Member Info for Brighty1

Follow the money! Lots of buying today and don't forget that Robert Keith (Eidos / Lara Croft) took a 12.02% holding in GFIN recently. He sold his business, Fast Search & Transfer, to Microsoft for $1.2bn, so he is a serious investor and one to watch....
Good luck, Brighty

Yes, I'm with you regarding STRIVE, especially when they already know that it significantly reduces the risk of progression to severe disease and death compared to placebo by 70%.

Many LTH's on here will also recall what Tom Wilkinson said a while back about the Strive possibility: " 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.".

It is surely only a matter of time now before we hear positive news on Strive. The 40% rise this afternoon would indicate something is brewing ...

Good luck, Brighty

TYM 25%+ up so far with 68 trades already. Ordinarily there's just a handful of trades per day. Something is happening here, as the buying has been way above the norm today.

* Perhaps a positive update for the Jacks Copper Project in Zambia?

* We know that the necessary EPBs are now starting to be issued for the other Zambian projects where TYM has similar earn-in rights.

* Or perhaps there's real progress about to be reported regarding a JV re the technical cooperation agreement with multi billion operator FQM.

* We also know that exploration targeting commenced last year with the initial priority areas already defined by RES at Mukai. Some on here will recall that Mukai is nearby FQM's Enterprise Nickel Mine and giant Sentinel Copper Mine, adjacent to the Mukai Licence.

* The other initial priority area was at Mushima North, where historical drilling in the 1960s encountered wide zones of low-grade copper-sulphide mineralisation and which is prospective for iron-oxide-copper-gold deposits.

Are we about to hear news?.....

Good luck, Brighty

Some great points made by Institution re director averages and the likelihood of a significant re-rate in due course. I agree 100% with that evaluation. It is also worth noting that revenues for FY22 were £37.6m, up 105% on the previous year. Plus Genomic Services revenue was up 239% to £21.6m. We won't see full year revenues of £37 million, we know that from the guidance, but from the interim numbers things were still motoring nicely. i.e. H1 FY23 £8.0m (H1 FY22: £7.0m), an increase of 14%. They also guided positive H1 numbers as follows:

* Recurring revenues were up 20% to £5.5m (H1 FY22: £4.7m)
* Genomic Technologies revenues increased by 10% to £6.1m (H1 FY22: £5.5m)
* NIPT category up 18% year-on-year demonstrating a continuing recovery post pandemic
* Ranger® Technology revenue run rate now over USD $2.0m per annum
* Growth pipeline being converted, including three new NIPT accounts won in H1 and being installed early in H2
* Genomic Services revenues up 26% to £1.9m (H1 FY22: £1.5m)
* NIPT services up 50% to £1.3m on the back of Asia reopening post COVID

Reading between the lines there is scope to be optimistic for the full year numbers on this basis. The fact that most of the the directors need at least 1p+ and Bill needs 2.22p just to break even, (as you say nearly x6 where we are now) makes an interesting case that the directors are backing the business with their own money in a big way. This normally results in good news for investors buying in at these prices....

Good luck, Brighty

TEK has a super story to communicate about LUCYD and our other portfolio companies and our modus operandi of finding, acquiring and investing in breakthrough technologies. Come on Cliff and Konrad lets see TEK in the Sunday Times, Financial Times, WSJ, the relevant international trade press etc. Our portfolio of Belluscura, Lucyd, Microsalt / Salarius and Guident are brilliant success stories / fantastic examples to back up the TEK approach but at present every PR trick in the book to create a sustainable rise in our share price is being missed. The once in a blue moon Investors Chron article is not enough. If our BOD continue to hide our success under a bushel we will struggle to get past 20p a share. We should be 50p a share by now....Good luck, Brighty

Here is the big epilepsy news many of us have been expecting, waiting and hoping for:

* "CannEpil® now available by Named Patient Request in UK"

* "The availability of CannEpil® by Named Patient Request marks a momentous breakthrough for MGC Pharma. The product will now be available to a wide cohort of specialist medical practitioners in the UK, which is testament to the progress we are making." - MGC

* "CannEpil's® availability in the UK for unmet medical need by doctors on the GMC specialist register, is another material milestone for the company within the healthcare and Life-Science sector as an innovative plant-inspired pharmaceutical company". - MGC

Plus £1.2 million raised in a conditional Placing, including CannEpil Phase 2b clinical trial funding secured up to c.£0.63 million plus UK Broker Option Share offer to raise up to £0.75 million.

Summary and key message: Epilepsy impacts approx 50 million people worldwide, so this is big news....

Good luck, Brighty

DYOR as there's a clear risk attached to TYM (historical under performance) but on the face of it looking forwards and not backwards progress is maybe starting to happen and as you say a x20 is quite possible here. The fact that Sanderson Capital has been upping its holding in TYM has also attracted my interest. People on here have been talking about 8p a share if this all pans out. They could well be right. That would be a massive gain from here.....

Good luck, Brighty

You only need to worry if you are day trading this. If you are an “investor” then there really are no long term concerns as our Chairman, Ian Gilham, has a track record for selling his businesses for hundreds of millions. As CEO of Axis-Shield Dr Gilham sold it for £250 million and as chair of Horizon Discovery he sold that business for £300m. I think he will do the same with GDR. See my earlier valuation posts. Finncap know the score and as a long term investor that's what I'm expecting here in due course. Daily fluctuations are irrelevant if you are an investor interested in a x10 gain. Those that want 10% -20% gains this week are going to miss out on the 1000% rise….
Good luck, Brighty

A takeover will value the company at let’s say x 10 of the current MCAP. Many daft and naive comments about buying a company with a current Mcap. That’s not how it works. M&A is based on future value. Ie what a buyer values the future prospects at. In GDR’s case the value is hundreds of millions based on our 2 products and the market they are selling in to (which as the company has already articulated is worth hundreds of millions) Good luck, Brighty

Finncap knows our Chairman, Ian Gilham, has a track record for selling his businesses for hundreds of millions. As I mentioned earlier today as CEO of Axis-Shield Dr Gilham sold it for £250 million and as chair of Horizon Discovery he sold that business for £300m. I think he will do the same with GDR. See my earlier valuation posts. Finncap know the score and as a long term investor that's what I'm expecting here in due course....
Good luck, Brighty

* Big pharma has a track record of paying mega bucks for smaller rivals with breakthrough products/tech.

* Even more encouraging is that our Chairman, Ian Gilham, has a track record for selling his businesses for hundreds of millions. As CEO of Axis-Shield he sold that business to Alere for £250 million and as non-executive chair of Horizon Discovery plc from 2013 he sold that business to Perkin Elmer for £300m. Will GDR be his next multi million exit. I think so.

* Our AIHL MT-RNR1 ID test and our CYP2C19-ID tests are both really exciting innovations in the pharma sector, which could be worth hundreds of millions for a licencing or takeover deal.

Here's a quick reminder of just some of the deals in our sector recently...

* On Friday AstraZeneca confirmed it was paying $63m upfront and up to $1.1bn for KYM Bio's CMG901

* Sun Pharmaceutical Industries Acquires Concert Pharma for $576M

* Envision Pharma Group Acquires OKRA.ai

* GSK Acquires Sierra Oncology in 1 Billion+ deal.

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

* 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

* GSK Buys Affinivax for $ 2.10B

What price will be paid to licence / JV fast track or buy GDR by a major pharma? On the numbers above you would have to say it will be in the hundreds of millions.

I expect our Chairman, Ian Gilham, to repeat his success here with GDR. Watch this space.....

Good luck, Brighty

Exactly. For the long term investor this is a no brainer for the ISA and Sipp tax wrappers. i.e. GDR will be in the hundreds of pence a share due to the global market GDR now operates in following the MT-RNR1 ID sign off. That's what an investment is all about!

* Next newsflow could be FDA approval for MT-RNR1 ID and more newsflow should follow soon on the CYP2C19-ID Stroke Kit. Don't forget that the global stroke market is really colossal.

* Big pharma companies will now be looking to licence or take GDR over for hundreds of millions of pounds in due course. I'll post some recent transactions in the pharma sector later today as the deals are eye watering.

* Over the next 12-18 months the GDR share price could rise by over x 10.This is a mammoth buy for newbies and an obvious hold for existing investors for the mega gains that will now happen thanks to the official sign off of the MT-RNR1 ID test and our funding runway.

* I'm focussing now on where our share price is going to in the next 18 months - which should be in the hundreds of pence a share....

Good luck, Brighty

In addition to CimetrA and CannEpil MGC is expanding its range to include the psychedelic compound Psilocybin. It has has received permission from the Slovenian Ministry of Health to undergo scientific research development for this. More encouraging news today from MGC....

Good luck, Brighty

Well articulated. The uncertainty over funding - which was holding the GDR share price back - has been dealt with. This will be over 100p+ a share in due course and over 60p+ in the short term.

However, if you factor in the longer term FDA approval and Genedrive's CYP2C19-ID Stroke Kit we are off in to the hundreds of pence a share.

Don’t forget the likes of SNG from 6p to 240p, NCYT from 7p to 1210p, AVCT from 14p to 215p and SAR from 0.3p up to 9p. They all benefited from the raising of various forms of funding and then the significant share price gains really kicked in all the way up.

It’s also worth noting that the likes of Sar and SNG (in particular) did not have much if any revenue income either. They went up over x20.

In summary, we have seen it happen with SNG, SAR, AVCT, NCYT etc. It certainly looks as though we are going to experience something similar here with GDR over the next 12 months.

Well done to everyone that held their nerve, especially on Friday.

Good luck all GDR shareholders. Brighty

Spot on Stephen. The market really dislikes uncertainty, which in this case was holding the GDR share price back re funding. That uncertainty has now been dealt with. It’s game on now for a sustainable rise in our share price. I’m here for the hundreds of pence a share with a takeover or licensing deal. Daily fluctuations don’t bother me but our runway to £1+ a share is nailed on in the short term. If you check my posts on M&A deals in our sector you will note that many are in the hundreds of millions and quite a few recently have been in the billions. Good luck, Brighty

£1 soon is very probable. Next stop is likely to be 60p before pushing on to £1+. Don’t forget the likes of SNG from 6p to 240p, NCYT from 7p to 1210p, AVCT from 14p to 215p and SAR from 0.3p up to 9p. They all followed a similar trajectory of SP gains and included the raising of various forms of funding and then the significant gains really kicked in all the way up. GDR is certainly on the launch pad to achieve similar meteoric gains. It’s also worth noting that the likes of Sar and SNG (in particular) did not have much if any revenue income either. They went up over x20. In summary, we have seen it happen with SNG, SAR, AVCT, NCYT etc. It does look as though we are going to experience something similar here with GDR over the next 12 months. Patience is all that is required. Good luck all GDR shareholders. Brighty

Fantastic day for GDR shareholders. Many of us on here have predicted exactly this scenario regarding a well thought through method of financing that does not impact existing investors. The market will like this a great deal. Next stop 60p+ a share. However, once more news flow occurs this will be over100p a share. Then if you factor in the longer term FDA approval and Genedrive's CYP2C19-ID Stroke Kit we are off in to the hundreds of pence a share. Congrats to those that held their nerve, especially today. Good luck, Brighty

If you've done your due diligence then you will know that GDR is a mammoth hold for big gains on the back of the Genedrive MT-RNR1 ID test. Forget the daily fluctuations in the share price and just focus on where our share price is going to be in the next 18 months. i.e. probably more than X 10 of where we are today.

We also have news in due course on the Genedrive CYP2C19-ID Stroke Kit. The global stroke market in particular is colossal. In our industry hundreds of millions of pounds - and often BILLIONS - are paid to licence and or buy out companies such as GDR.

There's also the FDA update due at some stage too.

Here's to a share price in the hundreds of pence....

Good luck, Brighty

GFIN revenue is up a stonking 106% over the last 6 months. That's an impressive rise. i.e. H1 Revenue of £4.1m (H1 FY22: £3.3m), up 26% year on year and up 106% on the previous six-months. Plus revenue at GFIN's esports business is up 70% year on year to £2.5m (H1 FY22: £1.5m). That's pretty encouraging....
Good luck, Brighty

* Things are hotting up in the north sea with Jersey Oil & Gas updating the stock market today on its Greater Buchan Area farm-out process. Could Dunrobin be next?

* Jersey Oil & Gas has revealed that they are in "advanced" exclusive discussions with an unnamed "significant" UK North Sea operator.

* Apparently head of terms have been agreed for the farm-out of a material interest in the GBA licenses to the operator, and the parties are working towards a finalised fully-termed agreement "in the near future". They have agreed to an exclusivity period until the end of April.

* "We are pleased to be in advanced exclusive negotiations with a well-funded industry heavyweight and whilst there can be no guarantees of a successful conclusion, we are aiming to finalise the farm-out in the near future and look forward to updating shareholders shortly," says Chief Executive Officer Andrew Benitz.

Just the kind of RNS announcement we are expecting here soon. Have a great weekend all BOIL investors. Lets hope we are next....

Good luck, Brighty