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Yes of course i am aware of the exchange rate which is why i meantioned it, i mean you were only 10Mil out! I personally just think it's important that anything that's posted is as far as reasonably possible as accurate as possible because some do take what's written on here as red.
I think that is the problem a lot of people assume too much. No I don't think Immutex is worthless but I think it's still foolish to assume that it will be worth the 500 Mil some people are predicting. CF only mentioned that Themis was sold between 100 and 500 and was 'towards the upper end' but people have assumed that means at the very top end. The figure I have heard actually mentioned was 350 so again a big difference.
great post ironman - my bad for US v GBP but you do know FX rate is 1.24 so c £40m rather than the 50 i stated, which is clearly just an estimate.
I assume you also think immutex is worthless as it has zero value on the balance sheet.
There’s a delta but its not a “massive” difference, current FX rate is 0.8, it’s definitely important to keep our feet firmly on terra firma but CF is the one who believes we’ll get 6-8. Ive been in business for a few years and I agree you should never take anything for granted but you also need to have a glass half full attitude otherwise you’re in the wrong game. None of this is built into the current SP, so it’s all gravy. Remember, this in only one of our shots on goal, we’ve got a few more irons in the fire! GLA
Shandypants I think you'll find that CF was talking in dollars not pounds and there's a massive difference and there's no guarantee that he'll sign any contracts so I wouldn't get too carried away.
On £50mil that would give us around £20 mil gross profit plus another £10 mil in the bank.
Share price should easily double and treble off that alone.
Then you add in the vaccines. Then you add in the testing revenues. Then you add in the other thirty odd million
from non-covid plays. Then you add on the Venn database that you can bet CF will be monetising the hell out of.
What are you left with? A share price that has one hell of a re-rating to make.
good find and cash now over £16m which is great - c£2m increase in a month.
With covid study CF reckons 12 companies intereste din the data at c£10m each. He is hoping 8 buy.
If we say a more conservative 6 buy ant just over £8m each (being conservative) that's still c£50m revenue, which would be a fantastic return
no worrries about this one - sorry just to finish..
Hey jimbo / zebbo
Hold the Line - **** on the machinegun to keep it cool / keep firing.
When the selling stops - the SP WILL rise.
Proper ramp lol - DYOR and GL
LOL - not me -I'm fortunate to have
Thats why it can be best to switch off. Come back in 3 months and see where we are. Although I dont take my own advice..:-). I would be confident in this AIM stock to do that and 100% confident in CF as a business person to do whats required to deliver value
Now you cannot say that about many of the CEOs on AIM
I posted a kind of negative comment on her midweek which i apologies for. I was just frustrated by the seller keeping the price down. Every time i hear CF speak it just fills with me with excitement!! I believe there are great things to come from this company and once the seller has finished we'll be rubbing our hands together.... I trust CF to deliver on his promises. Best of luck to you all, I'm definitely not selling any of my shares.
we are clearly, now in the current quarter, we are on profitability...
6 minutes in on CF interview.
https://soundcloud.com/doc-h-4/orph-interview-with-cathal