Polarean Imaging Share Discussion Threads

[global nomad] 09/10/2019 20:05

wooster, excuse my ignorance but does the company get sales and a revenue per scan in addition?

[wooster4] 09/10/2019 18:19

Log - it's the revenue per scan that will dwarf the revenues from sale of the machines.

[loglorry1] 09/10/2019 16:55

Yes free float pretty small now and a lot of stock in tight hands. No way this should be £25m market cap give the potential. In a year to 18 months there's a very good chance the company will be selling $500K machines here there and everywhere.

The market looks forwards and so it should start to re-rate soon.

[aimsurfer] 09/10/2019 16:29

Good volume today, holding yesterday's gain. Two major milestones coming up, trial completion any day now and then results. I'm expecting share price to be much higher in the coming weeks.

[hamidahamida] 09/10/2019 15:44

Yeh righthow long is the piece of string Jam Tomorrow

[slicethepie] 09/10/2019 13:57

I suspect the mm took some stock yesterday hence today's supply. Also surprised we haven't seen the other side of yesterday's trade ie. Amp sale go through the market.

[loglorry1] 09/10/2019 13:48

Yes they are fully funded until the FDA result at which point they can start selling machines and gas. Each machine sells for around $500K at a very healthy 50%+ gross margin. There are around 500 large hospitals to shoot at in the US to start with so that's $25M in revenue there. The size of the global market is much bigger though with around 35,000 MRI machines around. Not all will want this technology but a lot will.

The US currently spends $150 billion dollars on COPD (which this application is useful for) per year.

[wooster4] 09/10/2019 13:25

Hamid - if you cared to do an ounce of research you'd realize they raised capital in July which will take them all the way. However, given that you have never posted on this stock before today i'll just put you on filter in the muppet category.

[hamidahamida] 09/10/2019 12:56

Placing Ahoy

[loglorry1] 09/10/2019 09:32

loglorry being positive????

I'm totally serious. What's not to like here? This isn't your normal AIM jam tomorrow company. These guys have a great product which is the first medical drug/device out there that allows doctors to actually see what is going on in the lungs. They've invested a lot of time/effort and money in getting it to market and there doesn't seem to be a lot to stop them getting there now. The market is very large and the moat they have is substantial and very unlikely to be challenged.

The valuation is undemanding and the recent overhang cleared.

I'm more than happy to hear the bear case from anyone who would like to present it.

[mcfly79] 09/10/2019 08:55

No other shareholder had that many shares so it must be Amphion.

[mcfly79] 09/10/2019 08:54

They were all sold at 13p yesterday with a number of trades around 3pm.

[buywell3] 09/10/2019 08:47

Last statement 3/10/19

Following this sale, Amphion holds 15,972,523 ordinary shares of Polarean, representing 13.96% of the Company's issued share capital.

[buywell3] 09/10/2019 08:46

Till AMP RNS comes out

Nobody can say the overhang has gone

Not even buywell

[global nomad] 09/10/2019 08:45

loglorry being positive????

[hamidahamida] 09/10/2019 08:26

Why are you pumping this

[loglorry1] 09/10/2019 08:22

Pretty sure the massive overhang has gone and shares are in safe hands now.

This company has huge potential for growth. What a lot of people are missing is that the FDA approval is very likely to be granted for 2 reasons.

1) it's a no inferiority test against a device/drug that has a lot of drawbacks 132Xe does not have.

2) Its basically the patient inhaling a safe inert gas for a 10 second scan and so there is little to no impact on the patient's body.

POLX have a $500M and growing market about to open up to them.

[john henry] 09/10/2019 08:04

SP is still below the level at which AMP started selling, positive news since and Phase 3 completion anyday.

Market Cap £25M

[hamidahamida] 09/10/2019 08:04

Overhang gone

[john henry] 09/10/2019 07:59

11,152,523 trade was the give away.

Amount received by the sale of shares @ 13p was exactly the amount needed to clear the loan.

Lender happy however i dont suppose Morgan CEO of AMP was quite so.

[mcfly79] 09/10/2019 07:57

I'm surprised there's no RNS re Amphion. May come during the day.A lot of people will be unaware that the seller has been cleared out, so the RNS could have a positive result.

[buywell3] 09/10/2019 07:50

No RNS yet to say AMP have sold out

[john henry] 09/10/2019 07:40

Fingers crossed the 16M AMP shares have gone into safe hands.

[loglorry1] 09/10/2019 07:32

David Newlands is a heavyweight tech investor.