Member Info for K3VMC

Rife in this board.

Anyone who has run a multi-million bio-technology company, with 104 peer reviewed articles from all the world, AND negotiated and fulfilled contracts with the world’s biggest pharma companies, please make yourselves known.

Dummies.

Moab

“ How about a quick summary for those not attending, please”

Sorry, I’m too busy to do that well enough to do it justice.

The recording will be available soon.

What a great podcast and an AMAZING company to be invested in.

So happy I had three large top ups today.

😃

That’s four more large pharma service agreements than they had last year!

Best in class. Will go far.

Last top up for me at 7.906p

Well cheap!

I should get some notes from Goldman Sachs later this morning. Let’s see what the professionals say.

Two top ups for me today after a totally undeserved drop in sp.

I bought at 35p and today at 28p, after the PDMR RNS.

I use ALSA regularly for travel in Spain and I’ve definitely noticed an increase in occupancy over the past two years. Obviously, that’s not statistically relevant, but ALSA is efficient, comfortable and very affordable, imho.

Barnetpeter

“You can sell at an extended settlement so 50% profit is available if you bought in the placing. Or just take your cash back....maybe this will treble?”

No. The placing is conditional. Placees cannot sell placing shares they don’t have. That’s a very basic rule.

I took the placing, plus the retail offer. I’m keeping all the shares. Beringer has gone, by popular demand.

All positive from here

Riceboy84

“ You’d have to be absolutely bonkers to put any money here! I’m shocked they got a placing away! Hopefully PI’s don’t buy into this!”

You see? QED.

2phevs

“ States on the 8am RNS the required £1.5 mill has been raised Simms45 the raise was subject to the £200K JV been deposited in escrow yesterday so that must of happened and the placing is not subject to any funds being raised in the WRAP offer so on the face of it everything been hit apart from the vote early next month”

I took the placing on the advice that they were “very confident” that the £1.5m was easy to raise at that whopping discount, overheads were being slashed and the US JV company was paying them £200k to join the party. You don’t pay £200k to a JV partner, unless you are confident you are going to profit from it.

Really. These trolls are thick as mince.

Cheap as chips now, as a recovery play.

Chart looking fabulous. Broke out of wedge, Crossed the 20 and 50 dma. Three solid candles.

Let’s see what tomorrow brings.

I traded these in the 30-45p range, but haven’t looked at them for a long time. I didn’t even think about them until I saw them on the top shelf in a boots branch yesterday. I should always read the signs! I could have bought them much cheaper yesterday!!

I’m happy to buy and hold now.

Financial highlights

·

FY24 revenue and profit after tax ahead of market expectations1, with revenue growth of 349% to £13.9 million (FY23: £3.1 million)

·

Profit after tax of £1.3 million, with the Group maintaining an efficient operating model, as distribution partners take on marketing costs

·

Blended gross margin2 increased to 70% (FY23: 57%) reflecting the revenue mix of product sales, milestones and royalties

·

Cash and cash equivalents of £6.6 million at 31 December 2024 (FY23: £7.7 million), which provides working capital through to H2 2026, along with expected revenues, we remain well capitalised with working capital to support our operations and current focused investment in R&D

Post-period end and outlook

·

Feedback and market research from early launches assist in adjusting and optimising marketing strategies in the period ahead. This, along with some launch delays in markets outside of the US resulted in a slower ramp-up and expansion of retail sales. As previously disclosed, whilst early in the new fiscal year and launch phase, the Board update on the expected impact to FY25 revenue and profit

·

Relationships with distribution partners remain strong as does partner commitment to Eroxon® and the Group continues to work closely with partners ahead of the next phase of launches and rollouts

·

New product development pipeline provides confidence in the successful expansion of our product range and addressable markets

·

On track to have launched Eroxon® in 20 countries by the end of 2025 with manufacturing capacity now in both the EU and US

·

Successful completion and positive results of an Eroxon® Intense Home User study in March 2025 with US and EU approvals remaining on track by the end of 2025

·

Successful completion and positive results of a Home User study on WSD4000, a topical treatment for the symptoms associated with sexual dysfunction in women, in January 2025 and a further pre-submission meeting with the FDA has taken place.

Ontarget

“ Correct it's not a lifestyle company, it's just run by incompetents.”

You need to appreciate how long things can take in bioscience. Plenty of other opportunities out there for the impatient.

None of the peer reviewed publications around SFX-01 has a single word about management incompetence and my take is that they know a lot more about a lot more than you do!

Be more mature.

DSFLAT, it’s always good to see you in my stocks!

Agreed on the new chair, plus his decision to take his salary in shares shows his confidence in the company’s future, and very big plus, it blows away the allegations that TCF is a lifestyle company.

I admit that Huw looks like he would benefit from some more exercise, and a couple of weeks in the sun. I hope he gets to reduce his stress levels soon.

CJ39

Just for completeness.

“ The Stalicla deal is dead, anyone who thinks otherwise is kidding themselves.”

I don’t think I’m kidding myself, and I’m not alone in that. Again I say. Look at all the TR1s. About £4.25m worth agree with me. Who agrees with you?

“Just move on and draw a line under this very sorry share.”

Actually, I have a few shares that I don’t want to sell, for now, but when I make a profit on them, I’ll certainly be buying TCF on the open market. Just look at all the stocks that have multi bagged recently. TCF can do all that, for sure.

You any good at taking your own advice? Just kidding. Stick around and watch.

CJ39

“ I have no idea why anyone is still here, the share placing ended this share as a potential investment.”

Au contraire Mon petit escargot, the very size of the placing was REQUIRED to get OX-1 over the line. It really hurt me, because I had built up to 1.7%+, at an average of about 0.7p- 0.8p. I had to buy shedloads in the placing, just to stay at 0.8% of TCF. HOWEVER, I’m far more confident of getting a far greater return on TCF, than before the placing, because I believe the will get OX-1, and SFX-01 into commercial production, BECAUSE. of the placing.

“As showjumper said, this will need to increase 400% just to get to the 1p mark and it’s not happening ever.”

Well you and show jumper need remedial arithmetic class, because it’s only 300% increase required to get back to 1p. But pedantry aside, the total addressable market is MASSIVE and if OX-1 is as effective as they say it is, we could easily be bought out for a billion quid before then end of the trials. Even £100m would do me. That’s around 6.5p. Good for starters.

“The ludicrous dilution in shares at a massively discounted price was a huge insult. The board care nothing about the shareholders here, they never did. You watch, two years down the line when this money runs out they’ll do another enormous share placing to keep the wages coming in.”

Sorry you feel insulted. I mean that genuinely and sincerely. Take off your emotional head, put on your logical head and think about the efficacy of OX-1. If it truly is best in class, 4000 more specifically binding to Orexin 1, then we are all on a winner.

The Stalicla deal is dead, anyone who thinks otherwise is kidding themselves. Just move on and draw a line under this very sorry share.

So the PHE price sits there, still rubbish. Pis have no idea when to buy, because there are flippers who want to get out, but want to make a few hundred quid in the process. How long will that last, but you still have hundreds of millions of warrants waiting to be sold into any sp rise.

TCF was handled totally differently. I’m in no position to decide if the placing could have been done at 0.3p, 0.5p or whatever, but I have to assume that’s the price required to raise the cash they needed to get OX-1 over the line and to reach that “inflection point”.

The placing process hurt me, for sure. I sold my pf down, when I didn’t want to, but I bought as many placing shares as I possibly could. I now hold 0.8%, but with a massive loss in my pf.

Someone was moaning earlier that Mr Kight hadn’t held his corner. He bought 21.5m placing shares. That’s another £53,750 he funded TCF with. To hold his corner, he would have to chuck in another £116.5k. Everyone else may feel like he is letting the side down, but I don’t.

Instead of having 8% of whatever SFX-01 could have given him, he now has 2.6% of whatever SFX-01 could have given him, PLUS 2.6% of OX-1 and DAT.

Honestly, I didn’t pay enough attention to the takeover of Chronos, but I am now. The addressable market is MASSIVE and if Huw is correct, in that the OX-1 is 4000 times more specific to the Orexin 1 receptor, then OX-1 is a slam dunk.

Look at the holdings RNSs FFS. You think they all invested to fund Huw’s lavish lifestyle?

No, I don’t think so either. While you’re at it, as yourself why you aren’t buying below placing price, because far smarter people than us have paid more than the current offer.

Doh!!!