Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
A-M - hope you're able to take this opportunity today
bladey - agreed, AW has regularly stated his very strong commitment to shareholders (not surprising since he is a major one!) and has delivered on everything to date. Lots of newsflow to come. Fortunate opportunity now for anyone who has held a bit of cash back or who can free some up from elsewhere to get in before next leg up. GLA
Got the spin-outs to come, then potential buyout likely to be at least 50p IMHO, poss all in '22
Jb - relentlessly negative, transparent agenda
Bladey - great minds ...!
Is today a 'I wouldn't want to be out over the weekend' day? Could be a Sunday Roast interview and / or RNS 1st thing Monday with production update, progress on other plant, and maybe other significant news ... I do hope do. GLA
Got a few more under 33p. Thank you sellers
thanks Si, IMO it doesn't really matter what the sp is now, it simply means ORPH has a lower market cap at the moment. So what?! (Though I appreciate that while sp is comparatively low it has adverse effect on sentiment in the market.) It doesn't need to borrow or raise funds to progress the things I mentioned - and anyway it's cash-generating now. Some people may trade it to get the odd 10% gain here and there and mm's will move the price to try and create a market, but I think investors are here for the significant events I mentioned, and if they can double, treble or more their investment when they materialise then they (including me) will be happy.
* when I say essential for R&D I mean where human challenge trials are being used ...
Moz - for starters: core ORPH already has numerous contracts in place for next year and I am confident will add more. Many of these are repeat business from big pharma partners. Core ORPH is a world leader in some areas. We have world-leading experts working for us and unique products e.g. CHIM agents which are essential for research and development in pathology, immunology, vaccines etc. ORPH has specialist facilities which are in demand. Many areas ORPH is involved with now and potentially in the future are bubbling to the top of healthcare priorities globally. This and much more will be highly valuable to the right partner. I am confident a huge amount of time and effort is going into planning the remaining spin-offs. Its taking longer than we or the company anticipated, but I'd rather we get it right even if it takes time. The spin-outs are in key, high profile areas and I would expect there will be a great deal of interest in them, and that part of the planning now is to ensure they emerge with momentum. I hope others agree (I can think of 1 or 2 who might not!)
If ever there was a share to hang on to and not sell too soon (and regret for ever!) BEN must be it. Many saying £1 min nailed on, and in not too distant future. GLA
by mid 2022 spin offs will be done (we'll all part-own) and core ORPH will be sold / merged / on NASDAQ valued at at least 50p per share
**** off JB you prize ****. This is another success delivered by ORPH's core business, it will have a big impact for their major pharma client and they have every right to be proud of it and announce it.
good that the wider pharma industry knows which big companies are doing human challenge trials and that they are deriving significant benefits. this is significant info.
Great progress. Profitable production is the holy grail for AIM miners, and for so many seems practically unachievable with seemingly endless risks and hurdles along the way. Then BEN comes along, producing in quantity just a few weeks after IPO. This is BEN's 'black gold', soon to be turned into cash and profit. sp at a great price and fundamentals look unarguable, signalling sp potential at multiples of current level.
Best share on AIM by a mile. GLA
JB - I thought you were invested? If so surely you would want to celebrate ORPH's successes in all their forms? This is more evidence of the role human challenge trials will play in decisions to proceed with clinical trials, and also a reminder to the wider market of one of our big pharma partners, and the important clinical areas we're active in.
Well done (again) the hVIVO team.
Senta - GREAT POST, thank you!
Haggis - what are you on about. We started production just 3 days ago, ahead of schedule, a tremendous achievement. AW gave numerous excellent interviews, including stating the obvious that operations over 1st few days will be limited as they get kit running and optimise set up etc. Some companies / CEOs you don't hear from from one quarter to the next. Just let them get on with the job and have realistic expectations. Everything will be in full flow soon enough and if you can be patient then days like today will soon be forgotten
MMs taking advantage of those who want to make a quick buck. Hopefully they'll be cleared out soon. With high proportion of shares locked in for at least 1 year, and many PIs holding firm for bigger gains, upwards momentum in sp should resume.
On fundamentals sp should be multiples of current and that will be helped by assorted newsflow in short term. Add to that intended return of cash to shareholders and there's a lot to look forward to.
GLA
agree, market cap and hence share price tend towards industry / sector average p/e, though still quite a bit of variability. BEN should be at the upper end - no debt, large resource, own infrastructure etc etc. But even using BEN's early projections for production, costs, profit etc, that implies market cap and sp of multiples of current levels.
And that's before they get a 2nd highwall miner going and start processing for neighbouring producers on a royalty basis, both of which are clearly part of the CEO's master plan.