Member Info for ceejay101

none of the Arbitrators are italian.

I am waiting for something tangible that moves the price and I don't mean by a few percent. Whilst the RNS today is good news we all know that any income won't be until later in the year.

The timing of this RNs was in the gift of CF and allows more talk of tomorrow. I still buy into the OO story but we were here last year with the human challenge study and still waiting for the major revenue stream to appear.

I don't understand this idea of reaching a settlement. Surely that time passed a long while back.

Is there a suggestion that the case is decided, award indicated and then left to the parties to reach an agreement within a time period?

is it worth putting in a sell limit here?

CF is ok compared to most. although I do take the investor presentations with a pinch of salt.

I've just bought a few quid of RKH as part of a hit and hope. They have had years of Sam Moody just taking a salary and watching the share price erode to nothing. If i make some cash im buying straight back in here.

I dont think the RKH case will be decided on public opinion. Oddly enough, i think the result will kickstart most governments to review what the treaty means to their net zero policies and subsequent awards will be threatened.

i bought in £2K on the same basis as you, to sell the spike.

I've done my gambling on RKH in the past and didnt think i would again. unfortunately i dont have the conviction to go to £5k.

I've taken a view since February that the company events are useful but very ahead of themselves. Snippets of information are given that often i would rather wait until the RNS comes about. The strategy is known, it just needs to materialise.

I known some investors hang on CF's every words but i doubt there is much he can say now apart from
1. bear with us
2. FFS Rory

This BB has become such a sheet show with all the bickering and continuous will-e waving.

For heaven's sake I've seen key stage 1 in the playground with more decorum.

Newbie here to RKh, well actually I've bought and sold this prior to sealion and sold on the slide down... Must have been 2012?

I'm here to trade this for old time sake.

The likes of RKh, desire, xel, fogl, gkp bring back memories of great paper profits getting washed away. I had move always from oilies, but fancied one last spin on black.

GLA.

Just as long as there is no management buyout on the table.

actually, i agree with you and for the following reasons.

Lots of LTH never expected to see the price begin with a 2 again. If they topped up it they are probably on the run up into the 30s. all the talk of hold for gold etc has been dented. I would suggest that no matter what future price targets you might have had at the start of the year they have been reduced. In addition most would have had a reality check and decided not to put such a large percentage into OO and instead diversify more.

Im not sure why everyone is calling out derampers. The biggest deramp is the share price. it speaks for itself.

If you look back over the past month the price has dropped 30%. there is watching the price reduce in market turbulence vs watch a rock drop. I would say most investors expect a holding to drop maybe 20% in a time period but OO is bonkers, especially given comments on price stability. The market is dropping, but OO is exaggerated.

We know what the business case is, but the reality and market place is more detached than that. Is OO such a hidden gem that only those on this BB (and the telegram group seem to know) or is the market right? I would say the market is right more frequently than you or I.

Maybe I'm missing the AIM effect that you refer to. But if I look at the past month for shares in my portfolio/watchlist

- SNG
-Cambridge cognition
-Greatland gold
- Allied minds

I can pretty much tell you that none has dropped as much as OO, any drop is maybe 5-6%.

I've just twigged why there will be no DIM contracts. It's not because of legal or accounting complexity.

Early contracts would then put pressure on the OO share price. Whilst it will boost short term it will be a major drag on the price post demerging.

I'm fairly certain CF wakes up every morning, looks in the mirror and says 'show me the money'. If there is a deal to be done he would do it. I don't think something like legal or accounting complexity would.stop him. So the question is, why no DIM deals now?

I can't wait for poolbeg to list and have its own share chat.

There's only so many times you can discuss
1. The ex div date
2. How many shares you get
3. Shares arrived into Account
4. Date shares to list.

No numbers.

Usually form is for the SP to fall on an RNs. Hopefully the EBITDA comment calms nerves and stops the daily falls. I'm guessing it buys a few days and then something significant next week.

Here are my thoughts on a view things

1. Every investor looks at opportunity cost and where you could have invested and can invest. OO has failed to build on last year and the SP is pretty much where it was 6 months ago.
2. OO in dragons den style has a genuine USP. The case is compelling, at least for me and I have been in since hvivo.
3. The share price is no where near where it should be. But the fact it isn't questions my view as a Lth as to where it will be in 6 months, compared to what I thought it would be.
4. The bear with us view hasn't amounted to any real fruitfulness. I consider this from the February presentation and nothing of merit has happened.
5. The poolbeg spinoff has raised more questions than necessary. For simplicity's sake I hope the next spin off deals in round numbers.
6. All these spinning plates aren't going anywhere. I'm not invested in CF. I am invested based on point 2. He is charming but we are now in the delivery phase.
7. Most takeovers I have seen are between 30-60% premium. Not multiples!

My point is that my view on where I think the SP will be at year end has reduced to what I thought. I am still invested but like everyone probably kicking themselves they didn't sell in the 40s

No price stability, just a gradual decline.

At this price a serious bounce is required to improve sentiment even just to get us back to the mid 30s.

At what point do you turn and think the market must know something I don't.