Member Info for Brighty1

As OAPK20 quite rightly pointed out recently there are many contract notices and opportunities that RMS will be able to bid for over the coming year as per his post about Liverpool City Council's announcement for IIR Masks with a value of £60M.
(Supply of IIR Medical Facemask and other medical grade face masks). This is about to get very interesting, irrespective of the warrants. One contract win like that would see the share price rocket. Good luck, Brighty

It is intriguing to note that one of the programmes that has attained global regulatory consent for Covid is Dexamethasone. Interestingly Sareum has been trialling its TYK2 in combination with Dexamethasone. Some of you here will recall the Tim Mitchell and Stephen Parker statement tucked away in the interim results a couple of years ago that “there was no change in tolerability when combined with dexamethasone”, when they were reporting on the progress of our TYK2 programme. It will be marvellous in the coming few weeks for our share price if indeed our UKRI Covid research involves dexamethasone because if it does we know it already works with our TYK2. Exciting times. Good luck, Brighty

To back up what Tonic and Aberdeenman are saying about our revenue/ profit prospects (& therefore our share price) it is also worth pointing out that Finncap has recently stated that rivals in our sector are trading at 9x earnings. It therefore doesn't take a rocket scientist to work out the huge revenue / profit stream that is possible here. Good luck and here's to 700p a share in 2021. Brighty

When TYM rises is can really shoot up quickly. TYM went from 0.19p to 0.86p between 17th and 18th February last year. Small Mcap / Expected news incoming on gold and copper projects. Could be an interesting and rewarding 2021 here. Good luck, Brighty

The 37% rise so far today is just the start. It really doesn’t take a rocket scientist to work out why ODX Chair William Rhodes said that the Company is expecting to have a “significantly improved second half performance". We are in for a Novacyt style rise here once contracts / revenue are included in the forecasting for 2021/22. Good luck, Brighty

You are right. A takeover is not out of the question when you read CFO Andy Parsons in Investors Chronicle saying “We are open to conversations from interested parties and conversations have happened. All we can do is to focus on ourselves – making our business better will increase the appeal to others.”

We will get a better idea of progress with the full-year results on 11 March. I'm particularly interested in the NAV, which should at least match the 204p a share recorded at the end of June, which as IC points out is "a 23p increase on the end of 2019. And yet the share price is almost two-thirds less than that figure".

I still believe a share price of 100p is coming our way in March following the results and that 200p is where this should be by the end of this year - if we have not been taken over at that price or higher.

Good luck, Brighty

Not Leo Koot's Finest Hour for CERP share holders.
Brighty

Once Novacyt was allowed to confirm contracts (and therefore projected ££ revenue became a reality) the stock market reacted accordingly and the share price rose from 30p to over 1200p in 2020. Now that the FT and Bloomberg are confirming what we have been expecting it is very likely that the ODX share price will replicate an NCYT style rise. I've been saying here for ages here that the October 9th 107p intrday share price will be just the start once we get confirmation as the potential revenues for ODX are huge. Looking forward to at least 700p a share in 2021. Tomorrow is just the start of an exciting few months for us. Good luck, Brighty

TYM, up 13% today, is close by to Newrange Gold at Pamlico. Some of you will recall that Newrange has recently confirmed highly encouraging drilling assays from its Pamlico project in Nevada, showing near surface oxide gold mineralization. Could TYM be about to do the same? Hold for Gold literally. Interestngly, the volume is much higher than normal over the last 24 hours here. Also, TYM moves up quickly historically. Between 17th and 18th February last year the share price went from 0.19p to 0.86p. i.e. it gained over 300% in a day. This could be a big gainer if Nevada pans out as we all hope. Good luck, Brighty

Brilliantly articulated and the reason why TLW will be £1 - at least - by the end of 2021. Good luck, Brighty

Interesting news out of the USA for Sareum and our Covid research, regarding the statement from Merck MSD. Big pharmas will be looking at any new research / data that can halt Covid in its tracks. As we know they haven't found it yet. Time for Merck MSD and the other big pharmas to ring Tim and John about licencing Sareum's SDC-1801 TYK2/JAK1 in the fight against Covid-19. Good luck, Brighty
https://www.merck.com/news/merck-statement-on-ivermectin-use-during-the-covid-19-pandemic/

With a projected 2m lateral flow tests per week it doesn’t take a rocket scientist to work out why ODX Chair William Rhodes said that the Company is expecting to have a “significantly improved second half performance". As we have seen this year with Novacyt (revenue up x 20 to 311.6 million from 13.1 million) once contracts are confirmed the share price substantially. This is what we are just waiting for here. Then the ODX share price will start to move above £1 per share. Lots of news inbound. Good luck, Brighty

The Suncor/Enquest deal announced today bodes well for a %age farm in/out of BOIL's Dunrobin and Golspie prospects with M&A activity increasing in the sector. EnQuest has agreed to pay an initial USD325 million to acquire a %age stake in Suncor Energy's 27% stake in the Golden Eagle area, which includes the Golden Eagle, Peregrine and Solitaire fields, "with additional contingent consideration of up to USD50 million". Baron holds a 15% working interest in licence P2478, which covers Dunrobin. See the RNS from BOIL this week, Feb 1st, for background. Could a deal for a JV/Farm in/out for P2478 be close? This would certainly put a rocket booster in the BOIL share price if a deal for Dunrobin was confirmed. Good luck, Brighty

Tonic, an excellent post. Well constructed. When Novacyt started confirming its contract wins their share price never looked back and went up in a few months from 30p approx to 1270p intraday (currently 820p). Once the ODX RNS' are communicated the same will happen here. 2 million tests to be produced by ODX per week will produce huge profits. 100p+ soon is just for starters. Good luck, Brighty

Maersk Drilling has received a conditional letter of award (“CLOA”) from Tullow Ghana Ltd. (“Tullow”) for the provision of the ultra-deepwater drillship Maersk Venturer and additional services for a development drilling campaign at the TEN and Jubilee fields offshore Ghana. The estimated value of the final contract is approx. USD 370 million. Good luck, Brighty

It is also of course conceivable that Merck, Eli Lilly or ANother global pharmaceutical company are waiting for the SRA 737 Chk1 to be returned to the CRT Pioneer Fund (CPF) ICR / Sareum rather than looking to on-licence it from Sierra. We do know from the Workman / Garrett March 2020 report that the 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). Perhaps Merck or Lilly are waiting in the wings? It is absolutely galling that this is being dragged out both from a saving lives perspective and from a commercial aspect - not least for Sareum investors - but it might be easier for a major to licence it once Sierra return it. Good luck, Brighty

We just need a contract confirmation RNS now (or TT / significant news) and the ODX share price will rocket. Lateral Flow Tests are key to identifying #COVID19.Omega Diagnostics will be producing 2m LFTs a week from April. Says it all. When Novacyt started announcing its contract wins the share price shot up. ODX is going places. 100p+ per share will just be the start for ODX investors. Good luck, Brighty

The GlaxoSmithKline CureVac deal announced today (150 million "collaboration") to jointly develop next-generation mRNA vaccines for Covid-19, is a further validation of the N4P science.

There's a lot of talk in the pharma sector about the spike protein that is found on the surface of the virus that causes Covid-19. This bodes well for N4P based on what the recent RNS' from the company have been flagging up. Good luck all N4P investors. Looks like we are are on the right track. Brighty.

Well we are due news on a number of fronts, including:

N4P’s research in to whether Nuvec® loaded with DNA encoding a SARS-CoV-2 antigen can generate COVID-19-specific antibodies in mice.

N4P’s potential for Nuvec® as an oral vaccine delivery system.

N4P’s Nuvec® data on the delivery of gene silencing cancer therapies

N4P’s 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.

N4P’s “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.

Any one of these could put a rocket in to our share price. Good luck, Brighty

Well as an LTH you will consequently be mindful of how this share has performed over the past 5 years and why BWNG is actually very likely to re-rate to 100P+ soon. The Mail on Sunday share tip a couple of weeks ago also corroborates the view of many investors that once sentiment and confidence return following the recent OO / Alliance intervention the share price is likely to improve. Forthcoming results from businesses such as Amazon will reinforce the success of online shopping as the preferred choice for consumers and this will benefit the sector and BWNG indirectly as an online company. You will also know that since the departure of Angela Spindler BWNG has got stronger and has adapted under a very experienced management team. The investors page of the N Brown plc website highlights best where the CEO and management team are taking the company. It’s an exciting 2021 for BWNG in my opinion. This was 79p a share just 3 weeks ago on 12th January. Next stop 100p! Good luck, Brighty