Btg Share Discussion Threads

[bargainbob] 03/1/2017 08:13

It touched £6 captain , man the rockets or lifeboats.

[bargainbob] 03/1/2017 08:06

Will it reclaim £6 today ?

[bargainbob] 29/12/2016 11:00

Bargain Bob Bank has a buy rating on these.

[3rd eye] 23/12/2016 08:19

BTG BTG PLC.

Could have hit a bottom and base in place. Heavy volume today in comparison to the rest of the market at this time of year. Short term moving average about to turn up?



Business Summary

BTG Plc develops, manufactures and supplies drugs used in the treatment of neurological disorders.

It operates through three segments: Specialty Pharmaceuticals, Interventional Medicine and Licensing.

The Specialty Pharmaceuticals segment offers three marketable products: CroFab, DigiFab and Voraxaze.

The Interventional Medicine segment represents the portfolio of beads and brachytherapy products acquired with Biocompatibles.

The Licensing segment includes revenues from its licensed portfolio of intellectual property as well as income from the acquired Biocompatibles business.

BTG was founded in 1981 and is headquartered in London, the United Kingdom.

Number of employees : 1 182 persons

Valuation 2017e 2018e

P/E ratio (Price / EPS) 75,8x 25,0x
Capitalization / Revenue 3,89x 3,39x
EV / Revenue 3,66x 3,04x
EV / EBITDA 17,3x 11,3x
Yield (DPS / Price) - -
Price to book (Price / BVPS) 2,90x 2,37x

BTG broker views

Date Broker Recommendation Price Old target price New target price Notes
06 Dec 16 JP Morgan Cazenove Neutral 570.00 800.00 800.00 Reiterates
17 Nov 16 Deutsche Bank Buy 570.00 850.00 800.00 Reiterates
16 Nov 16 JP Morgan Cazenove Neutral 570.00 830.00 800.00 Reiterates
16 Nov 16 Deutsche Bank Buy 570.00 - - Reiterates
16 Nov 16 Jefferies International Buy 570.00 860.00 860.00 Reiterates

[a1ord53] 20/12/2016 17:29

Great article , no significant increase of treated patients
SP since July down 20%

[pj84] 19/12/2016 23:23

Agree fhmktg

[fhmktg] 19/12/2016 19:32

This is the kind of article!
hxxp://evtoday.com/2016/07/treating-the-underlying-disease/

[a1ord53] 18/12/2016 21:41

From AOL MONEY UK.
Steady growth
'Double-digit revenue growth drives strong first-half performance' trumpets November's interim report from specialist healthcare company BTG. The firm's chief executive, Louise Makin, reckons the outlook for the full year is strong.
Indeed, BTG is making great progress growing revenues and profits internationally from several products, so what's this falling share price all about? It could be that previously the shares moved too far ahead based on expectations surrounding a new varicose vein treatment that the firm is rolling out in the US. Progress is slower than expected by many and political uncertainty surrounding the healthcare sector across the pond won't be helping investor sentiment around BTG either.
Yet BTG remains a quality enterprise with strong, profit-supporting cash inflows, no debt, and growing revenues capable of generating a decent double-digit profit margin. At today's share price near 562p, BTG trades on a forward P/E ratio just over 17 for the year to March 2018 but there's no dividend, suggesting the directors see plenty of opportunity for further growth.

[a1ord53] 12/12/2016 14:36

BB , Louis is zero, She should go. Her options sales with Rolf always sign that share price will go down.
I dont trust her and Rolf- they managing Btg like it their company and interest of shareholders just neglected.
Today the same one way pattern .
Hope that Btg will be bought/taken over and all suffer of shareholders will be over.
I dont believe in Louis and Rolf.
No future with them imho

[bargainbob] 11/12/2016 19:03

I hope it does regain the £6 next week . Also a quick look at the market last week does strengthen the case that good UK companies are on Santa's buying list for overseas companies . Looks like the time lag after Brexit has now been removed, no doubt the 16 Per cent incentive is tempting .

Not sure if anyone consider BTG a tempting prospect , not an easy company to understand . Even Louise did not get it when she ditched the hardware and electronic side to focus on Medical . My opinion but I do not think that was a smart move .

[a1ord53] 10/12/2016 22:24

Hi BB , last year we had 7£ at yearend and we r lucky now to have 6£ now.
Now we have better exchange rates , although they did hedge. But hedge almost over and rates will give 20% more profit in GBP terms.
But huge mistakes like decision to market and sell Varethena themselves and hedges damaged sentiment , although we still growing company.
I blame management in their incompetence to execute what they have .
Very disappoitment story .
They can buy but cant execute - and execution is very important.
Hope next week will be better ...

[bargainbob] 09/12/2016 11:48

That's better today. Every chance it will be £ 6 by year end.

[bargainbob] 08/12/2016 20:27

If history plays out there should be a 30 p bounce for a few days . Though expected that last week. It does not take large buying to turn the tide here.

I did consider selling at £7 , but mistaking thought V was 6 months further on than the results . Did not see the large fine or currency charge .

Sad we are falling due to these things , which can firmly be put at the door of management .

[a1ord53] 08/12/2016 19:29

BB, yes for real.Loosing , loosing very real every day since July shareholders annual meeting and trying average but every top up turns in more loses unfortunately.
Sold 25% on 6 th October.Regreting not to sell 100%.
No bottom , no buyers .... management sucks imo.
On CNBC somebody told that markets looking like in 1929 . BTG already in downtrend and if Markets will drop - BTG will drop even more .
Bought today @555 - hope that major shareholders will start buing .

[bargainbob] 08/12/2016 18:38

Btg is bust , but it is time to buy , are you for real alord

[a1ord53] 08/12/2016 13:27

BTG is bust , CT was right - it doesnt worth this price
I still hope that company can be saved by firing Louis and Rolf .They pocketed to much - and did nothing for shareholders pockets.
Woodford should show who is the Boss.
Trumps Health secretary doesnt support puting caps on drugs pricing. So what Trump said doesnt mean will be done.
Low pound should stay for long time and profit should go higher eventually.
Major shareholders may decide to buy at this level to average their stakes in BTG.
Many bought @8£ and many @1£ - so at this level they should may be start buying .
But again -I dont see bright future with Louis and Rolf.
They should go.

[fhmktg] 08/12/2016 09:22

Mr T's off the cuff remarks about pharma pricing,on top of the Pfizer case won't help the sector.I would hope that the head of U.K. Pfizer will get a good kicking from his bosses in the US for the damage to the corporate image!What a stupid trick to try, coming after the Allerpen scandal!

[cockneytrader] 07/12/2016 15:20

Why all the fuss. The results were awful, and that will include full year!

Varithena sales must be costing a small fortune, with little to show for it.

I believe in the company longer term, but 2017 will be a long haul. In the meantime a bid could come along, outside of that £5 is on the cards.

AZN and VER looking affordable.

[a1ord53] 07/12/2016 15:06

on Brexit day FTSE 100 went under 6000
BTG was moving down to 6£ and bounced to 6,4-6.5£ and on 1st of July hit 7,4 £
Today FTSE 100 almost 6900 and Btg under 5,6£.
Devistating !!!!
How management can get options and bonuses while shareholders loosing money .
Something wrong imo , isnt it ?
Why major shareholders so silent ?
Are they happy to loose money or they are dont care , cause they manage other peoples money ?

[spyder] 06/12/2016 20:18

Chart looks horrible. I suspect these will bottom out at around £5.00, but the good news is that would represent excellent long term value and offer a great opportunity to pile in.
I'm holding however.

[bargainbob] 06/12/2016 19:50

Alord , what you mean beads are not performing ?

The no dividend policy needs to change , they need to remember the shareholders own the company not them . At the moment the reinvesting lark for future profit has run it course. It was only obtainable as long as we out performed in all areas.

On the other side of the fence , someone must see value at these levels . Sad to say but. A £ 6.50 bid would now take the company out. Only ones who are to blame is the management. So sad to report not even a hint of bid interest.

[a1ord53] 06/12/2016 19:39

it looks for me one way move
Again for what management cashing in ?
For created misery for their shareholders ?
Varethena flop
beads not performing like promised
They should be striped of of their bonuses and fired IMHO