Member Info for noelpro

Stt1
You know well that no company is going to just post its cash balance on any arbitrary day. They will publish, along with many other relevant data, as a part of its report on business in H1 .
A mid September date is quite standard and reasonable
As a troll you are not doing too well. Very obvious!

Thanks Kaiver and Chazzy. I’ve been wondering for a while if Poolbeg has been paying OO for the use of the data. It sounds as though it should be.
Similarly why sales or licences haven’t materialised. OO sells its other services quite successfully..

A question this time!
hVivo has been accumulating a large amount of data over many years. I assume it still makes use of these data in the normal course of its work.
Poolbeg has access to these data and is currently investigating these data using two IA companies. As it’s a separate company how does this work?
DIM could be the next spin off. I understood it was to use (or own?) these data to sell their value, in one form or other, to other companies. Again as a separate company
So, to my mind we will have three separate businesses all wanting the same data
Where have I gone wrong?

I think there are probably a number of reasons.
In its presentations the company has stated that it is aiming to behave in a mature and professional business. As such it produces appropriately full statements of its accounts twice a year.
In the meantime such data are confidential and could be commercially sensitive
Replying in an email would provide the recipient with insider information!
There would be no justification for providing in e.g. in an RNS
Why stop with cash for one month? Why not every month? Why not Current Assets and Current Liabilities? The list could be endless!
Just let them get on with the job! They have created a growing and profitable company!
If here were fewer detractors the share price might have some chance of recovery
Last week’s presentation by Mo and Leo serves us very well in telling us what we need to know about strategy, growth and profitability

It’s encouraging to see the increasing interest in the shares and the rise in price. It should not come as a surprise. This is now a strong and growing company.
We have a new CEO who seems to be very experienced and competent. He’s set clear objectives and established the ways to achieve them.
The business has expanded significantly: in terms of capacity, the range of services on offer and the clinical tests on offer.
Last year we broke even. This year we have been promised a significant increase in revenue and double figures EBITA. By the man who likes to under offer and over provide!
Half year figures are due in September and we will be able to see the measure of these and the forecast for the rest of the year.
What’s not to like?!
Check out the recent presentations and enjoy!

I don’t think that we need to worry too much about the immediate income that would arise from the development of the challenge study model itself. The major income would come from the clinical testing of the vaccine .
What is also very important is that Mo has said that there are other biopharm companies already expressing an interest in trials.
Accommodation for such trials shouldn’t be a problem as he said in a recent presentation that a team exists to identify suitable sites and that these could become ready for use within the necessary time frame.
All looking good!

Just checked with H L.
They tell me that they are chasing the company and will let me know as soon as the shares are available!
Shame that the company / registrar or whatever did not have nine months notice that the lock-in was going to end. Then they could have been prepared!!!

https://www.proactiveinvestors.co.uk/companies/news/974386/open-orphan-profitable-outlook-for-2022-974386.html/longThis is an excellent long report on the company produced by John Savin on the Proactive site. Well worth a read.

An interesting interview
I’m sure that the questions are “planted” but in giving his responses I think that Mo comes over as a very capable CEO who we can rely on to develop the business in a very successful way.
An excellent appointment!

As stated the shares have been issued and can be traded. They rank alongside existing shares. At present prices they are worth about £3million.
What is worrying is that there appears to be no restriction on selling them. If this is so they could have a depressing impact on the share price if the company decides to liquidate their holding over the next year or beyond.
I’ve only just started investing here so hope that this doesn’t happen.

Could well be an adverse reaction to the report from Simply Wall st.
It’s rubbish but many will take it as a warning note.

Note the new recruitment
CF mentioned in a recent broadcast St Pancras Clinic. It concentrates on clinical research and seems to have activities similar to hVivo. Based in the Barbican Central London.
Seems ideal for renting/ joint venture/ takeover???
They have an excellent website

Ok. I failed!
I downloaded the presentation instead of viewing it!
Thanks again.

Thanks Bazza. The slides we have seen before. The short videos add a degree of colour.
The questions are very interesting.
But where can we hear the answers?

Another change that emerged last night was a change from 50% gain in SP every six months to 30 to 50%. Percentage increases are getting easier all the time!

Bazzaman’s message. Saturday 9.03 gives the link to a Morningstar list of all the institutions and their holdings. Show’s nicely who has sold.
Sorry I can’t reproduce it here.

BUy before it’s announced!
Doesn’t sound to be immediate but the longer you wait the riskier it becomes.
Afterwards you are back to comparing the share price/ market cap with what you think CF can get for the remaining business.

£500 would appear to be a reasonable valuation for Imutex
I
49%. of this is 245m Divided by 663.86m shares gives us 36.9 pence per share.

Beware. Immediately such a deal was announced the share price would jump by this amount
No more chances to buy at 12p!!,

Thanks Chazzy
That takes a load off my mind! : )
Noel

This appeared in The Times on Saturday -
One-hour Covid test approved for rollout The Times Saturday May 23rd

A test that detects coronavirus in just over an hour without the need for a laboratory has been given regulatory approval to be introduced across Britain. The small swab requires no medical expertise and is minimally invasive. Importantly, it differentiates between an imperfect sample and an absence of the disease, eliminating false negatives.
Unlike the standard Covid-19 test that requires invasive swabbing of the throat and nose, the DnaNudge detects the virus from a small swab of the nostril. This is inserted into a handheld reader that provides results within 75 minutes, eliminating the need to send samples to laboratories to be processed, which can take up to 72 hours. The development team at Imperial College London (ICL) says the test is the first of its kind to have the MHRA’s approval for mass use in hospitals.
The next step is to make it available for people to buy at £40 for home use and for companies to get staff back into offices. They aim to carry out 300,000 tests a month by September and one million a month by the end of the year.

https://www.thetimes.co.uk/article/one-hour-covid-test-approved-for-rollout-56v2gj9f9?

Let's hope there is room for both!