Member Info for Smokinjoe03

This could get worse, more cases reported in France now, like Covid if this gets worse Nanopore devices will greatly help to manage variants etc

Keep the faith this is a good company but just out of favour and ignored. Ive every confidence we'll be back over £2 on news/guidance

The first post is new link, the 2nd video is from original Cephid tie up which has just expanded but worth a watch as a reminder where this company is heading....and I think it will be taken out eventually, possibly by Danaher as rumoured previously

That Cephid relationship (part of the giant Danaher) is getting stronger all the time, with new diseases ow being targeted with a combined product using Nanopore machines and GeneExpert platforms.

https://m.youtube.com/watch?v=Y7gqQDZnDvw

Today, Cepheid & Oxford Nanopore are advancing their partnership to enable rapid pathogen & AMR identification in sepsis & bloodstream infections research, driving toward earlier treatment decisions and stronger surveillance in the future.

https://nanoporetech.com/news/cepheid-and-oxford-nanopore-expand-partnership-following-successful-phase-one-collaboration?utm_campaign=ESCMID26&utm_content=1776250020&utm_medium=social&utm_source=twitter

Strong finish to the day, which i believe is always a good sign, let's hope we can push on now from these very low levels

Ive sold some of my Iren as these are in the bargain bucket and they shouldn't be...cant be related to shorters as only 1% out there....bizare

Centrica have 15% stake in Sizewell C which also makes this look interesting

Looks good to be much reduced loss, first revenues and a great link up deal with Centrica

Direction depends on tomorrow's news could be good, bad or indifferent, I personally think it will be the former

No I'm very optimistic that there will be plenty of positives, first revenues, lower costs, updates on progress made by critical partners and who knows potential for new partner talks

Adjusted loss before interest, tax, depreciation and amortisation narrowed by 26% to GBP86.7 million in 2025 from GBP117.9 million in 2024.

They have over £300m in cash and will be breakeven next year, with narrowing loss and business restructure to focus on high-margin applied markets and reducing operational costs.

This was marked down significantly before today's carnage...so cheap at these levels

Huge over correction when still break even next year, £300m in bank, zero debt, slight amend of few % to medium term guidance due to budgets outside their control....super buying opportunity imo

Strong numbers as expected, new CEO starts today and breakeven next year, it should be full steam ahead, but obviously market conditions are awful right now..great buying opportunity imo

I purchased another 1800 odd in anticipation of strong growth news and new CEO incoming.

I believe the reset starts Monday

I honestly think this is being held back due to the perceived threat by Roche SBX sequencing platform, which is due to be released this summer...I have no doubt it won't affect us im slightest but until market sees clear signs they not taking market share in think we could be held up

The market is pathetic, nothing for ages then a couple of brokers say its worth more and they pile in...bizarre

It's been a tough five years in the public domain, but… this conference feels like the green shoots of recovery are coming back," he said. "The only thing I'll be disappointed about is the share price is going to go up just as I leave. But I'll take some credit for that."

His final message emphasized the distinctiveness of Oxford Nanopore's approach, both in light of current competitors and expected new high throughput sequencer offerings to come from Roche and Element Biosciences: "They're all a form of sequencing-by-synthesis. They take that beautiful high definition, all those [modifications], all that biology, and completely pummel it to a black and white picture. So you get your SNPs and your SNVs, and that's it ... We're clearly differentiated and we wish to remain like that."

Great to see Shell posting this, highlighting Ceres SOEC about 1min in....

https://m.youtube.com/watch?v=x53OXL3SdzE&pp=0gcJCTIBo7VqN5tD

Ten - yes I understand that and Bloom have orders in the bank, but also large debt unlike Ceres who have zero debt and £100m in cash.....i see the path to large potential royalty streams, and I am confident based on Bloom activity our partners will also report similar deals, surely inevitable with such a large market opportunity.

Also expecting at least one partner this year, to come on board in what must be Ceres transformative year.