Member Info for Orange33

Looks good here, seller overhang must be done as moving up on small buys, generally a fast mover with low liquduity and did a 100% move from 1p placing several weeks ago

It's interesting as it's in a much better place than it was at 1p levels

The big hitter with his contacts and track record is literally the missing piece here.....imagine having all those contacts in place vs companies who need the begging bowl every few months to keep the lights on

not to mention, fully funded, in the right untapped mental health industry and at a peanuts mcap

genuinely would not be surprised to see a 3 digit mcap in the next few years

All IMO DYOR

I wouldn’t worry about investace, bottom feeder and goes around every board with nonsense

The update is good and shows the continuation in recovery, market knows the recovery won’t be done until 2025 but in line is good enough for me

Indeed, the foothole is literally a small extension, flow rates wouldn’t even be ready another few weeks yet

If anchois gets producing then future exploration of the 14 tcf or whatever it is becomes funded and unlockrd, the real upside is actually a multibillion company if not taken out before then, expect some serious broker upgrades if we flow

All with a bit of risk of course

All IMO

Hear it all the time but at these levels this must be the biggest risk reward I’ve seen in 10 years for a short timeframe

It’s priced as if there’s 0 gas at the moment, but they have the 650 odd confirmed BCF, and then the foothole caused a drop as if the whole project was a duster. Was already well undervalued at the recent placing price

Been a while since I’ve seen a 10x + opp vs probably 20% downside, worse case they just sell the thing, literally a free shot on goal

Broker only sliced from 43 to 40p iirc and Morocco are desperate

I suspect we head back to at least low 20s after this campaign, awaiting FID for the next big move - and if the other areas of the license come through then the broker target will be a raindrop

All IMO

And it's obvious, because if the the upside isn't there, then just take CHAR's share to cover for it

They know Morocco need it.

Then again, if the rest of it comes through, then straight to 40p or whatever it is

All IMO

Ultimately it comes down to the flow rates rather than upside, if commercial then its a storm in the teacup, ie no use having 1tcf if flows arent great

Im not sure where the 200m column came from, but if that's the case then expect a strong bounce next week

However the actions to me suggest enog want to pin it down and eventually make an un-refusable 'recommended' offer of 15p or so, but take all the 40p+ upside, which would be painful

All IMO

Still a while to go then 15 weeks….

Probably need funds again by then

All IMO

Yeah just test the quotes and look at spread, they have no stock, can see this potentially squeezing to 5-7p?

All IMO dyor

Just need to see where MM's opened at 2.80p, would've expected a bounce to 5p or so

All IMO

Could be how Lombard are hoovering up ?

PSE sales wont be immediate, the release last winter was actually known news if you read the results earlier in the year, but somehow managed a 500% rampage and £xxxx sales imminent,

I've seen some repetitive posters saying 'funding soon' or poor sales = death:

If you had any commercial sense in the biotech world, then its usually a few years of slow progress and then sudden rapid uptake, not 'a test released less than a year ago so why is the whole world not buying'

Secondly, the half year results says funding needed in Q1 - but who says it'll be at this price or lower?

There are multiple near term catalysts (some that may even prevent the need of funding ie CRC/SCB/CIRRP), that should boost the SP if they come through, not to mention left field news ie partnerships/hospital uptakes on the PSE or EpiSwitch platform in whole

I've been around for several years watching OBD and the pattern seems to be drifting SP and fear leads to good news, optimism and fast moving SP/bullishness leads to overhyped situations

The risk reward is at these levels, so see how it plays out over the next few months

DYOR, all in my opinion

Product pipeline

The Company is just over three years into a process of commercialising over a decade of research and development since its spin out from the University of Oxford. In that time, the Company has developed both the world's largest 3D genomics knowledgebase (containing hundreds of millions of datapoints relating to over 30 diseases) and a deep pipeline of deployable blood tests that could be applied to clinical testing in diverse indications with large addressable markets.

Two of the programs in the Company's pipeline are now ready to deploy. These tests are EpiSwitch® NST, a screening blood test for colorectal/bowel cancer and EpiSwitch® SCB, a multi-profile whole-genome cancer test for dogs.

EpiSwitch® NST addresses a large market opportunity for a blood test for colorectal cancer: there are 100 million people over the age of 40 in the US who are recommended to be screened regularly for this disease. EpiSwitch® NST detects the presence of polyps in the colon (which can be precursors to cancer) with an accuracy of 83%, almost double the accuracy of the market-leading screening test in detecting large precancerous polyps. In addition, the Company's test has 96% sensitivity, 90% specificity and is 93% accurate in determining the presence or absence of stage 1 or stage 2 cancer.

The Company expects that early monetisation and commercialisation of each of these two programs is more likely to occur with, and would benefit from, the involvement of a partner organisation with significant presence in the relevant market. To this end, confidential discussions with third parties commenced in early 2024 to explore possible options for these two most advanced pipeline assets. As well as expediting the launch and availability of these high-performing tests, this approach could potentially lead to significant non-dilutive funding for the Company.

See last sentence, CRC is why I’m here - news due as discussions were early in the year

I’ve always had in my mind the episwitch platform is worth a few billion

All IMO dyor

It's nothing new here, drifting share prices only to be hit with big pieces of news out of the blue, Lombard and the 9p options/placing give me comfort

Only takes a good TU, CIRRP or CRC update to catch another storm, cash is ok until early next year

All IMO

It’s the same issue at AGL and many other bios, the platform is incredible - the numerous raises and the premium one a few years back are testament to that, slightly lower risk as the route to market is more conventional and the data is proven

But the groundwork’s are being laid, and you usually need several months to a year to see its effect, I’m happy with the partnerships and what not - anyway I’ve seen the story ( actually held some at £1 believe it or not), this has always had billion £ potential, so would not be surprised to see it snapped up over the next few years

All IMO

Just took some at 5.75, thats a buy but printed red

looks bottomed out here,

placing at 9p,

Lombard adding a few weeks back

Options at 9p

CIRRP imminent (but not priced in eitherway)

Looking forward to hearing on PSE updates, but NST partnership/licensing was the main reason I bought in - game changing product there especially as CRC on the rise

Probably the 'cheapest' it's ever been considering progress

DYOR etc

Don't think the market has caught on here,

An RTO into a bank of a billionaire would easily generate 20m-30m mcap,

You'd bet he'll make it happen too

'return some value to shareholders'

Not that it means much to those holding at 80p+, but maybe it can return there in several years

All in my opinion, DYOR

NT to buy at £100m+ mcap, never seen anything like it - looks like the funds are holding tight

Im thinking POG will tag 3k towards end or early next year, incredible metrics here

DYOR etc

NT to buy .... expected 30s this morning but there must've been a seller

Quite confident this hits the £s if it flows

All IMO dyor

9m on a highly conservative 10x (for risk) is 90m

So at least 5x from here, excluding the rest of the stuff, green labour etc recent director buys and recent profits

Still quiet too and charts suggest a massive breakout if 3 crosses

All IMO