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Lol what a **** you are moniman.
Making spurious statements like that and then yoi have the audacity to say enjoy my vacation.
For god’s sake. No one cares who you are blocking, putting in the green bin, filtering.
Grow the f@ck up!
We are all here to make money. The fundamentals look good, the market timing is right, forward earnings pretty much booked.
Take a break from this constant whinging/griping/arguing about sh@t over which you have zero control and move on.
So dull!
I was thinking of putting you back into the green bin, but I think bullies like you need confronting. Enjoy your holiday and maybe reflect on your constant attacks on the man who is trying to make this company a great investment for everyone.
We’ll I’m afraid JB needs to know what it’s like attacking CF twenty times a day when the man is unable to defend himself from JB’s defamatory comments on this BB, he obviously doesn’t like it. As the saying goes ‘people in glass houses shouldn’t throw stones’!!! Bronxville/JB has been constantly attacking CF with verbal abuse that has brought nothing to this BB? The odd comment now and again is fair enough but 18months of JB’s false allegations against CF is just too much!!!
No I live here for 4 month (:
jesus christ dont tell me you're on holiday and STILL bothering to post your vitriol?! How are you this badly hurt - how much did you lose on amryt?
Who? 12 toes? Lol
If I was CF I'd be wearing a stab proof vest, seeing as there's nutters like JB around on a one man hate campaign! Someone had better warn CF there is a nutter on the loose!
Drop..I'm sitting here in Meloneras (where we escape the dark days of winter) having a cold beer .
Nice 24 degrees.
Don't worry about me amigo lifes good.
not sure he's anti ORPH, but he's definitely anti CF - relentlessly, pathologically. He's having a go (again) on POLB too. what a sad existence.
No I'm very positive on Hvivo.I stated that numerous times
The Pandemic has given it a huge lifeline.
Its Friel's loose mouth bordering on mistruths I have a issue with.
422 posts of which 99% are (anti) ORPH
If this isn’t your job Jim then you need to get a life. LOL
Hallsworthy another amadán.
Yeah big conspiracy..
Our little forum here is the reason almost every institution has sold their shares,on top of that we have faceless person who has been dumping millions of shares for months.
Timber, it's more sinister than that, they are not fickle holders as the implies they hold at all. The sole purpose is to disrupt ACTUAL holders, though to what end who knows. It's genuinely pathetic but its rife across any popular share and indeed most unpopular shares. Getting holders to either sell or leave the bulletin board due to frustration is the aim, so leaving because of them is admitting defeat.
An alternative tactic is to find which shares they ARE holders of and go and post drivel on those boards in retaliation, but then it's a question of whether you can be bothered to.
Green - i think your figures are both realistic and quite conservative.
As is the norm with companies making forward looking projections there is usually a 10% margin either way. I think CF wants to say we are significantly above target at some point this year so anything over £55m will justify this and of course he is aware of the current pipeline and position of negotiations etc. IMHO the 2022 £50m was pretty much nailed on when announced.
Could also get a nice surprise such as assisting/consulting with a foreign CS which wouldn't impact UK capacity but could be highly profitable.
Hi JB - do you think CF has lost the faith of the market - just wondered what your thoughts are?
Another Moran..
Hey Timber.this stock has dropped like an aborist felling a tree.
What's the call?
Timber!
Thanks Shandy…
For this FY if they’ve given guidance of £50mn and 90-95% committed, we know they are £45-47mn.
On top of that is the delta characterisation which is meant to be underway, which is £5-6mn so gets us to early 50’s already.
Think my £60mn is conservative as would expect private sector covid studies this FY. Not convinced by government coming through, but if not, can recognise their deposit in the accounts (for this year anyway), possibly a gov omicron characterisation (assume Orph will want to manufacture that anyway), and then any other challenge study contracts - might not all be recognised in FY22 now (assuming they start H2), but given comments around pipeline and still having capacity, even if only £20mn of contracts signed in H1 (3 studies so far from bullish), that should give £10mn into this years rev figures…
Just my thinking based on what we know…
Well said Moniman. Sadly, I’m no longer wasting my time reading this board. It did offer some useful insights and perspectives but is now mostly a swathe of green filtered whinging repetitiveness. My two year old has more patience and complains less than these individuals who clearly aren’t cut out for investing on AIM and don’t understand the fundamentals of a healthy business and what it takes to establish and build a company.
CF has done, and is doing, a remarkable job - the excellent figures speak for themselves. They are clearly glass half empty individuals who will always find something to complain about no matter how good or positive a situation is - what a depressing way to live one’s life.
As any seasoned investor will know, a sp can rise as dramatically as it falls, as ORPH has clearly demonstrated. All that is required with this outstanding company is patience and I suggest those who can’t stand the heat should sell and invest in bonds or a tracker fund.
Blah - Green is looking forward, not backwards. 2021 rev £40m (were £22m in H1) and Green is estimating £60m for 2022, so a 50% increase.
£50m has been guided for 2022 but we already have over 90% of this in the bag and that excludes any UK Govt covid work, so Green has upped this to £60m.
All seems quite sensible and realistic to me
It's amazing how 'so called investors' have the nerve to come on here and criticise CF and his team who has increased turnover by over 250% in 18/24months. The profits will come but you need to get the turnover first, which CF and his team have done an outstanding job without question. Too many on here want to be millionaires in a day (Rodney), well it just doesn't happen, so sell up if you are note happy and go buy a lottery ticket instead of criticising CF and crying on here all the time!
What actual revenue numbers are you working from, and what is the source? The numbers I'm looking at are the annual reports on the ORPH website and the information on this site - they show revenue of roughly £4M (FY 2019), £20M(FY 2020) and £22M (HY 2021)
Prefer to keep things simple…
- Revenue growing 100% last FY, 50%-ish this assuming a £60mn figure by year end.
- Borderline profitable at EBIT level last FY, but given revenue growth that will improve this FY. If you go through the full accounts and notes, looking at fixed and variable costs, you can reach a reasonably accurate view.
- Contract volume and values increasing.
- Imutex/Prep will be sold - folks will have their own view on values and timescale but they’ll spin out at some point.
- CF will sell the business.
Don’t think any of the above can be disputed really…as to what the price does tomorrow/next week/month…no idea, but as long as the business maintains its current momentum it’ll only move in one direction over the coming months…
One final point…when folks talk about trading it in the 20-24p range, you can’t then complain about the SP not breaking out of it - self fulfilling prophecy that one…
Lol..North..more nonsense..so you're really saying..
Friel has been using that line all along..keep kicking the can.!
'This time next year we'll be millionaires '
Everyone just cool their jets. Orph will be in a whole different place later in the year. I've held since april 2020. It has been a rollercoaster but that's AIM for you. GLALTH