Member Info for Indiscipline

I'm just saying make sure your account is at an ok level as brokers platforms in high volumes freeze. Second day in a row.
With the stock sitting on the 200 dma stops just below can get hit. So keep the account at a level you are going to sleep at night if this weekend starts to feel hectic and you hit panic sell territory or your stop loss kicks in.

As we speak the US is having another swoon.

Same old, same old.Guys be careful there are huge volumes going through. Other platforms could do the same.
Make sure you can get through this crap like us IG guys.

Can't get on the platform to buy. Another time Ig has hit the buffers

There is some heavy manipulation going on. Can't get a quote when it made the swoon unless you bought 5k in shares which was above stated quote.

From the Fireside chat looks like it may be next week or one after that. Hopefully not...They have a very slack approach to deadlines.

They have done it before results stating we can ramp up fast. Does appear a good signal that they will be pushing pipeline fast and hard. Says they aren't just a research and development company but a manufacturing pharma. If they are doing a JV they can come in as partners... Makes negotiations with big pharma far fairer.

As theories go that could be a good one. We would have to be getting a bloody good price.
CF is presenting but has gone too ground. He's not usually this quiet.

We have the third facility to look at. Maybe he's quiet as the wearables deal is finalising. Though he was looking at February and I would have thought late Feb for it.

Love the Chuck Heston analogy. On the flip side not so hot on his NRA supporters storming Congress.
As others have said we have to trust in the process. The expansion of testing facilities from one to three and likely four inside of 6 months shows how cheap the price is.

The Invesco managers want to be judged on their choices does not look too good if the money you make is someone else's.
We lost some smaller funds they will be replaced. There has been some buying behind the scenes but not enough to register from them. Why go full steam ahead when they know they have a seller who is off-loading and moving the price down so they can buy in stages on the cheap.

Like others frustrated but when it turns it will turn big and all at once.

Guff talking about erogenous growth, I mean that is something that should get us all excited... eh guys and gals.

The volume is very small. All stocks that are seen as covid related are getting a battering. Tom Lee from Fundstrat came out with epicenter stocks thesis ie all the stocks that are obliterated from covid should re-accelerate hard this year. This story is all over CNBC. Buy your Marriot's Uber. Googles and travel stocks. That is what is lighting up on a thin trading week.

Got to wait till early Jan for things to get motoring... more's the pity. Then we should get some form of operational update.
The third facility will be announced I would imagine then.. Until then we just got to churn through this...

All in all the insti's selling done has been handled deftly by CF. The horses have not been scared. Mainly due to plenty on the near horizon that can be realised. As long as we stay above here Oct downtrend is broken and we are set up for a good year ahead.

The October downtrend line is broken. We are gearing up for a significant move higher. The next six weeks now that the institutional selling has been dealt with should be very good indeed. This was a correction in an uptrend.

CF as deep said has danced around the insty selling beautifully. If he would have been too direct we wouldhave got smoked. It demonstrates what a bloody astute CEO he is. Meanwhile, he's sending out the RNS's that show the core of the business functioning very strongly.

When the vaccine came in we were going to get a knock. The market is beginning once again to understand that this area will be something that is an ever powerful part of pharma for ten to twenty years. This stock is in a secular uptrend because it is an area that Governments and pharma cannot afford to overlook ever again.

They got away with it over Zika and MERS but the regularity and severity of these crises and the ever growing population mean we are in a dominant sector. ORPH can be at the heart of the defence against these variants with their ever growing testing capabilities. It was why a bloody small company like ours at present is hauled into national and international strategy. In vulgar terms financially shareholders will benefit as the City increasingly grasps this.

We could be earning around 40 mil next year and we are on a 150 mil market cap. We should expect a very serious rerate latest by Q2 and we are talking multiples. The stock will not be valued on a PE of 3. Minimum we should be looking at is a triple within 12 months.

To be fait to CF he did say he was really developing that side of the business with the HCS models as the Covid crisis was kicking in. In other webinars he mentioned this but there has been huge emphasis on wearables and Imutex and I guess that is seen as the sexy stuff.

We are getting a changing of the investment guard which when over will signal the next leg up. Considering we have churned so much volume, the fact that we have maintained, this price is hugely encouraging for the real newsflow of next year. Like you I am very positive next year. Where can you allocate as substantial amount of your PF with as little risk and as great reward? You have to balance both...

This space has lost some light as the vaccine hit. Yet the real vaccine technology battle begins in 2021 with Covid and other areas. Microbiotics which CF has commented more and more recently should be a massive area for us as this virus really concentrates attention.

We just have to show some patience it rewarded us so far. The tightening volume suggests insty selling close to done.

Some would suggest wait tillNew Year I hope CF bangs one in in the quiet period to catch people off their toes. A quick one two punch at the start of Jan would get momentum really humming. CF has the ammo to do it.

Volume really tightened. One piece of positive news and this can break back over 26p v fast.
As said before I think we have to wait till after Xmas.

The broker in CF will know that with the tightening volume dropping any news between Xmas and New Year will be xplosive, and if he follows that up with another the next uptrend really gets going.

Like deep I believe it's best they are out. We had some placement guys and some stale longs from the institutions.
There have been a few small block buys which would suggest some is being accumulated, but not in a huge degree yet.
The institutions gave us the cash in the bank, they have done their job.

Cf right our sector of pharma growing in importance as we see. With a data business that will be augmented we have two huge profit centres for a company this size. The beefing up of the board in Sullivan was done for a reason. Specially when she has big pharma and lots of venture capital links...

The New Year should be very positive for us.

I agree with the divi part. We should still be keeping cash as a war chest for growth areas. I think he can see so much surplus cash being generated that he can do that and still add some bolt on acquisitions as and when the situation arises.

We will be generating some huge sums as we have strong margins.

I do think when he does a new webinar these questions that deep has vocalised should be put to CF. Divi v reinvest. I imagine he will fancy both but something to put forward.

I have seen one or two mullets comeback - though they are masquerading as a feathercut.

I think you are on the button there.

It is that disconnect that is holding us back for the moment. It is also that disconnect that is creating the price where buyers can top up again with a massive margin of safety. We are looking at earnings that put us in a single digit scenario and massive uplift for early next year.

I think what is killing many is that some of the more speculative stocks are catching a bid. We lost the tide for the moment.
I believe once we get a welter of challenge contracts and an update this will really have the wind in our sails and the tide pushing us hard. CF is banging out those contracts that size will create opportunity.

He now has a bloody good scientific team around him to line up target areas. The new director Elaine Sullivan player at Astra Zenica and Lilly is a major player and allied heavily with biotech venture capital. That is not placed inside the company for no reason. He is beefing up Venture side of the business for six months time when he has the study machine really rocking and rolling, we all know this is a massive area. The other growth areas he has a team around to exploit it now.

We know what is planned first half of the game. CF is a wiley fox he will have other areas with the cash to exploit.

I agree Imutex/Prep has to be defined. Think IPO is the way we will go. Standalone company kicking cash back as and when.
Wearables will start kicking in shortly. He is mentioning more and more data side that would be the area that he will beef up outside of study expansion.

I am as frustrated as anybody here pricewise but as deep held my hand through the raise patience paid off. Think it will again soon enough. Risk reward here is great. Right now we are not in fashion, but then again mullets were the height of fashion; deep fancy rocking one of those for us? Let's be classic... a classic growth story.

Interesting points.

I think he wants to grow the business but using the profits the contracts will create. He can expand the study side and move into other areas once he has some decent capital in the bank. What none of us want is over-expansion and dilutions.

As for the facilities taking a loose approach there makes sense they are bloody costly and the contract side has to generate the size of business to support the cost. Once we have the funds then we can own.

Right now I think he is getting more acquainted with the data side. Remember it has been only a short time since he has taken the business over. He would be the first to say nine months ago he did not know a Challenge study from University Challenge. He has done pretty well there since.

Once the funds start really hitting which they should by February, the coffers are filling up nicely now, he can survey the landscape and build. There are a lot of areas that he can build on within the current business and a whole lot more he will build on with the cash if and when needed.

Things like this put all matters into perspective. Hopefully the pipeline TILS are developing really makes things better for all. These guys are working at the cutting edge. The most precious commodities we have are Time and Family.

Merry Xmas all.