||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Quantum Phar. Share Discussion Threads
Showing 1326 to 1347 of 1350 messages
I think the investor roadshow is a positive sign..Generally companies try to gauge from investors as to what drives them to invest in a stock.. They also try to see how in a positive way they can release RNS announcements without misleading investors together with how they time them.
A roadshow like this is not the same as an IPO roadshow so hopefully we will see some positive buying on the back of it.|
|I'm always wary of roadshows. Why bother if you don't want to raise money. It's managements job to run the business not pander to existing investors or the share price.|
|I see that QP. are undertaking an investment roadshow from tomorrow (22/2) via N+1 Singer.
Hopefully this means they have a good story to tell following the year end trading update and will start appearing on institutional buy lists again.|
|Vitamin supliments have been getting good press coverage recently. So hopefully this will add to sales for Quantum|
|Harwood are ok activist. Welcome oversight.|
|Most of the placing shares are held by one investor Harwood..From past experience they will want to hold the stock until they get a decent return.. Judging by the the price the options have been fixed at we should be looking at northwards of 1.40 within three years.. That's of course if everything goes well.
As a separate issue does anyone know how much royalties quantum receive on MED2002..and are they involved with phase 111 trialing|
|Lol - the trouble this share now has is there is big supply all the way up which will take a hell of a lot of buying to shift - so I am staying well clear for a considerable time now|
|Good recommendation write up this month in SCSW plus recent Director buying so I have bought in today.|
|May as well wait for the obvious drift downwards back to placing price.|
|N+1 Singer are similarly reassured and have a 65p valuation, which "could be substantially higher on a 2-3 year view":
"Reassuring FY trading update
An in line trading update should reassure that Quantum’s new management team is
delivering on its promises. EBITDA is expected to be in line with expectations and,
pleasingly, Net Debt is expected to be ~£1m lower, reflecting the focus on cash
management. All the UL2L products in the pipeline are now in active development
and work has begun on broadening the group’s commercial network to help monetise the generic products already developed. We make no change to our forecasts and look forward to further positive newsflow at the prelims in early May."
"N+1 Singer view
The shares have recovered well from the placing price of 34p in October but still, in our opinion, do not capture the full value of the opportunity. Our DCF analysis suggests an intrinsic value of 65p per share on current estimates. With good execution and full delivery of the UL2L pipeline, this figure could be substantially higher on a 2-3 year view."|
|Burnt through £5m cash since Interims|
|Pretty reassuring/encouraging trading update - in line with expectations, which per N+1 Singer are 3.9p EPS for the year just ending:
And sounding optimistic going forward:
"As a result of these actions to tighten strategic focus, the current performance of the Group is supportive of market expectations for the year ending 31 January 2018"|
|went out with a wimper last night, your leeds (if i recall correctly) boys doing well too
Yes, long time.
Good to see the Scouse Mouse roar under Klopp.
QP. could be one of those value traps which go sideways whilst they prove up they can meet the figures and then rerate if they can get ahead. No hard sign of that yet with the new CEO only in place for six months, normally takes a while to shake up the operating business. CR has a formula on the timing of when a new CEO comes in, I've forgotten exactly what it was but I think it was to look after a year.
|Picked up 5000 today for a long term hold small dip to start... looks well from hear also a substantial but after mine :)|
|Hi simon HNY to you too long time no speak as they say.
Sorry i should've posted but i sold at 48p when the chart indicators weakened and it didn't move as expected. That's too small losses now so I'm inclined to wait for some serious chart move now.
i reread the wording from interims and concluded that this was more significant than the director purchases, coupled with the chart indicators i decided to sell
if it drops back to gap support around 40p i'll take another look but for now i've passed.
I'm using TA and charting more than ever these days backed up by the FA of course but's that's becoming more and more secondary in my decision making.
I'm not hanging around in this market as i feel it's very top priced so anything that doesn't do as i expect i'm closing quickly.
I had a busy year last year with little time on investing so I'm still very much in cash just drip feeding in to the market slowly. still think there's a major correction coming, who knows when though, probably later this year when trumpanomics hits the floor.
Happy New Year.
How much upside are you sensing on this one, according to Sharescope they are on 15x to January 2018 and 12x to January 2019.
Are you expecting upgrades to those N+1 forecasts?|
|Not that I'm complaining. Small increase today|
|At the moment I can't see anything that will push the share price further up.|
I agree that 45 is the look again price and dependent on how it gets there, what action to take.|
|llwyd if it drops below 45p I'll be looking to sell. A lot depends how the chart candlestick patterns and indicators/osillators play out.
On valuation terms it looks undervalued against others in the sector. However they're still capitalising more cost than they're amortising so i'm a little wary as profits clearly aren't representative of cash generated. I've bought on the TA chart action more so than FA.
There looks to be a whole new mangement team bod in place now so I'll give them the benfit of the doubt and wright off past history of performance.