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Astounded to see an MCap of just £8m here!!! With SNG001 approaching a pivotal stage in the treatment of COPD in 2020, A LOXL deal with Pharmaxis triggering payment and one of the biggest banks of respiratory tissue/databases what on earth is going on. Woodfords holding should be attracting top off-market auction price with AZN/Pharmaxis/Inv Trusts/Pharma. This must happen sooner rather than later for multi-bag here. IM astonished O.

Are these not being snapped up by Astra Zeneca? Lots on the table and huge database of respiratory. AZN pulled out of SNG001 asthma trial but COPD is a whole different ball game. Expect Pharmaxis also watching with eagle eyes so expect off market bidding for Woodford's stock IMO. Short term hike well overdue as SNG001 results out in 2020

Being savagely marked down (erroneously IMO) due to Woodford news. I expect a huge imminent reversal on Pharmaxis news or in Q1 2020 for SNG001 result. This is now minimum 6xmultibagger in the making IMO. Crazy undervaluation.

With NO effective flu treatment for the huge number of COPD patients, the coming flu season here in the UK that is certainly arriving from Australia will be pivotal.

Google 'Australian Flu 2019' and then make your own judgement on the current Synairgen Ph2 inhaled interferon trial.

Hi Max, Head Office is in Reading and business support at Farnborough plus numerous facilities (6 other sites).

Cohort CHRT are in the same area geographically as TPG and have 4 times the MCap at £200m. The current shareprice of TP and the fact that it's a near perfect 'fit' for Cohort leaves me astonished that they haven't tabled £75-100m bid for it. Cost synergies and the transformational progress of TP make it a sitting duck with cash, exposure and lucrative long-term contracts. Yep, I know TP can go it alone and is pre-rerate, but the sheer logic of a potential bid is overwhelming at this level. Surely Cohort have done the homework as both companies are very closely based in Reading. Just a real no-brainier IMO as combined would be formidable defence/aerospace/support stock.

Made me smile destitute......40 yrs trading here and so many basic errors along the way but thankfully the plus side still triumphs over the negative. I have core FTSE100/250 holdings nowadays but gems like SNG and TPG will shine through IMO. Fundamentals are strong and downside v limited imo compared to substantial upside in current markets.

https://www.sapienzaconsulting.com/sapienza-consulting-is-the-no-1-company-based-on-measured-performance-and-is-awarded-as-best-in-domainin-eight-esa-frame-contract-efc2-domains/

Given the increasingly positive updates on the Phase2 COPD trial I am amazed at the subdued reactions in the market. I can only assume it's down to Woodford holding 19%. The share should be flying. COPD costs the NHS billions of pounds annually with no effective antiviral stopping hospital admissions. These are the single most common cause of the winter overload seen each year. As simple viral screening has been introduced recently with a one hour turnaround, the tools are there to target virus-positive COPD patients......but.....there is currently no effective treatment. If/when SNG inhaled interferon is shown to work in early to mid 2020, this tightly held debt-free little nugget should fly. Woodford will actually be vindicated on his stance here as this is the equivalent of a minor oil share drilling an elephant oil play but still retaining intrinsic value whatever the outcome......interesting? IMO yep, that's why I am accumulating at this level.

And yet more activity by TPG highlighted yesterday at Space UK
https://www.sapienzaconsulting.com/ai-recruiting-bv-launches-space-defence-and-security-jobs-platform-at-uk-space-conference/
Developing into a very slick streamlined group even without more acquisitions. This is definitely morphing into a hot-stock; how long before the market actually catches on??

Ive read and reread this RNS. Draw your own conclusions but I'll be amazed if SNG001 doesn't show 'significant' benefit in COPD. I'd also go so far as to say that I can see this trial being fast-tracked to ph 3 or quickly bought back or out by AZ. All IMO but RNS is exceptional.

The game changer here has to be selective trial screening for virus positive COPD with new test. I absolutely expect the end points to be met here in April 2020 at latest. Increased patient inclusion bodes well from last trial RNS. AstraZeneca will be the first to jump back in IMO with a takeout price rather than a licensing deal. They handed it back to Synairgen and must be watching closely. Bidding war on any positive outcome as market immense with no effective treatment.

As good a buy signal as you'll get prior to the instos spotting this and the second-hand researchers

This recent publication certainly highlights current research and puts SNG001 in the spotlight. Read page 13 final concluding paragraph....just what Synairgen current clinical trial is doing. Bring on the results.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6602286/bin/pone.0219349.s002.pdf

There are so many indicators of positive momentum and initiatives into SOTA fields across TP Group aligning it to potential explosive growth in AI and tech applications - yet these are not being identified by investment research analysts. When they do catch on to what is happening here, the rerate will be quick.
The recent 9 year exclusivity deal with Batelle Ltd went largely unnoticed and Phil C commented - "This Agreement demonstrates our continued and successful investment in technology development and adoption to deliver the most advanced solutions to our customers whilst also allowing them to select from a range of options to find the one that best suits their long-term operational needs.

"It is part of TP Group's strategy to develop a Centre of Excellence for gas and fluid management systems - specifically arising from our historical strength in CO capture. This Agreement complements our partnership with Micropore Inc. and contributes to the Group's plan to be a trusted provider of a range of compact, high-performance equipment with many applications in the defence, space and global energy sectors."
Then you add in the AI extensions with TP owned Sapienza.........
Hard to understand the current lukewarm investment decisions being made here. The big fund managers have got blinkers on at the moment but it will rerate and rerate disproportionately when the penny finally drops. DYOR here and reap the rewards. 6.75p is way way too low for the underlying potential.

Quite surprised at today's current negative movement in the price given that TPG normally gives a trading update at this time of the year. As repeated on here by other regular posters, I am expecting a continuation of the momentum of business built over the past few years but not yet reflected in the MCap. A review of company statements and work in progress indicates strong order schedules for top grade payers eg MoD, BAe, Siemens, Thales etc plus there is excellent headroom for earnings upgrades from cutting edge work with Sapienza, Westek etc. A deliverable and optimistic forecast is both expected and welcome. Like others on here have already stated, I would dearly like to see Phil Cartmel state that a maiden dividend is a distinct possibility at the year end given continuation of current trading. That single sentence would propel TPG onto a platform of dividend seeking investors and underpin an upward trajectory in value. I live in hope.

I'm happy for TPG to continue with their intensive due diligence and spend wisely. Sapienza is a rapidly growing arena where specialist skill-sets attract a premium price from clients. Westek was also an excellent add-on. RWG has good contracts but probably lower margin and the company is very dependent on the O&G sector as well as refits for MoD. Their last accounts filed at CH show profits fell from c £19m to £16m yet still paid £22m final dividend. I think we would have overpaid for a stake in a company with limited prospects had we gone after RWG; happier with AI and high-tech personally. Better to be prudent with remaining capital till a 'star' attraction succumbs to our increased credentials.

Amidst all the scepticism on here at present I suspect that behind the scenes there is a fervent desire to get Brighton up and running. It will be the flagship that will propel Bigdish forward. Unlike all previous territories, Brighton is iconic and receptive to all innovative moves with his massively young age demographic. Will it work, yep. I'm no teenager but a recent visit to Bournemouth and a prior knowledge of a spirited company about which I knew little inspired me to try it.
Fabulous win,win,win! The restaurant got our custom (which it would not have done otherwise), Bigdish got the bounce and we got a super meal plus we had a couple of bottles of wine (on which the restaurant made a lot more profit than even full priced meals). No brainier......roll on Brighton. Monday is 1st of July and a great opener if I were a gambling man!

Amidst all the scepticism on here at present I suspect that behind the scenes there is a fervent desire to get Brighton up and running. It will be the flagship that will propel Bigdish forward. Unlike all previous territories, Brighton is iconic and receptive to all innovative moves with his massively young age demographic. Will it work, yep. I'm no teenager but a recent visit to Bournemouth and a prior knowledge of a spirited company about which I knew little inspired me to try it.
Fabulous win,win,win! The restaurant got our custom (which it would not have done otherwise), Bigdish got the bounce and we got a super meal plus we had a couple of bottles of wine (on which the restaurant made a lot more profit than even full priced meals). No brainier......roll on Brighton. Monday is 1st of July and a great opener if I were a gambling man!