Market's view on Aptamer Group

Published on April 2024

  • A significant order of at least £5 million is required within the next 6 weeks to avoid a share placement. However, due to poor cash flow from invoicing and loss of contracts, this seems unlikely without a new large licensing deal providing immediate funds.
  • Aptamer Group’s stocks showed a slight recovery, finishing in positive territory on a recent trading day, after spending most of the day undervalued.
  • Mr Slater is engaged in trading activities, selling shares when perceived overvalued and buying back at lower prices.
  • A high volume of shares, about 30 percent, has been traded recently, indicating significant market activity.
  • Multiple large share purchases reported, including stakeholders adding to their holdings. Rumours suggest possible director involvement in buying shares.
  • Speculation about a potential approach to the company.
  • S Chari has increased his stake to 5.18%, showing a positive signal to other investors.
  • Positive feedback from a pharma partner on Aptamer’s Optimer binders, suggesting potential outperformance compared to current testing molecules.
  • Forecasts anticipate necessary fundraising at a discounted rate to maintain operations due to insufficient contracts and a short cash runway.
  • Market sentiment shows some belief in a potential recovery for the company.
  • Despite a history of poor performance, there is optimism based on a solid cash runway for 2024, with potential for significant share price increases if good news arrives.
  • Concerns about the company’s viability due to inadequate business and cash flow, as evidenced by ongoing losses and a negative market outlook.
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