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At the sharesoc webinar the CEO pretty much said that the grant alone should propel them to 2.5x their MCAP at the time which is exactly where we are now. That doesn’t add any value to their tech or partnerships. The future is bright the future is FAB!

This gem of a company has been plugging away hard after a downturn and the results of their labour are finally paying off and being recognised by the market is my view! Hats off to them!

Wonder has it been tipped somewhere that we haven’t picked up?

It’s certainly an interesting opinion Neon. I’m not sure I’d agree with it given how emphatic the board were about the grant funding and not needing to raise. Adrian even said they had not factored any grant funding into their plans when they said that so I think they will want to stick to their word if they can

“5. I understand the US National Cancer Institute is currently validating your platform. In the event that this is positive how big is that potential impact on the company.

The NCI is validating our OptiMAL(R) technology, one of several platforms we offer. A positive outcome will result in co-authored peer review publications which would provide as good a piece of marketing collateral as we could wish for. It would not only validate the technology, but also that it can be transferred to another lab, paving the way for licensing deals with big pharma and biotechs. The NCI Lab head running the validation is widely regarded as a key opinion leader in our field.“

These are the big reasons this is on fire…

“ 4. How will the recent grant funding benefit the company and will it help the company win larger contracts and accelerate growth? Will the grant cover you for just new internal projects, or will it extend to existing work including work with clients?

The grant funding allows us to do more R&D at a lower cost. The capital equipment element is provided free to Fusion and so reduces our cost of sales for relevant projects enhancing margins and making us more competitive. This includes some of the higher value projects. So, yes it will help the company to win larger contracts and accelerate growth.”

“ It is intended that the non-dilutive funding available under the Grant will be used by Fusion to cover human resource needs, materials/consumables costs and capital investment. As such the bulk of the non-dilutive funding is likely to be claimed in the earlier period of the Grant and is expected to be paid quarterly in advance against an agreed project plan, which is a further distinct advantage to the consortium members including Fusion. The project is due to start on 1st January 2025.”

Can’t buy a bean at the moment.

Buys showing as sells

From here

https://www.share-talk.com/zaks-traders-cafe-25-small-cap-stocks-for-2025/

Https://www.linkedin.com/posts/nicolas-schmitz-kbi_pharma-2025-ma-activity-pharma-m-activity-7280575012980297728-gqH8?utm_source=share&utm_medium=member_ios

The company in a much stronger position now in terms of proprietary technology and partnerships, they’re leaner and revenues on the increase back to where they were hopefully but with significantly lower costs. In my opinion closest to EBITDA positive we’ve been for a long time and that’s before the news last month of the £55m consortium they’re part of. That’s been described by the CEO as a transformational moment for the company

I believe the MCAP was £47m in October 2020 when the SP was 192.5 with 24m shares in issue

Https://x.com/zakstraderscafe/status/1874782349512396865?s=46

Realisation is setting in of the opportunity here. True value on the way

That’s great for the fact you have no intention of doing so. Feels to me like a big big order being prepped

Great to see. Remember that the CEO said the recent grant was equivalent to a £6m fundraiser for free and should propel through to 10m MCAP based solely on that alone (not forgetting that none of the value of the benefits or their tech is currently priced in)

“ I don't think there is another company that has quite the technologies that Fusion has. We have a number of different offerings most other companies only have maybe one. So we're really well positioned in that regard.

Answering the question how much should it be worth right now, well many times what it is today, multiples of what it is today. it’s clearly undervalued and it has been for quite at some time.

in my opinion the the main reason for this seems to have been the perception that we weren't going to survive.

Well we're still here. Not only that but we're now thriving we’re fitter, we're better than we were before. Alternatively maybe we would survive but we were going to require significant amounts of additional investment and dilute everybody out and probably in this Marketplace at a lower-price.

That is clearly outdated and ill- founded in terms of an assessment. We don't need the money, we have no plans for an investment raise so I think those people have got it wrong and the impact on the share price is wrong and it needs correcting and we need to take that depression that's been on the share price away. I hope that the information that we shared today helps in doing that because clearly we are worth an awful lot more than the market has been suggesting.”

Happy new year! Time for FAB to get back to where it deserves to be much higher. I’m reminded of the CEOs extremely bullish comments on the valuation of the company at the FY24 results investor meet:

https://youtu.be/GahTFg7VmYY?feature=shared

54 min 55 seconds:

Https://www.linkedin.com/posts/bwootla_antibodyengineering-aet24-antibodytherapeutics-ugcPost-7276797104612630528-Rj8Q?utm_source=share&utm_medium=member_ios

Great feedback for FAB CSO by Mayo clinic - they had $18bn turnover last year great to see good collaboration with such a big player