My 2nd feature editorial for @ShareScope looks to me to be a compelling recovery play that has solid foundations laid.— 📈 🐝 Small Company Champion 💷 🇬🇧 (@LEMMINGINVESTOR) June 28, 2021
I expect #EQLS to offer up compelling clues soon enough.
I used #sharepad filters discover #EQLS @wheeliedealer @conkers3https://t.co/LYsCNEeXTc
Small Company Champion & Lemming Investors Research and Newsletter Updates
Saturday, 3 July 2021
Wednesday, 12 May 2021
Hi, below is an email response from Open Orphan investor relations after I complained about the quality of the morning note from house broker, FinnCap. I do not know if the problem was a typo, poor grammar, lazy analysis, or a mixture. It seemed to be the analyst had not kept abreast of the company's progress, which negligent in the extreme.
I am also aware of replies from the AIM regulators after several investors voiced their concerns, including the odd conspiracy that suggested the fall was engineered for mates and entry rates. I do not subscribe to this. However, nothing would surprise me - I have seen much worse during my three decades investing my own funds.
Thursday, 15 April 2021
Shares Open Orphan Plc (AIM: ORPH), took a tumble in early trading (recovering almost all the lost ground at the end of trading) likely due to some confusion over the T&Cs of being handed what is essentially free money. The specialist pharmaceutical services clinical research organisation (CRO) and a world leader in vaccine and antiviral testing using human challenge clinical trials, announces that it is at an advanced stage in planning for a possible spin-out of certain non-core Development IP Assets. However, the use of the word lock-in appears to have spooked some of the lemming natives amongst us.
Sunday, 11 April 2021
Sunday, 28 March 2021
Thursday, 25 March 2021
Monday, 22 March 2021
Spectra Systems Corp (SPSY) shares got a boost in early trading today (Monday) on the back of the positive report of a rise in revenue and profit for 2020 as demand for banknote materials and equipment increased. Not bad, given most companies have nothing but negative reports for 2020.
The Rhode Island-based company generated revenue of $14.7 million, up 11% from $13.2 million the prior year. Pretax profit increased by 20% to $5.4 million from $4.5 million. The firm declared an annual dividend of $0.095 per share and said share buybacks will continue.
Shares were up 4.5% at 170p bid at the close today; Spectra remains 5p lower than the Zulu Growth report on 7th February 2021.
Thursday, 4 March 2021
Tuesday, 9 February 2021
The most recent webinar by Open Orphan Plc (ORPH) was again very encouraging on several fronts. It is not unusual for a webinar - Investor presentation not to be optimistic. What is out of the ordinary, from my experience, is the level of opportunities, primers for significant appreciation for even more share price gains; yes, even after the 400% plus increases in 2020, and the bull gains in 2021. Had it not been for Invesco selling down, Open Orphan would likely be north of 40p now.
So what of these opportunities?
The highlights for me are as follows:
- The company could be split from its core business resulting in 3 in-species dividends; is 1 for 1 Cathal explained.
- PrepBiopharm, Influenza Immune Modulator & disease in motion (DIM)
- He explained the first of these (Imutex) could be as early as 4-6 weeks. He explained Covid-19 had hindered progress but stressed this is very close now.
- Two further spin-outs, again, one Open Orphan share, one newco share
- Chinese very keen on challenge studies
- Potential huge Covid CHIM licensing deals/studies with the Chinese State
- Emphasis profitable no more losses
- The expectation is to reach a market value of £1bn as being realistically achievable.
- FY results after easter - they will not disappoint.
- Looking for investors stake build
- Six challenge models
- Company is the world leader in testing vaccines via Controlled Human Infection Models (CHIMs)
- New ''Disease in Motion'' (DIM) platform with potential current market cap valuation of £200m
- DIM could be spun-out
- New Whitechapel Quarantine Clinic opened February 2021 with an expanded 19-bed capacity.
Sunday, 7 February 2021
Whilst there are several Investing strategies it seems fair to me to say that most seasoned Investors, with maybe at least one eye on retirement and/or a future income stream steer well clear of ‘blue sky’ story stocks with a risk-balanced portfolio. A further risk is mitigated by a spread across sectors whilst homing in on the growth, the security of earnings and cash generation for dividends. So, following the same vein why would such Investors risk their cash in any Company with a subjective secretive board of directors with little investor interaction or communication, covert products and supply chains which are next to impossible to understand, who have failed to hold an AGM for years because it '' it does not have enough shareholder votes to achieve a quorum'', who had to reduce the number of board members due to concerns from one of its customers, and, at least from the outside, appears to be a ''one-man-band'' who seems able to invent things on a whim?
Friday, 5 February 2021
Ramsdens Holdings Plc (RFX) is a financial services provider and retailer, operating in the core business segments of foreign currency exchange, pawnbroking & logbook loans, buying and selling precious metals and retailing of second hand and new jewellery through its network of 127 stores throughout the UK, including 3 franchised stores, and has a small and growing online presence.
In the last financial year, the Group served over 700,000 customers across its different services. Ramsdens is a trading name of Ramsdens Financial Limited and is authorised and regulated by the Financial Conduct Authority for consumer credit activities.
Do not make the mistake of assuming Ramsdens sell low-value cheap tat; the ring above has a price tag of £14,499 or £182.05 per month.
As you can see from the chart that begins at the March selloff, there is a prolonged consolidation period with a tilt to the slow downside. I view this as an opportunity to scale-in until such a time, the company offers further guidance. This is subject to your belief, or not as the case may be, of how quickly we are released from the hell of lockdown.
ZULU REPORT Whilst there are several Investing strategies it seems fair to me to say that most seasoned Investors, with maybe at least one...
There is not much to be said about today's announcement from Open Orphan (ORPH) announcement to extend its contracts with Carna Biosci...
Hi, below is an email response from Open Orphan investor relations after I complained about the quality of the morning note from house bro...
A d iscussion centred around the cost of sales (COS) and profit margin on an ADVFN Guild forum was an interesting one, if not confusing ...
My 2nd feature editorial for @ShareScope looks to me to be a compelling recovery play that has solid foundations laid. I expect #EQLS to o...