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Kobold Metals brings real credibility (& cash) to the table. Don't forget that a few weeks ago TYM also confirmed it was subject to further "unsolicited joint venture interest from major companies". i.e. Code for more than one JV on the table. What we do know, so far, from recent RNS' and briefings is as follows:
* Kobold is the JV partner for Konkola West. Brilliant news.
* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, is now subject to a term sheet for a joint venture and other projects have been subject to unsolicited joint venture interest from major companies. Fantastic news.
* Nearly US$10 billion of investment into new copper mine development in Zambia has been announced in recent times as a direct result of the Hitchilema government's more mining-friendly policies. This is generating a high level of interest in copper exploration in Zambia and TYM is well placed to benefit from this. i.e. Zambia is THE global hot spot for copper. Tym are in the right place. Very good news.
* Areas A1 & A2 are targets for traditional Copperbelt sediment-hosted mineralisation where known deposits in Zambia and the DRC range in size up to supergiant size (>25mt contained copper). Superb news.
See the recent company briefings for full background but it does look as though at least 2 or more JV's are being discussed. This also excludes any good news from Sweden regarding its Fluorspar asset....
Good luck, Brighty
Confirmation today that KoBold Metals is "the well-resourced mineral exploration and mining company" . Fantastic news.
* KoBold is backed by technology investors including Breakthrough Energy Ventures (initiated by Bill Gates) and Silicon Valley venture capital firm Andreessen Horowitz, as well as institutional investors such as T. Rowe Price and Canadian Pension Plan Investment Board.
Good luck, Brighty
11p a share hugely under values MTEC based on FY revenue up 37% to £40.2m, cash of £8.5m, contracted backlog growth of 44%, EBITDA of £1.5m and sales bookings up nearly 40% at £69.9m.
A reminder, MTEC's share price was over 40p in February of this year and just 2 years ago it was 140p a share. A significant share price re-rate is on the cards here.....
Good luck, Brighty
Spot on & as you quite rightly point out more news is expected soon. It really is going to be fascinating to watch the share price rise when the investment community finally realise what's going on here. i.e. Nuvec being comparable to Roche's Venetoclax and AZ's Gefitinib. In our sector that is big news and will be piquing the interest of R&D depts at big pharmaceutical companies (including AZ and Roche.)
Once the penny drops and due diligence kicks in about the market size for manufacturing viral vectors being currently worth $5.5 billion and expected to hit $12.8 billion by 2028 the N4P share price is going to start climbing.
It's a waiting game as N4P is at present anonymous on the investor radar. However, the rapidly changing nature of the vaccine & oncology treatment markets and the significant opportunity that this presents for siRNA delivery is clearly a massive opportunity for N4P.....
Good luck, Brighty
Up 41% at 1.10p so far. Maybe - just maybe - people are catching on to the mega bounce that N4P could have from here. With a tiny MCAP N4P could soar on really good news. Don't forget that Tempest Therapeutics gained 3,973% this year on positive news so there is hope for N4P. For those that aren't aware about what happened, Tempest had a similar share price collapse to N4P's which saw it fall to approx $1 US dollar before results from its liver cancer trial were unveiled. Interestingly their MCAP had fallen similarly to N4P's. It then rose from $3 million MCAP to $130 million MCAP. We just need Nigel to keep the momentum going now with a few more updates.
A reminder that in vitro studies have demonstrated that Nuvec is already comparable to two commercially available small molecule drugs, Gefitinib and Venetoclax...
Good luck, Brighty
Zambian deal activity hotting up: Jubilee Metals raises GBP13 million to fund Zambia copper operations
https://www.lse.co.uk/news/jubilee-metals-raises-gbp13-million-to-fund-zambia-copper-operations-3mk2ie9vwyzqe7j.html
We should be hearing about 1 or 2 Zambia based JV's for TYM soon, according to recent RNS'. Will it be next week.....?
Good luck, Brighty
One point for everyone to remember is that we've not had a negative outcome in any of our research / trials to date.
For example:
* The June 2019 data showed 100% regression of tumours in lung cancer
* The Workman / Garrett March 2020 report showed that SRA 737 when synthesised with gemcitabine had extremely encouraging results
* We've also had the data from the UKRI grant funded Covid-19 research project which showed that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib.....
For the above and because of the 2025-2029 patent expiry data that I recently posted (worth billions) I am keeping the faith. However, yes, I would like to see a more dynamic approach from our Chairman and CEO also.....
Good luck, Brighty
The DGI background note by StayLong today at 11.21am is the post of the day here. Well articulated. As you say a x 20 gain in due course is more than possible (at least).....
Good luck, Brighty
The JV has acquired an asset in Stoke for a total cost of £5.28 million.
·
* Lettable space of 15,489 sq.ft. over four units on an average rent of £18.87 psf, representing a net initial yield of 7.95%
* The units are leased to Costa Drive Thru, TGI Friday's, Nando's and wagamama, providing c.£408,000 of net operating income with a weighted average unexpired lease term of 11.6 years and 9.4 years including lease breaks
* 10% of the total projected net operating income will be indexed to RPI uplifts
* The site includes 239 car parking spaces within which there is scope to install a minimum of 12 ultra-fast EV chargers at no capital expenditure cost to the JV. These charging bays each have the potential to generate c.£4,000 annual income on a 20-year lease with annual RPI uplifts
* The JV is in ongoing negotiation on a number of further site acquisitions as it works to deploy the JV's equity commitment in assets that deliver sustainable returns for investors and valuable amenities to local communities.
A few more of these and the business is going to have considerable value attached to it....
Good luck, Brighty
The AGM statement today confirms: "We will provide a more comprehensive trading update in January 2024, but I am pleased to note that our revenue for H1 FY23/24 will be significantly higher than revenue for H1 FY22/23." - Chris Yates, CEO.
Good luck, Brighty
Sunak's answers at PM Questions today will be music to the ears of the Tesla Trio.
* Rishi Sunak stated that massive electric vehicle law changes would be brought in and that the UK is on track to install 300,000 EV chargers by 2030.
* Law being introduced plans to ensure that drivers have fair access to electric vehicle chargers as the UK reaches a significant milestone.
A great time to be invested in DGI....
Good luck, Brighty
Exactly right and 1p could become 10p in due course. I was in Sareum from a similar low price in the 0.30's in an ISA and it went up to over 9p. A near 3,000 increase. I sold at over 8p. i.e. These gains do happen, so I agree with you that 1p is just for starters. The same happened with with ARB and GGP also. DGI, GST AND TYM all have significant multi bag potential currently....
Good luck, Brighty
A reduction in tumour volume of 65% is worth $Billions in the pharmaceutical sector. What comes next is anyone's guess:
1. A huge Licencing deal or 2. Multi Billion takeover...
Good luck, Brighty
40% up today and 355% in the last few days. The Tesla Trio clearly have big plans for DGI. Share price wise it looks like a possible Greatland / Sareum / Argo style leap could be coming here. You only need to see what’s also happened recently at POS up 800+% in 1 month, ORCA up 450+% in one month and Tempest up 3900% in October (yes x 39: NASDAQ: TPST) to get a taster of what could happen here….
Good luck, Brighty
Good luck to us all tomorrow. Will we get more than a data update? e.g. Licencing or takeover news could follow quickly if the data is as stunning as we are hoping. A reminder that in Q3 of 2023 there were 376 takeover deals, worth a total value of $33.3 Billion. The $7.3bn takeover of Reata Pharmaceuticals by Biogen was the biggest deal in this period. i.e. It's all to play for here with AVCT. A $5 Billion takeover (x15) valuing AVCT at 2025p would be a good start to Christmas....
Good luck, Brighty
Yes, these 3 Tesla guys are planning big things here. I like this line: "build a larger business through significant complimentary acquisitions within the wider electric mobility and energy storage spaces". The ambition to build a major player is palpable....
Good luck, Brighty
This looks an excellent opportunity for MOS to become a major player in the Mexican publishing, betting and media ownership market. Lets see if the talk of creating "significant value" happens in due course. It's certainly an interesting RNS today....
Good luck, Brighty