Aortech Share Discussion Threads

[bones] 10/9/2018 10:48

Does it actually matter unless you are on margin at IG or pay your mortgage with share sales?

[zoro9791] 10/9/2018 10:45

We need volume here otherwise we will find yourself on mid 60s in no time

[investordave] 10/9/2018 09:37

Another day and more piddly little sellers bringing down the share price disproportionately. Happy times.

[the stigologist] 07/9/2018 12:26

Also should be news at some point on the Government/Scottish Enterprise funding which will be another significant validation

Note how Government have got behind other UK high tech innovation players like Versarien even seconding people to help them liase with International partners

[someuwin] 07/9/2018 12:02

Yes, I particularly like this bit from the note...

"AorTech believes that due to regulation, scandal and litigation there has been little change in breast implant technology for over 30 years and the market is ripe for change. The key drivers are safer materials and low-density fillers to replicate natural tissue feel. A leading device manufacturer is investigating using AorTech’s technology for its next generation products."


...Now that AOR has, in the last two months, been granted patents on their breast implant IP in both USA and Brazil (largest and second largest markets) I would not be surprised if the unknown potential licensee makes a move sooner rather than later.

[bones] 07/9/2018 11:42

Well worth paying the £25 a month to be a member of Research Tree. The Stockdale "400p" buy note from June is in there amongst tons of research notes on other companies. That broker note is very detailed on AOR 's plans and strategy.

[bones] 07/9/2018 11:26

There’s a lot of links in the header which may help with the larger questions being asked.

[toffeeman] 07/9/2018 11:15

What do you make of the Market this is targeting its Products at ?
>> the market(s) are huge

Any view on the % of such Markets it might be able to secure ?
>> as an independent entity - jack sh1t

How is it intending to generate actual Revenue from its Products and has any potential margin been revealed ?
>> it will generate income through licensing and so it's rate of sale not margin which matters.

[investordave] 07/9/2018 10:01

There are none so blind as those that will not see.

[investordave] 07/9/2018 09:51

And yet so few people see it at present.

[bones] 07/9/2018 09:21

A picture that paints several thousand words.

[turbotrader2] 06/9/2018 21:10

I've been quiet here because there is nothing to say just yet apart from I'm as cosy as f watching the story unfold

[bones] 06/9/2018 11:23

Absolutely someuwin, I have a significant investment here for all the reasons in the header and no market cap to reflect it :)

[someuwin] 06/9/2018 11:07

True. But that's why I like AOR with its very small valuation (currently £11.5m).

It may well fall if the market stutters (or worse) but it doesn't take much buying to move it back up - as can be seen by the share price performance over the last year.

As it's well undervalued at present, any fall only makes it more attractive.

That's my theory anyway.

[investordave] 06/9/2018 11:04

Odd that they've dropped the share price by 1p this morning but there have been no sells.

[bones] 06/9/2018 10:54

Markets are in jittery mood currently and likely to get worse if EM countries' woes catch fire and invade developed markets. Small markets get sold off in those situations.

[someuwin] 06/9/2018 10:27

Need to get rid of these small sellers.

[the stigologist] 05/9/2018 14:38

St Legers day next week and all the 'Sell in May' folk will be coming back looking to buy. Not many stronger stories than this one.

[the stigologist] 05/9/2018 14:36

That's new news that is. Interesting.

[bones] 05/9/2018 12:44

Updated header for Clive Titcomb’s holding in significant shareholders. Not yet on Aortech’s website.

[bones] 05/9/2018 12:27

I like it, someuwin;

“...in particular the manufacture of a soft tissue implant such as breast implants and the repair of orthopedic joints such as spinal discs...”

Interesting that the other “in particular” use apart from breast implants also got a mention. I suggest that was no accident. Shows the potential breadth of use of Elast-Eon beyond patches, grafts, leads, etc.