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.
So here we are back at 6p.......with Hvivo running their operations at 100% capacity compared to the historical 30% utilisation....Venn must be doing something otherwise what on earth did Cathal create Open Orphan for in the first place...having said that the valuation for the entire combined business is stuck at £30 million....just need this Covid Hysteria to die down in the markets and a decent trading update and then maybe this will get a re rate?
Also Venn tweeted this morning about the SARS challenge study
Deep joy, sure let us know if you hear anything.
Cheers longlad.... i'll do that
Deepjoy
Doc Holiday on twitter said he would try to have Cathal on his podcast this week. Mightn’t be a bad idea to ask him to pose that question to Cathal.
After announcing a string of excellent news a few weeks back only for the legacy share holders to sell into every rally, Cathal’s current silence is good to see. He is clearly getting the landscape behind the scenes sorted before the next push. How this is still under £100MCAP is beyond me, I suspect Cathal knows his pathway to it.
The fact that the order books remains as opaque as it has indicates to me things are being worked in the background. The value is here, it is just a case of waiting for the post take over legacies to be sorted.
You can also try his twitter account.
He'll know only too well the price will drift without news. He wont be idle, that's for sure.
Swapleber - You make an excellent point there. I just emailed Cathal via the company website in an attempt to get him to communicate the affect of covid on current group workstreams and strategy. It won't do any harm for him to outline the position if only in vaugue terms directly...
Quite a long lead time on these larger studies so probability they wouldn't run until H2 regardless. Plus if the facilities are already 100% booked out im unsure how they can fit further studies around this.... Nice problem to have though
I am long the stock and have been for some time.
Whilst the covid crisis poses opportunities, it must also seriously effect on going clinical trials and potential clinical trials for unrelated drugs.
I’m guessing this is why we haven’t as yet had another contract win announced ?