Member Info for Adastra

There's always time for him to buy more...Just!

For relevance check:
https://www.tpgroupglobal.com/news-events-and-insights/case-studies/local-oxygen-generation-in-the-medical-sector

As I stated before the need for reliable, independent and on-site oxygen supplies is going to be a critical issue moving forward.
Covid 19 has exposed numerous problems with continuity and access of oxygen in intensive care facilities. Maintaining respiratory function is paramount in so many potential illnesses or future pandemics. Another pandemic is 'inevitable' in the future and availability of oxygen at point of use is paramount. Lord Deighton has been tasked with ensuring that facilities across the NHS are able to cope with exceptional demand on all fronts. TPG are actively engaged in applying their atmosphere technology to the problem with a prototype imminent and commercial production capability planned for H2.

So many players will be watching this from the sidelines and weighing up opportunity. TP can happily plough its own furrow but the cash plus IP plus secure forward contracts increasing annually in growth areas really must be compelling to the likes of Qinetiq, Thales, BAe, Cohort and multiple USA teams.

Precisely. L&G have an MCap policy in place on funding investment and, as surprised states, that may well have been the trigger amongst many others. The fact that the sale has yet to initiate a new holding position is of more interest as the MM will not have absorbed such a large amount of stock without a purchaser at the table. I wait with bated breath and the MM can now turn a nice profit.

To believe that TP Group is reliant on defence is a massive error. Forward contracts across the defence spectrum do provide a huge degree of confidence as the IP is virtually unique with huge barriers to entry. The application of those technologies to space, exploration, healthcare, robotics and marine/drone deployment is the avenue to potential exponential growth.

Thanks. The nine year technology agreement signed last year with US company Batelle Inc was a superb move with huge potential in healthcare and alien environments. Together with the AI and LIFT tech within Sapienza, the outlook is excellent. Antsondeck is also a fantastic platform for use across virtually every industry. I seriously believe the sum-of-parts tech is worth multiples of the current £40m MCap.

Well....I'm back in! Invested and posted here frequently as regulars will know. I sold out on 27th Jan having doubled my averaged cost [yes, I had a lot of shares!]. I reinvested in Aviva and Synairgen at £4.01 and 7.5p respectively. I posted over and over again that Synairgen was massively undervalued - right time right place [check my screaming buy on SNG on 27th Jan]. Aviva dropped to £2.30 and is 'recovering' but Synairgen absolutely flew and I baled at 60p for a very decent gain as it was at the forefront for respiratory symptoms of Covid. I've followed TPG throughout and it is now compelling. Right time, right tech, right place. It has shedloads of IP and high-barrier-to-entry tech. The healthcare research that justified my investment in Synairgen at 7.5p now extends to TPG. Talking to numerous healthcare colleagues, one of the highlighted problems was the massive demand for medical oxygen. Huge constraints have been identified on several fronts. One was capacity at secondary healthcare sites [hospitals] where storage capacity was compromised by demand. The second was that many of the integral piped oxygen systems were unable to cope with demand requiring the use of cylinders. These factors play massively into the hands of TP Group who are fast-tracking a stand-alone oxygen generator as a spin-off from their maritime tech division. The prototype is sheduled for completion this month and will be demonstrated with a view to commercialisation in H2. Do the research, read about the tech and then see why I believe that 5p is the floor here. Qinetiq, Cohort, BAe and a number of others will most certainly be seeing the potential here and I expect that L&G shareholding has already been shifted to a savvy outfit or T1/T2 player. TPG not only have the IP they have the services and engineering capabilities. Add in Westek and Sapienza [plus Lift tech holding at 69%] and substantial forward order book and this should fly well above my last exit price of 8p in short order. DYOR........now.....its too cheap imo.

Just how close do you have to be for investors to start to realise the significance on a debt-free established Pharma????

How close do you have to be for investors to realise significance???

When the lid comes off this......it will soar imo. So few shares in circulation. £12M MCap is absurd.

As pointed out on ADVFN, Coronavirus is included in the virus-positive catchment group for treatment in the current SNG001 trial. Check the final paragraph of the July RNS 2019. Generic Coronavirus is not new and is already present so response to inhaled interferon should apply to all viral infections. SNG001 should demonstrate improved immune response in COPD patients towards viral infection.

Are investors finally realising that activist II's may well start a disruptive upswing here.........long overdue.

I think this years AGM will be the catalyst, if sentiment and cooperation doesn't force it sooner.

Agree, but it was an observation rather than a reason. We need an activist II here to shake up the complacency. Patience, it WILL happen.

https://www.businessinsider.com/wuhan-coronavirus-unnecessary-panic-experts-say-2020-1?r=US&IR=T

A shorter lead to pull the dog along......we need a real management kick here from activist II's......come on you ballsy boys.

Finals and divi announcement in one month should see some traction.....

Brief consolidation or straight run up to second leg at 25p, then vertical again with either Pharmaxis deal or (as I expect) early closure of SNG001 following obvious positive responses in COPD double-blind trial and early uncovering. Time will tell but multiple drivers here.

Thanks to PDT on ADVFN
https://www.sciencedirect.com/science/article/pii/S1044532319300065?via%3Dihub