RE: CF6 Apr 2022 10:34
The truth of the matter is no-one knows where this will go, once the lock in happens. Most people just talking their book.
We know there will be a lot of sellers, but have to remember the recent ORPH sellers' holdings are half of their ORPH size, as 50% of POLB shares were from IPO (someone selling 2% of ORPH, have only 1% of POLB)
I had been buying POLB each month in small amounts and have stopped that strategy before Christmas, but bought the last dip. I have got some dry powder to continue buying after the lock in ends, but as well as not knowing how many will sell, we also don't know how many are likely to buy any drop in SP. Holding long term, so can risk being underwater at the moment, a good amount bought lower would rapidly reduce my average and I firmly believe this Company has a lot to offer, perhaps more so long term than ORPH. I can see ORPH trebling at best, with perhaps one more spin off divi on top, whereas POLB continuing as they are and some success in the development trials could see real multibag potential.
I have considered selling some ORPH to invest more here if the SPs diverge enough....