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Yep, old leaky ORPH. Successfully raised £20m for newco i expect
Dave, honestly dont bother engaging with earache, self righteous and useless little man. I filtered him a while ago now. Boards read much nicer without reading his constant confrontations and verbatim posts. It's easy to see why he chose his username and he's pretty much universally disliked as I'm sure you can see why. Most people can tell the decent investors from the trolls but he makes a habit of going after the former.
I dont think DIM is ever official discussed as a spin-off, like the other three are. As it would always be linked to ORPH data, it doesn't make as much sense to be a stand alone company anyway. Leave it in ORPH I say, and get the subscriptions rolling in
No, he said one definite and 'maybe two'. For what its worth, I didn't get the impression the second was *likely* to also fall in April, just that it was a possibility. I prefer him to be a little vague as I think it prevents short term traders a little.
It feels dangerous to me to be selling out short-term in the hope to buy back cheaper as there is too much potential for RNSs at the moment. Hoping we get full year results soon and much more specific details on the first spin-out.
As others have said here, it would be nice if the first spin out used a retrospective date to award shareholders, whilst this would stop the SP ramping up hugely in the short term as people buy in last minute, it would however encourage people to buy more in advance of the NEXT spin out announcement, which as CF alludes to, is near.
Made a couple of buys recently with the same philosophy, very rarely will you catch the exact bottom and long as you trust the company long-term, its better to just buy in than risk missing a big RNS like a spin out/buy out/dim contact/impressive FY results
Id consider it pullback/consolidation before next leg up. Has done this every step of the way so far. Yes I'd say its a great buying opportunity but then probably everyone on here would say the same
Does the £39,388,000 in the recent circular suggest we have at least that much cash in hand?
I believe they can consolidate shares if need be
I think that was £10m to create a covid challenge study and took i think 6mnths(?) to create it and then to get it approved. Other attempts might not even be succesful. I don't foresee us having competition any time soon, especially with our established contacts and relationships with big pharma, there is risk of them spending millions and getting no business at all from it - the risk/reward just wouldn't make sense.
Price monitoring RNS you mean? Ignore them, not relevant.
Looks like next support here is around the 110 level. What an unusual day. Will be interesting to see if shorts have increased.
I think the tie in is a great idea, it would be a first day massacre if there wasn't a tie-in. 9 months gives us all a long time to learn about the business, watch a story unfold, and make out minds up on whether it will be a good hold long term. We'll also get to see how 'invested' Cathal is in it, as I think a lot of people would back the man in his endeavours. Who knows, might get a buy out offer within that time frame and save us all the thinking
Sorry, don't have the time to check back and see if this was posted this weekend:
https://pbs.twimg.com/media/EzU16o7UUAU3NDs?format=png&name=900x900
Xenor "I keep hearing "gap closed" on here but can anyone explain WHY that gap needed to be filled? Surely it doesn't matter."
->Its a bit complicated to explain but basically the stock market is dictated by a large number of individuals making investment decisions based on their own circumstances and especially their buy prices. With this in mind, picture a few hundred investors who bought shares in a company at 100 then the price 'gaps up' to 150 and they feel they are onto a winner. At the same time a few hundred new investors read whatever the news was to make the share gap up and buy in as well at the 150 level, expecting it to rise further. The price then slowly cruises up to 200 before beginning to fall back down.
The problem comes when it falls to 149 or 150. What are these two groups of investors thinking at this point?
The ones who bought in at 100 are thinking "damn I was onto such a winner but I'm still very much in the green right now and I can't bear the thought of being 'down' after being 2x at one point. They begin to sell out, one after the other, and the price action snowballs back to 100 as each seller encourages the ones who held a bit longer to follow suit.
This is compounded by the ones who bought at 150, also seeing a decent return on their money, only to now be staring a loss in the face, many of them sell out happy enough to just be break even and move on.
Finally there's also a factor of a self-fulfilling prophecy as further people expect the gap to close, so they sell out some or all of their holdings hoping to buy back cheaper when the gap is closed and the price hits 100 or just above.
Its easy to be ruthlessly positive about a share you own, but also pays to take a step back and think "if I had bought at xxx price like these guys did, rather than the yyy price I bought at, what would I be thinking and doing at this point?"
Yes gap was closed, opened 125-140. Check trade prices at the time
Absolutely right sharebel, NT every step of the way but obviously happy to take all the sells.
It feels criminal but then no one forces people to sell on the cheap. I'm torn between blaming them for exploiting the naive and blaming the naive for panic selling!
I meant big shorts, not big shirts. While both were pretty cool in the 80s, only one is relevant here
I think MMs have priced this too low really, expecting it to rocket from 130 short term
Do bear in mind when companies and people open big shirts they create or use accounts to bombard boards like this with negativity too. They are a lot of naive smaller investors who make investment decisions based on what unknown entities on boards say, and the big boys make a killing at their expense
ORPH – Key reasons to invest (updated)
Just a quick update & reminder for any new researchers & investors who may be interested in ORPH: A few key reasons to invest in ORPH, as follows:
- 1 or 2 imminent RNS’s due this month for multi million £ non core asset spin offs
- A pioneering global leader in testing vaccines via Controlled Human Infection Models (CHIMs) & the first (only) company in the world, able to deliver Covid CHIM studies
- $1 Billion market cap target stated by the CEO (who delivers what he says) - Ethics & Regulatory approval granted for UK Covid CHIM’s (170221) – subsequently derisking a large pipeline of multi million £ contracts in the short to long term
- International consortium lead to assist Low & Middle Income Countries in implementing CHIM’s via The Wellcome Trust, creating potential additional multiple significant recurring high revenue streams to large population LMIC’s
- New ‘Disease in Motion’ platform with potential current market cap valuation of ~£200 million
- New Whitechapel Quarantine Clinic opened Feb’21 with expanded 19 bed capacity
- Enqs ongoing to locate a 4th clinic with potential 100+ bed capacity
- Potential huge Covid CHIM’s licensing deals or studies with the Chinese State
- Potential expansion of lab facilities with UK Gov, to cope with anticipated on going demand
- Near term large special dividends due from monetisation of Imutex, PrepBiopharm and Influenza Immune Modulator
- Confirmed ~£46 million contract for Covid CHIM’s with UK Government
- Multiple global vaccine co’s queuing up for future Covid CHIM slots ~£10-15 million per contract
- Non Covid CHIM’s fully booked for next 18 months, ~£5 million plus per contract
- Huge & recurring future anticipated revenues from both Covid & Non Covid services
- Excellent CEO Cathal Friel and his team, who deliver on what they say they will do
- CEO with ‘skin in the game’, investing £2.5 million of his own cash (large % holder)
- Low risk ‘picks and shovel’ company, with a ‘large moat’ in a niche & hot sector
- Regular anticipated future annual normal dividends from surplus cash
- Multiple valuable assets i.e. 24 bed London clinic & lab, 8x challenge studies etc
- Cash generating & profitable (~£20 million cash), within a growing global market
- Commitment to no future placings from CEO, who is ‘locked in’ until mid 2022
- Future new CHIMagents challenge studies i.e.malaria, bacterial infections & Pneumococcus
- Future strategic Global Licensing Expansion of a full vaccine & antiviral services company
- Probable future takeover bid from large pharma service’s company
- Low market cap, relative to likely future revenues, assets and high growth prospects
For further research, any new investors may wish to view some video presentations, from our CEO Cathal Friel, here, https://www.openorphan.com/news-and-media/video-library
GLA LTH’s
Does seem to be significant support at 165 though, just went NT for a while.