Member Info for David1951c

Saw this article in the Times. Unilever are largest in the world so the co-operation with Apta has major potential. Should be in next week's webinar.https://www.thetimes.com/business-money/entrepreneurs/article/consumers-went-wild-for-our-deodorants-then-unilever-picked-up-the-scent-k29pmtwwc

RNS on IMC presentation says focus is on Ranger but hopefully there is an opportunity to ask key questions on revenue and contract pipeline which is critical to growth. Perhaps they can lay foundations for commercial adoption via partnerships sooner rather than following governemnt agency contracts.

Importantly no capital raise if the expected new business comes to fruition. More specifics on contract pipeline would be informative. Still believe Narf has great potential if government contracts materialise in next 12 months as a showcase for other potential customers.

Thanks. Based on the details and confodence in the presentation, I bought 70k. Will look to build on this in 2025.

VikR - I used to be in FAB but sold a few years ago when SP was much higher. I will re-assess. Apta is by far my largest Biotech investment but I have recently invested in SVNS and Theracryf as I feel the market is at last beginning an upturn. There are a number of other small companies with a decimated share price that may rebound including Shield and Cizzle. Hard to choose!

I was invested in FAB until 3 years ago and sold at a loss when SP was much higher. I am tempted to come back in but still unsure about funding and if there will be another discounted raise on the back of the important progress made. I tried to assess the cash runway but did not come to a conclusion.

I appreciate your deeper knowledge and wonder how you view the possibility of a fund raise.

RNS 1 May 2025 is informmative.

Commenced in May 2025 and presumably will take 15 months or so based on previous announcements. Is there an approximate date for commissioning of the main plant? It is difficult to find the information on the company website.

The pricing methodolgy on AIM is not fit for purpose IMO as it is capable of manipulation with a few sells. On LSE it doesn't help when buys are shown as sells. Just paid .363 for 1m more shown as a sell. Reaching my max 20m. Capxx is doing very well and making up for SP drop here.

News on licensing deals cannot come soon enough to get more positive action. Possibly next week will see the bottom with conditional shares coming to the market. APTA has great potential.

On 4 July the Chairman said licensing deals are imminent so more should be announced soon.

The lack of interest from buyers is strange as I would expect on the back of the fund raise and APTA's progress. The last major announcement with updates on all the areas of business develoment was significant but did not really move the dial although it stopped a SP drop towards the placing price. The Chairman is investing £100k in the conditional placing showing his belief in the company. More NHWI support is needed as the low MCap means institutional investment is unlikely at least until the company has grown significantly. Hopefully APTA and their brokers can persuade HNWIs to come in now the future is more secure than ever.

Where does 85k GEOs for AAZ come from?

I already hold in ACG and THX partly due to lower AISC and higher profit margins. Was looking at AAZ with copper increasing with two new mines in 2025. This should lower AISC. Then therebare ALTN and SRB so five miners which have performed excellently in last 12 months. Which is best?

When the firm placing was announced on 4 July, the chairman stated that licensing deals were imminent. So hopefully there should be more news in July.

The conditional placing shares are due subject to GM on 24 July. It seems likely that HNWIs will participate and hopefully these investors are in for the long term which will give more stability to the SP. The SP has been stable since the firm placing which is a very good sign IMO.

With a cash runway until at least 2027 there are good grounds for optimism as licensing deals should ensure a stady increase in revenue.

Q2 is another excellent qtr and 2025 is looking very good. LoM at Segilola is still unclear and holding SP back. AISC is under $1,000 which is much better than SRB and lower than MTL. Must be one of the lowest AISC anywhere.

Gap in valuation to MTL is hard to fathom. They have great prospects at LA India and forecast annual production of 145,000 oz but that is some way off. THX has great potential too but we have to wait for more information from numerous drilling campaigns and for Douta. Should be much clearer in H2 and THX have revenue to support rapid expansion.

Obviously disappointing short term hit to SP but unsurprising. As stated in RNS "This financial stability will bolster confidence with prospective partners, many of whom require demonstration of a significant current cash balance as a potential manufacturing supplier". Large companies carry out due diligence and need assurance that Apta can meet their obligations.

The potential is huge and requires more patience. I still wish that they would come up with finance that doesn't involve continued discounted dilution.

With the huge potential from many applications and growing relationships with top level companies like AZ and Unilever, it is hard to fathom why there is not more interest in APTA and buying shares. The micro biopharma sector is unloved at present in UK and their track record on successive highly discounted equity fund raising is awful. With all the agreements in place and further agreements under discussion, APTA really need to find innovative ways to raise any further funds to finance current work and to expand more quickly. How about an advance against future royalties of licensing agreements with key customers?

I have built up a good holding over 10m (but still at a loss) because I believe APTA will come good in 6 - 12 month. Two 500k purcahses late yesterday and this morning both come up on LSE as sells so I think it is a good price and time to buy.

CEO selling 1.33m shares at 15.00. Yesterday two PDMR sellers at £18.50. Insider knowledge? - looks questionable as other shareholders take a hit.

In relation to the Mcap of £1.2m this is a massive raise and shows a lot of confidence in the company's prospects. Toe in the water for 500k shares also prompted by the tie up with Aptamer in which I am invested.

Whilst I am bullish on the future for Apta there is still a lingering concern about short term (next 18 months) funding. The cash runway is difficult to assess and it is disappointing that director and senior manager buys are few. If the business case is so strong they should be loading up as you put it.

Anyway added 1m but shown as a sell on LSE.

Yes but there is no (and understandably so) information on possible fee revenue. The share price rise is promising but has been diluted to next to nothing by fund raising and lack of truly meaningful revenue. A further equity fund raise cannot be totally ruled out. I hold 6m shares but I am reluctant to commit more funds until revenue means Apta is in profit.

At C$ 5c and 664m shares the dividend cost is C$ 33m or US$ 24m - only a small part of the anticipated profit in 2025. With further rise in PoG the dividend could easily be increased and still leave a large amount to fund drilling and Douta expansion.

After a limited research in SRB I chose THX as it is more undervalued. A key factor is AISC which looks to be about 30% lower in THX ($1,400) so net profit will be much higher also taking fixed costs into account. SRB currently has LoM of 11 years and likely to increase whereas THX position is less clear but should become longer than last estimated. Both are increasing production and developing more resources. With high PoG both should be good investments.