Member Info for Citizenlane

Absolute nonsense. Despite the most severe anti-contagion measures ever attempted excess deaths in the UK were 130,000. Without lockdowns particularly in the first wave there would have been hundreds of thousands more deaths because of inability of health services to cope. Flu disappeared only because people weren’t mixing. Covid remains significantly more contagious by any measure. Read some data before spouting stuff you read from a bloke on the internet

Excellent update on all fronts. Sell-off much overdone here, can expect a steady rise back to 40s imho

You don’t seem familiar with the extremes of Aim markets Bob, perhaps premium bonds a better bet for you atb

Into the pot. At what point do those who carp about this not delivering, realise it is? Soonish I would guess . There hasn’t been a negative RNS here all year. What other Aim company could claim that? Crazy cheap at these prices but hey Dyor

Or, in fact: not hard to scale up; margins increasing; costs stable.

It’s clearly absurd to imagine AIm is a rational market. The low volumes create extreme volatility on sentiment. We all make mistakes of course. I only wish I was as patronisingly certain about one thing as you seem to be about all things. Atb

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