Member Info for dgbell7

https://www.youtube.com/watch?v=LQjtIlyNMrA

Thanks wiltshireman , my investments are what I live on so I try to work them hard . My best day ever was last year when SNG went up about 7 fold in a day and I doubt that I will ever see anything like that again! Stout correctly pointed out below that we are actually at 30M market cap and that still leaves us plenty of head room for growth. For years I had my mind closed to mining and drilling companies but I now find probably about 70% of my portfolio is in this sector. I am very confident in GGP being a rock solid investment but I expect to make a lot more money here frankly. You can’t beat regular , positive news flow and I am very hopeful that’s what we will see here. Anyway best of luck to all of us.

That 15k purchasewas myself wiltshireman in my sipp plus I made other smaller top up’s made in my Isa, my wife’s Isa etc. This is now my second biggest holding , after GGP. I missed out buying GGP when it was dirt cheap only getting involved from 8p up and I am not going to make the same mistake here. I think we are going to have a very good news flow as we have so many projects on the go and I think 1 or 2 of them really taking off will propel us significantly higher. I was convinced of the bull case here after listening to the interview Paul Johnson gave and if you’ve not listened to it I’d highly recommend it. I intend to keep adding here as funds become available when profits mature elsewhere and think this is a very exciting prospect indeed. With a market cap of only around 20M there is loads of room to multi bag here imo.

My thoughts;
1. Already priced in . It has rallied a long way from the low of 70 odd pence. If results had been poor no doubt it would have fallen badly.
2. COVID treatments aren’t particularly exciting the market. Since vaccines have been shown to work there is definitely not the same buzz about treatment plays. This is the only COVID play I am currently in and I am here as I wanted Stem shares and I like the look of the rest of the product stream. Plus this is very early days in terms of getting a potential treatment to market.
3. Market manipulation. This gets a lot of publicity here. Does market manipulation happen in general , no doubt but if there is a strong buying demand it won’t get very far.
I am not selling up at these prices, I am sitting on my hands with confidence due to the many irons in the fire TILS has. Patience is required, as it usually is in the markets.

I was impressed with the interview Paul Johnson gave recently and I like the way they have a spread of projects. It only takes one or two to really take off and this will be multi bagging imo. I topped up this morning and if the price remains depressed will continue to do so as funds become available from profit taking elsewhere.

Bamps21 that is such a fantastic summary I have screen shot it to be able to refer back to easily. I don’t care how low the price goes here as it will be short term imo. Fundamentals are like holding a cork under water, at some point the cork will bob back up I don’t think there’s a better play on fundamentals at a value price anywhere on the UK stock exchange at present. I am delighted to be topping up at these prices.

I have no idea if there is market manipulation going on but certainly weak holders are being flushed out. What is clear to me is that this is a golden, and somewhat unexpected , opportunity to top up at mid 20 prices and that’s exactly what I have been doing this morning. Frankly this is when you make money as a PI imo , back your judgement, take a medium term view and swim against the current tide of sentiment based on your view of fundamentals.

I’d be interested in other views as to what extent we are becoming a quasi YOP tracker. Yes we have many, many interesting investments but undoubtedly we have started to motor since the DeFi investment. It looks to me as if around 50% of our current value could be linked to DeFi. I now keep an eye on the price of YOP. Most of the profit in these type of multi investments comes from a small number of outstanding winners, possibly DeFi could be one such as it’s already done well for us in a short time.

Very positive news and the target sounds like a Company I would like to stay invested in medium term.

I was in SNG the day their trial dropped and the price went up about 8 fold. What kind of rise could we expect here if the news is good? It depends I suppose on just how good it is but I think it could easily go to £3 to £4 . I have to say I came right out of all COVID shares after the sharp dip on vaccine Monday but I held on to Tils as it has many other irons in the fire. I got bit with the run up to the Accustem split as I’d double my holding expecting a rally not a decline before the split but I’ve held on to the heap and added a bit. My target price is £3.50 and I would plan on taking something off the table around then but run most as there is a good pipeline of other products. Incidentally I thought SNG would also rally as it approached the date for its trial results and it fell, you have to have the courage of your conviction I think, be prepared to hold and even top up when others are selling. Anyway good luck to all holders for next week.
P.S. where are my Accustem shares ??

My first post here but I’ve been in from about 8p. I topped up considerably at around 25p and am very confident medium term let alone long term. Buy when it’s cheap and hold your nerve imo.

https://seekingalpha.com/article/4399694-tiziana-life-sciences-tlsa-investor-presentation-slideshow?mail_subject=tlsa-tiziana-life-sciences-tlsa-investor-presentation-slideshow&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha

Yes, I had top sliced a couple of times in the last week or so and have this morning bought all back and some more , which I don’t usually do , but I am getting very interested in the potential here. I should also add I am a complete crypto sceptic but it does look like PIRI are really on a roll . I can see possibilities of multi bags from here and am prepared to take the risks.

I decided to try my hand at calculating the nav.
Open to correction if I have it wrong!
I have only calculated it on the basis of the value of GGP, haven’t valued the other bits and pieces.
Number of shares in issue 57,573,986. I’ve taken that from the RNS 14/7/20.
Current value of GGP 36.5p .
Number of shares held in GGP 82 million.
Value of GGP holding £29,930,000.
NAV per share (based solely on GGP) 51.9 p.
Current sale price of SVE 26p.
Discount is therefore 50% , and a bit more taking into account the other holdings.
This is a long term hold for me, as is GGP itself.
Exciting prospects for us for next year and we’ll done the BOD’s here.

Got caught at top ups 9.5/10 myself. Sometimes it goes the other way and can explode. I thought the news deserved better and makes me wonder if there’s a placement in the air. Anyway give it a month or so and I expect we will be well above these levels.

Fantastic news here. Topped up heavily this morning.

I’ve been topping up this morning. A very exciting opportunity here imo if , as I do, you think GGP has a lot more legs left .

Thanks Phoebus , as long as you can cope with the sometimes wild swings on price I don’t think there’s anywhere better to make money than with small emerging companies with great futures . Look forward to following this board .

Many thanks JiMiH that’s very helpful. Undoubtedly the spread is off-putting but unfortunately not unusual for Companies of this size. Even with the spread it’s still a massive discount.

Bought in this morning a starter position after looking at a lot of Companies in my favourite zone ( under 20M market cap and strong growth over 6 months). This seems a very promising situation. Always good to be in at relatively early days I think as so much more more for multi-bagging.