Amphion Innovations Share Discussion Threads

[singer8] 21/7/2015 12:33

dumped ADSS 21trader ??????????????????????????????

[singer8] 21/7/2015 12:31

con man and liar
be WARNED

[21trader] 21/7/2015 12:28

Bit slow stalker.

[singer8] 21/7/2015 12:26

21trader 21twitter hatetrader 55investor
WARNING pump and dump started

[21trader] 21/7/2015 12:18

MTFB seems to be stirring and possibly ready to hit new highs again. Time for
another 10-30% to be made in Amp

[baldrick1] 09/7/2015 10:14

Could this go below 6p close to placing price of 5p? Mtfb share price going down fast.

[baldrick1] 09/7/2015 08:37

Mtfb placing shares@50p should be out in the market.hence mtfb share price falling.amp could follow as it's fully diluted holdings of 29% also falling.

[rosejs2] 02/7/2015 09:38

The acquisition of 2,843,126 ordinary shares in Kromek Group plc was via Valiance Special Opportunities Co-Investment Master Fund L.P. exchanging Kromek Shares for convertible promissory notes issued by Amphion Innovations

[a1samu] 01/7/2015 22:30

AMP announced today that they sold 3,622,768 Kromek shares at about 40p each netting them proceeds of £1,449,107 or thereabout.

[baldrick1] 26/6/2015 09:19

That's meant to be a secret lol

[43rick] 25/6/2015 18:52

From the MTFB RNS 23rd June

"General Meeting 12 noon on 10 July 2015

Admission and dealings in the Placing Shares expected to commence on AIM on the later of:

(i) the business day following the General Meeting: or (ii) 3 clear business days following receipt of QIDP designation such grant not being later than 24 July 2015."

So placing of mtfb shares sometime between 11th July and 30th July

[isanboi] 25/6/2015 15:31

What dates that?

[baldrick1] 25/6/2015 09:04

Once the placing shares of mtfb @50p hits the market this will be coming right down again.

[dosser2] 25/6/2015 08:05

In for a few. Price jumped ! Sods law.

[falia] 24/6/2015 16:24

strong finish coming

[hlp_4u] 24/6/2015 11:38

Agree with comments on mm2. What concerns me is juat how big the burn is on legal expenses compared to the half year and I assume that that it is continuing at the same pace to date.Also worrying was the highlighting of the splitting of any winnings on successful payment claims. Directors have minority holdings in these I believe and may see this as the cleanest route to syphon funds back to repay their investments.Thirdly the need for the placing was very worrying....they had an institutional loan in place but didn't use it. Instead they did a placing at HALF the then NAV. That makes no sense SO WHY????? My guess is further use of the loan would make a breach of a covenant likely and the 50% discount on the placing reinforces my view that AMP isa highly leveraged all or nothing play on a string of court cases and iclaprim being a big success...thougg its intravenous application will severely limit sales and there is currently a lot of competitive products being developed. SUMM VAL SAR & VER all have one indevelopment and there are loads more over on Nasdaq. All IMHO DYOR

[baldrick1] 24/6/2015 08:48

Mtfb is rising but kmk is falling.once profit takers hit mtfb to try and removes overhang this will be down again imho

[baldrick1] 24/6/2015 08:40

The fall is just as quick as the rise

[hoggar] 23/6/2015 19:45

Reading between the lines in the CEO statement, it would appear Amphion are looking to do a deal with m2m which usually means one or two companies are interested in their products and IP. The company was put on the investment back burner in 2008 which halted m2m R&D program.
m2m will never be in a position to IPO, so the likely outcome is a M&A. Not sure of valuation with this one.

[timbo003] 23/6/2015 17:45

Whilst on the subject of NAV/share......

The other quoted share in the AMP portfolio is Kromek (KMK) which has had a good couple of days, rising from 40p (bid) on June 19th to 48p (bid) at the close today. This corresponds to a NAV increase for AMP of around 0.5p/share (every 16p change in KMK corresponds to a 1p change in NAV for AMP)

Therefore taking into account the rise in both KMK and MTFB since June 19th, the NAV for Amphion should be around 11.2p/share based on today's closing prices.

[timbo003] 23/6/2015 16:45

thanks dlm2602

My mistake (no spread sheet available earlier)

A 7p change in Motif share price corresponds to 1p change in AMP NAV/share, so current NAV is around 10.7p/share based on a closing offer price on Motif of 65p/share

I will correct the post above to ensure that mistakes don't multiply.

[dlm2602] 23/6/2015 12:11

timbo003.... Not sure about your maths.

AMP holds 28.3m shares in MTFB. A 5p increase in MTFB share price adds £1.41m to the NAV of AMP. There are currently around 197m shares in AMP. An increase of £1.41m in NAV equates to rise of just 0.7p, or in other words a 7p increase in MTFB should increase the NAV of AMP by 1p. In any event AMP is still a good way into MTFB imho.

[dlm2602] 23/6/2015 12:11

timbo003.... Not sure about your maths.

AMP holds 28.3m shares in MTFB. A 5p increase in MTFB share price adds £1.41m to the NAV of AMP. There are currently around 197m shares in AMP. An increase of £1.41m in NAV equates to rise of just 0.7p, or in other words a 7p increase in MTFB should increase the NAV of AMP by 1p. In any event AMP is still a good way into MTFB imho.

[timbo003] 23/6/2015 11:40

>>>Mr W

Yes they might go down to 50p, they might go up by a corresponding amount too, who knows, I don't.