Member Info for Mickey2099

I very much appreciate your commentary! Keep it coming!

Is there a copy of the prospectus publicly available?

I tend to agree. This is not a straight forward acquisition. Comfort from the Egyptian comfort would be a prerequisite. Takes time.

Something very strange has happened late morning. Price dropped almost 10%. Coincided with the issue of another RNS repeating no bid for Deltic. I wonder whether there was someone trigger happy thinking this was announcement of no bid for Capricorn. Probably set off a series of stop losses.

Why don’t the MM’s bid up a bit? The spread for dummy buys/sells is circa 8%. Would’ve thought that deters buyers and sellers

Anything pre scare of a rights issue scare, at circa 60p, was a IMO a false market. So with a baseline of that price together with sales momentum and divestiture, then 105p doesn’t seem excessive at all. I’d suggest there’s further to go in the short term with my end June price target of 150p. Longer term ie. 2 years out then 500p to 750p, assuming continued growth. It’s a time to invest in companies that produce.

Yes something caused a jump late on. RNS tomorrow perhaps?

GLG are reducing their short. That’s a good sign. Anyone care to guess on the short term (results date) price target price? I’m thinking 38-40 pence.

Painful 12 months but more so for the many staff who were encouraged to invest and saw their retirement savings next to vanish. It is shameful and only hope there’s some accountability seen for the Board and its Executives.

Completely agree. I don’t often subscribe to conspiracy theories but this share is heavily manipulated. I out that down to there not being a significant free float. Having said that provides an opportunity but not easy to watch.

In case people haven’t seen this. Webacast will be available via the Oxford Nanopore website

15 January 2026

RBC Capital Markets analyst fireside chat

Nick Keher, CFO, will participate in an analyst led fireside chat with Charles Weston, European Healthcare Analyst, at 4pm GMT / 11am EST.

That’s great news! How is that not subject to an RNS?

The size and number of late reported trades is phenomenal. Perhaps I’m reading too much into this but between cancelling the investor briefings, CEO and founders existing and the trading activity we’re seeing, it’s hard not to believe that something is cooking.

Elon Musk praised Oxford Nanopore’s potential in AI-driven biotech at the U.S.-Saudi Investment Forum this week, highlighting its role in personalized medicine and genomic data processing.

At the U.S.-Saudi Investment Forum held in Washington, D.C., Elon Musk spoke alongside Nvidia CEO Jensen Huang and Saudi officials about the future of artificial intelligence, biotechnology, and digital infrastructure. During the discussion, Musk referenced Oxford Nanopore Technologies as a standout example of how AI and advanced sequencing technologies are converging to revolutionize healthcare.

Here are the key takeaways from Musk’s remarks:

• He emphasized Oxford Nanopore’s real-time DNA and RNA sequencing as a critical enabler for personalized medicine, especially when paired with AI models that can interpret genomic data at scale.

• Musk suggested that AI-powered diagnostics and drug discovery will increasingly rely on platforms like Oxford Nanopore to feed them high-resolution biological data.

• He also noted the geopolitical and economic importance of investing in biotech infrastructure, citing Oxford Nanopore as a company that could help nations leapfrog traditional healthcare systems through rapid, decentralized diagnostics.

Why would you delay the investor conference? Not like they didn’t know a month ago that a new CEO was being sought. Can’t help but feel there’s something bigger going on in the background. Pure speculation of course but still.

Nice to see guidance to the top end. Expect a re-rate over a number of days back tracing back much of the recent downtrend.

Thanks you for sharing. Great overview.

Any view whether this may snapback at some point and what the catalyst might be? I’m thinking the Nov investor presentations may create buyer interest.

Would be interesting to see if the UK Govt make direct investments similar to the US.

From what I read the UK Govt should be issuing an update to the critical minerals strategy anytime now. Assuming rare earths will be on there incl. lithium. Got to be a tailwind for Alk.

I tend to agree. Inward investment in Europe is happening so Synth are geared to macro growth. Call at 9am will be interesting.