The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
ABDX will be providing a trading update in the next few days, in which the company will announce that:
* "Revenue for H1 FY23/24 is significantly higher than revenue for H1 FY22/23."
* "We remain highly focused on continuing to grow our revenues and reducing our cash-burn in FY23/24 and beyond".
* "Our ongoing priority is moving the Company to a positive cash flow position based on continued revenue growth and stringent cost control."
Good luck, Brighty
Agreed and it won't be too long before the UK / FCA will have to embrace the NEO bank model. It has to when you bear in mind that NEO banking already has a global market size of 72.47 Billion. Angra Limited with Wellesley at CEO is a first class move…
Good luck, Brighty
Yes, spot on re your HSBC comparison. We are the new kids in town with, as you quite rightly say, "the wallet, the fx, the exchange, 4 stablecoins for the masses & also the bespoke p2p, b2b business angle with bases in Canada, UK, Singapore, HK, Europe/Lithuania, Perth so far". Plus, don't forget the huge revenue potential of 0.2% of each BTC traded on the GS20 Exchange .....
Good luck, Brighty
This is a $50.25 billion sector (2024) & is projected to reach USD $144.48 billion over the next five years. Even if DGI can achieve a miniscule share of the market this will be huge for the company and its share price.
Then factor in the current EV battery replacement price of between $5,000 and $20,000 and DGI's proposition becomes even more compelling and sustainable. The lower environmental impact of sodium and lithium-ion batteries are a game changer in the industry. That's why the Tesla Trio have bought in to DGI.....
https://www.mordorintelligence.com/industry-reports/global-electric-vehicle-battery-market-industry
Good luck, Brighty
Here's a couple of interesting links, below, for long term SAR investors:
* The biopharma industry will continue to see healthy M&A activity in 2024, according to a PwC report, with deals totaling $225 billion to $275 billion.
https://www.biospace.com/article/2024-predictions-for-biotech-m-and-as-/
* And here's more M&A deal activity in our space to excite Sareum shareholders who have a long term investment strategy....
https://www.biospace.com/article/biopharma-closes-2023-with-flurry-of-m-and-a-activity-from-astrazeneca-bms-roche/
Good luck, Brighty
Come on Richard Marsden & the SNG BOD. The link below confirms that Verona is finalising the commercial launch of its drug candidate Ensifentrine, designed to treat COPD. We know SNG001 / Interferon Beta can save lives and that our data is compelling. SNG must speed the process along or on-licence SNG001 ASAP or we are going to be too late to the party....
https://www.biospace.com/article/verona-gets-400m-boost-from-oxford-finance-hercules-capital-for-copd-candidate/
Plus a reminder of what could happen here in due course: https://www.biospace.com/article/biopharma-closes-2023-with-flurry-of-m-and-a-activity-from-astrazeneca-bms-roche/
Good luck, Brighty
I love your "Wake me up at 1p" .... However, I'm not waking until 2p at least ! Which, by the way, could happen sooner than some people on here think. A x10 from today's share price to 2p a share is still only a 200 Million Mcap business. Longer term, I reckon 20p+ a share in 2-3 years time is very possible. Those that are happy to wait a couple of years could be very happy....
https://biz.crast.net/tesla-mastermind-sodium-tech-and-little-known-welsh-car-battery-maker/
https://www.youtube.com/watch?v=fNaqHpqMhlI
Good luck and Happy 2024, Brighty
It's well worth pointing out as we await the anticipated move in to the clinic and then licencing news from HEMO in 2024 that big pharma sign the majority of their licencing deals at the earliest stages, as this data from JP Morgan highlights:
* The largest share of in-license deals into big pharma happens at platform and discovery stages.
* These are often the riskiest but provide the partners substantial support and control over programme development.
* Deals signed at these earliest stages saw median upfront payments of $45 million in 2023, to date.
* Large-cap biopharma (market cap of $50 billion-plus) are still signing $100 million-plus deal upfronts. Median upfront values increased for Platform / Discovery stage programmes as well, reaching $47 million.
Here are some of the biggest licencing deals in 2023:
* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.
Source: https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-chase-q3-2023-biopharma-final-ada_v2.pdf
Prevail are onboard with HEMO for a reason......
Good luck, Brighty
Yes and just look at some of the 2023 licencing deals in our sector, below. No reason why AVCT can't be next:
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.
It's got to be a whopping licencing deal soon for AVCT....
Good luck, Brighty
Yes, one day we will wake up to a monster T/0 RNS, nothing below 20p a share is my expectation.
* As I have mentioned on here before the license renewal with the CHRB is strategically important to the company due to its potential of offering sports betting to California residents when the state legislature passes this into law.
* Plus, the ADW license allows Watch and Wager to accept online pari-mutuel wagers from residents of California on its range of global content. This is a huge incentive for a bigger rival to buy Webis for this licence alone.
* It's also fair to say that 20p a share is quite cheap for these licences in the bigger scheme of things, especially if a bigger operator wants to leverage the huge financial opportunity of online betting in California in the future....
Good luck, Brighty
Further proof that HEMO could become a very attractive licencing or takeover proposition once we become a clinical-stage company. Details below:
AstraZeneca to acquire Gracell, furthering cell therapy
* Upfront cash of approximately $1.0bn, a 154% premium to the 60-day volume-weighted average price
* Deal to increase to approximately $1.2bn, a 192% premium to the 60-day VWAP, subject to various conditions.
* AZ flags up in the RNS its ambition across oncology and autoimmune diseases
* Gracell is a clinical-stage business. Its BCMA/CD19 CAR-T therapy targets haematologic malignancies and autoimmune diseases.
Good luck, Brighty
AstraZeneca to acquire Gracell, furthering cell therapy
* Upfront cash of approximately $1.0bn, a 154% premium to the 60-day volume-weighted average price
* Deal to increase to approximately $1.2bn, a 192% premium to the 60-day VWAP, subject to various conditions.
* AZ flags up in the RNS its ambition across oncology and autoimmune diseases
* Gracell is a clinical-stage business. Its BCMA/CD19 CAR-T therapy targets haematologic malignancies and autoimmune diseases.
Good luck, Brighty
It's also worth pointing out that the ADW license allows Watch and Wager to accept online pari-mutuel wagers from residents of California on its range of global content. This is a huge incentive for a bigger rival to buy Webis for this licence alone = $$$$$$ millions
The other point is that the license renewal with the CHRB is strategically important to the company, not only for its access to the biggest population in the United States and one of the largest economies in the world, but also for the potential of offering sports betting to California residents when the state legislature passes this into law. i.e. once this becomes law in California the value attached to Webis' licences is going to increase very significantly = $$$$$$ millions
It's a waiting game as always but one day we will wake up to a monster T/0 RNS. As to a buy out price: nothing below 20p a share is my expectation.....
Good luck and happy Christmas, Brighty
Good news on licence renewals plus an updated Monarch agreement announced today from WEB. Highlights from the RNS today include:
* The company has renewed contracts with major international racing jurisdictions that include Australia, Canada, France, Hong Kong, Ireland, Japan, South Africa, and the United Kingdom.
* The renewal of the contract with Monarch adds to the array of content agreements held by WatchandWager, both domestically and worldwide. WatchandWager possesses the largest number of racetracks available to wager on globally, including the premier racetracks operated by Churchill Downs Incorporated ("CDI") and the New York Racing Association ("NYRA"). Those agreements give WatchandWager players full access to the US Triple Crown series in 2024.
* In addition to these domestic agreements, the company has renewed contracts with major international racing jurisdictions that include Australia, Canada, France, Hong Kong, Ireland, Japan, South Africa, and the United Kingdom.
* Webis also confirmed the renewal of WatchandWager's major regulatory licenses in the United States and the Isle of Man (UK). Among the licenses renewed are the strategically important multi-jurisdictional wagering license from the California Horse Racing Board (CHRB) and the North Dakota Racing Commission (NDRC).
This screams WEB has its ducks in a row for a T/0.....
Good luck, Brighty
That's all we needed to hear in the RNS summary: GST "to grow revenues substantially" via Angra Global and the GS20 Exchange platforms.
* In the second half of the financial year we are looking to grow revenues substantially from these businesses and to complete the two acquisitions that will both add additional customers and capabilities to the Group.
Good luck, Brighty
Exactly and in due course GDR's MT-RNR1 ID Kit rolled out across the UK is worth up to £8.5 million each year to GDR. This is based on approximately 100,000 NICU admissions with a customer price per test of £80+. If we get traction in the EU then that market is worth up to £46.8 million pa to GDR and if we get the nod from the FDA the U.S. market is worth approx £34 million each year to GDR......
Good luck, Brighty
Here we go Ramone. Take 2! On a train and my phone is having trouble with the wifi connection, so will try again. Basically, the You Tube video highlights the mega potential here. A x10 from today's share price to 2p a share is only a 200 Million Mcap business. Longer term, I'm looking at this as 1 - 2 billion pound business and reckon 20p+ a share in 2-3 years time is possible. Those that are happy to wait a couple of years could be very happy indeed....
https://www.youtube.com/watch?v=fNaqHpqMhlI
Plus
https://biz.crast.net/tesla-mastermind-sodium-tech-and-little-known-welsh-car-battery-maker/
Good luck, Brighty
Here we go Ramone. Well worth digesting. Mega potential here...
https://www.youtube.com/watch?v=fNaqHpqMhlI
Plus
https://biz.crast.net/tesla-mastermind-sodium-tech-and-little-known-welsh-car-battery-maker/
Good luck, Brighty
Yes, I bought in to DGI a couple of weeks ago too for a 2-3 year investment on the back of the Tesla Trio's buy-in. A x10 from today's share price to 2p a share is only a 200 Million Mcap business. I'm looking at this as 1 - 2 billion pound business and reckon 20p+ a share in 2-3 years time is possible. The 2022 presentation on You Tube is an excellent reminder of the humongous potential of DGI. Those investing now could be very happy in due course....
Good luck, Brighty