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I would also add having stumbled across ORPH as a result of recent acquisition of HVIVO I would be investing here at this valuation without the new focus on virology. Cathal has pulled together a fantastic group here and I would be backing this year anyway.

You have to remember most people dismissed this as just flue until last week. I sold all my portfolio in mid January on the news coming out of China (not the mainstream but Twitter feeds). I had seen enough of the action China was prepared to do to to contain “just flue”.

I then moved into gold stocks and Pharma stocks related to Coronavirus. I sold my gold stocks on a Friday and now just in Pharma stocks. I am quite happy that the masses are taking their time to see the potential here and with the markets hopefully bouncing next weak I will be putting more in here, now the baby out with the bath water phase looks to be over.

Blahblah, hopefully we will know soon. One piece of feed back from a poster here that attended the presentation was the lab/quarantine facility has gone from 30% utilised in 2019 to an expected 100% utilisation for 2020, I am personally happy with that on its own.

Mytton, my understanding is RNS are released if there are material changes. We have a quarantine facility we know gets used, so it is not material unless there is a bidding war for it’s use and we are getting a significant revenue boost.

Absolutely, the quarantine beds are world leading and will be used in the development of a vaccine and not for general patients. Cathal was quite confident that the occupancy rates would be a lot higher this year. Hopefully people are prepared to pay a premium in this climate also.

https://ukinvestormagazine.co.uk/kefi-minerals-reach-agreement-to-commence-tulu-kapi/

I think if it was up to me I would use a test kit then treat the patients and then develop a vaccine to protect those who are not infected in this first wave.

As a virulent novel virus a vaccine will be essential in the protection of the greater population. Maybe you can see how this wave will impact all those operating in this space and HVIVO hold the key to developing a vaccine with their world leading channel studies and quarantine units. IMHO people will catch on to the potential here soon.

This is lasts night excellent Webinar that I listened to live.

Some key take aways for me.

Profitability across whole entity imminent and that will unlock multiple of extra value.

Cathal is quite insistent a sale before the end of the year!

Inherent value in assets acquired recently significantly higher than current MCAP.

Lots of news to come.

hTTps://www.valuethemarkets.com/2020/02/12/video-open-orphans-cathal-friel-details-ambitions-2020-plans-following-5-3m-raise-in-exclusive-presentation-orph/

Just did the same Zeus, lowest price you get all day.

Nice write up.

https://www.valuethemarkets.com/2020/02/05/open-orphan-expects-profits-within-months-as-it-plans-role-in-coronavirus-treatment-orph/

North Energy have not sold since that recent article.

Heritage are skewed to offshore production, so onshore is around 10000 BOPD, but PB did say by 2021 so that is pretty impressive!

A useful link. Page 6 gives a breakdown of most recent production for Nov 2019.

http://www.energy.gov.tt/wp-content/uploads/2020/01/MEEI-Consolidated-Monthly-Bulletins-January-November-2019.pdf

T&T are going to be keen on any gas we can add.

hTTp://www.looptt.com/content/pm-blames-us-sanctions-dragon-deal-put-hold

New investor presentation just released.

https://www.openorphan.com/sites/openorphan/files/Open_Orphan_Investor_Deck_02_20.pdf

Home, I saw spangles post last night and thought it was plausible, but today’s interview has blown that out the water for me with PB saying that facility is too small for us now. Either way PB has played a blinder in getting this far with so little dilution and he is in the driving seat now with options.

Thanks HBRUS

“This is a different company today as it was on Sunday”.

Wow, PB is brimming. Bringing forward Royston and drilling the next two exploration wells concurrently.

The equipment needed to test out this rig will add 250k to the capital spend, PB then stated that compared to the scale of this find it is insignificant. This find is not unique on the Island with similar sized finds in 40’s, 50’s and 90’s but no one thought there were any more left.

$35m MCAP, bonkers.

Interesting, it would not surprise me if TRIN were looking at it as given the number of wells they have some must be suitable.

In your experience what flow enhancement can be achieved with CO2 injection?

Hi, I am certain Bruce is slaving away to create share holder value and the beauty with TRIN is it has so many options, however Inniss-Trinity Is a CERP field and I know they have publicly announced they will be using CO2 injection through Predator.

https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/PRD/14303702.html

PB in 30years has never encountered 1000ft of pay in a well, and this is someone who took his last company from 0-20kbopd. However this well has 1000ft off pay coupled with a well pressure that needs the only rig on the Island that can test it. There are no certainties in the oil industry but I for one am looking forward to the test results.

https://www.dailymail.co.uk/money/markets/article-7814357/SMALL-CAP-MOVERS-Trinidad-explorer-Touchstone-balloons-value.html