Member Info for elrico

Al,

The only issue I have with your POV, which I agree with your logic because, as you know, we share the same. But, the info related to SHO turning down 50p for the remainder of SBTX is absolute tosh! I know where it comes from; it is a lie. But, it is NOT your lie; you have been lied to.

Had SOH had such an offer, he may have called an AGM to put to OPTI investors.

As investors, we need to be nimble and embrace market developments wherever they may take us. Climate change, the topic of the moment, has sparked a cavalcade of “green” businesses that have caught my eye. My previous greener features include Insig AI (INSG), Kinovo (KINO), and *Powerhouse Energy (PHE) *before the valuation got silly.

Rolls-Royce PLC (RR.) is a well-rounded proposition, a global brand known worldwide for its illustrious cars, now owned by BMW. It is also known for its engineering and the reliability of its aircraft engines, which power more than 35 commercial aircraft types. It boasts over 13,000 engines in service worldwide. However, just as airline stocks share prices have hit turbulence due to COVID-19 restrictions, so has Rolls-Royce, losing revenues from its servicing and sales. But, as the world returns to some normality, airline stocks will recover as air travel returns to normal. I expect Rolls-Royce shares to fly a little higher.

https://knowledge.sharescope.co.uk/author/elric-langton/

BeContrarian,

I want to add to your case if you do not mind. II often get their stock from a seller (broker to broker), reducing the downward pressure and not having much of a positive impact on the upside. However, if the II cannot offload to another II or HNWI, they drip stock into the open market, prolonging downward pressure until the II is out of stock. In my experience, II do more damage to retail investors than we benefit. Sure, it is a sign of confidence if multiple II are on the share register, but many never show because they are often under 1%. It's best not to concern ourselves with II; after all, you invested on the back of your research and logic for doing so, not a II analyst who will have a different agenda, strategy.

Markets can be wrong for longer than we can remain liquid, which is worth keeping in mind. Also, be thankful for traders, especially if you are a long term investor with cash.

Circa April.

Cliostock,

Don't be fooled by Ody. He is attempted to prevent me from doing my job. He calls me a fraud by another pseudonym and does so by offering no evidence to support his lunatic claims. I would not bet against him using multiple email accounts to dissuade Stuart from engaging with me. I bet the effort is not put into complaining about Tom.

That is his motive in a nutshell.

Wow, seriously! Croda/Sederam has not been swept under the rug. It would help if you were realistic or better understand how corporates work. They are not in business to pander to retail investors thirsty for news to trade on the back of; they are building a new brand like nothing before.

Post the results, Stuart was clear; "there is no delay to Croda/Sederma; they are on track. If there were a delay, we would need to announce it to the market."

Stuart is also on record, saying he "does not want SBTX to become a news-driven company." But, sadly, too many retail investors need their hands held as panic sets in because some retail investors are happy to bank profits.

I understand some peeps will have expected an update on Croda/sederma; after all, AxisBiotix was announced; the natural conclusion would be, why has there not been an update on Croda/Sederma? It was my hope, indeed, expectation. However, Croda/Sederma is altogether different because, unlike AxisBiotix D2c, where SBTX is in control, Croda/Sederma controls the news. Like it or not, Sederma will not want its VIP partners known ahead of product launches. They will want to maximise PR through their agents.

I accept it is not as exciting this way, but if you employ logic, it gifts an opportunity to shack the sofa for some more funds and accumulate, assuming you can stomach the SP movement.

Essentially, the rearview of 2021 fared, and look down the road.

https://twitter.com/LEMMINGINVESTOR/status/1478072974825635841

I have filtered Odysseus07. There's only so many times I am prepared to read the same questions after investors have answered them. It's not about debate. It's about setting his agenda above all else. ADV thread was trashed; he now seeks to denigrate this one.

You have been warned.

Alan,

All members, not as can be read to a select few.

Don't allow our village troll migration from ADV to fool you. He deals with misinformation and lies.

Croda paid $65 million for Sederma in 1995. Of course, matrixl revenues have grown substantially since then.

PB,

CF has stated OO is looking to appoint a CEO to free up CF to do what he does best...he's a deal broker. With the UK Gov delay, there was a need to increase demand for infectious disease work arriving at the OO door. This required a change in priorities; thus, the spinouts and the cash divi took a back seat. The net benefit is OO is likely to smash the 2022 forecast, and we get the spinouts done a few months later. Even so, I would still caution against betting on April/May because we may end up in a very different world if the USA implodes, as I think it surely must.

If I were CF, I would wait until the POLB lock-in period has lapsed to gauge lemming travel.

Can someone explain the difference is between an unofficial and official podcast? Was there an imposter posing as CF in one of them? Why one, I wonder? :)

Jezz, I hope I wasn't mine. He was very convincing. :)

Now, do I push it tomorrow or leave it until BoJo lock us up again? :)

Odysseus07,

I was planning to offer an opinion on recent events and what I expect in NY...why bother is now my thinking.

You seem like a disingenuous fellow. First, you plead for opinions on the fall in the SP, then throw insults about. Leave your emotions at the door, please.

Feel free to provide an example of a ramp from me. But, of course, you will, like every other emotional tyrant, ignore this request because you will not have an example but feel it is OK to insult people you do not know, like a braveheart keyboard warrior.

Both I and Belgrano have provided reasonable, commentary here. I for one will not bother again for the foreseeable.

Happy Christmas, little grinch!

Ref TLY

It is a well-run company, but this obsession with value comparison based on revenues stt1 is blissfully ignorant of a key metric; enterprise value. Given the problematic nature of the NHS, where TLY offers support services, some of which are not operating to their usual capacity, there is more uncertainty about the health of TLY while the pandemic continues to disrupt, I called for researching TLY for the time being. There is simply too much room for a retrace in the SP.

TLY is £50m, ORPH is £141m. Without getting bogged down in the accounts, TLY has significant more operating costs than ORPH. I could go on and on.

TLY PE is 171 (2021/22) while the sector is c55, ORPH is forecast PE36 2022.

It would be easy for me to pull it apart with half-truths, misinformation, lies, etc. But I would sink as low as stt1.

His discussion, baiting is tiresome, disingenuous, and add nothing to the discussion, hence why I have added him to the filter bin.

"All positive comments welcome."

Wow!

Northseatiger1,

You chose to breathe life into this topic, not me. I am merely attempting to convey that I did not intend the "rubbish" in your POV.

Apologies, I guess I was not very clear. IMHO, and my experience (and I am prepared to be wrong), I do not believe ORPH will attract a bid from a big pharma until the spinouts are completed. I am not suggesting your proposal, hope, wish, is wrong or not workable. That is all. Where there's a will, there is a way.

I hope I am right because it is best for all investors if the spinouts are completed first. Time will decide.

Northseatiger1,

With respect, your quoting my opinion does not qualify as me "rubbishing" an opinion. I merely offered my opinion, which has since been validated by CF comments (leaving aside the numbers), it appears I have made a valid point on the business structure and strategy playing out, be it at a reduced pace.

My point remains. Any suiter contemplating buying ORPH will most likely want a clean CRO company if this is its model. Most M&A activity is clean, not baggage required because it is viewed as a distraction from the core business, and therefore complicates things.

Offering an opinion different you yours should not be viewed as me "rubbishing" your POV. Perhaps "Sorry, but you appear not to understand the business strategy, or understand the value currently locked inside the company" didn't help, but it appears to be valid.

extrader,

I did tease the question regarding CF preference to a clean, PURE CRO, prep for M&A or NASDAQ, where I think ORPH needs to be rather than this cesspit? He said all options are on the table. I'd wager he wants Prep, Imutex and DIM resolved first.

https://www.youtube.com/watch?v=n5BUghTUOzg&t=1s

Northseatiger1

Please enlighten me on what I rubbished? I am not in the habit of "rubbishing" peoples opinions, period. I may not agree, and if so, I will offer an honest opinion, which may be correct, or completely wrong. I am a man, after all. My wife is constantly informing me I am wrong.

https://www.walmart.com/ip/DietWorks-Appetite-Control-Prebiotic-Gummies-Appetite-Suppressant-Promotes-Weight-Loss-Feel-Fuller-Faster-Raspberry-Flavor-60-Gummies/296415342

Owned by https://www.windmillvitamins.com/overview