k O
24-Oct-23 08:10:29 5.63 500,000 Unknown* 4.00 4.50 28.15k O
24-Oct-23 08:01:57 5.30 1,661,899 Unknown* 4.00 4.50 88.08k O
24-Oct-23 16:24:32 5.00 1,500,000 Unknown* 4.00 4.50 75.00k O
24-Oct-23 11:31:36 5.99 500,000 Unknown* 4.00 4.50 29.95k O
24-Oct-23 15:14:46 4.80 500,000 Unknown* 4.00 4.50 24.00k O
24-Oct-23 11:47:43 5.70 500,000 Unknown* 4.00 4.50 28.50k O
24-Oct-23 08:15:48 5.325 500,000 Unknown* 4.00 4.50 26.63k O
24-Oct-23 13:57:11 5.50 750,000 Unknown* 4.00 4.50 41.25k O
24-Oct-23 15:39:06 5.13871 486,251 Unknown* 4.00 4.50 24.99k O
24-Oct-23 08:17:06 5.30001 500,000 Unknown* 4.00 4.50 26.50k O
24-Oct-23 13:30:42 5.15 981,395 Unknown* 4.00 4.50 50.54k O
25-Oct-23 17:07:01 4.10 172,200 Unknown* 4.00 4.50 7,060 O
25-Oct-23 15:01:54 4.00 500,000 Unknown* 4.00 4.50 20.00k O
25-Oct-23 16:00:15 4.022 200,000 Unknown* 4.00 4.50 8,044 O
25-Oct-23 15:49:49 4.03001 198,207 Unknown* 4.00 4.50 7,988 O
25-Oct-23 15:46:11 4.175 300,000 Unknown* 4.00 4.50 12.53k O
25-Oct-23 16:35:25 4.10 163,342 Sell* 4.00 4.50 6,697 UT
25-Oct-23 15:32:57 4.00 250,000 Unknown* 4.00 4.50 10,000 O
25-Oct-23 15:32:02 4.00 199,900 Unknown* 4.00 4.50 7,996 O
25-Oct-23 14:24:26 4.10 500,000 Unknown* 4.00 4.50 20.50k O
25-Oct-23 14:22:25 3.99 340,092 Unknown* 4.00 4.50 13.57k O
25-Oct-23 15:07:22 4.05 250,000 Unknown* 4.00 4.50 10.13k O
25-Oct-23 15:01:02 4.00 250,000 Unknown* 4.00 4.50 10,000 O
25-Oct-23 13:45:59 4.10 534,522 Unknown* 4.00 4.50 21.92k O
25-Oct-23 13:41:35 4.05 500,000 Unknown* 4.00 4.50 20.25k O
Good luck, Brighty
This is another excellent market for ABDX to be in. In the USA the CDC estimates Salmonella bacteria causes about 1.35 million infections, 26,500 hospitalizations and 420 deaths every year (In the US alone). When you multiply this with the global population it's a whopping market to take a slice of ....
Good luck, Brighty
Exactly Serif, the FCA and the takeover panel have strict rules / penalties at their disposal to prevent irregularities by a plc. The other key fact to bear in mind is that SK334 in Sarawak neighbours Singapore. DYOR but that's where William G Bollinger has a hedge fund. If indeed it is the same W G Bollinger. If it is him and he is looking to buy Upland then the geography could be significant. i.e. This all looks pretty credible when you join the dots and read the RNS'....
Good luck, Brighty
Hi BA, good to see a fellow SAR investor taking a stake in HEMO. Prevail Partners US$833,000 investment in HEMO at circa 6p was a big vote of confidence. FDA / P1 trial news will be the catalyst for a significant uplift in the HEMO share price. Not long to wait hopefully...
Good luck, Brighty
Yes, it would represent some super gains for many BOIL investors. It's interesting to note that Upland hold 32% in Dunrobin alongside Boil's 32% and Reabold Resources 36% equity share. Is the Upland suitor looking at Dunrobin? Now that would be interesting.....
Good luck, Brighty
Upland is up over 1500% over the last 12 months. i.e. it really does highlight the potential huge value here re a JV for Chuditch or Dunrobin. Once a JV is announced (or a takeover is confirmed) the BOIL share price will experience a similar UPL meteoric rise. Patience is required but UPL clearly demonstrates perfectly what is likely to happen to the BOIL share price in due course....
Good luck, Brighty