Member Info for Brighty1

Exactly and when you factor in that Enquest paid $325 million to acquire a percentage stake in Suncor Energy's 27% stake in Golden Eagle in the last year it really just goes to prove the huge value we are sitting on in the north sea alone, irrespective of Chuditch which is worth considerably much much more. A reminder that we have a 32% working interest in the Dunrobin and Golspie prospects. i.e. this could see our share price soar with rumour of a JV and totally rocket on confirmation. As I've said a few times on here Timor-Leste / Chuditch is clearly THE game changer but don't rule out news on Dunrobin soon too. 1p a share is certainly possible soon but I'm looking at 10p a share as probable during 2023 for BOIL. Good luck, Brighty

BIG rises do happen guys.I invested in Sareum at 0.3 ish (very similar to where the BOIL share price is right now) and it went all the way up to over 8p, when I reduced my holding. A x20+ increase. Same happened wth GGP etc. BOIL is on the launch pad with Dunrobin and Chuditch, no doubt about it. Hopingforbags is right i.e. focus on the mcap as this could be 1p soon and when it's 1p it could be 5-10p over a period of time with the right newsflow. We are already up 85% today. Similar yesterday. Good luck, Brighty

The exciting thing with TOM is that our share price could be back up to where it was when the permit approval for the Utah field test was announced back in July 2019. i.e. over x 10 where we are today. Then it was at 6p. Good luck all TOM investors, Brighty

This will help BOIL also re our Dunrobin North Sea licence. Just announced today:

https://www.lse.co.uk/news/uk-watchdog-advocates-measures-to-boost-north-sea-oil-and-gas-output-7xxvvi69w9lqx1n.html

Good luck, Brighty

More good news from MGC today. The highlights from the RNS include:

* Processing upgrade to Slovenian compounding facility completed, increasing daily production capacity by 200%.

* EU Good Manufacturing Practice (GMP) audit for the Slovenian production facility completed in October, including approval to re-commence production, with formal certification expected in November.

* GMP audit of MGC Pharma's new Maltese GMP production facility has satisfied all key audit requirements , and is expected to be formally certified in early 2023.

* MGC and Sciensus Rare's Supply and Distribution Agreement expanded to include new European markets, and Middle Eastern territories, increasing the potential market for CannEpil® and CogniCann®.

* MGC fast tracks production in order to deliver 50,000 units of ArtemiC™ Rescue to AMC Holdings in a single shipment, with AMC experiencing higher demand that anticipated.

The R&D departments of the big pharma companies will be watching and taking note. They won't want to miss out. A licencing or a takeover deal in due course is the next logical step.

Good luck, Brighty

A GGP style multibag mega rise is looking more and more likely. For those that don't know GGP secured a US$65 million Farm-In Agreement with Newcrest and the share price absolutely rocketed. It went from 0.090p a share to over 30p+ a share. Things look similar here. Dunrobin and Chuditch are huge JV Farm-In opportunties for BOIL and we must be close to attracting a cash rich major operator for both. The global political back drop is also working in our favour.

Our Chairman summed it up perfectly recently when he said: "We believe that Baron is in a strong position to deliver value to shareholders as our two major projects move through key evaluation points at the same time as the oil & gas sector tailwinds of energy security, structural imbalances in LNG, and historically high gas prices are firmly with us. Our strategy remains that of seeking and working up high potential impact exploration and appraisal opportunities at significant equity in proven hydrocarbon basins."

It certainly looks the wait is almost over for Dunrobin and Chuditch to reward BOIL shareholders.

Good luck, Brighty

Yes and with the Sports NFT sector anticipated to multiply by over 35% per year until 2032 from $2.5billion to $41billion MOS shareholders really are in the right place at the right time. Then we’ve got the growing scores business and the quarter of a million pound investment in Gfinity at 1.25p. All of this will be transformative for MOS investors over the next 2-3 years. Good luck, Brighty

Yet more great news from IQE announced today.... RNS Highlights below:

* IQE announces multi-year strategic agreement with global consumer electronics leader

* Multi-year volume supply agreement to begin immediately

* Development of VCSEL technology for next-generation 3D Sensing applications

* Further strengthens IQE's position as a market leader in 3D Sensing

* IQE is pleased to announce the signing of a multi-year strategic agreement with a global consumer electronics leader based in Asia

* Agreement focused on the high-volume production of VCSELs for advanced 3D Sensing applications. The parties are also engaged in joint research and development for next generation sensing technologies and use cases.

Americo Lemos, CEO quote:

"This agreement marks the start of a long-term strategic relationship between two industry leaders. At IQE we have demonstrated our ability to deliver unparalleled levels of innovation, scale and quality over the history of our VCSEL production. To secure this partnership with a consumer electronics company of this calibre, reaffirms our position as the leading global vendor of VCSEL products to the semiconductor industry."

Things are starting to look really encouraging for IQE investors. Don't forget that just 5 years ago IQE was regularly above 120p a share and the share price hit over 160p back in 2017. Demand for IQE's VCSEL products are only going to increase which will have a very positive impact on revenue and profit and consequently our share price. A Fantastic last few months of optimistic commercial announcements from IQE at last. Bring on 2023.....

Good luck, Brighty

I wouldn't expect a 57p bid to be accepted. I'm pretty sure that there were some calculations published a while back showing that the Alliance Family average was approx 118p in BWNG, following the £59.9million averaging down process at circa 57p. I can't see a 56% share holder (Alliance) going for a low ball offer from Mike Ashley & co of half what their investment was bought for? A bid would surely need to be at breakeven or higher to make it worth their while. i.e. 118p a share. Good luck, Brighty

The fact that Ofcom’s annual affordability study stated that around 8 million households in the UK are having problems paying for their pay-TV and streaming bills makes it even more curious why ITV is going to spend so much investing in its new strategy just when consumers are cutting back due to the cost of living crisis. The only upside could be that if consumers ditch their streaming services in favour of going back to traditional terrestial TV for their viewing the advertisers might up their spend with ITV. This could be a win win. However, the Ofcom study makes for grim reading re the current investment plans at ITV when nearly a third (29%) of UK customers are struggling to afford pay-TV and streaming services (the highest level since records began). Link below:

https://www.ofcom.org.uk/news-centre/2022/record-number-of-households-struggle-to-pay-bills

Good luck, Brighty

Yes and follow the money is always a good starter for ten. I like the fact that Sanderson Capital Partners has increased its holding in TYM from 3.26% to 10.45% in 2022 plus that TYM has just announced this month it is now in talks with multi billion operator FQM. Therefore the risk / reward element gets more and more interesting here. Whether will we hit your 8p a share prediction in the short term is anyone's guess but something is brewing.
Good luck, Brighty

It's just ridiculous to be calling for the CEO's departure when the humongous upside of the NFT, scores and £250,000 invested in Gfinity's at 1.25p will all be in the next couple years most likely transformative for MOS shareholders. Sure, if you 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. Good luck, Brighty

More splendid news today re portfolio company Microsalt. Lets hope Cliff and the team can achieve more than just a few lines in Investors Chronicle with all the progress that is happening with the TEK portfolio currently. The lack of investor awareness about TEK is holding our share price back. Key messaging today, which should and could be communicated far and wide, includes:

* This partnership is expected to have a significant impact on both companies, including:

? MicroSalt® and Presty! Foods being positioned as leaders in the low-sodium prepared foods initiative.

? Expanding their customer base around the globe with healthy, lower sodium alternatives.

This partnership marks MicroSalt's entrance into the plate-ready meals market, a new industry segment for the Company.

Market Opportunity

The global ready meals market size was valued at US$138 billion in 2021, and is expected to reach $408 billion by 2031, with a CAGR of 11.9% during the forecast period.

Good luck, Brighty

Lord Alliance and Joshua Alliance spent over £59.9million averaging down their holding in BWNG at the end of 2020. £49,905,248.76 shares at 57p and £10million shares at 57p respectively. The last time I looked they held approx 56% of BWNG. If Mike Ashley is hoping to buy the BWNG business I can't see the Alliance Family wanting paper, they would most likely want cash. The cash exit price therefore as a rough calculation would have to be much higher than the 57p the Alliance family paid to average down their holding to make it of interest to them one would expect. Anyone know what the Alliance average price is these days? I recall several posters / commentators saying they had calculated the Alliance Family average as approx 118p after the 57p averaging down process. What price would be acceptable to the Alliance family and what is Mike Ashley up to here / will we see 118p as a bid are the two big questions? One to watch in the coming weeks and months. Good luck, Brighty

Bearing in mind the stunning combo success SRA737 achieved with Merck, AZ and Eli Lilly it is a bit of a surprise to say the least that the rights for SRA737 are being returned. The positive is that 737 can now be progressed and that the impasse has ended at long last with Sierra. Many on here, including myself, expected it, however, to become GSK737 following the Sierra GSK deal this year. They were clearly buying Momelotinib afterall.....
Good luck, Brighty

Exactly this is another key milestone for the business and the superb news for TXP investors is as Paul Baay has stated many times we have a multi-decade revenue stream with a predictable cash flow and earnings stream for years to come. Fantastic to be a LTH. TXP has come along way from those 20p a share days. Good luck, Brighty

Steve-d, with due respect you hold 1,000 GBP of shares in MOS, according to your post. Mark Barry on the other hand according to the TR-1 RNS today holds 200,000GBP in MOS. He alongside other serious investors have chosen to buy in to the MOS business with rather more than a grand. Your posts about him, the CEO / bod and "the ship going down" are quite derogatory and way off the mark. We are all entitled to our opinions but the reality is MOS operates in a mega growth sector where they are having to raise funds to maximise the opportunities presented to them. I've seen this with many growth AIM stocks, particularly, pharma shares over the last 2 decades and for what it's worth there appears to be huge potential in the medium / long term for MOS for those that are prepared to invest. Sure the risk is there for all to see but it is certainly not as negative as you are portraying. The opportunities for huge growth in both the NFT and data insight and intelligence Streams service could and should create revenue accretion. i.e. one would expect the incremental growth of our assets and earnings due to our expansion and organic growth to have a very positive impact on revenue and profits. You also need to factor in the GFIN investment by MOS on March 14th, which could turn out to be a masterstroke. The £250,000 invested in GFIN by MOS 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. Pls don't take umbrage at these remarks but you have been negatively very vociferous for someone who is considerably less invested than many of us on here. Both sides - as in you and City (Mark Barry) - should be welcome here. I have enjoyed both sides of your respective arguments over the last few months but the ship going down inference and personal digs about other investors and the bod went too far. You might have been right in the short term about a raise but the reality is that the company is doing this for a specific reason - to grow it's business. Good luck, Brighty

You are on my wavelength re GFIN. The upside of MOS subscribing for £250,000 in Gfinity's placing at 1.25p as announced on 14 March 2022 (irrespective of any joint venture) is that at:
2.5p GFIN share price and the MOS investment in GFIN is worth £500,000.
3.75p GFIN share price and the MOS investment in GFIN is worth £750,00
5p GFIN share price and the MOS investment in GFIN is worth £1million
10p GFIN share price and the MOS investment in GFIN is worth £2.5million
20p GFIN share price and the MOS investment in GFIN is worth £5million etc
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.
Good luck, Brighty

Exactly right, this is about confidence in the company being rightfully restored in front of the stock market, clients and Governments . ABDX has issued an RNS today stating precisely that. i.e. the court case was damaging to the "reputation and good standing" of Abingdon and that they can now move forward. Over the next few months we should see a sustained rise in the ABDX share price on the back of contract announcements to 48p-55p a share short term and medium term back to over 100p as confidence returns. Remember the IPO was at 96p a share and BBI was sold for £400 million. The next step should be the share price rebounding to the placing price of 25p. There's lots and lots of scope for a sustained and significant rise in our share price here. The fact that the directors have also being buying shares and have a considerable holding in their company, unlike many other AIM listed plcs, is another key positive investment signal. Good luck, Brighty

The IQE RNS today about the strategic collaboration agreement with SK siltron is further good news re expanding in to Asia. Things are coming together nicely here:

Key points:

* IQE has entered into a strategic collaboration agreement with SK siltron for the development and commercialisation of compound semiconductor products

* Builds upon IQE's strong history of GaN innovation

* Partnership between industry leaders, with focus on growth in Asian markets

Good luck, Brighty