Member Info for Bazzaman

Rusky, ORPH have 21.5m in the bank as per presentation slide last night. BOL

Data deal bigger than current market cap. He is a huge talent. This time next year Rodney..........

Go to ORPH website, look at events under investors. Register at proactive. BOL

II's are the Institutional investors. Looking forward to hearing CF at 6pm tonight.

Hi Tom, yes great news. All well, looks like MM games have already started as spread changed to 24/24.5. I'm sure there will be plenty of buyers pushing this further. BOL

Hi Tom, current IG spread is 24/25.5 - should be higher IMV. BOL

JungleBabbler it's not over yet across the water but if Biden get's in somebody will need to pull the strings, could be Kamala but it might be his wife - not sure he'll be able to work out who they are anyway. Is he beating Trump or Bush!!!

Hi Tom, all good thanks mate. Looking forward to update later, may get a Scallywag RNS update tomorrow as well. BOL

Was yesterday's close. At close of market it always goes back to previous day's close whilst it settles/UT's/new final close. It closed today at 23.5, down 1.2 on yesterday. GLA for this evening's news.

Risks remain. The reduced mining operations of certain host mines continues to impact on feed grades and Q1's PGM production decreased 14% year-on-year. This is something to monitor going forwards. There have also been issues with water access and energy supply to its sites in the past.

There is always the big unknown of the PGM spot prices. That’s probably the most important factor in the whole investment case, so you need to take a view here. Mine is that current prices will be at least maintained due to structural demand factors but others may disagree on this point.

In my view the valuation continues to compensate for the risks involved and I’m holding for a sustained rerating.

The near-return to historic levels of production is a creditable performance in light of the COVID disruption and government-imposed industry shutdown faced by this miner earlier in the year. The brokers are targeting 100p+ and, given the low valuation metrics, that doesn’t seem unreasonable to me assuming spot prices are at least maintained and there are no further operational disruptions.

Q4 Profitable now.
https://www.openorphan.com/investors/reports-and-presentations/year/2020
CF will also confirm this tomorrow night. Simplywall street live up to their name 'simply'.
GLA

Ex-div is tomorrow, they are always on a Thursday. GLA

Presenting on Thursday. I'm in this for the long haul, average 11p, looking forward to plenty of news in the next 8 weeks before Xmas. GLA

Great results, strong balance sheet. Opportunities for more acquisitions. Onwards & Upwards. GLA

Supports Panmure target.
https://www.investorschronicle.co.uk/comment/2020/10/26/technology-stocks-for-the-new-normal/
GLA

Announce their next results at US close on Thursday 29th October, could be some news on wearables - maybe. GLA

starts at 11am - will be interesting in how it plays out. GLA

CF will be pleased he only wants small rises and this will keep the rise under wraps until more substantial news comes along.
GLA

MM's likely to play a few games though IMHO. GLA

Opening on IG at 30/32 won't stay there for long. GLA