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Exactly Torino. That would equate to a x 50 gain. "Transformational" is probably an under-statement if this pans out.
It's worth reading the FT article (5th February 2024) about KoBold's Mingomba Project.
* The FT reports that KoBold now believe that the Mingomba Project will become one of the world's top three highgrade copper mines.
* This is very pertinent for TYM as the Mingomba Project is located approximately 2km northeast of its Konkola West Project. This is the KoBold / TYM JV project, where KoBold has committed to drilling at least two deep drill holes (for a total of at least 2,000m of drilling) commencing this month.
Not long to wait, as you say....
Good luck, Brighty
IQE is up a further 9% today at 10am to 31p a share. There's been a healthy rise over the last 6 months of 78% here. i.e. The market likes what it is hearing from IQE and its CEO. It looks as though 50p a share during 2024 is a possibility and don't forget that the last time IQE was achieving these kind of numbers the share price was over 100p....
Good luck, Brighty
Excellent post Citizen. It's also worth noting that the global psoriasis treatment market size was valued at USD 26.37 billion last year and the psoriasis market is projected to reach USD 51.48 billion by 2030. That is one heck of a market for Sareum to chase for SDC1801.
Johnson & Johnson could be one of the companies looking to acquire a psoriasis focussed smaller bio. I have mentioned before on here that J&J’s psoriasis treatment, Stelara, has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 years.
Let’s hope that SAR can close a licencing or takeover deal with Johnson & Johnson.....
Good luck, Brighty
Exactly right. Then we are off to the races with a licencing deal or a takeover once we get our SDC1801/1802 and SRA737 ducks, finally, in a row.
The recent PWC report on deal sizes in the pharma sector is very encouraging and worth flagging up. They are expecting a return of bigger deals in 2024, in the $5 billion to $15 billion size. Fantastic!
PWC state that deals will be used to:
* "fill targeted strategic gaps"
and
* “because patent expirations in the sector are on the horizon and are making drugmakers more interested in pursuing de-risked assets”.
The report says that “drugmakers are more likely to make higher-value deals in 2024 as they address growth challenges that loom later in the decade because of patent cliffs". This is clearly very good news for Sareum.
In summary the report concludes that deals totaling $225 billion to $275 billion will be struck this year in the pharma sector.....
Good luck, Brighty
Whilst all eyes are on TYM's very encouraging JV prospects in Zambia it is also worth flagging up that before the Storuman project was put on ice in 2019 by the Swedish Mining Inspectorate the TYM share price was over 2p a share. Now that the Mining Inspectorate’s decision has been annulled - see the two RNS' from September 2023 - we could hear more news on TYM's Stourman Fluorspar Project. It contains 27.7 million tonnes of fluorspar, which is the main salt used in lithium-ion batteries. This is not factored in at all here....
Good luck, Brighty
Exciting times here. TYM has got to be one of the biggest under the radar opportunities on AIM currently. In addition to its KoBold JV, on 16th October last year, the company 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:
* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, Exploration Licence 27067-HQ-LEL, is now about to be drilled by KoBold this month via its joint venture with TYM. The results could be utterly transformational for a company with a Mcap of just £2 Million.
* Other projects have been subject to "unsolicited joint venture interest from MAJOR companies" (see 16th October RNS).
* 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.
See the recent company briefings for full background but it does look as though at least one more JV is being discussed currently with a "major" company. This also excludes any good news from Sweden regarding its Fluorspar asset....
Good luck, Brighty
Exactly and whilst we are getting very close indeed to transformational share price JV news with KoBold, it's worth noting that the Swedish Mining Inspectorate was instructed to re-examine its decision last year. This could also be very big news for TYM, as you quite rightly infer, in relation to our Storuman Fluorspar project:
* On 6th September 2023 TYM confirmed that the Mining Inspectorate’s 2019 decision not to grant the exploitation concession application had been annulled.
* Our Storuman Fluorspar project contains Mineral Resources of approx 27.7 million tonnes of Fluorspar.
* "The Storuman Project once underpinned a much higher market capitalisation for the Company and whilst there is no immediate intention to allocate significant resources from other projects, the re-emergence of the Storuman Project as a potential value catalyst is timely as fluorine, sourced from fluorspar, is a component in the most common electrolyte used in lithium-ion batteries today and the use of fluorine-ion batteries is under active development." - TYM RNS 6th and 7th September 2023.
Additional background:
https://www.tertiaryminerals.com/storuman-fluorspar-project-sweden
Good luck, Brighty
Exactly, Icecool. We are talking £billions for a takeover in our sector if PWC are to be believed and let’s face it PWC should know. They have recently reported that they expect a return of larger deals, in the $5 billion to $15 billion size to "fill targeted strategic gaps".
• PWC conclude that “patent expirations in the sector are on the horizon and are making drugmakers more interested in pursuing de-risked assets”.
• The PWC report indicates that “Mergers and acquisitions are back on the rise” and that they “see the trend continuing in 2024”. The report says that “drugmakers are more likely to make higher-value deals in 2024 as they address growth challenges that loom later in the decade because of patent cliffs". This is great news for AVCT.
• The biopharma industry will continue to see healthy M&A activity in 2024, with deals totaling $225 billion to $275 billion, according to PWC. These are BIG numbers.
https://www.biospace.com/article/2024-predictions-for-biotech-m-and-as-/
https://www.fiercepharma.com/pharma/2024-forecast-ma-saw-uptick-2023-expect-trend-continue
Good luck, Brighty
It could be a licencing partnership with, for example, Janssen. They have been reviewing SNG001 from all the Universal data, as per the briefing from April last year.
If the data is as good as we hope (and expect) you can only conclude that a major pharma, such as Janssen which has been privy to the data, is going to want SNG001 in its portfolio when they know that it:
* "significantly reduces the risk of progression to severe disease and death compared to placebo by 70%"
AND
* as Tom Wilkinson said at the time: " For these higher-risk patients, there remains an urgent need for new treatment options, and this analysis suggests that SNG001 could be a potentially efficacious treatment option for them".
We also know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. That is big news in our sector, both commercially and medically. In summary, a licencing deal for SNG001 is still the most probable outcome rather than SNG going it alone. I expect a licencing announcement will happen soon....
Good luck, Brighty
Encouraging noises from IQE today with expectations for FY 2024 revenue of between £133.7m to £153.7m and adjusted EBITDA from £11.1m to £16.6m. The last time IQE was achieving these kind of numbers the share price was over 100p....
Good luck, Brighty
"Early production" and "Commercialisation" are normally buzz words that excite the market. Even if not today or this week it looks as though the ingredients are here for a significant rise in due course.....
Good luck, Brighty
Damion, they've got used to feeding off investors with raise after raise. I don't think over the past 20 years we've seen much business acumen here otherwise we would be much further forward than we are today....
Good luck, as we are clearly going to need it, Brighty
Exactly. Many on here have been waiting for this news as it is likely to be transformational for a company with a small MCAP of £2 Million ...
* "This is a very exciting and potentially transformational time for Tertiary. Drilling will test for deep copper mineralisation in the main ore shale that hosts Vedanta's Konkola Deeps deposit and the nearby Mingomba deposit where KoBold has recently announced it will develop one of the highest grade copper mines in the world." - TYM RNS 9th April, 2024 9.04am.
Good luck, Brighty
Dr Ian Gilham, Chair of Genedrive, has a track record of selling his businesses for hundreds of millions...
* £250 Million for Axis-Shield
* £300 Million for Horizon Discovery
Good luck, Brighty
The reality is that when final NICE recommendation is given on 10th July 2024 GDR can then actively pursue commercialisation in the UK with the MT-RNR1 ID Kit. This is worth up to £8.5 million each year in revenues in the UK.
This excludes EU, USA and rest of the world revenues which are much larger.....
Good luck, Brighty
Exactly and it is worth remembering that once the NHS start buying GDR'S MT-RNR1 ID Kit nationally the revenue moving forwards is very very attractive for Genedrive. For example:
* The roll out of the MT-RNR1 ID Kit across the UK is worth up to £8.5 million (EACH YEAR), based on approximately 100,000 NICU admissions with an approx customer price per test of £80+. = SIGNIFICANT Revenue TICK
* The EU market for the MT-RNR1 ID Kit is up to £46.8 million (each and every year) = HUGE Revenue TICK
* The U.S. market for the MT-RNR1 ID Kit, which we could be hearing about very soon, is worth approx £34 million each year = MASSIVE Revenue TICK
* The rest of the world market for the MT-RNR1 ID Kit equates to £13.8 million. = HEALTHY Revenue TICK
In addition to the MT-RNR1 ID hearing Kit the GDR CYP2C19 ID stroke Kit is targeting the most common type of stroke, which has an ANNUAL value to GDR of £8.5 million (based on approximately 85,000 strokes each year) = SIGNIFICANT Revenue TICK
8. That the EU market is worth to GDR £93.5 million EACH YEAR (based on the current 800,000 strokes per year) = SUPERB Revenue TICK
9. That the U.S. market is worth £67.6 million to GDR EACH YEAR (based on 700,000 strokes each year) = FANTASTIC Revenue TICK
10. That the rest of world market is worth £51.0 million EVERY YEAR to GDR. = EXCELLENT Revenue TICK
These numbers are game changing and will easily eventually support a share price in the hundreds of pence and a market cap to match.
Good luck all GDR investors, Brighty
Massive opportunity for GDR:
* Over 77 million people globally have ischaemic strokes each year
* Stroke Association estimate that there are 100,000 strokes in the UK each year
Good luck, Brighty
Exactly right BA. If they had asked us back then most LTH’s - I am sure - would have supported a cash call. We are a resilient & well researched group of shareholders….
Good luck, Brighty
Talatum, this is my exact point about researching a company. Many of us were buying Sareum shares at 0.2p / 0.3p. The share price then went from these lowly levels to above 9p before the share re-organisation . i.e. over x 30 for some people and x 25 approx for the likes of me. Some sold, some didn't. Others bought at the old 9p price and have been hugely diluted, which is awful. I'm not defending the company at all. I also believe that the Chairman should go. However, at 10p we could see a substantial rise, again, if the data is positive. The end game here is still a takeover and pre that a licencing deal for 1801 and then 1802. However, given the age of the directors M&A actvity is still the most likely outcome....
Good luck, Brighty