Member Info for VincentVega

Dug,

It’s highly unlikely that you will obtain the actual email address of the chairman from a cold start for obvious reasons.

The method of your approach can have a greater bearing on how successful you are in at least getting your message through to your target.

I’ve often found the best approach is via an initial phone call explaining that you have some information that you feel would be best addressed to the chairman. You state that you don’t expect the company to give out the chairman’s email, but if they could provide the email address of the chairman’s office like his PA or assistant, then you can send it on to them.

That tends to lower the defensive barriers sometimes.

Whether you get a response from that person via the chairman or even a direct response from the man himself can often be reliant on your message.

Good luck

Both trades are above the bid and the ask so it’s a long.

If it was a short it would be the opposite.

That’s the charge or commission if you like for the CFD provider.

They make their money from the spread and a small percentage of interest.

A rollover is normally a CFD renewal.

A kind of spreadbet but with interest charged.

Love them to be buys but it looks more like a rollover to me.

He posted this earlier today…

Good Afternoon Fellow PFC Shareholders,

I trust you are all keeping well... Based on today's rise the longs I'm sure are... Shorts not so much ;-)

Some positive news Leaked??

Mmmm... We think as much... A share doesn't just randomly jump +23% over a 5 day period for no rhyme or reason...

If possible we would love to hear the thoughts of a few of the long term holders on how they see the next 6 months playing out??

Mary we value your opinion so please let us know your thoughts if you don't mind.

Shorts no doubt you will want to have your say but for the record we are going know where anytime soon so hearing about a capital raise is of no interest to us...

At present the Talisman are divided...

> In my Camp we believe that there is a buyout being negotiated... Our SP Forecast based on our workings where we looked at various different valuation models based on forward earnings & PE ratios of like for like competitors in the market we see fair value at 170p - 200p.

> In Daves Camp they see it playing out as follows:

- News landing shortly on who's been hoovering up all these cheap shares , SP movement forecast+40p

- Shorts panic shortly after, SP movement forecast +50p

- Within the next 2months PFC announce capital safety plan , SP movement forecast +80p

- Gradual incline thereafter based on how Project Pipeline feeds into Debt Reduction , EOY SP Movement +150p

- New Contract Wins will increase these projections

We are very interested to get your thoughts...

PS. for those interested... we are still in the dark on how investigation is proceeding but we have been told it is still under review.

Until next time all...

Onwards and Upwards

It was Talies.

I give up.

Good luck in your shares.

Thank heavens that’s over with.

You’d do better asking your fellow shareholders what they expected.

The comments on here might give you a hint.

Like I said, I’d love for this to succeed for reasons already stated.

It would help if you realised that and weren’t so triggered.

“Nothing unexpected”?

It seems most of your fellow shareholders were expecting a different update last week and what they actually got was…very unexpected.

Me, I’m merely an observer.

@mikey.

I probably fall under the category of new accounts, at least on here anyway.

Whilst this is only my 4th or 5th post on here I stated in my 1st post that I was not a holder and that OBD was on my watchlist, and there it will stay in the short term.

My interest in this share was initially down to its success. (Sp wise)

This interest emanated from the fact that I too am invested in a share that is looking to achieve LDT accreditation in the USA and I wanted to observe the uptake of a disruptive and superior test and validate my investment in another share.

My comments merely reflected the reaction both on here and that of the market in general.

The product is unquestionable, the Management however, isn’t.

It’s easy to see why so many investors were drawn to this company but after the results/webinar, the cold reality of introducing a new, albeit far superior test into the market has highlighted the lack of a pre-planned sales and marketing strategy.

After all of the hubris contained in regulatory news, who would you suggest is at fault for the decline in the sp?

Ps. Not all contrarian views wish a bad outcome for holders on here.

Good luck to you.

Despite JBs egotistical claims that previous fundraisings have been executed at a premium, I think he’ll quickly come to realise after all the “unprecedented demand” hyperbole and a £10m loss, the money men now hold the whip hand.

I can’t believe this man heads the company.

I’m not sure that Ciz will focus on the NHS with just a LDT accreditation. Europe, inc the Uk have different validation requirements to the US.

That’s why they may need to licence it out to a bigger diagnostics company to put it on their platform, according to what AS says in one of his interviews. They would then go through the necessary steps to bring it to market.

He did state that they would work closely with the NHS and Cancer Uk as we move forward.

We’ve got our toe in 2 massive markets, US and China.

Remember, this whole company revolves around licensing out chunks of work to the experts in their field.

23mins in…

https://youtu.be/DDMQXK5wWUc?si=ho4lRexbwwiuLgBk

Your not kidding Dibs. £5.4mpa on wages alone last year. It’s probably gone up since then with the new hires.

Top heavy.

Correction, that’s today.

Yesterdays volume was 1.4m.

I’m seeing 424k traded.

What’s yours saying?

I’ve learned quite a lot over the last few days. I’m not experienced at investing in the medical field so I don’t want anybody to feel as if my questions have a negative slant. They’re just genuine, even if they appear basic or daft to others.

Luckily there are knowledgeable people on here that have patience with the likes of me.

VV

Thanks Brondby

I seem to recall AS in one of his Sunday Roast interviews suggesting that Europe and the UK would require a licensing deal with a big pharma producer to enable them to put out IP on their platform to attain CE and CA (UK) NICE and any other disparate accreditation’s. That of course was before our deal with Techne.

VV

Thanks Brondby and neilin for taking the time to respond. Both of you make sense.

It also covers another thought that I had after watching the webinar and reading the many comments on the OBD board regarding their lack of market uptake/penetration with a small in-house sales force.

There are also comments over there regarding pushback from doctors and influencers due to the lack of full trials data other than a LDT accreditation. Not sure how relevant that is given that the FDA take an overseeing role on LDTs as far as I can ascertain. Time will tell I guess.

Seems they’ve lost total confidence in management and looking at the details, I feel sorry for them.

So pleased AS has taken the licensing route and refuses to RNS fluff.

That said, an update or interview would be most welcomed.lol.

Thanks again.

VV

Source OBD webinar.

I would be interested in the views of the much more savvy in this field amongst you regarding the following proposed legislation changes and how this may affect any need for further more in depth trials in the future.

30 mins 30secs in…

https://youtu.be/bzUOeO-Om3g?si=QbloqAFkVbLtDQZ3

FDA presentation Oct 2023

https://www.fda.gov/media/173457/download?attachment#:~:text=The%20proposed%20rule%20is%20aimed,safety%20and%20effectiveness%20of%20LDTs.&text=The%20proposed%20rule%20seeks%20to,the%20IVD%20is%20a%20laboratory

Tia

VV