BGT (12M Market Cap, $6M Cash) - An Agchem company developing the next generation of insecticides using a new class of chemistry. Going after markets including public health, animal health, consumer and crop protection, the pesticide market is valued at over $31B annually and has seen no new breakthrough in over a decade. Listed just over a year ago and have been building out efficacy data which has shown their chemistry works on a number of resistant pests with low toxcicity to beneficial insects. On the verge of signing agreements with big chem companies.
EMV ($18M Market Cap, $6M Cash) - Recently listed IPO which is developing the worlds first portable 3D brain scanner. Previous prototypes of the Brain Scanner have been able to differentiate between blood clots and bleeds in simulation environments and on realistic phantoms. The company is now undergoing clinical trails. Over 10 years of UQ research with impressive scientific names backing the company. I expect it to re-rate significantly this year as validation rolls out.
RAP ($86M Market Cap, $8.3M Cash) - I have been in RAP since IPO and have been through the highs and lows. I believe this year it has the potential to climb back to their all time highs as they move towards commercialisation and international regulatory clearance for their digital respiratory diagnostic software.
Special mention to SE1 and BOT which should both have an impressive year lined up if they can execute on their revenue and clinical promises.
