Member Info for Citizenlane

The Aim market is as we know, more sentiment led than any other. Good businesses can be unloved, crap ones overhyped, but eventually fundamentals apply. If I were CF I would be looking to dual list on Nasdaq, more stable for one thing, far greater pool of investors and closer to most of Hvivo's client base ongoing. I would imagine there would be strong interest in a company offering a service that doesn't exist in the States, but which is valued by Big Pharma there. Plus the richness of data (and the known unknowns of DiM). I would imagine that is what is behind the name change and rebranding, but dyor

Nothing to suggest that they won't meet that revenue forecast, which means H1 effectively irrelevant. I don't see the underwhelming performance you mention, except in terms of spin-offs which were always likely to be a moveable feast in the volatile markets of recent months. Seems to me very likely the dual listing is forthcoming. The latest Imutex news alone would have prompted a re-rate if pharma rather than CRO was core business imho. Feels like OO is being penalised for being a sound business with solid growth potential rather than a pure speculative pharaoh play (there is a bit of that here too obviously). My sense is that the Sp has been collapsed by concerted campaigns to undermine confidence for whatever reason. But let's see what the coming weeks bring.

You mean, pbag, in “the two years of turnaround”. Isn’t that what turnaround actually means ie getting things in a sound footing in order to create profit and growth. The contracts recently signed are mostly for about double those of even a year ago. There are multiple new challenge agents. Covid studied pending.

Can’t imagine there’s any skulduggery regarding Imutex, OO’s 49 per cent stake in the JV has been clear and irrefutable from the outset. They can be slightly slow in RNSing scientific progress, I seem to remember a delay in reporting the stage one malaria vaccine trial (another potential JV goldmine) perhaps the lines of communication are not all they could be, but I would imagine we will hear soon enough. Given the solidity of the Hvivo core business these potential game-changers are a powerful incentive to invest at these prices imho, topped up myself at under 10p yesterday, but still overdue a re-rate as sentiment turns again dyor

thanks for posting that link Moni, reading the discussion at the end of the report gives a clear indication of Flu-v's efficacy across the full range of flu virus strains, notably those with most pandemic potential. It reads to me like a "come and get me" prospectus for Big Pharma to partner or full buyout the most advanced flu agent in the world. Reading between the lines of CF's statements about SEEK it sounds a little as if he wished the 51% partners moved at an entrepreneur's rather than a scientific research pace. To me this published research reads like them responding to that urgency (albeit in a research scientist timeframe). See no reason that OO would sell their stake. Potentially v positive news.

As Warren Buffet almost said, “the best time to buy is when message boards become like porcupines“ (full of p—s)

They can’t really win can they, bullish and they get a kicking for over-promising, cautious and they lack ambition. Key thing for me is growth in contract value, from 3-4m, to 7-10m, at full capacity that obv represents double revenue, with more space easily available if required. First big Covid contract will clearly be a game changer. I believe the name change is a prelude to Nasdaq listing… CF won’t want this to stagnate for long, his interests are entirely those of PIs. Still a steal at these prices. Dyor

thanks - your persistent claims of a big seller dumping the stock are based, is in the present case, on the evidence of 0.19% of shares changing hands over the course of a day. It seems a preposterous take to me, but apologies for the pejorative - and lumping you in with Karlo, who seems determined to compare AIM stocks with their potential for exponential growth, with FTSE1000 dividend shares. No doubt your motives are pure. Still, the SP has fallen on negligible volumes and a lot of contrived negative sentiment imho. I still believe there is a lot of scope for a re-rate, let's see what tomorrow brings, atb

Karlo and Kerching up, everyone's favourite tweedledum and tweedledummer, and strangely always singing from the same keyboard.

do keep us posted shorty, riveting stuff

Prob the fact Russia has turned off the gas taps and IOG is sitting on a shed load of the stuff

Easy to get distracted by short term frustrations here, fact is more by luck than judgement, IOG has potential goldmine, (grimly) supply problems are not going away and will likely get worse: “Gas shortages across Europe are likely to last for several winters to come, the chief executive of Shell said today”. Whether by finally maximising and adding to assets or (more likely imho a T/O) Iog shares are worth far more than 29p on any measure

Shorteverything seems to have borrowed his mum’s big book of trolling for beginners

As we know Shandy they are negative for a reason - either talking down confidence to get themselves or someone else an entry price, or harbouring grudges about losses. There is nothing that has happened here to suggest that the turnaround begun by CF will fail to lead to a profitable company with great growth prospects and a significant rerate. Big pharma is now paying £10m a shot for Hvivo services. The detailed database for disease progression in influenza alone is unique - dating back seventy years up to the present moment - and becoming more lucrative all the time imho. The day to day of challenge studies is expanding according to plan, with great capacity to scale up. I have a strong sense that a Nasdaq listing is pending, following September results. You can either listen to the barely literate trolls, or look at the company's unique place in the market and its corresponding order book. I know which is my preference. DYOR.

forgive me for being dumb but aren't LOG shares in the hands of the administrator? Surely their strategy will be discussed with the board?

Perfect time to buy therefore..

moaners vs multiple million contracts, never seems too hard an investment equation to work out. The US big pharma race to establish flu (and covid and no doubt monkey pox etc) vaccine market share is speeding up. Only Orph can currently and for the foreseeable future assist this acceleration with challenge trials. Challenge will, imho, quickly be seen as a new key stage for all serious players. Insane at these prices, but dyor

I'm afraid there might be a few more like this to come in the run up to that nasdaq listing...

Vaxart is Hvivo partner in current development of Omicron challenge trial, world first etc For me, the presentation gives an indication of their R&D commitment and innovation. Seem like a good match in what could prove a very lucrative development for OO.

with forward gas prices approaching £5 and the mcap here ludicrously low in relation to likely revenue, hard to imagine there won't be takers circling for the LOG chunk, with a view to T/O. Administrators must have a price in mind (75p?) No brainer surely.