Member Info for Brighty1

TYM is certainly starting to look interesting plus they've said today more news flow is due soon also...

* "We expect to issue an update shortly regarding our wider Zambia portfolio". The highlights from today include:

* Soil sampling programme completed on schedule and on budget.

* 1,807 samples collected on a 200m x 40m spacing over 4 separate grids.

* pXRF elemental analysis of samples in the field gave real time data, defined soil anomalies and allowed for immediate follow up sampling.

* Follow up sampling was carried out on three of the four grids at 100m x 40m spacing.

* Multiple soil anomalies were defined with a peak value of 535ppm copper and with sufficient ground control to allow for drill testing.

* Results compare favourably with soil anomalies in the vicinity of various ore zones at current and past producing mines on the Copperbelt.

* Results from pXRF analysis are regarded as provisional and check samples are now being sent to South African laboratory for traditional wet chemical analysis.

If the technical cooperation agreement with First Quantum Minerals re TYM's Mukai and Mushima North projects leads to a JV we could see the TYM share price rocket.

Good luck, Brighty

Yes, really good to see GFIN extending its long running partnership with Red Bull . You can't get more high profile than the current F1 world champions. More importantly in the announcement it also confirms that GFIN has entered in to a new commercial agreement as the production partner for the event also. Results any day too. Good luck, Brighty

Yes, I agree. Next week is going to get interesting. There has been lots of M&A, licence chasing and consolidation going on in our sector in the USA during 2022. Webis is in the right place at the right time. This is what Denham Eke, Webis Chairman, said on the issue:

"USA regulated gaming is seen as the hottest subject at present in global gaming, and something of a gold rush both in the USA and, indeed, internationally. Non-USA and certain European companies are experiencing severe regulatory issues, as well as margin problems, and appear almost desperate to be a part of the developments in the USA. 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. Principally led by our Managing Director, the Board assesses each opportunity on a case-by-case basis. It should be noted in the majority of instances, the Board takes the view that "they need us more than we need them" and we continue to protect our USA licensed presence as a core asset. We are very aware of the increased consolidation in the industry and the economies of scale of strategic partnerships and will keep shareholders aware of any meaningful strategic developments with the Group, most likely in the USA, but possibly with international partnerships".

Time to keep a close eye on California.....

Good luck, Brighty

Well there was a reason why Sanderson Capital Partners increased its holding in TYM from 3.26% to 10.45% during 2022. We are starting to see the reason why. There is clearly real potential here for a serious re-rate. Some on this BB have been predicting 8p a share (yes 8p). That's a huge multi bag. I tend to agree based on our minuscule Mcap. If the technical cooperation agreement with First Quantum Minerals re TYM's Mukai and Mushima North projects leads to a JV we could see the TYM share absolutely price rocket - AND I mean absolutely rocket. Something is brewing....
Good luck, Brighty

What we as SNG investors should be really excited about is that the company has confirmed that a larger Phase 3 clinical trial is the next step for SNG001. In our sector licencing / takeover deals for small pharmaceutical companies with P2/P3 data often run in to the hundreds of millions of pounds and more recently in to the billions of pounds. R&D and M&A depts of major pharmaceutical companies will know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. This is big news in our sector, both commercially and medically. In summary, which major global pharma will be first to licence SNG001? It looks more and more likely that a licencing deal or a takeover is going to occur rather than SNG going it alone. Good luck, Brighty

Plus we are working with multi billion valued First Quantum Minerals in Zambia. News on this should be forthcoming soon too. Looking interesting here....
Good luck, Brighty

See the Money Week link today re ITV. They are talking about current proposals "putting a rocket under ITV shares" and point out - as we all know - that the free to air element of ITV has hardly any value attributed it by the market. i.e. ITV Studios accounts for 2/3rds of our current valuation. This is clearly madness and the ITV CEO and Chairman really do need to get their investor messaging ramped up and proactively highlight that ITV's advertising revenue increased by £380 million pounds last year to £1.96 billion. This massive figure is being ignored by the market and it really is time for ITV's shy and retiring management to raise its investor relations game. Our minimum share price would and should be over 180p if this was being communicated effectively by the company. Our CEO needs to remember that this is NOT the loss making Guardian but is the highly successful and profitable ITV that she is now at the helm of. Shareholders know the true value of the ITV business and it is time that our board started communicating this persuasively to the market.

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

Good luck, Brighty

Excellent. A further 117k in the Boil bank account with no more warrants to hold the share price back moving forward. All the stars are aligning. We are on the launch pad now ready for news.....
Good luck, Brighty

Yes, more encouraging news from IQE today regarding the supply of epiwafers to AWSC. The key meesaging includes that it is a three-year supply agreement covering epitaxial wafers spanning a range of AWSC's wireless products, including those which enable 4G and 5G mobile handsets and WiFi products. This is hot on the heels of IQE announcing last month its agreement with MICLEDI to develop micro-LEDs for AR products. IQE is looking good for a £1+ share price next year. Good luck, Brighty

Exactly right. N4P operates in a very acquisitive sector where mega licencing and takeover deals happen for small co's (just like N4P). What would N4P's share price be valued at if Eli Lilly or ANother pumped some research cash in or announced a JV? Here's a couple of small cap deals to wet your appetite:

* Last year Sanofi acquired Kymab for an upfront payment of approximately $1.1 billion plus $350 million in milestones.

* This year GSK acquired Sierra Oncology for $1.9 billion

The following information is also worth noting:

* The pharma sector recorded 182 M&A deals worth $30 billion in Q2 2022, a 67% increase in deal value.

https://www.pharmaceutical-technology.com/deals-insights/

For the patient investor N4P looks a compelling share to hold for the medium term.

Good luck, Brighty

Shore Capital has a good reputation in the AIM E&P sector. If they are accumulating then TXP (Touchstone) another of my favourite investments could be in the frame as they work closely with Shore. Also, Union Jack Energy appointed Shore Capital as Joint Broker back in July. I'm expecting a bigger player to do a JV or takeover of BOIL but that Tweet about Shore, if correct, is certainly very very interesting. TXP is very ambitious to grow and Paul Baay its ceo is a smart operator. One to watch. Smoke and mirrors time over the next few weeks and months....
Good luck, Brighty

A superb presentation from BOIL tonight, especially from Andy Butler. By far the best comment of the webinar, however, was the one word answer from our ceo: "YES" to an out right sale. Everything is clearly ready for a takeover or jv. It was pretty obvious from the webinar what the BOIL Bod are planning and expecting next. It was good to see this being articulated by Andy Yeo. i.e. A not so subtle message to the industry big boys that we are ready to do a deal. Have a great evening everyone. Good luck, Brighty

More interesting news today as well for MGC and the sector it operates in. Germany plans to legalise the possession of small amounts of cannabis for recreational use as well as its sale and production. According to news confirmed in Germany today 26th November 2022 - a plan agreed by the cabinet - possession of up to 1oz of cannabis will become legal. Adults will also be allowed to buy cannabis from licenced premises. It looks as though the tide is turning and if the EU agrees to this it could be significant, in the medium - long term for MGC. One to watch. Without a doubt though the rollout Europewide would surely be the moment a big pharma would acquire MGC. Big pharma comanpies won't want to miss this. Good luck, Brighty

Great point regarding Dunrobin especially when you factor in the $325 million paid by Enquest to acquire a stake in Suncor Energy's Golden Eagle prospect in the last year. Our 32% working interest in the Dunrobin and Golspie prospects could be the wild card that people are overlooking with all the Chuditch excitement . I keep saying it but don't rule out news on Dunrobin soon too. We could be over 1p a share soon and much much higher if both Chuditch and Dunrobin pan out with JVs. Good luck, Brighty

World Stroke Day takes place on Oct 29th every year. Will GDR announce more news re our point of care device for stroke management to coincide with this in the next few days?

Major global pharmaceutical companies are going to be very very interested in our stroke device as:

* Globally 1 in 4 adults over the age of 25 will have a stroke in their lifetime.
* The global stroke diagnostic and therapeutic market size is projected to exceed over $65.6 billion USD by 2030.
* 12.2 million people worldwide will have their first stroke this year.
* 6.5 million will die as a result. Over 110 million people in the world have experienced a stroke.

i.e. The global stroke market is massive. Plus we also have two other very attractive propositions:

* GDR MT-RNR1 test for AIHL
* GDR POC COVID-19 test

These 3 products are going to be of significant interest to the R&D & M&A departments of global pharmaceutical companies. The main question to focus on for investors is will it be a licencing deal for 1,2 or 3 or an offer to acquire the entire share capital of GDR that happens first?

Good luck, Brighty

Spot on. When you read the RNS it is pretty clear that Boil is "in talks with multiple potentially interested parties" regarding a farmout and that this process is accelerating now:

"The Company continues to evaluate options to secure further investment for the Chuditch project, including an ongoing farmout process, which is accelerating with the availability of the revised interpretation. The Company remains in talks with multiple potentially interested parties. The combination of the PSC extension, availability of the new reprocessed 3D seismic data, and the external validation of Resources that are to be provided via the CPR will be of significant benefit to this process as we move into 2023".

The fuse has been lit. A JV will see the BOIL share price rocket.

Good luck, Brighty

Agreed. What we also need is more general awareness of TEK. A few lines in IC every 6 months really isn't creating investor hunger for TEK. Cliff and Konrad need to be raising the bar when it comes to our comms. The fact that each company has the potential to become a US$100m+ business in the foreseeable future is excellent - and why many of us are invested here but we need the investment world to know about TEK to really move our share price up to where it belongs, which is considerably higher than it is currently. Come on Cliff and Konrad lets see TEK in the Sunday Times, Financial Times, WSJ, the relevant international trade press etc. TEK has a super story to communicate but at present the company is missing every PR trick in the book to create a sustainable rise in our share price. Good luck, Brighty

Very promising news emanating from MGC via RNS today regarding the clinical proof of the benefits of ArtemiC in relation to Long-COVID. Big pharma will be particularly interested in the following developments:

* The results of the study show a statistically significant improvement in symptoms associated with long-COVID following the treatment, including, Dyspnea, Sleep disorders, Headache, Depression, Pain, Mobility intestinal problem and Mental confusion. The biological markers in the blood tests further proved a reduction of inflammation and enterohepatic involvement, as well as liver reactant proteins.

Another step in the right direction for MGC for a licencing or takeover deal in the future.

Good luck, Brighty

Shell splashing the cash today. They will take a 9.375% in a huge gas field extension offshore Qatar, just announced. Dunrobin or Chuditch next??? ..... The really excellent line in our RNS today is that we are "in talks with multiple potentially interested parties" re a farmout. Which of the majors will bite first? ....Good luck, Brighty

BOIL: "in talks with multiple potentially interested parties"

* Farmout
The Company continues to evaluate options to secure further investment for the Chuditch project, including an ongoing farmout process, which is accelerating with the availability of the revised interpretation. The Company remains in talks with multiple potentially interested parties. The combination of the PSC extension, availability of the new reprocessed 3D seismic data, and the external validation of Resources that are to be provided via the CPR will be of significant benefit to this process as we move into 2023.

Good luck, Brighty