Member Info for R00st3R

Not your fault. I am touting when there is major risk involved. I'll pipe it down again until financing is secured.

I am really hopeful that this dream bubble doesn't pop. What a shame that would be...especially at the cusp right here

You are right - that is very black and white.

I suppose as a regular private investor all i can do is hold my hat with a tight grip as i pray to the heavens (and the board).

Maybe i am too optimistic. I might just be...

Hey DrPatience - i know. While I am not oblivious to the fact that cash is running low, I am also not overly concerned about securing a new/revised credit facility. As a Creditor (i believe its IPF Management?) I would be re-assured to see the commercial progress especially in the last few months. The realisation of this new commercialisation strategy is starting to bare real fruits.

The company has undergone a lot of transformation over the years and it will come to an important milestone when the company announces it's re-brand and shows up re-invented, re-configured and calibrated to be an absulte must have buy.

Revenue forecast this (past FY - given we are now in Sept/new FY) - 3mio (seems to be hit)

Guidance for this FY is 6.9mio..... what more is there to say? especially after the recent major contract announcements and healthy pipeline. The company is on track.

I am not worried and I stay majorly bullish on this now. Yes, some things need to be sorted but if profitability can be achieved at some point later this FY, that will be major. Crunch time! I think this company is headed somewhere special.

My position remains lower average and hold. HOLD to the bitter end (bitter for those that sold).

I have a lot of faith. Feel like the worst must be over:

Financing issues (seems on path to betterment), Underinvestment in industry (picking up again), high inflation /high interest rates (are coming down), increased cost to establish sales strategy (has been largely put in motion -costs stabilising), non core asset sale (recovering from that blow to the gut but Freenome contract continuing and looking like optimised overheads), diversification of service/product offering (initiated with early successes and as MG mentioned there are some more in the pipe).

Historic SP performance is never a reliable indicator for the future but here it must be re-iterated. This SP stood at 75pence when the company barely turned around 500k and had debts of some 9mio at the time.....

I won't encourage anyone to buy as again I can only speak for myself but at this point .....this SP is a highly attractive steal for me. I am buttering in as much as I can. Won't be cheap like this again.

This management strikes me as professional and commercially oriented to grow a business from single mio digits to (not quite defined) but I think the market opportunity is enormous. A study I recently read indicated a 27bn TAM.

So.... let eat the cake while no one is watching.

Yes i have them in IG. I will await further instruction. It would be foolish to sell these for a penny. Not now

Sry for typos

Thanks Barry! This is a helpful breakdown. I am a bit shocked by this decision but i think this busoness has a lot to offer and i do mot believe that this SP here is any reflection of the true value of this business. I can make 500gbp here and sell or just not and keep my stake.

Assuming i keep the shares, do I need to create a new account with JP Jenkins or do i continue using the current stockbroker platform and put my request to sell zhrough there. I mean the SP is a total steal now....

Is this not an epic opportunity to buy?

Oh dear lord. I have not looked at this in some time and have now returned to a horror show. I hold some shares in an ISA in IG. What are my options now?

You are right. People flock to the trend. Wish there was a bit more momentum behind ONC. Will just take a little longer and will need more press

Can someone give me a reasonable explanation for the dramatic and earth shivering weakness of this companies shares?

We have to stay positive otherwise you end up looking at the numbers from the Annual report in a less favorable way. Context is key

Haha, I feel the same way. The world of investing has turned its back on me. I have continuously been lowering my average and so far the SP has only gone down. Personally, I feel optimistic here but it seems like the investing community of ONC is waiting for proof that the revenue can increase in a sustainable and consistent manner. Looking back at the past few years, there have been a number of bumps and twists and turns with some unforeseen events causing drama. But there are some fundamental changes in place:

1. Commercial strategy is in place

2. Sales team is established and ramped - expanding

3. Scope widened to address more use cases

4. Quality management team in place

5. Profitable next year

6. Tripling last years revenue in FY24

7. Cash secured to last for next 12months

8. Lab capacity available

At this point they need to just sell and scale. But they definitely need tell more of an outcome based value narrative. It needs to be communicated to and understood by simpletons with money. Therefore some more marketing and PR would be great! This service is and should be flying off the shelves. Precision medicine is the now and future of healthcare and ONCimmune provides an invaluable service to enable this with high precision and predictability of the human immune response and the service can be deployed at scale (more so if AI were applicable). As Martin said in the last VOX Interview. OnC is tripling g last years combined revenue from ImmunoInsights and Early CDT with just ImmunoInsights alone. And this is just the start. I believe him firmly. There I will stay here and see this SP go to 5GBP and beyond

*Lab capacity

I just topped up with as much as I could scrape together. Honestly, at 0.16/share it's a great opportunity to bring down my averages. I believe strongly in the capability of this management team to execute. So much progress has been done commercially. They are aiming to be profitable within a year. What else is there to ask of a business. The world need to learn more about ONC. To make the highly specialised value proposition clear to investors that do not fully understand the science and the technicalities. I think it would be beneficial to publish a case study with a clear perspective on the customers' ROI

Frustrating. Leaves me wondering how the investors react to the expected revenue for the Finanvial year, which is almost certainly above 300% of last year's revenue. The company needs more cash for Marketing and PR.

I should have waited for the drop to be a whopping 19% before commenting.

12% drop on a casual Friday after a a solid earnings report for H1 and optimistic outlook for full year and year ahead.

Are there macro elements at play here? I noticed a bit of general selling motion across industries in late May. This may all change with firmer stances in interest rates by central banks (BOE and ECB ready). FOMC coming up in June. Assuming so much depends on what the FED decides, no matter how far removed interest rates in the US feel in relation to ONC. Any thoughts? I would have expected the shares to pop a bit more than they have done. Perhaps the funding topic is causing concern for investors, but I wouldn't know why as finances look much healthier now than 1 year ago.

Https://www.outsourcing-pharma.com/Article/2024/04/23/oncimmune-ventures-into-age-related-disease-biomarker-research

23.04. MG at Proactive London."Martin Gouldstone, Oncimmune’s Chief Executive Officer, said: “As ageing-related diseases become more prevalent in society we believe that our ImmunoINSIGHTS technology can be instrumental in finding better diagnosis and treatment solutions for these diseases, while making clinical trials more efficient and productive. We are working closely with our partners in this area and I look forward to discussing the topic with world-leading experts later this month.”

"The company is already working with leading drug discovery companies on ageing-related research and has been approached by several global pharmaceutical companies about the use of its technology in this field."

Time will tell but I have observed this company for a while now and I guarantee that the upside potential for this is tremendous. The diagnostics market is poised to expand considerably over the coming years and with the diverse application of ONCimmune's service, I think deals will be closed. Many deals.

I also believe that the (Bio-) Pharma industry is awake and on the up again. Coming out of a prolonged period of under investment and bearish sentiment, there is a lot more activity on the M&A market. I can see a bull charging from the distance