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Topped up at 40p today witj Halifax. Not the cheapest but trades nearly always executed straight away.

BTB, re Nigwit, even a broken clock is right twice a day...

The most recent leg up might be due to the Apple rumour. But that doesn’t explain the journey from 10-15p 15-20p... etc.

The rise is due to the steadily clearing haze about just how strong nano’s case has been. The RNS provided further clarity about cash runways and a bullish statement on the case. All logically help to explain the rise.

If there happens to be something going down with Apple tjen that is great news, but the fact Mr Wit keeps spouting forth about us ‘all falling for this markman nonsense’ tells you more about how much he hates to be wrong than anything else.

It’s on days like these, seeing panic set in for absolutely no reason at all, looking to the market for answers on a daily basis, that you realise why nearly 70% of PIs lose money on the stock market.

What an RNS that is!

BTB I suppose time will tell.

I remember you’ve been bearish since 15p, based on what has transpired, the market does not agree with your assessment of the situation.

I still don’t think the upside gains are priced in. Based purely on a paltry settlement figure and discounting all licensing going forward puts the SP at no less than 80p.

There is of course downside risk but at 30p, anyone who’s done their homework on the patent side of things and the markman presentations knows it’s surely worth a punt.

The rise very reminiscent of the jump we got from 15-20p last month so a slight retrace wouldn’t be out the question. Wouldn’t be surprised to see it keep nudging north until the judge’s report. 30p still looks cheap for a seat at the table given the upside potential.

Most LTH’s (myself included) will know that CF won’t just spin off dead rubber. These will be exciting, viable businesses in their own right, packaged properly and ready for market. As CEO, I trust CF to make sure these spin offs are properly handled and run.

No, it won’t happen overnight, I suspect very few LTHs expect it to, but calling one another clowns creates conflict and bad faith in what is a very harmonious and constructive BB.

If you’re looking for a quick buck, you will probably find it here. But life changing money will be the reward for those that see all the spin offs through to fruition.

You pays your money you takes your choice.

CF has categorically stated otherwise

This board has been amazing fun this week. I can’t see today being every different.

Friday FOMO and major Mojo incoming!

It’s been quite the week!

Call it shameless ramping but this is just the tip of the iceberg. So, so many opportunities for this company to really take off with the spin offs but clearly the bread and butter business is absolutely solid and cash rich and CF hasn’t took his eye off that either. I suspect there will be a slew of RNS in the medium term confirming new contracts and cranking up momentum.

What else is there to do other than sit tight and see how this all plays out? Unbelievably exciting time to be in this share. People are finally cottoning on to the massive potential of virtually all the arms of this business. With each day that passes the global context supports our unwavering confidence in this share. Viruses evolve rapidly, and the world is realising that vaccines and treatments will need to also. Orph is right at the heart of that process. A process I see taking many many years, possibly forever.

What an absolute gem Orph is! We haven’t seen anything yet.

Well based on some really rough maths, current market cap is 75 mil. So a 250 mil payout would put the SP in the region of between 80-100p. I personally would expect the payout to be higher than tjat but even those conservative estimates offer a real shot in the arm for the SP. However, the big unknown, and the potential rocket, is how price is arrived at based on the fact nano has its IP back and chooses to licence it etc. It could easily return to it’s 2012-2015 average at aroind 150p, before all this kicked off.

This is not an attempt to ramp the share because these are entirely notional values based on a favourable outcome. Hence why we are at 25p at the minute.

Crazy isn’t it. And my personal view is that if DIM reaches its potential, that alone could be billion + if sold/spin off. I’ll be hanging around to see that day for sure.
I’ve said a few times now but anything in tne 30s is a bargain. Won’t be here for long. As soon as the RNS tap is turned on it’ll be lift off.

Totally agree. I don’t think people are really wise to the transformational impact a ‘small’ (by Samsung eg al standards) settlement would have on the SP.

To this I’d add:

* I***sco ‘out’. He may well have seen all the bellyaching on here but let’s get some perspective it’s less than 3% now so forget about it.
* shift to CEO gives a tight handle on the spin offs
* Divi this year repeatedly mentioned
* personal promise not to fund raise. So to my mind that’s in effect calling a bottom at current SP
* clear plans in the pipeline for the spin offs, most of which can expect to learn more about this year
* CF is always 4 steps ahead and there’s plenty else that was alluded to. Just sit back and enjoy the ride!

Brilliant stuff.

I’m inclined to agree with Moniman. Invesco is yesterday’s news.
Once upon a time, invesco selling used to at least dent the SP temporarily, now the SP moves strongly upwards with no perceivable braking effect from selling, so I don’t really see why they need to be part of the conversation any more. They want to sell, it’s been managed in an orderly way. Every time they do sell, there’s strong buying, suggesting to many that it’s a buying opportunity and we will discover the true price soon enough. Handshakes all round I say.

Meanwhile, by the time LongInvestments has satisfied himself tjat invesco are well and truly out, the SP will be at £1.50 haha

Just breached the ATH again haha.

I hear that the ‘LongInvestments bounce’ is being added to Investopedia

See, I see this as an argument for settling, not against it.

A massive settlement by almost any yardstick would still be small change to Samsung, and any settlement likely to be considered a ‘saving’ compared to the highly punitive figures a wilful infringement ruling in court might produce.

The factory tells you the scale of the operation they plan. So what if they have to Chuck a couple of bil at nano to licence the QDs and make this all go away? As I said, small change.

The only reason they are going through the motions at the moment is to see if a technicality might get them off the hook. A long shot but certainly worth a go. If markman goes how we think it will, I wouldn’t be surprised if Samsung come to the negotiating table. But equally, it wouldn’t worry me if they didn’t.

As I’ve said before, the judge’s markman report will be critical...

I also think the USP of the nano test is the speed of the reaction.

At present, lateral flow tests take on tne region of 20-30 minutes to give a result. These QD tests could be almost instant, like putting acid on litmus paper. So clearly much more workable as a concept in pubs/gigs/sporting events than the current setup. However, this is a ‘holy grail’ find and there will be plenty of competitors working on a rapid COVID test too, so timing and speed of development will be an important factor here too.

High trading volumes, super low volatility (I think the close was the lowest we’ve seen it all week- and we can all guess why that is). The dark pools mentioned by others clearly show that there are some big buy orders to fill and of course they want it cheap as they get. That’s AIM for you.

Not usually one to read too much into the technicals of a stock I’m in, but clearly Orph is now ready for the next leg up with the SP...any RNS in the meantime will supercharge it!

JC -30

My two-pence worth is that this has been a period of relative stability and, what seems to the outsider, a clear vision for how the business is to progress. Let's not forget the last 12 months has involved dilutions, fund raises and the loss of a key client. It's been chaos.

And now?
A legal case with a genuine prospect of a positive outcome. Short term, a possible hefty payout, a licencing agreement but, most importantly, a return of key, flagship, potentially billion + value IP to its rightful owners. Elsewhere, other irons in the fire with ST micro and potentially other big ticket clients yet to be announced re: longer term sensor technology. Upside potential is huge.

And the SP?
If we are successful on the legal front, based on a super conservative estimate of 200 mil payout, I put the SP anywhere between 75-120p. It could well uptrend massively from there based on investors realising that Nano will be once again viable and has IP that is incredibly valuable to most electronic display manufacturers.

The bear in me can't rule out a possible fundraise in light of the burn that's been mentioned. But I would think they will want to see the SP a lot further north than current levels before that's considered. The other obvious factor is the court case not going our way.

However, at 25p (or thereabouts) it's still good value for a punt. Which, I suspect is why we are where we are.