Member Info for Russky

Can we bin takeover talk until xmas? If someone came in now we would not realise fair value. To me fair value with all components commercialised with recurring revenues and strong pipeline across the "ORPH family" is above the £2 easily.

My initial target was 60p end of May. I would be very happy to achieve that and then move again.

I stated this eons ago.

The non-core assets are not monetised in the balance sheet intangible or otherwise.

Taking wearables this will be monetised by way of contracts secured et al. I would therefore, expect the SP to reflect this in some way over the coming 9 to 12 months. This will then be spun out incl NASDAQ listing & we will get shares at value x in that company (I am assuming an announcement around the new year - but who knows). Whatever, OO SP is at the time of the announcement it will adjust back down via the relevant value at the time spin out occurs.

As for the others 3 these will not be monetised on the Balance sheet of OO until the spin off is announced & their requisite values. We will then see an increase in SP (as they are currently not on the books) and then per wearable son spin off/execution date the SP will adjust down.

The key point here is that the SP does not even approach true value & CF is under egging likely potential. When CF 1st stated non-core assets we were at c27p & c175m in market cap. I am assuming now we are starting to see some of this "potential" value reflected in the SP - how much is anyone's guess. The 1st pair could generate c100 to 250m in value but what I feel is that current SP is not near fair value for these 1st two spin offs. Anyway, what the heck do I know.

Yes a loss is expected but that is legacy & Q4 going fwd is cash generating profits.

Apologies in advance with 2 posts you are dragging up an irrelevant negative. Are you looking at some hocus pocus & your interest in release date.

14 Oct 2020 13:16 Price: 26.50 I posted

"So taking c1bn as an avg cap for a 250 company then c x4 to x5 todays price. My gut feel was 85p so feeling comfortable in that respect".

I revised my medium target to c60p+ by end of May. Feeling confident that we will not be far short of that. Remember, that with the upcoming spin offs no values have been attached, so they can not be priced in at the moment. I am purely guessing anywhere from c100 to 250m for the pair.

just gone through

We have been in this pattern for nearly 2 months. Plenty of order filling but sub 3% threshold so no TR1's.

subject to manufacturing capacity. The machine in Nottingham, Volz/other sub-licence's . This is the next update required otherwise fanfare over contracts but subject to delays due insufficient capacity.

I would refer to Regulator post yesterday to clarify what "approval" means here.

Good news anyway

Lets see how long this lasts before being pulled.

All we are seeing is the last shuffling of the decks pre tax yr end. Come next week new ISA money will be invested.

in blocls of 5k to 30k this am. c250k so far.

are & were complete punts & to that end only bought in small amounts. TB & his crew have history the only difference here is that RMS was listed Paraytec is not, so lets think about that one for a minute.

I would bin Teletubbies

I suggest people get some sun before it goes. I topped at just over £1. I am doing again. Remember folks is tax yr end & a lot of shuffling goes on which just adds to the MM's games.

green bin best place

Wolves & teletpathtubbies nil

Topgun more like a jaffa with a post like that. There is no trend whatsoever.

- we are close to tax yr end so people shuffling decks
- the MM have been playing this in a a range for c7 weeks of 80 to 100p.
- this share has been a trading gravy train for them for c6 months
- they will supress the price at this level for as long as they can so they can get you part ways with your shares & continue with the last point.
- go back c3 weeks 4m+ delayed buys above at c90p avg.
- its the AIM 2+2=5

Nothing is going on apart from tax yr end & the MM's unique AIM algorithm that 2+2=5 - yawn.

I don't know what screen you are looking at. They are all down.

Tax yr end so lots of shuffling going on.

The chuffers are always playing games 2+2=5