Member Info for R00st3R

Just checking to see whether I promised to tug my tail between my legs and walk home in shame if the share price went back into 150 region. There is an element of annoyance similar to that when you get a PCN (penalty charge notice) on your windscreen when it didn't need to happen.
If I had 1m GBP....I would put it all in here but I am slowly wondering whether this SP will even break out after a positive interims....or whether there will be another seller trying really hard to rid themselves of their ONC shares (for whatever mysterious reason).

A war with Russia would be catastrophic and I would hope Nato pulls their act together and stops with the offensive. The last thing anyone needs to worry about if the West escalates this further will be OG shares. I would start digging a hole and bunker up.

I am honestly surprised that Sell outweighed Buy today....time to double down

Fired out of all canons now....Will sit in the bushes again

Give it all the fuel you got. It can only be a matter of weeks before this one goes. The fact that the price is low is almost like a gift to those that are looking at ONC now....

Stripped bare to the bones I stand here wondering what more is needed to move the needle up.

I will give it my final ultimate financial push on the dip next week. Unlocking my full funding capabilities for this unicorn. All I can say is that the bull should have plenty of water......time to go on parade.

News is extraordinarily good and numbers to back it up should follow in appx 1 month with the release of the FY22 interim report.

We are sitting in an Lockheed SR-71 Blackbird (jet) and we are due to take off any second! Let's go!

@Flova28 totally agree with you here. Keeping g it brief. I have a small holding at 19p in ORPH but also no concerns. Business crushing it with deals and have already got 90%of 50mio. of forcastes FY22 revenue. Recent big deals in NA but also ongoing UK government for RSV flu etc. Price targets are in the 40-50p range and I think k slump just due to Cathay over promising in hight of summer time. They need to scale teams and capacity to meet demand but financially doing really well. I think early next year and beyond we will see big recovery in SP. Spin out of POOL big success and will get a holding there too - lots of deals in the pipe. Immutex Imputed big of a struggle but not my concern at this point.
I am running low on disposable fund. Also I don't post on any other boards than ONC. ORPH board is terrible.

Back to ONC

Thank you Adam and Team indeed. The contract series with big Pharma companies is a testament to the quality of service and delivery of the ONC immunoInsights and SeroTag product. I also see the deals with EORTC and previously their research studies at Dana-Farber as so critical in getting further traction, visibility and status.
Super excited about the news and also thank you @Trek as always for providing some much needed context and colour around what it actually mean that is written in some of the reports (from a technical/medical side of things). Helps a layman like me!

On another note whilst I don't anticipate much to have changed in the competitive landscape since early November it does look like more and more businesses are going to try and get in on this market. Is HEMO one to look out for?

Hi Trek,

Thanks for the tip. I have not been using Google financial but rather my investment platforms to create watchlists (IG and HL). Will give Google a try.

To be honest the only Small Caps that I am currently in in this sector are Open Orphan, Destiny Pharma and Oncimmune. Otherwise most other Investments are in Tech, O&G and some others scattered around.

Different markets move differently based on a plethora of reasons e.g. O&G largely driven by Covid news/lockdowns and OPEC+ decisions and some other macro economics whilst tech is hyped up and largely driven by general economic data, supply chain- chip shortage and currently of course decisions the Fed makes. Whilst O&G can go down due to Covid it may be a boost for some tech I.e. in software.

Regardless, you would think that Covid/ Omicron would bode well for the types of services ONC and others provide in the sector. I can only attribute then the drop sector wide to be related to some recent decisions by BoE and Fed to teratively increase interest rates throughout 2022 and beyond and to curb the QE / bond buying. What I am noticing is that due to some uncertainty especially toward end of the year and into the holidays some investors might just want to pull out and wait until next quarter before they put their money down, in the hope there may be more clarity and business certainty.

The world is a mess.....but I suppose my dad would have said the same in the 70s./80s. Seems like stakes are just a bit higher now.

I'll put together a Google watch list. Sounds like I might be missing something in my toolbox.

Thanks.

Well I'd be a fool if I took a left turn. I ought to spend some time with the family and get them silently ready for the good times ahead. Thanks @Gilers1 @buffettt12 ... maybe we salute each other some years in the future in the metaverse and drink some expensive Scotch to celebrate not being a lightweight

I suppose the world decided that its no good to invest right now. What a tragedy. Maybe we are headed for a nuclear engagement with the Eastern powers and I am just the last one that got the memo. In any case. I will be there in 12 months...believe me....(I hope)

I can see how people get frustrated on this market here. There are big investors with lots of shares and it seems like a handful of other traders trying their luck with this great company + no liquidity When it seems like everyone should be buying, with news being fantastic and valuation estimates at 2.7x of what the price is now. The price declines as there is a big seller (seems to always be the case). An honest question here: Are we the Don Quixotes', sitting on a donkey and fighting a windmill?
I keep pumping and pumping but so far the red has only increased in the last 7 months. I would appreciate if anyone had a serious and plausible explanation. Patience is one answer that I am all in on. But I need to understand this better. Is is simples?

Don't worry. Next interims we should be back down at 105p :D (just kidding)

Since I like the idea of a company that saves lives but also in a legitimate way (metaphorically speaking) is a 'printing machine for cash', I just threw a bunch more money at it and bought at what you would think is a killer price of 157p. Now if all stories hold true...this should be a great decision. And as Trek would say "...usual caveats"...although there really shouldn't be many

Thanks - confirms my assumptions. Wonder whether stock will make a move forward soon but hardly possible with 5 trades a day. I am sitting in the bushes, waiting (as per usual)

Small correction UK CPI inflation rate year over year is 4.1% right now.

Does anyone have a take on how the rising inflation particularly in the US (CPI 6.8% at present) and UK (CPI 3.6%) impacts a company like ONC? With such high margins and a product that relies less on material purchase and manufacturing but rather on studies, data and PII. When the Federal Reserve, BoE/ Central Banks raise the interest rates to counter inflation next year it will on one hand make debt more expensive and on the other strengthen certain currencies. I wonder how this will affect ONC and the wider supply chain from a commercial standpoint?!. It would be great if ONC was not too affected due to their high margin immunoinsights business, as well as the current valuation. The stock price is already showing huge upside potential but could hesitancy be a reason for the stalling prices The? The fact that the business has 85% margins means that they have enough room to manouver this macro economic issue. I would love to hear from the group on this topic. Could it be that some investors are currently just hesitant to put their money into high risk, low cap businesses like ONC? I say high risk only because it feels like another quarter /report is needed to prove the upward trend is legit (in numbers).

I am not here to badmouth anyone based on their opinions. But unfortunately Lightweight84 will be proven terribly wrong in the coming 3months. When the interim report comes out.
You will have seen a slowdown in business across many many sectors in the summer FY21. But it was clearly states that there has been tremendous uptick in demand in September. Of course US sales professionals with the required credentials come at a cost but they will carry multi mio. sales targets and with their experience and connection I am sure this product will sell and it will sell hard! The NHS deals will come...you know that NHS moves slow like an Oil tanker but they will eventually but once the commissions sign off. Flood gates will open. There are deals with pharma businesses around the world including. Germany which is arguable one of the more important and strategic markets for ONC.

It surprising that you are hung up on the company running out of cash.....what are you talking about? The company should be profitable in 1-2 years latest. I would recommend you put your money back into ONC right now... all of it!!! ..... or leave the board. No hard feelings but we are about to take off brother.

Just saw that coalfired already posted the same interview with different link. Probably time to get off this chat board ^^ hope you had fun watching me struggle

'vox markets' (all together)