We would love to hear your thoughts about our site and services, please take our survey here.
It's his resignation announcement
PH was a bit clumsy and wasted a good opportunity.
He’s obviously keen and quite passionate about the business but infuriated me with his continual interruptions. I was so keen each time to hear the end of what AL was saying. On the whole a pretty pointless video.
From what I did hear, I feel no different than I did yesterday, nothing new. Still a spectacular business that I’m beginning to realise a lot of people still don’t totally get.
Managed to buy some in the ridiculous drop today. Made no sense at all.
And Jdt, it will be good to get a sense of what the cash in and cash in the pipeline is from. If it represents certain types of recurring growing revenues it could be multipled X 20 +.
It could all add up significantly and further support a very strong underlying valuation, just for starters.
I get the feeling that we may be underestimating tomorrow’s Vox topic, assuming it will just be covering licensing revenues. I’m keen to get a sense of the current and forecast guesstimates in the list of some of of our 34 businesses!
The number could be quite surprising and potentially provide further big, reliable and rock solid numbers to further boost market appetite for the stock. It could also help provide the all important multiples aside from the explosive ones in hand.
We might find we’ll be hitting the underlying magic numbers a lot sooner than we think, on just the ‘bread and butter stuff’.
I agree with you Rebecca B. If I knew that my options are going to be worth a fortune, I’d want to exercise them now and have the comfort of having them in my mitts. Option doesn’t kind of feel quite the same bird in hand.
It's gonna make them a whole bunch more wealthy soon X 200!
Well in Happy F
Quite glad it’s quieter with Cheltenham on today.
“Supposing a tree fell down, Pooh, when we were underneath it?'
'Supposing it didn't,' said Pooh after careful thought.
Piglet was comforted by this.”
? A.A. Milne
could have sent virtually the same this morning and avoided a miserable day for his punters.
always better to wait a bit longer and get it right, no exceptions. Sounds like there's likely to be something interesting to share with us.
Not sure to be honest, I've lost track of who is doing what and how many. Just been focused on the big things on our warpath.
I guess ODX board was getting uncomfortable doing more of the 'heavy lifting' investment without some commitment in writing in return. Was lots of upfront for them on a promise otherwise
yes, they are. I couldn't stay there very long, felt a bit weird.
Badly handled by their CEO. You'd think he'd have run his release by someone before sending it out. Quite perplexing
Shoddy reporting "Avacta 176"
Looks like the ODX board are a bit miffed with their CEO. Imagine they're pretty frustrated being down on a day like today.
Good post and truer view of the opportunity. One thing I disagree with is the timeframe. 10 years is an age, I think it would scale up more quickly with the vast weight of cash supporting growth.
By whom? :)
Each to their own. I'd not want to risk a red cent of what I hold, it's so precious. Unlike some on Twitter, who have been triumphantly sharing with us that they have their 'trading pot' and their 'long-term pot', to help create their self-fulfilling prophecies. Not sure we really want to know about their daily ups and downs.
GLA, whatever your plans
How wonderful logging on to see such joy each morning. I need to go out and buy a bigger white board to draw out all of Energy’s 34 pipeline projects. I’d best leave space for more that we’ve not been told about.
Great to see this starting to become a reality.
“It is not even the beginning of the end. But it is, perhaps, the end of the beginning." – Winston Churchill.
Well done all.
It’s frightening to think what they could do with this lot once they’re twice the size and with a lot more cash in the bank. So much of this goodness based on great IP and some quality thinking at the early stages of the business.