Member Info for evman27

They're delaying bigger chunks by 2 hours

Rocka off his rocker

Around March 2025- middle June 2025 was very quiet and we were stuck in 6-7p range.

Comms weren't great as you can see from RNS history.

Holders were following the US patent website and got a sniff that things were close before the company commented. It was public information and we 'leaked' it onto LSE, the company was then forced to respond.

We then found out NCI wanted to continue using Optimal after their 2 year free trial. I believe this item is very close...

The board is full of cautious scientists, it seems they're always hesitant to give us stuff until its certain, an approach that is better than false promises with weekly RNSs like you see in other aim pharmas. When you've been following it for a while you start to see there is lots going on in the background.

I've attended the GM in April and AGM in Oct 2025 which increased confidence in my investment and the board.

I'm not making any excuses for the shocking comms, but it is rare to find a gem here on AIM with a competent board. I can just about put up with it when I compare where we sit today to the antibody market and the huge upside I believe is on show here today.

The range is tightening, we have a floor, shares are sticky, very few sellers and still those accumulating.

The right news will lift this.

Let me just say, I agree the company has been useless in talking and all channels seem to have gone quiet.

But something is a foot and having been on the journey for a while now I'm not selling just because it is quiet, connect the dots ffs.

Yes, chart is primed and building coiled momentum ready to explode.

Should start to tighten more before the snap crackle and POP!

Https://x.com/evman271/status/1950476312822571030?s=46

Link for telegram if anyone is interested.

The interest is clearly there with the NCI wanting to use it for more years. It will take time to get approval from NIH for this contract, it's a huge organisation.

The company are annoying about RNSing contracts, there could be loads and if they fall below the 250k threshold we will never know about them.

Just my thoughts but seems like a bad time to sell, we're on the cusp of something big here.

On a sidenote Rocka, are you the telegram chat?

I think we're all annoyed by the lack of news, if you sell up now you'll be even more annoyed when it spikes.

We can't be far away now, I expect a good March and if it takes longer then so be it, we are sitting on a gold mine here, those funds who took the recent placing know that and I'm happy to be as patience as they are for my clear and obvious reward.

Hopefully get some sort of update now in the last week of Feb.

Yet the quietness bodes well for those who don't panic easily.

Two new hires posted on LinkedIN

I'm not completely familar with all the rules either Norn, I just put a few prompts into Chatgpt.

It wasn't able to give me a clear indication if they closed or not, seems to be a bit of gray area...

From Chatgpt,

A transfer to a family member can fall into different categories:

✅ If it is:

A gift or transfer for no consideration

To a connected person (e.g. spouse, civil partner, dependent child, certain trusts)

This is still considered a PDMR (Person Discharging Managerial Responsibilities) transaction under UK MAR and must be notified.

However:

It may not be considered “dealing” in the traditional sense (i.e. buying/selling for value),

In some circumstances, transfers without consideration can be permitted during a close period — but only if the company’s share dealing code allows it and appropriate clearance is obtained.

Don't think we can know for certain if they're in a closed or open period or not based on the recent RNS.

However it's positive Simon wants to keep the shares in the family, maybe he is doing some house keeping before those 200k shares become worth a lot more...

Loving the quotes today guys!

If no news, let's do poetry wednesdays tomorrow.

"It was never my thinking that made the big money for me, it always was sitting... sitting tight" - Jesse Livermore

Small term movements don't bother me when I know what I own.

I like the theory Sean.

We've seen that in this industry there are lot of NDAs so we can never know the whole picture no matter how positive it looks from the outside.

Fusion do set themselves up to be a partner for big pharma, after all they have worked with 8/10 of the worlds biggest pharma companies in the past!

When I was at the AGM, I got a tour of the labs, the scientists working in there told me they were doing work for the NCI, highlighting that 'partner' approach.

Incase you all need a reminder of what Adrian said at the last presentation

“We are now market leader, Optimal is best and first in class at what it does”

“Fusions platform is the best as evidenced by the data in this launch presentation”

“If that means we become more visible, I think it will and therefore more noticed by those considering acquiring companies like ours, well then so be it”

Happy holding!!

Great post GTC and as far as I am aware that is all correct.

Things are turning here now, there are so many reasons to be invested here and I'm expecting the highly geared returns to start taking shape this year.

The future is FAB!

It's looking seriously good now.

Cash in the bank, news to spill, chart primed...

It's always frustrating to see a placing happen but I believe this will be the last one fusion ever has.

Back when the company was struggling they raised at 80% discount, the raise last year and today was at no discount, that counts for something.

As many have said it puts us in a strong negotiating position, hard to get good deals when everyone knows your cash situation is tight.

Since the raise last year the company has moved leaps and bounds, raised at 6.75p and SP hit 20p not long after, I suspect we will see similar here, we should be entering a news rich period too having commercially released Optimal.

It is clear there is a lot of background interest in Fusion and Optimal, at least the buyout offer when it comes won't reflect a struggling company, it puts us in a stronger position to refuse a cheap offer.

I'm still happy with my money here and have been since September 2024, the value on show here today is immense.

Yes I was there too, still holding and have added to my position since then on dips.

It's clear Optimal and Fusion are dangerously undervalued and I feel very relaxed with my money here.