Aortech Share Discussion Threads

[semper vigilans] 31/1/2018 09:13

Me too, but the spread doesn’t help.

[turbotrader2] 31/1/2018 09:03

I’m looking to add more too oddly enough

[parsons4] 31/1/2018 08:46

Just bought a few more share price behaving extremely well !!!

[petebarnes1] 31/1/2018 08:08

morning all

[the stigologist] 30/1/2018 22:02

Given the volumes and accumulation you might be right that there is a TR1 due.

But as we know from this BB some people who are over 3% don't report their holdings as they should do.

[petebarnes1] 30/1/2018 20:57

Agreed turbo , normally means they are busy doing deals !!

[turbotrader2] 30/1/2018 18:57

This could be quite incredible

[bones] 30/1/2018 18:48

InvestorDave, good spot but that 73k trade was dated 29th January (yesterday) at 13.14pm and the mid-price then was around 48p in the middle of a shoot up to 54p at the time. Seems likely that this was part of that catalyst so is a solid purchase.

I cannot find the data for the 25k showing at 16.25 today. Presumably a sale but it did not move the bid for the last five minutes.

[turbotrader2] 30/1/2018 18:45

Possible TR1 due stig?

[redbraces] 30/1/2018 18:42

Could those 2 last trades today, been delayed buys at the right time,
but yesterday?

[turbotrader2] 30/1/2018 18:40

Trades at the end are interesting Baked in now as it were

[the stigologist] 30/1/2018 18:28

Chart looking very constructive. The Aesthetics of the chart are lovely. You don't get many of those to the pound (well you shouldn't)

[investordave] 30/1/2018 18:14

Was that a large sell at around 1300 which was declared after close? If so, It didn't impact the share price much.

[bones] 30/1/2018 18:08

Time for Biomerics to go on the knocker...

[landy90] 30/1/2018 17:08

Global breast implant market estimated at $1.3B and 5% growth
US market 50%- $400m enlargement, $235m reconstruction
FDA regulations limit competition –Allergen/Mentor duopoly (Sientra <10%)
GCA- Biosil/Eurosilicon world no 3
US market enjoys premium pricing- 70% gross margins, ROW 50%
Silicone material represents largest part of breast implant manufacturing costs
There has been little innovation or new products in the market
Regulation, scandal, litigation has stifled R&D
Monopolystic material supply and manufacturing duopoly preserves the status quo
Market ripe for disruptive technology, light weight gels, foam, minimally invasive procedure, stronger shells....

[the stigologist] 30/1/2018 16:51

I got distracted this afternoon. Been researching the Breast Aesthetics market. I may be some time...

[petebarnes1] 30/1/2018 16:44

is anyone here

[petebarnes1] 30/1/2018 14:40

big boobs and a big share price rise sounds win win

[the stigologist] 30/1/2018 14:40

Very tightly held by Insiders. Speaks volumes.

News and this will move very quickly

[the stigologist] 30/1/2018 13:19

This comment was made prior to recent litigation settlement and Interim Results talk of a 'Strategic Plan'. It was in the Final Results statement for y/e March 2017

So news on this could precede or be close to executable agreements now ?

"We have taken back control of our breast implant IP and are actively pursuing opportunities to exploit this..."

and this is from an old Herald newspaper report :

"what it claims will be the ''next generation'' of breast implants that are less prone to leakage and feel more natural.

[the stigologist] 30/1/2018 13:02

Definitely a large and growing market ($1.2bn p.a.). Expect now AorTech have the licence back and given well known publicised problems with other implants (leaking, not feeling 'natural'etc) AorTech could grab a serious chunk of this market with the right partners.

[petebarnes1] 30/1/2018 12:53

Got in just before 6k at 57 bloody mm's placed my purchase , in now and happy though . thanks to the stig

[investordave] 30/1/2018 12:49

Ditto. Based on everything you've posted Stig, this share looks very undervalued. In for the long haul.

[turbotrader2] 30/1/2018 12:46

Not really but learning thanks to the great research you've done