Member Info for Citizenlane

BC, from what I gathered from CF about the DiM float, it will require hardly any external funding, so very much in line with your suggestion. When he said 'do the same" I took it to mean the process rather than the financing, I had the sense he was quite explicit about that.

time to buy than when good news is coming, and no one's looking gla

With OO’s own malaria/anti mosquito holy grail candidate. Did that phase II trial just get much cheaper? Kind of news that alerts Bill Gates’s inbox I imagine. Interesting week ahead.

I don't get all the moaning about timelines - I've literally been in shares where years and years go by without promises being met; I don't see which substantive plans that CF has set in place haven't happened pretty much on schedule. You seem to think running a business is an exact science - there is slippage in everything, if you are spinning out four companies and running human challenge trials in the midst of a pandemic with multiple partners a few weeks here and there is pretty forgivable, no?

I think you're right HotChip, and I think too that sentiment will quickly return here. All the shares I've bagged on and those I wished I stayed in longer had periods of sharp negativity and SP decline like we have experienced here, even though the fundamentals remained enormously positive. I hold this for two reasons i) Hvivo is fundamentally a supplier of a range of unique services that currently meet an exponentially growing demand ii) CF's interests are entirely aligned with shareholders. All the rest is noise.

CF hasn’t been involved at board level in Amryt since 2017, but if you’re so keen on their reporting strategy why not simply move your money over there? There is no obligation to publish those revenues, and plenty of reasonable reasons not to, depending on how deals have been structured etc.

I’ll look forward to you asking them and hearing the answers - though re 4) I’m sure they are not at liberty to disclose govt policy, and 7) why would they promote DiM before prospectus /spin off is announced?

I’m suitably amused by the way you speak about the pandemic as though it is a regular bump in the road - it has killed x million people and collapsed the worlds economy. Hostile questioning is fine as far as it goes, but at the end of the day like any CEO he will disclose what he sees is in the company’s best interests. You seem as ever to conveniently overlook the fact that CF is the largest shareholder here himself. His interests are entirely aligned with those of us who are invested here. Those who want to talk the price down, less so.

Bronx, you have been posting so obsessively and with such a singular focus that I think you have lost track of time a little. From any realistic standpoint CF has done an extraordinary amount of work in the last 12 months to reshape this business. As I suspect you know commercial confidentiality means it's not always straightforward to publish details of contracts - I've not seen anything to contradict the proposition that the clinics are all fully booked out, have you?

The pfact that it's pfizer is encouraging in itself - how many other small cap CROs are offering unique services to multinational pharma companies in a time of unprecedented interest in vaccine development? The spin offs have been a distraction, but the core business alone remains a hugely compelling prospect over the next 3-5 years (not to mention the next 3-5 months). Sentiment can change very quickly, perfect time to stock up imho

you're a shrink?

you are wasting your Wednesday money, evidence suggests talking cures exacerbate narcissism

rough night again?

The graph line falls sharply from 28 June, backing up that perception. If he was doing the usual and selling 1m a day he's now out or close to it. I would guess a sharp upward trend back to the 30s in expectation of DIM spin-out news and CHIM contracts. dyor

elrico no one's interested mate, best head back to SBTX with that other muppet

not fashionable to say but HL have always been super-efficient and reliably responsive in my experience

we're talking a week or so overdue, I've been in shares where you literally wait years for an anticipated RNS, give your heads a wobble

southgate out!

aren't there way too many variables (most of them +ve) to make that any use at all? I think if you want a 3 year plan you should probably stick to blue chips, and then not really worth the paper they are written on (witness the last 18 months)

Cathal's buy in? £250,000 would be about right, plus maybe the other big buys we've seen today. dyor

this board would make a fantastic scientific study of the pernicious effect of impatience in rational decision making. The talk about missed timelines and so on ignores the one crucial fact that distinguishes OO from almost everything else on AIM, the fact that the interests of CF are entirely aligned with those of shareholders in the medium and longer term. If he makes money they do. Any so-called manipulation of timing or whatever will only ever be to that end. This is a niche CRO, and the unique niche happens to be the sector and market that has paralysed the world's economy in the last eighteen months. Hard to imagine that's a bad thing. But hey, dyor