Member Info for BlahBlahDoh

SP is remarkably close to when I last posted 13 months ago. Bots was ridiculed around that time for suggesting waiting for a drop to around 5p, but it reached those depths just a few months later (an amazingly prescient, or lucky, prediction!). Not sure what to make of the current situation, as it doesn't seem any more compelling than a year ago. It still seems like a risky gamble on the deals eventually leading to revenue, with very little information over numbers or timescales. Under COVID-19 the company seems to have become a real shoestring operation, and it is hard to gauge what progress, if any, is being made. On the plus side, costs seem to be firmly under control. Hopefully next year will be kinder, amd there could conceivably be a post-pandemic demand surge for this type of product.

" If the large sells are nothing more than iis padding out their y/e figures then fair enough"
As mentioned before, "window dressing" works in exactly the opposite way - fund managers BUY high performing stocks to make their portfolios look good. So according to that theory, ii's should be buying, not selling:
https://www.forbes.com/sites/johntobey/2018/09/29/stock-market-ignore-last-weeks-window-dressing-look-ahead/#:~:text=“Window%20dressing”%20is%20a%20real,and%20sectors%20during%20the%20quarter.

On a more serious note SR84, you could argue that the share has already seen "bad news" in the form of failing to achieve what CF expected, in terms of both wearables and Imutex. The SP may have stalled due to lack of progress on those two, which I think CF genuinely thought would have been monetised by now, when he spoke about them earlier in the year. The more bread and butter contracts, which have been the real success story here, are far less exciting to the market, perhaps because individually they represent unknown and probably small amounts of revenue. Together though, they should make an attractive balance sheet. Hope we get some fireworks before your move so you can cash out on a spike. Good luck.

Tax bands maybe? The value of the 42923 shares vested is £249,382.63, so tax could be : £12500 @ 0%, £37,500 at 20%, £100,000 at 40%, and £36,882.63 @ 45% = £64,097.18 total.
The value of the 12179 shares sold was £70,759.99.

Paid $74.6 million for a 20-year licence to operate in Uganda. Long term investment demonstrating the ambition and massive growth potential, but maybe one reason for the recent dips.

Speaking of Plato, he said "the greatest wealth is to live content with little"
So if there is bad news, take it philosophically (as you queue up at the food bank).

So you think all the work on platforms and data in the years prior to buying hVivo is now worthless and has been abandoned completely Bronx? Sad if true.

With Astrazeneca paying $39 billion for Alexion, a US company developing drugs for rare diseases, aren't they potentially a customer for ORPH's data platforms?

I topped up too, after the dip on the Pfizer approval. Surprised the SP hasn't bounced back already to around 26, but confident on an imminent upturn based on expected newsflow. Slightly disappointed there has been no revenue all year from the data business, but overall a brilliant year full of surprises. My Mum got vaccinated yesterday, and now she has superpowers.

"fund managers [who sold] book their gains on good shares to make their overall annual performance better - not rocket science "

you've got it backwards, like Bronx said: https://www.investopedia.com/terms/w/windowdressing.asp#:~:text=What%20Is%20Window%20Dressing%3F,it%20to%20clients%20or%20shareholders.&text=These%20securities%20are%20then%20reported%20as%20part%20of%20the%20fund%27s%20holdings.

Actually, Marshall Wace have lowered their position slightly to 0.78%, the increase is due to a new shorter, Gladstone, at 0.51%. - MW have been shorting since 2014, so the only significant change is this one new shorter.
The shorting notification threshhold is 0.5% not 5%, so your second point is inaccurate.

Hi Death! You seem to be suggesting 500p is the support level, with lots of sellers willing to wait through the Brexit deadline for a mere 3%-ish dividend - brave guess, but unconvincing, imo.

Agree, they went over £3 in January and arguably should be above that now after what looks like a great year and a vindication of their strategy - there is a good chance they will be rerated next year as COVID and Brexit worries start to recede

I agree Samsung's defence appears weak, on what we know, but I find the extreme level of confidence of some here unconvincing. For instance, concluding that Samsung "are guilty of IP infringement" simply because they "didn't even deny copying Nano IP" seems to imply that their choice of defence negates ANY chance of winning. That also implies that Samsung lawyers are completely stupid, which is highly unlikely. Other posters have pointed out that Samsung's defence is a fairly standard one in patent cases. The details will decide the case, not the chosen defence strategy in and of itself.

Today you're merely having "concerns" NST, but yesterday you were "p1ssed off".
You must be the incredible hulk, 'cos they don't like you when you're angry

Polish business sold for 66 million - as profit was only about 4 million p.a. that seems like a good deal? Adds even more to the cash pile.
"Sage first announced the sale of its Polish business in its full-year results announcement released late November. Additionally, the company is planning to sell its businesses in Switzerland, as well as some of its businesses in Asia and Australia.

The sales are aimed at "further simplifying the business"."

Hopefully, many more patients will be helped and protected by successful use of this ingenious device. Regardless of finances, this is a minor medical breakthrough to celebrate.

Company should be on a steady march now, with proven products ready to go and a widening distribution network.
With "no sales forecasts", the appropriate valuation is surely unknown rather than "premium", it could just as well be undervalued. with cutting edge (!) products the entire world needs.

Yet Marshall Wace's position doesn't seem to have changed since 30th November, and their short is only 0.8%
- possibly the worse than expected late Brexit talks have exacerbated the already weak sentiment. particularly for those concerned over bad debts?

Mine now has the extra portfolio line, plus details under "Corporate actions" where you can apply.
Latest Response Date 23:59 16/12/2020 - so don't wait until the 21st sahid, if no corporate action details, contact ii.

Samsung Electronics won't buy QD panels from Samsung display, so they are selling them to Chinese firm TCL instead, but because Display are phasing out LCD panels, Electronics will be buying them from a subsidiary of TCL. It's like swapping new technology for old, with TCL seeming to get the best of both worlds. Presumably it makes commercial sense.