Member Info for Apeirogon

Thanks for that! Presumably these guys make the prototype and eventually Polx moves onto a bigger (Philips/GE) manufacturer.

The UK has 77 teaching hospitals and the US has over 1,000. 60-70 units is a fraction of the demand globally.

Who is contracted to build the machines ?

The strategy update talked of 60-70 systems in place by 2028 each doing 10 scans per week. That’s about 34k scans per year. Given that there are 250k Scintigraphy scans per year (a fraction of spiro 15m and CT 10m) the 34k number seems more than achievable.

That would produce about 10m profit per year. Multiple probably 30x for a fast growth business = $300m. Discounted to today at 15% p.a = $ 175m value = £139m.

Bought 75k today at 4.03p

No idea who Madelaine Argy is but good to see ASOS advertising on London Bus Shelters. Hadn’t seen any adverts in a while.

Qube is almost certainly not naked short. They run complex multi-variable strategies. There will be a long on the other side in the form of an index, a total-return swap or an option.

Bloomberg keeps a tab on who is clicking on a company’s news. JMAT’s readership has jumped up for no apparent reason.

Too small for institutional investors; they want minimum revenue and market cap before they will look at it. Retail investors only buy things that are on the up (or try to average on the way down).

There is a stated capital raise coming. Any serious industry investor will get allocated what they want in a negotiation.

So we wait. The move up will happen after they raise and big holders push the business.

Is anyone comparing ITV to Paramount and the $26bn all-cash offer ?

Unibail Westfield is up 78% since Oct 23 . This while sector is getting rerated on the European bourses

It just underlines the fact that assets have buyers at current levels

The Physics may be beyond me but the Patent says its owned by Duke University. Fine, they use Polarean's Xenon equipment so will open up a new commercial avenue for use, but the patent is owned by Duke... no ?

Thanks Monty. Much appreciated. I will take a look at all the points you have raised.

Junk spreads are at their tightest level since Dec ‘21. Not quite as good as investment grade but still a very favourable market for borrowers.

Can one of the bears pipe in here with a fully developed bear case ? I would love to know why this is so crap…

Great find. That is one massive medical institution. It comprises of 6 medical schools.

If there is a time to swoop it’s now. The inventory problems are behind and some focus on rebuilding sales will happen.

When did they announce 26th March and not 9th April ?

At this low price buyers will attract buyers. Human nature to not want to miss out.

Sharecast News) - UK real estate investment trusts (REITs) offer a "compelling" investment opportunity, according to analyst at Morgan Stanley, who said that the sector could soon see a recovery as challenging macro conditions slowly begin to ease.

"As many as seven of the 11 stocks we rate 'overweight' [in the sector] after UK-listed," Morgan Stanley said. These are: British Land, Derwent London, Great Portland Estates, Hammerson, Safestore, Segro and Unite.

This is from Sep 2023. Things take a while to turn around but when interest rates start to fall and the consumer stabilises , these shares will all do well.