Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Lobbin - Never heard such a useless, transparent attempt to deramp. Filtered.
https://youtu.be/wPAopzc9X3E
Malaria HCS’s are higher margin and expected to increase, supported by strong evidence of potential geographical spread. Bread and butter contracts for ORPH.
Well said Moniman. Sadly, I’m no longer wasting my time reading this board. It did offer some useful insights and perspectives but is now mostly a swathe of green filtered whinging repetitiveness. My two year old has more patience and complains less than these individuals who clearly aren’t cut out for investing on AIM and don’t understand the fundamentals of a healthy business and what it takes to establish and build a company.
CF has done, and is doing, a remarkable job - the excellent figures speak for themselves. They are clearly glass half empty individuals who will always find something to complain about no matter how good or positive a situation is - what a depressing way to live one’s life.
As any seasoned investor will know, a sp can rise as dramatically as it falls, as ORPH has clearly demonstrated. All that is required with this outstanding company is patience and I suggest those who can’t stand the heat should sell and invest in bonds or a tracker fund.
Thank you FTC for an interesting, relevant and helpful post. One of very few amongst all the whinging, pessimism and negative speculation on here.
Thanks for sharing Si. Very useful.
Above message is a green box so no doubt a load of negative drivel.
Have a great Christmas.
Great article. All there for the taking for DIM.
Fortune favours the patient.
You think a $15m contract is disappointing? There’s just no pleasing some people. The glass half empty types.
He hasn’t made a single promise you fool.
Show us a transcript or interview where he has said “I promise”
Bear - What a load of pointless, delusional twaddle.
Filtered.
I doubt he’d agree at 35-40p. There’s far too much potential to sell at that price. He’d make a lot more by continuing with the strategy of increasing ORPH revenue and profitability, along with the spin off plans. This company is yet to have its day in the sun.
Indeed. Anyone care to speculate on what price per share CF would agree IF there is a takeover approach? And it is a big IF.
PB - if you think the CEO of a company is full of BS and isn’t the right man for the job, it’s time to sell.
Why on earth would anyone invest in a CEO (which ultimately one is doing when one invests in any company) who they think speaks untruths, intentionally misguides investors and thus have little or no faith in?
I watched the interview at the time, along with every other interview CF has given in the past 12 months. And, as per my previous post, no mention of the word “promise”. He has never ‘promised’ anything.
I guess it depends on one’s level of expectation. For me, a £10m contract and 90% of 2022 forecast revenue already in the bag (excl. potential Covid contract revenue) is very satisfactory and far from cause for disappointment.
Not once has CF uttered the word “promise.” No one can control the share price. There are far too many forces in play for one man to have the power to control the share price of any company.
I think you’ll find revenue is flourishing - profit will follow. Too many investors focus on the short term share price and lose sight of the fundamentals of a company.
If a £10m contact RNS isn’t enough for some impatient investors then it’s time for the m to sell.
Thanks FTC. Well worth posting and reminding those who can’t see beyond the current SP.
Great interview. Very insightful and reassuring. Thanks Elric.
BeContrarian - great, insightful message. I completely agree.
One needs to take CF’s previous vocal enthusiasm with a pinch of ‘Irish’ salt and focus on the fundamentals, regardless of casual timelines suggested by an enthusiastic, ambitious and optimistic CEO. I’d much rather be invested in a company run by a energetic, ambitious CEO with significant, personal skin in the game and bags of self-belief, along with confidence in his team, than most of the loss making companies on AIM run by individuals out to make money at the expense of their shareholders.
I also believe in CF and the best is definitely yet to come. I do understand folks bailing out but at this price ORPH is a steal and I’m confident future news flow will attract the attention this healthy company and quality BoD deserves.