Member Info for skid35

Weird opening on no news.
See how this goes, already have a decent amount of shares at an unhealthy percentage of my portfolio so doubt I will add.

Tracy.
I remember being astounded when you first described this technology, it's use case and market potential.
This opportunity alone should represent a market cap of a multiple of where we are today.
Outside the contributors to the board, who see this as just further confirmation and may add to existing holdings, I must say I don't think this will ripple out to potential new holders unless it hits the leader board with a few clicking through to see what the fuss is about.
When this does blow, it will be big.

Falling.
I think very much still under the radar, just had a bounce when the IC followers step in.
It seems to be failing down the cracks between the healthcare / biotech investment trusts are the more private equity types, with little investor interest. A little surprised as the management team have now established a good track record of investment and return.
Level of discount incredible, in the investment trust world this would assume the company has been deeply mismanaged with little hope of reverse which is clearly not the case.

Cam,
If the company which drum has bought into is not paying for this expertise their minority shareholders are getting a good deal, unless the buying price is knowingly lower because of this.
Drum is a really small cap, with the price of the board of directors they need to rapidly expand for this business model to deliver.

Anon, please read what I have said. It's about the constant, repeated and deliberate misstatement of facts which he fails to correct.
Notably.
1. New heads impacting 2020 profit.
2. A statement of an rns stating the board has forecast profitability in 2021.
3. The meaningless 50% statements.
I have stated wait until the update which then forms the basis to argue whether there is sufficient growth achieved, and promised, to justify what is a very high revenue multiple. Absolutely nothing to do with a love in, and no I am not concerned with this valuable insight providing a brake on the share price.

I would expect you to use facts and then opinion to justify your view on tesla, not just make everything up.

Careful bob, you'll be filtered shortly.

Is there anyway the sensible posters can group together to get Woolworth off the board ? He is not offensive in the normal way, just grinding everyone down day after day after day with his constant drivel.

I think David and the board will want to see they have created a great company with a high market cap and exponential revenue growth before even considering selling.

Uhlf,
Im a half percent plus holder here having adding to my holding on a regular basis - a long term holder and not a trader. So I thing we may disagree on the point on directors supporting a share issue, but agree elsewhere on the running of the company.

Uhlf,
Im a half percent plus holder here having adding to my holding on a regular basis - a long term holder and not a trader. So I thing we may disagree on the point on directors supporting a share issue, but agree elsewhere on the running of the company.

Uhlf
" they didn't have to but they did".
If a company asks shareholders, who at the time had already faced massive losses at that time, to provide additional funds - for the directors not to put money i s pretty unprecedented and would have undermined the equity raise (hence why it is stated as part of the communication).
Agree they all have skin in the game like a lot of people on this board. Hope there is unreleased opportunities preventing buying, unsure of the dealing rules on aim of the concert party rules below.

Uhlf,
Disagree with you statement director buying has been impressive.
These are not open market buys but discounted subscriptions, if they had not subscribed I think the assumption would be the company did not have a future.
Apart from the strange dl buy in the 40's last year, I would have thought there might be some buying especially on the dips.

Bl####y investors chronicle, was hoping to top up today with dividends elsewhere, still undervalued even at this price though

Aquae.
As I said previously I think he is just really, really, really thick or a wind up merchant.
I think just really, really, really thick.
I am a qualified accountant, a commercial finance guy in the software sector - but love hearing from the views of marketing, technology experts which enlighten my perspective.
I am an active follower of about 10 stock board s here on lse. OPTI is unfortunately the only board With a complete buffoon spoiling the conversation, positive and negative views are welcomed but completely uninformed, childish posts which show no understanding of the very basics of business practice are not.
Hoping he will disappear with a good trading update and in the money.

Scott - if you look at the link in jxck note about a week ago investors chronicle have this at 274p, taking cash out the investments at a deep c 67% discount.

Cheers rodders, Hopefully this time next year....

Can we stop this conversation, nothing to do with OPTI.
Go elsewhere to continue it.

Yet again to correct with facts, I know it's boring as many posters have repeatedly corrected.
1. The added staff start in the current year and will not impact 2020, with a slight exception of any search fees.
2. Using the "further 50%" is mathematically meaningless and just plain stupid as it refers to the h1 19 to h120 reduction. It is better just to have the recovery of the h1 20 loss in larger profit in h2 20

Really don't know why this guy has a loyal band of followers, it's just a cult.
Anything he says, so the opposite.

Thanks will take a look.

Anyway, have held GROW for sometime now without adding or selling, just a nice stock to have in the SIPP, wish I had put the money I put into Woodford patient in here as well, love and learn.

Steph,
OCI is also one to look at, a good performance, dividend paying, and at a discount to nav. Has also been recommended by a number of experts in their 2021 investment trust recommended portfolios.
Not as much as a bargain as arix though.