Aortech Share Discussion Threads

[bones] 19/6/2018 12:27

There are some chunky purchases (often delayed one hour before publication) amongst the plethora of small profit takes. I feel this will head north soon as the story begins to filter into the crowd.

[netcurtains] 19/6/2018 12:24

turbotrader2: you are question?
That reminds me of that old pop song: "I am dancer" (Killers)

cfb2: I'd steer clear of all medics that seem more interested in balance sheets then medicine - especially if you are about to have an operation. Good luck but I'd change doctors pretty quick if I was you. It takes years to study medicine and if the medic started talking balance sheets to me I'd think the worst concerning his medical knowledge..

[brucie5] 19/6/2018 12:24

Fair questions CFB2, and I think you'll find the most likely answers here on the excerpted brokers report. Also read the company's presentation to the funding round. Heart technology is the longer term blockbuster, while patches & grafts are nearer term. I'm sure we'll all be interested to hear back from your friends in due course.

[brucie5] 19/6/2018 12:24

Fair questions CFB2, and I think you'll find the most likely answers here on the excerpted brokers report. Also read the company's presentation to the funding round. Heart technology is the longer term blockbuster, while patches & grafts are nearer term. I'm sure we'll all be interested to hear back from your friends in due course.

[landy90] 19/6/2018 12:20

cfb2
1. SMEs with trading losses can claim cash back equivalent to 14.5% of 2.3 times R&D expenditure, so if AorTech spent £500k they could claim (500x2.3x 14.5%)£167k.

2 The circular describes the time lines for the HV project, broadly ready for human trials in around 2 years.


Human trials is massive inflection point for valve technology

[turbotrader2] 19/6/2018 12:10

You're question is"Can I buy cheaper?"

[cfb2] 19/6/2018 12:06

I've been researching AOR with a view to investment. I have a couple of medical friends who've been taking a look at the technology but I've got some basic questions that their IR department has not responded to yet:
1. Are there tax credits associated with the R&D expenditure. If so, how much?
2. As the heart valve is in stage 1 development, what is your expectation of time to market?

Can anyone here provide answers please? My expectation is the heart valve development will require multiple funding rounds.

[bones] 19/6/2018 11:56

Our day will come Rodders...

[onedayrodders] 19/6/2018 11:47

That applies on all AIM stocks ... virtually no investors left on AIM, just punters who think 10 mins is long term.

The only exception is occasionally you get a stock that confirms a lot of fluff with no current revenues or profit yet momentum just kicks in and holds and they reach £100-200m market cap. (VRS & TERN as an example)

AIM is currently very frustrating

[k1ngkonggb] 19/6/2018 11:23

This is like with MSYS, any good news is sold into by short termers. Obviously they can't see the wood for the trees but a profit is a profit!

[someuwin] 19/6/2018 11:21

sp being held back by recent placing sellers. Gives us a good opportunity to add. AOR should soon be multiples of this tiny £6m valuation.

[bones] 19/6/2018 10:36

It's all good someuwin :)

TT, I am very cheered!

[someuwin] 19/6/2018 10:11

* Highly valuable portfolio of IP covering a family of medical grade polymers & medical devices.

* £60m spent on R&D.

* Over 4 million implants performed and seven years of successful clinical use

* Devices manufactured from AorTech polymers have numerous US FDA PMA approvals, 510(k) clearances, CE Marks, Australian TGA and Japanese Ministry of Health approvals.

* Miton recently took 9%

* A new holder bought 13% last week

* New management team. New products being co-developed with key industry players.

* Valuation only £6m. With £3m cash

* 45p share price. Options set at 300p. Recent broker note (conservative) target 400p

[greedy rooster] 19/6/2018 10:07

I'm on board with my first purchase. This looks like a great opportunity - I love it when the company refers to the size of opportunity as 'substantial'.

[investordave] 19/6/2018 09:58

Lol turbo. Serves them right. Should have had more patience instead of just trying to make a quick buck.

[turbotrader2] 19/6/2018 09:57

We all are

[landy90] 19/6/2018 09:55

This is a very important deal, VFT are experts in modelling how blood flows through the body, combining this with the tie up they have in Dundee for both medical imaging and access to the cadaver lab allows world class design and testing work to be undertaken. This type of computational modelling will allow AorTech and their team to see how the valve will work in the human body and address any problems at the design stage. Truly leading edge technology.

This must have been months of work in planning and Craig Dunlop certainly seems very excited.

[investordave] 19/6/2018 09:51

See someone cashed in 25,000 shares just before the RNS. Must be kicking themselves.

[someuwin] 19/6/2018 09:48

Recent changes mean the potential here is staggering for such a tiny company.

[netcurtains] 19/6/2018 09:48

good to see work moving to this side of the atlantic.

[turbotrader2] 19/6/2018 09:47

Oh cheer up

[bones] 19/6/2018 09:44

News yet not news :)Good to see some firming up of the outlines plans and a definitive signature in place.Plus publicity is food for the masses.