Concepta Share Discussion Threads

[b3121] 29/9/2016 16:35

2acorn, there is every chance.

However, let's go one step at a time - the next being sales which i believe we should here more on in the next week or two!

Once we get CE markings in the UK and EU, who knows what the price will be. Either way I believe that this is tremendously undervalued and under the radar right now.

[2acorn] 29/9/2016 01:00

Think this could be 30p by christmas

[b3121] 28/9/2016 21:08

Lol @ Affe!

Another great performance today, and the MMs are certainly looking for shares, a dummy trade allowed me to sell over 70k shares. Obviously I didn't sell!!

Let's see how we do tomorrow and whether we see a cheeky RNS in the morning :)

[2acorn] 28/9/2016 09:11

Agreed Affe!

[wazugelcartelera] 27/9/2016 20:45

I can't see the NHS buying in bulk . This company is selling snake oil.
It look a scam

[smart_investor] 27/9/2016 09:03

www.proactiveinvestors.co.uk/columns/beaufort-securities/26127/beaufort-securities-breakfast-alert-concepta-mysquar-valirxcityfibre-infrastructure-26127.html

[smart_investor] 27/9/2016 09:02

Corporate Broker has a 26p price target in Concepta

[...]


Concepta (LON:CPT, 18.50p) – Speculative Buy

Concepta plc, the UK healthcare company targeting the personalised mobile health market with a primary focus on women’s fertility, yesterday announced that it has signed a Manufacturing Agreement with Shijiazhuang Huanzhong Biotech Limited (‘HZ Biotech’), a leading Chinese manufacturer with operations in Shijiazhuang, to assemble and package Concepta’s ‘My Lotus’ fertility product. This Agreement is in line with the Group’s strategy as it builds towards the launch of its My Lotus product for unexplained infertility into China in H2 2016. Under the terms of the Agreement, HZ Biotech will exclusively assemble and package Concepta-produced components (including bulk tests and electronic meters), to produce Concepta’s My Lotus product to specification for the Chinese market. HZ Biotech will utilise its manufacturing site and processes, adhering to locally applicable laws and Chinese regulatory requirements. In addition to assembling the final My Lotus product, HZ Biotech will be the sole purchaser of Concepta’s My Lotus product and help facilitate its launch to the Chinese market and include post-market surveillance. Concepta will also look to work with a network of distributors in China to help achieve maximum market penetration in China and will update the market on these developments in due course.

Our view: This news marks a significant step for Concepta towards the launch of its ‘My Lotus’ fertility product into China in 2016. With regulatory approvals already in place in China, the Chinese market represents a highly attractive initial launch market for Concepta. An estimated 4 million women in China each year discover that they have unexplained infertility. The sheer scale of the target market, combined with a growing Chinese middle class for whom our My Lotus product is affordable and recent regulatory changes regarding the one-child policy, all create the conditions for an exceptional market opportunity. As such annual revenue potential for this target market alone is expected to be worth £250m per annum. Beyond this, Concepta’s next step will be to gain regulatory approval to address the EU opportunity, which is valued at a further £350m. Indeed, Human infertility is a critical but much neglected aspect of reproductive health and one that identifies a highly motivated target consumer group. The World Health Organisation, for example, estimated in 2010 that 48.5 million couples worldwide were unable to conceive after five years of trying. Within this, the global opportunity addressed by Concepta’s offering is estimated to be worth as much as US$2 billion. Further out, its technology platform also opens a much wider opportunity for personalised monitoring and self-diagnosis. Beaufort reiterates its Speculative Buy rating on the shares, with a price target of 26p.

Beaufort Securities acts as corporate broker to Concepta

[2acorn] 27/9/2016 03:33

City Link target price now £4.10? Thought thats what I saw.

[zebbo] 26/9/2016 22:09

Recon it may be after CE approval. So many potential customers to satisfy, lab / factory needs to grow to keep pace with sales... If we are at breakeven at this point, who knows what any placing may look like

[b3121] 26/9/2016 20:37

I agree AffeMoose, just got to hold for these announcement to keep coming.
The product is sound and the team has done a great job so far.

The price is steady, or at least it has been for since our last big jump. Small businesses like this with huge potential are always looking for funding so placing is a possibility, however, i see it as a positive and will only strengthen the price 6 months from now.

But personally, i think there will be a few more significant announcements before any potential placing.

Right now, i'm smiling and i'm waiting for that sale to be made public :)

[affemoose] 26/9/2016 18:00

whole maret has been 'risk off' ahead of The Donalds appearence tonight and Deutsche's hiccup.

Best way to trade this share is to forget you own it for 6 months.

[geoffmanana] 26/9/2016 16:33

So many sells today, and finished down.....does not make any sense after todays announcement, unless there is a placing around the corner.

[smart_investor] 26/9/2016 10:26

Nice update from Erik and Concepta this morning. All the pieces falling into place. Anyone take a guess what our first order will be value wise?

[affemoose] 26/9/2016 10:21

What I found interesting was that HZ will do the marketing, which was a concern of mine (sorry to be so pedantic on the issue but you can have the best product around but if folk dont know it exists they cant buy it).

[affemoose] 26/9/2016 10:20

here you go kids:

Concepta plc (AIM:CPT), the UK healthcare company targeting the personalised mobile health market with a primary focus on women's fertility, announces that it has signed a Manufacturing Agreement ('the Agreement') with Shijiazhuang Huanzhong Biotech Limited ('HZ Biotech'), a leading Chinese manufacturer with operations in Shijiazhuang, to assemble and package Concepta's 'My Lotus' fertility product. This Agreement is in line with the Company's strategy as it builds towards the launch of its My Lotus product for unexplained infertility* into China in H2 2016.

Under the terms of the Agreement, HZ Biotech will exclusively assemble and package Concepta produced components (including bulk tests and electronic meters), to produce Concepta's My Lotus product to specification for the Chinese market. HZ will utilise its manufacturing site and processes, adhering to locally applicable laws and Chinese regulatory requirements. In addition to assembling the final My Lotus product, HZ Biotech will be the sole purchaser of Concepta's My Lotus product and help facilitate its launch to the Chinese market and include post-market surveillance. Concepta will also look to work with a network of distributors in China to help achieve maximum market penetration in China and will update the market on these developments in due course.

Concepta's MyLotus is the only consumer product which allows both quantitative and qualitative measurements of a woman's personal hCG and LH hormone levels in an easy to use home test to facilitate higher conception rates and early diagnosis of any fertility problems. Competitor products currently only allow qualitative measurement and are based on the 'average woman'.

Commenting on the Agreement, Erik Henau, Concepta CEO said: "I am delighted to announce this agreement with leading Chinese manufacturer HZ Biotech, which marks a significant step for Concepta towards the launch of our 'My Lotus' fertility product into China in 2016. With regulatory approvals already in place in China, the Chinese market represents a highly attractive initial launch market for Concepta. An estimated 4 million women in China each year discover that they have unexplained infertility. The sheer scale of the target market, combined with a growing Chinese middle class for whom our My Lotus product is affordable and recent regulatory changes regarding the one-child policy, all create the conditions for an exceptional market opportunity. As such annual revenue potential for this target market is expected to be worth £250m per annum.

"We look forward to updating the market on our progress with HZ Biotech as we roll out our flagship fertility product in our first international market with the UK and Europe targeted for 2017."

[b3121] 26/9/2016 08:58

Well Done Geoffmanana!

I'll be looking to add to my stash too this week. This is very positive news, news that will act as our platform for growth.

With the agreement now signed, the first order is ever closer! A £250m opportunity averaged out across a potential 20 distributors = a lot!!! Particularly when you take our current market cap into consideration.

Keep faith with this one, it is about to blow....

[geoffmanana] 26/9/2016 08:38

Added another 50k at 21p this morning.....not showing yet.
These are definitely under the radar for the time being.

[smart_investor] 25/9/2016 10:29

Erik said in the interview "As we grow and within our plan then thats subject to pretty soon, further announcements then we are looking at switching from a manual assembly to an automated production line. All that will be located in different manufacturing premises. All that was part of the admission document to AIM".

So I have read through the Admission document once again to see what part of it Erik was referring too in the interview. It looks like this paragraph which Shiajiazhuang Huanzhong Biotech Limited (SHBL) will act as our 'assembler and packager' for the MyLotus product in China.

Admission Document: "Product registrations in China under CFDA have been obtained by Concepta’s manufacturing partner, Shiajiazhuang Huanzhong Biotech Limited (“SHBL”). Concepta has entered into an agreement with SHBL (set out in more detail in paragraph 15.18 of Part VIII of this document), whereby SHBL has confirmed that it holds the registration of the products for the benefit of Concepta alone, and that it will use the registration solely for the production of the Concepta products. Additionally Concepta has the right to acquire the business holding the registration if certain events were to occur. Once production for the Chinese market commences, it is also anticipated that SHBL will act as assembler and packager of Concepta’s products from components (tests and MyLotus Meters) to be supplied by Concepta though no formal assembly agreement has yet been signed. Following Admission, this registration means that Concepta will be in a position to take orders immediately post Admission".


I am guessing there will be news on this very soon alongside confirmation of our distribution agreement sign off.

I am looking forward to our first order for the product. Hopefully it will be a real statement of intent to the market that we mean business as a new revenue generating company listed on AIM. We are valued at about £21 million now. If the figures on the first order look favourable (hopefully it will be quoted in pounds) then you can wave that market cap and 19p share price goodbye. Especially with Europe CE marking some 6-7 months away.

[b3121] 25/9/2016 01:09

Agreed, all really positive stuff.

I'm excited about the next three weeks and then the next three months that follows.
If all goes to plan, and the CE marking is secured by April, this could be my most successful ever stock!

What's more is that I like concepta and what is is hoping to achieve.

[smart_investor] 24/9/2016 20:47

Very interesting that we have had requests from companies to make 'stuff' for them. Another revenue stream that I had never thought of so a very nice surprise.

Also I am very happy to hear we going from manual assembly to an automated one. An automated assembly will mean more of the product can be made and of course at a cheaper cost. Economies of scale!

Did I hear that correctly? They have visited China twice since listing onto the stock market to finalise agreements? As Erik says 'more announcements on this, its falling into place'.