Member Info for stt1

Jollifant

"The RNS states quite clearly they have enough cash currently until FY27 so I guess that is in the coming months."

They said similar last year. In Oct 2024, ONE year ago, they claimed they had cash runway until H2 2026, ie next year!!

Last year they had £400k as of end of Sept 2024, this year they have £250k as of end of Sept 2025.

FACTS. Company Newsflow....

2024, exactly a year ago. TU.

Cash runway until H2 2026, ie until next year!!!!.

NO plans to raise cash.

8th Oct 2024

"Cash continues to be carefully controlled and, as set out in the Company's FY24 results announced on 5 September 2024, based on internal estimates the Company has a cash runway into the second half of FY26. The Company continues to seek to achieve cash neutrality during that timeframe and has no plans to raise cash through an equity placement."

https://investorhub.fusionantibodies.com/announcements/6568461

19th Nov - just 5 weeks later. Cash as of 30/09/24 was £0.4m(£800k lower than 6 months earlier, 31/03/24)

" Cash position in the bank at 30 September 2024 was £0.4 million (31 March 2024: £1.2 million) with a further £457k owed by existing debtors"

https://investorhub.fusionantibodies.com/announcements/6636471

They then had the Grant awarded.

AND a contract win in Feb 2025, generating $250,000.

"Work in relation to the CLD Project is expected to commence shortly and last six to nine months. The Agreement is expected to result in Fusion generating revenues in the region of US$250,000 by the end of 2025."

https://investorhub.fusionantibodies.com/announcements/6816239

Despite stating in Oct 2024 that they had cash runway into H2 NEXT YEAR, 2026, ie next year

AND winning a $250k contract in Feb

AND being awarded a grant,

they STILL raised over £1m in a placing in March, 6 months ago, THIS year.

"Placing to raise approximately £1.17 million (before expenses) through the issue of 17,365,228 new Ordinary Shares (the "Placing Shares") at the Issue Price, of which approximately £0.57 million is conditional."

https://investorhub.fusionantibodies.com/announcements/6868372

Why won't they need to raise more funds in the coming 12 months?

There you go, cash only £250k.

Their recent contract was for only £170k.

Without significant contracts, they will need a placing over the coming months.

Lots of hype, little mention of fundamentals.

Do you live in Belfast?.

Not much of a feedback...generic comments, nothing about what the execs said during Q&As...

Steve

"As we said in July, we expect to recognise about £47 million in revenue for 2025. "

What happened to the £100m revenues they were predicting by 2028?.

The company has gone ex-growth rate, haven't they? As the company newsflow and I'd been warning for the past 2 years.

The statements you mention say guiding to growth in 2026. What are the 2026 revenue, EPS, cash expectations then?

Vikr

"They made it quite clear the raise was to accelerate the commercialization of Optimal which is set to launch in 2 months "

Agree. That's my point. Hope, maybe.

There's a lot of expectation already factored into the sp. It's already known.

The risks here are:

1) They delist as the costs of listing is significant compared to the cash they have.

2) They continue to raise funds in the coming months.

The reward:

The potential is they MAY win profitable contract(s) before they need more money.

FACTS. Company Newsflow....

2024, exactly a year ago. TU.

Cash runway until H2 2026, ie until next year!!!!.

NO plans to raise cash.

8th Oct 2024

"Cash continues to be carefully controlled and, as set out in the Company's FY24 results announced on 5 September 2024, based on internal estimates the Company has a cash runway into the second half of FY26. The Company continues to seek to achieve cash neutrality during that timeframe and has no plans to raise cash through an equity placement."

https://investorhub.fusionantibodies.com/announcements/6568461

19th Nov - just 5 weeks later. Cash as of 30/09/24 was £0.4m(£800k lower than 6 months earlier, 31/03/24)

" Cash position in the bank at 30 September 2024 was £0.4 million (31 March 2024: £1.2 million) with a further £457k owed by existing debtors"

https://investorhub.fusionantibodies.com/announcements/6636471

They then had the Grant awarded.

AND a contract win in Feb 2025, generating $250,000.

"Work in relation to the CLD Project is expected to commence shortly and last six to nine months. The Agreement is expected to result in Fusion generating revenues in the region of US$250,000 by the end of 2025."

https://investorhub.fusionantibodies.com/announcements/6816239

Despite stating in Oct 2024 that they had cash runway into H2 NEXT YEAR, 2026, ie next year

AND winning a $250k contract in Feb

AND being awarded a grant,

they STILL raised over £1m in a placing in March, 6 months ago, THIS year.

"Placing to raise approximately £1.17 million (before expenses) through the issue of 17,365,228 new Ordinary Shares (the "Placing Shares") at the Issue Price, of which approximately £0.57 million is conditional."

https://investorhub.fusionantibodies.com/announcements/6868372

Why won't they need to raise more funds in the coming 12 months?

Rp,

"I really hope the share price starts going up this week so stt1 goes quieter for a while"

That's the point. Of course the sp will rise. It's called a pump/dump.

Watch out for the hundreds of small trades to push the sp higher and then the sells by the rampers, who have already loaded up, whilst they continue to convince you gullible readers that everything is great and things are looking great.

Saxon,

"I would love to know which company is keeping this share price down are they scared of this company"

There is no company keeping the sp down.

It's churning by PIs, rampers.... hence the hundreds of small trades. Thousands over week or 2... There aren't hundreds of PIs..

The gang buy in, ramp it up, you buy in, sp goes up and the rampers take profits, whilst continuing to convice you to stay invested.....

If gullible PIs sell then the sp will crash, won't it?

Then rinse and spin..

Pump and dump..

Read Byot, Nano, Trmr, HVO, Polb, Nexn threads....

Rp

"They had c.300k at March 2025, with most of the cash from the last raise coming in post year end and all of the grant money coming in post year end."

That's very little cash, isn't it?. Read the company newsflow.

They were awarded the grant money, spread over many months!!. Despite that they still had a placing....

The revenue from the recent contract is tiny....

Read my comments on Polb etc where I have been commenting for over a year that they will need a placing by H1 2025 and they announced one only a few months ago, as predicted.

There have been hundreds of trades here, HVO and Polb, yet there aren't hundreds of PIs. They were pumped and dumped.

Look at HVO/Polb, similar situation was there. Hundreds of trades, ramped. Rampers were keen to tell any gullible readers to ignore me, they cheap, going to the moon, etc etc . The shares crashed from 30p to 7p, based on company newsflow and red flags I warned about.

The rampers are making excuses, any excuse to divert away from their baseless ramping.

Don't take my word for it... read HVO thread, which was pumped/dumped.

FAB have potential and worth a punt but they haven't got the significant growth some rampers are portraying. The same rampers who have been loading up and enticing others in so they can sell.

Any experienced investor will tell you any company which is illiquid, with low cash balance, history of placings and low contract revenues, have a high risk of de-listing, running out of cash and/or needed a placing.

Scinv,

"any idiot can moan about random aim stock and they will have a 90% chance of being right at some period of time."

How come you completely failed to see the red flags on HVO then? Were you sleeping?

They crashed from 30p on the red flags I repeatedly posted.

In terms of other shares, you do post a lot of baseless rubbish

Nothing like evidence - Hardly picking any random company, is it?

I posted company/sector newsflow, warnings on the following and they all crashed based on the red flags I warned about:

Byot(crashed 99% and delisted),

Rthm(crashed from c500p to 100p),

Trmr (crashed from c870p to 400p).

Ftse 100 Housebuilders, TW/PSN, crashed based on the warnings I posted.

Hardly just 1 random AIM company, is it?

My posts are there for all to see.

https://www.lse.co.uk/profiles/stt1/?page=9

Jollifant

"So much for that chartist and his next step prediction of 22.5p."

They need larger contracts. The shares are illiquid and they are news driven. Charts/trading mean nothing in these circumstances....

"Just shows how one large holder who decides to sell at any price can effect a small cap share."

Exactly, just as the sp spiked, it can crash very quickly, as can be seen. The shares are illiquid and small buys/sells can move the sp quickly. If shares crashed, you could find yourself unable to sell ...

"Surprisingly no TR1 so far."

Not really. As I've said before, the shares are being churned by PIs, same PIs.

Look at HVO, Same happened there... Hundreds of trades, sp was talked up at 30p... I posted company newsflow and red flags. The sp crashed to 7p today based on newsflow and those red flags I warned about.

Check out HVO, Polb, Byot yourself.

UK housing market remains subdued, says RICS

"The latest RICS UK Residential Market Survey reveals that the housing market remained subdued in September, with momentum continuing to falter. For the third consecutive month, both buyer demand and agreed sales remained firmly in negative territory. Forward-looking indicators suggest this muted performance is likely to persist into early 2026.

The latest reports shows that buyer demand weakened further, with the net balance for new buyer enquiries falling to -19%, marking a third straight monthly decline.

Sales activity also remained under pressure, with agreed sales posting a -16% net balance. Although this represents a slight improvement from August’s -24%, it still indicates a continued slowdown in market activity."

"The supply side also softened, with new vendor instructions falling for a second consecutive month, recording a net balance of -15%. This signals a cooling in new property listings as sellers grow more cautious.

In the rental sector, tenant demand was broadly flat at -1%, but landlord instructions dropped sharply to -38%, the lowest level since May 2020.

With the supply of rental properties continuing to shrink, rents are expected to rise by around 3% over the next year. Surveyors anticipate this trend will persist into 2026, exacerbating affordability issues for tenants."

https://propertyindustryeye.com/uk-housing-market-remains-subdued-says-rics/

Vikr

"There is no placing coming"

How can you say there is NO placing coming?

They announced a £175k contract. Hardly millions. They had a placing earlier this year.

They MAY get further contracts but there's no guarantees.

On announcing this small contract, the company said..... HOPEFULLY....

despite the contract announcement, the sp has fallen back from 20p to 13.5p...

"This will hopefully drive sustainable growth, strengthen market positioning and open further new commercial opportunities."

I maintain...

Unless they can gain larger contracts, I expect there's likely to be a placing over the next few months.

Previously, I said the sp would fall back as the shares are being pumped/dumped. That's exactly what happened.

Read my posting history..

The sp has fallen back from spikes...

The contract shows how little revenue the company is earning.

Unless they can gain larger contracts, I expect there's likely to be a placing over the next few months.

Nathan/Hallsworthy,

"what it would take to leap the massive moat hvivo have."

"China's espionage and IP theft and why they are highly undesirable for western pharmas to give their new drugs to for testing."

You still fail to answer the simple question?

Why didn't any US/Chinese/Indian etc company buy out HVO business when they were supposedly growing strongly? £200m is peanuts for big pharmas.

If US were so concerned about IP or espionage then they would have bought out HVO and run the facility themselves. Why haven't they? Are you really that naive that you believe HVO clients are that charitable?????

Why not have HVO under US government control?

Why give your drugs to a tiny UK privately run company?

Clients largely paying for the new facility is a red flag.

And there's a chinese CRO company already operating in the US.

Better not tell Hallsworthy that Chinese companies already operate in US...

clueless...

lol

Top 10 largest clinical research organizations

WuXi AppTec

"Founded in 2000 in Shanghai, WuXi AppTec is the newest company in our top 10. It provides services across the entire development cycle including small molecule R&D and manufacturing, biologics R&D and manufacturing, cell and gene therapy. It currently operates in 18 locations across China, Iceland and the US"

Hallsworthy,

I see you're twisting posts and resorting to selective comments and still failing to answer questions, again!!!

My post and readers can see the evidence, I mentioned USA companies as well.

Why can't USA companies setup a facility, paid for by clients????

Why haven't Chinese/Indian companies loaded up and bought out HVO???

In reply to your ridiculous comment....

"why don't western, predominantly US pharmas, give their new, propriety drugs that they've already spent millions on to companies set up in a country that is Americas main economic enemy and the world leader in spying and intellectual property theft, to test and approve?"

Evidence to show how stupid and ill thought out your comments are:

Firstly, the largest vaccine manufacturer is based in India not USA. Pharmas from around the world use SII to manufacturer vaccines. So these companies you refer to who have spent millions to develop vaccines are already using foreign based manufacturers. It shows how ill thought your comments are.

Why can't these US companies or Indian companies, like SII, setup a facility in India for clinical trials as well?

https://www.seruminstitute.com/about_us.php

Secondly, if what you say has any credibility then why haven't any US pharma setup a facility in US?

HVO is based in UK not US.

Billions are invested by Chinese/Indian investors in the UK and US. If there's huge demand, as you portray, why didn't any of these Chinese/Indian/US investors loaded up and buy out HVO for £200m. It's peanuts to large pharma companies? Instead US clients largely paid to setup a facility thousands of miles away in the UK???

You believe these US pharmas were charitable and spent millions to setup a facility for no return benefit???

Really?

Hallsworthy

"one of the most incredibly stupid questions he ever asks that must make anyone with an iq above 50 realise how stupid he truly is"

I see you never answered the question... Because you don't know... Hence why you were loading up at 30p and got the company newsflow completely wrong and missed all the red flags... the sp is 6.5p!!!

You're clueless, as usual...

Why can't Chinese/Indian/USA companies setup a facility, paid for by clients????

Why haven't Chinese/Indian companies loaded up and bought out HVO???

If there was huge demand, as you claim then a Chinese/Indian company would have been loading up and bought them out by now.

"When this turns - and it will - most will wonder why they didn’t take advantage of these prices but that’s life and human nature they don’t change. "

The rampers been saying that all the way down from 30p....

Anyone, who followed them and ignored the company newsflow, red flags, are down 80% within a matter of months!!!!

These rampers have zero credibility and will say anything to pull the wool over gullible reader's eyes.

A ValueInvestor

" There's a significant barrier and cost to creating a company with the regulatory clearances and scientific expertise to get itself into the position that HVO is."

Are there? What are they?

The new facility was largely paid for by their clients, so that's not a barrier to entry.

In fact, it's a red flag, as HVO are tied down by those clients.

What's stopping Indian/Chinese companies from opening a facility in their countries, there's plenty of money to build their own???

I've said it before, I believe the business model is questionable.