Indivior Share Discussion Threads

[redwing1] 26/4/2024 07:21

I don't disagree with your analysis Youngers, but I was simply pointing out that the market was being logical in marking down the shares a little. The issues mentioned in yesterday's statement that caused a light quarter may well dissipate through the rest of the year but after putting out such bullish forecast numbers with the final results this update suggests more risk of missing than beating them. Hopefully this won't be the case.

[youngers] 25/4/2024 23:00

This is a high growth company Redwing (granted this last quarter aside). The first Q multiplied by 4 NEVER adds up to the full year results

Question to be answered in half year results is was this a blip or has the trajectory fundamentally changed

Willing to give mgmt the benefit of the doubt for now

[redwing1] 25/4/2024 22:33

Discodave - what do you not understand? 1st quarter numbers don't add up to full year forecasts if you simply multiply by four. This means that they must play catch up now and will miss forecasts if things don't go well. OK?

[elsa7878] 25/4/2024 21:33

SUBLOCADE Q4 2023 $176M, Q1 2024 $179M
PERSERIS Q4 2023 $12M, Q1 2024 $11M.

A bit rubbish, particularly Perseris...again...

[disc0dave46] 25/4/2024 17:28

Red"Numbers are below where they guided last time"They have reconfirmed guidance !.

[redwing1] 25/4/2024 16:00

Why the 'good results' and 'blue finish, anyone' comments? Numbers are below where they guided last time and so the market discounts the possibility of downgrades to come later in the year. If you trust the reasons given for the slow start then it's a buy for the catch up, but the fall in recent weeks and today is an understandable market reaction.

[casholaa] 25/4/2024 10:10

Seen this a few times here. Mentioned it a while back at risk of criticism. It's a rollercoaster. One of my entry point stops kicked-in this morning. Safety first for me. Been here too long to start going in and out.

[gregmorg] 25/4/2024 10:05

Golly gosh, shake, rattle and roll--reminds me of my formative disco days! You either believe the company that there are a couple of near term temporary trading issues in sectors , or you you don't- you read more! I happen to believe, so we will see.

[pngasef] 25/4/2024 10:04

Blue finish anyone??

[dealy] 25/4/2024 09:16

down sharply on a) good results and b) very low volume.looks like a buy

[dealy] 24/4/2024 19:16

Good summary Gregg. Pension funds are there own worst enemy

[pngasef] 24/4/2024 15:03

Q1 update tomorrow folks.

[gregmorg] 23/4/2024 14:49

Well Dealy,
Overall you may well be right re US valuations versus UK valuations. Certainly, David Schwimmer CEO of LSEG Group Plc (of which the London Stock Exchange is a small part) has also stated very similar sentiment.

However, this hasn't stopped the UK media( plus others) and many UK companies and senior executives indicating otherwise and expressing frustration,if not actually indicating they are actively looking at possible relocation. Obviously there can be several agenda's here , and that I accept.

Unfortunately those intimately involved with markets seem not to be able to address the issues very well. Possibly, its just this stage we have reached within a normal stock market cycle although the bigger and more liquid market place argument is powerful. As an ordinary investor here I just find it very frustrating.

[dealy] 23/4/2024 10:32

it's a myth that US listings get a better valuation. Look at Intel and Pfizer - both at very low valuations. Also, US small caps are basically as bad as UK ones

[gregmorg] 23/4/2024 10:03

Purely speculation on my part but I do wonder whether the change in listing status ,resulting in a lesser UK market status is causing a near term outflow of UK investors. What it does for Indivior's UK indices standing I just don't know. Maybe it also takes time for the US Nasdaq main listing investor base to develop let alone build up a US indices momentum .Hence little current forward optimism.

Anything else well ,we will soon find out!

The early half US Nasdaq additional listing has, of course, been a complete dud-- well, for the majority of investors anyway! At times I wonder what quality of capital markets advisers these chaps have-let alone in house stock market awareness!

[youngers] 19/4/2024 09:53

Hopefully so. Have seen a few guidance upgrades as part of Q1 results in prior years which would be nice. Longer term this is still a cracking buy so I’m happy to hold through the volatility

[pngasef] 19/4/2024 09:21

So annoying that this is dropping on a daily basis on low volume. I bet the results next week please, and we rise back to where we were only a few weeks ago......yuck.

[casholaa] 12/3/2024 09:51

Jeffries has also raised its target from 2165p to 2390p

[gregmorg] 12/3/2024 09:34

Reports of quite a positive write up in the US Journal of Clinical Pharmacology on OPVEE® which apparently rapidly reverses opioid-induced respiratory depression, which is the major cause of deaths due to opioid overdose.Might have thought the Company would get it more publicity. Last results presentation talked of Opvee $150 -$250m potential revenue so will be nice to see in time.

[casholaa] 04/3/2024 11:28

Well we're still close to the update that just passed so you'd think if there was an iceberg they'd have told us. Without more I'm just going to proceed on basis of market fluctuations for whatever reason.

[pngasef] 04/3/2024 10:58

Blue finish anyone?

[youngers] 04/3/2024 08:35

US close price of $23 is £18.16 so almost 10% difference to U.K. price now. Looks like the gap is closing though.

Some idiot got robbed this morning I think

[casholaa] 04/3/2024 08:32

I think that it depends on whether there are any limit orders below or not and whether they get lowered. I think that, that's how flashes like this occur.

[youngers] 04/3/2024 08:29

Strange open today. US closed about 50p up so this then goes down on no news?