RE: Great news29 Jan 2026 13:27
This undoubtedly is the latest in a series of highly impressive RNSs from APTA. Retaining the IP to their creations, working in collaboration with multiple top-tier pharma companies, getting repeat business with said pharma companies, upfront payments plus recurring high-margin royalty streams.
Everything is progressing very well for what is a very high conviction play for me. Great product, great mgmt. I have zero worries where the share price is heading. 2p by the end of the year is not an outrageous claim.
So "what is holding the sp back?"
Multiple reasons. Firstly, many investors like to judge companies by their bottom lines. HY and FY results are backwards looking, so the high margin recurring royalties are on the horizon but have yet to hit the bottom line.
Secondly, I've been in APTA for a couple of years, since before the massive fundraise/reset/return of Arron. I only had a small holding, but I added massively in the 0.20s and 0.30s. So, at 0.9p, I am sitting on a lot of paper profit. And there are going to be many other investors in a similar situation. There's nothing wrong with taking a profit, so I reckon a fair few of the sells that go through every week are PIs readjusting their portfolio balance.
Thirdly, the UK PI investor mentality is not geared towards life-changing returns. Most make losses, many snatch at small short-term gains instead of properly analysing their investments and being patient.
APTA is my largest holding, and I am not selling at these prices. I am very confident, and I have patience. The board are rewarding my patience with RNSs like they released today. Everything is on track for a hugely successful and profitable company.
PIs see the words "cash runway" in an RNS, and start to panic that there will be an imminent fundraise. It doesn't matter that the runway *currently* extends for another 17 months. Any more RNSs like today's and that cash runway just extends further into the future, until the company is profitable. Imo, APTA will never need to raise capital to "keep the lights on", which are often done at large discounts and highly dilutive. Any fundraises at this point (and I'm not convinced there will be any), will be to fast -track expansion or for M&A. If APTA survives that long as a listed company.
PIs like to think they are clever by selling before fundraises, thinking they will buy back cheaper. But it rarely works out that way with successful companies. That's why the majority of UK PIs lose money on the stock market.
PIs were saying the same thing about the sp being held back in the 0.20s and 0.30s and 0.40s. Why isn't it higher? What's stopping it? Plenty of PIs sold their APTA shares at these prices instead of analysing the situation and being patient.
My only concern about APTA is that it gets bought out before I've achieved life-changing gains!