Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Interested in views on Lloy exposure to property liabilities. Multi-indicators of a strong downturn in these spaces. Considering how Lloy may fair in comparison to competitors. All views welcome.
lol this thread has aged well so far. Over ambitious promotion followed by extreme cynicism from the LTHs. Truth is probably somewhere in the middle. Not invested, but watching LBE after tipping into 52w low. BOD might be coming out of the woodwork soon.
Thank you for your thoughts. Any view on Martin Gouldstone's performance at SENS? I.E is he culpable for the demise (at all) or was his involvement more scientific expertise, rather than management behaviours / errors?
Hello,
Not an investor, but I recently came across the company's name in anothe forum and began to research it. I wonder if anyone on here would be kind enough to give a short history of the company and it's SP. I can see SENS was flying high a year or so ago at 155p a share, and seems to have plummeted off the edge of a cliff. Would be greatful for any background you could offer
lol just to clarify for JBs benefit my involvement (in and out) of OO pre-dates that post, and while I have not made much of a profit here, I'm not sat on a 60% loss even if that suits his narrative. Very disappointed to not be maintaining my involvement and seeing this fly today, but equally JB you're a classic downer with very little to add to any reasoned debate. I've sent the company my thoughts, and wish everyone good luck. Bye
I've exited today. Personal reasons, couldn't afford to take any further risk on this falling. Maybe it'll come good, maybe it won't - but the silence and lack of rebuff from CF in light of price decline was the trigger for me. Good luck to everyone who sticks this one out, you may well prove me wrong
I'd advise you all to take a look at UCLs recruitment webpage for a clue on where this is going :)
2 x Computational data analysts for 'Covid-19 Human Challenge study data' . UCL being central to the UK gov Human Challenge Programme. It's there in black and white for those who want to see it.
Elrico - any sense from your dealings with CF of when we might be receiving Orph news and/or subsequent presentations and interviews?
Let's see if it's sustained. Suspect some 'buys' were in fact sells today, and I imagine we will touch down below 21 again before any rise - but that's just my opinion. Could be something on the cards if this is sustained.
Agree with comments from Friday. With a large non-cov contract about to drop and Ph1 of the characterisation complete - the trajectory is nailed on with Orph. I also have a sneaky suspicion that having been caught on the back foot with past results being misunderstood in the market that CF will have ensured there is clarity over this set, and I also think he will have (if possible) aimed to have further RNS's lined up for later in the week / next to catch out anyone who mistakenly plays this down / bails at the wrong time. Just a hunch based on a comment he made in passing on Friday.
Quite, the point is you've made fairly assumptions on the £12.5m gov apportionment, and you've assumed contract value / date won = amount paid in H1 - this is not the case. SOME of those fees will have been realised in H1, not the total contract values as most here have noted. Again, I would LOVE to hit your estimates - but to expect them is to put it mildly bold. I remain upbeat at a more modest level then your own expectations.
lol nice try guys haha - some serious deramping attempts here. Post a figure, then decry when that figure isn't met (because it was a ridiculous figure haha). To EXPECT 30-35 in H1 is ludicrous. If it happens - AMAZING, but that quite clearly isn't an honest and valid expectation. Anything above £20m would be a solid indication that we're on track for the full year profitability echoed by Cathal Friel. I'm anticipating 20-25, but hey if we hit your lofty 30-35 knowing H2 will be a bigger order book then thumbs up - just don't expect it and then come up with some nonsense in a weeks time that all is lost if it isn't met.
Agreed, and in combination with that - if EBITDA profitable is delivered on in the accounts for H1 2021 on Monday then I will be taking that as a very strong buy signal, knowing what H2 holds for Orph.
£8.1m...........for Asthma.....! Unprecedented in the sector. Note also that *some* of this fee will be realised in 2021 (H2), adding to the ALREADY confirmed by CF profitability for year end. This also gives lee-way for any investor who can't handle EBITDA profitable in H1, i.e the full year is now nailed on for firm profitability. This is BEFORE the inevitable smaller contracts that will trickly through in the remainder of H2 e.g a small fee from POLB for a challenge study
Agreed, and I'd like to see OO in a position to confirm when that will be. I've not seen/heard any indication on timelines for that? The one item I have noticed which was discussed previously elsewhere is the minutes from SAGE confirming a publication is in the offing from the initial HCS. I am itching to find out where and when that publication is to be released, and logically I would hope it to be in August given the initial cohorts completed in June. FTC is right - the trajectory of OO has only improved in 2021, but the UK gov hold ups (even if we're being paid for the extension handsomely, which is great) are contributing to frustrations
https://www.uantwerpen.be/en/research-groups/centre-for-evaluation-vaccination/vaccine-information/news/ 'we are aiming for industry to be able to make use of the facility' . Only a matter of time IMHO until either A) OO announce use the Antwerp facility on a contract basis or B) a more formal / concrete arrangement between OO and SGS emerges.
Remember Cathal made it known he was in Antwerp in July, and he said in his recent presentation there would be news there in the future.
Those who translated this link will notice the reference to 'private partners will contribute' to the CHIM studies...!
Path seems clear from here. Coupled with recruitment at Imperial, is Hvivo's own recent advertisements and some related ads at Wellcome (thanks to another poster for this info).
Notice too that this role includes 'recruiting' of volunteers. Volunteers for the Characterisation study AND extension are already recruited. Therefore, this has to be recruitment for trials not yet off and running, ergo the much awaited Covid challenge programme! Fantastic news.
I agree with S740 - seemed crystal clear that OO will be leading that item going forward and the ONLY way to do that is to be a majority shareholder. There are two ways that could happen. A) OO buys 2% or more from ConserV or B) a third party / investor buys 2% or more from ConserV. B) is unlikely. A) seems perfectly plausible given CF made it clear we are in the market for small acquisitions and we've cash to hand. Adding a 2% + stake doesn't just increase OO share, it increases the value to OO shareholders in the eventual spin off. For me it's a question of how big a stake OO buy.
2.5 weeks in.............