Member Info for Mozax

Their

Yes, it shows a lot of confidence to increase heavily and lower their averages.

I think Aaron Tolley is a pretty smart cookie with plenty of determination & persona.

About time the Company gets some decent rewards for all they’re hard work and dedication.

Interesting post EGTP. Shows the time it takes for these Companies to reach the big time.

I also note the swathe of recent contract wins in December, January & February this year for circa £20 Million.

Significant Shareholders account for 62.27%.

Haven’t looked into Directors holdings etc plus all those under the 3% threshold.

Freefloat could be very tight indeed.

The other point is the stock had been sold down through a lack of news over the last months, so the rise today is from a very low base.

Mm’s can’t shake it, buyers waiting for a dip which isn’t coming, so they’re buying, normally a lull between 09:00 & 10:30 but relentless buying.

Also, feels like a shortage of stock.

The warrants are issued to enable SpaceX to subscribe up to 10% of Filtronics existing share Capital, and they can only fully best once orders for £48M are irrevocably placed.

Having SpaceX as a major shareholder is very impressive indeed, but what the market will really warm to is the long term interests of both parties.

Dual listed.

FLTCF

Filtronic PLC

Just a question of buying the stock & holding onto it.

Looks like your timing was wrong ( you said it).

Someone had the heads up looking at the quantity of huge trades yesterday.

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.

Christopher Mills, (Harwood Capital) has resigned, and if you look at the recent Holdings RNS is selling down his stake.

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.

Porky, todays news has relevance, but look deeper into the Company.

How this has fallen from 120p when it’s in bed with Unilever is simply astounding.

A teeny Aim Company partnering on a patent of its science with a £100 Billion Global Goliath.

Wait until word gets out.