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.
That was the original goal. CF will always leave that option open but for a staggeringly good premium. Will not sell till he has DIM really kicking in and realised his overall vision with testing.
Teledoc has basically become an info play and bought out a competitor for billions. We have some of the hottest info out there and with our testing facilities adding to it at a furious pace.
I think 3-5 year play then we get sold to our Swiss friends for billions. Even before that we are looking at multiples of where we are now, in a very short time frame. Its meat on the bones time...
I just can;t see ORPH not being bought out in that timeframe is what I mean
Mark I am talking about the over all business for ORPH. Not the demergers. This sector has amazing upside and the opportunity to sit in and accumulate a multi year secular bull market.
Interesting take, but listening to the interview with MedTech Trends the path with Open Orphan could be bigger as Seeks acquire other business after the spin-offs.
The runway is about a year, not 10. Spin off 3 non core assets, sign up long term subscriptions to DIM, then sell the company. The path is pretty clear but it's nowhere near 10 year in length
The lock in will be used by the investors to just start accumulating again as the traders try to chase the next train.
50-50 chance they have success.
Meanwhile, results hit, as has been stated by others. New contracts hit. Further news with all parts of our growing business, DIM progresses further. This is the start not the end point. You are looking at a 10 year runway. Today just advertised a few destinations investors we are visiting and the good thing is OO is very much a Covid secure business among many other things.
Bought a ticket. Will have to buy some more after the barmy army leave...
One thing that bubbled through his interviews was that CF is enjoying himself.
With 6% stake garnered by living modestly, he has entered a field that is vital to the future of all humanity, curing sickness.
His acquisitions have including long established but struggling companies and turned them around, spinning off non core businesses while retaining a stake.
By turning into a dividend company he will leave AIM behind and enter the world of grown up shares.
This is my number one share, and have just bought more on the dip.
It`s not just the money, I am proud to play a tiny part in this significant company.