Alternative PRM thread (all views welcome)

M,

OXB-have had a quick glance.Looks interesting but yet again dificult to value.Has a market cap of 3 times PRM(£210M) so is much highly rated and seems to be burning £20m per year. I see,like PRM, they aren't always able to disclose the values of the agreements they have signed.Am told Oriel Securities(25% owned by CJP and his mates) have done some piece of research that says historically it is one of the best performers in the month of Jan..make out of that what you like!!!Can't see them making a profit for a year or two from what I can see.Anyway I need to do more research... but the thing keeps going up!!

There seems a lot of crossover between OXB and PRM.Is there any particular reason for this?

Thanks

P