The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Here's a more positive interpretation, from LFDKMP that 'chimes' with StrictlyZinc's POV :
.."If I had been an overpromising optimist, and without real sector experience, had been caught out by the timings I had got so badly wrong, what would I do, particularly as those shareholders who were persuaded by my optimism are now up in arms at the relentless erosion of the share price?
Firstly, I would rein myself in, even though I still have faith in the fundamentals of the business model. Then I would recruit a seasoned, measured industry professional, with a track record and presence respected by the industry.
Then I would show, through regular reported business wins and significant investment in key facilities and infrastructure, that notwithstanding the awful share price, the business is delivering and the pipeline is extremely healthy.
When all of this can be demonstrated without contradiction or caveat, I would then present myself to a market "inquisitor". I would hold my hands up, apologise, and acknowledge that I got the prediction/projection bit badly wrong. That is in the past, the future will be different. Going forward, we will deal, report and project on a factual basis.
Here are the facts. Now do you wonder why I have been (and continue to be) optimistic? ;-)..."
Let's see what happens !
I think I preferred Monis "Covids serious you know" posts. Whatever happened to them?
Here with HVIVO shares since 2017 - only remember me and Moni from those days - so don’t sweat it Mr 70 posts - FO old chap there’s a good fellow!
Despite his many failings there is no way CF will set himself up to be ambushed. He clearly has a genuinely beneficial reason to attend and he and TW have been well acquainted in the past. TW has been a previous investor and held ORPH in high regard!
Please please please IGNORE shorteverything. I’m sorry he got a reaction out of me - attention seeking trolls everywhere on LSE and other forums.
‘Most investors’ - so nearly 670 million shares sold yesterday were there? (And the share price remained unchanged) you’re not short of being a clown
I see it as a positive that CF is willing to come out of hiding. Suggests to me some good news in the run up...
"most investors" Really?
After the news that. CF will do an interview withTW most investors sold out yesterday . Can you blame them CF walking time bomb .
...unless part of the contract with Mo is that CF doesn't second-guess / contradict his CEO in public interviews...and this off-the-record format is a way for Cathal to get around that....;-<
He IS a bit of a loose cannon, as we know to our cost.
I agree.
Well, to give Winnifroth his due, he's got a reasonably good track record at calling out the wrong' uns - admittedly, some times with a little help from his friends.
I wonder whether CF is hoping to convince any sceptics or - simply by surviving unscathed (with maybe a 'friendly' interview ?)- just to reassure the undecided ?
It's hard to see much obvious upside, with lots of potential downside....which begs the question : why do it ?
Beats me.
That’s a bit of an odd one Extrader. Not sure what’s to be gained for CF or OO by him being interviewed by TW.
“I do not want any speaker holding back. So, there will be no videos and no recordings allowed. All speakers will speak freely.” Hmmm, tread carefully CF.
I'm not a big fan / follower of Tom Winnifrith / ************* and don't know his stance on ORPH, but it seems Cathal has signed up for an interview ...
.."It s just 23 days to Sharestock and I bought the big tent for it yesterday!. It will not just be about shares to short. Peter Hambro will talk about gold and how to play it. Chris Bailey will talk about making money from long only value investing in a bear market and 3 CEOs will face a 15 minute grilling from me, including Optibiotix boss Steve O’Hara and Cathal Friel of Open Orphan. But the short sellers presenting are legends...
There is Gabriel Grego of Globo and Akazoo fame, Lucian Miers, perhaps the UK’s best known bear and Boatman Capital the scourge of Bab**** and Argo Blockchain. And myself, looking to discuss a new £800 million fraud expose and much more.
I do not want any speaker holding back. So, there will be no videos and no recordings allowed. All speakers will speak freely. The fraud I am exposing is run by two criminals and I will name them and call them out as crooks. I expect every speaker to be as bold.
Some of the companies covered will be names you know. In his session, Lucian will be explaining why Victoria (market cap £452 million) is a zero. Boatman Capital and I will discuss why Argo Blockchain’s shares have cratered since he first issued a damning report but why, the current £226 million market cap is likely to collapse. So old names but new material, new reasons to go short...."
I hope Cathal knows what he's doing ...