Member Info for Brighty1

We should be hearing encouraging news shortly on MGC distributing the first CannEpil units to EU territories and the UK during Q1 2023. See full details at:
https://www.asx.com.au/asxpdf/20230228/pdf/45m5r4hpgs6nb8.pdf
Good luck, Brighty

Word is spreading about ABDX and the market size / opportunities in the sector...

https://www.walesonline.co.uk/news/health/lateral-flow-test-detect-pregnancy-26293212

https://finance.yahoo.com/news/global-lateral-flow-assays-market-000000234.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAqIBGCKMlsa4ypNrTKPXhf_TLdLG8kfA5lEl9nUHeaRbQF6xcY91l-BXH_xS9GV3cFFjTMcySkmBtUwoczp3SBDXLdH7QkB-0_vGtaOZJduXECsbzLG3tJghexGq6KAv9RsS9_ktZghJSs1pkF1bHX-VJoQKvan0hR-BlrIdPUh

Good luck, Brighty

You are correct, it's not wishful thinking at all Steve. You are quite right that the stars are aligning for BOIL investors. In a nutshell the news today was value accretive. We are now probably looking at a 1p share price for BOIL when the JV for Dunrobin is announced and 3-5p a share for BOIL when the Chuditch JV or Baron Oil takeover is announced. The CPR's for Dunrobin and Chuditch were the last pieces of the jigsaw required to interest a major player to do a JV. We are on the runway about to take off once a JV is confirmed. A £35 Million Mcap for what BOIL is sitting on in Timor-Leste and the North Sea is peanuts. Hundreds of millions of pounds have been paid for similar quality assets. We just need to wait for the JV announcement, which could be incoming soon. Good luck, Brighty

It's the Joint Venture that long term holders are interested in. This could be announced soon. It's a HOLD for me. A mega multibag is going to happen when a JV is confirmed. Good luck, Brighty

Looks very good to me. A year-on-year increase of 243% in revenue when compared to the same period in 2021 is good news. That is three months at.£516,000. Do the maths and you can see where this is heading for the full year on this basis. The other noteworthy message is that MOS is guiding the market that they expect "revenue to increase significantly throughout 2023". Good luck, Brighty

Fantastic update from ABDX today. These are my favourite lines from the RNS ...

*"Expect FY 2023 Revenue to be MATERIALLY HIGHER than FY '22 Rev. of £2.8m"

* "The Company is currently working with a number of new customers across 11 different contract service projects in multiple areas (vs 3 as at 1 July 2022)"

* "In December 2022, Abingdon commenced an additional two new technical transfer projects, three new R&D projects, and two new regulatory projects"

Well done to Chris and Chris and the ABDX team. This bodes well for a significant share price re-rate over the next 12 months and beyond.

Good luck, Brighty

This is a brilliant RNS and one we have been waiting for. The CPR's for Chuditch & Dunrobin are the credibility building blocks required to interest a major player to do a JV. Once a JV is unveiled for either Chuditch or Dunrobinor or a takeover is confirmed the Baron Oil share price will achieve the 3-5p a share scenario regularly mentioned on here.
Good luck, Brighty

Clark, the last set of numbers highlighted considerable growth was happening at YGEN which bodes well, see below:

• NIPT services up 50%

• NIPT category up 18% year-on-year

• 3 NIPT accounts won in the current financial year already

• Ranger revenue now over $2.0m per year

• Genomic Services revenues up 26%

The growth rate at YGEN, highlighted above, indicates that progress is being made. e.g. NIPT services up 50%, Genomic Services up 26% etc.

Good luck, Brighty

Yes but it's also worth factoring in that funding does not have to just come from a traditional raise. It could come from a licencing deal (which would then provide the requisite finance) or via venture capitalists keen to back an early-stage business like GDR (a slice of our business at the current price will be worth a lot more to a VC in 3 years time, which is there normal modus operandi) or a HNWI could invest several million in to GDR. There are various ways to raise money not just from shareholders. Good luck, Brighty

Yes, the Ambry Genetics relationship is the one that is the most likely in the short term to provide the biggest opportunity for YGEN. Perhaps Ambry will even make a bid for YGEN? Don't forget that they’ve been working together since June 2021. The synergies are there....

Good luck, Brighty.

I bought in to Webis many years ago as a long term investment. I fully expect that a takeover will be over 20p a share when it happens. It's just a case of waiting for California to sort itself out and then there will be a stampede to buy our licence (s). Denham Eke, Webis Chairman, has been very upfront about this:

"As a result, it should come as no surprise that WatchandWager continues to be courted by large corporations, and indeed smaller operations with a view to software deals, strategic alliances, mergers or even outright acquisition opportunities".

That statement will do for me. i.e. It's a waiting game and then we are off to the races.....literally!

Good luck, Brighty

https://www.manchestereveningnews.co.uk/news/uk-news/worlds-first-covid-style-test-26295152.amp

Good luck, Brighty

AstraZeneca and KYM Biosciences Inc.i have entered into a global exclusive licence agreement for CMG901, a potential first-in-class antibody drug. Good luck, Brighty

This is interesting …https://www.mirror.co.uk/news/uk-news/worlds-first-lateral-flow-covid-29271390

Good luck, Brighty

Exactly. This is a huge global opportunity for GDR with data suggesting that 1 in 4 adults over the age of 25 will have a stroke in their lifetime. i.e. Global pharmaceutical companies are going to be particularly interested in our stroke test.

The key facts include:

* 12.2 million people worldwide will have their first stroke this year. 6.5 million will die as a result of a stroke.

* Over 110 million people in the world have experienced a stroke.

* The global stroke diagnostic and therapeutic market size is projected to exceed over $65.6 billion USD by 2030.

In summary, GDR's stroke test could be the real biggie in our armoury but the good news for GDR investors is that ALL 3 of GDR's key products are going to be of significant interest to the R&D & M&A departments of global pharmaceutical companies moving forward but especially our stroke test and AIHL test.

Good luck, Brighty

Totally agree. It's just a matter of time. More encouraging newsflow today on this subject relating to cannabis and a possible cure for psychosis.

https://www.theguardian.com/society/2023/feb/16/global-oxford-study-trial-cannabis-based-medicine-treatment-psychosis-cbd

Good luck, Brighty

MalcolmJ, in a nutshell you are looking at a 1p share price for BOIL when the JV for Dunrobin is announced and 3-5p a share for BOIL when the Chuditch JV or Baron Oil takeover is announced. The CPR's for Dunrobin and Chuditch are the credibility building blocks required to interest a major player to do a JV. the CPR for Dunrobin today is excellent news and the CPR for Chuditch should be announced very soon also. Once a JV is unveiled for each or a takeover is confirmed the Baron Oil share price will reflect your 3-5p (at least) scenario. Good luck, Brighty

Huge upside looking at the Allenby valuation of US$161m or 0.70p share....
Good luck, Brighty

https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2023/02/20230216-Baron-Oil-plc-BOIL.L-Allenby-Capital-P2478-CPR.pdf?c3482=on

Yes, profit before tax of £7,012m and an 8% drop in the share price! Crazy reaction, especially as we all knew about the US issue / it was priced in. These numbers are actually very good plus it's worth noting that income increased to £24,956m (2021: £21,940m). This is a big leap which can only be a huge positive for profits moving forward. Good luck, Brighty

Good numbers from BARC today. In summary:
* Barclays delivers a profit before tax of £7.0bn with total capital distributions equivalent to c.13.4p per share
*Group income increased to £24,956m (2021: £21,940m)
* Profit before tax of £7,012m (2021: £8,194m)
*Credit impairment charges were £1,220m (2021: £653m
* TNAV per share increased to 295p (December 2021: 291p)
* Full year dividend of 5.0p with a total dividend for 2022 to 7.25p per share

Good luck, Brighty