Member Info for R00st3R

This must be some kind of share price manipulation here. Market makers offering shares at 1.68 bid and 'buyers' gobble these up. Seems wild that there is a 2.52gbp trade to purchase some 150 shares when you pay that in commission on the market. Unless of course the buys are fragments of a larger order and the sell is part of an even larger sell order....

Anyhow market makers making the market....hoping to flush the toilet and then load it up again in a weeks time. I'll be the little dry stain that you can't flush or scrub away. I will stay here until things are golden again!

Tanked 18% on only Buy trades. Does anyone actually know how this works?

Coalfired - I think your approach is cautious and probably wise. I would be tempted to triple my shareholding by buying back in now but that's just because I am a fool. I do believe that this company will not go down now. If that happened I would start looking for the camera setup. Some Truman show like events happening to me

Its is a bit confusing where we have landed given all the great news in each RNS. Here is my view forward with my realist hat on:

A crucial next few months, with a placing imminent. The last raise was at 15p, but given low cash and biotech trends (75-88% discounts), a placing below 2p seems very likely.

Best-Case scenario (6-18 months)

Q2 2025: Placing at a moderate discount (2p-3p), revenue momentum builds. (11pipe deals 1.8mio converted)

Late 2025-Early 2026: Approaching breakeven; confidence improves.

Mid-2026+: If dilution is limited and revenue hits £4M+, return to 15p+ is possible.

Worst-Case (3-6 months):

Q2 2025: Deeply discounted placing (1p-2p) crushes all us retail investors.

Mid-2025: Cash burn continues, another raise needed.

Late 2025: Insolvency risk if funding and revenue don’t materialize.

Buyout scenario (6-12 months):

A takeover is possible but likely at a low price unless the business stabilizes. Buyout at premium only if company wasn't sat in a pile of dirt like right now.

Path Back to 15p:

Only seems feasible if dilution is controlled and revenue grows significantly by mid-2026. If dilution is extreme, even success may not be enough to get the SP back. The next 3-6 months are make-or-break. But I feel like they should consider alternatives to further dilute the SP especially given invoices being paid albeit with significant delays. They may just need a form of invoice based gap financing.

Bottom line though. This could indeed be a mega buying opportunity given how damn low the SP is. That being said we have no clue what is being discussed behind closed doors. I hope the business has their shareholders in mind!

The money will come in....its just very delayed and I think this is the major cause for the problems at hand....not that the business is out of opportunity. Quite the opposite.

Therefore I remain bullish....with jitters

@vestry - that's a big whopper....I would have done the same had I not incrementally burnt through my gunpowder over the last 3 months of the stocks decline.

I would never advise anyone to take this action. Risks are real....

I will hold off for the big investment when the penny drops. At least i know where the terms comes from now.

Every time I check Oncimmune’s share price, it’s like standing in Macbeth’s boots in that final scene. I brace myself, sword in hand, defiant, but the market swings mercilessly. Then—thud—another drop, another blow. Like Macduff’s axe finding its mark, the price cuts deeper, and I stagger, watching helplessly as my investment bleeds out on the battlefield of the unforgiving AIM market.

Let me see if I can get gramps to put his savings down to buy the lot. I think we could turn this one around, him and I

Wow, I am already down 30% again from my last purchase

Just loaded up on some more today. Getting my average down to levels I never thought possible.

Risks are real....but so are the potential rewards

Some information on Alvarez & Marsal Pharma, Biopharma etc:

https://www.alvarezandmarsal.com/biopharma-and-medtech

https://www.alvarezandmarsal.com/industries/emea-healthcare-life-sciences/pharmaceuticals

Flurry of articles popping up everywhere. https://www.voxmarkets.co.uk/articles/oncimmune-takes-action-on-funding-and-partnerships-to-drive-growth-e4568f5/

I really wish I could load up on shares now at this insanely low price. Don't have a dime left atm. Had I sold at 9p I could triple my shareholding now :/ where did I leave my glass ball?

You might need to walk this one off.

@upomega - I have burnt myself here on AIM before too most recently with DEST. This is the risk you take. The AIM is designed for smaller, growing companies and the success rate is 30-50% maybe less... with these small companies there is a lot of uncertainty due to the volumes and velocity. A simple contract shifting or pay terms out of favor can mean a hell of a lot more for a company this size than a mid to large cap who may have large cash reserves and plenty of buffer.

I am more confident now about the drop in SP and it hopeful recovery in the coming weeks as new investors come on board

Nothing changed other than the board notifying shareholders that there is a proactive and outsourced approach to the investment, partnership search.

We know that cash is burning low but there are a number of facilities (including renegotiation with IPF). The outlook has always been very positive and the company is announcing its confidence in its future.

Cash till April is not long but this company has a clear path to profitability and I would hope that there are enough investors there that would want to jump on here.

Glad they brought an update to the market, small but necessary.

Company's market cap stands at appx. 3.35mio GBP as of today as its still making a loss this FY. It may be justified although in my view a bit exaggerated. Management is busy finding solutions to the funding gap but remains optimistic that financing can be secured. These may be the longest 2 weeks before we have a proper update. On the flip side this price should certainly attract some broader attention to the company and its potential, especially at these levels. 3p downside but incredible upside from here. Boom or Bust.... not for the faint hearted.

Coalfired - I remember the 1 mio missing invoice. This was the old CFO. Since then they hored in my view a completely professional board. Adam Hill made 600k a year when the company was posting significant losses eachyear.... much much further from break even than now. In fact 4 years ago they announced that they expect breakeven in 2025. I am looking at the bigger picture and i think we are on track!

I remember the old days but I remember that things felt good back then when the company made virtually no money at all and was burning through cash faster than lit up magnesium.

We are virtually at the cusp of greatness and everyone is in hysteria now. Legit but far from the worst the company has looked

Coalfired - I have the jitters myself tbh. But the MG said clearly in an interview the expectation is This calendar year. There was a large complex deal that was postponed to q1 FY26. On top of that there are plenty of very interesting pilots in the making (shorter term / hopefully quicker cash). I am buying into the bullish sentiment and confidence of the board but to me it also makes sense. Of course things can (and in this case have slipped) but equally you may find positive surprises along the way too.

I completely understand where you stand coalfired. I do not advise anyone to jump at this. But deep down I have a lot of confidence.

I did yesterday.

Need more free cash myself but hope i can tree up some through other trades today. will definitely add if it continues to stay this low. I think that even for strategic investors this is a great opportunity now to jump on.

Nothing about the direction of travel for ONC is changing other than delayed contracts. Its a very short term problem. All in my personal opinion.

DYOR

I think it is important to note that the company is in a very good commercial position except the current funding issue.

Many deals in pipeline at proposal stage.

Breakeven expected end of this calendar year.

Transformational deals on horizon

New Partnerships and MSA developing continuously.

Yes there has been a slowdown in conversion. Yes they are running low on funds but this will all be straightened out once a finance solution is in place to carry them through to profitability. The cash issue is a real problem right now but the prospects of this business are just as real.

Appx 4mio revenue by any stretch would be a great achievement. But it won't end there.

I commit and believe that this company will continue. This is of course a big risk and something most investors would want to see through (eyeing 10March AGM)...

For others this is the best buying opportunity there will ever be.