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You highlighted Orphs potential very well I thought given the constraints. In many years of investing,I don't remember a more exciting stock. I am amazed,given the known strings to its bow,that ii's haven't been buying in droves. Then again they are often late to the party and want cold hard cash rather than potential.
Good presentation ,though I don't think your two colleagues really understood the scale of the opportunity here. This is not a pure covid play. Investment in the vaccine space will be multi year or multi decade. And with "data is the new gold" ,disease in motion could become a billion dollar company in its own right.
It is not the GM's job to keep commenting on share price movements. It is his job to build the business,and the share price will look after itself. Focussing on day to day price swings won't be good for anyone's sanity. I agree that we are ridiculously oversold,but the market will eventually come to its senses. A good time to build your stake if you truly believe in the company.
Hopefully this crazy vanity deal will depart with Felix.
I agree. I would much rather a special dividend from the cash generated during the pandemic period, instead of paying it to Tastytrade (what a ridiculous name) shareholders.
The market will always want to see the money. It's all well and dandy talking about potential,but potential is not cash in hand. Until a wearables deal is announced or Imutex/prepbio is sold or spac'ed, I don't think we will see significant price rises.
A brief but important appearance by CF on Ian King live. Getting the hvivo name out there.
Interesting,if rather complex for most investors to comprehend. My main takeaway was the level of fees involved,around 25% of proceeds and the importance of the sponsor in garnering interest. I am not at all sure if this would be CF's or Seek's preferred route for extracting value out of Imutex. An outright sale for cash would be much cleaner and more certain for all concerned.
Great find,trader! This will underpin CFs inference that wearables deals are closer and more lucrative than we originally thought. Very exciting for a merry Christmas and a prosperous New Year.
Interesting jimzi and Wally. I had thought Icon would be the obvious buyer for Orph,but Iqvia could well be in the frame with their emphasis on data. We would be but a tasty morsel to either imho.
Precisely mickel,which would lead me to agree with blah blah that some kind of ongoing partnership between Orph and a tech company seems like the most plausible way forward.
As usual,you make a very persuasive case,trader. Those iis selling out only appear to want a quick buck...more fool them I say. I won't be selling any of my shares until CF steers us towards a final sale or we become a FT250 company. Gla long term holders.
Thanks Swaple,should be an illuminating one
Couldn't resist a top up at 26.8p....this is indeed a company with a huge moat in the right space at the right time. Can't believe mms have given us yet another chance. Support should kick in around the 26p level,so get in quick.
Agreed,whereas in the vox markets podcast CF spelled it out clearly that £40m was the potential value of the Gov contract. Almost as if he doesn't want the SP to go crazy too quickly!!
Absolutely Demon,and yet we are only valued at £200m. This share is only going one way and that is up,up and away.
Once the non core is sold and paid out to us as a dividend,our core business will attract the interest of a larger CRO like Icon,rather than a big pharma. Your £1 to £1.50 could well be near the mark,aimho.
CF very bullish on the vox markets podcast. Main takeaways:
1. Huge amounts of money will be spent on previously neglected vaccine testing over the next 10 years
2. We are 95% NON-covid
3. The company is heavily management backed.
4. Right space,right time.
Likewise trader,CF playing an absolute blinder here. I am even more excited about the returns here. To be valued at c£200m with so much in the locker seems ridiculous. With a higher global profile following today's RNS,30p will be a distant memory very soon. Your calculations may have to be revised!!