focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Not in my experience, sentiment can change pretty quickly on AIM, been in a few - IOG at 6p, AFC at 4p - which were havens for negativity and deramping and gloom before sentiment and SP shifted in a x5 or x10 heartbeat. Patience is key, if you believe in the fundamentals ie: unique niche in a growing market, and decision makers with big skin in the game. The ten per centers will always be around, but they often bale before the serious gains. Depends on your time frame I guess. Gla
Time to switch off here for the summer, too many jokers looking for cheap shares, £50m in contracts this year and Karlo believes company should be valued at £25m. Embarrassing for him.
Hallowed, can’t believe I’m suckered into asking this, but what brings you here then? Kindness of your heart, I guess.
what's "vague and questionable about corporate structure"? is perfectly normal and transparent
that's easily answered sttf, you just have to read to the third line:
· Cash and cash equivalents as at 31 December 2021 of £15.7m
If and when SGS or whoever make a T/O offer it becomes an extremely fast burner.
It’s obviously nonsense to make that FTSE comparison, you might as well compare it with premium bonds. the comparator has to be with the previous year at Orph and next year. On both measures the graph is dramatically upward. Contracts two years ago were for 3-5m they are now 7-14m. Double/triple bed capacity. Multiple new challenge markets opened up. Exponential rise in interest in infectious disease (sadly). Covid work to come in near future. plenty of scope here for a takeover imho. CF’s interests are aligned with shareholders, he wants a real return on his effort and risk. Still cheap as chips at these prices dyor
I don't see why so much weight is being given to tomorrow's announcement. We know the company has grown and is growing significantly and the order book is full. I imagine the results will be broadly in line with what is understood but with just enough scope for the usual suspects to vent against CF. Value will out eventually.
"constrained" by what?
I agree, also is clear some interested party doesn’t want this SP to rise, there hasn’t been a negative RNS for some time, but every one gets sold into early on to dampen any rerate - can’t be profit takers for obv reasons - CFs lock-in period is ending soon, I would guess all options are on the table for him to get a proper return for his risked capital and long days through the pandemic, summer could be interesting imho
This has been stupidly oversold for nearly a year now, engineered collapse in sentiment on low volumes. The fundamentals haven't changed though. Another high margin contract win to boost the already buoyant order book. Imho when the first Covid chim contact comes in there will be a very significant rerate. The lack of news on DiM makes me wonder if potential buyers of ORPH, SGS etc, would prefer it in-house. Always seemed to me that CF has been talking spin-off to concentrate minds of potential suitors. Either way company is on a very sound footing, cash in the bank, order book full, expansion underway. How many Aim companies can say that? It didn't feel undervalued at 42p. It certainly does now. dyor
you will if you held OO shares when the Poolbeg shares were granted, nine months ago
it's obviously much to OO's advantage that Fauci maintains this stance in the US, while the MHRA have given the green light to CHIMs in the UK, long may his intransigence continue... with relatively benign Covid variants very much on the rise, this SP will be transformed by news of a first commercial Covid contract, which can't be far off imho dyor
CEO talks up his IPO! Hold the front page!
The nature of the specie model builds a level of short term volatility in, but that’s only temporary the institutions who bought in will get a healthy return in the coming months, imho
in what sense can a free share allocation in a company with very credible growth prospects in a vibrant sector be thought of a disaster? the investor-led £1.6m protecting the current sp from a sell off when the awarded shares go live, seems an intelligent insurance to me. Many share prices fall after the excitement of ipo, but value will be found over the slightly longer term, imho. There is always the option to sell if you are as obsessively irate as you appear moniman atb
is increasing all the time, a fair few of these will be eyeing challenge studies - and only one global provider
https://www.statista.com/statistics/1119090/coronavirus-drugs-in-development-by-leading-companies/
Mo speaks well, calm and practical, I like his understanding of the synergies between Venn and Hvivo, which are underexploited, huge scope for similar contracts imho, particularly with Covid and all of its variants
They've made you £200k for sitting on your backside, no doubt they could have done everything better, but they must be doing something ok. I don't work in O & G but I do know business is never perfect and rarely runs to plan and that there are way more things in the world to get angry about than why your £200k profit isn't £300k. atb
dh - other investment choices are available
Far too many on here seem to see investment simply as some "I told you so" exercise in marking management homework. Scrutinise the history of any board of directors for ten minutes and you will find broken promises and crap decisions. That's the nature of complex organisations in unpredictable environments. Surely investment has to be more about backing likely opportunities - of which this is clearly one - rather than wasting your life anonymously carping about perceived failures and betrayals. Aim is a test of patience and research. If you don't have the stomach for it stick your hard earned in a building society account.