Member Info for Sisyphus

Https://www.facebook.com/share/v/j4p6vhrQX3txEL4m/

Spot on this time. Perhaps, just perhaps, with far more knowledge than mick-the-pundit, they know just HOW valuable the IP and tech are here.......

Thnx apologies.

Perhaps, just perhaps, with far more knowledge than mick-the-pundit, they know just HOW valuable the IP and tech are here.......

Please share.....I could do with a laugh.....

:))))))))?

Despite being markedly different, Oxford Nano is being led by sentiment from the US towards Illumina. Negativity is now changing and Illumina is now tracking upwards. Hopefully we shall start to see that shift to positivity here. Given the extent and breadth of ONT tech utilization being highlighted on a regular basis plus the 7% held by BioMerieux we should expect a slow reversal. That could be speeded up by July 24th update and progress towards Oct 5th when all anti-takeover protection is removed. One way or another we won't stay at this level...

Behaving just like ZTF at end October last year when I bought into underlying potential of ReZorce.....now being recognised and MCap reflecting it. Same will happen here over next 6 months imo.

Time will tell. Happy to wait.

July 24th is a trigger imo. Roche is way behind ONT in this arena but wants to be at forefront.....my bet is on an Autumn build up but the dna data snowballs and increases in value and complexity by the day. AI is vital to sift and sort which also makes them a potential acquirer.

July 24th may provide the impetus.

The 3yr IPO antitakeover shares expire in 4 months.

I can't understand why positions aren't being built slowly already. The B and C shares were put in place to prevent what the CEO said was inevitable. BioMerieux bought 7% in October at £2.39 on the proviso of no-bid unless a hostile suitor came in, then the gloves would be off. This is a very tasty morsel for a big global player or competitor and I can see Oxford Nano having quite a firework display before Nov 5th. The technology to rapidly analyze DNA has huge implication for personal medicine, natural and hostile biological threats and genome data collection and correlation. Do not be surprised if the likes of NVidia (whose AI tech it employs) or Alphabet took a big interest. Data is power and DNA data is absolute power.

Yep. Really defying logic as it tracks US peers. Hopefully, the success of London Calling and plethora of online info regarding applications should spur interest pre July t/u.

It's becoming so dissociated from prospects I assume a lot of smaller investors are capitulation. Ironically it's usually when that occurs that a big rerate takes place. Time will tell. My increased holding is based on hope that good t/u plus ramp up of positions as October takeover protection expires.

Looks like we'll have to wait and tread water till 24/7 update then.

I find it interesting that we are drifting around the nadir despite the fact that the 3yr anti-takeover protection ends in just 4 months time and then the company can join the premium section of the LSE indices. A lot of tracking funds would then have to include ONT in their funds causing a corresponding upward rerate. Given that there are a considerable number of institutional LTH on the register at present who are supportive at this level, then the perceived upside is well documented. Solid hold here.

Normally routine but would be good if it included some meat on the bones updates.

FT Headlines: Hedge fund short sellers burnt by flurry of UK takeover bids Managers scale back or ditch bets against London-listed stocks after M&A activity drives sharp share price rises.

And here's Oxford Nano on the launch pad.....

Yep. Like yourself picked up more at 100p. Cheap as chips for the bots to play up now.

The Biosecure Act, when passed into US legislation secures the integrity and enhances the value of US and by inclusion UK biotecs like Oxford Nano. The future of genomics is snowballing and ONT Illumina etc are prime movers in secure and trusted legislations. The bill only enhances their trusted expertise which hopefully soon, will start to be reflected in the share prices of the above.

Contacted Oxford Nano IR.

This year should be pivotal given the expiry of takeover protection. I'm informed that JP Morgan closed out their short position at end January. The price here is directly reflective of those like Illumina in the USA but I expect it to divert significantly and rerate upward soon due to the above.

It really is quite frustrating that the horizon for both Illumina and Oxford Nanopore looks exceptionally good and very lucrative given their high barrier-to-entry speciality. The sheer amount of genomic data being uncovered and discovered must also be becoming increasingly attractive to the likes of Nvidia as a data processor. I agree with the CEO, once the anti-takeover shares lapse, Oxford Nano will indeed be a sitting duck worth multiples of its current MCap.

Interesting that in 2022 CEO stated;

Nanopore shares were then worth 279p, compared with its listing price of 425p.

Sanghera says this reflects the worsening economic climate, adding that if Nanopore had not issued limited anti-takeover shares to him and two other executives, allowing them to block hostile approaches, the company would be “a sitting duck” for a takeover.

Currently 105p with BioMerieux having taken 7% at £2.37 last October. With expiry only 4 months away surely potential acquirers must start building positions soon as opposed to hostile move in October.