Member Info for Brighty1

Rather than tune in to the doubters I prefer to believe the CEO of ODX when he says:

* that ODX has been awarded a Gov't contract
* that staff numbers have increased to 250
* that Omega has been awarded a contract with a potential value of £374 million and
* that substantial revenue growth is coming

ODX is also on record in an RNS stating "We're delighted to announce that UK Government has valued our 11 February contract, to provide manufacturing capacity for #COVID19 Lateral Flow Antigen Tests, at £374 million".

I’m also inclined to believe Lord Bethell Minister of Innovation at dhscgovuk when he said recently via Twitter:
"@JimBethell We’re investing in 2m LFDs per week by end May from British firms @OmegaDiagnostic and @mologic to stop the spread of COVID-19. Investment in talent will help "build back better" & create 100s of jobs".

And don't forget ODX investors that we should also be hearing about "regulatory approvals in a total of 27 geographies" in "due course", according to the January RNS. ABDX backed this up also saying: "The Company is making good progress in the approval of AbC-19™ for testing in the US as well as with over 30 other countries worldwide. The Company has identified customers in seven countries that are being prioritised internally as Tier 1 commercial targets where, following registration of AbC-19™, the Company anticipates significant sizeable orders"...

It’s still looking very very exciting here in my opinion. A 14k director sell is not helpful but pretty trivial in the scheme of things when you read the above and all the recent ODX tweets and RNS’. i.e. You either believe our CEO or you don't.

Good luck, Brighty

The AO results out today again highlight the growth potential for online businesses such as BWNG.

AO revenues increased by 62% to £1.66bn, AO.com's UK website increased year-on-year revenue by 88% in Q4 and AO added over 2 million new customers in the financial year.

Looking forward to our update in the next few weeks. Good luck, Brighty

We must be getting pretty close to a licencing deal or takeover. It’s abundantly clear that the Sareum science works. e.g. We know that it is “3 out of 3” for SRA 737 in combo with:

* WEE1 / Adavosertib (AZ) for the treatment of selected TP53 mutated cancers.

* Keytruda (Merck) with 100% regression of tumours after 21 days

* Gemcitabine (Eli Lilly) with positive safety and efficacy in anogenital cancer

Plus we know that our TYK2 works in combo with dexamethasone (hailed as a lifesaver for over 1 million Covid patients). “The Sareum compound as a single agent was well tolerated and there was no change in tolerability when combined with dexamethasone”, Tim Mitchell & Stephen Parker.

So, that is 4 combo trials with Adavosertib, Keytruda, Gemcitabine and Dexamethasone. That has to be further validation for Thoth’s “quid a share” comment today I would say. It is also why many feel Sareum is becoming the hottest pharma stock of 2021 when you look at the above combinations.

The only question is: Which big pharma is going to licence our science or takeover Sareum?.....

Good luck, Brighty

That's more like it! Normal service resumed.

Paul Baay, President and Chief Executive Officer, commented: "The positive test results from Cascadura Deep-1 further expands the opportunity on the Ortoire block as we now expect to have two distinct and separate sheets producing from two wells in the Cascadura structure. We will accelerate operations required to bring the two Cascadura wells onto production as the test results allow us to properly size surface facilities for reservoir management. We are also moving forward with the required applications to establish a second Cascadura surface location, designed for up to four development wells. The test results demonstrate the clear future production opportunities for the Company."

Onwards and upwards. Good luck, Brighty

Rich Roberts joins the Webis board

Following regulatory approval, the Board of Webis, the global gaming group, is pleased to announce the appointment of Mr Richard ("Rich") Roberts as an Independent Non-Executive Director of the Company.

Mr Roberts has extensive experience of the on-line sports entertainment industry. His track record includes his time as a director of the London-listed global sports entertainment company Sportech PLC, and successfully facilitating and building the sports betting platform, FaceOff, in the US.

Ed Comins, Webis Managing Director, commented:

"I am delighted to welcome Rich to the Board of Webis. His experience in the gaming industry will prove invaluable, and we are sure he will make a very positive contribution to the Board."

RMM, without doubt yours is the post of the week so far. Well done. Spot on analysis & I loved the Daily Terrorgraph reference by the way! Brilliant. SRA 737 news soon ...? Good luck all Sareum investors. Brighty

Yes, this has to be good news for BWNG as "ASOS profits leap 275% as pandemic restrictions drive fashion sales online". Good luck, Brighty.

Yes agreed and here are just a couple of extra juicy quotes from the Chairman of Webis from the recent RNS' to reinforce where Webis is heading:

"Many major large multi-national gambling entities continue to search for merger or acquisition of key assets in the USA. This is compounded due to the ongoing downturn in the industry, in the UK, where the affordability review is a very real threat to non-USA players, unlike our operation. On top of that the unfortunate economic impact of Covid-19 and other natural disasters has hastened the need for more taxes and duties in states, especially in California".
AND...
"the Board is fully aware of our licensed position in the USA and California in particular, and how this position can be leveraged to benefit shareholders. As a result, we have taken measures to protect our assets in the USA and will continue to do so as a priority. We stand in an enviable position as a licensed operator in the States, and in particularly in California, the fifth biggest economy in the world, and where we hold both an online licence and a license to operate retail operations at Cal Expo racetrack in Sacramento. Momentum continues to gather daily for regulated Sports Betting in numerous states, including California. At time of writing, the Board is confident that California will approve this measure no later than 2022, with many other major States actively operating by then".

It's also worth pointing out to newbies that Webis extended its California licence until May 2025 with an option to 2030. This was a very smart move indeed as in the small print and legislation discussions from California last year it was proposed that new entrants will have to pay $10 million dollars as a fee for a licence where as existing operators (such as Webis) will have their fees halved. Another reason to make Webis even more attractive to the big players in my opinion. Looks like we are in for a very interesting and rewarding 2021 and 2022.

Good luck, Brighty

Absolutely right, especially when you factor in the forthcoming news flow the potential for N4P investors is significant when you look at what could be announced in 2021. Here are just a few of the possibilities:

* collaboration / licencing deal with a major pharma.

* research in to whether Nuvec® can generate COVID-19-specific antibodies in mice.

* potential for Nuvec® as an oral vaccine delivery system.

* Nuvec® data on the delivery of gene silencing cancer therapies

* update on in vivo and in vitro tests to demonstrate that Nuvec® loaded with plasmid DNA (pDNA) and messenger RNA (mRNA) can stimulate an immune response.

* “significant interest to multiple vaccine developers” re keeping the vaccine stable and at room temperature. i.e. Nuvec® as a delivery platform could provide the solution.

* Evotec update.

* Patent update.

* Or even a takeover....

Good luck, Brighty

Yes it's little wonder people are buying Webis at 6p+ a share when you read what Webis said recently in an RNS:

"As a result, the company has had no shortage of informal offers from other interested parties in the space, specifically in the areas of software deals, strategic alliances and, at the operating company level only, mergers and even acquisition".

Says it all and hence why the share price could soar in 2021 and 2022. Remember, California is the big licence opportunity for Webis and this could really multi bag significantly in the run up to sports betting being given the OK next year in California or M&A activity in the sector or of course a takeover of Webis, which is what I think will happen in the next 12-18 months. Very exciting times.

Good luck, Brighty

It's always interesting to look at the buys and the value. Serious buying going on today. e.g. here's a quick snap shot:
31-Mar-21 08:13:46 103.00 50,000 Buy* 95.00 96.00 51.50k O
31-Mar-21 09:13:04 95.70 20,000 Buy* 95.00 96.00 19.14k O
31-Mar-21 08:12:58 103.55 54,756 Buy* 95.00 96.00 56.70k O
31-Mar-21 08:12:50 103.10 25,000 Buy* 95.00 96.00 25.78k O
31-Mar-21 09:12:43 95.98 3,112 Buy* 95.00 96.00 2,987 O
31-Mar-21 08:12:35 103.10 25,000 Buy* 95.00 96.00 25.78k O
31-Mar-21 08:12:35 104.85 25,000 Buy* 95.00 96.00 26.21k O
31-Mar-21 09:12:26 95.50 10,467 Unknown* 95.00 96.00 9,996 O
31-Mar-21 08:12:12 102.20 50,000 Buy* 95.00 96.00 51.10k O
31-Mar-21 08:12:07 102.60 25,000 Buy* 95.00 96.00 25.65k O
31-Mar-21 09:12:03 95.75 10,000 Buy* 95.00 96.00 9,575 O
31-Mar-21 09:11:36 95.70 10,504 Buy* 95.00 96.00 10.05k O
31-Mar-21 08:11:31 101.50 53,551 Buy* 95.00 96.00 54.35k O
31-Mar-21 08:11:20 101.50 50,000 Buy* 95.00 97.00 50.75k O
31-Mar-21 09:11:13 95.75001 10,000 Sell* 95.00 97.00 9,575 O
31-Mar-21 09:10:56 97.00 11,984 Buy* 95.00 97.00 11.62k UT
31-Mar-21 08:10:49 100.7028 52,972 Buy* 95.00 97.00 53.34k O
31-Mar-21 08:10:42 101.60 38,781 Buy* 95.00 97.00 39.40k O
31-Mar-21 08:10:36 100.00 50,000 Buy* 95.00 97.00 50.00k
Good luck, Brighty

In answer to your question the potential value of the licences are huge. If this goes according to plan I am expecting to see Webis at over £1 per share in the next 12-18 months. It could happen a lot sooner and we are likely to see 30-40p this year if things start to hot up with more M&A activity in the sector. The real value is in the licences as per my previous posts. Check out what the Webis Chairman has been saying in the last few RNS' (some of which I have posted here previously). That will give you a feel for how big this could be in 2021 and 2022. Good luck, Brighty

I agree with you. The full RNS is much more interesting commercially for long term holders as James Shipka, COO of TXP says "In the near term, we remain focused on our gas test at Cascadura Deep and bringing our first two wells, Coho-1 and Cascadura-1ST1, onto production. Further testing at Chinook will continue as necessary to evaluate the well and determine the best path forward while construction at Royston continues to move towards a spud date in the middle of the second quarter."
I think some people are also overlooking our prolific gas discovery at Cascadura. It's all in the RNS today and in previous RNS'. Good luck, Brighty

Exactly well said and so predictable re MMs driving it down sub £1 for the £1 stops to kick in. I've seen this so many times before. Today is a knee jerk reaction for those that don't want to hang around for the big gains, positive news flow and the assets becoming fully commercial. Hence why this is such a great buy long term. It's also a very good opportunity for II's (watch this space for a TR1 or two) and PI's to buy in at a superb price. Good luck, Brighty

What's not to like about TXP's future? It looks sensational when you read the below. Always good to do research before any knee jerk reactions. Good luck, Brighty

Royston Drilling Preparations: Touchstone is pleased to report that we have cleared the primary access road to the Royston-1 drilling location and are currently surfacing the road and performing lease preparations. The Royston well will be drilled using Well Services Rig #60 targeting a total depth of approximately 11,500 feet. The drilling rig is scheduled to move onto location early in the second quarter of 2021.

Highlights:

· Equipment has arrived in Trinidad to enable testing of the main gas bearing zones in the Cascadura Deep-1 well, where significant hydrocarbon accumulations were reported in December based on drilling and wireline logging data.

· We continue to target the second quarter of 2021 for initial Ortoire gas commercialization, with final regulatory approvals for the tie-in of our Coho-1 well received and construction underway.

· Working with the National Gas Company of Trinidad and Tobago to commence regulatory applications to tie-in Cascadura and any potential Chinook production volumes, with the objective of achieving initial production prior to the end of 2021.

· The primary access road to the Royston-1 well location has been cleared, and we have commenced road resurfacing and lease building operations.

· Initiated line clearing for the 21-kilometre 2D seismic program in the Royston area.

· Expected to enter into a minimum three-year drilling services contract from a Canadian based private company to supply an ultra-heavy telescopic drilling rig to Trinidad in late 2021, which will enable us access to three drilling rigs in Trinidad capable of drilling to depths of 10,000 feet or more.

The news flow will re-start now the IG 30th March deadline has passed. Today's RNS is about clearing the decks for positive news over the coming weeks and months. The company just didn't want to issue this during the IG timeframe for obvious reasons. For long term holders things look very rosy indeed with our huge commercial discoveries over the last 12 months. Onwards and upwards for the TXP share price with various news expected over the next quarter. Good luck, Brighty

Yes, exciting times and we now know why Sanderson Capital Partners took a 3% stake in TYM. 2021 is looking to be the start of big share price gains for TYM share holders. I'm predicting 4p per share by the end of the year, if not sooner. Good luck, Brighty

It is worth reiterating what the Webis Chairman said in the Annual Report and Financial Statements:

"USA regulated gaming is seen as the hottest subject at present in global gaming, and something of a gold rush both in the USA and, indeed, internationally. Non-USA and certain European companies are experiencing severe regulatory issues, as well as margin problems, and appear almost desperate to be a part of the developments in the USA. As a result, it should come as no surprise that WatchandWager continues to be courted by large corporations, and indeed smaller operations with a view to software deals, strategic alliances, mergers or even outright acquisition opportunities. Principally led by our Managing Director, the Board assesses each opportunity on a case-by-case basis. It should be noted in the majority of instances, the Board takes the view that "they need us more than we need them" and we continue to protect our USA licensed presence as a core asset. We are very aware of the increased consolidation in the industry and the economies of scale of strategic partnerships and will keep shareholders aware of any meaningful strategic developments with the Group, most likely in the USA, but possibly with international partnerships" - Denham Eke, Webis Chairman

This is why the share price is just going to carry on rising over the next 12-18 months, especially now that people have witnessed B90's rise from 4.58p to 38p last week. i.e. it is certainly possible that Webis could follow suit and multi bag quite easily to 40p in the run up to sports betting being given the OK next year in California & or ongoing M&A activity in the sector.

Good luck, Brighty

This will really gather momentum if Sareum issue a "noted" tweet or RNS re the SRA737 and Adavosertib AACR news. We all saw what happened with some of our pharma peers last year when they managed opportunities proactively. This would be favourable for the Sareum share price prior to any impending news as it would give us a higher launch pad. We have now left the departure gate and are revving up on the runway. We are nearly ready to take off. Good luck, Brighty

I was expecting, at least, an RNS “noting” that the combination of SRA737 and Adavosertib in the treatment of selected mutated cancers warrants further evaluation and will be presented at the AACR on 10th April. Sareum normally “note” this kind of information via RNS. Our rivals would have shouted this type of news from the rooftops (& our share price could welcome some proactivity on this front too).

For example something like “Sareum Holdings plc (AIM: SAR), the specialist drug development company delivering targeted small molecule therapeutics to improve the treatment of cancer and autoimmune diseases notes the promising news regarding SRA 737 in combination with WEE1 which will be presented at the AACR on 10th April. Sareum has an economic interest in SRA737, a clinical-stage oral, selective Checkpoint kinase 1 (Chk1) inhibitor that targets cancer cell replication and DNA damage repair mechanisms. Preliminary Phase 2 and comprehensive preclinical data suggest SRA737 may have broad application in combination with other drugs. We are pleased that the combination of SRA737 and adavosertib warrants further evaluation for the treatment of selected TP53 mutated cancers". Something along these lines would surely be helpful as it could be viewed as a regulatory moment and opportunity.

This suggested RNS and Tweet could also include that SRA737 has also proven successful in combination with Keytruda (Merck) with data showing 100% regression of tumours after 21 days plus there’s the excellent data from the Wormkan Garrett report from 11th March 2020 re SRA737 synthesised with Eli Lilly’s gemcitabine.

In a nutshell lots to say from Sareum today via RNS and Twitter with the latest Adavosertib SRA737 AACR news. Come on Sareum lets see this news RNS’d.

Good luck, Brighty