Member Info for PeterS23

The CEO said at a recent presentation made in October in Manchester that the Company would not be updating the market on sales figures for a few months after launch as it would be easy to misguide the market without waiting for meaningful numbers to crunched. Therefore not having sales information in today’s RNS is 100% expected, and is totally consistent with his previous comments. GLA

The trades from today (just two so far) and yesterday show much more buying than selling in terms of value (eg there are four trades listed at above £10k and they are all buys totalling circa 64k) yet the share price drifts down or remains stagnant. Strange to say the least. GLA

Thanks Gallmat. I’m just in the middle of looking through some of them. I’m particularly interested in the ones who’s share price as yet hasn’t rallied much recently. I’m surmising the best value lies in in investing in these maybe. When completed this exercise I’ll let you know. GLA

Good news indeed. I subscribe to Stockopedia and LIT appears on their ‘Neglected Shares’ screen based upon an investment strategy devised by two USA professors of finance who wrote a book about this in the 70’s. Basically it’s about finding “under-researched and undervalued” stocks. Their five years of research into this between 1972 and 1976 showed these shares easily outperformed well researched stocks. The Stockopedia list has just 40 names on it and LIT is one. I’ve topped up today before the words get out. DYOR & GLA

Good post Concentrate. Totally agree. GLA

Good article. Not sure if posted already.

https://martinflitton1.wixsite.com/privatepunter/post/blackbird-flying-high-08-09-21

Auctus Advisors have today published a report giving CEG a target valuation of 7.5p?

No I’m Sparticus

Spot on again Wally. Many thanks . GLA

I’m invested here and would be interested to see a detailed list of all the current cases that LIT are currently funding through the Courts. Does this list exist anywhere? If not, does anyone know if ALL the cases have been RNS’d in the past? Any help much appreciated. TIA

Had a little dabble here yesterday on the back of a share prophets article. Will I qualify for the recently announced dividend or have I missed that boat? TIA

Had a little dabble here today on the back of a share prophets article. Will I qualify for the recently announced dividend or have I missed that boat? TIA

TW on share-prophets says he has spoke to management and “they will be launching a brand new website within next 2 weeks”. GLA

Correction to earlier post; penultimate paragraph should have read:

So ORPH’s core business, EXCLUDING any value for Poolbeg and other non core assets, could/should be valued at circa 86% above where we are today. i.e.a £331m market cap equating to £0.49p per share.

GLA

Amidst all the current uncertainty, it’s worth reminding everyone where the market valuation of ORPH sits today.

Stockopedia today has ORPH’s market cap at £178m. It details financial information taken from Broker notes, e.g. Arden.

It details its projected turnover for 2022 at £64.7m and its net profit for 2022 is expected to be £12.6m.

At £12.6m net profit, this £178m valuation equates to a P/E ration of 15.5, based on today’s market cap.

The P/E ratio for the ‘Bio & Medical Research’ sector as a whole is currently listed as 28.9.

So ORPH’s core business, EXCLUDING any value for Poolbeg and other non core assets, could/should be valued at circa 86% above where we are today. i.e.a £364m market cap equating to £0.54p per share.

The recent falls look way overdone and the first bit of good news will likely push this back to £0.30p and above very quickly.

DYOR & GLA

CF was an ex trader and knows better than anybody what drives a share price, up and down.

No news or little news and the price of an AIM stock will drift down.

Bad news (and the annual accounts were disappointing, particularly in the light of “pleasantly surprised”) and the price will fall quite sharply.

General uncertainty on the investment case will also have a negative effect, and I think Poolbeg, et al, whilst welcome, has created some uncertainly around the general ORPH investment story particularly to new investors.

Why did CF declare a few months ago that he would be reigning in his investor presentations? These were numerous, and regular posters here know these ALWAYS drove the share price upward. CF knows all this, and knows the opposite will likely occur if he reigns them in significantly.

CF has declared he wants to buy more ORPH stock in the near future.

GLA

Excellent RNS. Trying to top up but can’t on AJ Bell. Looks like the market likes this news. GLA

I pay an annual subscription charge to ‘Aim Investor’. They have today produced a report comparing Eqtec to Powerhouse Eenergy. They conclude ;

“While both companies are likely to play a pivotal role in our carbon-neutral future, EQTEC come out on top in almost every department...
EQTEC’s technology has very low emissions and can be implemented across a broad spectrum of waste projects. Most significantly, EQTEC have made real progress in commercialising their offering and global sales are projected to grow at an exponential rate during the next three years – taking their bottom line into the black.
The shares are currently lacking a technical catalyst but, for the patient investor, EQTEC looks like a great way to play the renewable energy boom”

Wally, I too missed last nights presentation so once again many thanks for the time and effort you’ve put into your summary. Cheers. GLA

Personally not impressed with these figures but at least Finncap have issued a new note with an upgraded target price of 47p. Arden issued one too stating “buy”. GLA