Member Info for BOJO2020

https://www.lse.co.uk/rns/AGL/study-highlights-superior-performance-of-parsortix-qki1yaum1aovxyd.html

It’s worth remembering that Uk/European Biotechs don’t get the same backing as their peers in the US. Just a cultural thing it seems. Once this has FDA approval that could well be the green light for a US muscle investor such as Redmile or Mount Sinai to get on board. What I mean is that we don’t just have to sell out. As others have stated, this is just the beginning…

Last post was an article from Interactive **

ISA Investing Best and Worst AIM Shares Since 2013 It's been eight years since investors could first put AIM shares in their Isa. Here are the best and worst performing shares since then
James Gard5 August, 2021 | 8:56AM Facebook TwitterLinkedInFont-Size
arrows pointing left and right
Eight years ago this week investors were allowed to put Alternative Investment Market (AIM) shares into their Isas for the first time. AIM, often called the junior stock market, is home to a number of household names such as Jet2 Holidays and Asos, but it is more typically a place for fledgling companies to list. That means there is great potential for gains among up-and-coming businesses, but also the risk of significant share price falls.

So how have investors who added AIM shares to their Isas fared? Here are the top and bottom performers since 2013.
Top Performing AIM Stocks
The top five best performing AIM shares have produced some staggering gains in the period, according to Morningstar Direct data. Competition website Best of the Best (BOTB), which offers dream cars in a weekly lottery, is the winner since 2013, with an incredible gain of 7,130%. For comparison, the FTSE AIM All-Share Index is up 73% over the same period. That means if you’d put £100 in the company’s shares in August 2013, your holding would be worth a staggering £713,000.
AIM has plenty of natural resources companies too, so it’s no surprise to see two miners in the top five best performers. Gold miner Greatland Gold (GGP) is the next biggest winner with a rise of 6,300% in the period, while platinum and gold producer Eurasia Mining (EUA) can also boast a 3,650% return. A booming gold price since the start of the pandemic has helped supercharge these companies' gains. Two unrelated industries make it into the elite list, flooring specialist Victoria (VCP) and ESG-focused asset manager Impax (IPX) with gains of 6,312% and 4,190% respectively.

Worst Performing AIM Stocks
At the bottom of the list are five companies whose share prices have fallen by more than 99% over the past eight years, a reminder of the inherent risks in investing in smaller companies. Like the winners, they are a diverse bunch, from fertility diagnostics firm MyHealthChecked (MHC) to digital ad company Bidstack (BIDS). Bidstack has had a turbulent last few years involving a company voluntary arrangement (an alternative to going into administration) in 2017 and a takeover in 2018.
Given the volatility in the energy sector in recent years, it’s unsurprising to find two resources companies in the bottom five, including African oil and gas firm Tower Resources (TRP) and Serinus Energy (SENX), which has operations in Romania and Tunisia. It’s worth pointing out that these companies may be down but they are not out. They are still trading and in some cases have produced positive returns in the year to date: Tower Resources is up 30% in 2021 on the oil recovery, while MyHealthChecked has rocketed 77%. Of course, whe

Well let’s just hope that £1.04 is the new 39p!

Share price in 58’s which is low IMO. May test 50p again and may yet recover. No doubt this is an excellent company with excellent drugs but the addressable market seems low. Any thoughts…

Down one third! Since price consolidation. It could technically be argued that it is discounted @ 40% if one used the original price. Investment case remains the same…

Cheapest I have got Iqai recently (2 months) is 7p. Depends on your platform though as I think Halifax do a commission free day?

Surprised that this has not taken off like Avacta did a year or so ago. However we can be thankful for small mercies as that BB has deteriorated and is not a patch on this or one or two others I could mention. I think the noisy neighbours will arrive soon enough mind and their investments will be more than welcome :-)

Sold BRH along time ago and missed the big rise.

Yes I think a few of people will see IQAI as the next logical step for the reason you have mentioned - TB holding and the small market cap. I think it will make a leap and that may be small or big. Also it doesn’t really matter if the tech even works or is commercialised successfullY - RMS & PARSTEC seem to have proven that potential is enough to generate positive sentiment and profits although most likely not long term.

Yes I am invested in IQAI and think it will do well.

Thanks Hun Sen,

You have a unique ability to see things from a different perspective and that truly is a credit to you. I have learned a lot about perspective and DNL just by reading your posts.

If I can chip in my two penneth, that is to say that the addressable market here is extremely small and hence it will struggle to yield significant turnover yet alone profit whilst current circumstances persist.

Regarding share issuance for senior management, whilst nobody can deny the achievements here which are exceptional, we would do well to remember that any such benefits are subject to income tax and likely high percentages too. Whilst the SP is shall we say bound by circumstances , it is not helped by issuance and the inevitable selling that ensues come the 31st of July as one would presume none of the board have stacks of cash hanging around to pay tax bills. Indeed, this is a common theme for developing companies but a strong SP is key to balance things.

ATB

Yeah re the BMX… doesn’t it want to make you buy a Raleigh Super Burner and start relieving your youth!! Err, thought not! She was brilliant though. Just watched Matt Whitlock -superb again.

Congrats John!

I will go with…

Angle - Hoping for FDA approval soon!
Sclp - Awaiting first dose RNS for COIVIDITY now SA trial approved.
Iqai - been quietly accumulating. With such a tiny market cap, any old rumour could prove fruitful.

Thanks once again 1509 for organising.

Hi Nolupus,

It’s that funny time of the year between July and September when nothing really happens IMO. Last year was the exception.

https://angleplc.com/wp-content/uploads/ANGLE-Presentation-to-Proactive-One2One-Virtual-Forum-20may21.pdf

Slides from the recent presentation showcasing Angle. Interesting read and nice not to have someone talking over it.

https://www.trinitydelta.org/research-notes/cta-approval-confirms-h221-covidity-phase-i-start/

UFO - aka Alien metals did 500% last year
SNG - aka Synairgen did 600% last year
NOVACYT did far far more last year, in fact it’s rise was that big it was nearly incalculable!

SCLP - Massive rise is surely possible. My money split between this and Angle.

Well that’s the rampiest and most pointless post of the day out of the way so back to the facts now :-)

https://youtu.be/Lg0krSrl4Mw

Good to remind ourselves how Diggle and Vulpes became involved. Especially with their recent buying.

Agree Tomph,

Anybody selling on FDA approval would be like selling a euro millions jackpot ticket for £10!

Hello Riseup,

I am still accumulating Angle shares as it is a conviction buy for following reasons.

1. Parsortix is IMO best in class as there is no other way of capturing whole intact circulating tumor cells. Yes there are other systems but they destroy or change CTC's as they trap them so they are next to useless.
2. Angle have set up clinical laboratories in Guildford UK and in the US.
3. Within 3 months of opening the labs they have won 2 contracts. One for $1.8m and one for $440k. These contracts are not related and are with separate pharma companies. The CEO has stated that the first contract ($1.8m) may well lead to repeat custom from that pharma so fingers crossed. If $1.8m is dipping their toe I hope for more!
4. FDA de novo application. Although it was my main reason for investing I now see that it is not the only reason, in fact all the competing liquid biopsy companies (that are multi billion dollar market caps - Abbot - Grail etc) cannot capture live undamaged whole cells - this is a fact regardless of FDA approval and it certainly differentiates Angle and Parsortix from their peers.
5. Angle purchased an outstanding assay platform in 2018 - HyCEAD Ziplex. Whilst I don't know much about it, it appears it will work in conjunction with Parsortix so Angle can use its own assays and add further value. The spotlight is on Parsortix for now and rightly so but I expect to hear a lot more about assays soon.
6. Addressable market - Its cancer so millions per anum just for metastatic breast cancer alone.
7. Although I believe Parsortix will play a critical role in cancer research and monitoring, it is just a machine. A machine that allows incredibly clever people to figure out novel cancer studies and trials. Without Parsortix such work would not be possible.
8. Ovarian cancer study in which Parsortix is central due news in Q3/4.

Any other questions I will be glad to try and answer.

I happen to have a nice little average so my perspective and appetite is based on that so each to their own and DYOR. I will accumulate and hold until the investment case changes.

ATB.