Member Info for balman

reads like a very amateurish, sensationalist article - not the sort of material you'd expect from the FT...!
https://app.ft.com/content/6143b7ee-946e-4f9b-9143-ff4085bb1a4d

Hi all, is it possible that Nano might also pursue damages in EU and China courts if the US case gets a satisfactory outcome e.g. settlement before court or in court?
Samsung's global sales for Eu and China are greater than US sales on its own:
https://www.statista.com/statistics/237092/share-of-revenue-at-samsung-electronics-by-region/

Yes it is a joke, grabbed another 10k!

This is not going to end well I'm afraid, NOMAD resigning happens a lot on AIM stocks and usually a replacement is already lined up and shares continue trading.

See https://www.uhy-uk.com/insights/over-150-companies-forced-aim-after-loss-nomad-last-decade

There are three main reasons why Nomads resign from their position:

Profit margins for Nomads have shrunk as the number of AIM IPOs have remained low. The tighter regulatory framework put in place by the London Stock Exchange has also added to the costs of Nomads. This has been intensified by Mifid II regulations, which have added extra complications and costs for Nomads that are part of broader stockbroking groups.

The client is unwilling to accept guidance from the Nomad on the company’s responsibilities to AIM or breaches the AIM Rules for Companies. (may apply to LEK)

The reputational risk for the Nomad of continuing to act for that business is too great e.g. if the AIM listed company has poor corporate governance. (maybe NOMAD is aware of some dodgy practices and wants to distance from LEK?)

Have a decent size invested here and it reminds me exactly of Urals Energy UEN (takeover by minority shareholder and voted in by most shareholders as they were pis*ed off with existing board). Have a read on that board as it looks similar to me.

I hope this is different and we come through OK but my personal opinion is we're going to get shaf*ed here.

thanks Kiwi - my initial thoughts were, this is not a good thing but having thought about it a bit more I think you are correct.
IMO, it's a backward move by the UK Gov (as always), why just crypto and not other commodities like metals, foods etc? Can understand the volatility concern etc but at the end of the day, if you compare it to gambling and betting shops - what's the difference? Why not just ban gambling altogether?

It should be upto the individual investor to decide whether they want to invest or not e.g. you declare yourself a sophisticated investor and then carry on as normal.

https://www.fca.org.uk/news/press-releases/fca-bans-sale-crypto-derivatives-retail-consumers
Hi all, any thoughts on how this could impact the price and demand of Bitcoin and crypto in general?

Very interesting question PeterS23, I'll have a go and I state that I am no expert.
ERGO - is a CRO that looks to be growing it's revenues at a decent rate and has £30m cash on hand for expansion and no debt. They have published 1 full year with net positive profits of £5.52m for 2019 and this is expected to be larger by end of this year and next year end (pipeline of sales/contracts looks to be increasing. At a current PE of 71, it is very favourably valued and I can't say whether that is reflective or not.
However, ERGO does not seem to be a big player in the market it operates in, there are multiple other competitors and I can't see that it has any USP (probably due to my limited knowledge).

ORPH - we expect profitability by end of this year, with no debt, using a very conservative £5m (happy to have this amended) we calculate EPS of 0.007352941176471 (£5m / no of shares 680m) which if you took the share price (25p) and divided by the EPS gives approx 33.9 PE. At a profit of £10m, the PE goes down to 17.8 which may indicate undervalue (IMO).
What we do know is that ORPH is a big player in a niche market, no real direct competition and has the advantage of the multiple CS models along with the COVID one.
Big players like SGS even with their money will take a very long time to develop the CS which means ORPH can grow in this sector very nicely while capturing more market share. ORPH has a few USPs (Imutex, CS models, expertise, industry recognised team, wearable license monitisation, HUGE amount of data), some of this is my own positivity bias but hopefully reflected in the RNS' and the presentations by CF.
Add in the unknowns such as 3rd or 4th facility (I would argue that if ORPH were able to use SGS' facility that in itself calculates as 2 facilities based on 45 beds), discussions with Chinese Gov (if they can build an entire hospital in 6 days I'm sure they can build a quarantine facility within a couple of months), I also remember something about interest from Australia but not 100%.
With all that, the current SP of 25p is a bargain basement price and the market will catch up at some point!

In conclusion, I'm not sure you can draw a direct comparison between the 2 companies, they may be classed as "Health Care" but we know the dynamics are very, very different.

All my own opinion, DYOR etc etc!

Very exciting stuff and definitely the company is firing on all cyclinders.
With SGS' 45 bed facility, this almost DOUBLES the capacity of the current 24 bed unit (ignoring the Royal Free for now).
Also as per both OO and SGS, they want to facilitate more COVID challenge studies and we know there are many pharma companies that want slots but can't be offered any as the new facility is not ready YET!

However, thinking about the way CF works, I won't be surprised if he has already shortlisted the companies and slots and we just need to wait for the paperwork and contracts to be signed. I fully expect some tasty RNS' to be released confirming this in the not too distant future.

My personal hope is that we don't get sold off too soon or even get any TO interest until the price is at least £1 (MC £680m).
With the sale of Imutex potentially delayed by upto 3 months which is not too long at all in the grand scheme of things. I'm sure most of us have been in sh*t stocks for years waiting for a catalyst which never comes. VAST, KDNC, PXEN for starters....!

Happy to wait as long as it takes, we're in excellent hands and the commitment by CF surpasses anything I've seen from other CEOs.

Let traders sell out if they want, if they have somewhere better to put their money then please let us know.
ATB

Thanks for the link KTRB, this means that tracker funds will be buying OO shares and possibly those active managed funds that track the index as their benchmark, although they don't have to.
Not sure how many funds are out there that track this index though?

With CMEC onboard along with their expertise in large infrastructure projects including power and control systems, do we really care if GE walk away?

On a positive note (for me and hopefully sogamla), HL have removed those excess trades and my account is no longer overdrawn!

I was able to locate all 4 of my purchases on the shares magazine site, which means they were all traded on the market but can't see the individual reverse sales .
I see a trade of 301,500 printed so maybe they added mine and others together and sold as one bulk trade?

They could try to cancel the trades in the market or supply the excess shares to buyers over the next few days.

Who knows?
I know that if they try and stitch me up with the costs I will be raising a complaint to senior managers.

Same here, managed to top up 4 times with the same proceeds from my IAG sell!
Account is now overdrawn! Tried to call HL, couldn't get through so sent an email.

If Immutex or wearable deal is announced tomorrow will have to make some frantic calls to HL to leave these transactions and sell something else :)

The strategy for those who don't understand, is to slowly nibble the big dog's (Imperial, Philip Morris) dinner while it is sleeping, licking it's b***s or going out for walkies until one day the big dog looks up and sees this giant bear in the corner and doesn't know what to do about it :)
Give these guys time, we'll get there I'm sure of it, more than 10 bagged already since year lows! Plenty of good things to come here.
Those who are negative here are just sore they didn't buy in earlier - boo hoo! Still not too late to catch the bus...but they won't!

Very pleased to have these two steer the ship! They are both knowledgeable and genuinely interested in creating something special. We are lucky to have these entrepreneurs on board.
I agree with their principles and their policy of keeping things quiet so as not to give away the strategy to competitors.

Looking forward to the next trading update when we will find out how successful the launch was and of course news of when the international distribution is underway, including UK launch of Chill products (still trying to get my hands on them).

Zoetic should be considered a Star Company according to Richard Koch's The Star Principle, (read it, highly recommended) it's in a new and trending niche, has a first mover advantage, growing very very fast and creating its own category.
Very excited to be in this at this stage!

https://finance.yahoo.com/quote/2F5.F?p=2F5.F&.tsrc=fin-srch

Frankfurt market actually closed up 16.5% before the bad news was announced in the US. So MC is still showing as €508m (£460m).

Will be many broken hearts and tears tomorrow when market opens...

I feel for the shareholders of Biondvax as well as the team who have worked on this for the last 15 years.
https://finance.yahoo.com/quote/BVXV?p=BVXV&.tsrc=fin-srch

From a MC of $460m to just under $60m and possibly falling further on Monday - ouch.

Just goes to show the high level of risk involved in trying to get a drug/vaccine to market. The team obv must have thought they were onto a winner to proceed with p3 after 1 and 2.

So even though we have a p3 ready vaccine, I believe CF is doing the right thing in wanting to sell it rather than take the risk and conduct p3 trials under Open Orphan.

I hope CF was in the office of either Bayer or Merck discussing sale of Imutex!

sorry, try this one instead:
https://easyupload.io/hzvd73

to any investor who's missed the presentation earlier today, I was able to obtain a recording from a contact, listen up, very exciting things happening here.
https://drive.google.com/file/d/16v5T9WWQl3a41c9NGRVxTtkk2uIr8d57/view?usp=sharing