Member Info for LOTM-13

Aldebaran,

You might want to check out APTAmer, maybe HEMO could do with there help for drug delivery to the right point of attack. As the share price here seems to be only going one way currently since the share consolidation.

LOTM

Very healthy volume so far this morning which is what you really want to see & long may it continue.

LOTM

They should be close to there 3rd harvest since the last OO update on 10th June (which is 57 days ago) if they have maintained 20 day cycles.

LOTM

Nice to see one of the Insto's increasing its holding in the company via the open market

LOTM

If you look into the accounts you'll find that HUI ended up lending OO considerably more than the £500,000 it was meant to. No-doubt due to the issues that occurred in 2024 & threw the project off-track at that time.

The original plan was for OO to reach breakeven in 2024 & when it did that for HUI to exercise the 49% option.

Instead HUI had to lend OO £1,051,319 as at 31st Dec 2024, with £100K of it paid back in Jan 2025, strangely the additional loan amounts & dates weren't listed in the annual report even although it stated the following.

"As previously disclosed HUI approved the purchase of 49% of share capital of Ohrid Organics Ltd and it's associated subsidiaries and holdings for an initial loan of £500,000. During the year HUI supported Ohrid Organics with loans as detailed below. On the 9 January, 17 January and 24 January 2025 Ohrid Organics repaid a total of £100,000 of related party loans."

LOTM

Thruvision Group PLC

DIGTF:US

Otc Us (USD)· Market closed

0.02

0.01+100.00%

As of

8:10 PM EDT 08/01/25

Trouble is, it was only on 5,000 shares traded...............

LOTM

Hi oldsharedog,

I didn't even know THRU had USA OTC listing or such like, so what have you spotted ?

LOTM

Those test results from late last year were pretty impressive looking. I wonder what they've been doing since then with the product ?

I can only surmise that the valuation of Alpha Prospect will have increased on the back of them, by how much is any ones guess.

LOTM

Absolutely great exposure to a completely different group of investors for Aptamer, hopefully the volume keeps up & we get 5% + of the shares into the hands of those new long-term investors. Article was timed perfectly with the Webinar !!!

Onwards & upwards

LOTM

Another sudden in-day reversal !

Is this a pattern that's starting to form?

& now 1.775p paid for 55K when the offer is 1.7p

LOTM

Good volume, but yet again the upward movement was hit on the head, by one or more consistent sellers.

LOTM

I don't know if anyone else has looked deeper into Alpha Prospect (which AEG hold a 3.8% share holding in worth around £3.5M on its last funding round) ?

If you had, then you might have come across this

https://plasmoid-power.com/

https://plasmoid-power.com/test-results - worth noting the dates on the latest test results - as this gives far more up to date information than is available on the Alpha Prospect website (nothing new there since mid 2024)

Which then led me onto this https://www.strikefoundation.earth/

And at the bottom of that page is a youtube video ..... https://youtu.be/2JRLg4RovT4

LOTM

Https://www.linkedin.com/posts/the-aptamer-group_these-two-stocks-have-doubled-since-i-tipped-activity-7358038857906352128-yE28

📢 A brilliant start to the week! We're thrilled to be featured in the Mail on Sunday's Midas column. 📰

https://lnkd.in/gfe2DFAS

They've highlighted Aptamer Group as a "British global star", recognising the exciting progress we're making with our Optimer technology. The article highlights our partnerships with Unilever and major pharma, focusing on groundbreaking diagnostics and therapies.

👏 A huge thanks to joanne hart and the Mail on Sunday for the fantastic coverage, and a massive well done to our incredible team for making it happen.

LOTM

Yesterday's Linkedin post got me thinking about THRU's production capacity with its apparent total of 35 staff including directors & sales staff etc.

I know they have more than just the 81 series product, so the time to build the kit & test it might vary considerably for each one, but what is the likely timeline from ordering all the parts in the 1st place to assembly & testing?

If I'm correct in yesterday's order leaving the warehouse being 10 top spec units (with another 10 still to go to that same customer) & the timeline being around 4 weeks since the order was signed for.

Then we could be looking at 2 days to assemble & test each of the £50K units currently (requiring X staff to do so). Or maybe there was a delay & they had to place equipment orders themselves & then wait on all the equipment arriving & didn't start assembling any units for the first 2 weeks, meaning they an assemble & test 1 unit per day ?

There going to have a balancing act between making sure they have enough stock parts ready to hand to fill orders quickly if need be, against the cost of holding that stock in the warehouse, ready for immediate assembly & shipment for urgent orders.

You don't want to spend money building systems that are not going to sell or be superseded by a newer version, but at the same time what happens if they get a rush of orders all at the same time, how are they going to cope with that & then go back to a lull ? if your lead time is too long you might loose a number of orders, on the other you don't want to be taking on new staff, training them up & not having the work for them to do & eating into your profit margins & then redundancies.

LOTM

Hi Lucidlips,

That's a very good question.

If you look back through some recent linkedin posts you'll see 3 staff members descriptions including pre-sales & post sales .....

However, I've not seen anything yet that talks about annual maintenance contracts /software updates etc once the equipment warranty expires etc.

The 81 series product is pretty new, less than 2 years old as far as I'm aware.

LOTM

Looking at the pictures, looks to me like they've shipped out 10 units which is half the original order.

LOTM

Look how full the warehouse was with all that kit ........ they'll have room now to get on with any new orders coming in.

LOTM

Just out .

https://www.linkedin.com/posts/thruvision_celebrating-a-large-consignment-of-thruvision-activity-7357062751694819328-ctZ0

Celebrating a large consignment of Thruvision systems leaving HQ this afternoon, on their way to be delivered to a customer in South East Asia. This shipment represents the culmination of months of hard work by our Sales and Operations teams to bring this sale in and get all the kit built, tested and shipped on time.

A huge well done to all involved!

Plus pictures

GLA

LOTM

So here's a kind of updated list of what we know so far regarding the current 448,559,010 shares in issue ...............

Schroders PLC 71,135,266 15.858619% (01/08)

Pentland Capital Limited 57,871,228 12.9016% (01/08)

Herald Investment Management Limited 39,888,802 8.89% (31/07)

Tom Black (Director)

Dr Graham Cooley 30,500,000 6.80% (31/07)

Nicholas Slater 3.23% (31/07) wrong number of shares

Cantor Fitzgerald Europe 11,250,701 2.5082% (31/07)

LOTM

This was the Major shareholders list at 30th May

Major Shareholders

As at 30 May 2025 the Company was aware of the following shareholdings representing 3% or more in the Company’s existing issued Ordinary Share Capital.

Name Number of Ordinary shares, % of share capital

Schroder Investment Management 29,135,266 16.79%

Pentland Capital Ltd 26,871,228 15.48%

Herald Investment Management 18,388,802 10.60%

Tom Black 13,272,540 7.65%

Hargreaves Lansdown Asset Management 12,460,859 7.18%

Interactive Investor 10,706,794 6.17%

Invesco 8,036,723 4.63%

So there could well be a few more TR1's to come ..............

LOTM