Strictly ... if that were the case I would be gloating not trying to get some balance to the continual ramping on a share which has fallen 50% over the past few months. The question that really should be asked is why has this happened ? Not just sentiment given the announcements over that time, what has happened for this to drop so far? critical questions should be asked but alas this board returns to normal and the dance goes on.
one thing is clear from this exchange ... I overestimated you that's for sure. Whether people agree with me or not is not something that concerns me but the value for me is them seeing you in all your glory...
"Orph can decide to open new clinics in the choice of 4 hotels it has already located around the QMB site. That means staff can be shared between the sites with the QMB being the hub for it all." pie in the sky and ad hoc hopes.. and you call me clueless if that your strategy or his .. who knows either way it is hardly a sustainable growth strategy... And all by sharing staff... classic
dream on Ryan... time will tell. 15m capex to support gorwth is a drop in the ocean especially given he is spending some on disposals.. You have no clue and don't read with context do you just call people liars. And if you read slowly I didnt state that he would raise I stated that if he was looking to grow. Plenty of transparency ? laughable .. he feeds what he wants you to hear and then fudges the issue at year end as he has before.... you are completely taken in.
Ryan .. I refer you to my earlier post. Insitutional investors can provide capital to expedite growth. Clearly with the balance sheet the way it is there is no sufficient cash or a desire to expand service facilities outside current ad hoc arranegments. So here we are the claimed 'fast growing' company strategy is dependent on ad hoc arrangements, short leases and little capex at exactly the same time that the CEO harps on about massive pharma spend on HCS and pharma services in the decade ahead. Cathal cannot achieve any such level of growth from any free cash flow in the future and so we are left with the waiting lists for clinic space and a ceiling to revenues in that space. So it is clear to me that either Cathal is running this on his original do up and sell strategy or may raise periodically and try to grow that way. There is no transparency and no large investors to support capex as II's do. There it is and that is my bear case on the CEO claims and how they don't seem achievable or realistic at this stage. No clear strategy just talk
Jeepers ok if need me to spell it out... Institutional investors will do due diligence and meet with the company and board and employ their own analysts to support their decision making. This provides more transparency for the market other than a house broker coming out with target prices and forecasts ( in this case changing the formula for valuations last year). So this in turn give more confidence to investors and greater accountability for the board. what we have hear is a situation where the board are not as accountable and hence we get promises, smoke and mirrors. The question remains, why aren't institutional investors piling in to a fast growing pharm services company? Why are retail investors his main audience. Your welcome
You assume you are the only one who has the intelligence to string a sentence together... how arrogant are you. Those are my words and if you do not know the value of strategic investors then you are not as intelligent as even I thought.
Strictly... I have no beef with the company and you may be right but there is a need to keep ones eyes wide open and not follow people on here or CEOs blindly. There is always a bear case and this board would benefit greatly from discussing it and not dismissing other posters are dishonest, or looking for a lower entry which, I may say is pathetic and such a typical response. It like being a debating society where only one side get to speak. Earache did make a silly post but some of his posts actually have merit and deserve closer scrutiny in fairness.
Institutional investors are strategic investors who bring not only capital to a company but provide the means to increase exposure to other markets and stake holders. Why are they important? They are important to signal to the market that there is a future growth / dividend stream available and they provide strategic level support to a company when they take large positions but yet again you know that already. Don't get so emotional BTW
for me he only way to actually grow the business is not leases on old hotels and such like it is, as he stated he was going to do open bespoke units in other regions and countries.. What happened to that strategy? is he going to license it out to meet demand or remain static with waiting lists and drip drip revenues on pretty low margins? So many throw away comments by Cathal but you talk of growth all the time, but this sort of growth is one which has a very close ceiling and I for one don't buy it. So as I am entitled to do I post what I think on a public board but alas no answers of note