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...today's conspiracy theory no.2. I think we've sort of come to a conclusion that something doesn't smell right about the direction of travel in the past couple of weeks, there seems to have been a deliberate attempt by brokers possibly aided and abetted by Orph, for some reason? Or is it just Invesco's last throw of the dice to close their book on their old Hvivo position? Who knows, but the acid test for the SP will be CF's next financial update and forward looking statement in the coming weeks. Maybe someone will ask him about the $billon valuation previously talked about....
There will be a small amount of the characterisation study in 2020 - ballpark £3M. So that leaves £43M, we've got one underway as we speak, I think we may squeeze three this year, you may be right - it may be tight but definitely two this fiscal.
Demon - not sure you can say the RF will generate £46m in 2021. This is the full cost of the entire contract, essentially 4 different CSs. We are doing the first one now. Not sure the other 3 are guaranteed and even if they are unlikely more than 1 of them will be in 2021 purely based on timings (unless i've misunderstood how the contract will work).
I do agree with your overall point though, the brokers have underestimated revenues
Have to agree here. I moaned about the dis-connect re Finncap back in Jan/Feb but considering all the positives since then, the dis-connect is even biggar.
Sorry but a rocket needs to be sent up their derierres. This is not about patience etc. They are either incompetent or doing this on purpose for whatever reason.
Thank you Demon I'll stand behind that!
I think what Bronxville is attaining to, is the disconnect between what CF states and what the brokers have. As things stand, we have three Hvivo CS sites, the original 24 bed clinic, the Royal Free and the new Whitechapel hotel. CF has stated that the 24 bed facility has a revenue capacity of between £40M-£50M annually. We know the Royal Free will give us £46M this year, and the hotel will again realise close to £30M/£40M at full capacity. He has stated that we are fully booked to the end of the year. We also have revenue from Venn which has been presented at between £15M-£20M revenue per year. So lets say from a prudent POV we hit £100M in 2021. This is outwith any testing revenue too. CF has never stated overall revenue but he has given us enough of the information in order to join the dots.
Our brokers have a 2021 revenue figure of £50M I believe? So, there is a huge disconnect. They also state they do not include any non core assets, which is probably the prudent thing to do. However, on the core business alone there is a clear communication breakdown.
Russky... markets go up and down..I have no problem with that..but someone is telling untruths in regards to Orphans revenue #'s..
Bronx - good job you don't post that on ODX - you will get your wrists slapped by the odd ex MM turned trader. I agree completely codswallop. The chuffers will push a SP price where they want it to go = max kerching for them. Inflation wobbles in US = FTSE down 2 % good old AIM well we better add another 2 to 4% that. Complete dis-join - lets increase volatility & kerching for them.
Like everything on the AIM (aka Pink Sheets) buy/sell orders can be manipulated..
The differential (in value) between buys and sells is £500k representing 0.217% of the market cap and its down 5.39%.
It’s obviously not supply and demand driving this down!