Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I've stopped the research into Sareum and their compounds, bit of a milestones after so many years, I think the compounds will now speak for themselves in clinical trials. Whilst I appreciate all the links, especially Citizen who has certainly taken the baton on, I've just stopped reading them - no offence Citizen.
No research article can change the path we are on with these compounds, IL6 receptor, TYK2 inhibition, JAK-STAT pathway it's all relevent and you'll find information forever more - do we need anymore validation, back in the day we would scramble for this stuff as it was that new in the world of autoimmune treatments it justified spending ~£3-7k tor a million shares. Nowadays I'm quite content that I can sit back and watch this unfold without any further research.
Even when Sareum don't exist as a company I can still follow these compounds through their development and make further investment decisions, as we all can, even if your just getting in now. 2 of the most intelligent people you would ever meet have designed drugs over an 8year period, you've got an opportunity to piggyback on that success - the HNWI's have done so and this is an opportunity you won't get again. I'm a firm believer in, you get out what you put in, but this has gone to a different level now albeit your only a good investor after you've closed a positive position. 7p, cheap as chips. Good weekend to all.
Thoth, you'll need to share to insight into charting when this is all.said and done, I fancy a go at trading for a very part time living. Yes, I'm building up to that book you've previously mentioned. Quite busy this year as you know and now in the middle.of an extension, funny that the roof will.be complete tomorrow, just as the Sareum roof gets blown off.
Regarding buying property abroad, I also bought in Cyprus back in 2007, slightly different views than Silver who sounded like he got sold on empty promises. I think you need to treat it like any investment, hang in there, hold on to it, it will increase in value and you have more options available to you. Take the rough with the smooth and enjoy it as much as you can. Like shares don't sell when it's at a low. I now rent mine out on Airbnb, and managed to get over every year since, even last year.
Don't get sold, DYOR, remember why you bought it in the first place.
Unless the loop hole for the 5mill funding criteria can include warrants not yet issued. It is, after all funding just sitting there.
Everytime they drop the SP like this morning I panic and think to start selling..NAHTTTTTT...
Yes the legal costing had crossed my mind, I think you can agree that this is not the normal way to raise funds. Normally we have a once a year, discounted placing. We are seeing 3 premium placings with HNWI's over a short time.
It's great shareholder value and Tim looks to have grasped the AIM market, we knew it was in him but he's been too busy on the science.
In the past I've always hoped that this was the last placing, now I'm looking forward to more premium placings by the investors.
The chart for Sareum historically is a slow drop over time based on no news being released and then putting all information in the results. This has annoyed the lth in the past.
For the HNWI's to invest they would certainly not be happy with this slow trickle down and I'm sure they could see that pattern previously.
The presentations by Sareum show what news is coming and we've had it confirmed a few times now it's Q3.
The latest million pound drop was a curious one, what exactly is that money for, is it going out as quick as it's coming in.. I hope all is revealed very soon, the AGILE trial is taking longer than anticipated but it could all come as 1 RNS, first patient dosed in trial with partner announced.
We certainly have something here and the new high net worth investors give huge confidence in holding for a while longer.
For a person with severe COVID-19 who requires oxygen, I would definitely give dexamethasone. In someone who has rapidly worsening oxygen requirement and has blood tests that show increased inflammation, I would combine dexamethasone with either an IL-6 blocker or a JAK inhibitor,” he said, adding that no one knows which would be the best option.
“A head-to-head trial would be extraordinarily informative,” Dr. Gandhi said.
https://www.gastroendonews.com/Web-Only/Article/07-21/JAK-Inhibitors-IL-6-Blockers-for-COVID-19/64061
https://www.nature.com/articles/d41586-021-01839-6
More support for tyk2 inhibition across a range of autoimmune conditions.
No hope was correct Ahfam, 2p was a pipedream and 5p was a milestone for slicing for many. Those days have gone and it's purely based on COVID imo. Whilst a "side play" it has almost become the play of dreams. We could have revenues before autoimmune hits a trial. The pressure is well and truly off for this investment, I just hope Tim and John are still working from home and wrapped in bubble wrap.
Busy AGM this year that's for sure with MG1 parked at the front entrance.
Seeing this at 7p still gets me...massive consolidation at these levels, remember the pump and dump crew at 4p,5p, 6p, 7p, looks a little bit different now.
Tempting to drop a few for England final but I think World Cup Hospitality would be a nicer touch.
Onwards and upwards, as always.
Busy board today, read a few comments about people thinking they are late to the party due to the recent rise and advising caution - whilst I understand you may be trying to prevent others making the same mistake you have obviously made in the past, as we all have, if you take more time to read and less time posting you should conclude that you aren't late.
The HNWI isn't thinking he is late, that £260k buyer isn't thinking he is late, us long terms weren't early, you are in my opinion classed as early, we were lucky to stumble upon Sareum many years ago and come to realise that this ain't no oiler or miner or no normal biotech, that knowledge came with research and watching Tim and John build this business, as you have seen we are all happy to share what we have picked up over the years in this highly complex industry, perhaps instead of casting the doubt, if your intentions are legitimate then try harder to understand the science and the position Sareum are in. Many posts and questions can be answered by realising there is more than just this BB to give you comfort in your investment.
Thanks to RMM for the valuation information.
Last point of note for tonight and it's with regard Sareum as a business. Think about this, Airbnb the largest holiday let company owns no houses, Uber the biggest taxi firm owns no taxi's, just eat the biggest takeaway company owns no takeaways...
Sareum the most successful biotech in Europe for SP gains owns no labs...
Tim had this model when Airbnb founder was probably in nappies.
The future is bright for Sareum and its shareholders.
Here's the link I referenced.
https://www.ukri.org/news/appointment-of-indro-mukerjee-as-new-ceo-of-innovate-uk/#:~:text=Appointment%20of%20Indro%20Mukerjee%20as%20new%20CEO%20of%20Innovate%20UK%20%E2%80%93%20UKRI
Mukerjee will take up the post immediately and will be tasked with transitioning Innovate UK from a grant funding body to an agency focused on driving economic growth. It will work with companies to de-risk, enable and support innovation, while unleashing private sector investment into research and development.
As part of this, he will develop and implement strategies for investments that promote the UK as a global leader in research and development (R&D) and technologies of the future. This will help cement the UK’s place as a global science superpower.
The appointment comes at a time when innovation is being recognised as a key driver of the UK’s post-pandemic growth strategy. Innovate UK is set to play a strategically important role in this and build closer connections with industry.
Whilst we know, in words, what our SDC can do against human lung cells, as they say - a picture paints a thousand words, the scientific publication should be enlightening.
Whether or not they can withhold this data I don't know, it was government part funded so they will obviously have the insight but I wonder how close Tim is playing these cards with other interested parties. We know they've been in discussions for a while with large pharma (IMC presentations) but this COVID work should exclude any confidentiality agreement already signed.
After all this is the general health of the world, and the economic impact of an effective treatment is worth more than any pharma could pay for Sareum.
UKRI changed CEO a few months ago and they are looking to back the right businesses under a new strategy from what I remember.
We all know the story that is soon to unfold, as a shareholder who has had his doubts about shareholder value with regards Tim and PR etc etc, at one point we touted an EGM - well we are miles away from that now, Tim knew the value and obviously knew John would deliver - I've trusted in his awkwardness and inability to fluff something up for for the good of the SP, it's taken a while but patience is key when your investing in a sub 20million mcap company - where it spent most of its life. Philosophy is; trade companies, invest in people.
Have a good weekend to all holders, hope England can continue these happy days.
Here's a nice write up
https://www.morningstar.com/articles/1017882/biopharma-companies-with-covid-19-treatments-see-10-billion-market-in-2021
If you look you'll also see VIR-7831 signed an advanced purchase agreement with Singapore.
Agile start within 2weeks, complete within 3month, advance purchase agreements after that.
In the meantime we are looking very very good, partnerships lining up outside times office, he might need security on the door.