We would love to hear your thoughts about our site and services, please take our survey here.
It should also be recognised that the steely grit & determination demonstrated by the BoD and the team to get through 2023.
They’ve realigned the business & cost base and navigated a very difficult period.
The whole sector was underfunded by Big Pharmaceutical Companies but this has now reversed, and momentum is building rapidly.
Every investment is a risk but I’m a lot happier when I know I’m backing some seriously determined & very smart people.
With a proper deal from a Big Pharma & A rollout of our agreement with Unilever I’d like to see it heading back to some proper levels.
May require some patience but I’ve been involved in these turnarounds before.
Well, Aptamer have been working with ‘This’ pharmaceutical Company since 2020 on a ‘fee for service’ arrangement.
Clearly, it’s now developing into something potentially more significant and probably fair enough to let the market know that they are working with one of ‘The Majors’, which is useful to know, given that big pharma’s have deep pockets.
We know they are already working with AstraZeneca and are also working on a patent with Unilever.
I think we can assume this announcement relates to another major pharma.
It’s useful that Aaron has tweeted this, & good to know that their sales pipeline is not only growing, but they are closing deals.
This validates the likelihood that they have a good cash runway into 2025.
Furthermore, the Company is on the cusp of winning larger deals as outlined in the ‘Outlook & Summary’ section of the presentation, this was particularly interesting to hear how many ‘irons are in the fire’.
I noted too the discussion regarding peer valuations, and the fact a similar Company had been taken out for $6Bn, having obtained FDA approval for a discovery it had made.
So, in summary, potentially a great deal of upside from these levels.
For newcomers ( myself included) it’s well Worth watching the interim results for the Group via Investormeet, this is also published on YouTube.
There is clearly immense potential, the Unilever deal cannot be disclosed at this point but is clearly very exciting, and working with such a brand will
Open other doors.
The sales pipeline is growing £(2.9M) and cash balance of £1.8M at the end of Feb 2024 suggests a cash runway into 2025, ( assuming 50% conversion rate ) monthly burn is 300K.
2023 was difficult for the Company but it has turned a corner and momentum is building, if their heavily patented Optimal plus technology can be licensed to a Major Pharma then suddenly, this will breakout.
Plus a number of other opportunities gaining momentum.
This sector has been sold off generally, but the potential remains, and I see Aptamar as having some serious potential.
What investors/speculators should remember is that these little Biopharmas can offer tremendous returns, yes, we are aware of the risks, but the potentially huge rewards are part of the allure, as well as investing in a company that will potentially benefit the lives of many.
When a Company is making significant progress with a major, it should be noticed, not just Unilever, who we know about, but also todays major pharmaceutical Company, that hasn’t been named yet.
Longer term investors may recall Novacyt, in this sector, whose share price languished at 6p in November 2019.
By October 2020 it was around £12.00.
So, to the poster that bought at 25p, yes, irritating to be sitting on a paper loss, but there can be some very serious upside.
Well, when Petro turns up telling us about ‘the baby’ one might assume the general public is picking this up.
What usually happens is that a big ‘riser’ gets picked up on the boards then all the comedians turn up with their Un- researched opinions.
The upside is that The Company gets noticed, and other investors are able to look into the investment case in its totality.
This Company has been completely overlooked by the market, and to see the SP fall to this level from 120p is astonishing.
The market is very fearful of costs, cash flow, equity placings etc to the point that almost no value is being attributed to the underlying fundamentals.
A partnership with Unilever! Working on patenting Aptamars product together, a teeny AIM Company partnering with a Global Super Major. Wow.
I looked into the Shareholder base.
I only discovered Apta myself last week as I hold a tiny Pharma working in the same sphere, I’ve now bought 1.5M shares mostly this morning, and will continue adding, what a dream price.
All in the ISA.
Am I concerned about a potential fund raise? No, this is on the Cusp of growing significantly.
And looking at todays price action, the market is starting to notice too.
Clearly the general market wants figures, it wants to see growing revenues, it wants details on these agreements, it wants insight so it can extrapolate.
Will we get a trading update, or more announcements confirming partnerships with huge Global Companies?
For me, I sense Miri is going for ‘it all’ signing up all the major Companies and will deliver figures once traction is generated.
Rathbones agree, and continue to build whilst they can at these cheap levels.
I sense serious momentum within the next 6 months, I couldn’t guess where the share price will be, but with an indication of potential revenues from 3 big players I’m confident this could be a very tidy investment.
Good research & links LOTM-13.
Interesting price action yesterday closing up 8.6%.
I added a further 250,000 and was tickled to get them at 1.8p mid morning.
I noted 1,650,000 of ‘sells’ mid afternoon around 1.75 then the price jumped to 1.85 for pennies and closed on a buy of teeny buy of 17, 500 shares at 1.9p.
So, more smoke & mirrors and perhaps a delayed trade or TR1 from Rathbones, continuing to build their monster position.
Either way, looks like stock is very tight again so any buying will bring us up to the recent 2.4p area pretty quickly.
I’d like a few more days of f buying opportunity without news, so I can build further.
I guess we’ll hear about Microsoft fairly soon, and maybe the remaining ‘Super -majors’ coming aboard, but it’s clear we’re getting close to serious scalability & subsequent monetisation.
And one can still buy at sub 2p, wonderful!!
Personally, I think it’s really rather excellent that WSG has finally pulled off a large Airport contract, it’s about 6 years later and in a different Country to the one I was expecting, but that just shows grit, determination & massive stamina.
With these qualities, the team are going to go onto greater things, momentum is now behind us!!
Let the good times roll.