Bioquell Share Discussion Threads

[bellars] 19/3/2013 12:40

This statement augurs well

"In 2013 the Bio-decon division is expected to increase substantially its revenues generated from the Healthcare sector - in large part as a result of strong demand for the ICE-pod which is requiring us to invest in and reconfigure parts of our business to enable us to satisfy demand."

[topvest] 19/3/2013 10:39

Decided to buy a few here, as looks well positioned for the future. Not cheap but a reasonably high quality company for a fair price. Good also that Chris Mills has acquired the Caledonia stake through his investment trust. He is a fairly astute investor.

[apad] 19/3/2013 08:11

Still work in progress. Still cash hungry (price to cash flow low is good, price to free cash flow negative shows how cash hungry). PER about right. Won't increase until the change in business model is proven.
Iff the capital spend completes then the good cash flow will dive the profits. That was the story and is the story.
zip
Can't see massage, can you elucidate?

[stluke] 19/3/2013 08:09

Indeed bbluesky, zipstuck the EPS is due to fall in tax charge, a company like BQE in the medical advancement sector should not be paying tax presently if they have a half decent accountnant, the R&D allowances currently available are extremely favorable with 200% relief on expenditure.

New products coming on line throughout the year will start to transform earnings, ICE and CUBE look very exciting and have been well received and will provide recurring income.

[bbluesky] 19/3/2013 08:04

Well worth a thorough read. Much to excite. For me the most significant, even startling part is "The Board believes that the market for Bioquell's products and services in the Healthcare sector should be substantially larger than the revenues that can be derived from the Life Sciences sector" when Customers in the Life Sciences sector represented 84% (2011: 74%) of the Bio-decon division's revenues. Currently the Life Sciences sector remains by far the largest contributor to the division's revenues. On the cusp and big growth ahead!!

[zipstuck] 19/3/2013 07:59

Looks as if BQE have massaged yera end to get through to H2 2013 if your read previous trading dataemnt

[zipstuck] 19/3/2013 07:53

3% growth in eps?

[twiggy2] 15/3/2013 11:18

Bought a few today, results next week.

[stluke] 06/3/2013 10:08

Have also added today, recent fall was well a good oppurtunity, results out on the 19th March will obviously confirm what we were told in the recent trading update, the interesting bit will be just how well they have started 2013, the progress of ICE being key.

[apad] 05/3/2013 11:49

Added this morning.
apad

[happywanderer] 12/2/2013 16:11

Interesting went into auction at 3.00pm for 23500 shares to fill earlier buys !!

[apad] 23/1/2013 18:04

any view on whether the profit taking has ended Riv/topvest?
apad

[bbluesky] 15/1/2013 19:03

The problem with value investing is that you are always behind the curve. Read the tea leaves!!

"Bioquell also starts 2013 with a substantially enlarged range of bio-decontamination products and services which benefit from attractive usage-based revenues, and which are generating increasing levels of interest from our client base. In parallel, TRaC, the Group's specialist testing business is well positioned for further growth this year.." Usual understatement, TRaC is going gangbusters

"We are expecting growth in 2013 from our Bio-decontamination division as a result of our recently launched Infection Control Enclosure (ICE-pod) - which enables hospitals to convert open "Nightingale" wards into single rooms and which can also be rapidly and efficiently 'bioquelled'. A number of evaluation ICE-pods have been erected in NHS hospitals and we already have fee-paying ICE-pods erected in a leading London teaching hospital. Feed-back from the initial users of the ICE-pods has been positive and we are beginning to see high levels of demand for this technology from NHS hospitals. We are also beginning to receive requests for information on our ICE-pod technology from overseas hospitals.... [KERRCHING]
we are seeing strong interest in our new HPV-BI consumable range. Moreover we are promoting our new BIs alongside our recently launched chemical indicators (HPV-CI) and our expanding range of proprietary hydrogen peroxide cartridges (HPV-AQ) within our 'Triple-lock' assurance programme. We anticipate strong growth in this business stream in 2013"..

..positive, strong, strong, enjoy, increase markedly"..the corner turned and the new business model is looking sweet... all coming together in 2013?

[topvest] 14/1/2013 21:07

I like this one as well, but too expensive!

[apad] 14/1/2013 14:28

riv.
I am looking to increase. Agree on overvalued.
Wasn't too bothered about statement, except for delayed order (next step cancelled!).
Civil growing smooths military and plans seem intact.
No hurry.
apad

[rivaldo] 14/1/2013 13:59

BQE are on my watchlist, though the recent tip took them into overvalued territory imho.

A poor update today, at least in terms of present trading. I note that Investec have downgraded their forecasts and have reduced their target price to 130p.

New forecasts are:

2012 : 6.6p EPS
2013 : 8.2p EPS
2013 : 9.9p EPS

Still too expensive for me. But good luck holders, long-term prospects look good, so the market will decide where the share price settles as it's difficult to predict at present.

[bbluesky] 11/1/2013 17:14

Nice 100,000+ buys at 160 towards the close. Big volume for BQE. Yesterday's looked like a roll over.

[bountyhunter] 03/1/2013 20:38

cheers bb, yes time flies, keep meaning to top these up but somehow have never done so to date!

[bbluesky] 27/12/2012 18:57

Thanks for that bountyh. It drew my attention as to how long you have been involved! Respect. Long term consolidation bringing the company to vg valuation levels and v positive prospects ahead - not a bad recipe. In chartist terminology - the longer the base the bigger the move. Here's to a Happy 2013!!

[bountyhunter] 26/12/2012 11:25

added an additional chart to the header to provide a long term view

[bbluesky] 19/12/2012 19:44

New Non-Exec Chris Mills - from Oryx+ 22.1% shareholders. Given the incredibly conservative RNS/press release style of the past, now a different (better) balance? The ship has always been driven and in 2010 slightly changed tack by the incumbents, but at 22.1% that's quite a commitment. I continue to see lots of positves and presumably so does Chris and partners. Full steam ahead!

[money multipier] 09/12/2012 10:44

Thanks for the heads up

Link below....

[daicaprice] 09/12/2012 10:00

You should have a good day tomorrow, BQE been tipped in the Midas column of the MOS.

DC

[bbluesky] 16/11/2012 20:58

Understated, as is the style. Not far off shouting from the rooftops IMO. Early steps of repositioning are working and looking good. Margins should improve and re-rating ahead. As they always say, cash in the bank. An undiscovered class act on these boards. Full steam ahead!