Member Info for David1951c

Now possible to buy at 0.95. Retrace not surprising after major rise.

With such a broad range of applications ,not least the biomarker formally announced this morning, Apta must be on the radar of major biotecs who already have relationships with the company and can evaluate the true potential. With more resources and funding that a major could provide, the benefits could be huge as well as giving a significant competitor advantage across a range of developments. The biomarker alone sounds very promising in terms of efficacy and speed of delivery which has great value.

Even with today's SP rise Apta is only £25m MCap so it must be worth multiples to a large company for which £250m would not be significant. Let's see what the future brings but it may not be too long in the offing.

This is very significant. This is additional to RNS 18 August so assume it is a different major . It says a great deal about the company and what it can do. Still feel it is a tak over target before too long given the breadth and further potential of what Apta can do.

Dilution from warrants may be a gradual nibble but I haven't tried to work out what remain to be exercised and when. As far as I am aware employee share options do not vest until the SP is well over 1p. The management and employees have made some sacrifices on salary to conserve cash and should be rewarded when the company does well.

I have a large (for me) number of shares and I just re-read the more recent RNSs on 4 and 31 July to remind myself of the huge breadth of what Apta have to offer to the biotech industry around the globe. Lots of potential deals in the making and there should be a news flow in the rest of the year with also the Unilever work stream advancing.

The main risk of dilution is a heavily discounted equity fund raising but this seems increasingly unlikely as revenue steadily increases from fee for service and then licencing deals. Because of the breadth of the Apta offering, I feel it is quite possible there will be a take-over bid in the next 12 - 18 months.

This is why I am surprised that a shareholder off loaded 30m shares when there is so much more potentially to come. It has constrained the SP but with imminent deals set to be announced (RNS 4 July) then more good news should not be too far away.

Have held for some time and what really hurts is the failure of the company to actially get one of the projects fully advanced. To realise the huge potential they need to be able to properly monetise the tech. Far too many times we've heard the same story of delay after delay. I have better opportunities elsewhere but believe this will come good as it is needed.

Very impressive and demonstrates the breadth and potential. I am continuously amazed that there is not more interest from investors. The last six weeks have shown higher volumes and some stability. Hopefully the increasing number of enquiries and customers will transalte into meaningful deals and revenue.

Without more specific information, making a decision on selling or buying is a gamble. What is it with this government - they provide a moving unpredictable landscape which is a dog's dinner basis for making important decisions. A real downer as it was for open access for UK's railways recently.

Agree this has huge potential. My concern is a final discounted equity fund raise might be needed to boost their capital base and give them a better negotiating position in discussion with potential partners and customers. Have a chunk invested here so hope not!

H1 EBITA equivalent of about annual £150m against MCap of £300m. Very undervalued and concrete news on extending LoM at Segilola can't come soon enough.

Actual spread is very tight. One of 750k trades is a buy.

I had been a bit disappointed with the lack of new licencing agreements which a month ago were said to be imminent. In the webinar it was mentioned that the agreements take time to negotiate and Apta won't agree terms unless they are right. This suggests they are in a seller's market and can maximise the revenue from the deals. I wish at least one would land soon to support and even increase the current SP.

Even with large increase in SP the MCap is less than £20m so there is huge potential. On AIM many PIs have suffered the large drops in SPs of small bio techs where there is too little institutional support. In some cases PIs have kept them afloat. So now seems the time for PIs to make hay and recoup losses or make good gains. I came back in with 100k shares and believe FAB will make great strides in 2025/26.

There are similar opportunities with low cap bio techs on AIM including SVNS, Apta and THF with also Shield and Scancell.

Just to say I agree Apta are in a good place due to the sheer hard work and sacrifices of the management team and staff getting to a stage where they offer a great deal through the breadth and quality of their tech. I have averaged down to 0.48p and hold a lot of shares, believing that Apta represents one of the best opportunities on AIM.

The history of Apta and funding demonstrates the appalling level of backing from financial institutions and the government for early and mid stage bio techs.

This is from RNS in July 2023. The Issue Price represents a discount of 78.95 per cent. to the closing price per Ordinary Share of 4.75 pence at close of business on 28 July 2023.

I disagree. The dilution on Apta has been huge. Just check the placings over recent years. However, it now seems that the company is well funded and more revenue streams are in train. Licensing deals should be announced soon which should make the situation better and remove the risk of further dilution

Yes - just bought 500k at 0.487 showing as a sell on here.

RNS 4 July referred to this. Was hoping for a further announcement to support and continue the rising SP with confirmation of additional revenue.

If not announced beforehand it will be a question to raise.

It would be helpful if in the webinar Apta talk about this and maybe make a comparison. What I like about Apta is they also have numerous other avenues of development and revenues. The other material difference is MCap which is only £13m compared to £200m. It's why I believe Apta have great prospects and SP potential. I held shares in Avacta for 8 years and hope they make a success of things.

Oberon Investments are Investment Managers and Wealth Planners so presumably buying on behalf of clients. It would also help to have new cornerstone investors as we had before (N. Slater), all taking up the retail sellers and traders discarding smallish holdings, to support the SP level and building a more resilient holding base. MCap should increase to multiples of the present.

Good opportunity for investors to get the latest information and to understand the breadth and quality of what Apta are achieving. Also an opportunity to ask questions of the management team.

With Mcap today of around only £12m, there are numerous ways in which the company can develop their relationships with top bio companies and Unilever, to get to a substantially higher value and SP.