Member Info for Brighty1

Agreed. We LTH's can see the bigger picture and have no need to day trade HEMO. Here's a few compelling reasons to focus on whilst we wait for the next piece of HEMO news:

* In Q2 2023 in the pharma sector there were 479 M&A deals announced, worth a total value of $51 Billion (according to GlobalData's Deals Database). Yes, worth over $50 BILLION !

* The $10.8 Billion acquisition of Prometheus Biosciences by Merck was the industry's largest disclosed deal in Q2.

* Those that have done their DD know that big pharma will pay big bucks for smaller companies with innovative new drugs in our space.

* There are also plenty of licencing examples in our sector during 2023 that I have already posted, ranging from £10million to over £100 million. This is what Prevail will initially be working on with Vlad and the Hemo team.

* However, when you look at the recent takeover deals things get even more exciting. e.g. The Astellas buy out a couple of months ago of Iveric Bio for $5.9bn was preceded a few weeks before that by GSK's £1.6Billion takeover of Bellus. These and other billion pound deals (see previous posts on deal sizes) for bio minnows, just like HEMO, are becoming the norm in our sector....

Good luck, Brighty

Yos3 is correct. I was in that Greatland rise too, which for me was from just over 2p to over 28p and it did get to over 35p at one stage. Sareum went from .3 to over 8p for me. These kind of "parabolic" gains do happen. Tym's assets in Zambia and Sweden could provide a similar share price gain with JV deals. It takes time, patience and nerves of steel but well worth the gains when they happen....

Good luck, Brighty

Exactly. I'm expecting a Greatland / Sareum style leap here also. Anyone doubting what can happen when a share gathers momentum only needs to look at the last 30 days: OBD up 300+% in 1 month, POS up 800+% in 1 month, ORCA up 450+% in one month. This could x 10 here over the next few months to 1.5p based on JV news from Zambia. That excludes positive news from Sweden. Before the Storuman project was put on ice TYM was over 2p a share. Our fluorspar deposit contains 2.3 million tonnes of mineable, fluorspar. That's not factored in at all here....

Good luck, Brighty

Yes, OBD up 317% in 1 month, Charles. It just goes to show you what can happen here with HEMO soon also...

Good luck, Brighty

No speeding ticket is also encouraging. i.e. VAL is not damping down the fact that news is coming. They would have been duty bound to issue a speeding ticket by now given that the share price has already risen over 85% in 24 hours. If the rumours are true then your 60p - 70p predictions will probably be surpassed this time bearing in mind that the VAL MCAP is minuscule. Something to throw in to the mix here....

Good luck, Brighty

Well POS went up 800% in 1 month - and has continued to rise still further. We know that VAL can move comparably too when it gets going. We have all seen it before here.....

Good luck, Brighty

If we do get to your 20p a share pre a positive RNS then yes 50p - 60p+ is a real possibility. It's happened before with VAL....

Good luck, Brighty

This could be very good news for PYC....

Good luck, Brighty

A POS style 800% rise for VAL in 1 month perhaps PM2022? VAL can rocket when it gets going as we have all seen here before.....

Good luck, Brighty

Yes, follow the money....

02-Oct-23 14:30:45 6.20 155,000 Unknown* 5.50 6.20 9,610 O

02-Oct-23 13:53:23 6.186 16,069 Buy* 5.50 6.20 994.03 O

02-Oct-23 13:17:57 6.20 155,000 Unknown* 5.50 6.20 9,610 O

02-Oct-23 13:17:37 6.10 155,000 Buy* 5.50 6.20 9,455 O

02-Oct-23 12:55:41 5.655 327 Sell* 5.50 6.20 18.49 O

02-Oct-23 12:42:26 5.975 113,263 Buy* 5.50 6.00 6,767

Something might be brewing....

Good luck, Brighty

Yes, 0.17 breakout would take it to the resistance point of 0.28. After that the next resistance point is 0.46. i.e. TYM could bounce quite quickly when it happens....

Good luck, Brighty

Yes, agreed. It looks like the next news will be the EIJV Agreement with the, as yet un-named, third party.

What we do know already is that the Third Party is "a well-resourced mineral exploration and mining company" and that we will get "more detailed information and details of the Third Party on conclusion of the binding agreement".

Once we know more about the EIJV agreement and drill programme that's when the share price is going to really start to move....

Good luck, Brighty

I like this presentation. It's excellent and a very a positive messaging platform to attract new investors and to remind existing shareholders of our true potential. There is a BUT though and it is this: having been invested in N4P for several years it is certainly a bit galling to read the following slide:

* Invest at early stage/ attractive valuation, in an siRNA product

which meets an unmet clinical need in the growing market of

ophthalmology

Message to Nigel Theobald: many have been doing just that for the last few years with N4P.

It's time to start delivering....

Good luck, Brighty

Yes, well worth a read. Highlights include:

*" The result of all of this was that the company increased their market cap from $15M to over $450M in 11 months.” If a comparable x 30 rise happens here with HEMO that's a share price over over 69p...

* "Prevail Partners recognizes that clinical trial data is one of the most, if not the most, valuable assets of a clinical stage life sciences company since it creates opportunities for fundraising, out-licensing, going public, and other forms of monetization.

* "We have been fortunate to have partnered with many excellent companies that have generated licensing deals with payments exceeding well over $3 billion"....

Prevail has invested in HEMO for a reason. 60P+ a share sounds promising...

Good luck, Brighty

There's more M&A activity in our space today, with a particular focus on the USA, with Entain's £122 million deal for Angstrom Sports (£81 million of which is being paid in cash upfront).

* "Angstrom's proprietary offering secures Entain as the only global operator with highly sophisticated in-house forecasting, analytics, risk and pricing capabilities for US Sports betting markets".

* "Entain's capabilities, coupled with our global scale and market leading platform will provide customers with an unrivalled US sports betting experience, differentiated by its breadth of betting opportunities and products".

Notice the emphasis on US Sports betting. There's a real focus on the US from the big boys which bodes well for WEB and its licences...

Good luck, Brighty

The news on Wednesday regarding Rosebank truly unlocks the value in Dunrobin.

* Our 32% working interest in the Dunrobin and Golspie prospects just became that much more valuable, especially when you factor in that Enquest paid $325 million to acquire a stake in neighbouring Suncor Energy's Golden Eagle prospect last year.

* Allenby's valuation for Baron, including Chuditch, is US$163.5m. Per share that is of 0.708p.

* If we secure a JV for Dunrobin we could achieve this quickly and probably more likely be over 1p a share soon (and much much higher probably with Chuditch news).

Another encouraging week for BOIL investors. Have a great weekend....

Good luck, Brighty

Exactly, and it looks like £1.5bn of buybacks this year, £2.2bn in 2024 and £2.2 bn again in 2025, with perhaps as much as £10 Billion in buy backs over the next 2-3 years, looking at the recent Jefferies note. Long term that is great news ....

Good luck, Brighty

Yes, bring on the JV news. A reminder that the TYM share price was over 2p in the last few years (& much higher in the past). We've also got the Fluorspar market back in play in Sweden too. i.e. A re-rate looks to be on the way here for TYM once people start to realise what's developing for the company in both Zambia & Sweden....

Good luck, Brighty

Exactly Charles. 10p / 110m mcap is peanuts in our sector. Big pharmaceutical companies have been paying billions recently for smaller rivals. e.g. Amgen purchased Horizon Therapeutics for $27.8 Billion, Pfizer acquired Global Blood Therapeutics for $5.4Billion, Pfizer bought Biohaven Pharmaceutical for $11.6 Billion in Cash, Affinivax was bought by GSK for $ 2.10Billion, AstraZeneca acquired CinCor Pharma for $1.8 Billion, Thermo Fisher acquired PeproTech for $1.85 Billion, Pfizer bought Arena for £6.7 Billion, AZ paid 1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics, Eli Lilly acquired Versanis for $1.925 billion, Astellas bought Iveric Bio for $5.9billion, GSK paid £1.6Billion to buy Bellus. i.e. You can see where this could be heading in due course and why 10pa share on positive news is very much attainable before we head much higher....

Good luck, Brighty

Those of us who were invested in Sareum in the 2020 / 2021 rise from under 1p to 9p can testify that a similar rise here to 10p+ is more than achievable prior to HEMO even going in to the clinic. A similar pattern is emerging here. We have positivity re FDA/IND for HEMO-CAR-T, CBR/Brain cancer, Prevail's 6p a share investment etc. The £1million invested in SAR inJuly 2021 by a HNWI was acquired at a premium. The £900,000 raised by SAR on June 1st 2021 by a HNWI was at a premium. For what it's worth from this investor with several x 10 and a few x20 gains behind them is this: Companies with a global innovation – such a HEMO – can multibag significantly. It's about confidence being demonstrated and Prevail (& Eli Lilly by default) have backed HEMO in a very positive way in recent days. DYOR and due diligence but 10p a share, at least, is a real possibility in the next few months. Hope this helps...

Good luck, Brighty