Member Info for Brighty1

The key sentence in the results from Next for me was: tucked away in the online section "From the end of May, sales were significantly better than the pre-COVID period, even once our stores had reopened". i.e. online sales better than even pre Covid. That is very very encouraging for BWNG. Good luck, Brighty

Follow the money is always good advice. A lot of buying going on here. The drill area has huge potential. Another holding of mine, TXP (12p to 73p in less than 12 months), has been hugely successful near by with a huge find (with more to come). I've said it before on the CERP site following the BPC/CERP merger announcement but the BPC share price could replicate the gains of the TXP share price if we are successful with our forthcoming drill. Good luck, Brighty

Krone, "There is only one thing in life worse than being talked about and that is not being talked about". Oscar Wilde. i.e. Companies that are proactive with their PR tend to be the winners. Good luck, Brighty

Glad to see that the squabbling and one-upmanship has ceased. None of us – including our board of directors - have been accurate to date re time scales. Many people here have been posting for several years that a deal was close etc. It is therefore understandable that investors have concerns / frustrations about the commercial abilities of our company. However, as we are due a raft of ‘real’ news in the next quarter we should all be happy shareholders soon. As long as this anticipated information actually occurs and is managed proactively our sub 1 penny status will be a thing of the past. Good luck, Brighty

TEK was 20p in April following expected news so a real re-rate could start with this RNS. So much potential here. This is a 5 year investment which will see many multiples of the current share price. Good luck, Brighty

TOM was 8+p a year ago with an aspiration to develop a plant. Back then they had hardly any cash. That’s all different now - Tom is in a much stronger financial position following their raise and is a much less risky business today at this price than it was at 8p just 1 year ago. You also need to factor in that TOM has a 100% investment in 9 shale leases, of over 15,488 acres in Utah. Now, when you consider that 10,000 bopd compares to approx $430,000 a day they could be generating returns equal to the entire current mcap of TOM every 9-10 days. Proactive Investors ran an excellent research article on this recently. This is why at some stage TOM will be back in the 8-10p range in the next few months. When it happens that is a x 10 multi bag from today. Good luck, Brighty.

https://www.proactiveinvestors.co.uk/companies/news/922129/tomco-energy-analyst-highlights-attractive-economics-of-a-new-oil-sands-separation-technology-922129.html

Oh come on! Long term investors in Sareum are absolutely aware that every timeline alluded to by the company plus those made by numerous esteemed contributors on this forum over countless years have all been regrettably missed. It’s time to stop the bickering and one-upmanship. None of us – including the bod - have been correct to date re time scales. Sareum’s ability to translate best in class science in to commercial success should be our main focus. It’s the company you should be venting your frustrations at not at each other. I invest to make money. I’m expecting a substantial gain from my holding in Sareum and I am expecting the bod to deliver on their inferences made in numerous RNS briefings over the last decade. Good luck, Brighty

This was RNS'd on June 29th in the AGM statement by the Chairman, so we knew about:
* the seismic data issue in Timor,
* the 30th Sept Dunrobin news (which was flagged up / could be extended until 31st Dec)
* the Peru drill would be 2021
This is a regulatory event that they have to communicate as part of their results. If you have researched this company you will be aware of everything that has been "re-announced" today. i.e. it's old news. Good luck, Brighty.

This was all revealed on June 29th, including the fact that there were delays re the data for Timor, in the AGM statement made by the Chairman. i.e. no major issue - unless you are wanting to find a negative. The AGM statement of 29/6/2020 also confirms what has been said today re Dunrobin. I suggest a glance at the 29th June AGM release would help if you believe in the investment case here. Good luck, Brighty

September is going to be our month. I keep on saying it. Bring on 100p soon. Good luck, Brighty

Happy to answer that. The Operational Highlights confirm all that we need to know about the prospects of the business over the next 12-18 months. i.e. Wireless return to growth / Over 50% year-on-year growth in H1 FY20 /
Strength in wafers for Power Amplifiers driven by 5G handset demand /Significant growth in GaN on SiC wafers for antenna elements deployed in 5G infrastructure roll-outs.
Photonics Over 20% year-on-year growth in H1 FY20 / Continued growth in existing major supply chain for 3D sensing driven by content gain / Strong demand for lasers for communications and industrial applications, and IR sensors for aerospace and military applications
OK we did not hit the 70's on results day but the tech sector is the one to be in (along with pharma) so once these figures are digested I forecast that the share price will move north as predicted providing a 12 month share price high of 75p+ and then an all time high of over 170p in the next 12months. The numbers are looking much better at IQE and this should translate favourably in to the share price rising nicely. Good luck, Brighty

20 Million Buy. Yes, there really are some very big late reported Buys going through at the moment. Here's the latest:
07-Sep-20 10:33:56 0.136 20,000,000 Buy* 0.11 0.125 27.20k
Something is clearly brewing here. Follow the money. Good luck, Brighty

I’m not overly apprehensive about the current static 70p share price. Cascadura and Coho cover it / factored in. The real potential is Royston & Chinook plus future discoveries. I’m expecting to see the share price double soon and then move up to the £2.50 range based on the anticipated success of Royston and Chinook. 4 weeks and counting…..Good luck, Brighty

Every new CEO does a kitchen sink job when they arrive. No different here. When this is x 5 the current mcap / share price in 12-18 months the new ceo will be hailed as a hero. No worries for me. TLW actually looks better than many of the forecasts on here. Perhaps the shorters are out in force again. Wait until the oil price is higher and it will be a different story. Good luck, Brighty

Gross profit up 76.6%
S4C's share price has already more than doubled since I bought it and I'm expecting 500p within the next 12 months. Highlights today are:
¤ Revenue £141.3 million, up 60.7% reported, up 6.9% like-for-like, up 7.8% pro-forma.
¤ Gross profit £124.0 million, up 76.6% reported, up 12.2% like-for-like, up 13.2% pro-forma.
Keep it going Sir Martin. Brilliant set of numbers today. Good luck, Brighty

Fantastic summary from CEO. "Synairgen is in discussions with a number of regulatory agencies worldwide to establish the regulatory route to the approval of SNG001 as a treatment for COVID-19. We are also working closely with the Company's manufacturing partners on scale-up activity and will provide a further update on these matters in due course. COPD exacerbations are the second most common cause of unplanned hospitalisation in England, behind cardiovascular disease. These interim data from our first trial of SNG001 in COPD show that SNG001 could be a valuable novel therapeutic for exacerbating COPD patients. Overall, SNG001 has now been shown to raise the body's natural viral defences when challenged by a wide variety of respiratory viruses, indicating that it could be an important treatment in the coming virus season, where there may be coinfection with influenza and other viruses alongside COVID-19.Been here since 29p. SNG just gets better and better. Good luck, Brighty

Yes! A record first half revenue performance with Wireless return to growth
Over 50% year-on-year growth in H1 FY20 and Photonics
Over 20% year-on-year growth in H1 FY20

Revenue of £89.9m (HY 2019: £66.7m) representing 35% year-on-year growth and a record first half revenue performance for the Group, including an FX tailwind of £2.5m
Adjusted operating profit of £4.3m (HY 2019: loss £1.9m) representing a return to profitability driven by additional volume against the Group’s high operational gearing
Adjusted cash inflow from operations of £16.2m (H1 2019: £6.7m) representing c.100% Adj EBITDA conversion
Strong liquidity with a net debt of £7.4m, which has reduced by almost £9m since year end FY19 as a result of the strong operating cash generation and lower levels of capital investment
Reported operating loss of £5.0m primarily as a result of the non-cash write down of certain development intangibles, patents and recognition of an onerous contract provision, related to cREO technologies
Operational Highlights
Wireless return to growth
Over 50% year-on-year growth in H1 FY20
Strength in wafers for Power Amplifiers driven by 5G handset demand
Significant growth in GaN on SiC wafers for antenna elements deployed in 5G infrastructure roll-outs
Photonics update
Over 20% year-on-year growth in H1 FY20
Continued growth in existing major supply chain for 3D sensing driven by content gain
Strong demand for lasers for communications and industrial applications, and IR sensors for aerospace and military applications
Fingers crossed that we now have a 12 month share price high of 75p+ and then an all time high of over 170p in the next 12months. Good luck, Brighty

September was always going to be THE month when things started to motor here. Agree though that it should really be RNS'd. Sareum have been having the same issues with RNSable data coming out on the chat boards first too. Bit frustrating ... but good news for us here is that ODX has £2 written all over it soon (& that's just for starters!) Good luck, Brighty

And whilst you lot squabble.... in the real world ODX has just leapt from 55p to 65p in 5 minutes! Aim Pharma stocks SNG, ODX, AVCT, HEMO, NCYT, PYC, YGEN, N4P .....one day soon hopefully it will be SAR doing the same. Good luck, Brighty

Late reported buys just gone through from earlier. £11.627k buy, £15,060k buy and £10,200k buy. Getting more and more interesting. See below.
Sep 7 2020, 10:33 0.136 7,500,000 0.13 0.14 Buy £10,200.00 O
Sep 7 2020, 09:10 0.1506 10,000,000 0.13 0.14 Buy £15,060.00 O
Sep 7 2020, 08:44 0.1431 8,125,243 0.13 0.15 Buy £11,627.222733 O
Follow the money. dyor and Good luck, Brighty.