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NST. I wish I could have recc'd that ten times over and added names such as Roy Tucker, Andrew Prelea and predecessors at VAST, the plonkers at SXX, the wafflers on the BoD hiding behind an NDA at EUA who profess not to have known a PDMR was about to offload 27 million shares as an FSP drags on until after he'd sold them off market to a firm in Cyprus and halved the sp, or the ..... I think I'd better stop there or I could be here 'til the weekend. All CEO's say they're acting in the best interests of shareholders but CF being the largest I believe he actually means it.
When you've invested in companies with directors suck as David Lenigas (over exaggerating prick ) and Peter Secker (nervous presentations with no fight in the guy) then you realise what a breath of fresh air Cathal is. Talks the talk and backs it up.
Great response ddb. I think it’s fair to say that we are all very much with CF, he’s done a magnificent job. 99% of investors on the board have bought into him and with good reason. It is good for debate though and you should always question your investment.
I’m not too sure if it’s deliberate but his over exuberance is his biggest downfall at times and he’s probably a victim of his own success. It’s a bit like telling the wife you’ll be home from the pub at 10 and you don’t get home until 12 - expect an ear lashing! Always tell her one hour later than expected or don’t say anything at all - if only we could go to the pub, that’s what dreams are made of. GLA
Well said you old wizard. Anyone who has been around AIM for some time , (usually takes just a few months ), soon realise that many if not most company directors or whatever, are nothing like CF and never will be. This guy has a plan, and he's successfully executing the plan...the good thing about his pan is that he has identified very clear objectives and communicated them to us well in advance.
As far as i am concerned he has done an excellent job so far, and i have no doubt he will continue to do well - despite the fact that we all know even the best laid out plans are subject to events out of our / his control - but i can't identify one target at present where that has applied. I am also very bullish here and would say I am about as confident i have ever been with nay share -e except the one thing in the back of my mind that could throw this juggernaut off course would be the very unlikely situation where a patient becomes seriously sick on the live Challenge trials or worse.
So baring, events that are in the lap of the gods, i think CF has the intelligence and knowledge to do this, and see it through to become - his billion dollar baby.
Apologies if I’m coming across as short with some posters on here. I’m just frustrated with what I perceive as a lack of recognition of CFs quite amazing performance over the last 12 months and the must have now mentality,
I would suggest that everything he says is an indication of his attempts, not a guarantee. Every timeline is an estimate. Anyone who has been involved in the management of any rapidly expanding company will know that goalposts move constantly, whether it be customers or suppliers or financiers or outside influences like COVID (which all of this success has been magicked through).
He said the share price would would go up 50% every 6 months. Has he failed if it only does 40%?
The new poster who raised these ‘issues’ suggested that DIM was another example of promised and not delivered. That’s just deliberate wind up. It’s obviously moving at a rapid pace and CF has made it clear that the strategy has changed from a single data sale to a licensed recurring multi end user model which can be spun off independently. Would the poster prefer him to go back to the first model, Chuck out a quick divi a tenth of what it could be just to meet an arbitrary deadline (and satisfy said posters personal needs).
Also, regarding the view that some bought in at 25-30p and therefore expect / deserve more uplift now, the boat left here at 5p a year ago, it’s making frequent stops but you’re never going to get the whole ride if you get on now. It’ll still be a fun journey though. If you want the full ride somewhere then you need to go research a fresh opportunity and take a MUCH bigger risk. This in my view is as near to zero risk as you can get for 100 or 200 % or potentially more over the next couple of years. At 5p the risk here was still significant. Now it isn’t.
I’m rambling in frustration now. If you believe in the project then invest, but don’t believe you’ve been lied to or cheated because the plan changes or something else takes his priority. There are plenty of examples out there of lifestyle company’s, cheating CEOs, broken promises and missed deadlines. To start comparing this to them is brutally unfair and simply childish.
Thx Daygrow. I must have missed the bioenterprise announcement- news to me. He said he’d only announce significant contracts, however, he has bundled a few together to make it significant in the past. Proof of the pudding is in the eating, so until we get an H1 update we’re kinda guessing expected revenues - much like the brokers it would seem. Onwards and upwards.GLA
Re the Whitechapel centre, it is named after Bioenterprise who funded the transformation so that it could be used to carry out testing on its vaccine, I believe. I guess it goes without saying that the work is under way. I believe CF said there is a contract with Bioenterprise. He has also said the other site is fully booked until December 21. Did he not say he would not announce every contract?
I don't think investors are being unreasonable to question something which he has stated, we understand that business is not as binary as that but last year he mentioned talking to all the worlds major players in covid vaccine testing and we stand a very good chance of winning at least 12 contracts, CF's words. This was before the Royal Free, of which we signed 3 with the govt, which is fantastic business - absolutely no doubt it. Outside of this, we have signed one with Codagenix. I'm not doubting that there will be more to come but don't raise expectations and then not expect investors to question him on his words sometime later.
We RNS'd about the new Whitechapel site, of which a client has paid for the renovation and first year rent, so where's the contract for the business - we've heard nothing. It may well still come but he stated that this will be kicking off almost immediately. The message board is here to facilitate us all in asking questions and hopefully put some queries to bed, not one person here knows the company inside out, so it's always good to take a step back and look at the full picture. If we are missing key information then please enlighten us. Very bullish about ORPH and happy to sit tight. GLA
This does amuse me that certain posters are holding CF to that verbatim. One per month, every month or you've lied and cheated us.
When was the Gov Covid Contract announced......? Are people counting it as one? How about some logical thinking and counting it as 6 months worth, or at least 3. It was the best part of £50m wasn't it FFS. Rant over :-)