Lloyds had very high exposure to UK residential housing market. Not sure after TSB split whether that still pertains. Suspect it does. With interest rate cycle turning and likely house price falls expect bad debt provisions on loans to increase. I wouldn't touch it personally. But then I don't invest in businesses involved in gambling/alcohol/usury
-
Contact the PP Team
Buying shares?
- Thread starter DeadlyVenom
- Start date
Lloyds had very high exposure to UK residential housing market. Not sure after TSB split whether that still pertains. Suspect it does. With interest rate cycle turning and likely house price falls expect bad debt provisions on loans to increase. I wouldn't touch it personally. But then I don't invest in businesses involved in gambling/alcohol/usury
SALV excellent news and could be start of a much bigger move going forward
https://markets.businessinsider.com/news/stocks/portage-to-acquire-salvarx-limited-1027458310
Declan Doogan, C.E.O. of Portage, remarked, "Since we completed the distribution of Biohaven shares, we have been looking for other exciting undervalued opportunities with near term inflection points. The acquisition of SalvaRx Limited represents the next evolution of Portage as we acquire interest in 10 products in the exciting area of immuno-oncology led by a top class team. Portage is now poised to advance several products to clinical proof of concept and hopefully take advantage of strong capital markets and increased levels of pharma mergers and acquisitions to bring yet more returns to our shareholders."
https://markets.businessinsider.com/news/stocks/portage-to-acquire-salvarx-limited-1027458310
Declan Doogan, C.E.O. of Portage, remarked, "Since we completed the distribution of Biohaven shares, we have been looking for other exciting undervalued opportunities with near term inflection points. The acquisition of SalvaRx Limited represents the next evolution of Portage as we acquire interest in 10 products in the exciting area of immuno-oncology led by a top class team. Portage is now poised to advance several products to clinical proof of concept and hopefully take advantage of strong capital markets and increased levels of pharma mergers and acquisitions to bring yet more returns to our shareholders."
mmkextreme_1
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Wouldn't rate hikes help the bank? Yes, there will be an increase in bad mortgages but the UK Treasury must be sure that the economy is improving. Yes, your right they still do have a considerable amount of the residential housing market.
Read some books ?
Jesse Livermore / Edwin Lefevre - Reminiscences of a Stock Operator
Zulu Principle - Jim Slater
One up on Wall St - Peter Lynch
Are some classics I have read
Start by investing in an industry you have interest in/work in? and maybe some special insight (idea behind Zulu Principle). My earliest investment was in football clubs like Manchester United.
Bewal Express
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Tbh its my instinct. It may be wrong but i think its worth a punt.
jaspa888
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With respect, this thread is about discussing the merits of companies and stocks based on more than just gut feel. There are some naive investors around, so investment advice should have some gravitas and basis.
Bewal Express
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Thats fair enough.
Bewal Express
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jaspa888
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Its one view BE, but it does not look at the underlying business.
- Under huge pressure in broadband market, and will now be suffering increased churn
- EE merger not gone as well as expected
- Inability to shed thousands of jobs in top-heavy BT because VR is just too expensive for the long-serving, well-paid staff.
- Under huge pressure in broadband market, and will now be suffering increased churn
- EE merger not gone as well as expected
- Inability to shed thousands of jobs in top-heavy BT because VR is just too expensive for the long-serving, well-paid staff.
Eagle_Eye
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After a long hiatus from the aim casino.... thinking of opening some positions...
What are you holding or watching [MENTION=107620]s28[/MENTION] [MENTION=6556]jaspa888[/MENTION] and anyone else contributing here.
What are you holding or watching [MENTION=107620]s28[/MENTION] [MENTION=6556]jaspa888[/MENTION] and anyone else contributing here.
Syed1
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I only play in tech stocks as that is my field.
My portfolio has Apple, Netflix, AMD, Intel, Amazon and Google. Alhumdulilah all are very much in the green
My portfolio has Apple, Netflix, AMD, Intel, Amazon and Google. Alhumdulilah all are very much in the green
jaspa888
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Ive still got long positions in HURR (first oil in H1 2019) and CPX. AIM, generally, has put me off for not reflecting true market values, and how easy prices are to manipulate. And FTSE is just too dull...
Otherwise have been investing in BTL property where I get 15-25% yield with no headaches, as well chances of capital appreciation.
I'm quite worried about Markets and Political actors
However I think my two big positions right now are very undervalued and have enough stock specific drivers to justify holding them through thick and thin right now
AOR Aortech - developing biocompatible heart valve technology which could be a Holy Grail for that market. Leading Companies in that field are worth Billions. Even start up tech companies can get taken out at $100-500m. So AOR looks ultra cheap at £12m (80p). There is a Broker target of a 'potentially conservative' 400p on the stock. They also have some breast implant tech which could come to the fore soon. Had recent patents filed on the IP and in discussions with some big players. Could take target price to 800p+
PYC - Physiomics - guy running it now is ex GSK (not just any bit of GSK the Emerging Tech Platform bit), hes a qualified Medical Doctor / MBA / VC so it's really interested he alighted on PYC. There is a big move going on to marshal Big Data / AI / Machine Learning to both find new treatments but improve scheduling/precision/combinations of medicines and PYC could play a big role here. In November last year they signed a £500k deal with Merck their first ever Big Pharma big commercial contract since when they signed a few smaller contracts and pilots with small Bios and other Big Pharma. I fully expect other Big Pharmas to sign up (GSK has been rumoured and they recently made a big announcement about getting back into Oncology drugs which is where PYC tech is specifically targeted at).
AOR chart is constructive (even during supposed 'sell in May, go away' period stock up 100%+)
PYC chart after the 1p to 32p (3000%) over two days in November 2017 has been marking time between 4p and 12p but looks to have based and due a run soon
However I think my two big positions right now are very undervalued and have enough stock specific drivers to justify holding them through thick and thin right now
AOR Aortech - developing biocompatible heart valve technology which could be a Holy Grail for that market. Leading Companies in that field are worth Billions. Even start up tech companies can get taken out at $100-500m. So AOR looks ultra cheap at £12m (80p). There is a Broker target of a 'potentially conservative' 400p on the stock. They also have some breast implant tech which could come to the fore soon. Had recent patents filed on the IP and in discussions with some big players. Could take target price to 800p+
PYC - Physiomics - guy running it now is ex GSK (not just any bit of GSK the Emerging Tech Platform bit), hes a qualified Medical Doctor / MBA / VC so it's really interested he alighted on PYC. There is a big move going on to marshal Big Data / AI / Machine Learning to both find new treatments but improve scheduling/precision/combinations of medicines and PYC could play a big role here. In November last year they signed a £500k deal with Merck their first ever Big Pharma big commercial contract since when they signed a few smaller contracts and pilots with small Bios and other Big Pharma. I fully expect other Big Pharmas to sign up (GSK has been rumoured and they recently made a big announcement about getting back into Oncology drugs which is where PYC tech is specifically targeted at).
AOR chart is constructive (even during supposed 'sell in May, go away' period stock up 100%+)
PYC chart after the 1p to 32p (3000%) over two days in November 2017 has been marking time between 4p and 12p but looks to have based and due a run soon
landy90 4 Jul '18 - 08:15 - 453 of 487
Breast implant tech has not really changed over the last 40 years. AORTECH has three potential game changers
1. SHELL
A more durable and abrasion resistant shell material, so improving safety and life of implant
2. FILLER
A gel compound that is much lower density than silicon gel, thus reducing the weight of the implant giving a more natural feel. They also have a foaming tech that would also reduce density of implant.
3. PROCEDURE
A process for filling an implant in situ, thus making the procedure minimally invasive with less scarring.
Breast implant tech has not really changed over the last 40 years. AORTECH has three potential game changers
1. SHELL
A more durable and abrasion resistant shell material, so improving safety and life of implant
2. FILLER
A gel compound that is much lower density than silicon gel, thus reducing the weight of the implant giving a more natural feel. They also have a foaming tech that would also reduce density of implant.
3. PROCEDURE
A process for filling an implant in situ, thus making the procedure minimally invasive with less scarring.
AOR held their AGM (Annual General Meeting) last week
Some of the shareholder reactions following the meeting
landy90 24 Aug '18 - 12:29 - 1690 of 1755
Real quality on the board now, genuine enthusiasm and a can do attitude. Cant see why they cant make it work. The Ghost of AorTech Past attended with a bit of an axe to grind but Bill told him to Eff Off.
scotialoser 24 Aug '18 - 11:36 - 1683 of 1755
I attended having held these in significant amounts
for many years.
The new well chosen board seem very enthusiastic and did not suppress an air of excitement . Obviously no news beyond that already released but their demeanour has left me even more regretful of not taking up the 30p offer. As previously indicated they are now strongly refocussed on both the heart valve and Elasteon after the long period of distraction and stagnation dealing with litigation . Beware just my observations , possibly influenced by the same rose tinted glasses that I had on when buying in at 400 plus years ago. At least I enjoyed my most expensive ever coffee yesterday
Greedy Rooster 24 Aug '18 - 12:36 - 1691 of 1755
I'm really impressed by Bill Brown - and given his career, he knows what is required and how to make it work for shareholders. Presented with an IP portfolio of quality, they now just need to maximize commercial value, and with the strategy they have put in place, this could and should be a very lucrative investment.
Some of the shareholder reactions following the meeting
landy90 24 Aug '18 - 12:29 - 1690 of 1755
Real quality on the board now, genuine enthusiasm and a can do attitude. Cant see why they cant make it work. The Ghost of AorTech Past attended with a bit of an axe to grind but Bill told him to Eff Off.
scotialoser 24 Aug '18 - 11:36 - 1683 of 1755
I attended having held these in significant amounts
for many years.
The new well chosen board seem very enthusiastic and did not suppress an air of excitement . Obviously no news beyond that already released but their demeanour has left me even more regretful of not taking up the 30p offer. As previously indicated they are now strongly refocussed on both the heart valve and Elasteon after the long period of distraction and stagnation dealing with litigation . Beware just my observations , possibly influenced by the same rose tinted glasses that I had on when buying in at 400 plus years ago. At least I enjoyed my most expensive ever coffee yesterday
Greedy Rooster 24 Aug '18 - 12:36 - 1691 of 1755
I'm really impressed by Bill Brown - and given his career, he knows what is required and how to make it work for shareholders. Presented with an IP portfolio of quality, they now just need to maximize commercial value, and with the strategy they have put in place, this could and should be a very lucrative investment.
CAP-XX, a world leader in supercapacitors, is pleased to announce that Apple Inc. ("Apple") has selected the Spire Health Tag wearable device, which incorporates a CAP-XX Thinline supercapacitor, to be a featured health product in Apple stores globally.
jaspa888
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Wow. Pity it retraced but great news.
CPX awesome news
New licence agreement with TDK
CAP-XX is pleased to announce that it has reached agreement with TDK Corporation of 3-9-1 Shibaura, Minato-ku, Tokyo, JAPAN ("TDK"), whereby TDK will licence a family of CAP-XX's patents on a non exclusive basis for a range of supercapacitor sizes.
TDK, one of the World's largest electronic component suppliers, with sales in excess of US$11 billion and over 100,000 employees, will join Murata and AVX as licencees of CAP-XX's supercapacitor IP, as CAP-XX pursues its strategy of building and licencing its IP portfolio.
The royalty rate to be paid to CAP-XX is in line with the royalty rate agreed to in other licence agreements previously announced with Murata and AVX. No further financial details relating to the transaction will be disclosed due to confidentiality provisions in the agreement.
Anthony Kongats, Chief Executive of CAP-XX said:
"We are delighted to have licenced our supercapacitor technology to TDK, which is a leading participant in the global electronics market. We expect other licence agreements to follow for our intellectual property, which is critical to the production of supercapacitors as well as other related applications."
https://www.investegate.co.uk/cap-x...cence-agreement-with-tdk/201810080700052046D/
New licence agreement with TDK
CAP-XX is pleased to announce that it has reached agreement with TDK Corporation of 3-9-1 Shibaura, Minato-ku, Tokyo, JAPAN ("TDK"), whereby TDK will licence a family of CAP-XX's patents on a non exclusive basis for a range of supercapacitor sizes.
TDK, one of the World's largest electronic component suppliers, with sales in excess of US$11 billion and over 100,000 employees, will join Murata and AVX as licencees of CAP-XX's supercapacitor IP, as CAP-XX pursues its strategy of building and licencing its IP portfolio.
The royalty rate to be paid to CAP-XX is in line with the royalty rate agreed to in other licence agreements previously announced with Murata and AVX. No further financial details relating to the transaction will be disclosed due to confidentiality provisions in the agreement.
Anthony Kongats, Chief Executive of CAP-XX said:
"We are delighted to have licenced our supercapacitor technology to TDK, which is a leading participant in the global electronics market. We expect other licence agreements to follow for our intellectual property, which is critical to the production of supercapacitors as well as other related applications."
https://www.investegate.co.uk/cap-x...cence-agreement-with-tdk/201810080700052046D/
PYC sounding good for continued progress and momentum
"The Company made considerable progress last year and there is a renewed sense of momentum in the business. Following the deal with Merck KGaA, the team led by Dr Jim Millen secured further contracts in H2. This success is underpinned by acceptance of the use of modelling and simulation in the R&D process and the evolution of our Virtual Tumour technology to take advantage of this. This performance has continued into the new financial year with a healthy pipeline of new opportunities underpinned by existing contracts."
https://www.investegate.co.uk/physi...-year-ended-30-june-2018/201810080700052035D/
"The Company made considerable progress last year and there is a renewed sense of momentum in the business. Following the deal with Merck KGaA, the team led by Dr Jim Millen secured further contracts in H2. This success is underpinned by acceptance of the use of modelling and simulation in the R&D process and the evolution of our Virtual Tumour technology to take advantage of this. This performance has continued into the new financial year with a healthy pipeline of new opportunities underpinned by existing contracts."
https://www.investegate.co.uk/physi...-year-ended-30-june-2018/201810080700052035D/
jaspa888
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Fantastic news re. CPX. Should be looking at 52 week high soon, given the recent news. Pity the court case for the patent isnt until next summer.
Majestic_Inzi
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guys what do you think of SkinBioTherapeutics plc (SBTX), currently doing human testing on their product.
Majestic_Inzi
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optibiotix (opti) owns 41% of the company.
Majestic_Inzi
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another one, red rock resources, not the best guy in charge but mkt cap only 3.5m.
They have over £3m in bank, own shares in jms whch equate to another £3.3m, receive annual divi from jms shares of £1m, expected 500k divi on wed.
Currently in arbitration to get back their migori gold license which has jorc reserve 1.2Moz and are looking at cobalt asset in Congo.
Looks very cheap?
They have over £3m in bank, own shares in jms whch equate to another £3.3m, receive annual divi from jms shares of £1m, expected 500k divi on wed.
Currently in arbitration to get back their migori gold license which has jorc reserve 1.2Moz and are looking at cobalt asset in Congo.
Looks very cheap?
Majestic_Inzi
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RRR I like. Their position in JMS alone is worth more than current price. Need to get rid of that idiot CEO though.
I think the JMS itself is undervalued, mkt cap aus$650m, profit aus$200m+ per annum, no debt.
They have this migori gold asset which has jorc reserve of 1.2Moz which they say is about to be returned.
RRR mkt cap is only 3.5m which is absurd no matter who is in charge.
Given the dividend stream you're correct on JMS it must be trading on something like 10-15% yield (actual payout yield vs the earnings yield looks like 20-30% so a 2x covered dividend) if not higher. Any conventional analyst would say that is telling you the market thinks the dividend yield is unsustainable but they seem to be sustaining it and the cashflow seems strong and no sign of the manganese price cracking. It's an in demand commodity which will be crucial to steel alloys essential for China's new Silk Road infrastructure build out.
Hey newbie here, long time lurker 
Been in and out of the stocks game, mainly on FTSE 250 and penny shares, just wondering what you guys are holiding/looking at potential wise?
Also [MENTION=6556]jaspa888[/MENTION], @s28, [MENTION=47691]Zed_mann[/MENTION] - what resources/research do you use for tracking stock and also spotting potential boomers... before they boom
:
Finally I'm lookingto go back with II (Interactive Investor) as my broker - you guys have any recommendations for anyone cheaper/better? It's most likely going to be UK/£ shares for now, with about £3k to play with!
Thanks again, appreciate your time
Been in and out of the stocks game, mainly on FTSE 250 and penny shares, just wondering what you guys are holiding/looking at potential wise?
Also [MENTION=6556]jaspa888[/MENTION], @s28, [MENTION=47691]Zed_mann[/MENTION] - what resources/research do you use for tracking stock and also spotting potential boomers... before they boom
:Finally I'm lookingto go back with II (Interactive Investor) as my broker - you guys have any recommendations for anyone cheaper/better? It's most likely going to be UK/£ shares for now, with about £3k to play with!
Thanks again, appreciate your time
I use II. Not got any complaints.
I tend to read RNSes in the morning to keep an eye out for potential boomers.
https://www.investegate.co.uk/index.aspx?limit=-1
It's a good discipline anyway and educational
Follow a few guys on Twitter. They may generally talk their own book but might occasionally alight on a good one themselves or RT an interesting news item to sector or stock you might want to do your own research on.
Most of my highest conviction ideas I put on here so currently very interested in AOR and PYC. They are both bio/pharma/medtech related because I'm worried about global economy but expect healthcare spending generally (defensive characteristics) and specifically providing for baby boomer generation (long term secular growth) to be attractive sectors which should weather a storm.
AOR and PYC also have individual stories which could play very well and become hot concept stocks in which case from current £10m and £3m market cap they have huge potential to grow bigger if they execute
I tend to read RNSes in the morning to keep an eye out for potential boomers.
https://www.investegate.co.uk/index.aspx?limit=-1
It's a good discipline anyway and educational
Follow a few guys on Twitter. They may generally talk their own book but might occasionally alight on a good one themselves or RT an interesting news item to sector or stock you might want to do your own research on.
Most of my highest conviction ideas I put on here so currently very interested in AOR and PYC. They are both bio/pharma/medtech related because I'm worried about global economy but expect healthcare spending generally (defensive characteristics) and specifically providing for baby boomer generation (long term secular growth) to be attractive sectors which should weather a storm.
AOR and PYC also have individual stories which could play very well and become hot concept stocks in which case from current £10m and £3m market cap they have huge potential to grow bigger if they execute
Last edited:
Thanks dude!
I have AOR on my wish list too, spent the last bit I had today on ANGS - they've had cranes and deliveries come on site today, so from next week looks like they will strike and hopefully the price will go from 12.5p up to mid 20's soon!!
Will try and top up HURR & SXX in the short term!!
I have AOR on my wish list too, spent the last bit I had today on ANGS - they've had cranes and deliveries come on site today, so from next week looks like they will strike and hopefully the price will go from 12.5p up to mid 20's soon!!
Will try and top up HURR & SXX in the short term!!
Forgive me for sounding daft, but what are you looking out for in this chart?
Are the blocks buys of stocks for PYC?
Anyone here invested in YU? Major drop lsat week and a rise of 30%+ today - another that has great prospects and it's books look healthy
jaspa888
Local Club Star
- Joined
- Aug 1, 2007
- Runs
- 1,984
Hey newbie here, long time lurker
Been in and out of the stocks game, mainly on FTSE 250 and penny shares, just wondering what you guys are holiding/looking at potential wise?
Also [MENTION=6556]jaspa888[/MENTION], @s28, [MENTION=47691]Zed_mann[/MENTION] - what resources/research do you use for tracking stock and also spotting potential boomers... before they boom
Finally I'm lookingto go back with II (Interactive Investor) as my broker - you guys have any recommendations for anyone cheaper/better? It's most likely going to be UK/£ shares for now, with about £3k to play with!
Thanks again, appreciate your time
Sorry yaar, just seen this.
For the last couple of years, I am long in just two holdings: CAP-XX and HURR. Both have lots of upside, but also mitigated risk as they're on AIM.
For trading, I use share.com though the cheapest out there is http://www.x-o.co.uk/.
Good luck.
Forgive me for sounding daft, but what are you looking out for in this chart?
Are the blocks buys of stocks for PYC?
Anyone here invested in YU? Major drop lsat week and a rise of 30%+ today - another that has great prospects and it's books look healthy
55% rise in YU today, nice little profit if I was to sell now, but waiting for them to increase further by the end of the year!
Thanks [MENTION=6556]jaspa888[/MENTION] ! HURR is something I will look into for sure, what did you buy at and how long are you looking to hold till?
jaspa888
Local Club Star
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I bought in at 17p just over 2 years ago. Not going to trade this stock, and looking to stay until first oil.
jaspa888
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Majestic_Inzi
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kp2 another sxx.
[MENTION=107620]s28[/MENTION] - are you on twitter mate? Heard a few people mention some key Merck news next week that is likely to give PYC a good spike in share price?
Was looking to get into PYC anyway but have a lot of funds stuck in OEX atm, but then dont want to miss out on PYC either
I attended last week's Physiomics AGM at their offices in Oxford Science Park
There are two distinct parts to their business either of which is worth multiples of the current price IMHO
I would not set too much store by expectations of a renewal RNS re Merck personally there are much bigger fish to fry (PYC CEO is ex GSK and GSK are getting back into Oncology in a big way especially Immunotherapy which is PYC's core Modelling & Simulation expertise)
Their comparitor Sensyne listed on AIM recently and is valued at £240m despite having £0m of revenue. Physiomics who are near neighbours of Sensyne on Oxford Science Park know many of their employees and work in the same field of applying AI Artificial Intelligence / Machine Learning to data. If anything PYC are ahead of SENS in applying AI to cancer
There are two distinct parts to their business either of which is worth multiples of the current price IMHO
I would not set too much store by expectations of a renewal RNS re Merck personally there are much bigger fish to fry (PYC CEO is ex GSK and GSK are getting back into Oncology in a big way especially Immunotherapy which is PYC's core Modelling & Simulation expertise)
Their comparitor Sensyne listed on AIM recently and is valued at £240m despite having £0m of revenue. Physiomics who are near neighbours of Sensyne on Oxford Science Park know many of their employees and work in the same field of applying AI Artificial Intelligence / Machine Learning to data. If anything PYC are ahead of SENS in applying AI to cancer
Interesting - especially with the Sensyne comparison! Why is the market valuing PYC so low then - lack of trust from investors? Market unaware? Strange but exactly this week last year they rose 10x from .90p to 11p!! Were you a holder at that time too?
Why is the market valuing PYC so low then
A history of lack of delivery
The market and technology to do data-mining not being ready
Market is unaware and clueless (that's why you get stocks going up 10x in a day the upside is 'undiscounted adequately')
However New Management are good and are delivering
I was a holder for much of the move from 1p to 32p. Have added since. Now own a decent single figure %of the Company. I think the value could be of the order of 100p+
Oh and how was the AGM sorry? Positive updates? What timeframes are they working towards
They're professionals. They keep cards close to their chest. I got much more positive impressions on what they think potential is than last year. No promises.
A history of lack of delivery
The market and technology to do data-mining not being ready
Market is unaware and clueless (that's why you get stocks going up 10x in a day the upside is 'undiscounted adequately')
However New Management are good and are delivering
I was a holder for much of the move from 1p to 32p. Have added since. Now own a decent single figure %of the Company. I think the value could be of the order of 100p+
Oh and how was the AGM sorry? Positive updates? What timeframes are they working towards
They're professionals. They keep cards close to their chest. I got much more positive impressions on what they think potential is than last year. No promises.
Eagle_Eye
ODI Debutant
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- Jan 11, 2010
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- 9,954
It's a great stock to short after it's gone high..... can you still short sell it?
PYC has been around for almost 15 years I think. It had a change of management in 2016. The new CEO is a Cambridge educated/London NHS medical doctor as well as an MBA. He worked in GSK (GlaxoSmithKline) enabling technology platform department prior to doing VC work. He seems to have alighted on PYC as a decent vehicle in 2016.I have attended AGMs and met him two years running now. I feel he is capableof running a substantially larger enterprise. To have his mix of skills is quite unusual. I think he will make a great success of PYC. After years of piddling around with £30k contracts here and there this time last year (exactly one year ago actually 28th November 2017) they signed a E500k deal with German Pharma Merck KGgA so a major validation for the tech and services.
They also subsequently signed contracts with
Two Large Pharmas (for £30k size 'pilots/trials' - I believe one of those is Glaxo GSK)
Two small bios
Completed and started UK Government funded projects in AI/Personalised Medicine space with Oxford Uni/NHS collaborations.
They also subsequently signed contracts with
Two Large Pharmas (for £30k size 'pilots/trials' - I believe one of those is Glaxo GSK)
Two small bios
Completed and started UK Government funded projects in AI/Personalised Medicine space with Oxford Uni/NHS collaborations.
Mr.Q
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- Post of the Week
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Yes those days where you invest in any random stock and get multifold returns are long gone. You have to identify the multibaggers, which takes some effort and luck. But if you’re an astute trader, you’ll make money. Be cautious about crypto currencies. It’s basically a sand castle.
Since our friend mentioned BTC Bitcoin it has tanked in the six weeks since. Unfortunately when everyone thinks a stock/commodity/bond/currency is only going one way and are so sure of themselves it's actually a danger sign. Something I know from bitter and lived experience.
AVCT claimed to have done a massive deal with LG
Value of supposed potential contract multiples of prevailing Market Cap
Sounded too b.s. for me but chart set up looks ace
https://investegate.co.uk/avacta-gr...th-lg-chem-life-sciences/201812100700048872J/
10 December 2018
Avacta Group plc
Major multi-target Affimer® therapeutics development alliance with LG Chem Life Sciences
Up to $180 million in upfront, near term payments and development milestones
Value of supposed potential contract multiples of prevailing Market Cap
Sounded too b.s. for me but chart set up looks ace
https://investegate.co.uk/avacta-gr...th-lg-chem-life-sciences/201812100700048872J/
10 December 2018
Avacta Group plc
Major multi-target Affimer® therapeutics development alliance with LG Chem Life Sciences
Up to $180 million in upfront, near term payments and development milestones
ITX used to be called Revolymer. Seems to have disappointed expectations in the past but claims to have relationships with decent players like Akzo Nobel and Croda so has decent partners if it can start selling to them in volume.
Love this sort of pincer movement set up, usually resolves one way or the other with a big move
Love this sort of pincer movement set up, usually resolves one way or the other with a big move
Did say HVO was shaping nicely
Good move today on positive data
https://investegate.co.uk/hvivo-plc...ib-flu-v-challenge-study/201901100700066819M/
Good move today on positive data
https://investegate.co.uk/hvivo-plc...ib-flu-v-challenge-study/201901100700066819M/
HVO Hvivo
Disappointed in the past. Involved in developing new Flu vaccines. Could be big potential if they deliver and has shown ability to perform strongly in short periods previously
GCM
Hope this is the turning point
http://otp.investis.com/clients/uk/gcm_resources/rns/regulatory-story.aspx?cid=1564&newsid=1226175
Hope this is the turning point
http://otp.investis.com/clients/uk/gcm_resources/rns/regulatory-story.aspx?cid=1564&newsid=1226175
Good news but the gating factor is and always has been Government of Bangladesh which unfortunately is one woman the vile corrupt dictatorial Sheikh Hasina
Mr. Ding Zheng Guo, Chairman of PowerChina International Group Limited, stated:
"POWERCHINA is delighted to be a partner with GCM to deliver an integrated mine and power plant for the people of Bangladesh. Completing the JV Agreement and EPC Contract were very important steps in progressing the combined Project. As the Power Plant contractor, we are committed to a positive relationship with the community and to construct an environmentally friendly power plant for the benefit of the local people.
POWERCHINA has made a strong contribution to Bangladesh, having completed 10 infrastructure projects including five power plants totaling US$750m and 12 current projects amounting to US$4.6 billion including two coal fired power plants of 1,670MW. We look forward to working with Datuk Michael Tang PJN and his team to deliver a world class proposal that is beneficial and acceptable to the Government of Bangladesh."
Mr. Ding Zheng Guo, Chairman of PowerChina International Group Limited, stated:
"POWERCHINA is delighted to be a partner with GCM to deliver an integrated mine and power plant for the people of Bangladesh. Completing the JV Agreement and EPC Contract were very important steps in progressing the combined Project. As the Power Plant contractor, we are committed to a positive relationship with the community and to construct an environmentally friendly power plant for the benefit of the local people.
POWERCHINA has made a strong contribution to Bangladesh, having completed 10 infrastructure projects including five power plants totaling US$750m and 12 current projects amounting to US$4.6 billion including two coal fired power plants of 1,670MW. We look forward to working with Datuk Michael Tang PJN and his team to deliver a world class proposal that is beneficial and acceptable to the Government of Bangladesh."
Majestic_Inzi
First Class Star
- Joined
- Feb 9, 2007
- Runs
- 3,970
all gains wiped out in the afternoon
AOR particularly looks awesome here
From the ADVFN stock BBs
Foldax, the business AorTech were in dispute with have just announced first in man approval from the FDA for a polymer valve that looks very much like the AorTech offering.
hTTps://www.massdevice.com/fda-gree...rial-for-foldaxs-tria-biopolymer-heart-valve/
This is very good news for AorTech and gives additional confidence that the AorTech valve should also get FDA approval to start trials.
A polymer valve going into man changes the mindset of the heart valve majors that still trade off 40 year old technology. Polymer valves are now no longer an interesting academic exercise but a serious commercial risk to their businesses.
There are 4 or 5 large valve companies, only one of them could buy Foldax… where do the rest go to for this technology?
As an interesting read through on the valuation of AorTech, Foldax raised over $10m in December to fund this trial at an estimated valuation of well over $100m.
AorTech may be little behind but in addition to the valve (patented) it has the polymer business, the patches and the grafts. All for less than 10% of the value placed on Foldax.
I suspect that any IP infringement would only be worth looking at once commercialised. By that time both AOR and Foldax will ne owned by someone else and it will be Baxter’s v Abbot or whatever rather than Bill v Frank.
More value in getting polymer valves into the market than frustrating launch.
In 2016 the series A2 round raised $3 for 18%. Since then they must have completed ISO preclinical testing which is the area of highest risk to prove the valve works in animals and can survive 10 years durability. The tecent fund raise will have been done with this data.Exit value while in human trials is $250m to 500m so $100m now is a minimum. Investors at this stage are looking for 2.5X over the course of human trials.
From the ADVFN stock BBs
Foldax, the business AorTech were in dispute with have just announced first in man approval from the FDA for a polymer valve that looks very much like the AorTech offering.
hTTps://www.massdevice.com/fda-gree...rial-for-foldaxs-tria-biopolymer-heart-valve/
This is very good news for AorTech and gives additional confidence that the AorTech valve should also get FDA approval to start trials.
A polymer valve going into man changes the mindset of the heart valve majors that still trade off 40 year old technology. Polymer valves are now no longer an interesting academic exercise but a serious commercial risk to their businesses.
There are 4 or 5 large valve companies, only one of them could buy Foldax… where do the rest go to for this technology?
As an interesting read through on the valuation of AorTech, Foldax raised over $10m in December to fund this trial at an estimated valuation of well over $100m.
AorTech may be little behind but in addition to the valve (patented) it has the polymer business, the patches and the grafts. All for less than 10% of the value placed on Foldax.
I suspect that any IP infringement would only be worth looking at once commercialised. By that time both AOR and Foldax will ne owned by someone else and it will be Baxter’s v Abbot or whatever rather than Bill v Frank.
More value in getting polymer valves into the market than frustrating launch.
In 2016 the series A2 round raised $3 for 18%. Since then they must have completed ISO preclinical testing which is the area of highest risk to prove the valve works in animals and can survive 10 years durability. The tecent fund raise will have been done with this data.Exit value while in human trials is $250m to 500m so $100m now is a minimum. Investors at this stage are looking for 2.5X over the course of human trials.
PYC
The Stigologist 13 Mar '19 - 11:00 - 4291 of 4296
PYC Physiomics has pottered around the AIM market for about 20 years
However some recent catalysts (new Management ex GSK), Government funding support, Big Pharma buy-in (£0.5m deal with Merck Kgaa) has seen revenues shoot up c.100% going from a previous run-rate of £0.2m a year to a current run-rate of c.£0.7m a year with cashflow breakeven (c.£3k cashburn last Half Year ; £500k+ cash in the bank)
Physiomics basically do computer modelling and simulation of drugs allowing 'in silico' clinical trials to take the place of some in-vivo (animal) trials.
More exciting going forward is the emerging use of AI and Machine Learning to predict what is the best dosing,scheduling and combination of drugs for a particular patient. Personalised or Precision Medicine is widely regarded as the future with Big Tech companies and Big Pharma both investing big sums in the sector.
At the upcoming premier Cancer research Conference the AACR Physiomics will be presenting some interesting abstracts e.g.
"We have developed a precision dosing app for Docetaxel in prostate cancer which requires a single weekly classical blood test in the first chemotherapy cycle. This app has the potential to significantly improve patient outcome at low cost without disrupting current clinical practice."
hTtps://www.abstractsonline.com/pp8/#!/6812/presentation/1720
The Stigologist 13 Mar '19 - 11:00 - 4291 of 4296
PYC Physiomics has pottered around the AIM market for about 20 years
However some recent catalysts (new Management ex GSK), Government funding support, Big Pharma buy-in (£0.5m deal with Merck Kgaa) has seen revenues shoot up c.100% going from a previous run-rate of £0.2m a year to a current run-rate of c.£0.7m a year with cashflow breakeven (c.£3k cashburn last Half Year ; £500k+ cash in the bank)
Physiomics basically do computer modelling and simulation of drugs allowing 'in silico' clinical trials to take the place of some in-vivo (animal) trials.
More exciting going forward is the emerging use of AI and Machine Learning to predict what is the best dosing,scheduling and combination of drugs for a particular patient. Personalised or Precision Medicine is widely regarded as the future with Big Tech companies and Big Pharma both investing big sums in the sector.
At the upcoming premier Cancer research Conference the AACR Physiomics will be presenting some interesting abstracts e.g.
"We have developed a precision dosing app for Docetaxel in prostate cancer which requires a single weekly classical blood test in the first chemotherapy cycle. This app has the potential to significantly improve patient outcome at low cost without disrupting current clinical practice."
hTtps://www.abstractsonline.com/pp8/#!/6812/presentation/1720
Interview with Physiomics Principal Consultant Dr Hitesh Mistry
<iframe width="560" height="315" src="https://www.youtube.com/embed/nKHRrX6EM7g" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<iframe width="560" height="315" src="https://www.youtube.com/embed/nKHRrX6EM7g" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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