Member Info for Brighty1

Yes, it feels a bit quiet at the moment from TXP HQ. This happened pre takeovers of my investments in Rock Rose Energy, Aldermore, LRd, QP, Game etc when radio silence was the name of the game and then out of the blue a takeover was announced. I have the same gut reaction here with TXP that Shell or ANother big player is going to make a bid. I hope not as I was keen to achieve a minimum of £2.50 - £3.00 before even considering an exit from TXP. I'm up x 5 already so can't complain but do not want to see TXP sold for several years. Good luck, Brighty

We could be in for some very exciting transformational news for N4P if things pan out with the Evotec in-vitro results, which are due shortly. This could be big news. It could be N4P next for a multi re-rate if good news is forthcoming: ODX up x 13 in 6 months, AVCT up x 15 in 6 months, HEMO up x 15 in 6 months, SNG up x 40 in 6 months, NCYT up x 75 in 6 months, PYC up x 11 in 6 months. Good luck, Brighty

Yes, news is starting to spread about how seriously undervalued our lovely BWNG share is. This was above £1.50 at the start of the year. I have no doubt that it is going back to that and much higher in the next 12 months. They are in the right place at the right time. The slides on the investor pages of the N Brown plc website are a must read for all newbies. Great management, great strategy, great online business. What is there not to like. Good luck all, Brighty

I'm with you on this Desty. I have to say that sadly PXEN (PXOG) and VAL are my two worst investments ever - not so funny is that they have the same director in common....Gerry Desler CFO of Val was also co secretary of PXOG. Both PXEN and VAL have done rinse and repeats and have left share holders with little to show for their investments. Like many PXOG and now PXEN holders my tens of thousands in VAL and PXEG have become small hundreds. I've averaged down (& down and down) and much against my better judgement have done so again today with VAL but won't be with PXEN. I've tucked the PXEN shares away in the filing cabinet just in case. A real lesson for newbie PXEN investors, be careful - this is a rinse and repeat share. You might win but from experience you tend to just get there with them and then wham bam along comes a share consolidation / recapitalisation / placing. The rest of my portfolio is looking great but VAL and PXEN have been expensive errors despite all their super promises made in numerous RNS. Dyor and watch out for the same names that crop up. I failed to take note of the warnings on these and other forums and despite several promises from Ed Dawson and Bill Smith about how under valued PXEN (PXOG)was in RNS after RNS I have little to show for my thousands invested in PXEN (& VAL). Good Luck, Brighty.

VAL along with PXEG (PXOG) are my two worst investments ever - not so funny is that they have the same director in common....Gerry Desler CFO of Val was also co secretary of PXOG. Both Val and PXEG have done rinse and repeats and have left share holders with little to show for their investments. Like Funky Gibbon my tens of thousands in VAL and PXEG have become small hundreds. I've averaged down (& down and down) and much against my better judgement have done so again today with Val. my average is now...98p! I had £30,000 invested in Val. Will I ever get it back, who knows. A lesson for newbie VAL investors, be careful - this is their 3rd rinse and repeat. You just get there with VAL and then wham bam along comes a share consolidation / recapitalisation / placing. I'm hoping that the new CEO is different and that I can at least break even at 98p (which I doubt but I've thrown some more £££ at it today)......The rest of my portfolio is looking great but VAL and PXEG have been expensive errors despite all their super promises made in numerous RNS. Good Luck, Brighty.

It's not AIM it is Sareum. Look at the other AIM listed pharmas that I have previously listed which have rocketed. They have on the whole been much more astute / savvy and far less cautious with their news. Sareum should learn from them. It's not ramping - it's how you handle the news flow and what you infer that counts. I do think Sar will deliver for us but I am hoping that TM's aspirations are not for a 4p share but a 40p+ share. If so, the comms need to improve dramatically. Good luck, Brighty.

Which is why I am invested in Sareum, Clogs. So much potential here it could be huge but Sareum do need to get their skates on otherwise other pharmas will overtake us. Good luck, Brighty.

Woodlands, if you follow Sareum like I have done for the past decade you will know that TM stated that a Covid Grant was being prepared plus SP and TM have confirmed on several occasions that discussions have been taking place. There was even an email to Elcap, shared on this forum, outlining all of this. It's not new. Also, Citizen unearthed the Lupus info ahead of the RNS and Thoth and others have been very studious with their research on this board on all the points raised. If you feel it is new news that is good but it's just a re-hash of what we already knew is my take on it. Good luck, Brighty

How infuriating. We're still in the hanger, not even at the departure gate - let alone on the runway when so many of our rivals in the pharma sector are flying to their destinations. There is nothing new in this RNS that hasn't already been unearthed on this forum. I was hoping for real news not waffle. Brighty.

Amazing results from ALTN for Q3 onwards I would suggest when you factor in $1900/oz gold price. If ALTN can deliver 60,000 oz we could be looking at a whopping $45-48million operating profit in the next 12 months. I’m calculating that we are looking at £10-$12 million revenue per quarter moving forward. Hence my 16p target for ALTN. This is really starting to look very under valued indeed. What a fantastic share to be in. Now you can start to see why M&A activity in the sector is hotting up. Good luck, Brighty

If you go back to N4P's 15th July RNS there was an interesting line in the small print which read:..."allowing Nigel Theobald, Chief Executive Officer, more time to focus on driving the Company's development programmes and potential commercial collaborations". This to me is code for "Nigel is in negotiations". With the Evotec in-vitro results due out any time now Nigel's focus on "commercial collaborations" could be very interesting for N4P share holders soon. I hope so. This is getting very interesting indeed. Good luck. Brighty

Yes, the Superdry online increase of 93% bodes well for us here and 40p's should be hit soon. I think £1.20p by January 2021 is still in play with £2.00 by next July (2021). Good luck, Brighty

I agree with you regarding your points about "a re rate has to come, drilling near term or not, current market cap £4m would be a joke holding 25% indirect of an asset worth BILLIONS. On Chuditch estimate alone if the market gave it a value of 1/2% in the ground that 25% would be worth around £38M or almost 10 bags to current MC. the potential price on a sale or JV/Farm in, is quite mouth watering, serious blue sky".

The key point here is that BOIL was x 5 the current price at 0.54 on February 7th 2020. I think that this could quite easily go back up to 0.54 very quickly AND 0.54 was pre the fund raising and agreement. I would say 0.5 to start with an then watch this space as per your points. This really could be a hidden gem. Good luck, Brighty

The forthcoming Evotec in-vitro results, which started in early June for ten weeks, are due anytime now. This could be very significant indeed. A reminder that the rises we have seen with other pharma stocks have been mouth watering, see below, so hopefully the same will be the case for N4P:
ODX 7p to 91p in 6 months
AVCT 14p – 215p in 6 months
YGEN 7p- 24p in 6 months
HEMO 1p to 15p in 6 months
SNG 6p to 240p in 6 months
NCYT 7p to 527p in 6 months
PYC 1.5p to 10.5p in 6 months
Not long to wait now. Good luck, Brighty.

The forthcoming Evotec in-vitro results, which started in early June for ten weeks, are due anytime now. This could be very significant indeed. A reminder that the rises we have seen with other pharma stocks have been mouth watering, see below, so hopefully the same will be the case for N4P:
ODX 7p to 91p in 6 months
AVCT 14p – 215p in 6 months
YGEN 7p- 24p in 6 months
HEMO 1p to 15p in 6 months
SNG 6p to 240p in 6 months
NCYT 7p to 527p in 6 months
PYC 1.5p to 10.5p in 6 months
Not long to wait now. Good luck, Brighty.

I bought SNG for 29p and I am still holding. The anticipation is nearly over in readiness for our next big RNS which is due out soon. If the inhaler continues to prove that it can stop the rapid deterioration phase of the Covid disease in the next set of results, especially those in patients experiencing really poor breathing difficulties, this will be take over / licencing time. The dash to buy SNG will be just as huge as last time and will drive the SNG share price to significant new heights. Can you imagine if it is RNS’d that the SNG nebulizer really does give THE ultimate boost to the immune system in fighting off Covid? The share price will simply rocket and AZ or ANother will be getting their cheque books out. Fingers crossed everyone for a bidding war. Not long to wait now for the next set of data. My prediction, by the way, is that the next aim listed pharma to replicate SNG's meteoric rise will be Sareum. There is a lot of well informed information on the LSE forum about what is about to happen with Sar too. Anyway, good luck all SNG investors. We are not far off our next big piece of news, Brighty

I'm in TXP (Bought at 15p now 76.9p today and holding until £2.50, which I expect within 24 months. 100p by year end) and hoping that the new CERP/BPC merged business can replicate TXP's success. We just need the Q4 drill for BPC to pan out and this is TXP all over again. Good luck, Brighty.

76.90 hit today. 52 week / all time high. Next stop this week 80p. Just need the next news to drop now for 100p+ and that's just for starters. Good luck, Brighty

Good news for BWNG in the small print of Superdry's results showing online up over a whopping 93%. That has to be good news for N BROWN. Bring on the next set of BWNG results! Good luck, Brighty

Got a lot of flack for suggesting a share price of £1.20p by January 2021 after the recent results but I still think that this is possible as we are way under valued. e.g. Bwng has a pe of 2 whilst Asos' is north of 130. We have a great management team in place & I recommend investors to take a look at the investors page of the N Brown plc website. The slides are very impressive about where the CEO and management team are taking the company. I think 1.20p by January 2021 is still in play with £2.00 by next July (2021). Good luck, Brighty