The world of investing is a wonderful but challenging place to be nowadays. Those stoichal adventurers (aka investors) willing to brave the stormy seas (sorry markets) to buy and sell shares face a fare old challenge. But those with the willingness and capability to spend hours and hours poring over company accounts and meandering through endless websites, can identify incredible opportunities - everywhere.
Our key interest lies within the London Markets and a little old exchange called the Alternative Investment Market (AIM). Well it might be 'little' to the wider world but for UK investors who have a handle on all things local, it's probably one of the most exciting places to trade.
AIM is a market driven system, employing market makers to buy and sell shares, much of the trading done through electronic systems, with the occasional human twist. But there is enough humanity engaged to cause some pretty funky movements in share prices, especially when it comes to high volatility shares like the technology, mining and pharma shares.
But, although hidden away from the world and, sometimes, highly volatile (to say the least) AIM throws up some spectacular opportunities from time to time. And, this weekend, we have in our sights a tiny pharma company developing compounds to address some of the most significant diseases and infections facing the world today.
When we say tiny, we mean very tiny - a tiddler as they might say in London. But this tiddler has developed a unique technology allowing them to identify innovative compounds some of which could offer treatments for diseases and infections costing the world billions and billions in healthcare costs every year.
The company we have in view has a number of lead programmes which may, very soon, be attracting substantial commercial deals and the total value of each deal could, potentially, be a significant multiple of this tiddler's entire current market capitalisation.
How can we be so confident? Well right now it is acknowledged that many pharma companies, including the large players, are crawling all over the technology and programmes.
It feels a case of when, not if, a deal is done. But, at the moment, the wider marketplace is largely unaware of what this company has in store. So, right now, there is an opportunity.
We are finalising our analysis and are planning to publish our report at 19.30 GMT on Sunday.
Have a great weekend!
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