Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Blimey, the critics of AGL are very vocal today. The time and effort required to keep posting on a stock you have no stake in. Don't you have jobs to go to? Seriously? lol
Sangi,
The purpose of this board is to post relevant news about AGL and discuss the company in a constructive informative manner.
AGL’s attendance at the DDR summit is new news and demonstrates more signs proactivity from the BOD and a commercial focus.
This board has been full of inane dross recently so I thought I’d post some actual news.
Agreed NikNak, let’s stick to looking at what the company are now doing and are planning.
No response to my previous post regarding an actual material piece of news:
DDR Inhibitor Summit in BostonToday 10:05
Just seen this post on Twitter. Very positive indeed. Before TwoGood tries to negatively spin it, it’s Boston Massachusetts in the USA… Not Boston Lincolnshire!
“It would seem #AGL are taking the commercialisation bull by the horns and are pitching at the DDR Inhibitors Summit in Boston.
With recent big news and the @proactive_UK One2One Forum this evening at 6pm, ANGLE are very much on the front foot in 2024!
ddr-inhibitors-summit.com“
https://x.com/redditdeluxe/status/1745385829973770410?s=46&t=IHEn1TE0c7FNFBktt6H8XQ
Just seen this post on Twitter. Very positive indeed. Before TwoGood tries to negatively spin it, it’s Boston Massachusetts in the USA… Not Boston Lincolnshire!
“It would seem #AGL are taking the commercialisation bull by the horns and are pitching at the DDR Inhibitors Summit in Boston.
With recent big news and the @proactive_UK One2One Forum this evening at 6pm, ANGLE are very much on the front foot in 2024!
ddr-inhibitors-summit.com“
https://x.com/redditdeluxe/status/1745385829973770410?s=46&t=IHEn1TE0c7FNFBktt6H8XQ
Sangi, Bantham,
It all comes down to timescales. Most investors in todays market see a longterm hold as a week or two, couple of months max. Many are left disappointed if the price doesn’t react instantly.
All of my biggest wins have come from observing a stock over a period on time, lots of research and buying at (what I hope is) the lows and waiting patiently. Then of course exiting at (hopefully) the top. I managed this at i3e from 4p to 30p but it took 20 months to come to fruition.
To be honest this board isn’t offering anything useful to me, or anyone else, as an investor aside from mild amusement. At the end of the day, AGL will either keep getting contract wins and earn more money in ever increasing amounts, or it won’t and it’ll stagnate and eventually fizzle out (which would be a great shame for cancer research and long term holders)
I bought in at 11p in November with the hope that the former would happen and as yet I’ve been very happy with the progress being made. Positive study results, a contract win, product launches, doubled share price, Berenberg broker target of 120p and the company very much on the front foot targeting more commercial opportunities. So long may it continue!
Bought some more on this morning’s dip. Traders impatience is an investors opportunity. TR1 level within reach.
Good luck to all genuine holders new and old.
6pm UK time Paz
Initially more deals with large pharma's (or a huge one) and/or seeing the current Eisai pilot study blossom into an ongoing expansive, lucrative deal.
Nice to see the outstanding studies come back soon (this quarter too)
No problem at all Sangi. That's fair enough. I like to ask why non-investors are posting on stocks I am invested in as some have more unsavoury agendas (shorting etc).
It will be interesting to see if AGL get to a point where you and Bantham are convinced of their "potential" future success and where Fevertree is a more contented long-term holder.
More interestingly for me is what will be the catalyst (should it happen) that tips you over the edge from sceptic to potential buyer.
FeverTree
Regarding my Newland being "Damned if he does and Damned if he doesn't" post below re tomorrow's presentation, as an investor yourself what could Newland say tomorrow that would make you sit up and think..." Ok this company may be turning a positive corner here"??
EC I was called out for calling out TwoGood as a deramper, but not hating on any Rampers so I had to pick a name and you are the most prolific poster on here. Apologies.
That's fair enough Bantham. I understand how a CEO can leave a bad taste etc.
Fingers crossed re AGL for me and for your other investments too.
Fair enough, but if you haven't invested and won't invest Sangi. I don't understand why you are wasting your valuable time posting multiple times a day on a BB that you have no stake in. (Who knows why TwoGood bothers or EC, but you seem to have a good head on your shoulders so I am curious)
I think it's unlikely that you're some white knight patrolling AIM forums with the aim of warning us "mug-punters" of the ills of certain companies. And if you're not a previous disgruntled investor who has lost money here, or you're not looking to try to drive the SP down for a cheaper entry, then why waste your time here? (Genuine question as I am truly baffled)
Sangi, All I was merely trying to get across is that despite the doom and gloom expressed by some on here. The past 3 months have seen a marked turn in fortunes/productivity for AGL, surely you must admit they are at least making an effort and the outlook is appearing more positive?
If not, I'll let Newland know he better get laying those golden eggs.
Bantham, I've looked at those shares too and both have a very good outlook.
I'll be interested to see what is said in the presentation tomorrow. However, Newland will seemingly be damned if he does or damned if he doesn't with regard to what he says.
If he comes out all guns blazing and says that they are in advanced talks with Mega-Major Pharma companies and all is astronomically excellent - He will be tarred with the "This is a typical Newland bluster-ramp and should be ignored"
If, however, he reads this BB and tries to come across to concerned investors in a more measured manner and says: "All is progressing well and we will update the market in due course" - He will be vilified as having lost momentum and as not having the drive to get this company over the line with the big-hitting pharma's. See my point.
I'm happy with what I've seen over the past few months and will allow Newland and AGL as a whole the time to recover the SP and overall value for shareholders.
Hi Bantham, Sangi, et al.
I just saw your post Bantham. Indeed it would be great to see another institutional investor buying (and we still might). But you must surely agree that the news over the past couple of months and the overall signs of life and positive upward trajectory are very encouraging. No?
Since 9th November AGL have:
- Issued a “Trading and Business Update” stating 2023 revenue has increased by 120%, 2024 Revenue is expected to triple (not including new contract wins) and they have a cash runway until Q2 2025.
- Launched PD-L1 Test to support Cancer studies.
- Launched Portait+ CTC Kit at the San Diego Breast Cancer Symposium.
- Announce the publication of breakthrough work by researchers at the University of New Mexico, US, into the role of CTC gene expression in the progression of melanoma brain metastasis. The researchers used the Parsortix system to harvest CTCs for analysis and concluded that "? gene expression in CTCs could be pivotal to prescribing more targeted treatment based on the needs of the patient.
- Berenberg broker Research note price target of 120p
- Pilot Study contract win for $250,000 with the "large" $14.3bn MCAP Eisai (with the aim of a successful study leading to more work from them)
- Breakthrough Clinical results from DNA molecular analysis of cancer patient blood samples that provide a unique insight into the progression of each patient's cancer and how this may be treated.
- Investor Global Frontier Partners increasing their holding from 5.32% to 6.47%
I know there have been frustrations in the past about Newland not bringing the product to market rapidly enough, but surely the past 3 months’ progress is noteworthy enough for a small pat on the back?
Although I reckon Newland could start sh*tting golden eggs and some members of this board would post that " sadly gold prices are in fact going to plummet over the coming months”.
Has AGL had a perfect track record with revenue generation since FDA approval? - Far from it.
Has AGL been working to make the product offering more commercially viable? - Yes, very much so.
Has the past 3 months been a positive sign that that work is potentially turning the trajectory of the company to the positive? - Yes I think so and that's why I have bought in and bought in heavily.
What was that you were saying about institutional investors not loading TwoGood?
This post on Twitter is worth a read with regards to who Eisai are:
With last week's pilot study contract win for #AGL here's some info on their new client Eisai:
- MCAP $14.3bn
- Over $5bn revenue in 2022
- Based in Japan but with over 40 subsidiaries worldwide
- 10,000+ employees
- Specialists in Oncology & Neurology
- 9 Production sites
- Ranked 38th in PharmaExec's top 50 global Biopharma Co's based on prescription drug sales
- Top selling drugs: Lenvima, Humira & Halaven (Breast Cancer)
https://www.pharmexec.com/view/2023-pharm-exec-top-50-companies
https://x.com/RedditDeluxe/status/1744714869528793169?s=20
Hi Sangi,
Just a quick question. Are you or have you been an AGL investor? I asked the same of FeverTree and Bantham, who I’ve chatted to on here and he had been in and out but was currently “watching with interest”. Just for my own curiousity as it helps me understand perspective re the company’s past and future outlook etc.
Reminder: Proactive One2One Forum Thursday 11th January 6pm.
https://x.com/RedditDeluxe/status/1744290361726386576?s=20