Member Info for Brighty1

Fantastic Q3 results today. I'm sticking with my prediction of BARC at 225p by the end of this year and 350p within 18 months. Although we could be much higher than 225p by the end of this year judging by the results today. Good luck, Brighty

Bristol Myers Squibb. AstraZeneca, Eli Lilly......and yes Synairgen. SNG in the mix with global pharmaceutical companies in Phase 3. Fantastic news. Good luck, Brighty

Yes, watch this space. We’ve been joining the dots here for quite a while about all the Sareum / GSK links such Dr Finch, Dr Owen, Tim etc. The pressure has been increasing on GSK R&D boss Hal Barron and CEO Emma Walmsley to pacify activist investor Elliot Management’s demands about the GSK pipeline. As we have noted on this forum on a regular basis GSK is certainly an obvious candidate for a big Sareum licencing or takeover deal. Fingers crossed we are getting close to a monster RNS. Good luck, Brighty

Yes, this is going to be very positive for ODX moving forward. The story is also now breaking on SKY News too: The key messaging is: "Lateral flows are more than 80% effective at detecting any level of infection, and likely more than 90% effective at detecting those who are most infectious".

Here's the story:
Scientists say they may know why some lateral flows are coming back negative before people receive positive PCR test results.

This is because it may mean someone is not at "peak transmissible stage" as lateral flow tests (LFTs) pick up when someone is at their most infectious, they claim.

They argued the tests are actually more accurate than previously thought and can't be compared directly to how PCRs work as they work in a different way.

A study in Clinical Epidemiology found the lateral flows are likely more than 80% effective at detecting any level of infection, and likely more than 90% effective at detecting those who are most infectious.

The experts say lateral flows detect material from the surface proteins of the virus and are very likely to give a positive result when someone is infectious.

Whereas PCR tests detect the genetic material which can be present for weeks after someone's no longer infectious.

Professor Michael Mina, from the Harvard School of Public Health, said: "There is a spectrum of infectious amounts of the COVID-19 virus and we show that LFTs are likely to detect cases 90-95% of the time when people are at their most infectious.

"The tests could achieve even 100% sensitivity when viral loads are at their peak and therefore catch nearly everyone who is currently a serious risk to public health.

"It is most likely that if someone's LFT is negative but their PCR is positive then this is because they are not at peak transmissible stage."

Professor Irene Petersen, from University College London's Institute of Epidemiology and Health Care, added: "Previous studies comparing the reliability of lateral flow tests and PCR tests could be potentially misleading because a PCR test is a marker of having been infected at some point within a certain window of time and does not necessarily mean someone is infectious when testing positive."

They concluded the tests are a reliable public health tool in curbing coronavirus from spreading.

https://news.sky.com/story/covid-news-live-minister-blames-the-uks-high-death-toll-on-obesity-as-73-of-local-areas-see-week-on-week-rise-in-infections-12431158?postid=2838386

Good luck, Brighty

Lateral flow tests 'far more effective than previously thought' as scientists explain PCR discrepancy, is the breaking story on SKY News in the last hour. This is going to be very positive for ABDX moving forward.

Here's the story:
Scientists say they may know why some lateral flows are coming back negative before people receive positive PCR test results.

This is because it may mean someone is not at "peak transmissible stage" as lateral flow tests (LFTs) pick up when someone is at their most infectious, they claim.

They argued the tests are actually more accurate than previously thought and can't be compared directly to how PCRs work as they work in a different way.

A study in Clinical Epidemiology found the lateral flows are likely more than 80% effective at detecting any level of infection, and likely more than 90% effective at detecting those who are most infectious.

The experts say lateral flows detect material from the surface proteins of the virus and are very likely to give a positive result when someone is infectious.

Whereas PCR tests detect the genetic material which can be present for weeks after someone's no longer infectious.

Professor Michael Mina, from the Harvard School of Public Health, said: "There is a spectrum of infectious amounts of the COVID-19 virus and we show that LFTs are likely to detect cases 90-95% of the time when people are at their most infectious.

"The tests could achieve even 100% sensitivity when viral loads are at their peak and therefore catch nearly everyone who is currently a serious risk to public health.

"It is most likely that if someone's LFT is negative but their PCR is positive then this is because they are not at peak transmissible stage."

Professor Irene Petersen, from University College London's Institute of Epidemiology and Health Care, added: "Previous studies comparing the reliability of lateral flow tests and PCR tests could be potentially misleading because a PCR test is a marker of having been infected at some point within a certain window of time and does not necessarily mean someone is infectious when testing positive."

They concluded the tests are a reliable public health tool in curbing coronavirus from spreading.

https://news.sky.com/story/covid-news-live-minister-blames-the-uks-high-death-toll-on-obesity-as-73-of-local-areas-see-week-on-week-rise-in-infections-12431158?postid=2838386

Good luck, Brighty

Investors Chronicle this week is well worth a read if you are an investor in TEK or thinking of investing. https://www.investorschronicle.co.uk/ideas/2021/10/11/on-the-hunt-for-hidden-value/
35-50p in the short term and £££'s moving forward.
Good luck, Brighty

Things are hotting up here. See below summary from the RNS today. Plus don't forget that last year Newrange's Pamlico project in Nevada discovered near surface oxide gold mineralization. TYM looks to be an increasingly attractive investment to multi-bag. No surprise why Sanderson Capital Partners acquired a 3.26% stake in TYM earlier this year.

Highlights from the RNS today:
· The second phase of trenching has confirmed and extended the existing discovery;
· Silver and gold mineralisation has now been shown to extend over a strike extent of at least 530m;
· Trench 1 EXT, an extension to trench 1, revealed a zone width of up to 59 metres;
· Grades as high as 595g/t silver (17.35 ounces/ton) and 0.66g/t gold were intersected.
Commenting today, Managing Director Patrick Cullen said: "The results reported today from Pyramid highlight a significant zone of silver mineralisation with a target strike length of at least 530 metres. We have also delineated a zone up to 50 metres thick at surface, with some high-grade silver results and significant complementary gold. North Ruth is an attractive drill target and we look forward to reporting further progress on this exciting discovery."
Good luck, Brighty

i really liked the sentence in the RNS about "driving a GLOBAL regulatory programme". The world wide potential of interferon beta as we know is huge. It was also encouraging to see the comment about "the anticipated conclusion of the Phase III trial for SNG001". Bring it on! Good luck, Brighty

Yes, a cracking article last night in Investors' Chronicle on the hidden value of TEK which in summary says: "Factor in the uplift from Innovative Eyecare, and Tek’s pro-forma NAV is heading towards $67.5m (38p). Buy". It's what many on here have been saying for quite a while. 35-50p in the short term and £££'s moving forward. Well worth a read if you are an investor in TEK or thinking of investing. https://www.investorschronicle.co.uk/ideas/2021/10/11/on-the-hunt-for-hidden-value/
Good luck, Brighty

Interestingly, Citizen et al, this unequivocally supports the SRA737 research by the highly respected Dr Ruth Plummer (which like this latest data was also carried out in Newcastle upon Tyne ) & that was presented on 1 June 2019 at the Annual Meeting of the American Society of Clinical Oncology. It reported positive prelim clinical data from 2 first-in-human Phase 1/2 studies of SRA737, as monotherapy and as SRA737+low dose gemcitabine. Cue a "Sareum Holdings plc (AIM: SAR), the specialist drug development company, notes ... " RNS. Good luck, Brighty

63p to 66p in the next week for TLW looks very likely indeed and I agree on £1 by the start of 2022. The excellent operational and financial progress RNS on July 14th said it loud and clear that TLW is becoming a highly cash generative business and is reducing its debt. The shorters might not like it but for the medium to long term holder this is a hold for serious multibags. Good luck, Brighty

A re-rate in the JUST share price is clearly coming: Net assets per share are 192p with a current share price of 92p. Good luck, Brighty

Webis normally publish results around the 28th -30th November. Next month could get interesting....Good luck, Brighty

It's also worth pointing out that ABDX is currently half its 96p IPO price. Plus ABDX was over 120p a share in January. A 100% re-rate is surely likely up to the mid 90-100p range at least. This month could be very interesting indeed if we do have orders confirmed. Good luck, Brighty

Bargain time as you say. The last set of figures said it all. 28p Nav (0.39$) for the period ending 31 May. Net Assets increased 56% .Profit before tax up massively at US$13.0m compared to H1 2020: US$1.9m. The share price is surely going to catch up to the true value soon. Good luck, Brighty

Yes, back up to February's £1.70+ by the end of 2021 and £2.50 is definitely looking a probability next year. Good luck, Brighty

Quite right and the key take home message for me has been that SNG001 boosts lung defences. This equates to SNG being the perfect treatment for Covid AND influenza. Richard Marsden and Sir Stephen Holgate have been very positive about a real breakthrough for UK science, so watch this space as they say. It's looking good here for the next chapter of the SNG story - and for UK science in particular. Good luck, Brighty

Yes, you are right this key piece of news must be coming any day now. On 30th Sept AVCT stated a 3.5million manufacturing number per month (with a good proportion of that coming ABDX's way). Things are starting to look very positive here. Good luck, Brighty.

These juicy comments from the RNS today certainly grabbed my attention: "Dunrobin is evaluated by Baron to be one of the few remaining targets yet to be drilled in the UK North Sea with estimated gross mean prospective resources of the order of 100 MMbbl (a non-SPE PRMS compliant estimate). The Beatrice field c.20km north of Dunrobin produced over 140 MMbbl from the same petroleum system.

Well costs are expected to be modest at c. £7 million gross as the prospect lies in shallow water of less than 100 metres and the total drilling depth of the well is prognosed to be approximately 660 metres".

It might have taken some time but Dunrobin is starting to look very very interesting for a mega multibag soon for BOIL shareholders. Good luck, Brighty

It's looking very encouraging here now for those that had the patience to stay invested in BWNG. "we re-iterate our previously communicated expectation for adjusted EBITDA to be in the range of £93m to £100m". I'd say that is pretty good news but the really heartening news is this golden nugget: "At the end of FY22 we expect the Group to have a strong unsecured net cash position and at that point the Board will consider the resumption of dividend payments". This is excellent for BWNG investors as the last time BWNG paid a full dividend the SP was in the hundreds ranging from 200p - 350p.

And there's more good news re debt: FY22 year-end net debt is now anticipated to be slightly lower than previously guided, in the range of £270m to £280m.

So in summary, with a medium-term target of 7% product revenue growth per annum and a 14% adjusted EBITDA margin things really are at last starting to look very encouraging. As the CEO says "Achieving these will deliver sustainable returns for shareholders". Bring on 2022 and those dividends and a share price north of 100p for starters.
Good luck, Brighty