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This is either
A clever little advert by Orph to soften up China to give us a big fat contract
Or
A China originating piece to soften up China to accept such a contract is about to be announced.
Never mind the spinoffs, if Orph get a foot in the door in China their business model just got a huge "shot in the arm". Bread and butter bagging. ??
Thanks Ivy
Another barrier to entry is the red tape involved and government approval, fences Orph have already negotiated with the credibility associated with having cleared them.
Velo
The CEO said that,to paraphrase
"Be assured we will do our best to keep returning value"
Bland nothings perhaps but it felt like an acknowledgement that people want the SP up, but he could not be so blunt.
Overall it altered my perception to a more LTH attitude rather than an explosive double bagging mindset.
Cheers
Ivy
Thanks for posting.
What were those high costs of entry?
Seemed ok to me, not the most dynamic pair of presenters.
But the profits speak for themselves.
The dependency on other people's chrome mining for feedstock struck me but that's not news to most. There's plenty of life in the dumps and mines. 20+ years it seemed to me.
They are obviously a cautious, well run company BUT they stressed they had shareholder value return high on their agenda, which I liked
Not on twitter but Well let's have a dedicated Orph FF group thread, nice distraction when volatility stirs our bellies a bit :)
Triple captaining Fernandez next week.
I can't go Grealish he's Villa
Good point about KDB being back
KRO :P
Gundogan or Sigurdsson next week in FFL
OO will take care of itself, I have more urgent matters to attend to :p
https://www.visualcapitalist.com/common-mistakes-with-mining-stocks-funding-strength/
If the market thinks a company is worth £100m and due to special conditions (profits boom) it realises it's worth £120m so decides to announce that by giving £10m to shareholders.........
What's it worth ex divi?
Truth somewhere in the middle?
Nowtleft
It might, I hope so.
But I know IT and I find the idea we have vast reams of precious data useful to Apple less convincing than the idea that we leverage the universal vaccine concept into multiple applications and become a genuine big pharma players worth billions. And the malaria stuff I find exciting too. I guess watching how Maxcyte have reached huge sums influences me.....
Then again when a piddly little app or website or farm simulator can be worth billions .... Who knows?
Hmmmm, I'm excited now! :p
Surely if it's a windfall dividend the share price should rise?
Dips come after an anticipated usual Divi?
Let's hope so Prof cheese
I said no omens but my daughter's favourite food is ....
cheese! LOL
Looking at other boards, full of people bemoaning their management and comparing them too how good things are run at
SLP
Worth another little top up : )
That t-shirts gonna be cashmere : p
Reading archives I find a few about the antibody testing service we launched. That seemed a big prospect that's gone quiet ...and got downgraded by the brokers. Did we just get flooded by competition or perhaps its still quietly ticking over generating a nice financial surprise?
For all the Covid19 generated excitement, wearables (which is ok but the one I am least convinced about) and the likely stream of HCT contracts. It seems to me the option that has the biggest potential, the one that has me daydreaming that my small stake turns into a new Porsche is the Universal Flu vaccine THAT is the catalyst that makes us much bigger than 1billion. The strand that keeps us here till £10
Speaking of which, not a Tip, but if you like Orphan check out Maxcyte, double bagging that kind of led me to OO and it may have another 50% in it when it hits the NASDAQ (planned for this year). so I'm holding. Sylvania Platinum too.
And then there's "the next RNS"
I'm betting it's a seemingly routine announcement of a big fat contract with a big pharma company that quietly confirms the routine, reliable nature of OO's new prospects and thus does more for the immediate SP than any amount of exciting speculation.
Finally, Thanks to all this is THE best board of the 6 or 7 that I frequent. I put 1k into Hollywood Bowl and wish I'd put more in after this week, but the board is a joke so I feel less informed.
Cheers
Middle aged Anglo-Irish guy if you please :)
Fingers crossed
My daughter informed me today that, born in 1961 I am a White Metal Ox
Chinese year of the Ox
My birth year and this year
Also it's the Chinese year of
White
and
Metal
So I doubled my stake in this White Metal producer, not due to "omens" but so that if things go well Monday I can get the T Shirt made up ??
Jan
Indeed and that short delay lets me double my stake at 30p while the market catches up ??
Good luck to all
extrader
Thank you very much for posting that, excellent stuff
Spindler
LOL
I meant a dealing charge of £1.50!
To put 1k or so into a fund I'd like to buy anyway
As opposed to about £15 if I bought a stock
Take care of the pennies.....