Small Company Champion & Lemming Investors Research and Newsletter Updates

Wednesday, 12 May 2021

Ava Risk Group - Material Uplift Pending



Ava Risk Group (ASX: AVA) has been disappointing this year and someway defies belief because the company has made astonishing progress on all fronts. Most companies have struggled due to covid-19; many have cut or not paid a dividend because the strategy is to preserve cash. AVA has bucked this trend by paying dividends, increasing net cash, increased margins, and debt-free; what’s not to like!

For now, the shares languish around the au$0.41c, which is 50% off their high but well ahead of my initial report at au$0.12c.

Thursday, 15 April 2021

Open Orphan - Potential demerger of certain non-core assets


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.