Member Info for Rickylfc5

Amazing that they plan to sell / float Immutex giving OO shareholders up to 30p per share (in the next few months) and we are still only valued at 12p!!

If they had done a Cora with Dugbe and reatained the 51% it would have sat better with Hum shareholders. Its the DB (and Co) taking a chunk that riles many SH. On a side note, they are anticipating a rise in costs at Yanofilla at a time when oil has taken a big plunge in price - seems a little strange!!

I wonder if DB ran his plan past institutional investors (in Hum) prior to the announcement? If not he runs the risk of losing their support

DB is doing this for his own personal interest (he is very selfish - think of the 1p otions) and he is anticipating make big personal profits from this deal!! If there are big profits to be made why can't we keep them within HUM?

What’s the current monthly cash burn?? I am disappointed how overheads seem to be rising at a steady pace keeping EBITDA break even at a distance - will they need to raise again shortly??

HUM should be producing some very good 2019 and current numbers but they often have a habit of not quite meeting expectations - I am a largish holder so I hope I am wrong but management of expectations has been sorely missing in recent announcements

I don’t think the Scottish govt have any choice if Orphan have an exclusive UK deal

I doubt very much we will reach £160m in a single year. The order backlog will be for future revenue over a number of years - I can see them getting up to about £80 with the covid boost making a 3 x valuation equating to about 40p (plus maybe an uplift for the Imutex float)

Is anything Zebbo saying accurate - 10p coming / massive dilution etc etc

If so - should have leased the machine - future revenues would have easily paid the lease costs

Who is selling - not me

TW got this one right and his critique of the rubbish on AIM is invaluable. He doesn’t get everything right (do you? or anybody) but the profit on Orph is easily worth the £6 per month

Why does it take Hum so long to produce full year results. Goliath Companies like BHP produce their final numbers within 2 months of year end and Hum produced Q4 update in mid Jan!!! It’s nearly at the end of the half year and we still are waiting

My thoughts are 30p to 40p for the standard Orph business plus the value of shares in the Flu V spin off.
If they find a partner for the Flu V spin off and got them to invest 50% so that the total number of shares is about 1.1 Billion (thats 50% for existing Orph shareholders and 50% for the partner) then an initial valuation of 10p wouldn't be excessive.
So a total equivalent valuation of 50p plus is possible

bzn1 - Barclays’s share of uk mortgage market is less than 10% - what a clown

I also had a reply from Cathal today - probably the same content

Thanks Sports - maybe if he reads this board we won’t need more pressure?

Anybody got Cathal’s email address?

I want to ask him about his stated intention to manage the legacy large holder to mitigate the dumping of shares

Interesting that the Imutix investment has gone from being a. ‘Lottery win’ chance (according to Cathal in interviews a few weeks back) to they are now Optimistic it can be monetised (according to the latest presentation)

Anybody got CF’s email address? Always worthwhile keeping the pressure on