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Reading the RNS they are expecting further contracts to be announced.
I think this will start to move
It is the quality and size of the biopharma companies plus Unilever that stands out. These companies are wanting to work with a minnow because Aptamer have something that has value and potential. They will do due diligence and be satisfied.
It is hard to estimate the cash and funding position and whilst a fund raise cannot be ruled out, each new deal lessens the risk and the size of any raise. Posters like Porky may not be wrong but the company continue to develop a pipeline with impressive customers any of which could successfully lead to bigger orders and revenue.
It is the range of possible applications that mean Aptamer have a pivotal role and great potential for others developing important offerings. I certainly feel more confident than three months ago.
Well put David,
The RNS's yesterday and today are showing that the company is working hard on sales and the pipeline has started converting strongly.
I do believe that they will not require another funding now, as they will start getting cash flows from these agreements.
They also still have a lot in the pipeline, and now some relatively small agreements have been made with some big firms it really does bode well for continued business with them.
A contract for £60k today, may turn into repeat business worth a significant amount more over the next year or two.
I believe we will see more of these RNS over the next few weeks, and hopefully that will see a steady growth in the SP.
There's a long way to recover to the value last year, many traders will stunt the movement as they sell for 10% each mini spike (like yesterday morning), but overall I'd be surprised if we were under 1p this time next month, and with consistent updates I can see this going steadily back up, not sure how high though.
Remember even at 5p the Market cap would only be £23m ish and there's a lot of companies out there with bigger all at higher Mcaps.
Good luck holders.
I think the steady stream of RNSs and comments re pipeline etc seems to indicate that the Co seriously wants to put to rest this whole matter of "insufficient cash"; I reckon that by June end, there will a trading update showing exactly how much cash was burned, cash balance etc that should/might assuage these concerns; IMO
AT tweeted a few weeks ago regarding a ‘material’ announcement that would be forthcoming and got his wrist slapped by the Nomad and put out a ‘Trading statement’ the following morning to ‘update’ the market.
Nothing much has been made of this but again in todays announcement it’s referred to again, ‘material licence fee opportunities’ …..’ and I’m excited to share further information on this in due course’
‘Material’ news is significant in terms of its content as it may affect the price of a stock, either up, or down.
So, excited suggests this ‘material’ news may significantly affect the price of the stock in a positive way.
I too am looking forward to reading about it in due course.
Oh look, someone agrees and just bought 4 million at 0.816p.
Perhaps the MMs have been keeping this stifled to fill that big order.
Would be nice to see us getting over 1p over the next week.
Good luck holders
This was AT’s Tweet from the 10th May.
We still await the “Material’ news, reiterated in the most recent RNS.
My bet is we hear about it next week, and the stock starts a proper re-rate, it was lid be fantastic if it’s a licensing deal that provides significant & steady revenue.
“Depends on people buying and selling. We are doing lots of commercial work, until the ink is wet, we cannot release updates. Individual deals may not be material. Making great headway. Will update ASAP. There is positive news on the way for 'material' and 'non-material deals'.”
2:59 pm · 10 May 2024
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It would be fantastic…..
Mozax, IMO we have already seen some material deals since the lows of February, 2 of these just last week; the SP will rerate soon, I think, as by June end (2024 Y/E) the Mkt will get confirmation that any Placing is far off, if at all needed.
Also, from a technical perspective, the SP has been reaching higher "lows" and as a result, the 20 EMA has crossed the 50 EMA - this is considered bullish and is bound to attract short term traders.
In any case, the easiest way is Up, heading for 1p soon, whereas there is good support around 0.70-0.75.
LTb, with respect, there haven’t been any ‘material’ deals since the tweet.
£465K. Deal.
Pipeline of £1.3M.
This isn’t material, it’s bread & butter.
‘Material’ is big. It affects the Company. It’s significant.
It’s around the corner. Imo.
Mozax, I only go by what the Co calls "material"; for example, back in December they called material this 550k deal;
https://www.lse.co.uk/rns/APTA/material-agreement-with-genetic-medicines-company-3jyfyk3q9xuzyit.html
In any case, for sure there are more deals to come, of small and big sizes but the main one will be the 1st licensing agreement with one of the big Pharmas (brewing for 2-3 years now).
But on the other hand, this one was not called "material", "has signed an agreement with Timser Group, a pharmaceutical company focused on women's health, with a deal value of up to £465,000."
So "material" might imply the prospects - upon success - of something bigger emanating from a particular contract?
Mozax, material is anything over 10% current turnover....
https://docs.londonstockexchange.com/sites/default/files/documents/AIM%20Rules%20for%20Companies%20%2801012021%29_1.pdf
Holding rns - incresed % holding
“Material licence fee opportunities”.
Monthly Recurring revenue on a licence fee would be very welcomed, and we await news on this opportunity “in due course”.
Perhaps SChari increased holdings crossed, and announced today to 6.04% is testament to his confidence in a transitional moment shortly ahead for Aptamar.
Certainly huge upside potential.
S.Chari seems to be adding slowly but steadily, usually after RNSs when he can buy good chunks at tight spreads; each 1% added is 4mln shares. I have a hunch he'll go on adding.
Seems as though this has now churned through, sellers have disappeared & stock has become very tight.
Just await our next update that AT has suggested he’s ‘excited’ to announce ‘in due course’.
A material licence fee opportunity.
Will it be a pivotal moment?
Just imagine the momentum if they get a deal with Unilever.
It may not just be Unilever.
We've been promted a few times about the Liver related work they've been doing.
Have a look at this from 2020:
https://aptamergroup.com/aptamer-group-making-progress-in-2020/
Look at the section they refer to "Small molecule aptamers in press!"
They are discussing the use of their aptamers with imatinib, a liver chemo drug manufactured by Novartis.
3v1 on L2.
Maybe a sell order still holding us back as a few decent buys is rapidly followed by a chunky sell.
Pretty sure our seller must be done soon, this has been held back for quite a while.
A bit more patience only is needed; About 20 trading days left to the Y/E 2024, I am sure we will get another 3-4 RNSs by 30 June.