The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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No, you're right DG, same thing.
Spot on regarding DIM. It may be spun out but I believe this will be further down the road and like you, I'm not convinced that its the best route for shareholders. we shall see.
It was my understanding that HVO-001 and the Immune Modulator were the same thing? Am I wrong in this assumption?
I dont think DIM is ever official discussed as a spin-off, like the other three are. As it would always be linked to ORPH data, it doesn't make as much sense to be a stand alone company anyway. Leave it in ORPH I say, and get the subscriptions rolling in
My understanding is we have already had 2 announcements wrt spinoffs - launch of DIM and capital restructuring vote. They are not actual spinoffs, of course, just announcements regarding them, as stated, but they indicate that the planning is over and now we're really going for it.
Whole market is in pullback, so SP slide should be viewed in context - best opportunities occur when others are fearful?
The Immune Modulator will be up next.
Having re-listened to Cathal Friels recent interview ( https://www.youtube.com/watch?v=vVf7IoGmo68 ) he does indeed say the following:
''During the month of April we hope to have 1 announcement if not 2 announcements about 2 of the 3 Non-core Assets''
So there is a possibility that there will be another announcement about the next spin off this month.
That would be my preference at the moment. A nice 100+ bedroomed facility. Having said that, I'd take a TR1, another spin off, new large contract, DIM licencing deal, or more Italian meat products. There's a bit of a spat going on over at ADVFN. So glad this is a more well mannered BB compared to there.
Next big announcement could be even OO specific, perhaps the opening of a large 4th clinic with new clinic trials booking it out in advance.
K
No, he said one definite and 'maybe two'. For what its worth, I didn't get the impression the second was *likely* to also fall in April, just that it was a possibility. I prefer him to be a little vague as I think it prevents short term traders a little.
It feels dangerous to me to be selling out short-term in the hope to buy back cheaper as there is too much potential for RNSs at the moment. Hoping we get full year results soon and much more specific details on the first spin-out.
As others have said here, it would be nice if the first spin out used a retrospective date to award shareholders, whilst this would stop the SP ramping up hugely in the short term as people buy in last minute, it would however encourage people to buy more in advance of the NEXT spin out announcement, which as CF alludes to, is near.
Yes - thats what he said - possibly 1 or 2 spin-offs this month - 1st one announced already
Hi Guys, this is first time I've posted so go easy. Just wondering, have we had the 2nd big announcement CF talked about in his presentation a couple of weeks back? Didn't he say 2 big announcements coming by the end of the month? Or maybe i missed it, in which case apologies. I'm sure the SP will bounce back very soon and we'll be back up at 45p+++, knocking on the 50p door very soon indeed.