Member Info for Adastra

Another game-changer in the cupboard! Exciting times indeed, the duckling is becoming a swan, is becoming a golden eagle. Time for £100m MCap it deserves.
https://www.tpgroup.uk.com/news-insights-events/press-releases/2019/tp-group-evolves-its-hydrogen-generation-capability-to-deliver-green-energy-systems/

https://www.stocktube.com/companies/news/903741/synairgen-s-phase-ii-trial-on-lead-copd-drug--progressing-well--903741.html

NOW we are gaining traction; and volume. Long overdue.

An opinion- For Link Asset Management
You are currently handling a 19% holding in Synairgen PLC
They are holding Phase 2 trials on inhaled interferon with huge benefits to NHS if successful.
Astra Zeneca had a vested interested in the initial SNG001 trial for asthma.
Current trial with is for COPD which is a massive burden on NHS and Synairgen inhaled interferon could/probably will be a ground-breaker. There are seldom true blockbuster drugs nowadays. This has all the markings and the trial ends Q1/H1 2020 as it is flu-relevant. Please approach Astra Zeneca with a view to their interest in the holding, it is a massive opportunity at a minimal price with significant upside.
..............interesting

Now lets have the long-overdue sustained rise that this share deserves. As I stated earlier, it's great to see Robbie Burns aka Naked Trader highlighting just how undervalued TPG is given the quality of new contracts signed, cash in bank and visible secure revenue stream out to 2026.

https://www.3dhubs.com/blog/skelex-exoskeletons-manufactured-on-demand/

TP Group is focused on helping organisations to optimise their performance, with consultancy support to transform how they carry out operations and support their personnel. One example of this involves the Skelex 360 non-powered exo-skeleton system, featured on the stand, which has been designed to increase output whilst minimising the risk of ergonomic injuries and reduce fatigue to personnel carrying out manual tasks. TP Group has a partnership agreement with Skelex BV, producers of the exo-skeleton for this purpose.

TP Group are active on so many fronts now. Good contracts; long-term secure and predictable earnings visibity; prudent management and debt-free with 20% MCap cash in the bank. Sound hold and nice to see Naked Trader taking a position here.
https://twitter.com/TPGroupUK

Excellent TT. It seems illogical not to engage with II's who are restricted to divi paying shares at this transitional stage of our growth. Agree with your observations that it's small money compared to the influx of attention it would generate and rapidly expand the institutional following. Price rises in response and that opens many doors and options.

Hi TT. Like yourself I'm also in profit here having invested in Corac and accumulated significant amounts on the upward path from lows several years ago. Whilst the acquisitions have been both prudent and excellent, I have pressed the BoD on numerous occasions to institute a dividend policy for a host of reasons I've outlined previously. Please contact TP and add your comments to either Vigo or preferably phil.curtis@tpgroup.uk.com. I am certain that it would bring a whole new tier of investors on board and quickly achieve Phil Cartmels desire to breach £100m MCap. That would bring a wealth of benefits in respect of scale. Yes we are doing well and critically undervalued, but we would see a step-change in our profile as a growth stock dividend payer.

Any hint of success and Astra Zeneca should be back in like a flash having tried the drug in Asthma (unsuccessfully) and passed it back to Synargen. Small number of shares in free float means M&G's 19% would be snapped up and price then vertical to significant level imo

Hospitalisation...not hospital is action!

The real elephant is SNG001. If it starts to show big significant effects then the trial could be unblinded and the drug fast tracked. Big 'ifs' but the cost of hospital,is action of COPD patients if/when flu arrives seriously is immense. There is no effective treatment out there so SNG interferon by inhalation could be a blockbuster and it looks promising.

Short-term share and graph analysis has little relevance to shares like TP as they are below £500m MCap but the long-term trend is exhibiting all the indicators for an imminent step-change. Given all the positive factors repeatedly mentioned here, the basis for that jump is clearly on strong foundations. I would expect it to be rapid in contrast to the current trading range stasis. With M&G holding almost 20% and other tightly held, even a small increase in interest or action could move it northwards for a new range to be established. Overdue and imminent IMO.

Waiting....................................
Bong.................imminent Pharmaxis deal with SNG LOXL2 triggers upfront payment
Bong.................current SNG001 Inhaled Interferon trial shows significant effect in COPD
Bingo.

Regardless of news [all of which has been positive for a considerable time now], TP falls back to the same trading range which is frustrating for all.There is so much happening behind the scenes yet the price fails to reflect either healthy cash position or outstanding prospects in high-growth, high-barrier-to-entry arenas. BUT........we have consistent buying in as the price retracts to the last fundraise price of 6.5p (currently 6.34p sell). MM's constantly stretch the buy sell spread at this point. As a long term holder with TPG as a core part of my pf I firmly believe that we are approaching an inflection point. The group has an extremely attractive profile post the recent acquisitions with Sapienza being a vital ingredient for exponential expansion in the foreseeable future. Add this aspect to the ten million pounds cash in the bank and excellent visibility from future government and blue-chip defence contracts and there are two divergent paths ahead. One, true value is finally perceived by investors and demand powers the price to a more reflective level [MCap circa 80-100m) OR, the intrinsic value and prospects, which must already be being monitored by suitors, precipitates a bid at the same [or higher] level. Eithger way, I think we are close and patience will have its just reward.

Hi all, cash balance at end June and post purchase of Sapienza was £9m which is just short of 20% of current MCap. Having said that I expect income to be rising substantially on back of contracts signed to date and excellent pipeline ahead.

Sensible value would be 15p now Woodford virtually gone. That's still a huge discount to potential highlighted in many recent forecasts.

Someone has picked up Woodford's bundle as I expected. This off market deal should provide for a nice uplift. Let's hope it's a Pharma....AZN favourite. Whatever the outcome, the drag anchor has now gone. Roll on LOXL deal and SNG001 results.

At least three times current price by Christmas......probably significantly more in 2020 as SNG001 passes primary end-points in COPD. Note- COPD is the single largest cause of hospital 'block' in NHS A&E and there is no effective antiviral for these cases. SNG001 is a potential blockbuster at a time when these are like hen's teeth.