Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
To be fair Mohican it’s actually you that engages with them the most. We should all make a conscious effort to not engage at all. Myself included.
My predictive text changed your name too but I like it better
Well that's not small change! Hopefully they've poked off
You're a broken record Orc. 28 posts this year all on the Orph board. All spouting shi*e.
Certainly seems like there's a persistent seller. Multiple 50k share trades today and has been for a few weeks. Hopefully should see this move nicely once they're out
Also a very nice £100k buy this morning!!
Why are people talking about out of date revenue projections? The brokers updated their forecasts for 22 when the last contract was announced. If you've not seen it, it's on Peel Hunts website. Search for Orph or you can see Ardens here:
https://twitter.com/TD_lovin_it/status/1481570813707005955?t=yRZ3QqnKU2biE0m9orej7Q&s=19
Come on people get a grip
For those like Orc who supposedly bought at 29p, it's worth remembering that when the sp was at those levels (July 21) the mkt cap was approx. £174m. Now we're closer to £130m, but importantly in between that time there's been over £32m worth of contracts announced, and that's just those that have been RNSd. At these levels you're getting much better value for money. On historically valuation metrics the shares don't look cheap but it's important to look forward and with 95% of revenues booked for '22 and plenty of scope to add further contracts/up sell I personally believe we're in a good position here.
Also worth remembering that Orph has a pretty fixed cost base. So fewer trials still incurs a similar level of cost to having a larger number of trials which would obviously generate far greater revenue which In turn would filter down to the bottom line.
Also worth considering that the 14 odd million cash the company has is worth approx. 2.5p per share, so at these levels you're getting the business for 18 odd p. Or about a £117m mkt cap.
Very measured post thanks Green.
Think the 375k was cancelled and replaced with a 350k
Looks to be going on a little run! Lovely to see!
Do we think the EBITDA issues from H2 are already baked into the sp, I.e. are we gonna see a big drop on final results? Or because its known to the market should we see through it OK?
Looks like Finncap had the original est. For EBIT at 7.3m and the new one at 2.5m. But these figures have now been known for 3/4 months so fingers crossed its priced in
That's excellent thanks. Be investing to see a calendar for 2022, something for company PR maybe
Anyone know the difference between what UMG and 7DIG provide Triller?
Took the words right out of my mouth Andy, moaning that there isn't news everyday doesn't create news. When there's something tangible to release they'll release it
Interesting article on Triller Fight Club
https://www.sportspromedia.com/analysis/triller-fight-club-boxing-ryan-kavanaugh-paul-askren-lopez-kambosos-ppv#.YHaON_l_tqA.twitter
You appreciate Webbs' comments? What are you on? He or she is a creature! How many of these predictions have been way off the mark?! Hardly a dead cat bounce when the drop was caused by an RNS that no one could have predicted. A dead cat bounce would also cause the shares to continue to fall so stop talking absolute rubbish!
Lol Webbs has gone awfully quiet.
The only reason I can think of why someone might exercise Warrants at 25p rather than buy on the open market at 18 odd would be to ensure that the company actually received the cash, either way works for OMI if a little odd.
Another really poor day for JAY. Been several days now of consistent falls. I had thought it was due to the IG margin requirements. But those positions were due to be closed by the 31st so thinking today isn't part of that? Seems to be a block seller offloading 100k chunks. Is a shame because since we've fallen from 14p hasn't actually been any bad news has all been pretty good. Especially the news from the US Import Export Bank.
See where she goes but if it falls much further may have to cut my losses here which would be a shame as the story is a good one.