Amphion Innovations Share Discussion Threads

[ron64] 11/5/2015 18:26

Nice 1,250,000 buy at 6.59p after time today.

[i like trees] 11/5/2015 12:28

The buys continue after the late reported one on Friday. Loads of potential with Motif and outstanding license issues

[cottoner] 10/5/2015 17:14

Lots of discussion on LSE thread.

[ron64] 10/5/2015 17:08

Nice 2,250,000 buy at 6.44p after time on Friday

[granada7] 06/5/2015 12:15

hoggars post above is very interesting in giving background to MDMI and Firestar

[small crow] 06/5/2015 12:06

Looks interesting.

[ron64] 06/5/2015 09:38

A lot of the sells are buys same as yesterday

[canalet3] 20/4/2015 08:52

You could sit in a field with some cows and try it out quite easily.....

[canalet3] 19/4/2015 20:41

Mr. Loobrush, clean round the bend........

[loobrush] 19/4/2015 19:48

I think some caution is needed with AMP particularly with their MSRA cure company.
It was reported last week in the Mail that an old Anglo Saxon recipe of nettles, cows pee and some other herbs had been tested and found to be over 90% successfull in treating MSRA,and this is a natural remedy. Trials are ongoing.
It would be funny if this remedy turned out to be more successfull than Amps one.

[i like trees] 19/4/2015 18:44

Huge upside £££;£££

[granada7] 19/4/2015 17:33

may be worth tucking some AMP away

[caltonhill] 19/4/2015 07:42

dlm2602 is entirely correct. Motif + the other UK investments are really just side shows. The real point is a speculative highly geared US IP play. It is surprising how few have got this.

[i like trees] 18/4/2015 11:23

''The holdings in KMK, MTFB and their other partner companies are useful to have and could well be successful in their own right, but they are not the reason to hold AMP.''

I agree with the potential of upside if I believe the assets of KMK and MTFB are worth current market cap in their own right. They have a 10 million dollar loan facility and only drawn down 20% of it to date. This has hardly any downside and huge upside IMO.

[dlm2602] 18/4/2015 08:51

AMP is basically an option on the success of the ongoing lawsuits held by DATATERN and elsewhere. The holdings in KMK, MTFB and their other partner companies are useful to have and could well be successful in their own right, but they are not the reason to hold AMP. You just need to trawl through news items, AMP reports, interviews by Richard Morgan etc to understand potentially how lucrative this could be to AMP. It is true that AMP's liabilities are significant but the current NAV should still in my opinion be in the region of 3p - 4p. The kicker is that the amortised value of the lawsuits held by Datatern are in the books for around $500k. Looking at the 2010 R&A it says...

"7 new licenses concluded in the second half bringing the total to 28 through December 2010
o Total revenue generated from licensing rose to US $15.5 million since inception"

My opinion is that if AMP is successful (and its a big IF) then their will be 5+ years of royalties, penalties, interest payments etc due for not just the companies who were clients in 2010 but for all the other businesses who have delayed paying royalties etc until the legal case is clear. So what price do you pay for AMP? For every $15m of licencing fee successfully received, this equates to about 6p per share. Clearly, legal fees, tax and other charges will need to be deducted but even assuming only half is left for AMP shareholders this amount could be substantial. As I said at the start, AMP should be seen as an option on the success of the ongoing lawsuits. If it fails you will probably see AMP halve in value or worse, but if it does succeed it could well be a 10 bagger+. I think the markets have significantly undervalued this share and personally am happy to take the risk that they are wrong. As always, this is no recommendation and DYOR.

[hlp_4u] 17/4/2015 17:07

What you are forgetting in your valuation of AMP assets is to include the liabilities...the business has kept going on the back of the directors and major shareholders largesse...as a result the company is deeply indebted to them. Difficult to accurately quantify this as the loans and accrued interest could be repaid in cash/shares/or used to put the plc into administration but my guess is this liability is an 8 figure sum in pounds sterling ie more than the total Motif asset!! Likewise there are considerable accrued lawyers bills that will crystallise when the court cases conclude. Thirdly several of the investments are still cash hungry and Amphions holdings will be diluted by future placings. So to conclude yes the markets are billion plus but Amp is losing a grip on its share of them unless it generates some cash....I'm suprised they haven't used the recent share price strength to get a placing or rights issue away and get some hot PI money in

[the stigologist] 17/4/2015 08:54

KMK crashing today

MTFB and AMP next

[granada7] 16/4/2015 20:24

StigEveryone on advfn without exception gives u no credibility and thinks Ur mad....I can see why.

[the stigologist] 16/4/2015 20:04

expect sub 4p here soon

you've been conned

move on

[the stigologist] 16/4/2015 20:03

lying conman topinfo has stopped posting his lies and b.s. about this now

expect the small band of sheep who still follow him to start selling out as they wake up