Member Info for unionpacific

Clever folks have spotted the upside here. Any good sentiment sends this over sold dog up big time. CD4 news next and then off we go.......Choooo Choooooo

Really looking forward to tomorrow’s RNS........is it £3m or £4m from CD4 sale.......Chooo Choooo. The train departing from platform 1 - stopping at double your money first......At these prices who wouldn’t - OH yes the burnt fingers squad wouldn’t.....Cho

New share holders will buy in to the recovery of this share which will make the posters on this board who look backwards and constantly discuss share options selling, etc. The only option is to get aligned to the new buy in level of 3.75p. A real opportunity to buy cheap and make some real cash and returns.....Choooo Chooooo

I think June is critical for the CD4 exit and the momentum in the ODX turnaround. I hope they do not *******s this up and sets this H&N growth plam back by a couple for years......and subsequent low share price. I don’t think the CFO will arse this, but the backdrop to buying a business unit is a bit sketchy at the moment......Chooooo Choooo

Cap Swag must one of the most depressing people to be around. It is relentless pessimism from you. Even if ODX moved up in price, you would be delivering the ensuing take of woe that will follow. Take a breath and for once enjoy the challenge of the market, and just stop the dark clouds the whole time......Cho Cho...

£4m cash on the CD4 exit, plus the £2m cash already raised. Invest in H&N and grow the profit. As I have stated before - 8p hit on news of the CD4 £4m exit. Then on up to 12p plus on a well managed, focused and profitable H&N core.......The 3.6p share price in June will be a lost buy in opportunity very, very soon. Easy doubler in the short term.....Choooo Choooo

The CD4 losses removed and H&N growing, absolute no brainier to buy at the sub 4p level. The step change will see 8p hit very quickly as a sale at £3m for CD4 is worth 1/3 of the current market cap. This then infers the H&N business is only worth £6m at the current 4p level......which would be nonsense. Very happy to have bought a chunk at 3.7p.......Choooo Choooo....!

I would suggest PIs align to the BOD and buy at the 4p level........and exit at 12p. The next step is the CD4 disposal and then the re-valuation of the profit making business left - H&N.....Chooo Chooo - BUY BUY BUY before the step change in the CD4 disposal.....

I don’t know if you realise but it is only the BOD that can recover this business........and they certainly aren’t looking backwards......unlike some here who just cannot move on from past issues.......Get on the new train stopping at first station called ‘offloaded the rubbish....’ followed by the next stop at ..’The H&N business has proper potential’........!!!!!! Chooooo Chooooo

Smart cash buying now......before the end of the month..............chooooo. Chooooo

The CFO has a track record to decisive action at Superglass and Indigo. He has already offloaded the Covid Unit, stated that the U.K. government is unlikely to succeed on it’s claim (they may counter sue as well). Raised cash and now will offload the CD4 unit - by month end June. What a transformation in under a year. Well done that man.....keep the good work up. CD4 enterprise value c.£5m under the fair value test. choooo chooooooooooo

When all the clearing out of the rubbish and unsustainable investments concludes with the CD4 sale.......this will move up. My timeline is the end of the month.......choooo Chooooo

For once the board turns on the class bully.......love it.

Totally agree with Freddie. He should be called out on it. Trader Buck I will not filter you - I will simply post that you are a Bully. I imagine. A lot of people on here think the same................Choooo Choooo

CD4 has a book value for ODX, the world of test development is not a cheap one given the approvals needed. Chris Lea would be sacked on the spot if he gave it away as he stated...’ If no buyer found he will close it down......and remove the cash burn..’ So the fair value test will stand up and deliver in my view c.£4m which would replace the failed raise of April. Also CD4 is a different market to H&N - and therefore sticks to the remove the distractions from the core business and profitable unit H&N......Choooo Choooo

£4m for a unique test in this application is nothing in Pharma terms. A turn key test with a set up ready to go. This will shift quite quick, also only genuine buyers get access to the data room, so the 5 to 10 potential bidders are genuine.

All good .....‘mind the step...’ Choooo. Chooooo

Fair value test........Do your homework.

This share price will move forward when:
1. Sale agreed for CD4 at a minimum £4m.
2. No cash burn of £300K/ month going forward.
3. Investment cash in to US to scale up H&N
4. Enterprise value on 10x EBITDA = £4m x 10 @ &40m
5. Online offer to accelerate as me up in US

On the above and a timeline for the above, CD4 sale agreed but not concluded in early June. Re-valuation at half year interminable in Sept 22.
Chooooo Chooooo

H&N in 2 years time could be £40m. This is based on EBITDA of c. £4m on £17m revenue. 10 x EBITDA - £40m. This would equate to c.20p per share.

begins and absolute clarity on the future H&N prospects. Happy to have equity in this business all things considered. Starting to rate the CFO, I liked the c.£6.9m already invested in CD4, CFO will extract a good chunk of that from the between 5 and 10 interested parties. If they realise c.£5m from CD4, that adds to the investment case in the US H&N potential......Choooo Choooo