RNS out today, SP up 18%.








Oxonica plc - Supply Agreement
RNS Number:7127H
Oxonica plc
16 August 2006


16 August 2006

Oxonica plc
Supply Agreement

Oxonica plc ('Oxonica') a leading international nanomaterials group, today
announces that it has reached agreement with Petrol Ofisi A.S., the leading
national oil company in Turkey with sales of US$8.8 billion in 2005, to supply
its Envirox(TM) fuel borne nanocatalyst, for use in diesel fuel across Petrol
Ofisi's nationwide distribution network. This agreement is the first of its kind
for Envirox(TM) and is in line with Oxonica's strategy of signing commercially
significant deals with major partners to access the volume market.

The agreement provides for an initial supply of Envirox(TM) which will be used
by Petrol Ofisi to evaluate market acceptance of the new enhanced fuel within
its national market and is expected to generate sales for Oxonica worth US$12.7
million this year. Following the marketing evaluation, Oxonica expects to be in
a position to indicate likely levels of ongoing demand in Q1 2007.

Envirox(TM) has been shown in field trials to reduce fuel consumption in diesel
engines with savings of 5 to 10% with commensurate reductions in carbon dioxide
(CO2). Envirox(TM) has also been shown to reduce particulate emissions by up to
15%.

In addition, Oxonica will be announcing on Wednesday 16 August the launch of a
collaboration with Petrol Ofisi and Oxford University to develop new catalysts
for the petrochemical industry.

Kevin Matthews, Chief Executive Officer of Oxonica plc, said:

'This deal is another major milestone for Envirox(TM). The initial order
provides a meaningful increase in Oxonica's revenues for the current year and a
successful nationwide product launch by Petrol Ofisi could lead to a significant
boost to Oxonica's sales and cash flow going forward. We are delivering on the
strategy we set out at the time of the IPO last summer and today's announcement
further demonstrates Oxonica's ability to deliver innovative commercial
solutions to major customers in international markets using its expertise in
nanomaterials.'

In addition to this announcement, the Board is pleased to report that trading
for the first half is in line with current expectations. Oxonica intends to
announce interim results for the half year ended 30 June 2006 on 18 September
2006.

For further information, please contact:

Oxonica plc Tel. 01865 856 700
Kevin Matthews, Chief Executive
Richard Clarke, Finance Director

Smithfield Consultants Tel. 020 7360 4900
Sara Musgrave
George Hudson


Notes to Editors

About Oxonica plc - www.oxonica.com

Oxonica (AIM: OXN.L) is one of the leading international nanomaterials groups
with products already launched into international markets and is listed in
London on the AIM market. It was spun-out from Oxford University in 1999 and
currently employs 56 professional staff. Oxonica's mission is to focus on the
development of innovative commercial solutions for international markets using
its expertise in the design and application of nanomaterials. It owns a
portfolio of demand driven products that offer substantial benefits to the
target markets of energy, healthcare, materials and security.

The Group currently has four operating divisions: Oxonica Energy, Oxonica
Healthcare, Oxonica Materials and Oxonica Security. Oxonica has already
launched products into international markets. Lead products include:

* Envirox(TM) Fuel Borne Nanocatalyst - a nanocatalyst improving fuel economy
and reducing emissions

* Optisol(TM) UV Absorber - a revolutionary photostable UV protection system
designed to optimise the performance of quality sunscreens and anti-premature
aging products

Oxonica is also active in searching for the next generation of products and is
already engaged in developing transformational detection technologies which will
enable a new generation of ultrasensitive multiplex diagnostic tools for the
clinical diagnostic life science and security markets. In addition, the company
is developing other UV absorber technologies into polymer systems and coatings,
based on similar technologies to that used in Optisol(TM).

I just spoke to Kevin Matthews at Oxonica, who very kindly returned the call I made yesterday.

He said (and I summarise) that there have been no problems with Envirox in the US as such, but that the EPA did ask for OXN to carry out more engine testing in the US. The new data were submitted to the EPA in May; the EPA's deliberations typically take 6 months, so that an answer should be forthcoming by the end of the year.

Although no problems are anticipated, nanotechnology is a new area for which regulation still has to be drafted and it is likely that the EPA will require further work to be undertaken regarding the environmental impact of the nanoparticles (as opposed to that engines using the modified fuel, which is the subject of the current application). Mr. Matthews reckons that the whole approval process could take, from here, another 12-18 months.

As far as Envirox's compatibility with other fuels is concerned, it should confer similar benefits. Biodiesel produces more carbon than does fossil diesel, so that in theory the product is even more useful in biodiesel blend. No tests have been done for pure biodiesel; Mr. Matthews pointed out that this is not a large area of concern at present.

Similar products could eventually be developed for petrol; however, due to the higher carbon/soot output of diesel, Envirox is a diesel-specific product.

Finally, I asked about the potential divestment of Envirox should it become a major money-spinner. Mr. Matthews stated that divestment is not a priority, although understandably the company would take offers seriously if the price was right.

Shareholder register tight --- 70%+ held in secure hands. Noticeable Stagecoach Bus Holdings has a 5% - did they get this as part of the deal to take the product ? or because they liked the product so much they bought the company?

Overall this looks v good and the lack of interest and free float just makes it look better. Profitability next year I think is a year ahead of schedules

Important will be progress on trials they say were going on at the Final results stage -- the Sept interims should be interesting

cynic

RSI ??? YOu have to be kidding -- look at the share over anything more than last 5 days. Plus realise there is less than 30% of stock outstanding and the mm's look short. Where's the seller coming from -- no mutual funds here ? All holders long term. Vols on the way down lucky to be 3% of total share cap.
Try and buy them and you'll be lucky to get a quote in 2000

picked up the RSI from the charts on site here ..... not my guesswork!

not doubting the RSI score just the relevance here

well if you can't see the relevance, i am afraid i cannot help you

cynic

what is the use of your 3 day RSI on a stock where the fundamentals have just changed, the mkt cap is small, the free float tiny.

Try a 200 day RSI and what do you get?

All your RSI is saying is the stock has gone up. Wow! If you cannot understand that then I cannot help you

I do ..... but that is not to say that the stock is not overbought ..... mind you, it is also of concern (to me) that the company is so illiquid

True its unbelievable illiquid

But that is good for me if I see no chance of near term disappointment as at now. The update in September crucial to see that other trials are progressing -- 2nd UK bus company coming on board would be big boost -- trials stated last last year from company comment

THe main shareholders look to be very long term and were happy to hold at 170p a few months ago. So with just good news from the company, and apparently no institutions in the share with possible redemption worries, I cannot see where the selling will be coming from - at least until 150p

Sure the stock may take a breather but for all the indicators the news in September can be expected to be good -- so again where are the sellers. There are very few who have short term profits to take -- unless bought in last 3-4 weeks when vols very low. Hence again not clear on use of RSI here or why recent buyers would want to sell just yet

Even if sp just consolidates at this level, I think RPI gradually falls ..... no hurry to buy methinks.

Illiquid? ..... no kidding! ..... NMS is only 500

Another deal plus another big guy wanting a stake !!

But illiquidity might mean we won't see the share price for nanoparticles

Oxonica plc - Interim Results
RNS Number:0648J
Oxonica plc
18 September 2006


18 September 2006

Oxonica plc

Interim results for the six months ended 30 June 2006

Oxonica plc, a leading international nanomaterials group, today announces
interim results for the six months ended 30 June 2006.

Highlights

* Turnover rose 87% to 1.280m (1H05: 0.684m)

* Gross profit increased by 105% to 0.770 (1H05: 0.375m)

* Operating loss was 3.107m (1H05: 1.919m)

* Optisol(TM) was incorporated into Boots Soltan Once and Tesco Finest
suncare product lines

* The acquisition of Nanoplex Technologies Inc. was completed in February,
and the company, now renamed Oxonica Inc. has been fully integrated into
the Group

* Post period end, Oxonica Energy signed a key supply agreement for
Envirox(TM) with Petrol Ofisi A.S., the leading national oil company in
Turkey, which is expected to generate sales worth US$ 12.7 m this year

* In August, Oxonica signed a licence agreement and a research
collaboration agreement with Becton Dickinson in connection with Oxonica's
proprietary Nanoplex(TM) technology for the clinical in-vitro diagnostics
market. At the same time, Becton Dickinson subscribed for new ordinary
shares in Oxonica to a value of US$ 2 million.


Commenting on today's announcement, Dr Kevin Matthews, Chief Executive, said:

'Oxonica is continuing to successfully establish itself as an international
multi-sector business. In the light of the major step forward for Envirox(TM)
with Petrol Ofisi, along with sound progress for Optisol(TM) and the exciting
developments with Becton Dickinson in diagnostics, the Board continues to look
to the future with a high degree of confidence. We remain on track for the full
year.'

Looks encouraging - if they sustain the same level of business in the year 2007 they could reach break-even. Current market cap seems to price this in already, however.

EDIT - it's also noticeable that so far no shares appear to have changed hands today (unless FT.com is having a problem with its data feed).

AFTERNOON, ST

sva up over 300 %

Big one page article in FT yesterday

some buyers in today

??? Must be some news/ write up that I am totally unaware of. Any ideas ?

Posted on the other side:


Gardener1 - 9 Oct'06 - 09:27 - 94 of 95


Positive article in the Mail on Sunday - heading "Oxonica: small but perfectly formed".
"For those willing to take a risk for the long term, Oxonica looks appealing. Like it's technology it is small but it's potential is huge. Buy "

The real money's to be had once that approval comes from the EPA in the States. Could take a while though.

71 mil looks a bit pricy for a company worth 16 mil NAV with its P&L account still showing losses; on the other hand if goldrush fever gets a grip the SP could rocket.

Mind you, that Petrol Ofisi deal should narrow the FY losses significantly.

I'm beginning to wish I had taken the plunge when I first started this thread!

soul

people always say they've missed it......

stock gone far enough IMHO until next oil deal announced but then that could be before the year end if we are lucky.

cannot understand how one of the food retailers have not signed up for this diesel product. They are falling over themselves to be the greenest. Until one does the jury will have to be out on whether co will really be a success. I can see why majors not interested -- BP would effectively sell 5%+ less diesel if they bought this product. Probably only able to up price/litre 1p (my guess). So it might save the environment but it won't save BP profits -- I wonder which the BP management are really more concerned about