Member Info for Sisyphus

3yr post IPO takeover protection under control of CEO ends this year. June 6th has been cited frequently. Interesting to see what happens as we bounce off nadirs..

What more than main headlines does it need to kick start a rerate here. Everything is lining up for a superJune!!

Should be interesting. The pace of links between AI supercomputing and genomic is escalating rapidly. Given the enormous amount of data coming from DNA and the need to correlate it to transform personalised medicine I really think combination withun a single company is compelling. Consolidation is a virtual certainty in the sectors and Oxford Nano is just too darned cheap imo.

As the IPO takeover prevention ends this year then this could be a very interesting opportunity for the likes of Nvidia.......

Supercomputers. The Cambridge-1 supercomputer is the most powerful computer in the United Kingdom and was purposefully built by Nvidia to accelerate digital biology. AstraZeneca collaborated with Nvidia to build transformer-based neural network architectures capable of leveraging massive datasets for chemical structures. Oxford Nanopore utilizes Cambridge-1 to carry out algorithm improvements in hours, versus days. GSK, UK NHS, Peptone, and Alchemab has also had various breakthroughs in healthcare related applications by utilizing this supercomputer

The director buys of £500,000 in March would appear to agree with you. It's only a matter of time before the bond chasers reappear and rerate this. The proximity of the expiration of takeover protection built into the IPO in 2021 is a huge trigger.

Trying to find out from ONT

Then...........

Coiled spring.......

This is going to go vertical IMHO. Sooooo many drivers here for a total value reassessment - all of which I've highlighted.

March saw heavy director buying. Oxford Nanopore Technologies PLC - Oxford, England-based DNA and RNA sequencing - Three leaders buy just under 400,000 shares in total, mostly at GBP1.26, worth just under GBP500,000.

The technology and widespread adoption continues apace with a comfortable cash runway to profit from 2027.... with takeover protection set up in 2021 ending soon, this looks cheap as chips for a timely t/o imo. And BioMerieux would almost certainly counterbid when it's gloves are off. Interesting times ahead.

As I expected, the London Calling symposium is the perfect platform to engage with peers and investors alike. The future income streams here are vast for the right players and Oxford Nano leads the pack. Consolidation will happen as pharmas grab the tech. This is the AI of DNA and prospects are excellent. That's why BioMerieux were happy to load up at £2.38 a pop last October.......FOMO.

Roll on 2027! ;)

From the annual report:

The Group remains strongly capitalised with adequate resources to implement our business plan to and through EBITDA breakeven in 2027 and deliver on the significant growth opportunity in front of us.

IP Groups 10% holding could prove interesting as the weeks pass. It must have an exit strategy.....

BioMerieux bought in at 238p and they see value as joint partners in multiple projects. It's LSE that's holding it back as all the UK instos are focused elsewhere........for now. When, not if, the tide turns, this should gap-jump quickly.

Bought in at 106.5 and reckon we will hit 120 by end week. Neck out.......

It needs a bid to come from a third party to start fireworks here. BioMerieux can't exceed 9.9% within 5 years of its £70m £2.38p a share investment last October. This restriction is suspended in the event of a third party offer. Interesting times as the window of opportunity opens next month.

BioMerieux must be favourites to acquire ONT at this level. Loads of mutually collaborative engagements and board welcomed c7% stake purchase in October with BM happy to increase another 2.5%. Protection built into 2021 IPO runs out shortly this year.

Open season for Oxford Nano as 3 year takeover lockout ends?