Amphion Innovations Share Discussion Threads

[escapetohome] 05/7/2018 22:08

Headed for 0.5p i would say.

[pjj71] 05/7/2018 13:22

MTFB up 5% and this down 10%... I thought this was a warrant on MTFB..

[speeding granny] 07/6/2018 13:34

Another speeding ticket is coming my way in due course :(

[ohisay] 23/5/2018 18:19

MTFB holders should pause a while IMV.

[hoggar] 23/5/2018 17:35

I think now we know why the two directors suddenly vanished??? Morgan has run this company into the ground. I cannot think of any other viable assets this company can sell to stay afloat. So far this inept man has flogged off all tangible assets in all partner companies including selling Motif and kromek shares at list price.
So what is left for the remaining investors here??? Not much I'm afraid. Even the remaining 10% stock Amp have in motif will not pay off the debts owed at current prices.
Morgan owes investors a full explanation as to the direction ( if any )this company is going and how he intends to finance the operating costs and still raise finance for the remaining companies. The company prospectus has lead investors to believe each and all partner companies will be be worth 100mil to AMP investors??? The last sentence says it all folks.

[gclark] 17/5/2018 11:01

so our share of mtfb will be reduced a little with the book building fund raising at mtfb, but it was something we were prepared for
still a big investor here due to my belief in the future of mtfb, approval of Iclaprim and revaluation of mtfb soon, I think
the fund raising provides more funds to mtfb to develop so has to be a good thing

[gclark] 20/4/2018 16:30

But this company has two significant marketable assets in traded companies, yes, and also debt, but if you believe in those companies ...

[2pablo] 20/4/2018 09:01

My thought on today's RNS after hearing Richard Morgan's words, "We believe that as our companies' progress, Amphion's shareholders will benefit in turn" was simply WHEN?

Been a very long road here and I, like you, gclark, thought AMP was a very good vehicle but, of course, mgmt looks after itself first. They've got a lot more invested here than we have and a lot more at stake. Are they back taking decent salaries again or have they still forsaken them for want of trying to save the company?

No point of selling at these levels even if I could (Beaufort!) so it's a Hold from me

[gclark] 20/4/2018 08:08

Been trying to work out the reasons.
What is coming up soon is a MotifBio fund raise. Amphion doesn't have the money to take part in the fund raise so maybe these directors want to raise funds separately to replace Amphion in the fund raise.
When the MotifBio fund raise takes place, our share of MotifBio will reduce, perhaps from 14% to 11/12% but that is life.
I am still a buyer of Amphion as it has assets in good companies in my view, and it has a good gearing on share price increases in the two quoted companies.
IMV

[small crow] 20/4/2018 07:13

"...with immediate effect". Always raises suspicions that phrase!

[small crow] 02/3/2018 07:54

Loan deferred - good news. Gives time for MTFB development and IPO.

[2pablo] 10/1/2018 11:09

Thanks for info. but how recent is that?
Do you mean David Evans CEO Wellgen?


For WellGen: David Evans, CEO 732-247-8750 that phone number seems a bit short, presumably the US?

[pjj71] 10/1/2018 10:17

Re:Wellgen.. see below and drop Dave Allan a call...


hxxp://feed.ne.cision.com/wpyfs/00/00/00/00/00/02/54/04/bit0002.pdf

[2pablo] 09/1/2018 15:23

PJJ - interested to hear your comment about Wellgen Tea - is this in fact doing well?

Amphion always gives it a little snippet of coverage each results statement (for the last 10 years or so) but is there something to come of it?

It was discussed on here a few weeks ago, despite the dreadful Amp spread, that Amp was a good geared bet on MTFB share price booming. Don't worry about the spread, if this can get moving in the right direction, it should move up to several pence imo

[pjj71] 09/1/2018 12:33

agree with you point but AMP is a nice warrant.. personally I'm 75% in MTFB and 25% AMP... there is more to AMP than MTFB, the new WELLGEN energy tea has been flying off the US shelves, maybe Danisco buy's out AMPs shareholding... hxxxs://www.drinkworkout.com/.. ????

[dave4545] 09/1/2018 12:10

Yeah but MTFB is tradable, has a tiny spread AMP is so hard to beat the mm's

What is it online around 1.65-1.9p, you need a massive jump just to get break even.

It's not even worth the risk, and all they would do is pay off the liabilities it's not like it would leave a fortune left over for shareholders. A 60-100p Mtfb price
would make things better though

[pjj71] 09/1/2018 12:07

MTFB flying.. one day rodders..

[pjj71] 29/12/2017 08:28

exactly.. an 8% move in MTFB equates to about 1.5m additional NAV for AMP.

[2pablo] 28/12/2017 19:49

Thanks for thoughts on 'Gearing' with MTFB's share price

MTFB Up 8% today - AMP 0%

Might be nice to average down my AMP holding now MTFB on a roll

[gclark] 27/12/2017 11:18

I agree PJJ. I've worked the gearing out at 1:4, so a doubling of MTFB share price will see a x4 increase in AMP. But it depends at what price you buy AMP, and that was from a lower price. And I am also invested in MTFB. I am convinced by their Ph3 results and that they will get FDA approval. A new antibiotic with an under-used mode of action is unlikely to be rejected in my view, and I think there would be bad publicity for the FDA and their objective of encouraging the development of antibiotics if it was refused, given the evidence of non-inferiority to vancomycin. Unless there is something wrong with the trials or the data ... but I don't think so.
AIMO

[pjj71] 27/12/2017 09:30

clearly MTFB is much more of a 'stable' investment but AMP is massively geared if MTFB starts to rally hard.. clearly this gearing has been massively negative to date but will work the other way on the upswing...

[pjj71] 27/12/2017 09:28

The 12m I've taken off is the debt that is not backed up by the NAV of the other portfolio companies..

[pjj71] 27/12/2017 09:14

no its better gearing than the Warrants if you think MTFB will succeed... if you believe MTFB will get to a conservative 300m Mkt Cap then AMPs stake will be worth 42m! take off the 12m debt then you get to 30m.. from current mkt cap that is 10X upside with the rest for free.. MTFB would only give you 3X upside and the WTD 6x upside...

[2pablo] 22/12/2017 20:24

longshanks, it sure ain't going well but today's news means the lights are on longer and if Polarean comes good.....

The terms of this loan and extension are....appalling.

Great news for MTFB in that we have delayed any selling by AMP