Member Info for SPENCER1471

All CRL issues have been resolved. This latest problem is to do with Linde following a site inspection by the FDA approval 6 weeks prior to the 30th September deadline. Seems to me that Linde need to supply the FDA with some additional information and all should be sorted within the next 3 months. If it was anything major POLX would have got another CRL so hopefully just paperwork etc that needs to be sent to FDA hence the 3 months extension.

Another circa 6 weeks yet until FDA approval. Expecting a pull back here and there as nothing goes up in a straight line but would be disappointing if this doesn't reach 80p by end of September.

The standard for the sector is 3.4 x yearly revenues therefore £50 million revenue for FY22 gives a market cap of £170 million not including cash in the bank. Current market cap £107 million.

There is also DIM spin off, which listening to background noise an announcement shouldn't be far away. Then there is Imutex and Prep as well to hand value back to shareholders.

Hi ShareInvestment. Is Shishir targeting a £1 billion or a $1 billion market cap? Thanks.

It's interesting how when ORPH has a good day in the market there is silence on this board but when not the moaners return. You do know people can see your posting history and quickly flicking back through a few of the moaners history shows you were all mostly nice and polite when first bought in but you have now become all rude and nasty, which is a shame. You therefore have unfortunately sold out a loss and are dissing CF and the company to make you feel better and/or trying to deramp to try and prevent the share price increasing or you are so underwater you are just plain angry and attempting to offload your frustration. The only person you have to blame is yourself. Rule number 1 only invest what you can afford to lose. All far too emotionally involved and need to have a good look in the mirror and ask yourself is this really you. Life is too short. Learn from the lesson, move on and be happy again as ranting 24/7 on here isn't going to help you one bit.

I asked the CFO at the investor evening the other month about the fighting in Mozambique and TGR have no concerns about it what so ever. They advised it's not near their mines either.

Yes but if you have done your research you will know the forecasted 2022 revenue of £50 million will be exceeded. This forecast doesn't include for any COVID challenge study work and this type of work will take place next year. The forecast also doesn't include for ORPH's revenue out of DIM as it looks like ORPH will keep 20% of DIM in house. The company then also has Prep (deal close), DIM spin off (Q2 2022 IMO) and Imutex (news will land from left field at some point and catch people out IMO).

Keep bashing the stock though because as they say, you don't bash a bad stock plus as you keep bashing today the share price keeps increasing :-)

TGR fully funded until end of 2022 as per the recent results RNS.

The company has cash until end of 2022 as advised at the recent investor evening and results RNS.

Mr Poddar bought in at IPO. They overlooked this because turned out the acquisition of their other company had to therefore be delayed. That's why he didn't take part in the recent placing at 90p. If he had the acquisition would have been delayed again. This was all advised at the recent investor evening.

The company have enough cash to progress their strategic plan until the end of 2022.
This was advised in their recent results RNS.

Deepjoy, you forgot to mention you weren't part of the share price rise up into the 40p zone because you sold out in the low 20p area. Around about this price probably. You made some good money (2-3 times initial stake?) early doors in ORPH but got your fingers burned a couple of times with buying back in and selling out a short time later at a loss albeit still nicely in profit from the early days.

I see it is as a good sign that ex shareholders like yourself have returned as shows we can't be far off the bottom now. I believe you have returned because you have FOMO and you are convincing yourself and others by the looks of it that they shouldn't be invested in ORPH.

I've been a shareholder for nearly 2 years now and I am more confident of the medium to long term of the business than I have ever been after meeting and discussing the company with Cathal in person and also listening to him and Leo the other day on their presentation evening.

The company has another 3 non core assets to spin off over the next few months or so and the core business will continue to grow in 2022 not even including the COVID-19 Contracts. These will be signed in due course (it's not what you know but who you know) and when they do 2022 revenue could well be 100% more than 2021. The company will merge with another CRO on NASDAQ sometime in 2022 and within a year it's believed the share price will be valued circa 3 times more than it would if being just on AIM as that market values companies a lot higher.

You have far too much passion for ORPH considering you aren't a shareholder and you are now very much embarrassing yourself. It's quite funny though to see you have written nearly 40 posts on the board in the last day and a bit. You have it bad.................... Please for the sake of your own health take a break or just buy back in. It's not healthy to be so obsessed with an ex company you were invested in. Hopefully you aren't like this with your ex partners otherwise you would have been arrested by now.

Just can't keep away.

He's in, he's out, he's in, he's out, he's in, he's out. He will be in again and then he will be out again lol.

Hi All. I don't post much anymore on here but been a ORPH shareholder since January 2020. I attended the Leicester event last Friday evening and took a lot of notes whilst Cathal presented and also managed to have 5 minutes of his time during a break. I see some posts on non core assets and from what I gleaned from last Friday evening was that all the non core assets will definitely be done whether they take 2 months or 6 months to complete. The words were months definitely not years. IMO, Prep will soon be sorted and will be spun off into a NASDAQ spac. DIM will be a round Christmas time and Imutex there are some very interesting developments being made behind the scenes with the US Government taking an interest into potentially funding some of it if it was spun off into another vehicle via DARPA and VARDA. As a long term holder I have no concerns about the remaining spin offs being done and IMO Cathal and the team will do what's best for shareholders even if it takes slightly longer than first imagined.

POLX broker said 125p BEFORE FDA approval. This stock looks primed for a re-rate once the general market picks up with increased volume over the next couple of weeks.

For people on Twitter, check out POLX on there under Justin Waite's POLX thread from this morning. Somebody has posted because they have found a recruitment agency is looking for a Capital Equipment Sales Managers and Pulmonary Sales Managers to promote the companies product to academic centres across the US. Great to see the company looking to recruit sales personnel in advance of FDA approval.

Just ignore the dirty traders. Everybody knows most of them lose money and the only way to make substantial wealth is long term investments.

You need a buyer to have a seller though therefore somebody or some people are happy to take the shares off them. Share price also stable, which is a good sign.

Trader 3 posted his very in depth research early this morning on the Telegram group, which he very kindly compiled over the weekend. All the pieces of the puzzle put together and a very interesting read indeed.