Member Info for BeContrarian

I know this sounds flippant to say but any price action between now and judgment day is just noise as far as long term holders are concerned. Unless topping up of course!

Some of the slide can definitely be attributed to niggling fears about inflation, China and the debt bomb, which is leading to more volatility and corrections here and there.

However, Nano’s narrative for 2022 makes it curiously immune to inflation in the near-term owing to the fact that the legal inflection point will more than negate any wider market correction.

Nano is definitely a ‘hold’.

The guy consigned himself to the clueless jokers bin by trying to argue that healthcare services and a niche CRO have a similar barrier to entry - wish someone would’ve told Pfizer that they could have saved a packet by going to Moniman’s garage for a challenge study and saved a few quid! Haha

There’s a lot of risk out there on AIM, lots of tin pot operations losing money, fundraising every 5 minutes. Lots of companies in a downward spiral. Lots of companies that are likely to be hit hard by looming new restrictions, inflation, or both.

Cathal has projected a very strong narrative that virtually all the risk is now fully priced in and we are ready for the next stage of growth and development. Compared to so much of the risky dross out there, OO shines out like a beacon, and the sellers won’t stop the tide of growth once it’s allowed to take hold. I know CF has had his detractors, and I absolutely get it. Did his overpromising contribute to the decline? I think it’s hard to contest that. But equally, he has righted the wrongs and we are in a position where there is simply no arguing with the figures now, they speak for themselves. The guy has secured 40million since August. It’s looking likely we will exceed forecasts. All this excluding our spin outs and the Covid work that could come into play and really put a rocket up us. You have to hand it to CF, he’s doing the business.

Nothing in life is ever certain, those sitting on a paper loss understand risk more than most. But I do genuinely feel OO has been unlucky in its decline, with a perfect storm of various factors sending us way below market value.

But luck will always turn eventually. There’s so much to look forward to in 2022 and I think it’s going to be a great year for shareholders.

Interesting the last few trading sessions the SP has been glacial in its movement. But volumes have been decent. Who will win out, the bulls or the bears? The grand narrative unfolding, with Omicron running riot, and would be competitors falling, would support the former rather than the latter IMO.

Adzy it won’t bother him one jot, the guy is shameless. He’ll still be on here later moaning that ‘this can’t be the news that was promised’ you watch.

To get back on to OO the books are now looking really strong and primed for progression with the spin outs next year.

Another great contract win for the team!

Ironically, in the time it’s taken Tommy more time to repeatedly tell us he hasn’t the time to do his own research on here than it would’ve taken to do some actual research haha

Hey Ragz, what happened to that ‘drop’ you foresaw back in November when we were at 170?

Yes I believe that was confirmed at the recent conference that was RNSd

Andy it was discussed, weighed and measured at the time. As it’s been posted I think 4 times now, it’s just going to get dismissed as the junk that it is from here on in.

SNG accounts for nearly half my portfolio and for now that’s about as much as I’d like to go. I have absolute faith in SNG and in hindsight will probably wish I went in more, but this share has surprised me on many occasions and if I put in any more, I wouldn’t feel relaxed and the nerves would be frayed about when the next surprise is coming my way. I have a small fund in reserve in case there’s any silly games in the coming weeks to add a little more.

But if we are at £3/4 off the back of some stellar P3 results I will be ploughing every available penny I have into here and would probably be tempted to leverage to put more in too. I don’t think I would be waiting for more than a month to see that money increase dramatically. I’ve never traded this share but would make an exception if that circumstance came to pass.

Matterhorn, amen to that.

The pills require the ‘sledgehammer to crack a nut’ approach (ie give to all patients even though only a small % might progress to serious illness in normal circumstances) just in the same way vaccines do, and need administering at a window of time when you might have a hard time convincing someone who is only experiencing mild symptoms at the time to take the regimen. Efficacy for Pfizer is good but it’s wildly impractical and, for the reasons explained above, expensive.

Ease of application and the ability to administer it when it’s actually needed really does make SNG great value in my opinion. If the efficacy is there it will be the gold standard therapeutic. People talking of £10 a share I find laughable. This will be a drug worth 5billion plus in my opinion.

I don’t mean this to sound rampy, there’s the obvious caveat of getting through p3 but if we do, this could well exceed our wildest expectations.

Good luck with TLY mate, it’s fair to say you’ve given us all a laugh! Who knows, maybe you could get in touch with investor relations over there, they might branch out into challenge studies!

I’m not going to start lecturing anyone on how to invest but AIM is a real brain melter and requires nerves of steel and the ability to weather huge cycles, just as we’ve seen here. I’ve been sat on a considerable paper loss here for months, would really spook some, but the fundamentals speak for themselves and so it doesn’t worry me.

As mr Buffett said, the secret to building wealth is simple. Buy and hold.

Fair dos strictly. I’m hoping SNG comes in within the next couple of months and then halve my holding there to plough the profit here.

Strictly you said on the SNG board only a few days ago you bailed out of OO at 16p?

Goodness me. If you’d done anything approaching research on this company there’s no way you would be asking that question!

Ok I’ll bite. Healthcare is a massive sector, with lots of different types of companies within it. At one end you have biotech, really niche stuff, high risk high reward drug trials etc where most companies, by the logic you expound would be worth 0.

At the other you have healthcare services. Just like any services company but just so happening to work in healthcare.

Surely you can see that OO and TLY operate at totally different parts of that sliding scale? Sure TLY is producing revenue, but there isn’t a particularly wide moat for what they’re offering, at first glance it appears vulnerable to competition in addition to the inevitable high operating costs.

You aren’t comparing like for like. You are either astoundingly stupid or being disingenuous.

Thanks for the heads up Stt1, we heard you the first 5 times. I’m guessing you’ve either sold or never had any shares in the first place?

I bet there’s been a nasty a short burning away since you turned up here. Take your medicine and move on.

Close your short STT before you lose all your Christmas turkey fund!