Open Orphan Share Discussion Threads

[discojames] 07/12/2020 16:05

Indeed, it states the second contract is "significant revenue". I think we have a seller here who starts every time there is a decent RNS to sell into. No way of knowing when that will end, but on the plus side it isn't anything to do with the companies worth which has done nothing but improve! When there's so much of a disconnect between a share price a the companies value, eventually it will look to right itself

[digger2779] 07/12/2020 15:57

Unbelievable. Although no revenues have been disclosed it's not as if we are doing the work for some paltry amounts!

[m5] 07/12/2020 15:45

Sensyne Health was the Company. MC is 178m, t/o 2m, operating loss 22m last FY.

We are in oversold territory now. Crazy but opportunity. DYOR.

[molatovkid] 07/12/2020 15:44

Wearables are definitely going to be the next big thing...this from Samsung



Extract:

“Although a majority of consumers plan to spend less this year due to the pandemic, wearable device sales have grown by 30 percent or more compared to last year,” said Taejong Jay Yang, senior vice president for Samsung Electronics, in a CNBC interview on Friday (Nov. 20).

“What this data indicates is that even when millions of consumers are re-evaluating their spending habits, they continue to prioritize wearable technology products over others,” Yang added. “Samsung will continue to invest in these advanced technologies.”

[lhoskins] 07/12/2020 15:38

I was chatting with a fellow ORPH shareholder earlier. He raised an interesting point that the company which presented before ORPH a few weeks back (I forget the name) was a data company. Data companies market caps are valued at 9 times revenue. Very lucrative if you think that CF could be looking to license the wearable data on a recurring annual fee.

[troutisout] 07/12/2020 15:37

Just bought some at 23.515p....

[lhoskins] 07/12/2020 13:42

More fool them. They obviously haven't done their research or understand the potential of this company.

[glasswala] 07/12/2020 13:39

The market is not too impressed with the contract wins as it has not really moved the share price and the people selling on news has dampened the share price further.

[lhoskins] 07/12/2020 13:29

You're not wrong there. Captain Cathal. Couldn't think of a better man to be at the helm.

[m5] 07/12/2020 13:03

CF's got the speed boat mate and he is towing all of us. :-)

[lhoskins] 07/12/2020 11:57

I'm in the same canoe as Cathal. Long and strong on this one. Target 1 billion market cap.

[m5] 07/12/2020 10:57

Nickthe saint7 Dec '20 - 10:36 - 9059 of 9061

Agreed. This is actually a better buy than it was at 7p as the risk is now very limited IMHO and we have more transparency in terms of earnings going forward, plus if you will, the blue sky element. Looks like from the interview we will be listing Imutex etc on the NAS to me.

As regards who takes profit and at what stage,that's all down to personal goals and circumstances. We are all different. You just paddle your own canoe.

[owenski] 07/12/2020 10:54

Pretty clear and confident road map laid out on todays Vox webcast.

[pierre oreilly] 07/12/2020 10:52

P, imv, the data aspect is in a way similar to Ceres. Seen them today and this year? Own the data and/or expertise, and licence it taking a royalty on each unit sold to someone who is going to make millions of wearables or fuel cells.Simples - the simple way to make a billion quid company.

[pogue] 07/12/2020 10:41

From that chat on Voxmarkets on youtube I take he is not looking at selling soon if he see $1 billion market cap at some point. We are going to be data led he says in 2021 so I expect a large expansion in that area on the back of wearables. Announcements in the weeks and months ahead on that topic apparently so a whole new revenue stream coming at us so I suspect not a sale to big tech but a licensing deal so no big cash payout just a rise in share price due to larger incomes.
Edit
he also said he saw the company share price doubling in a very short period of time
DYOR all in my opinion I could be wrong and often am. Not a suggestion to buy I hold.

[nickthe saint] 07/12/2020 10:36

Good Morning,

All the news does (given the share price seems to have mostly ignored it) is put another slab of concrete underneath the 20-23p price.

As we have said nothing is certain, but every bit of news goes some way to ensuring that the chances of the price going up rather than going below 20-23p increases.

That is similar to a bank saying your money is pretty safe (BCCI et al proving that money in banks is very rarely totally safe) and the interest rate paid out will be somewhere between 1% and 1000% but you might need to leave your savings untouched for a couple of years.

Be honest, if the price this morning had gone to 35p, who would have sold? If you would have, you either 1 - undervalue this company or 2 - are after short term gains in the hopes of getting back in lower.

The main thing is, will this type of news help or hinder us getting to £1 by December 2021? The answer is it will clearly help.

That's all any shareholder needs to worry about.

Great news and no share price is a brilliant day - just invest more. That's if you can.

No advice intended of course but todays RNS is simply more good news.

Respect

NTS

[m5] 07/12/2020 10:32

More than possible. Personally I am looking for a £1.00, around 650m market cap and then I will have a look again at my position.

[lhoskins] 07/12/2020 10:28

1billion market cap = £1.50 a share

[toyin] 07/12/2020 10:19

Welcome everybody, all sounding very, very positive.

[pierre oreilly] 07/12/2020 10:14

Bud, I'd much rather see a pound sign on today's traders profits rather than a pound sign on the contracts.Every trader is a billionaire behind a keyboard, I'm certain everyone reading, even those not obsessed, are nosey enough to see the actual profit today's crowing traders have made.Once spoke with a king shorter since he was going really ott slagging one of my companies. After about 4 weeks, he said he'd sold, and was putting his profits towards a video game. They cost about 35quid at the time. He was serious, and this wasn't made up.

[666james] 07/12/2020 10:08

Toy 9049 Thanks. CF is talking about the divi around 4 mins into the talk.