Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
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.
some people seem to see it as some kind of pedant's exercise in marking management homework. Scrutinise the history of any board of directors for ten minutes and you will find broken promises and bad decisions. That's the nature of complex organisations in unpredictable environments. Surely it has to be more about backing likely opportunities - of which this is clearly one - rather than carping about perceived failures and betrayals. First gas is a major achievement in anyone's book.
have got slightly smaller, meanwhile ongoing price of gas has got at least 5x larger, you do the math
they will happen and they will be worth well over £10m each stt1 - I don't think CF will be the first person to have been given shifting deadlines by Johnson's govt - but the obstacles to this highly sensitive market have now been pretty much overcome, which seems to me like a remarkable effort for a relatively small CRO like OO. Can you point to another company of this size that has a unique role to play in ongoing pandemic response? You don't seem to have any grasp of how business functions - best stick to premium bonds
obviously they were carefully timing first gas for historic peak gas prices all along ... genius
As well as confirming the solidity of the core business the presentation delivered two key points for me. First, It is when and not if for Covid contracts, which will be absolutely transformative of revenue and margin imho, and second DiM still promises to be the jewel in the crown here. CF was necessarily cagey about big tech contracts but you don’t have to be a genius to get the idea that OO has a unique sweet spot in terms of disease progression data, and no doubt that remains a hot property. It might seem a long way back to the 30s but once we get more flesh on those two bones it will happen overnight imho dyor
Steady growth and expansion, target being met, promises kept - that’s the last straw for me, I’m out!!!
are at 508p per therm
Brainer!
Anyone getting in at these prices will double their money on next couple of RNSs imho, criminally oversold