Member Info for Brighty1

Exactly. My 55p a share purchase in 2019 has gone to 211p 6 years later. Long term investing wins the day, again. Happy days. Congrats all lth's....

Good luck, Brighty

The most recent interim RNS stated: "H1 25 was a period of significant development for the Group, with a substantial increase in revenues and significantly reduced losses". The BOD are today confirming, again, that GST expects to report FY25 results in line with the Directors' expectations. If there had been a change to this a profit warning would have been released. There was not a profit warning. Therefore we should see a substantial increase in revenues and significantly reduced losses when the report is issued....

Good luck, Brighty

Exactly. ROAD in my portfolio was suspended for exactly the same reason. Announcement pasted below:

"Trading for the under-mentioned securities has been temporarily suspended pending publication of the Company's annual audited accounts".

My investment in ROAD has increased from 3.5p to 50p over the last 18 months. Suspension can be a good thing, although I would have been happier with an immediate halt to trading of GST shares today....

Good luck, Brighty

Once the General Meeting has happened we are going to see a steady flow of news taking the HE1 share price back up. This has happened before with HE1. i.e. 0.6 to 2.40p and 0.7p to 2.14p. The message is clear buy in soon for good gains. That's what's evolving here. It occurs all the time on AIM and has happened twice with HE1 in the last 20 months alone....

Good luck, Brighty

Exactly, this information should be communicated to science and health journalists on a weekly basis until one of them bites / takes notice of N4P and writes an article about how Nuvec is reimagining RNA therapeutics. Some favourable "real" coverage in a trade publication or national broadsheet, broadcast or online would work wonders for N4P's credibility....

Good luck, Brighty

Exactly and Emma's business, GSK, has today paid $500 Million in a licencing deal. Including a Phase 1 drug. One day, eh PCS1954!!....Details below:

GSK and Hengrui Pharma enter agreements to develop up to 12 innovative medicines across Respiratory, Immunology & Inflammation and Oncology

· Includes license for potential best-in-class PDE3/4 inhibitor (HRS-9821) in clinical development for treatment of COPD

· Additional 11 programmes to be developed by Hengrui Pharma and optioned by GSK following phase I completion

GSK plc (LSE/NYSE: GSK) today announced it has entered into agreements with Hengrui Pharma (600276.SH; 01276.HK) to develop up to 12 innovative medicines, adding significant new growth opportunities to the company beyond 2031. The programmes were selected to complement GSK's extensive Respiratory, Immunology & Inflammation (RI&I) and Oncology pipeline, and assessed for their potential best- or first-in class profiles. GSK will pay $500 million in upfront fees across the agreements.

A combined / total licencing deal with a major player for SDC1801 / SC1802 / SRA737 could still be on the cards therefore rather than for just one of our assets....

Good luck, Brighty

Exactly Bline, there are excellent gains to be made on the way up by top slicing and gaining a free carry at an attractive price. As you say most, including me, have been doing this with HE1 since December 2023.......

Good luck, Brighty

Exactly, I very much hope HE1 won't hit 0.5p either Louise but the main message I'm conveying is that there are excellent gains to be made on the way up from 0.73 to 2p (again) by top slicing and gaining a free carry at an attractive price. I'm happy with my 0.5p (ish) average here as I expect it to be 2p+ again in due course as I imagine you do too. Thanks for some great posts on here yesterday by the way. Very refreshing....

Good luck, Brighty

Exactly and those of us that were buying HE1 at 0.5 will all have done nicely top slicing profits over 2p for a free carry. That opportunity is going to present itself again once the financing / AGM negativities are out of the way. Then surprise surprise we will get a stream of positive news and up goes the share price (again). It will soon be time to top up prior to the next 0.5p to 2p gain. However, once we hit 2p next time and HE1 raise at 2p or above it's unlikely to drop back to these lows ever again. The message is clear buy in soon for big gains. That's what's evolving here. It happens all the time on AIM......

Good luck, Brighty

Once the comprehensive Feasibility Study is communicated and the official Mining Licence ceremony has happened the sentiment will change to one of positivity.......

Good luck, Brighty

Exactly, Louise R. The helium discovery in Tanzania is massive and Colorado will soon be producing income too. That's what the investors and the market wants to see. HE1 is one of those very rare entities that could become a Billion pound company. We've seen it happen before. Why not HE1? Some excellent posts today by numerous contributors.....

Good luck, Brighty

Exactly. Once the comprehensive Feasibility Study is communicated and the official Mining Licence ceremony has happened the sentiment will change to one of positivity......

Good luck, Brighty

Exactly, FOMO will kick in if the result are better than expected. Don't forget BANK went from 0.5 to 13p earlier this year on the back of a positive RNS.....

Good luck, Brighty

Exactly, I'm looking out for the NAV too. If we are right then the disconnect between the current share price/MCAP is going to be incredible. It could be the key tipping point factor in a significant up turn in the GST share price once the results are confirmed. The re-rate will then be on.....

Good luck, Brighty

PS: a great post by Robert Collier earlier. Worth reading...

Exactly. Be careful anyone selling as President Trump, according to the FT, is apparently about to sign an Executive Order allowing crypto in U.S. retirement plans. Big news for the sector in which GST operates. Best to ignore the noise today and focus on the bigger picture.....

Good luck, Brighty

Exactly, 54retiresoon. You make a very valid point. LTH's are buying these shares at 30p for one reason. i.e. a licencing deal or a buy out. The latest JP Morgan pharma data for Q1 2025 makes for interesting reading for AVCT investors. Relevant highlights are as follows:

* The licensing landscape showed significant shifts in Q1 2025, with biopharma licensing deals reaching $56.8 billion in total announced value, marked by higher upfront payments for later-stage programs. The medtech sector saw 286 licensing partnerships disclosed with $3.7 billion in total value, including $871 million in upfront payments.

* M&A activity showed divergent patterns across sectors in early 2025, with biopharma seeing 27 transactions totaling $25.2 billion, including one large deal surpassing $14 billion. Meanwhile, medtech M&A activity tempered slightly with 57 acquisitions in Q1 totaling $9.2 billion, but still maintained multiyear-high transaction numbers.

In summary, big money is paid by cash rich global pharma companies for innovative smaller companies in our sector. AVCT is getting closer and closer to either a licencing deal or take over deal........

https://www.jpmorgan.com/insights/outlook/market-outlook/biopharma-medtech-deal-reports

Good luck, Brighty

Exactly Leew, SWC also started small in April and May of this year with the purchase of 11 bitcoins followed up by the purchase of a further 8 bitcoins. They paid £1.4 Million. As we know the SWC share price has gone from around 3p to approx 500p and they have been able to acquire many more bitcoins over the last few months including confirmation today via RNS of a further 275 bitcoins acquired. In summary, SWC started with a relatively small holding of bitcoin, just like GST appears to be doing. If GST purchase, for example, 20 bitcoins with the £2 million raised that would be matching the early SWC strategy with the purchase of their 19 bitcoins.....

Good luck, Brighty

Exactly, Burt, Basil, Homer and Laura. The sector PYC operates in is awash with deals. The latest JP Morgan pharma data for Q1 2025 makes for interesting reading for PYC investors. Relevant highlights are as follows:

* The licensing landscape showed significant shifts in Q1 2025, with biopharma licensing deals reaching $56.8 billion in total announced value, marked by higher upfront payments for later-stage programs. The medtech sector saw 286 licensing partnerships disclosed with $3.7 billion in total value, including $871 million in upfront payments.

* M&A activity showed divergent patterns across sectors in early 2025, with biopharma seeing 27 transactions totaling $25.2 billion, including one large deal surpassing $14 billion. Meanwhile, medtech M&A activity tempered slightly with 57 acquisitions in Q1 totaling $9.2 billion, but still maintained multiyear-high transaction numbers.

In summary, big money is paid by cash rich global pharma companies for innovative small companies in our sector.....

https://www.jpmorgan.com/insights/outlook/market-outlook/biopharma-medtech-deal-reports

Good luck, Brighty

Exactly, lets see the GST BOD accelerate the bitcoin purchases ASAP as per the RNS statement today. For background, SWC started their incredible share price rise with the acquisition of just 19 bitcoins this year for a total consideration of £1,410,000. Look what it did to their share price.....

Good luck, Brighty

Exactly. The company is clearly making money. The GST share price should start to see a steady climb northwards. The stock market is going to like this news. Can't wait for the results RNS....

Good luck, Brighty