Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I assume contracts can be sufficiently differentiated to give CF the latitude to vary / justify a price hike...
Crikey, that's quite a statement - "can't tell you what the contracts are worth, but I'm going to charge more for future ones...." or words to that effect...
So basically nothing new then....
He didn’t say 20 - 30% up next month - he’s not got a Chrystal ball - he did say more contracts will be signed in the coming weeks months ( his normal stance) he’s been right so far - he will let us know contract values in the coming months ( he’s keeping his powder dry to get new business at a higher values) by Christmas He hope to have imutex sold or ipo’d - he also said he believes OO now trading in profit - with new contracts and a slimmer business model - patience is required - when seller is gone this should start ticking up - no one actually knows how much they’ve left to dump !
Great update from CF. I'm feeling as bullish as CF for the future. OO will grow strongly over the months ahead
This is not a bubble covid stock. Buy, throw in the bottom draw for 12 months. Nobody can predict the future SP, when it will rise and fall etc inc CF. There are a lot of triggers in the pipeline and we are now profitable, progress has been immense at OO and we are on a clear path to value realisation
I didn't write it down but I did watch it and im 99% sure those words were spoken ... Next month "OR SO"
No probs demon but I would like confirmation off others if CF said that , thanks
Demon - Acacia if still offloading will have minuscule amount left. My opinion was they offloaded 25 million to the market makers at 11.5p who have been drip feeding them into the market. But it'll soon dry up. We've absorb a 7% seller in Acacia and circa 20% dilution at 11p and we are at 13p and in the middle of a summer lull in the markets! Pretty good going I reckon! Plus I'm certain there's a lot of private investor not actually invested currently but are watching very closely. This will all soon change! Sit back and relax and let your money do the work!
Thanks BM
I missed some of it as well, but according to bazzaman he said upside 20 to 30 % the next month
Great to hear guys. Unfortunately I missed the webinar tonight. All sounds very positive. Did he mention anything about Acacia and the suppressed SP??
Well well well.....what a brilliant update without having to reveal anything new. It's probably as positive a presentation as I've heard from any Company.
Revenues advancing on all fronts (including antibody testing) which is great to hear with around six revenue streams building out a larger framework for expansion. Challenge study models are advancing apace and I'd suggest there's been some major progress in this regard. Stated we'll be in the World news when these start. Not a matter of if but when! This is massive and will see years of Covid studies alongside RSV trials. Monitising one of the Worlds largest genomic data bases is almost ready for commercial roll out and Imutex will be disposed of before Christmas with a big focus on the valuation on NASDAQ of other similar but inferior outfits.
Or yes...and the Company is now profitable...
So, if we consider circa £80m revenue in 2021 which is a big possibility now, we can nail a company valution of £250m minimum to the mast going forward....and then we have a one off hand out from the Imutex sale.
Anyone selling or waiting on the sidelines for a lower entry price is crazy! If you're not careful you'll get left behind here. This is a low risk, high potential return investment in very uncertain markets and there isn't many of those around! Think about it.....