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Hi Siennaj, I think your a little pessimistic re Val. Our chances of success are well over 50% I reckon. If your that concerned you could ask JM for an update in Wednesday's Investor meeting?
Now if the BOD could dip into their pockets and buy some shares at multi month lows, that would be a great sign of confidence, not only to LTH but to wider market also.
Thank you SMKR for the research note update.
With all die respect...you sold CRCL then bought again.but then asked if they had enough cash ...same with VAL
VAl have clearly stated they believe the deal will happen based on evidence submitted to VAL as contained in last RNS
So not really sure your thoughts offer any substance
Laura. I think the val 201 deal is pie in the sky now. I don't think val has the expertise to clinch any deal now. They are only 10p. Hood I'm wrong cause I got shares in other but I've totally lost Hooe of any money from Val.
Shows predicted sales for 2023, profit margin down, depends on outcome of dosing tool and Valirix.
https://www.marketscreener.com/quote/stock/PHYSIOMICS-PLC-32526450/financials/
Thanks smkr
So undervalued and significantly has 2yrs+ of cash ( that's not accounting roe potential milestone payments from Val201 deal when VAL finally close the deal with TheoremRx)
We have today put out forecasts for FY June 2023 projecting modest revenue growth of 10%. However, given that Physiomics has just started the current financial year, should the current momentum continue this target could be exceeded. In our opinion, the 54% decline in the share price year to date does not reflect the underlying progress within the business.
The FY 23E revenue multiple now stands at sub 3x which we do not believe is demanding. Physiomics is not commanding the double-digit revenue multiples of Simulations Plus (19.5x 22E), Schrodinger (12.4x 22E) and Certara (10.1x 22E), but given its competitive and differentiated solutions, increasing industry and client interest, Physiomics could significantly outperform in percentage growth terms.
***** = research-tree.com
https://*********************/companies/uk/physiomics-plc/research/hybridan/hybridan-research-physiomics-plc-07-07-22-fy-june-2022-in-line-with-revenue-growth-expected-to-co/14_b96b247d-64e6-4eb4-9666-fd66a192fb02
behind a paywall unfortunately.
Laura have you started policing the board again? Bit odd that you ditched your handle and popped up again under a different username to continue stating things such as "(net cash used I operating activities) is c £40k"
4th May.
Physiomics plc (AIM: PYC), the consultancy using mathematical models to support the development of drug treatment regimens and personalised medicine solutions, is pleased to announce that Dr Cristian Gradinaru has joined its technical team as a Senior PKPD Modeller.
Investor1978
Apr '22
annual net cash outflow a mere £34k for this last year
share4
Apr '22
356k decrease in cash in 1 year
Laura2022
9 Jun '22
The Costs of the operating business (net cash used I operating activities) is c £40k
Trading update
Thu, 7th Jul 2022
During the year the Company made planned investments in the hiring of three new staff members (two technical and the new Head of Business Development) which contributed to net cash outflows of £356k.
Thanks smkr
Is this a new PYC recruitment?
Decent recruiting
https://www.researchgate.net/profile/Cristian-Gradinaru-3
Cristian Gradinaru
AstraZeneca | AZ · Global Medicines Development
iloveshushi, You're making incorrect and possibly foolish sweeping statements. On the 24th of July 2020 I sold at 16.36p. All had been bought at single figures. I've since bought back, largely this year and the last, again in single figures. I am well in profit. As for 85% losing money in shares (never mind 99.99%!) This is plainly wrong as the vast majority of the UK working population are enrolled in pension schemes which have a large proportion of their funds in shares. My own personal Pension und has done very well thank you over the years as has my Company Pension scheme.
I wonder if you have any pension schemes - if so have a look. In addition have a look at the stellar performance of some of the Investment Trust market. Millions of UK holders have had great successes there. Lastly look at the Stocks and Shares ISA market. Again some real tax free money being made.
Good results and some good talented people recruited , what's not to like. May even get my original investment money back at some time in the future , I live in hope.
The truth hurts sometimes?
Is there any companies you DO like Nomlungu
All you seem to do is criticise and post negative posts on multiple discussion boards ?
Which companies DO you rate as a good investment?
Record Revs.
Approaching break even.
Cash runway for 2yrs +
Growing business.
Revenue to market cap only 1:3
What is the point of the company even being listed? Remove regulatory costs and profits would probably double.
Today's update confirms the numbers from March which were record revenues for H1 and H2 which combined amount to £850k and growth signalled by increased spending on new recruitment
And VAL 201 nearing it's belated conclusion (see VAL RNS) plus a growing blue chip client list
Unlike alot of small caps in 2022 PYC has very clear and significant cash run way
Unlike alot of bio techs who've had to come to the market last 3mths
Sushi, so your original comment of no one will make money is incorrect, people have made money.
Next.
1st post from someone who looks like they spend all their time on the THG discussion boards , clearly knows nothing about the comapny
Very odd
kid
Easy to look at a graph and see when and where money could be made and that is hind-sight. 85% of people loose money in shares. Just a fact. I would say that percentages probably goes to 99.99 of people who bought in. So I am sure people will not make money here they have not. (apart from the odd exception.
This is a charity. With more staff cash remaining will soon be exhausted and they will not make cash with extensions. This is a charity and soon or later when they are back for more cash as it is the only place it gets its cash, Shareholders, when Shareholder cotton on that this is going nowhere and refuse, its admin.
Its almost down to the place where it was when it jumped to 16. Now it would not surprise me how many bought at £20.00 (compounded) down 98.72%. No one will make money here as no one has.
Strong Sell.