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Amphion Share Chat - AMP

Share Name Share Symbol Market Type Share ISIN Share Description
Amphion Innovations LSE:AMP London Ordinary Share GB00B0DJNP99 ORD 1P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00 +0.00% 4.75 4.50 5.00 4.75 4.63 4.75 209,038 12:50:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.3 -8.1 -5.8 - 9.34

Amphion Share Discussion Threads

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What if you were one of the others holders of m2m? Instead of 75% together you end up with 20% and then 10% after the merger! Still, I don't care about them!godolphin
godolphin - yes saw that, thanks. The actual fully diluted holding of the current m2m is 80%. Why don't they advertise these facts more I wonder because our real worth is far greater when these Loan Notes are included in a lot of our fledglings.2pablo
http://www.proactiveinvestors.co.uk/companies/stocktube/4337/amphion-innovations-chief-on-m2m-merger-move-4337.html All explained. Once the debt is converted they own 80% of m2m and it's a 50/50 merger so they end up with 40%.godolphin
Probably a bit like the Motif deal where loads of shares were given to amp for debt. Looking at the figures m2m owed $600k in June. Probably risen since then with the advice about the merger. So maybe the merged company doesn't want debt so will issue shares accordingly.godolphin
2pablo, Value of IP I should think?small crow
Unsure how a 26% investment in m2m becomes a 40% one in any enlarged group - seems mathematically challenging and have asked if AMP BOd can comment through email.2pablo
Latest deal looks like a typically shrewd and pragmatic move by AMP management. We might have to be patient for significant gains, but I like the level of energy moving AMP at the moment. I don't think anyone could accuse them of not trying...small crow
Many thanks 2pablo but let's hope we do not have to wait "a few years" before achieving a more realistic Capitalisation - I'd be very happy with double our current level but, then again, wouldn't we all? Good luck to you also.sorksandnorks
sorksandnorks - all things being equal, Yes - but they're not. I would imagine if you calculated the value of most stocks on Aim they would be well below the existing capitalisation. I suppose with our company all of our assets are shares in our fledglings. If we could sell all these holdings, which we can't e.g.Motif, we might raise that £33.8m - but it's all quite hypothetical. Personally, I'm awaiting Motif particularly to progress which I suppose could be a few years and Datatern to start getting some litigation settlements - which might not be that long. GL2pablo
So, if I understand things correctly, timbo003 has calculated our Capitalisation as of 15th September 2015 at £33.8 million and the current share price of 5.5p equates to a Capitalisation of £10.8 million. Is that correct? If so, does that mean that the share price should be around 17p?sorksandnorks
Timbo - Thanks for all the info. I was constructing a reply which had some new figures for our value(see below) but now see you have an updated table, brilliant. (Kromek value now changed. We have 5.75% of a Market Cap of £41.09m = £2.36m = $3.58 according to latest Holdings RNS on KMK on 28/8/15) Pity to see the drop in our value since June but Motif will probably bounce back again soon and Datatern I see is valued at next to nothing still - lol. Will read all your info. and absorb more later, thanks.2pablo
A few rather belated notes from last Thursday's Proactiveinvestor presentation: Richard Morgan (CEO) gave the presentation (20 minutes and then 10 minutes for Q&As). The link to the slide set is here: http://www.proactiveinvestors.co.uk/upload/SponsorFile/File/2015_09/Amphion-Innovations.pdf I think RM referred to slide 15 (shown in previous post above) on 2 or 3 occassions during the presentation, this was a useful slide, especially for the attendees who knew relatively little about the company. When discussing the portfolio companies RM pointed out that given the market cap for Amphion (circa £12m at 6p/share) and the fact that it trades at a discount to NAV of around 40%, this meant that if you wanted a cheap way into Motif, you could buy Amphion shares instead and get exposure to the other Amphion portfolio companies more or less for free. This was a bit of an over simplification due to the debt structure within Amphion, but RM did later explain about the gearing within the company, telling us that the company had total debt of £18m of which around £4-5m was external, the rest being internal. The convertible debt yields 5% cash or 7% in equity and converts at 10p/share. There is no current intention to reduce the stake in Motif and they would like to keep as much as they can although a Nasdaq float may provide an opportunity for a liquidity event of some sorts. Should they get a cash windfall from any of the investments they would use some of the proceeds to clean up the balance sheet and some of the proceeds as a war chest for future investments. RM did not dwell two long on either of the quoted companies (Motif and Kromek) but spent most time on DataTern and M2M. He pointed out that DataTern was on the balance sheet at just £200K but could eventually yield millions and expressed his optimism that large settlement cases should eventually be forthcoming with some very large companies. On M2M he said that this should be the next emerging opportunity for a valuation inflexion point from the portfolio. M2M have proprietary technology enabling them to produce coils that are used for various Magnetic Resonance applications. These coils are superior to existing coils in numerous respects but especially in the quality of the MRI images. The macro picture is looking good too, with MRI finding more and more applications (for example in personalised medicine). The intention is to merge the company with a suitable candidate (2-3 are currently being considered). The anticipated time frame is a few months.timbo003
See notes on Graham Lumsden's talk on Thursday: http://uk.advfn.com/cmn/fbb/thread.php3?id=33766380&from=537#firstpost A few notes on Richard Morgan's talk should follow later today/this evening.timbo003
I attended last might, I will write up a few notes later, meanwhile here's the slide set used by Richard Morgan (CEO) http://www.proactiveinvestors.co.uk/upload/SponsorFile/File/2015_09/Amphion-Innovations.pdftimbo003
Any one at the Amp proactive talk last night that could give a summary?snape
Chief Executive Richard Morgan will be presenting to investors at the Chesterfield Hotel in Mayfair on the 24th September from 6pm. To register to attend, please click here: http://tinyurl.com/ot266czaim_trader
Easy reading singer8 8 Sep'15 - 10:29 - 1261 of 1265 0 0 (Filtered) singer8 8 Sep'15 - 10:30 - 1262 of 1265 0 0 (Filtered) singer8 8 Sep'15 - 10:32 - 1263 of 1265 0 0 (Filtered)love it
Yes, better odds of success with every step, and the prize could be very significant. I commend the co on a nice, clear RNS BTW.small crow
Brillant news !!!garbil
hows you JLP trade at 21trader ????????????????? 21trader 3 Sep'15 - 08:45 - 343 of 350 0 0 Had a few 3.36p spreadsinger8
posting after a rise anther of your laughable postssinger8
LOL trying to claim credit again 21tradersinger8
Chat Pages: 74  73  72  71  70  69  68  67  66  65  64  63  >>

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