Amphion Innovations Share Discussion Threads

[2pablo] 02/11/2015 15:02

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. GL

[sorksandnorks] 02/11/2015 14:04

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?

[2pablo] 01/10/2015 07:44

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.

[timbo003] 29/9/2015 22:06

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:


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] 28/9/2015 13:40

See notes on Graham Lumsden's talk on Thursday:


A few notes on Richard Morgan's talk should follow later today/this evening.

[timbo003] 25/9/2015 12:31

I attended last might, I will write up a few notes later, meanwhile here's the slide set used by Richard Morgan (CEO)

[snape] 25/9/2015 09:54

Any one at the Amp proactive talk last night that could give a summary?

[aim_trader] 22/9/2015 09:36

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:

[love it] 17/9/2015 19:25

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)

[small crow] 10/9/2015 09:19

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.

[garbil] 10/9/2015 07:11

Brillant news !!!

[singer8] 08/9/2015 10:32

hows you JLP trade at 21trader ?????????????????


21trader
3 Sep'15 - 08:45 - 343 of 350 0 0

Had a few 3.36p spread

[singer8] 08/9/2015 10:30

posting after a rise anther of your laughable posts

[singer8] 08/9/2015 10:29

LOL trying to claim credit again 21trader

[21trader] 08/9/2015 10:25

MTFB doing well so AMP is following

[timbo003] 04/9/2015 08:56

Proactive Investors One2One Investor Forum - London
EG Solutions | Motif Bio | Amphion Innovations | e-Therapeutics plc
Sep 24th 2015, 6.00 pm - Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair



I will definitely go along to that!

[isis] 30/7/2015 10:12

hmmm - I can see both KMK and MOTIF being a massive drain on the AIM markets with their constant cash calls.

Reminds me of the old dotcom days!

[dosser2] 23/7/2015 07:52

Boost today?

[sircodders] 22/7/2015 16:47

After hours RNS. :)

[mr woodentop] 22/7/2015 14:14

motif bio is 'what's going on'

[ron64] 22/7/2015 14:00

What's going on here paying .0677p