Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
thinice - in the recent past there have been very regular updates on all sorts of progress e.g. agreeing increasingly large contracts, opening new clinics and screening centres, expansion of all parts of the group, identification and progression of spin-offs etc etc. I imagine the spin-offs are the more complex developments and will take time ... though CF sounds confident of 1 or more to be achieved soon. Together this represents an incredible and diverse amount of work and achievement in a short space of time - outstanding in comparison with virtually all other companies that I am invested in. CF and his teams are energetically delivering on all fronts.
And of course these efforts have contributed to 50% increase in sp since beginning of feb, which is most welcome!
I think we are all looking forward to more of this going forward, and I see no reason for doubt.
Great notes Wally, adding my thanks to all the others.
What an unbelievably brilliant company we are all involved with. Coming days, weeks, months going to be incredibly exciting.
Big thanks to CF and teams. And good luck to all of us!
Professor of Molecular Biophysics at Leeds University
I think that's Professor Smith to you ...
That is a high powered team! I imagine they know exactly where they're going with Imutex.
thanks T123 .... and when it does it will be absolutely BOOM TIME for CNR! GLA - hold on tight ....
they forgot to mention the other $bn asset Disease in Motion!
Really? "Truthfully". What do you think you know? After all the whining this week about timescales? I suggest just take in the spirit it is offered ... and get excited.
Thanks to eskers on Twitter (again!) for spotting this ...
https://www.orphpharma.com/
re-posting this from yesterday eve as relevant for a couple of recent comments, and also given further evidence in this morning's RNS of the company's superb progress....
LI - I've just realised there's something important for buyers in what you keep saying.
I think you're saying that ORPH's strong share price growth (~ 450% in last 12 months, 60% in last 6 months, 30% in last 3 months, 10% in last 1 month) has been slowed by Invesco's selling.
The implication is that when Invesco stop selling stronger share price growth will resume.
I have asked the Invesco fund managers what their intention is. They said 'We don’t comment publicly on anything related to future dealing intentions'. So neither you nor I know what their plan is - whether they are selling the whole lot, whether they will retain a position, or how close to their end goal they are.
They could stop at any time. At which point the strong rise in share price will likely resume (if it has indeed been slowed).
So buyers should get in as soon as they can while the sp is being held around current levels - it could accelerate upwards at any time.
Those like me who are invested in ORPH believe CF will achieve his aim of making it a $1bn company, with the very real possibility of spin-offs to at least the same value. This would mean an sp of multiples of current levels. Within the next year or two.
If you're going to invest now is the time to do it, before Invesco stop selling.
GLA investors!
exceptionally disappointing that CNR is unable to generate sufficient interest to old recent sp gains, despite so much progress and potential. The recent deal with First Majestic was in my opinion a triumph - brilliant by MC. BUT he is also responsible for the company's year-on-year failure around comms, PR and investor relations and its inability to build wider-spread enthusiasm and support for the CNR story. All we get is more of the same, which not surprisingly produces the same result i.e. not much. Needs freshening up.
On a separate matter - toll refining. Surely now Calibre have got the message that even if they want CNR they will not be able to get us for under, say, £2/share. So it shouldn't matter if our sp goes up as a result of a toll refining deal. They may or may not want to snap us up for around that price, but meanwhile, and separately I believe, it makes no sense for them not to toll refine with us and make £10, 20, 30m over the next couple of years ... Come on MC, work your financial, deal-making magic on this one.
GLA
thanks to Radiagreen on AVCT for posting this earlier (apols if shared here before). Could be very helpful for ORPH both as possible source of direct investment as well as indirect investment to our clients and customers ...
https://www.google.co.uk/amp/s/www.bbc.co.uk/news/amp/business-56496888
Abu Dhabi will reportedly invest billions of pounds in British health, tech, green energy and infrastructure as part of a post-Brexit deal.
Mubadala, one of the UAE's most active funds, will pay £800m into life sciences over five years, the Financial Times reported .
It is thought investments in the other three sectors will be of a similar scale.
The exact size of the total investment is not yet clear, the newspaper said.
However, the total deal is expected to be worth up to £5bn, it suggested.
UK investment minister Lord Gerry Grimstone said he was "expecting equal or better opportunities to be found in those sectors".
"We think the future opportunities are very, very sizeable," he added.
... The British government will also invest £200m in life sciences alongside the UAE commitment.
Email arrived a little earlier this eve telling me that Cathal is presenting at the LSE Investor Webinar on Tues 6th April, from 18:00.
Book here: https://us02web.zoom.us/webinar/register/9016164973548/WN_anEDYN4dT9iMKM2_EZRdfA
ORPH current market cap £206m. CF stated aim of £1bn, implies roughly 5x sp increase from here (assuming no dilution). Add to that planned disposal of non core assets, a number of which estimated to be valued in the £hundreds of millions, and 1 which CF says could be worth more than the ORPH parent i.e. a 2nd £1bn company. Here's hoping! GLA
Hmm, who should I listen to, LongInvestments with his single relentless mantra or the editor in chief of master investor - I make no apologies for sharing this again for anyone who missed it at the start of the weekend. A superb outline and endorsement ...
https://masterinvestor.co.uk/equities/open-orphan-my-pick-for-this-years-isa-allowance/
Thanks for sharing the very interesting finds over the weekend re the 2 new companies registered - looks like things are moving ... GLA
yes, very good, concise article and significant vote of confidence from the editor in chief of master investor. ORPH picked out of all the thousands he could have gone for. I'm sure he's on the receiving end of much research including views from within 'industry' e.g. broader pharmaceutical, more niche CROs, wider investment world etc etc... And I'm sure he has influence with and accountability to the master investor membership.
rr - agree it puts a slight drag on in short term, but lots of buys at this level helps set a solid support level too. Meanwhile presents a great opportunity for buyers. Onwards and upwards!
I'm amazed there is still an opportunity to buy at, or even slightly below, the level First Majestic have made their substantial investment in CNR. It's a massive vote of confidence, further risk reduction and a great opportunity right now. Lots of other news expected in coming weeks should help push us to the 60s at least in the short term. GLA
earache / NST - there is an MOGP board. please continue your discussion there if you must and leave this one for ORPH matters. thanks, wg
Fear not fellow investors. First Majestic investment is a mahoosive vote of confidence and adds propulsion to the programme. Great! Leave the worry about day to day sp fluctuations to NS and other expert traders. Eyes on the longer term prize for us, towards which we have just taken a very large step. GLA