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Just a gentle reminder to everyone that CF announced that w.r.t first dividend in specie - "not long to go, 4 to 6 weeks" (or words to that effect) on 3/2/21 (if my notes serve me right).
Come 3rd of March - that would be the END of the 4th week.
So guys, first div in specie - very likely to happen in the next 17 days.
Very much looking forward to it!
After the Mello call the timeframe was still 1-2 months so would expect something in April probably as I asked the question. Am not holding him to time frames as in Cathal we trust
He's been promising that since the end of last year scoobie, I wouldn't hold your breath..
I'm extremely bullish on ORPH, just not expecting any special divi this half of the year
Thanks guys.
The deals are complicated deals and the perspective on them is changing as they grow in importance. So they may take more time to drop. If you look at Imutex it is getting sexier the drug by the minute. Also has to work with third parties. But the package on Conserv he suggested looks improved and the deal should be too.
His view on the value of the data is now changing. I think as he was new to this area of the market he did not know the true scale of the opportunity. He is probably researching hard looking at the other companies and seeing how all of pharma is zeroing on in this area and realising the size of the market. Livongo got bought for a hefty multiple by Teledoc on the data.
He is talking of a stand alone company, if he can build one of the key databases in this area with some shrewd dealmaking this can create a value opportunity that is eye watering for shareholders. CF is one hell of a deal maker from what we see.
These are potentially huge areas I am glad he is taking his time. We are getting a rerating when he gives figures mid April at latest. He is going to walk the brokers through figures for this year before, I am sure. Just on increased capacity we get a significant re-rating.
As stated in Reminisces of a Stock Operator: "It was not my doing that made me the serious money it was my sitting. Got that". To sit tight and let a secular bull move play out transforms the account. Livermore smashed that point home.
indiscipline - thanks, I agree with that. These are all big deals and we don't want any done quickly at the expense of being done properly, for max shareholder benefit. In the 9/2 presentation he said aiming to update with news on at least 1 of the opportunities in 4-6 weeks. Don't expect more than that, or you may be disappointed. But it will be great to hear about progress which may well give sp a positive jolt!
No volume so the MM's can do what they want..slightly unnerving when PI's are so bullish and no institutions buying after all the positive updates.A real contratian investor would be a little worried.
Bit annoyed the in house brokers haven't updated their numbers as Cathal said he would guide them higher.
We don't seem to have Invesco jamming the bid so that is a plus for investors. They are allowing the pattern to tighten, volatility is contracting which is a very positive sign, price wise. Those who want out are out and the buyers are not selling even when the price was moving a little down earlier.
Great stuff you gave us Wonder. Like you I can be patient as better deals are beginning to present themselves in our asstes.
The criticism was that CF was not developing assets as in our data and just looking for the one off sale to a company. We now have a changed mindset and new opportunities. Deals with CF will create new deals and markets.
We had larger volume as Invesco were on the sell. One decent piece of news and this breaks out and we are not that far off that. Right now we are surfers waiting for the next wave. It is the time when we all get a little anxious. But for risk reward, we are a share in the top percentile, in my view. Next three to six months will show the radical transformation of this company and it's price.
Whens this getting a move on? My strongest share in my portfolio however seems to have froze for about 6 months regardless of amazing news.
When do we think Invesco will be out and the share can actually move to its potential? been pretty stagnant for 6months and had a whole load of positive news in those 6 months
All depends on share volume..with volume like today June
We could do with some help Cathal. PI's are doing all the heavy lifting here.
Why don’t the PI’s just sit back and let ORPH and CF do what we pay them to do , no stress then, GLA
You would expect an increase in buying here and a considerable share price rise in the run up to the first dividend, its pretty common knowledge with a very near-term delivery date. I wonder if that will happen.
He’s done an amazing job but part of his role is to attract new investors, there’s no doubt he has done this with PI’s but to not have one major II shareholder over 3% once Invesco are done is astonishing. Even the ****iest of shares have II interest, its baffling. In no way does it detract from my enthusiasm on ORPH and I have no doubt that we will get II’s on board once we can get a solid set of accounts but for someone who was a stockbroker you would think he would have some friends in major funds. It’s ok to challenge every now and again and it’s most definitely an area that he could do better on. However, it’s not the most important area, so far he’s concentrating on the nuts and bolts and building a solid foundation with a scalable service and he’s done an exemplary job. Small annoyance, that’s all. GLA
strictly - the ethics RNS was a good blue day. Hopefully that's that trend bucked.
Unfortunately not all of us had the aforesight to buy ORPH shares at 5p a year ago DumbledoresBeard. Some of us have ploughed in recently at 25-32p and are waiting for something to happen other than ethics approval to see some upward momentum. I'm in this for the long run with far too many shares than I should have but some positive news on the many things in the pipeline would be gratefully received.
No criticism intended either just want CF to throw me a bone to chew on to keep me happy... :-)
DavidHos - don't worry recent progress has been slow but CF will deliver and the share price will eventually the reflect the value ( 50p plus IMHO this year).
OO is a very different company from last year - i did buy at 5p but sold between 10p and 15p (as i felt it had got a little ahead of itself) , bought back at 13p after the placing and sold some in the high 20s. I've since bought loads in mid 20s as i can see more value and OO is now a different company from where it was this time last year.
Clinical facility was limited to 24 beds, but now this has been increased and potential to go higher the revenue limitation has been removed.
Non core assets valued at zero on balance sheet are closer to being monetised and for me the biggie is DIM. It was the data that previously got me into OO but after Hvivo purchase attention was focused elsewhere.
CF recently mentioned this may be delayed slightly so he can add the covid data from the CS. He's a smart cookie, including covid data will clearly mean we can charge more.
Sit on your hands is my advice
shandypants2 - I'm sitting on them I promise! ;-)