Member Info for Citizenlane

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

it might be a test of some of their ventriloquist skills - multiple zoom links required from the same bedsit

the masochism of some AIM traders - they don't trust consistent good news and the steady increase in multimillions of revenue, as here, they would rather chase the rainbows of companies with no income and a pipe dream of plans that are staggering from placing to promises to dilution. In a few ways OO is quite a unique proposition, not least in the way that CF's interests are wholly aligned with those of shareholders. RNSs like this morning's demonstrate the credibility of Hvivo's work among both big pharma and the FDA. in a world suddenly falling over itself to fast-track vaccines and antivirals that credibility is gold dust imho. Not to mention the unique depth of data that OO is steadily accruing. Trolls will troll, but contracts don't lie.

First gas was due this week - storms were last week - so in what sense did the “weather come after the delay”?

Or indeed THG, Ocado, Asos?

or even VIC...