Member Info for Thompi

Same as you Sammy, I don’t think it will be much before the 30th. The FDA are clearly stretched and after Paul Jourdan’s scathing comments about them I don’t have any expectation of an earlier date.
At least we now have a deadline date. I will buy on any dips in the interim.

Afternoon Dote59. I have written a complaint to HL about the lack of communication from them about the offer.
Like you I am not interested in selling, but it is poor customer service from HL and I would be very p****d off if I had wanted to sell.

I’m not interested in selling but would have been nice to have been given the opportunity via HL. Still no notification from them. When I spoke to them yesterday they said they would look into it, bit late for that.

At least paint actually dries Chab.

Ash, I have shared your frustration at CF’s missed timelines and the SP performance and I am well in the red. Don’t agree, however, that CF is a liar. Orph is a decent business and I’m sticking with it.

Thanks S740 and everyone for the responses.
I have spoken at length to HL who seemed completely ignorant of the offer. I ended up having to read the relevant bit out to them from April 13th’s RNS. Very poor. They apologised and said they would look into it.

I didn’t intend selling, just as well by the looks of it. Very unimpressed with HL because it could have been something really critical to me.

Sorry Si to mention POLB on here, but has anyone had any notification about their shares? I’m with HL and I have heard nothing about the proposal offer for new investors to purchase distribution in specie shares ahead of the end of lock-up period, which incidentally ends tomorrow.

Interesting theory Kaiver & Moni.
I know Imutex was initially funded by the Department of Health and Social Care, but is that funding ongoing?

audioboom.com/posts/8066986-vadim-alexandre-talks-about-tissue-regenix-polarean-s-new-ned

Sorry Moni.

Well done a Si, a much nicer response to Fieldmouse’s question.

Hi Silverfox, thanks for post. We hold very similar views, except you have articulated them much better :)
My only issue is that it feels a rushed timescale and doesn’t give people much time to react, for example if they are away over the school holidays. Although it doesn’t effect me because I intend holding.

Just out of interest, has anyone been notified by HL yet?

I’m not bearish, Moni, like you are regarding POLB’s long term prospects. The results probably need judging IMO after at least a couple of years. It’s very early days at the moment.

I do agree with a post you put on ORPH when you say “...let's hope CF has better plans for any future dividends, or spin offs.…”. I also agree that the spin off hype has undermined OO’s share price and certainly clouded issues.

CF clearly underestimated what was involved hence his massively optimistic original timeline of Xmas 2020. ORPHs a cracking business, it will be good when all the distractions are out of the way.

It’s not just you Trombone, it is weird and Mulder’s motives are definitely not altruistic.

Obviously I would like the SP to be at the 10p IPO price or above, but I still think JS has hit the targets that the company set out and has done a good job in a short timeframe.

Yes the RNS is damage limitation, but I think it’s quite a neat solution and gives some degree of protection to the SP when the lock in expires and a reassurance to existing holders.

I’m holding mine, I view it as a speculative investment, it’s not a big holding in my PF, if it crashes it won’t break the bank, but if it comes good the returns could be very rewarding.

“Hargreaves Lansdown has grown to become a FTSE 100 company, making it one of the largest listed firms in the UK and one of the UK's largest DIY investment platforms.”

I’m with HL too and agree it’s poor ref no bed & isa. They are not the cheapest either. I’m sticking with them because I hold my SIPP with them. I still have an ISA with them but it’s not worth very much - I invested it in NFX!

I hope POLB, ultimately, is a success. I think JS deserves credit for the progress he has made in such a short period. It would have been better, though, if he had bought some shares at the outset. If/when he does buy I think they will be substantially cheaper than the IPO price.
I agree with Moni that the format of the POLB spin out has not gone down well. I originally invested in OO through a broker (Investec) and he says the format is a bit of a compliance/due diligence nightmare. Plus all clients have had to be written to explaining they will be unable to sell their POLB shares and access the proceeds until the lock in expires.

Don’t know what most board members on here will do when the lock in expires, but I’m going to hang onto my shares. I anticipate the SP to dive as a lot of investors divest themselves of shares they don’t want but I personally think JS and the team have done a huge amount in a very short period.
I’m intrigued for the future. Good luck with whatever ever decisions you make.

https://youtu.be/0nJJIpsI9Uo
Hope this link works ok Sergicanos, about 30 minutes into the interview. Just in case it doesn’t it was originally on VOX Markets 10th Feb with Paul Hill - Q&A with Paul Jourdan, CEO of Amati Global Investors. It’s also on YouTube.
ATB

Thanks Sajy.
I listened to the Paul Jourdan interview again last night. Apparently the FDA lose some of their funding if they don’t hit certain targets. Slap a CRL on an application is an easy way of buying more time.