Member Info for gtc1507

In the past few months, the Company has enjoyed an uplift in business engagement from lead generation through to quote drafting and, pleasingly, purchase orders received. We've seen a strengthening of the pipeline of approximately three-fold since the end of 2023. As a result, revenues for FY2024 will be significantly weighted towards the second half of the year.

It’s still so disappointing that we have to hunt for this when these are relevant to the market….maybe it’ll be mentioned in post year end of the annual report!

I’d say realistically it will take longer to work through contracts from a show like that. News this week will be full year results. Even tho clearly priced in, Suspect we might have a dip after that depending on how well the board articulates progress since FY end

Https://www.investni.com/media-centre/news/new-us-advisory-board-launched-support-nis-life-health-sciences-sector

It was published on 14/8/23

This news isn’t anything new in my opinion. An update that they’ve done what they said they would and we already knew director salaries were being cut. Was always likely they would have share issued as a longer term incentive.

PR firm indicated results in the coming weeks so timeframe looks good

In the interests of my original post not being taken out of context, the data suggests the original BID for part of the 236m was not successful.

Looks like the consortium is seeking £30.9m from that PDF and the update provided on the steer website indicates that NIO funding from the New Deal from NI has now been secured subject to the business case stacking up.

Suspect this is only going to happen in the next positive RNS not before then

Https://www.qub.ac.uk/Business/nipbt-bid/

More info here - don’t know if there’s anything more available online

Longer term holders may remember this : https://www.qub.ac.uk/Business/nipbt-bid/Filetoupload,1026773,en.pdf

Fusion a proposed consortium member but it didn’t get funding in the early UKRI rounds.

https://www.steer-ed.com/insights/news/business-case-future-medicines-institute

the above indicates that money has recently been found to progress this. Another angle to FABs partnership portfolio.

US and Canada closed today still remember - likely to be quieter across most markets. Also, remember that coming into Northern Ireland public holiday fortnight - potential for quieter period in terms of likelihood of news from fusion themselves as we enter 12th fortnight

Https://twitter.com/ZaksTradersCafe/status/1675829709194809345?s=20

features again today

It would help if you could actually show some evidence that iis are dumping….strange no TR1s indicating that

Couple of massive trades there at the end!

Covered on Zak Mir’s traders cafe today - some interest charting towards low teens is his best case.

RNS says event changing the breakdown of voting rights - date of event was the 12th. It’s not an acquisition or disposal so it must just be dilution of their rights as a result of the placing rather than a sale

Interesting Unicorn AIM VCT has doubled its stake from 4.88 to over %10 of shares today.

All resolutions passed published RNS on their site.

Allenby capital posted a revised briefing note on the back of the Optimal launch- very positive language around the potential value of this.