Member Info for shandypants2

you don't get from £1m rev to £4m in 12 months without new contracts. GB has assumed a % of those that are in negotiation (some will be warmer than others) will get over the line. Parity deal was signed on same day as 2020 projections so was not included in £4m estimate.

over the last few trading days it has been interesting to see the late trades being reported after 4.30 close. Yesterday was no different. Difficult to tell if buys or sells although the ones at 29.50 are definitely buys which is encouraging.

Definitely a lot going on in the background here - both selling the buying.

Noticed H1 figures excluded £170k Rhinocloud pre acquisition rev and full year includes this number to get to £1m.
H1 was c£350k and so H2 was really only c£480k as the £170k is added on to this to get to £1m.
2019 H2 growth rate not so wonderful when viewed this way. Maybe that's why the share price is reacting as it is.
Very much a 2020 share for me - good foundation has been set but contracts needed ASAP to hit the targets

yep agree - also US market shut today, Martin Luther King day, so maybe tomorrow PM the RNS will get digested in US

great progress with new mining machines - with almost 100% additional capacity added since start of Jan (6,375 recently installed - 13,364 in total) and with BTC prices improving this could be a fantastic H1 for ARB. Potentially £7m to £8m rev for Q1 alone (based on Q3 where BTC price was similar).
For H2 2019 I make it £4m gross profit based on 73% and 53% gross margin. Not sure what admin costs were - probably c£1m plus (were only £600k in H1) so total profit for year 2019 should be over £3m (including £0.94m profit for H1).

nice to see volumes increasing and also the share price.

If new product is going to be sold DTC in Feb (and in all SD stores from March) it clearly needs to be announced soon.
Chatter on ADVFN is that it could be a hair removal cream. If so ticks the lack of innovation box, cross selling opportunities with ST customers and of similar market size to £80m UK market that was previously quoted. Interesting hair removal is also increasing in men too - guessing the Love Island effect.
80% of market seems to be shaving and hair removal cream (Veet etc).
If true and if IDP can introduce a cream(s) that works and doesn't smell awful then it could be a winner.

this is a great company but shares were massively overpriced. The moment the revenue growth slowed this was always going to have a correction. Possibly overdone? Who knows. Still a c£2bn company with revenues of £260m - seems a bit high IMHO.
Main market will always be UK - there is nowhere for it to grow here

yep decent trading update considering recent problems, however, same trend continues - rum up, everything else down.
Marketing is key to grow brands and DIS has little money to compete with the big boys.

Justin Waite has just included POLX as one of his share tips for 2020.

In addition to phase 3 results due any day he highlights the business model's recurring revenues, which is rare for this type of company.
Think early next week could get very interesting for POLX especially if the results drop

Justin Waite has tipped this as one of his shares for 2020.

Didn't say anything we don't already know but does have the ear of the CEO, so his confidence increases mine.
Next week should be interesting if Chinese news drops

late rise sets us up nicely for next week. Not much stock available so if RNS arrives it could get interesting.

Good luck to all LTH

Ask being paid and I can't get a quote for more than 1,000 shares.

Maybe it will be a delayed pop now??

Agreed Shed. RNS on 5/12 - below states drilling would continue until mid Dec (so c10 days after RNS) and then recommence in early Jan - so assume 7th Jan.
Even with odd day lost for packing up/setting up we should be finished about now.
So news should be ASAP

The drilling of hole TOD-025 will continue to mid-December 2019, when the contractors, Sondeos y Perforaciones Industriales del Bierzo SA, are expected to suspend operations for the Christmas period. The drilling of hole TOD-25 is anticipated to recommence in early January 2020, as planned and in line within the Company's drilling schedule, with the drilling of further holes thereafter.

I thought Chinese deal would completely de-risk this and would help gauge ££ of a US commercial deal (I still thin upfront of c$50m min) would see a steady rise to £2 instead we've seen the opposite - despite 2 broker upgrades, both of which exclude any US deal.
Guessing market feels US deal is some way off. I'm less sure - I think this could drop in weeks, certainly no later than end of Q1.
I'm topping up where possible as recent Board purchase gives me added confidence it's a when not if scenario

FDA approval is almost a formality IMHO - it will just take time to get there. Submission Q2 2020 I think so approval not until 2021. Obviously need phase 3 success to be confirmed first.
I'm hoping for this to be next week

yes agree Moni, any HVO shareholder has been ripped off in the short term , however, if the combined company can do well the current valuation could be doubled. HVO has been poorly managed for a few years (did they do a fundraise at over £2 not too long ago ?) - this is not ORPH fault. HVO has been changing it's business plan in the last year or so and I'm convinced there is good news coming

£19m market cap for a company with £5m rev that is barely growing is too high IMHO.

Very disappointing update. Similar field, IMMO similar valuation and growing constantly

Cathal has stated that HVO assets are worth tens of millions alone, and then there is the data side that hasn't been monetised and of course 49% of flu vaccine which could be sold off.
At £15m he can't hide his excitement in interviews.
Happy to hold and enjoy the ride

yes Bazza, but who bought the shares? At 13p they are sitting on 100% profit. Someone must be selling else this would be over 30p

H1 was so poor but we were told H2 weighted and £1m rev target would be met - not only was this a low target it was set by company.
Now we know it's actually £800k - yes an increase on last year but for a c£50m valued company this is poor.

Revenues will grow but I don't think the hockey stick effect will ever be seen.

Great products but need marketing and PR to get this out there - the cholesterol reduction properties should be recommended by every GP around the world yet I suspect no one has heard of it.

No doubt Elrico will tell us we are all wrong as per H1