Member Info for Brighty1

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

Exactly. SNG went from 36p to 210p in a few days.....

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

None of us get it right all of the time. However, if the timing works out the gains cane be superb.

* I was in Greatland, which went for me from just over 2p to over 28p. I bailed before the eventual 35p+ price. Sareum went from .3 to over 8p for me and took a decade but the x25+ gain was well worth the wait in my ISA and SIPP tax wrappers. I also experienced the meteoric rises in Argo, Novacyt and Synairgen. It is not ramping to say that these kind of "parabolic" gains occur. It's a fact. Two of my shares in the last year have gone up x 10+. UPL from .5 to 8p and POS 2p to 30p. It's about timing, research and getting to grips with the investment cycle of a particular company.

* In summary, there are some shocking posters on here - both rampers and derampers - but there are some very good posters on here who do their DD and research from RNS', briefings, the scientific / pertinent trade press and competitor analysis. It is a fact that in our sector Sareum at 10p is right back where it was a few years ago but that this time the science is far more advanced. i.e. an indication that SAR could have another significant rise if the data is positive. The caveat being "IF".

* The next small caps that look to have similar potential include GST, DGI, HEMO, ROAD, HE1, AVCT, WEB and SOU. Some of these, like SAR, have had big rises before and are back where the started but if you understand the particular business and its investment cycle and then time your purchase at the right time you stand a good chance of making a healthy gain.

* It takes time, patience and nerves of steel but well worth the gains when they happen in your ISA or SIPP.

* The best advice I was given was "Buy and ignore the daily fluctuations". Set yourself a target of, say, 18 months and see where SAR is then.....

Good luck, Brighty

The share price is back to where we were 3 years ago but the science is further forward. Some of us have made good gains on Sareum from these levels. For me it was a near x25 in my ISA and SIPP. It’s about timing. If you still believe in the science then it is highly probable that this will multiply many times from the current and quite appalling 10p level. If the data for SRA737 and SDC1801/1802 turns out to be as good as some of us think then there is still going to be good money to be made here again. It’s whether investors now have faith in TM, SP and JR to deliver. That is an enormous conundrum.....

Good luck, Brighty.

DGI is also hinting that there could be news of an investment from a third party soon. That could be very significant, especially if it is from their black book of HNWI business acquaintances. e.g. Elon Musk or the Murdochs etc

Here's the line..."The parties are focused on concluding definitive documentation for the JV, together with any foreign direct investment "....

Other key messaging: "I am delighted that we have entered into this MoU with EVage. EVage are a leading Indian electric vehicle manufacturer and are the perfect partner for DG Innovate to establish a large-scale manufacturing operation for our Pareta® e-drives at an expected modest cost. The proposed JV does not conflict with any of our existing collaborations and trading relationships, but is intended to provide an ideal quick route to market at scale for our technology.

"We are all focussed on concluding the JV arrangements as soon as possible and I look forward to providing further updates in due course." Peter Bardenfleth-Hansen, CEO of DG Innovate.

* Under the MoU the parties intend, subject to agreeing and entering into definitive documentation, to establish a new joint venture company (the "JV") in India.

* It is intended that the JV will manufacture a range of DG Innovate's Pareta® e-drives from a site in Chandigarh, Punjab, India, for supply to both EVage and third-party Indian customers, together with other international customers in due course.

* DG Innovate expects to benefit from both its economic interest in the JV and from licence fees from each Pareta® unit sold, including those to EVage.

* Additionally, EVage expect to source all of their electric vehicle drive requirements from the JV as soon as they are available.

* The parties are focused on concluding definitive documentation for the JV, together with any foreign direct investment and other regulatory approvals required in India, as soon as possible, with the parties targeting the start of manufacturing by the JV within the next 12 months.

* Further announcements will be made as appropriate.....

Good luck, Brighty

Exactly, "Profitable on a monthly basis" is what caught my eye. MOS is a very hard one to read as on the face of it there is huge promise but the BOD have diluted both the share price and confidence with some of their decisions to date. Still sounds an interesting business model if they get it right, which is why I'm still invested...

Good luck, Brighty

Exactly. More positive news today. All building nicely at ABDX, albeit slowly....

* Four sexually transmitted disease lateral flow self-tests complete design freeze.

* Exclusive global manufacturing plus UK and European distribution rights via strategic partnership with USA-based Find Out From Home LLC.

Good luck, Brighty