Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Totally correct ! The 649,870 is also mine , it’s a buy. No idea why it shows as a sell.
The 250,000 sells showing up are actually buys as they are mine, no idea why they’re coming up as sells ..
Pretty much agree with all of that Shandypants !!
CF certainly had his faults but he certainly knew how to get things moving SP wise! Yes he was very over optimistic, but that's standard in the AIM world. I still believe this is an awesome stock, huge growth market, growing margins, growing revenue, growing pipeline, next to no competition, there really is nothing to not like about this stock.
What I'm struggling with is the 2023 top line view, why is growth all of a sudden coming to a standstill?? We're set to do £50m this year, but only £55m next year - of which most of this is already booked so we are told. What vexes me considerably is how this reconciles to the £80m weighted pipeline. So this weighted pipeline is what they expect to win, its not the absolute number, this may be £120m or more. But if most of the £55m is already booked into next year, where is the £80m of expected new revenue ? Or is the pipeline now so far into the future that its mainly beyond 2023. To me, this doesn't add up unless I'm missing something blindingly obvious???? I really don't see how we only move up £5m in a year when we have £80m weighted pipeline. I'm all for under promising and over delivering but this is verging on ridiculous. I'm a LTR and expect to hold this 2-3 years, I fully expect we will end up north of 50p within that timeline. CF will land the spin-offs when the time is right, he knows what he's doing, I have no doubt about that. DYOR.
Fair point Sportstrsder
Let’s hope 2023 brings in some revenue from Omicron and Malaria , we really need it .
I remain confident this will all come good in the medium term .. ??
CFO’s are generally expected to drive growth (not just report on it)…
I agree ! Needs a shift change to get this moving again ! I’m in this for the long term and I think in time this will come good.
What I’m struggling to come to terms with is the very lacklustre view on 2023, just 10% growth from
£50m to £55m, this is in stark contrast to previous years and represents a real slow down. A year or two ago we had Cathal saying how the global pharma market spending was set to increase global spending from £50bn to £250bn between 2020 to 2025, so 5x growth ! If this is true why is OO predicting just 10% top line growth next year.
As a CFO myself I’d expect to be sacked if this was all I could come up with in a supposedly rapidly growing company, this is really disappointing top line growth, especially considering 10%+ inflation. In real terms this represents no growth at all . I’m all in favour of under promising and over delivering but at least show us some form of more aggressive growth in a rapidly growing market with next to no real competition..
it’s a steal at this price but I want to see OO be a little more aggressive in its targets ! Hopefully we will be back in the 20’s by Xmas but will require several more big contract wins or a Nasdaq listing or some solid II’s getting involved…
Fingers crossed ??
That’s not quite correct Vox, revenue is recognised in accordance with work being done , it’s not to do with when work is completed . This is the principle of matching under UKGAAP - you match the revenue with the costs …
Karlo is definitely The Village Idiot ….
Some strong results tomorrow should get things moving SP wise.
Medium to long term this is a truly outstanding stock , the 40’s will return for sure. The pipeline just gets stronger with every update and OO has no serious competition in this market , at these levels it’s an absolute steal. I’m definitely holding for 3-5 years then time to retire!!!
What planet are you on Ironman ??
As a CFO, I can tell you categorically, EBITDA really does count !!! Please stop posting utter crap !!
Really happy with what Cathal and Mo had to say. Long term it’s a great investment and so much in the pipeline. Definitely going to be topping up as much as I can whilst SP remains in the teens. I think we’re sitting on a gold mine ..2022 could well deliver £75m top line IMO . DYOR.
40p by Easter would be awesome, hope you're right Green. Fingers crossed. I'm sure Cathal is knee deep right now in some juicy contracts. Current low SP baffles me considering the earning potential of Orph. A sale at 60p would be a dream !!!
Orph drops a £10m+ contract and the share price rises 1p - I'm lost for words !!! What does it take to get this share moving north !!!! After watching last nights presentation, I get the feeling CF has another Xmas present coming before the end of the year !! I could be wrong ,but I don't think so....
Sportstrader, you speak a lot of sense and make some very valid points. I'm fed up with people bashing CF, so he gets a little excited but so many things are out of his control. It's still a cracking company with great fundamentals, a very strong and profitable pipeline and tremendous growth YoY. If I had more cash, I'd pile in now as I think sub 20p is an absolute steal, sadly I'm already in 100%. Sentiment will return and this stock will fly, its coming soon, we all just need to be patient and get behind CF, not put him down because things aren't yet where we want them to be !!!!
Only a fool would sell ORPH now, that said, the world is full of fools. This time next year they will be kicking themselves. ORPH is a volcano about to explode !!! No doubt about it.....DYOR.
Jeez Bronx, you're talking a real load of bo**ox this morning - were you out on the booze last night ? I suggest you go an have a lie down for a couple of hours !
I agree with you there Bronxville. CF has been too quiet for too long IMO, we all need some form of update, even if just a brief one. The share price has been on the slide for several weeks now and this is because we are all left second-guessing as to how things are going. As you say, there's a danger he loses the dressing room. Hopefully he steps up and delivers some awesome news we are all hoping for. I remain hopeful.
Hi Guys, this is first time I've posted so go easy. Just wondering, have we had the 2nd big announcement CF talked about in his presentation a couple of weeks back? Didn't he say 2 big announcements coming by the end of the month? Or maybe i missed it, in which case apologies. I'm sure the SP will bounce back very soon and we'll be back up at 45p+++, knocking on the 50p door very soon indeed.