Member Info for Brighty1

Exactly, MTEC is already up 100%+ for me. I've been saying for many months this has huge potential to multibag and it's starting to happen at last. With EBITDA increasing by 56% & sales bookings of more than £27.0m already in FY25 the share price re-rate could be quite dramatic. i.e. MTEC was just 9p earlier this year and achieved 37p a share 18 months ago and 140p in 2021....

Good luck, Brighty

Excellent Cummins Pareta Collaboration RNS today.

* "volume production is anticipated by the Company to be substantial".

Here we go....

Good luck, Brighty

Exactly and people are clearly forgetting that J.P. Morgan Cazenove and Morgan Stanley were acting on behalf of Wood during the Sidara DD period. These guys would not be anywhere near the sale process / DD if there was any concern about WOOD. Give it a few days and the detractors will be on to their next opportunity.....

Good luck, Brighty

Exactly, I bought in on the drop last week and holding for 150p+. I think it will happen. Still in PYC but have had more success with MOS, ROAD, POS AND HE1 this year rather than the pharmas. Still keen on SAR, AVCT & GDR in that space and QBT and GST look to be revving up for a good 2025. WOOD is a strong business. I've been in and out of this share for 3 years and always made a good return. I expect more of the same after last week's share price fiasco. I hear that the CEO, Ken Gilmartin, has mailed all staff today. He's clearly on a mission to prove the doubters wrong having read what he has had to say....

Good luck, Brighty

Exactly and don't forget that J.P. Morgan Cazenove and Morgan Stanley no less were acting on behalf of Wood during the Sidara DD period. These guys would not be anywhere near the sale process / DD if there was any concern about WOOD. The latest published numbers back in the autumn were very robust so I'm not surprised that there's been constant buying all week as at this price WOOD is a bargain...

Good luck, Brighty

Exactly with a growing order book of $6.2 billion & EBITDA up 8.5% at $219 million someone is hoping to snap this up for a bargain.....

Good luck, Brighty

Exactly, that's a cracking update re Energy Storage. "The Company is now in discussions with a number of overseas investment bodies regarding significant potential project funding to accelerate scale-up workstreams".....

Good luck, Brighty

Exactly Dickie T. 98.9 BCF of helium would be over $50 Billion. This could literally be huge for all invested as well as a critical lifeline in the global shortage and rising demand for helium.....

Good luck, Brighty

Exactly, Bitso is one of the leading crypto players in Latin America. This is great news for the MCSB & as MOS says today "another important milestone"....

Good luck, Brighty

Whilst Christian Eidem is capturing most of the attention on here today, alongside CEO Peter Bardenfleth-Hansen, the third man in our Tesla Trio needs a shout out. He's Jochen Rudat and he played a pivotal role in Tesla’s expansion into China. This is brilliant news. It is particulary important in relation to the CNIPA patent, which covers Pareta's intellectual property rights in China. The OK from CNIPA is a crucial and important milestone for DGI. It allows the very man who pioneered Tesla's success in China to do the same for DGI. It's all well and good have the patent but you need a top sales guy to unlock the market. This is Jochen Rudat's speciality.

It's worth noting too that Jochen Rudat spent 10 years working under Elon Musk at Tesla and launched the Models S, 3, X and Roadster in Europe. Prior to handling the expansion of Tesla in China he built a sales and marketing force in Europe that put Tesla on the map.....

Good luck, Brighty

Exactly Staylong, these guys are very well connected. It's also worth pointing out that DGI is SO much more than just EV road vehicles.

* For example, DGI are tapping in to marine vessels too.

* Hundreds of such vessels are expected to be commissioned in the UK to service wind farms and other offshore installations. Globally, this number is going to be huge. i.e. The clamour for zero emission marine vessels world wide is going to grow exponentially.

* DGI has grant funding for the use of Pareta in marine operations. This is alongside a partner providing a hydrogen fuel cell power system.

* This project has now delivered a fully costed design for an integrated fuel cell and power-train system using the Company's technology.

* With no gearbox involved the driveline is much more efficient and reliable compared to the current diesel engine / gearbox system. Plus it has zero emissions.

* The system design was overseen and guided by Lloyd's Register's risk-based design guidelines.

* DGI now has "Approval in Principle" from Lloyd's Register for Pareta to be fitted to marine vessels.

* The system is designed to deliver zero-emission power to a ship saving approximately 1700kg of CO2 equivalent per hour at 3MW as compared to diesel powered vessels.

* The primary near term potential market for a circa 3MW system is expected to be power for workboats and crew transfer vessels servicing offshore installations.

* DGI is expecting to receive further grant funding, which will lead towards a full demonstration vessel project.

In summary, the marine sector is another huge global opportunity for DGI to exploit....

Good luck, Brighty

Exactly. The sign off has to happen first and then we will get official news. Exciting times for GDR......

Good luck, Brighty

Exactly. Don't forget the average upfront payment for P2 over the last 12 months was £300 million+. Our share price will soar if we get a P2 deal like this. Lets hope after 22 years in 2025 we get a rewarding P2 deal and a positive SRA737 deal....

Good luck, Brighty

Meanwhile in the real world, a small ambitious company, launched in 2021, called Ariceum Therapeutics are all over the news today:

* A new radioactive therapy has shrunk a man's deadly brain tumour by half, in what experts hope could be a breakthrough cancer treatment - SKY News

The treatment / company

https://ariceum-therapeutics.com/wp-content/uploads/2024/04/2040406_NMN_Poster_Final.pdf

The story

https://news.sky.com/story/new-cancer-treatment-trial-shrinks-luton-mans-brain-tumour-by-half-after-just-weeks-of-radioactive-injections-13243498

Ariceum Therapeutics launched 3 years ago. Sareum launched 21 years ago in 2003 and 14 years as an investor in the company I'm still waiting for Sareum to do something similar with its science. As someone said the other day on here about the results will it be groundhog day again today? Looks like it....

Good luck, Brighty

Brilliant news today from ROAD:

* ROAD is pleased to announce that Roadside Retail Limited, its joint venture with Meadow Real Estate Fund VI LP, ("Meadow Partners") set up to acquire and develop UK-based roadside real estate assets, (the "JV") has signed an agreement with Lidl Great Britain Limited, ("Lidl" and the "Lidl Agreement") to acquire 12 stores (the "Lidl Portfolio") for total consideration of £70 million.

* Lidl has previously acquired the relevant land, secured planning permission and construction is underway. Completion of the stores is anticipated to range from late October 2024 through to February 2025. Following an initial commitment of £30 million in respect of the land value of the 12 sites, under the Lidl Agreement, upon completion of construction, Lidl will sell, to the JV, and leaseback each of the 12 new stores. The new stores will be on 25-year leases with annual indexation with a fixed rent commencement date of 1 March 2025.

* The 12 stores, all between 20,000 and 25,000 square feet are evenly spread across the UK and will add to Lidl's existing 960+ store estate, as it continues to be the fastest growing supermarket in the UK.

3p to 27p so far this year. 40p looks on the cards soon....

Good luck, Brighty

Fantastic: Copper-Zinc Mineralisation discovered at Mushima North

Further to its announcement of 16 October 2024, the Company is pleased to advise that drilling on its Mushima North Copper Project in Zambia has intersected widespread copper and zinc mineralisation with multiple holes ending in mineralisation.

Check out the full RNS today. Things looking more and more promising for TYM investors.....

Good luck, Brighty

Exactly but what is also required from Sareum is an aspirational and commercial approach to its messaging. i.e rather than tucking away in the last line of an RNS that they are targeting a market exceeding US$30 billion and 60 million patients worldwide - as they did a couple of weeks ago - they need this to be the headline and in the main body of the briefing. Too much of the excellent news over the years has been underplayed or poorly communicated. e.g. when they did deviate from their "silence is golden" approach and came out swinging in 2021 with the UKRI trial results (when the very same drug candidate SDC1801 had demonstrated a profile that was superior to dexamethasone and similar to baricitinib) the market and investors lapped it up. Both the share price and Sareum's reputation rose as a result in the months preceding and post the UKRI data. In summary, after 21 years of hiding Sareum need to move up a gear now and learn to sell its science proactively....

Good luck, Brighty

My main point Luton is that 2025 will herald 22 years in business for Sareum and in our industry the discovery and preclinical stages take an average of six years. * Data from the highly respected Boston Consulting Group.

I've been here for 14 of those years and like some on here have made good money by selling at the top but have kept some Sareum shares too. I'm - as most on here will know - highly optimistic about the end game of a licencing deal or takeover but I'm also a realist. 21 years is a long time in our sector to only just reach the clinic.

The Boston Consulting Group (BCG) paper, dated Feb 2022, reported that an examination of the research pipelines of pharmaceutical companies between 2010 and 2021, using publicly available data, determined that the average time scale for discovery and preclinical stages was within six years and achieving P1-P3 clinical trials was within a decade. This is also supported by the PhRMA, which concluded in its report that to develop one new medicine from initial discovery through to regulatory approval takes 10 years and sometimes up to 15 years.

There's an interesting read for those interested in this at:

https://pharmaoffer.com/blog/how-long-does-it-take-to-bring-new-medicines-to-the-market/#:~:text=On%20average%2C%20it%20takes%20about,initial%20discovery%20to%20the%20market

This is probably a good question to ask Tim Mitchell (who I note is hosting the Investor Meet next week) with a polite prompt about what the dickens has been going on for the last 21 years ....

Good luck, Brighty

Oh Come on Luton, we've all been here a very long time. Ofcourse it matters; I am not a charity and neither are many on here I would suggest! This company launched over 20 years ago. The norm is 10 years to bring a product to P2/P3, let alone P1. 20 years on (and 14 for me) is getting exasperating. We should be much further forward.....

Good luck, Brighty

Exactly. I think you could be looking at a GDR share price in the hundreds of pence in due course. The guidance from GDR is that the MT-RNR1 kit could be bringing in £103 Million per year and the CYP2C19 ID Kit could be bringing in revenues of £220 million per year. These are big numbers. Once there's a healthy sales revenue rolling in each year that will be the game changer many have been predicting for the share price with a serious MCAP to match. For the time being it will be incremental steps from 3p to 6p to 20p to 40p etc. i.e. If you are prepared to wait you are likely to be handsomely rewarded....

Good luck, Brighty