The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Obviously hugely popular event based on it being a total sellout and prices looking expensive, certainly not putting anyone off going
Oxford Nanotech are centre stage at London conference next Wednesday 22nd May so should provide good platform from here.
I think right now the market and players are focused on income shares, ones that reap a dividend for example and growth and innovation companies have been largely forgotten, however I expect that to change very soon once interest rates start to fall and growth companies like Oxford nanopore come strongly into focus, especially with 6th June IPO protection ending.
It's the groundbreaking innovators that will mold the future. The NHS will be driven by the likes of ONT.
https://www.england.nhs.uk/healthcare-science/personalisedmedicine/
Oxford Nano is like early AI in that it is on the cusp of transforming the future. Personalised medicine is here and will explode in the next decade. Oxford Nano is breaking all the moulds as its tech opens the doors. It has the cash and runway. Hold tight as the likes of bioMerieux and other big pharmas eye up how they can get hold of this IP. Interesting times ahead imo.
Anti-takeover protection ends this year and the share price is a quarter of that at IPO in 2021.
Slaughter and May
Devised anti-takeover IPO strategy for Oxford Nano - float price £4.25 per share.
We helped design and implement ONT’s innovative takeover-defence We helped design and implement ONT’s innovative takeover-defence share structure, granting the CEO (or certain replacements, in the event of the CEO no longer being available) voting control of ONT in the event of an undesired takeover or other change of control for three years post-IPO.ements, in the event of the CEO no longer being available) voting control of ONT in the event of an undesired takeover or other change of control for three years post-IPO.
..........the IPO was in 2021......it is now 2024.
Can't believe this is still hovering around this low level when June 6th signals a time that stakebuilding and takeover stakes rise post IPO. Grossly undervalued as recent director buys appear to agree.
Looking interesting. US investors seeing value - or stake building??
Buying increasing, momentum turning very positive imo
Big jump in traded volume on NYSE today...over 535% above 65 day average. Interesting.....it's been around 25% over past 2 weeks.
At our current lowly price, the market values ONT at £983m, but when you factor in they have zero debt and £480m in cash/cash equivalents then the market have a £500m value essentially.
With its cash burn around £70m py, it has a cash runway of about 6-7 years, but expects to be profitable in 2027, with revenues expected to be 6-15% higher this year than last, which was £169.7m in 2023.
Someone is mopping up these cheap shares, next few weeks I'm expecting a continuous rise into the £1.40's region, especially as the June date gets closer
And another whopping uncrossing trade today. That's £0.75m yesterday and £0.88m today. Things are shaping up as the few shorters bail out.
BioMerieux SA and Illumina could both be interested enough to secure control here. That would certainly perk up wider interest. Undervalued significantly imo given huge potential and fact that bioMerieux SA payed twice this price per share for its c 7%.
This little holding could have interesting significance also from June 6th. Very undervalued and ideal tech for big pharma.
I agree directors purchased over half million pounds between them at around £1,28, only 6 weeks back.
I honestly believe this hugely innovative company is at huge risk to be snapped UP by someone like Illumina who are struggling for growth and could view Oxford as future competitor due to their superb portable devices, long read technologies and growing user base.
Don't forget BioMerieux agreed to buy 3.5% at 2.38p last October; and very substantial, recent director buys at £1 below that.
I see a rare historic opportunity at these levels.
Yes I agree. We could see a rapid rise back above 200p as we close in on the 6th June. For those not aware directors will right to veto a takeover so we will be very vulnerable at these prices. BUY
Seems we finally have upward momentum, how it ever was pushed sub £1, I'll never understand, it's no wonder some UK tech companies considering moving to the States to be listed....June 6th is the date when this company loses its IPO protection and can be snapped UP by predators
Nice tidy £0.75m uncrossing trade there.
Deutsche Bank initiates Oxford Nanopore with 'buy' - target 190 pence
£15m dark pool trade yesterday at £0.97. Feels bullish
Excellent piece on YouTube called Illumina vs Oxford Nanopore | Long-read hacking by Bad Genome