Member Info for Brighty1

A re-rate in the DEMG share price on the back of good news regarding its new monitor is likely to be significant based on the following:

* DEMG has been briefing that it has shown its new monitor, pre-launch, to a number of new and existing customers.

* DEMG has been reporting that interest has "been strong"

* & That "the Group has already won a tender in respect of the new monitor at a price point significantly higher than price levels typically achieved for the current monitor."

* Deltex Medical expects strong demand from its distributors and end-users in relation to replacing legacy monitors, once the New Monitor has been released for sale.

* The DEMG share price went up this year between 20 April & 3rd May from 1.10p to 1.55p on positive news.

This bodes well for a re-rate in the share price at some stage....

Good luck, Brighty

EOY 2023 Lloy @ 64p a share. Intraday / intra year over 70p a share between now and 31.12.23...

Good luck, Brighty

What's with all this doom and gloom? We were the equivalent of 440p back in 2021 during the HNWI buy in and over 300p last year. Many of us took money off the table at around x30 in 2021 but left healthy stakes still in Sareum. We are much further down the line now. There’s no reason why we can’t be back at similar prices before going much higher on a takeover. We all know the potential here especially when you see the numerous billion pound takeovers in our sector for smaller companies. There's lots to be optimistic about. e.g. SRA737 licencing news could be inbound at anytime and so could an SDC1801/1802 update.

People on here really do seem to be ignoring the bigger picture. i.e. in the pharma sector alone there were 479 M&A deals announced in Q2 2023, worth a total value of $51 Billion (according to GlobalData's Deals Database). The $10.8 Billion acquisition of Prometheus Biosciences by Merck was the industry's largest disclosed deal.

In a nutshell, big pharma will pay big bucks for smaller companies with innovative new drugs in our space. There are plenty of excellent examples. 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 for bio minnows are becoming the norm in our sector. This makes being a Sareum investor even more compelling. You only have peruse the JP Morgan research note regarding the high levels of R&D licencing deals in the pharma sector to see that Sareum shareholders could be in for a big pay day in due course. The deals are huge and include:

* Lilly’s proposed purchase of Versanis for $1.925 billion.

* GSK Buys Affinivax for $ 2.10B

* Novartis’s $3.2 billion acquisition of Chinook Therapeutics

* AstraZeneca Purchases CinCor Pharma Inc. in $1.8 Billion Acquisition

* Sun Pharmaceutical Industries Acquires Concert Pharma for $576M

* Envision Pharma Group Acquires OKRA.ai

* GSK Acquires Sierra Oncology in 1 Billion+ deal.

* Moderna to Buy Japanese Firm OriCiro in Its First-Ever Acquisition

* Amgen’s $27.8 Billion Acquisition of Horizon Therapeutics

* Pfizer Buys Global Blood Therapeutics for $5.4B

* Pfizer Acquires ReViral for $525M

* Pfizer Acquires Biohaven Pharmaceutical for $11.6 Billion in Cash

* Sandoz Acquires Drug Delivery Device Company to Boost Pipeline

* Thermo Fisher Acquires PeproTech for $1.85 Billion to Boost Gene Therapy Market

* Pfizer to Acquire Arena for £6.7 Billion to Boost Chronic Disease Management

* Novo Nordisk Enters Pharma Acquisition Deal For RNAi Therapies

* Swedish Orphan Biovitrum AB (Sobi) finalized a deal to acquire CTI BioPharma for $1.7 billion

Plus, on June 26, Shionogi announced its plans to acquire Qpex Bio for $100 million upfront, with potential for additional payments. And finally, on June 29, Eli Lilly announced it planned to acquire Sigilon, a small bio for $34.6 million. Sigilon’s stock jumped over 600%...

Interims over the last 3 years have been 13 Aug 2020, 12 Aug 2021 and 9 Aug 2022. Looks as though Tuesday 15th August will be the date for the 6 months results .....

Good luck Brighty

Great to see TXP moving again. Nearly sold on 6th Jan 2021 when it hit 150p having bought at 29p. Glad I held in the end. Patience finally being rewarded. Onwards and upwards. Hope Photographer held too....

Good luck, Brighty

Last year there was an interim divi announced on 09-Aug-22 with an Ex Div date of 18th Aug. The Business Update last month didn't confirm a date for the interims but it should be next week going on past dates? I'm expecting the numbers to be very good based on the business update....

Good luck, Brighty

In answer to your question it was 4.28pm yesterday...

03-Aug-23 16:28:23 14.166 150,000 Buy* 13.00 14.50 21.25k

Good luck, Brighty

The squeeze in favour of an upward trajectory in the DEMG share price should start as averaging down kicks in now that the restoration and fund raise has happened. That's the theory. Those chunky buys last night could be the start. Lets see if it happens soon....

Good luck, Brighty

Yes, Webis is under the radar but what makes the company really attractive are the licences it holds. These have real value attached to them. Webis is, imo, lining itself up for M&A activity having successfully renewed its entire portfolio of licenses in the USA, including New York, Kentucky, Washington State and in particular, the Advanced Deposit Wagering license with the Californian Horse Racing Board. Webis also holds exclusive Cal Expo rights until 2030. All of this makes Webis attractive for a takeover. It's just a question of when.....

Good luck, Brighty

* Tym up 20%+ today on the UK Govt news.

* Sanderson Capital now holds 7.66% in TYM. They also know the potential here.

* With the right kind of news your 1p a share target (x8) could become a reality ....

Good luck, Brighty

Yes, we should be hearing from GDR soon on the successful roll out of the MT-RNR1 test in the north and then nationwide. The value of MT-RNR1 and our stroke test are going to make shareholders in GDR very happy in due course. For those that don't know our Chairman, Ian Gilham, has a track record for selling his businesses for hundreds of millions. As CEO of Axis-Shield Dr Gilham sold that business for £250 million and as chair of Horizon Discovery he sold that company for £300m. I think he will do the same with GDR. Daily fluctuations are irrelevant if you are an investor interested in a x10 gain.....

Good luck, Brighty

Post of the day RMM. You've nailed it. This is a smart move.

Good luck, Brighty

Well my 2 buys are showing as sells !! Plus a late trade at 8.14am just appeared at .29 for £9.800 approx. Looks like a buy also. Smoke and mirrors. One to watch over the coming days as 1p looks a real possibility in the short term...

Good luck, Brighty

Exactly right. Once we have SRA737 licenced this deal can be terminated. I see this as very positive rather than a traditional placing. Similar to HNWI buying in. It gives SAR the runway required to not only achieve a licencing deal for SRA737 but also SDC1801. Smart move. Good luck, Brighty

TR1 confirms 5.83% by Herald Investment Management. "We specialise in achieving capital growth through investing in companies in the areas of technology, media and communications". Good luck, Brighty

Yes, like you I've been buying up DEMG shares today at 0.23 / 0.24, on the basis that this could quite easily rise to over 1p within a matter of days. The bigger picture though are the NHS contracts (which it sells directly to) and the more than 40 countries in the EU, Asia and the Americas which DEMG already sells its products in. i.e. this could see the DEMG share price go much higher over the next few months on the back of more contract wins and the roll out of the ODM probe, the new non-invasive device and next gen monitor. i.e. a short term investment for sure but coupled with a more long term hold. DYOR but following the restoration this looks interesting to say the least....

Good luck, Brighty

With 6-8 UK Hospitals "fully operational" or in "approved and beginning implementation" mode with the GDR MT-RNR1 ID Kit here's 10 Top reasons to be a GDR investor:

1. That the roll out 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+

2. That up to 8 non-UK distributors are currently being contracted

3. Re point 2: the EU market is up to £46.8 million (each and every year)

4. Re point 2: the U.S. market is worth approx £34 million to GDR annually

5. Re point 2: The rest of the world market equates to £13.8 million.

6. That the Directors are chasing the UK and Europe market first. i.e. focus on contracts

7. That the GDR CYP2C19 ID 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)

8. That the EU market is worth to GDR £93.5 million EACH YEAR (based on the current 800,000 strokes per year)

9. That the U.S. market is worth £67.6 million to GDR EACH YEAR (based on 700,000 strokes each year)

10. That the rest of world market is worth £51.0 million EVERY YEAR to GDR.

This will easily eventually support a GDR share price in the hundreds of pence and a market cap to match. Looking forward to news soon....

Good luck, Brighty

It's quite amazing that a plc that posts a Q1 profit up by 11% to £536 million has seen its share price slide south on results days and has continued to fall today. Plus revenue was up 4% & EBITDA was up 5%????? Crazy....

Good luck, Brighty

Well we could be in for an interesting RNS soon as N4P back in April informed the market that Nuvec was comparable to Venetoclax and Gefitinib.

For those that don't know: Abbvie / Roche Group = Venetoclax and AstraZeneca = Gefitinib. That was quite a big moment for little old N4P and I'm expecting an update on this juicy piece of news in due course.

Some additional background:

Gefitinib: (sold in Europe and Asia) is a type of targeted small molecule cancer drug called a tyrosine kinase inhibitor (TKI). Tyrosine kinases are proteins that send signals telling cancer cells to grow. Gefitinib blocks these signals. For Gefitinib to work the cancer cells need to have receptors for EGFR.

Venetoclax: sold under the brand names Venclexta and Venclyxto, is a type of targeted therapy drug called a BCL-2 inhibitor (blocker)used to treat adults with chronic lymphocytic leukaemia, small lymphocytic lymphoma, or acute myeloid leukaemia. Some leukaemia or cancer cells make too much of the BCL-2 protein.

One to watch.....

Good luck, Brighty

The key point is that today's news truly unlocks the value in Dunrobin.

* Up until today there were too many ifs and buts about the North Sea. Now we know it is going to be Govt policy to drill as much as we can from the north sea for UK security. This is brilliant for BOIL investors.

* When you consider the $325 million paid by Enquest to acquire a stake in neighbouring Suncor Energy's Golden Eagle prospect last year. i.e. Our 32% working interest in the Dunrobin and Golspie prospects just became that much more valuable today.

* Allenby's valuation for Baron, including Chuditch, is US$163.5m. Per share that is of 0.708p. i.e. over x 7 of our current price.

* 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).

Good luck, Brighty