Aptamer Group Share Price (APTA)

Https://www.turnerpope.com/wp-content/uploads/2024/05/Aptamer-Group-plc_28-3-2024_FINAL_BG.pdf

This is from March end (as for non-TP clients, it's released at least 1 month late) but still some useful comments, especially re CFlow:

"...Aptamer stated that in order to achieve a positive EBITDA and cash break even during the year ending 30 June 2025, it was targeting revenue of £3.0 million for current period rising to £6.0 million for the year ending 30 June 2026. While management prudently states that the first revenue target is likely to be missed, it nevertheless remains

possible to exceed this amount in the coming financial year, assuming the Group’s entire advanced pipeline will be

successfully converted along with delivery of all work-in-progress. Subject to change of course, the second revenue

target, along with ambition to achieve cash neutrality during FY2025/26, is now in place. .. this is not altogether unrealistic. Supporting such expectations, it is worth highlighting the extent of repeat business with large pharma partners, which presently includes work for a top 5 company to develop multiple Optimer® binders for different applications and no less than 18 separate contracts from two other top 15 partners. Elsewhere, the Group reports successful progression with Unilever for novel applications in FMCG, while entering a second phase of development with Neuro-Bio for Optimer® binders to enable Alzheimer’s disease lateral flow diagnostics. For the latter two, patent applications are currently being prepared."

..."transitioning of Neuro-Bio’s binders to a LFD development partner before the end of the calendar year";

"While the highly technical nature of such work means that lead times can often be relatively extended, continuing

to develop multiple new product opportunities within its rapidly emerging subsector of next generation affinity

ligands, for which APTA justifiably claims technological leadership, ensures a sticky and not particularly price

sensitive customer base. Breakthrough adoption of any of the Group’s patented novel applications by any of its

major partners could of course be transformative both financially (in terms of downstream licensing revenues) and

industrywide reputation."

Mozax, don't know, it tried to break through 0.90 twice, maybe 3rd time lucky?

Arron sounded bullish in the RNS, for me it was "certainty" of more contracts tb signed by June end; if it does indeed happen, then yes, SP should return to +1p.

Won’t take much to set this alight, sellers have disappeared & it seems stock is tight.

Argyle, they bought in at 0.80...last week SP was 0.63...they paid a 27% premium to last week's SP, NOT a discount; and, most of us here ARE long term investors, hence our points about licensing revenues coming etc, which some others dismiss as "JAM tomorrow".

I have been posting since February that there will be no placing (mainly because there are revenues coming in regularly, at small sums adding up and thus not RNSed) and I have been adding small lots too.

Perhaps there’s a whiff of news regarding something ‘material’.