Member Info for PeterS23

Overall, I’d say not a good report for the near term share price. I think this stock will only show gentle rise over the next 6 months (unless some of the TP Groups £6m sale proceeds are given over in a special dividend). That said, sales are increasing nicely (last years figures had a large £17m contract which “inflated” that figure) and sales will continue to grow well with the acquisitions made. If I had to pick one stock only for a 5 year investment, this would probably be it. Just not a great one year investment. IMO

Hi Truro, you’re probably correct but I’ve decided to sit it out until results land. A few people here think the results may disappoint and may cause a share price drop. If they’re correct, I’ll buy in after the drop. If they’re incorrect then I’ll buy in and pay the extra based on good results. Either way I’m comfortable as each option has a silver lining, if that makes sense. GLA

Thinking of investing here. Looks like a well run, high margin and focused Company with ‘sticky’ contracts secured with good clients.

Anyone have any indications of what the approximate annual sales figure Is likely to be in the forthcoming RNS/annual accounts?

Goes on to say Boris “warned last week “there may never be a vaccine” but insiders say he did so because the Govt does not want to over promise and underdeliver”

The Chief Medical officer was “very bullish about Astra Zenicas 3rd stage results”

Today’s Times runs a story quoting that Britains chief medical officer has this week briefed he Cabinet and said “it isn’t unrealistic that we could deploy a vaccine soon after Xmas”. Astra Zeneca drug mentioned.

Article in today’s AJ Bells YouInvest online share magazine with headline “Snap up IP Group before it starts selling more assets”.......”risk to reward is very attractive with many investors unaware of the near term positive catalysts”

Hi, I can’t seem to find the market cap for this Company. Would anyone please advise. TIA

Thanks Chelsea7

Hi All, I own shares in SCLP and they are held on Hargreaves Lansdown. Can anyone please advise what I need to do to participate in the Open Offer. Do I need to contact HL? Thanks.

This is the same journalists who tipped Synairgen in the Sunday Times on 29th March 2020. The shares rose 35% the next day from 46p to 62p on the back of this endorsement (though it was a Covid play) Could be a good day tomorrow. IMO

21today - thanks for heads up

Bespoke- who/what are JBER?

TIA

Just counted on Lse share purchase link and 59 purchases show and only one sale!

There’s a lot of share purchasing today and very few sales. Couple of very large delayed purchases from Tuesday too (two purchases for 4.5 million shares each) Yet share price has retreated today? I’ve just bought some more.

Well said Si

I’ve googled and it’s from directors talk (all one word) .net

Hi Gixxer

Open Orphan shares are currently trading at 22p? Are you thinking of another share?

No doubt about it this is a fantastic share to be invested in at present. I think, however, that some of the valuations put on ORPH might be a bit ambitious in that a lot, but not all, of the contracts recently announced are Covid plays, and not likely to be repeated in the medium and long term.

Therefore investors may take the view that short term prospects are fantastic, but medium and long term profitability will not be so spectacular as that in the near future.

That said, we know CF works tirelessly to ensure the facilities are utilised to the maximum and ORPH may well achieve this in the medium and long term from non Covid contracts. The facility was only utilised 20% before Covid, so this is still a big ask. IMO

Hi Sportstrader, my understanding is that ORPH won’t be giving a dividend with respect to Imutex, but rather all existing shareholders will be issued/given new shares in Imutex which will be listed separately on Nasdaq. Therefore if that’s true, ORPH’s share price won’t rally as no Imutex value will be left in there. IMO

CF not CD

Thanks Usain for the reply. If you and the previous poster I referenced earlier are correct, then I think I’m right in my previous assertion that the share price would fall back immediately upon the announcement. Some value will have been stripped from ORPH, and whilst this value is not on the ORPH balance sheet as value, it will have been in the ‘value’ that investors attributed to ORPH when adding up the total value of all its constituent parts. Therefore anyone buying this the day after the 1:1 Imutex entitlement is announced, will surely be buying in the knowledge this value has been stripped from any share purchase (and a very large value) and therefore this will reflect in the price any new investor will pay. Also some shareholders who receive the 1:1 entitlement will sell Imutex or ORPH shares for profit taking, and if they sell some then ORPH’s share price will fall.

I’m absolutely not trying to deramp in advance as I will be keeping all my ORPH shares as I believe the current market value (without Imutex) is cheap and will continue to rise after the Imutex sale. If CD pulls of the Imutex listing for a good value, then his and ORPH's credibility and visibility with investors, both II’s and PI’s, will be greatly enhanced, meaning the shares will kick on again after any temporary blip. All IMO