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Share Name Share Symbol Market Type Share ISIN Share Description
Angle Plc LSE:AGL London Ordinary Share GB0034330679 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 51.00 50.00 52.00 51.00 51.00 51.00 138,435 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 1.0 -17.4 -6.7 - 133

Angle Share Discussion Threads

Showing 22826 to 22846 of 24975 messages
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DateSubjectAuthorDiscuss
29/9/2022
14:17
IMO no ... AN is definitely capable. But he will not be able stop any bids coming in ....Not sure how many shares are in diamond hands .....
amaretto1
29/9/2022
14:05
Sure...and Google commercialised it. Thats my point. Do shareholders need someone else to acquire AGL for it to make a cent? [ Ability to Execute...... ]
steptoes yard
29/9/2022
13:46
Just one point ...When Google bought Youtube .. YouTube were not making a cent ! Or very little...Good post.
amaretto1
29/9/2022
13:45
LESS THAN £1 MILLION IN THE BANK AT THE END OF DECEMBER 22. *NO NEW CONTRACTS *WILL LOSE LAB ACCREDITATIONS*PARTNERSHIP DEALS FALLING APART*PEERS REVIEWING POSITION. *STILL WAITING FIRST FOR FDA APPROVAL. *OVERBOUGHT - Reiterated STRONG SELL
1liam
29/9/2022
13:32
Steptoes yard. 100% correct and what I have been saying. As soon as cash is being generated and new contracts announced this will soar. It takes six months to negotiate. So ready in a couple of months. Thanks for a very sensible post.
purchaseatthetop
29/9/2022
13:28
Independently of anything I was saying on here a few months ago, the question being asked time after time after time was, why is the share price going down?

Well, its not that difficult to fathom really. We can look for conspiracy theories or complex explanations or we can go back to the text books or letters of Templeton, Franklin, Munger, Buffet, Sleep et al. It is all about how much cash this vehicle spits out between now and Judgement Day.

So how much cash is Angle spitting out? None at all. It is not even self funding from its operations. From a product perspective any durable competitive advantage can be aided by FDA clearance but ‘realised̵7; through commercial contracts whether pharma services or clinical.

So…back to the question. Why has the price gone from 150+ to circa 60? It is because the revenue stream is minimal. There have been a few announcements of partnerships, some before FDA some after. But what this needs is commercial revenue firstly to bridge the gap between taking money from the market (let alone spitting it out in dividends!!! christ) and to reinvest that revenue to take advantage of the TAM we hear oh so much about.

I’ve mentioned the Gartners Magic Quadrant before. No pictures on here but imagine left hand scale is Completeness of Vision and right hand scale is Ability to Execute. Or the other way round it doesn’t really matter. Using it my way round, on Completeness of Vision, I have to say AGL scores pretty high, a platform based operating model, partnerships with pharma, global reach (eventually), different cancers to address. And that’s only a fraction of it.

On Ability to Execute how far across on the right hand scale do we go? Because it is that which matters. (Think Betamax). On the graph you want to be as high up AND as far across as the graph will allow ie top right hand corner.

Take Google, always high on Completeness of Vision. Didn’t stop with Search. Bought YouTube for $1.6billion when the return on that is now $34 billion in revenue per year only 16 years on and still growing. Now that is Ability to Execute. Extreme example but I’ve read some extreme stuff on this thread so there it is.

Ability to Execute. AGL need to commercialise this and quick. I don’t see the need for people to ask why the shares are not going up, the Elephant in the Room is treading on our feet. People are blaming the market makers not the company. The shares will go up loads when the commercial revenue is material and sustainable believe me. But not until. Think about that Gartners thing.

steptoes yard
29/9/2022
13:27
LESS THAN £1 MILLION IN THE BANK AT THE END OF DECEMBER 22. *NO NEW CONTRACTS *WILL LOSE LAB ACCREDITATIONS*PARTNERSHIP DEALS FALLING APART*PEERS REVIEWING POSITION. *STILL WAITING FIRST FOR FDA APPROVAL. *OVERBOUGHT - Reiterated STRONG SELL
1liam
29/9/2022
13:15
Antonass must be parked outside McDonald's getting free wifi again! Obviously selling this pile of poo and buying EUA shares. Good boy
1liam
29/9/2022
12:56
Great post Bermudashorts, thank you.
radderssandy
29/9/2022
12:37
Angle are doing all the right things. They have chosen not to go it alone, rather they intend to partner and distribute with as many companies as possible, using established sales and distribution teams in major companies, where possible. If the major company is already doing analysis on a solid biopsy, and if they have all the customers already, they can now repeat those tests with the same customers, using Parsortix, at multiple timelines. Parsortix enables this rather than seeking to break into sales and distribution itself, whilst all the time enabling pharma services and in due course LDTs itself, where appropriate, to get direct revenues. In short, they are closing no doors when it comes to revenues and are choosing the easiest paths where possible. That to me is a sensible business plan.

Now, what do we know from the results today. We know that "Numerous discussions in progress with potential partners including medtech companies, downstream assay providers and clinical laboratories regarding selected Parsortix based assays", demonstrating the above.

We also know that "ANGLE continues to explore partnerships with major medical device and diagnostics companies and is encouraged by the increased engagement and more detailed discussions post FDA clearance. In addition, several downstream assay developers and technology providers are looking to combine CTC analysis using the Parsortix system to enhance their own offering."

In my view, we are likely, in the coming months, to get these partnerships announced. They will be with major companies and will be transformatory from a commercial perspective. Alternatively, we will just get taken out now the ovarian results are out, given the low market cap, the dollar advantage, the cash rich pharma and with Abbott in particular wanting M&A in the liquid biopsy field, in particular in devices.

Just a matter of holding. Remember, news at Angle can and will just come out of the blue. No one, not a single person, expected the $1.2m contract signed before FDA (or CLIA) approval. The share price reacted very favourably, very quickly. Also, there was no leak at all when the FDA approval came out and the sp, rapidly accelerated.

sicilian_kan
29/9/2022
11:57
Bermuda - it was back in May that AN talked about the deal with Solaris & fast tracking a Prostate test "within nine months".

The numbers are phenomenal with over 11 million men having PSA tests every year in the US alone.

Https://youtu.be/lIGSQBH7vJ8

gooosed
29/9/2022
11:53
Economy tanking. stock market tanking with even companies making profits and with a sound balance sheet suffering.

Future prospects count for nothing at the moment. II's are being forced to sell down good investments as well as the bad ones.

One day sentiment will change, but until that happens, shares like AGL will suffer along with the rest.

tday
29/9/2022
11:42
Well said as usual Bermuda. So much going on. And even if its glacially slow to convert the prize is huge as ever. What a point for new investors to get on board right now.
bagpuss67
29/9/2022
11:19
This post is directed at any longs here. Another excellent presentation from Andrew and it struck me that the prostate cancer partnership with Solaris hasn't really been given the attention or credit it deserves. It really hasn't been discussed very much here or on lse - perhaps because it was announced so shortly after the FDA clearance.

Most here will be familiar with the drawbacks of PSA testing and it's not hard to imagine the demand for a blood test that can accurately distinguish between patients who simply have raised PSA levels and those who actually have prostate cancer and moreover can also predict the severity of that cancer. The ovarian results announced this morning bode well for the prostate cancer trial and development of a prostate assay. We then have the largest urology services provider in the whole of the US as a ready made route to market. The Solaris deal may have been overlooked here, but may well turn out to be transformative for Angle.

bermudashorts
29/9/2022
11:18
Russ Abbott's on tonight, we all love a good laugh!
1liam
29/9/2022
10:59
Another excellent presentation. Looking forward to the one tonight when we can all get to ask some questions - will be doing so about Abbott

hTTps://www.sharesmagazine.co.uk/events/event/shares-investor-webinar-290922

sicilian_kan
29/9/2022
10:51
Because it takes time to raise funds.
purchaseatthetop
29/9/2022
10:49
Er, why not raise post FDA at 1.60??? As Shakespeare wrote'that is the question '
marketshaker
29/9/2022
10:42
In hindsight it was a master stroke!!He's not done one single thing wrong ... we all just need his billion pound plus valuation now !
amaretto1
29/9/2022
10:41
Cost of solid biopsy for metastatic site (which is already in the cancer guidelines) e.g. of liver or lung is $16,000. So health economics for using Parsortix is very strong.
sicilian_kan
29/9/2022
10:38
Without doubt, whether a masterstroke or a fluke, when you consider the backdrop od rates and funding issues, and any AIM stocks that require funding are currently being obliterated .. the placing was soooo important to get out the way ASAP.

"Shortly after the period end, ANGLE successfully completed a fundraising of GBP20.1 million (GBP18.9 million net of expenses). Recognizing the current adverse market conditions and wider macroeconomic environment"

onedayrodders
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