Member Info for Brighty1

Yes, more encouraging news and excellent messaging from MGC:
* "US$1,000,000 order owing to increasing demand"
* "MGC Pharma's largest delivery into the US market to date".
Bodes well. Good luck, Brighty

The 6 month results from JUST infer guidance is going to be exceeded this financial year. The market will like that which in turn should help move the share price north of 100P again. Plus, don't forget the 200p takeover price in Investors Chronicle a few months ago. Just's CFO, Andy Parsons, was quoted as saying “We are open to conversations from interested parties and conversations have happened. All we can do is to focus on ourselves – making our business better will increase the appeal to others.” Of particular note was the comment: "conversations have happened". A takeover is what I'm expecting in due course.

Good luck, Brighty

The market is now starting to realise that IQE is a company guiding investors that revenue is anticipated to be £650 million within 5 years. No wonder the share price has started to climb at last, up 50% in the last few months alone. Huge potential here for IQE shareholders. Good luck, Brighty

Encouraging news today from MGC related to eliminating Glioblastoma cells and the research paper published by MDPI.
In summary:
* The research paper tests Cannabidiol (CBD) and Cannabigerol (CBG) extracts provided by MGC Pharmaceuticals and their impact on Glioblastoma cells. The study finds that GPR55 and TRPV1 receptors are the best targets for the antagonistic cannabinoids CBD and CBG (in an optimised mixture) to eliminate Glioblastoma (GBM) stem cells.

Another step in the right direction.

Good luck, Brighty

More M&A activity in our space to keep us all focused on the end game: Amgen to buy Horizon Therapeutics in an all cash deal. Good luck, Brighty

A 300 Mcap is peanuts in this sector these days. Microsoft bid £56bn in cash to takeover Activision earlier this year. The global e-games sector is larger than the Hollywood movie & music industries combined. If month to month profitability happens then GFIN should hit 4-5p a share soon (last November we were over 4p a share) before breaking back up to 10p during 2023 if results are as per the guidance. GFIN could then hit its previous 20p a share range over the next couple of years thereafter once the amazing clients GFIN has attracted and acquired continue to add to the bottom line. That's why I'm invested in GFIN as I can see this hitting 10p during 2023 and 20p within 2 years. First things first, I'd say we are heading to 4p a share if we get the news we hope / expect to hear from John Clarke and his team. Good luck, Brighty

Key messaging from the RNS looks very bullish / encouraging:

* "Not ruling out alliances, mergers or acquisitions to fast-track our growth. We will keep shareholders fully up to date on developments in this area".

* Principal aim is to at least double player numbers within the next two years

* As shareholders are aware, on Tuesday 8 November the two Californian Sports Betting Propositions failed to receive the number of votes required for them to go into law. Contrary to some opinions, this was actually a very positive development for our Californian business. The comments for both propositions were seen to be ill thought-out, highly protective, and in the case of 27, potentially misleading. Initial indications since the elections show that this subject is far from dead in California. Simply put, the market for Californian sports betting is too big for it not to happen.

* We much prefer working closely with the State legislature in Sacramento to devise a State-driven Bill that is fair and equitable for all interested parties and, most importantly, the Californian customer. We believe that this can happen in 2023 with a view for live operations in 2024 and will work to ensure that our assets in California will be included in such a Bill.

* Strategic Outlook: We have now completed a comprehensive strategic review of our operations and goals for the business through the next two years, all linked to achieving profitability. We have identified growing the B2C sector as our principal aim with a view to at least doubling player numbers within the next two years. We have developed a detailed software and marketing plan to that end which has been approved by the Board with detailed budgets until the end of 2024 which project this sector and indeed the whole operation to be profitable.

* In conjunction with that, we have several aims to improve our licensed position in the USA, especially in CA and AZ. We believe that it is vitally important for growth that we continue to ensure the highest levels of regulatory compliance as a company in the USA.

* A combination of growth in our core business as detailed above plus our unique presence in key States will greatly enhance the valuation of the business. Related to that, we continue to assess more strategic developments and have not ruled out alliances, mergers or acquisitions to fast-track our growth. We will keep shareholders fully up to date on developments in this area.

Bring on 2023....

Good luck, Brighty

More interesting M&A activity in our sector.

* AstraZeneca will acquire all outstanding equity of Neogene for a total consideration of up to $320m, on a cash and debt free basis. This will include an initial payment of $200m on deal closing, and a further up to $120m in both contingent milestones-based and non-contingent consideration.

* Accelerating ambition in Oncology cell therapy

* Acquisition provides access to next-generation T-cell receptor therapies with promising potential for targeting solid tumours

Good luck, Brighty

I'm with you re GGP (& other small caps on AIM) in respect of the huge upside MOS presents over the next 3 years.

• Those that are expecting a return on your investment this month it is not going to happen but over the next 3 years the value of MOS is likely to be significantly enhanced from NFT's, scores and the Gfin investment.
• The £250,000 invested in GFIN by MOS on 14th March at 1.25p could rapidly become a stonkingly good move if the GFIN share price moves in the direction of travel many expect. i.e. back up to the 20p range. The reality is that many investors feel that GFIN will get back to its 20p a share range in due course, me included. The upside for MOS shareholders is obvious. i.e. GFIN at 20p a share is worth £5million to MOS.
• The MOS journey is not a short term project. Investing in a share for years is an approach that has worked well with small caps on AIM that are reminiscent to MOS re their fund raising antics. For example, I can name SAR, TEK, TXP, PXEN, NCYT, SNG, WEB, GGP from shares I've invested in as just a few that have taken years to come to fruition but that have given investors like me an excellent return despite many fund raises to get from A-B. The doubters on here might well be right – AIM is risky – and you are being proved right at the moment regarding the dismal MOS share price but small caps like MOS raise money to grow and if they come good such as Sareum, Tek Capital, Touchstone, Prospex, Greatland, Novacyt, Synairgen etc then it is worth the wait. Lets see where the MOS share price is in 3 years. Good luck, Brighty

* 5 years ago today – 28th Nov 2017 - the GFIN share price was over 25p a share

* Back then revenue for the 2017-2018 financial year was £4.2million. EBITDA losses had increased to £12.5m and cash and cash equivalents were £3.7m

* GFIN is now on the launch pad to start producing profitability. This is a major milestone for the business

* At the 6 month stage this year half year revenue was £3.3m, a 22% improvement on the previous 6 months (H2 21: £2.7m), half year losses were down to £0.4m, a 76% improvement on previous 6 months (H2 21: £1.8m loss) and following the £2.7m fundraise on 14th March this year GFIN is well capitalised. i.e. the good news is more full year revenue than 2017 will be confirmed soon, with a move in to profitability (as per guidance) and we are cash positive

* On this basis GFIN looks to be heading back to its 25p a share days in the medium term

* In the short term 10p a share during 2023 looks very probable

Good luck, Brighty

That's worth repeating.....1 billion MC = 5.29p. Highly possible once we hit 1p. Good luck, Brighty

What we need to factor in is that R&D & M&A departments of global pharmaceutical companies will be monitoring developments with our stroke and MT-RNR1 tests. They won't want to miss out on either as both tests have big global markets to exploit. i.e. a major player is more than likely to licence one or both or just buy the entire share capital of GDR. We operate in a sector where takeovers and licencing deals happen all the time. There's also the probable and highly likely scenario that a HNWI or VC will take a stake in GDR rather than a traditional raise next time especially as we get ever closer to commercial success.

Good luck, Brighty

Exactly right re 120p+ next year. Obviously, as we all know ITV's advertising revenue is over £1.5billion. The market is not taking this in to account. Moneyweek published some excellent points recently regarding the current ITV valuation. The summary was that the free to air element of ITV has hardly any value attributed it by the market at the moment. i.e. ITV Studios accounts for over 2/3rds of the current valuation. When you add the ITV Studios and ITV free to air business together our value is over 180p a share. Your 120p a share during 2023 looks nailed on but ITV is worth much much more. We need our shy and retiring board to up its Investor Relations game to communicate our true value.

https://moneyweek.com/investments/stocks-and-shares/share-tips/605484/dividend-stocks-to-buy

Good luck, Brighty

More encouraging news from TYM re Zambia today. In summary:

* "I am delighted to report that, following a recent series of positive updates for the Jacks Copper Project in Zambia where we have now earned a 90% interest, the necessary EPBs are now starting to be issued for the other Zambian projects where we have similar earn-in rights" - TYM Executive Chairman Patrick Cheetham.

* "I am also pleased and excited to be reporting progress in our data sharing and technical cooperation agreement with FQM along with the definition of several exploration targets from a desktop study of historical exploration results commissioned with RES prior to our agreement with FQM" - TYM Executive Chairman Patrick Cheetham.

* First meetings held with FQM under the Data Sharing and Technical Cooperation Agreement. Data transfer from FQM to the Company is currently in progress.

* Exploration targeting underway with initial priority areas already defined by RES at:

* Mukai, where the host stratigraphy for FQMs nearby Enterprise Nickel Mine and giant Sentinel Copper Mine can be traced into the Mukai Licence where there are both copper and nickel geochemical anomalies.

* 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 ("IOCG") deposits.

* Local partner and licence holder Mwashia Resources has now received approval of Environmental Project Briefs from the Zambian Environmental Management Agency for the Konkola West and Lubuila Copper Projects where the Company is earning up to a 90% interest.

Things are certainly starting to look much more encouraging here. 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 starting to happen. The fact that Sanderson Capital has been upping its holding from approx 3% to over 10% in TYM this year 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

RNS confirms as of close of business on 24 November 2022 Omega now has a cash balance of £6.5m. With a MCAP of just £8.5million a significant re-rate of the ODX share price should now be on the cards moving forward. Good luck, Brighty

Quite right. I would also add that globally M & A activity continues in the Webis space at pace. e.g. It was announced that today Entain purchased Crotian operator SuperSport Group. In the briefing document it confirmed that the deal was about unlocking the €5.0bn regulated betting market opportunity across Central and Eastern European (CEE). Where have we heard that line before about the potential for global players to unlock a major market?! Oh yes, California.... Good luck, Brighty

Breaking NFT activity today in the MOS space: Durban Holdings Ltd has bought 20.0 million shares in NFT Investments PLC at a price of 0.8 pence per share. The shares are worth GBP160,000 in total. Durban Holdings now holds 1.99% stake in NFT Investments. Not everyone appears to be negative about this sector. Good luck, Brighty

* ABDX releasing its preliminary results tomorrow for the year ended 30 June
* AGM on Monday 19 December

Good luck, Brighty

Webis RNS today confirms the renewal of its key California license.

Plus: In addition to the California license renewal, Webis has renewed, or are in the process of license renewals, in Colorado, Kentucky, Minnesota, New York, North Dakota, and Washington. The company does not foresee any expected issues that would delay or prevent them from being approved.

Summary of the RNS messages today:

* The ADW license renewal from the CHRB is for the years 2023-2024, and it allows WatchandWager to continue to accept online pari-mutuel wagers from residents of California on its range of global content.

* The license renewal from the CHRB is strategically important to the company, not only for its access to the biggest population in the United States and one of the largest economies in the world, but also for the potential of offering sports betting to California residents when the state legislature passes this into law.

* As shareholders are aware, the license sits alongside our long-term lease of the Cal Expo racetrack, adding an important physical, as well as on-line, presence in the state.

Good luck, Brighty

Totally agree. A VC or HNWI investing in GDR wil see the share price soar. Could be the next announcement.....
Good luck, Brighty