Biotech Growth Share Discussion Threads

[philo124] 18/1/2016 18:57

More buy backs to come then.

[loinerscum] 18/1/2016 18:12

hxxp://www.biotechgt.com/files/7614/5037/0069/BIOG_Factsheet_November_2015.pdf

The Directors have adopted an active discount
management policy to establish and support an
improved rating in the Company's shares through
the use of share buybacks, with a view to limiting
the discount to NAV per share at which the
shares trade to no more than 6%

[bigwilly1986] 15/1/2016 17:14

The buy backs have already started haven't they?

[philo124] 15/1/2016 13:57

I dont think the dicount to nav has ever been this wide, they have a mandate to do share buybacks if over 10%.

[philo124] 15/1/2016 09:49

Topped up. This time of year always good time to buy plus play on $ strengthening.

[ali47fish] 20/11/2015 09:29

what does jack in the box mean?

[urgentclick] 23/10/2015 13:30

The chart looks like a Jack in the Box formation to me.

[urgentclick] 08/10/2015 14:06

Bought a chunk. Seemed like it was down enough from the 900ish peak of this year. So there was some criticism of exploitation of patent ownership to inflate the cost of life-saving drugs. This does not warrant such a massive downgrade in stock values like the companies are not making profits anymore IMO

[philo124] 02/10/2015 17:48

Being trying not to look as I am confident this will double over five years.

[hazl] 02/10/2015 10:29

Well bio sector has taken a beating.....will treat with caution for now...that holding announcement was a reduction.

IMO

[hazl] 24/8/2015 15:58

Good little turnaround seems to be forming here, not in yet but interested.
QP. as well .

[iomhere] 21/8/2015 07:05

BIOG was outperforming over the usual 1 yr and 5 yr yardsticks but has underperformed in a similar fashion recently. As was indicated by urgentclick it's a question of committing oneself when sentiment in the far east and emerging markets quieten down. I'm waiting a bit longer for this to happen and then, hopefully, to see the turn before I further invest.

[urgentclick] 20/8/2015 15:55

Bought some more today to accumulate for when global sentiment improves.

[hazl] 20/8/2015 15:15

The net asset value seems to be dropping though ?
Interested here but surely if NAV dropping its a reason to wait and see?
Opinions welcome.

[philo124] 19/8/2015 15:51

Usually very little or no discount to NAV. They, the company, usually buy back their own shares when it exceeds 8% from memory.
I also think, unlike Tech funds, that China is not a factor.
I have bought BIOG IMT and Allianz Insurance today.

[ali47fish] 19/8/2015 15:04

Hi Philo- do you mean the discount has widened- please expand why you think this is an opportunity to add?

[philo124] 19/8/2015 11:48

Bought this am. The opening 10% discount is very rare.

[dragonsteeth] 27/7/2015 15:44

As ever following Nasdaq Bio Index which had a large drop Friday.

[urgentclick] 27/7/2015 15:32

Back in today for my Biotech jab. But -6%! Yet looks like price alignment with the uptrend line.

[jl9] 11/6/2015 15:04

Good luck getting back in if that's what you do.

I went in heavy for Woodford and then lost my bottle and cut back my application just prior. Damn!!

[affemoose] 11/6/2015 12:44

Yeah, problem!

I shall instead extend my existing hose I think, London housing has gone absolutely nuts. I mean crazy stupid mute, so much cash sloshing round underpinned by cheap borrowing rates. You just know that it'll end in tears for some. But when?.....

House next door up for sale, was in garden when it was being shown and I swear that not one single solitary person who looked at it was native British, all foreign accents. And I don't live in the posh bit, zone 5, terrace house.

Anyway, cash is king but earns nothing. Tempted by woodwards patient capital. Not dissimilar to this but wider industries. Will look to get back here at the right price. Am in Japan and Europe via funds as well, both have significant upside short/medium term. Just try to pick European funds with low Financials exposure just in case Grexit, Cos they'll get hit hardest. My view is that most Decent European companies will probably wobble on Grexit, but are cheap and will bounce back. Let's be honest, who gives a damn what happens to Greece, small market, no major companies I hold. Just a bit messy from liquidity perspective, good buying opportunity for me, hold what I have and buy Quality divi payers on the dip. Shell, BAE, Nestle, unilever, siemens etc

I almost want that to happen!

[jl9] 11/6/2015 11:58

AffeMoose

Now you're stuck in cash and don't know what to do. Familiar problem.

I'm sticking with my biotech exposure as it seems to offer the most secure growth in the years ahead.