Open Orphan Share Discussion Threads

[jeanesy] 10/12/2020 08:03

Added a few more first thing

[pogue] 10/12/2020 07:43

garth
he also said 9 months to do the government contracts, it is difficult to tie him down on what he says I find however he also said they have signed 6 CV19 challenge studies this year and 6 next, I am going to listen again to what he said when I get the video and did not include those in the calc as I have no idea where they are going and what he actually means by that, CV19 studies come in at £8 to 10 million.

[garth] 10/12/2020 07:36

Pogue,

Thanks for your post further up re trying to map revenue.

Royal Free Gov only £30 million

I thought when fielding the question about whether they were free to use this for other contracts CF said that there was enough government business to keep them busy in there for two years, but after that - yes.

Might indicate that the £30m has a two year spread?

I was listening in one ear while playing a board game with the kids - so I add that tentatively in the interests of further discussion/sharpening it up.

Thank you to whoever it was that posted the link.

G.

[judijudi] 10/12/2020 07:16

Morning Scotty,
Hope your well
Wonder if we can kick on today or are we in for another drip day 🤷‍a94;️

[scotty1] 10/12/2020 05:39

jj showing excitement must be time for me to get back in 😜😁

[lhoskins] 09/12/2020 23:31

I am perplexed JJ. Think we had our wires crossed earlier. This is an excellent board (unlike many others on ADVFN) it would be a shame for it to descend into petty bickering. I will leave it there now.

[judijudi] 09/12/2020 22:36

I never said that he doesn’t want the share price to rise
Is it clearer now?

[judijudi] 09/12/2020 22:34

Lhoskins9 Dec '20 - 21:36 - 9210 of 9220
Well orph 7 bagged in last 12 months, I can see the same happening again next year factoring in any spin off sales and divis

Judijudi9 Dec '20 - 21:48 - 9211 of 9220 Edit
Our CEO has publicly stated that’s just what he doesn't want
Which is surprising as he glowingly talked about the share price going from 3ish pence to 23ish pence this year 🤷‍a94;️

Lhoskins9 Dec '20 - 21:56 - 9213 of 9221
He doesn't want the share price to rise?

[lhoskins] 09/12/2020 22:22

Youve lost me now lol. Think you may be on a different wave length to me.

[judijudi] 09/12/2020 22:12

LHoskins
Exactly
So your post below was rather silly

Lhoskins9 Dec '20 - 21:56 - 9213 of 9218
He doesn't want the share price to rise?

[ross k] 09/12/2020 22:09

If he was overstating the share prices future gains he'd be accused of blatant ramping and pumping his share price. I see nothing wrong with his sentiment around the future share price.

[lhoskins] 09/12/2020 22:09

Yes, I listen to every interview. Then I listen to them again several times. He doesn't want a pump and dump situation. When you list all the different projects and deals it is hard to believe the share price will not be over 100p by this time next year. Factor in any spin off sales, divis and imutex nasdaq listing and in my opinion anyone buying in at 23p will have a very good chance of a 7 bagger.

[judijudi] 09/12/2020 22:03

M5
Takeovers are actually very rare
And if there was one as the largest shareholder he ain’t going to give it away
So no cheap TO
imho

[judijudi] 09/12/2020 21:58

Lhoskins
That’s not what I said!
Did you listen to the interview?

[m5] 09/12/2020 21:57

My fear now is a relatively cheap T/O to be honest. We need to get the share price moving up to some realistic levels. As I say £155m mc does not cut the mustard.

[lhoskins] 09/12/2020 21:56

He doesn't want the share price to rise?

[pogue] 09/12/2020 21:55

Trader
its the old facility we are getting then as we are starting challenge studies in it in January so cant be new one so its 20 beds therefore we can knock a few million of the £48 million for that lets call it £40 million minus rental costs say 10% and we get £36 million.

[judijudi] 09/12/2020 21:48

Our CEO has publicly stated that’s just what he doesn't want
Which is surprising as he glowingly talked about the share price going from 3ish pence to 23ish pence this year 🤷‍a94;️

[lhoskins] 09/12/2020 21:36

Well orph 7 bagged in last 12 months, I can see the same happening again next year factoring in any spin off sales and divis .

[judijudi] 09/12/2020 21:35

m5
No placings
Rolling in money and business
That’s exactly why I said is there a catch that I’m missing

[m5] 09/12/2020 21:31

All good, currently throwing off £1m a month, third facility coming on stream with a 4th to follow. Dividends next year. Licensing deal with the wearables, not far away. RSV study in new facility-January. Imutex, looks like its a listing on the NAS. Codagenix approval soon and will be second gen intra nasal, possibly last 5 years.

£155M market cap? Really? I am bewildered by the share price to be honest. WTF going on?

The disconnect is actually making me nervous.

[talkman2] 09/12/2020 20:48

We are very cheap at current levels . Looks like Immutex will be a NASDAQ listing . Interesting comments about Immutex having additional values ( Covid jab ). So much happening here . Should be a great start to the New Year .

[warren1982] 09/12/2020 20:37

I raised this query a few weeks ago, pretty sure we will be using the new unit in 2021.
GLA.

[warren1982] 09/12/2020 20:36

In collaboration with University Hospital Antwerp, SGS is building a new unit with a total capacity of 110 beds. This also includes a separate quarantine unit with 45 beds for CHIM studies. The move to the new unit is planned in mid-2021.