Member Info for cf456

"All of this leads me to believe that 2019 could be not only copper’s year but also copper miners’ year."

https://www.forbes.com/sites/greatspeculations/2019/02/19/will-2019-be-the-year-of-king-copper

Liberum Capital upping its target price for the shares today. A significant uplift as well. From 80p to 116p. Target now more than 2x the current share price.

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"Liberum Capital today reaffirms its buy investment rating on Shield Therapeutics Plc (LON:STX) and raised its price target to 116p (from 80p)."

https://www.sharesmagazine.co.uk/news/market/6317926/Broker-Forecast-Liberum-Capital-issues-a-broker-note-on-Shield-Therapeutics-Plc

Nice delayed buy after the close there. £45k worth.

850652 @ 5.31

https://www.vrfocus.com/2019/02/dirt-rally-2-0-could-become-the-best-vr-racing-experience-of-2019/

"We're excited about the launch of @dirtgame from @Codemasters on the 26/02! Check out their new TV ad here and if you want to advertise in the game get in touch ????? https://www.youtube.com/watch?v=DVlV2iSZVMw … #bids #dirtrally #MondayMotivation"

https://twitter.com/bidstack/status/1097431873431764994

Nice delayed buy there.

893k @ 5.4p from 8:30

https://www.ft.com/content/2e1ab4bc-2f7c-11e9-8744-e7016697f225

https://www.heraldscotland.com/business_hq/17428461.london-based-oil-and-gas-independent-makes-progress-off-scotland

https://cube.investments/arc-minerals-patience-pays-off-arcm

"#RRE Excellent news today! Ross & Blake Field extended! From 2024 to 2029! 4.2 MMboe reserve! Broker note guidance blake/ross adding 500p to RENAV"

https://twitter.com/aim_gravy/status/1095251026435891200

Avacta Group - 2019 Is all about Milestones and Commercial Deals

https://vimeo.com/315676467

"Confirmation that Moderna has exercised its option to enter into exclusive licence agreements for selected therapeutic Affimer candidates for clinical development is very positive for AVCT. It is a strong indication that AVCT delivers Affimers with activity against Moderna’s targets to an extent that they are worthy of making a considerable investment in clinical trials."

"Moreover, a number of major pharma/biotech companies are nearing the end of a significant period of validation of Affimers against their specific targets, and it is likely that more deals will be announced in 2019."

"Investment summary: AVCT has made considerable progress towards its goal of having a number of commercial partnerships for its Affimer technology, as well as developing its own proprietary Affimer-based drugs and growing a separate, profitable reagents business.

The rising number of collaboration deals being discussed and signed is clear indication of the long-term value of its Affimer technology, which the market is currently only just beginning to recognise."

https://www.hardmanandco.com/wp-content/uploads/2019/02/AVCT-Moderna-06-February-2019-1.pdf

"Arc Minerals is still tremendously exciting. In fact the newsflow seems to be better and better....so I think that's a stock that's really going to have a good year." - John Meyer

Although the main excitement this year is with the US FDA decision in July which Peel Hunt reckon is worth a whopping extra 85p on top of the share price, there is also scope for a major re-rating on the back of Shield breaking into the Asian markets.

Discussions are already underway and the CEO certainly seems excited about the opportunity here in his recent interview:

"And the Chinese government themselves have made a clear statement that they want national healthcare, so I think for prescription pharmaceuticals this is an enormous opporunity and we're very excited by the level of interest that we've seen in Feraccru in those Asian markets."

https://audioboom.com/posts/7153214-united-oil-gas-shield-therapeutics-and-chris-bailey - from 26:28

So in terms of the "simple product, large market" comment, the market for Feraccru could expand significantly this year if the company cracks Asia and the US.

Quite the RNS yesterday. Not often you get such bullish language. Certainly bodes well.

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"extremely exciting"

"exceeded all our expectations"

"approached by some very large industry players"

"potential game changer for Arc Minerals"

https://investegate.co.uk/arc-minerals-limited--arcm-/rns/significant-new-targets-discovered-at-zamsort/201902040700049057O/

...has a sizeable chunk of these.

https://twitter.com/barondaytrading/status/1090151593427783680

He bought into RPT at 5p and it's now 50p, so if JKX follows the same path....

"This is a hugely positive outcome for Avacta. It not only demonstrates Avacta’s ability to generate a series of effective Affimers to a chosen target, which are likely to have undergone extensive preclinical testing by Moderna, but it also provides further external pharma validation and endorsement of the technology."

"The original research collaboration (May 2015), stipulated that Moderna had the option to enter into exclusive license agreements for selected therapeutic Affimer candidates for clinical development and in each case Avacta would be entitled to milestone payments, the total value of which could reach several tens of millions of dollars."

finnCap increased target to 125p to reflect the incremental value of the deal.

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"This therapeutic licence builds on the deal with LG Chem, ($300m “bio-dollars” plus royalties). It illustrates the clear progress that has been made underpinned by increasing amounts of preclinical data and therefore platform value, and is reflected in our increase in target price to 125p."

https://www.avacta.com/sites/default/files/resource/Avacta%20MN%20040219.pdf

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The share price has to multiply 2.7x from the current 46.5p mid to get to finnCap's increased target.