Member Info for Brighty1

Amazon is about to report on its latest earnings tonight (US time). This news will almost certainly be very good, which will have a positive impact on online businesses. BWNG's share price should benefit as investor sentiment / focus continues to shift from the high street to online. Good luck all BWNG investors, Brighty

This was 107p intraday on October 9th based on hope and much less concrete news. Now we are starting to see the true potential of what ODX is about, so I can't see why this price will not be achieved again shortly. Just look at the potential revenues here. Once NCYT was able to talk up contracts the investor community reacted accordingly. The same will happen with ODX & probably very soon. 107p will just be the start. Good luck, Brighty

The £265 million Asos acquisition announced today highlights the M&A appetite in our sector. Our current Mcap is just £290 million. i.e. BWNG is very under valued as the ASOS deal today highlights. Many on here have been pointing this out for quite a while. Onwards and upwards. Next stop £1 per share. Good luck, Brighty

The potential of Sareum's SDC-1801 TYK2/JAK1 in the fight against Covid-19 will be of particular interest to the delegates attending the LSX World Congress. It is another fantastic commercial opportunity for Tim to showcase our pipeline of drug development candidates in front of key opinion formers and deal makers. LSX is for companies developing therapeutics, from drug discovery, pre-clinical & clinical phases. The LSX website lists the following areas that will be in high demand at the event. See below. Sareum can certainly tick many of these boxes. Good luck, Brighty

Bone / Osteoporosis
Cardiovascular
CNS
Dermatology
Diabetes
Endocrinology
ENT
Fertility
Gastroenterology
Haematology
Immunology
Infectious Disease
Inflammation
Longevity / Anti-Aging / Geroscience
Metabolic Diseases
Nephrology
Neurology
Oncology
Ophthalmology
Pulmonology
Respiratory
Rheumatology
Stem Cells / Regenerative Medicine
Urology
Vaccines

Another smart deal by Martin Sorrell and the team. I especially like the Asia growth potential: "We are delighted to welcome the Datalicious staff and clients to S4Capital and further expand our Data and Digital Media practice in the crucial Asia Pacific region. Asia Pacific is currently our fastest growing region, but only 10% of our revenue. We aim to make it 40%." S4Capital Executive Chairman Sir Martin Sorrell. He's replicating the growth and success he achieved at WPP at warp speed with S4Capital. Fantastic. Good luck, Brighty

Brilliant. This paragraph says all we need to know: Dr. Clifford M. Gross, Tekcapital CEO, commented, "Tekcapital's portfolio of companies are rapidly building a presence in the U.S. and as such we are delighted to be joining the OTCQB Market, with a view towards increasing our visibility to the investment community and broadening our shareholder base." £1 per share by the close of 2021 I reckon. Good luck, Brighty

Some very interesting comments about a 200p valuation / takeover price for Just Group in Investors Chronicle. CFO Andy Parsons is reportedly quoted as 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.”

IC's article is spot on as it points out that "when Just presents its full-year results on 11 March, the tangible net asset value looks set to at least match the 204p a share recorded at the end of June, itself a 23p increase on the end of 2019. And yet the share price is almost two-thirds less than that figure".

I believe a share price of 100p in March following the results is a real possibility. 200p is where this should be by the end of this year.

Check out the article at https://www.investorschronicle.co.uk/ideas/2021/01/28/just-group-unjust-rating/

Good luck, Brighty

Quite right. This is commercially very interesting as N4P has been talking up its work on Nuvec® as a solution to the challenges faced in the delivery of vaccines orally.

In its 5th November "Operational Update" N4P stated via RNS an update would be forthcoming by the end of this year (2020) on this topic, so we are due news (quote from RNS: “the company expects to have some data following the results of planned studies as to its viability towards the end of this year”).

Bingham is obviously close to Government thinking and led the vaccine prog until earlier this month. Watch this space. Good luck, Brighty

Yes, the oil discovery at the Sea Lion Exploration Well in May 2010 saw the share price go from approx 50p to 300p+ in 3 weeks and then on to 450p intraday from memory. You are right about the drop in the RKH share price prior to the big news. About 75p to mid 40's and then boom. News is just days away now for BPC.......Good luck, Brighty

As we have seen this year with Novacyt (revenue up x 20 to 311.6 million from 13.1 million) once forecast revenue is taken in to account by the market the share price responds correspondingly. This is what we are just waiting for here. Then the ODX share price will start to move above £1 per share and probably considerably higher during 2021. 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". If you look at NCYT’s RNS today you will note that their gross margin for the year was above 80%. It is going to be similar here judging by what Colin King said in the presentation a couple of months ago. Rome wasn't built in a day and for the patient investor ODX is going to be a cash cow. Lots of news inbound in 2021 & probably soon after 15th Feb, in my opinion - so not long to wait. Good luck, Brighty

Exactly and If Kymab can be sold for 1.45 billion to Sanofi then what price tag do we put on Synairgen? The Numis £9.90 per share valuation springs to mind at the very least. The pharma sector now knows from the trials that SNG001 is the real deal as it boosts lung defences. It has been widely acknowledged that patients who had SNG001 were more than twice as likely to recover & there were no deaths in the group taking the SNG drug. In the commercial world this = Takeover or Licencing. The Kymab deal has highlighted the mega bucks, yet again, that Synairgen is worth. Good luck, Brighty

The recent results highlighted an exciting future for BWNG as it evolves in to a more diverse online business. i.e. 42% of product revenue is from non clothes now, compared to 32% in the same period last year. Plus, strong demand for computing up 115%, gaming up 50% and white goods up 48%. This is becoming a very well run and versatile online retailer. Next stop 100p+. Good luck, Brighty

A reminder of just some of the updates expected from N4P:

Collaboration opportunity 1.
N4P’s research in to whether Nuvec® loaded with DNA encoding a SARS-CoV-2 antigen can generate COVID-19-specific antibodies in mice.

Collaboration opportunity 2.
N4P’s potential for Nuvec® as an oral vaccine delivery system.

Collaboration opportunity 3.
N4P’s Nuvec® data on the delivery of gene silencing cancer therapies

Collaboration opportunity 4.
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.

Collaboration opportunity 5.
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.

Collaboration opportunity 6.
Evotec update.

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

Some of you will recall that at the Interim results in November ODX confirmed that it had established its technology transfer team and that it was looking forward to updating investors in the New Year on how the technology transfer and CE Mark was going. i.e. so that ODX can sell the Rapid Test under Omega's VISITECT ® brand. We have a raft of news in bound, including an update on this. Good luck, Brighty

Up 13% in the last 60 minutes. If this went up x 10 we would still only have a MCAP of £32 Million. I have 4p a share as my 2021 TYM target. Good luck, Brighty

Over reaction. Simple as that. ODX will be back in the 80p+ range soon. Just look at SNG today. Dropped to 157p now up over 10% to 175p. ODX tends to rise quickly as well (& without news). Good luck, Brighty

Global orders are what I'm interested in for ODX. Remember that on on 29 December Abingdon and Omega stated that “whilst the DHSC continues to have first refusal for supplies of the AbC-19 Rapid Test through a Supply of Goods Contract that extends to 14 February 2021, the UK-RTC is liaising with customers and regulatory authorities across a total of 27 international territories, to allow future use of the product outside of the UK.” i.e. Big contracts globally (27 international territories) after Feb 14th will soon be up for grabs for ODX. Good luck, Brighty

Yes, just topped up today also. I believe this will be £2 soon pre our move to £2.50 in the next few months. The 'persistent seller' has been disposing of 10,000 shares at a time yesterday and today. Good luck, Brighty

Yes, looks like we are in a comparable sequence to October and November as we await news. We had the 110p to 99p drop in Oct you will recall before climbing back to 118p. We then slipped at the end of Nov from 116 to 108p prior to climbing significantly for several weeks up to 173p after the Cascadura Deep1 drilling results. I’m expecting a similar small October and November style %age drop before we push to £2+ and then up to the £2.50p range between now and July. Good luck, Brighty

In simplistic terms over the last 9 months since April the BWNG share price appears to have had a 10-15% rise every 30 days, followed by a breather / mini dip and then 30 days later a re-rate to a new high. I'm watching to see if this trend continues in 2021. If so we are on target to achieve 100p+ in the next few months (which is what I expect). I think 150p+ this year with a dividend is likely. Good luck, Brighty