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Whether the RNS comes next week or the one after, main thing is the great prospects (to be confirmed in 2024); it's also a good time to revisit the Investor presentation for TPope clients - link below:
https://www.turnerpope.com/investor-evenings/webinars/
Next week. Get in cheap. Well done to those already in
MATERIAL AND NON MATERIAL DEALS.
NEXT WEEK THIS IS GOING TO MOVE NICELY IN ANTICIPATION OF THE DEALS.
PEOPLE.MISSED THE TWEET LATE ON A FRIDAY. MK DAY MORNING SCRAMBLE.
Looks like next week.it is then
Sorry, a bit more info - just in case I am right - about the NOVAVAX connection; From Y/E 2023 AFS (i.e. to 30 June 2023):
"· Multiple deals signed with Novavax, a vaccine developer for respiratory diseases, who require Optimer® binders to improve the selectivity of their Quality Control (QC) assays (Nov 2022)"
"Post-period end -- A follow-on deal with a US-based vaccine development company to develop Optimer® binders as QC reagents (Jul 2023)".
So, the relationship will be 2 years by November; NOVAVAX today jumped 120% BTW and now has a mkt cap of USD1.2bln.
5% stake in NOVAVAX", making SANOFI an APTA client!
"In addition, Sanofi will take a minority (
It's very likely that a material RNS is just round the corner; too much - IMO - of a coincidence for such a jump on low volumes. I am wondering whether it's NOVAVAX related? No update for over 1 year;
"Novavax will receive an upfront payment of $500 million...." - would be good if APTA got a contract for 2-3 mln!!
"In addition, Sanofi will take a minority (
Certainly sounds very positive mate.. Lets see.
Nice one SFUp,
"Making great headway. Will update ASAP. There is positive news on the way for 'material' and 'non-material deals'";
Even non-material deals add cash, in small but regular lots, to our bank account.
1.1M buy at 16:00 at 0.724p.
Only 1 MM on .70 left.
Maybe an update next week?
Potential huge upside here.
Well, FWIW, Aptamer may get some "crumbs" from NOVAVAX? This is what we do for them:
"This partnership will involve the development of Optimer® binders to improve the selectivity and enable multiplex analysis of respiratory vaccine QC assays for Novavax."
From March 2023 Interim Results and "Portfolio" on Co Website.
Nice to see blue skies on such modest trading.....Stock getting harder to find as reflected in L2....any decent news will quite probably launch the sp to new heights ......We will know soon....
I don't know if it's partly (far-fetched?) related to today's news of NOVAVAX (one of our Clients) getting into bed with SANOFI in a USD1.2 BLN deal; it might mean a lot more business for us too?
https://ir.novavax.com/press-releases/2024-05-10-Novavax-and-Sanofi-Announce-Co-exclusive-Licensing-Agreement-to-Co-commercialize-COVID-19-Vaccine-and-Develop-Novel-COVID-19-Influenza-Combination-Vaccines
Have a look at L2 ltb......sentiment is changing
All I know, Frdboy, is that each day passing by is a day closer to the next RNS and getting to cash break-even.
Good to see steady decent trade's ltb.....and about time too, as the current worth and significant potential of APTA's portfolio appears to have been ignored by short term traders
Just 400k, at this SP the downside is limited (5-10%) compared to the upside - IMO.
2 more things:; as of July 2023 (almost a year ago), the Co was working on 30 projects (see Note, page 2):
https://www.turnerpope.com/wp-content/uploads/2023/10/Aptamer_Group_plc_20_9_2023_FINAL_BG.02.pdf
More importantly, the Professional Investors who funded 3.6mln during the Placing, didn't do so "blindly", they got a glimpse of why the Co expects cash break-even by July 2025 (otherwise why invest their money?).
In 2-3 months -IMO- the SP will be over 1p and the Placing fears will have been put to rest.
@porky
My logic is 2-fold; firstly, I said "statistically" it's likely and this is based on the portfolio of partners actually increasing over the last few weeks --- https://aptamergroup.com/portfolio/
Secondly, the Co is earning fees-from-services to all these partners (eg Unilever, the Top 15 & 5 Pharma Cos etc), that are not RNSed, but cumulatively they do add up; therefore, the Co WILL NOT need a Placing (we have covered the reasons in previous posts); Cash is enough to Autumn (the earliest), assuming zero Sales henceforth; newsflow since February indicates also that serious Cash generation is not far off - all IMO.
@LTbeliver
So that's your logic for investment. Previous RNS flow means one must be due? Lets hope its a positive one then!!!
Look, based on the diabolical actual delivered revenue results in H1, this really is a binary play now:-
Either they confirm a decent sized order fully paid up fairly imminently to stave off a placing OR they place at discount to raise more cash to give them the required time to deliver. Its that simple. One or the other has to happen.
In the meantime, more fluff RNS reach news releases about jam tomorrow or what could be wont cut it, Investors want to see proven delivery. They are at the stage now where the figures must do the talking. Good luck.
It's on low volume and on no news, so it's just technical consolidation - IMO; we've been getting 2 decent RNSs per month since February, so statistically we are due 2 RNSs in the next 15 trading days or so (to May end); let's be patient.
.. bugger all trading wipes 10% off the sp...
Topped up here too :)