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TilehurstResearch

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Everything posted by TilehurstResearch

  1. TilehurstResearch

    FYI

    AtMarket and Keith. I have to agree with both of you re NASDAQ. My source has been talking about the US and opening up SBP to investors there for several months. Methinks my source and I may have become too focused on a US listing when in fact, what you say about partnerships/alliances with those Companies who have the large financial resources to move SBP002 to a marketable product is the more logical US investment. Time for me to sit back and watch from the sidelines - the potential for SBP to be "bigger than Ben Hur" remains, and I have faith in the management to achieve the best results in the medium/long term for the shareholders - e.g. fast tracking psoriasis trials to achieve a revenue stream asap? "patience - not patients"
  2. TilehurstResearch

    FYI

    Following is last paragraph of new issue announcement:............... "At the date of the Notice no decision or formal consideration has been made in regards to a capital raising however the directors are aware of the increasing interest in the work of the Company. The Directors do however recognise the need to preserve the capital structure of the Company and to ensure that if any issues do take place they are in the clear interests of the current share and option holders of Solbec." Well I trust SBP will adhere to this! At the last 2 AGM's, after formal busines, Steve Carter was adamant that with the new options in place, there would be no need to raise extra capital in the forseeable future. Current market conditions are very weak overall, and in SBP's case, I feel they have been caught up in the overall sell-down + investors' waiting for clarification of new issue, which so far is only seen as diluting current shareholders' interests. I have emailed Steve Carter re the last point. ( I still feel the new raising will tie in with USA interests and listiung on the NASDAQ). I would add, SBP have allways looked after shareholders to date, and there are still several announcements to be expected in the next 6-8 weeks. Here's hoping anyway as I too am long in the oppies........
  3. TilehurstResearch

    FYI

    Keith, I did say it was an "assumption" so thanks for clarifyiing that it wasn't. Still feel USA buying will come thru. So glad you're an Aussie and not a 'terrorist' calling itself the USA. Have a good rest of the day. TRG
  4. TilehurstResearch

    FYI

    Well it looks like Steve Carter is "selling" the SBP story very well in the USA ??? An undisclosed buyer is picking up the oppies (600k+ so far) at very low prices. the discosed sellers aren't changing so 'someone' is making oppies available for someone to take a decent position. Guess the fully paid volume should leap also by the end of trade friday. The purchaser IMHO is probably from the states but I honestly don't know. Let's hope the buyer wants a stack more and will hopefully pay more of a true market value for them............................
  5. TilehurstResearch

    FYI

    Further to my post of 29/4, I can now say this much. Any sudden price move in the next few days would probably be due to a buyer(s) from the USA, as was the last big purchaser about 3 weeks ago. Not saying this will happen. Steve Carter(MD) and one other director due back from USA about the end of next week. Expect announcements by end of May (I pick by the 19th) on 1 or more of the following: 1]new Director - key to negotiations with USA pharmacutical mnftrs. Not finalised yet. 2]June - Cancer Company 'field day' in the states. SBP will be located opposite Pisvida. 3] Possible news on human trials at SCGH - but perhaps not till June?? They (SBP) know the results will be what is required for Orphan Drug status. 4] listing on NASDAQ 5] investor update on marketing SBP to USA investors 6] Status of negotiations with pharmaceutical manufacturer(s) 7] progress report from Uni WA on research into SBP002's effect on immune system and the feeeling of wellbeing experienced by current and previous access patients Basicaly, a string of announcements starting fom late May. Yes, there is a major lack of buying depth but also, very little sell volume at current prices, but ONE investor in the USA pushed price up strongly 3 weeks ago. Check your charts. same old story; be patient
  6. TilehurstResearch

    FYI

    Current buy/sell market - top 2 buy and sell orders 15.5c 447,000 buy 15c 259,400 buy 16c 35,000 sell 16.5c 60,870 sell Appears most holders are well informed of the big picture, with others adding to or taking a position at 16c if they want any qty at all. Still not a peep from SBP but then again thet don't leak info like some some Companies do. Keep the faith; announcents on 3 fronts due any time. -Trial results to FDA -Agreement with pharmaceutical manufacturer in the states -Listing on NASDAQ I hold the oppies
  7. TilehurstResearch

    FYI

    Ivy, I have been close to Solbec for nearly 2 years now. They are now very tight lipped out of neccesity; the PH1/11a trials at SCGH are a "hands off" situation for Solbec. They cannot approach the doctor running the trials as this could negate them under FDA rules and policies. That being said, I am heading up to Perth this weekend to meet with a large holder of SBP/SBPOA to see if anything at all is being talked about. N.B. Steve Carter + 1 other director are in the States at this very moment. With a very weak ASX today, and the buyers for SBP positioning themselves just below the 16.5c mark, don't be surprised if you see a strong move very soon (days). The last comment is my opinion only and is not supported by any facts from SBP. However, with SBP being muffled, I am reading between the lines. I took another 100k oppies @ 5.6 today. Call me crazy, but hey, I can sleep well with the large package of oppies I have.
  8. TilehurstResearch

    STE

    IN REPLY TO A POST BY cdchi1, Mon 08/03/04 10:24am Hi cdchi1. Thanks for info from Huntleys. I don't subscribe to them so appreciate feedback. Happy with close @ 9.7. Looking very nice for a substantial rise over the next 2-3 weeks and YES, I can see a takeover in the wind. Surely it would be Optus/Singtel considering their close association now with STE. I got in @ 8c with a 3-6 month view on this one. P.S. Keep an eye on SBP Solbec Pharmaceuticals. Plenty of info on their website www.solbec .com.au. Plus read their 'letter to shareholders' released today. Been close to this one for over 18 months and sitting on a very healthy profit from the re-issuing of the options. As a friend of mine said 18 months ago "this is a 1 in 15 year opportunity". He holds around $1.2 million dollars worth now. Some astute Perth investors holding substantial positions. My choice would be the options which you can still pick up for 5.7-6c. Bla bla - do your own research etc etc plus posts on this forum(the-muns etc).
  9. TilehurstResearch

    STE

    IN REPLY TO A POST BY TilehurstResearch, Mon 08/03/04 07:38am STE last 10.5 +1.8c =+20.7%. buy 10.5 sell 11 op9.9 H10.5 low9.4 vol 767,306. Interesting........mmmmmmmmmmmm
  10. TilehurstResearch

    STE

    QUOTE (cdchi1 @ Mon 08/03/04 06:52am)IN REPLY TO A POST BY cdchi1, Mon 08/03/04 06:52am Buy vol outnumbers sell vol 3:1. Should see previous high of 13c breached this time. Story keeps improving; just getting awareness from broader market now IMHO. I hold STE with confidence. Target 17-18c minimum on any good news re sales via Optus etc. Other opportunity could come from a takeover bid by Optus/Singtel. Makes sense to me.
  11. IN REPLY TO A POST BY The_Muns, Fri 28/11/03 06:24pm [READ POST] As promised, but in stages, I have to type it all out by hand.
  12. TilehurstResearch

    STE

    IN REPLY TO A POST BY TilehurstResearch, Mon 19/01/04 08:14pm [READ POST] Well, at least I got the overdue announcement part correct. Looks no no news is good news and good news is bad?? Still see a great deal of upside and the buyers far outnumber the sellers. May take the release of the 3nd qtr financials (hopefully showing close to cash positive) to give this one a kick. I hold a reasonable number; entry price 8c. Well, still no significant action, depite Singtel announcement today on massive increase in revenue. They own Optus so I would expect STE to react shortly, considering the higher than expected Optus new listings, leading to more opportunities for Optus to market STE mobile management system to corporate clients. Do your own research - plenty of hype by STE, with good reason IMHO. Looking for 18c-20c in 4 -6 weeks.
  13. TilehurstResearch

    DES

    IN REPLY TO A POST BY s4rx7, Thu 29/01/04 12:43pm [READ POST] Continued Improvement in Financial Results -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= ** EBITDA profit of $0.053M ** Strong Revenue Growth Continues ** Destra Maintains Lead In Online Music ** Over $1.1 M Cash At Bank ** Operationally Cash Flow Positive in 2Q Destra Corporation Limited (ASX: DES) announced today its 4C Statement for the 2Q ending 31 December 2003 showing cash at bank position of $1.194M; a 65% increase in revenue; leadership in online music and an EBITDA profit of $0.053M Destra is Australia's Second Largest Virtual Hosting Service Provider (OzHosting.com). Their stake in online music includes operating as the sole provider of new music to radio stations via the Internet (MusicPoint.com.au) as well as being Australia's Largest Digital Music Provider (DestraMusic.com) giving it a strong position to capitalise on the emerging online music market. The financial reports for the period ended December 31 2003 show revenues of $3.941M, an increase of 65% from 1H 2002: $2.392M. Earnings Before Interest Tax and Depreciation of $0.053M, an improvement of $0.876M from 1H 2002 and a total loss of ($0.231M) compared with a loss of ($1.332M) in 1H 2002. Aegis Equities have released a research report that provides the marketplace with an evaluation of Destra's opportunity in digital music. Aegis also values Destra at 33 cents. To access the full report, go to http://www.destra.com/research located on the Destra website. ENDS For further Destra media information please contact: Domenic Carosa Chief Executive Officer Destra Corporation Limited (ASX: DES) Mobile: 0411 196 979 Email: dom@destra.com www.destra.com Have to say I like the look of their chart at the moment and the financials as you've noted, are looking v.good. Have been holding since Dec (in @8c) and adding currently as the market gets over the 1:3 consolidation. Many traders hate these actions and I see this as an opportunity to top up. Has the benefit of making holdings tighter and accentuates any price movement, the less shares on issue. Then I'll wait for their PR machine to rev up again. Currently holding: DES SBPOA STE EHO
  14. TilehurstResearch

    STE

    IN REPLY TO A POST BY TilehurstResearchGroup, Mon 19/01/04 02:01am [READ POST] Don't be surprised to see STE have a strong day today following a strong NASDAQ on Friday, (relative to S&P500, DOW) and with a Company update overdue. Like to see price break 16c by mid week which means breaking resistance at 16c. Well, at least I got the overdue announcement part correct. Looks no no news is good news and good news is bad?? Still see a great deal of upside and the buyers far outnumber the sellers. May take the release of the 3nd qtr financials (hopefully showing close to cash positive) to give this one a kick. I hold a reasonable number; entry price 8c.
  15. TilehurstResearch

    STE

    IN REPLY TO A POST BY The_Muns, Thu 15/01/04 07:47pm [READ POST] Well, from my research, they are one of the few worldwide and the only company in Australia to be going down this business plan and software model. With mobile devices being the new productivity gain for company. Monitoring these are going to be priority. With there ongoing clients, helping to smooth out bugs and hopefully the management putting in procedures to cope with the upswing in new customers. If they get it right, this is going to fly this year. Don't be surprised to see STE have a strong day today following a strong NASDAQ on Friday, (relative to S&P500, DOW) and with a Company update overdue. Like to see price break 16c by mid week which means breaking resistance at 16c.
  16. TilehurstResearch

    GTG

    Hi muns. Been very quiet on Asxboard so far, however I have enjoyed the quality of the majority of posters. Appreciate your and others comments about Market Cap of $133 million and asset backing of just $0.03 per share? Market Cap is already very high, IMHO, so it will need some significant news to change the current downtrend.
  17. TilehurstResearch

    FYI

    Thanks Karren for forwarding Huntley Report As follows: N.B. The report is a little out of date as trials are underway in Perth. As I've posted before, a reproduction of the results obtained on the special access patients(less than 4 weeks to live), would be sufficient to move to next stage with FDA approval for Orphan Drug Status, enabling fast tracking of final testing(time frame for this would be 6-8 weeks (yes, that's all). A healthier patient, as is the case in the current trials, would expect to show an even more spectacular result. """""Subject: HUNTLEYS REPORT"""""" > >Highly Promising Cancer Technology >SBP has more than doubled since our spec buy >recommendation when the stock was languishing around 8c in >July. There are a number of reasons for the >move but these can best be summed up as follows. >SBP is now recognised as being purely focused on developing >drugs from naturally occuring molecules for treatment of life >threatening or debilitating diseases. >After a long period of frustrating delays clinical trials are >about to start on melanoma and malignant mesothelioma >paving the way for an investigative new drug application >around mid next year. >A Unique Potential >SBP's BEC drug (now known as SBP002) appears to have a unique mode of >action. The drug is attracted to a >carbohydrate receptor found on all cancer cells tested to date giving >specivity of action against cancer cells . Some >tumours are highlighted as foreign bodies by the drug enabling the body's >immune system to link in with SBP002 to >fight the cancer. To date around 200 different types of cancer have been >assessed against the drug with positive >implications each time. Around 50 special access patients have used the drug >with generally positive results. >A range of potential products has emerged from the research. Apart from the >drug as a cancer treatment, it >should lead to a diagnostic for a range of cancers, has a side impact as a >palliative by controlling production of >interlukin6 in the body (which in turn seems to impact inflammation and >wellbeing) and seems to have a positive >impact on psoriasis. SBP should have a busy time proving up all these >applications. >Finances in good shape >Finances have been improved by selling peripheral activities to focus on >cancer. Cash or liquids exceeds $3.5m and further >funds should flow in sequentially as a result of a cute option issue this >year. The exercise >price of the options is staggered, favouring early conversion. If options >are exercised before September 04 the exercise price is > >12c. If exercised before September 05 the price is 25c and before September >06 the price is 30c. From our perspective quite a >bit of the 04 alternative is likely to flow given the timing of >announcements such as trial progress and relevant applications. >Past activity >Each step of the development path to date has been discussed with the >regulatory authorities such as the FDA (Food and >Drug Administration) in the US, our own TGAas well as the relevant bodies in >the UK and Europe. >We expect expedited approval and orphan drug status for the first two cabs >off the rank in Mesothelioma and >Melanoma.There has been a huge body of work behind the scenes which has kept >momentum proceeding despite >frustrations with lack of progress on human trials. Much of the ex vivo work >on approaching 200 tumours has been >published clearly demonstrating a specicivity of action on tumours over >normal cells and apparently better >effectiveness than traditional cancer products in tested areas. >Much work has also gone into the growth of the raw material from which the >SBP002 is extracted, and on >methods of drug production.There is conclusive proof that SBP002 is not >expensive to manufacture at something >like $100,000 a kilogram. >A likely development scenario would have the drug being finished off by a >local specialist manufacturer and then >distributed through a major at gross sales royalty margins above 10% There >is a real pot of gold at the end of the >development because of the indicated broad spread of products or cancers >which can be targeted. In fact it would >surprise if positions are not built up by any majors given continued >positive results over the next trial phase which >should incorporate phase 1 dosage trials and phase 2a efficacy. >Summary >SBP has come a long way in a hurry despite disappointments over delays in >human trials. SBP002 has indications >of being a platform technology incorporating immunology, diagnostics, >palliatives, psoriasis and a cancer drug. >The company is now adequately funded and about to enter human >clinical trials followed by a likely fast track approval process. In view of >potential market sizes in each of the >prospective cancer products and in the other areas there should be a >substantial increase in market capitalisation on >any significant positive developments.We can only conclude that SBP remains >an attractive speculative situation as the >proving phase for the technology platform continues to unfold. Continue spec >buy recommendation.
  18. If an additional search field, where members could choose to put their post code, would allow us to do a search by postcode and then, within each City/area, members could choose to have asxboard members meetings. This would allow the sharing of books, SW, and basically anything else; including a social evening. In fairness to all, a scribe should post the key points discussed at the "gathering" on asxboard the next morning. Get networking-share knowledge-have a drink and a laugh. thoughts?????
  19. TilehurstResearch

    FYI

    Today's announcement.
  20. TilehurstResearch

    FYI

    CEO (Steve Carter) is responding to my suggestions re more in-depth investor updates. Check today's announcement for the KEY msg i.e. they are well down the path with SBP002 and the timeframes for the remaining trials + FDA orphan drug status, via IND, is basically in place and just waiting for the PH 1 human trial results, due to be released end Feb/early March. Any outstanding results will be released to market as/when they occur. Remember, they have treated many patients through the special access scheme(patient must have had less than 4 weeks to live to receive treatment) and as per announcement, they can confidently expect very positive results. Just replicate previous results as a minimum; keeping in mind that these trial patients are not on their death beds. This is one for all of us to do extremely well from over the 12-24 months. I'm talking about moving the decimal point!! i.e. 16c to become $1.60+ within 6-12 months. NOW IS A GREAT OPPORTUNITY TO TAKE A POSITION AS LITTLE NEWS WILL COME OUT BEFORE END FEB/EARLY MARCH. YOU SHOULD GET THE FPO'S @ 15-16c AND THE OPTIONS AT 5.5-6c. That's what I'll be doing anyway. The information is all on their new website. Have a read. Also read "the-muns" posts on this topic. TRG
  21. TilehurstResearch

    FYI

    I have been speaking to Steve Carter (CEO) last week and strongly suggested they put the "broker/analyst presentation" on their website www.solbec.com.au. He'a done it! Only feature missing is the photo's I saw at the AGM presentation(seen many more pics in private meetings). Still, they were fairly graphic and vomitting on your keyboard is not a good move............ For those who feel the risk with new drugs is too high, have a good read of the presentation. You will be pleasantly surprised. Go to website, click on investor information and then presentations. Be interested to get your feedback. Yes, I certainly hold SBP/SBPOA
  22. TilehurstResearch

    MSP

    Buy volume increasing to far exceed sellers. Still finishing off research report, but suggest you check their announcements +one fat lady post. Historically been a leak before an announcement. Watch closely. TRG http://www.asxboard.com/html/emoticons/wink.gif
  23. TilehurstResearch

    PEO

    I prefer STE-Stratatel to SWT. Now a strong relationship with Optus, who are owned by Singtel, and they are just moving into a positive cashflow. Less hype and their current activities are progressing faster than forecast. Also, possible t/over target by Singtel. But do your own research - their announcements are regular and concise. p.s. Did you sell the sidecar from the TV series? Hope not....if it's in Oz, but go for a ride sometime????? TRG
  24. Welcome to ME. I am a close associate of The_muns, who's posts and input to "administration" have been high quality and well received by "administration". Myself and 3 associates are fully into Company research to provide us with the information to make well informed investment/trading decisions. My current holdings are: SBP options - Solbec Pharmaceuticals STE FPO - Stratatel BQT FPO - BQT Solutions Over the last 20+ years I have established a broad group of contacts within various Companies and investors in Western Australia. I look forward to sharing our research with you all (not interested in hotcopper due to poor general quality of posts) and look forward to the 'intelligent asxboard members' sharing their information with me. May your trades/investments be profitable and your stress minimal. TRG
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