Abcam Share Discussion Threads

[bulltradept] 10/9/2018 10:20

Is that all...?

[sampsun] 10/9/2018 09:55

Fingers crossed up 3.3k so far

[slogsweep] 10/9/2018 09:28

campbed

pe 71 was based on last years figures

Find all the adjustments to this years too confusing to compare with my figures from last year, 46 or 71 its still a demanding PE and any disappointment will be punished by market.

Still happy to hold long term

[sampsun] 10/9/2018 09:15

Started buying in. Results weren’t that bad. The sellers should run out of steam shortly.

[campbed] 10/9/2018 08:47

Slogsweep #55

At £15 share price and eps of ca 32.4p the PER is about 46 not 71.

At 30% growth rate that’s a peg of about 1.5.

Adding in AiM IHT premium, imo the teenage scribblers are wrong as usual.

Happy to hold this AiM stock.

[tsmith2] 10/9/2018 08:43

support at £10, given mood of market, I think will be tested

[monions01] 10/9/2018 08:34

I was looking at the Stockopedia Broker consensus which is showing as 66.8M - so it looked like a small beat. But now I've looked elsewhere looks like broker forecast was 79M. not sure where Stocko has this wrong, unless they are talking about post-tax.

[tsmith2] 10/9/2018 08:28

Yes, if that's the P/E v big premium..

[monions01] 10/9/2018 08:28

Ah - thanks for that.

[slogsweep] 10/9/2018 08:26

Big miss on profits by £10m, when PE is high on 71 market reaction understandable.
Still think its a good long term bet will probably add when price stablizes

[monions01] 10/9/2018 08:24

What did I miss in the results? All look good and a good forward looking commentary. They have said EBITDA margin would fall from 37% to ~36% - does that warrant a 18% fall?

[jgoold] 10/9/2018 08:20

Thank goodness for my stop loss!

[campbed] 10/9/2018 07:27

V good annual results today. Great success story.

[malcontent] 31/7/2018 10:14

this has been SUCH a stellar performer over the years
I could have put my whole investment pot into this one back in the day, never looked at the internet again, and got filthy rich.......ahh well, at least I put SOME of my money into it

[lancasterbomber] 31/7/2018 10:05

Lots of very small trades

[jgoold] 31/7/2018 09:33

Just bought this a.m.at £14.04. Benn watching awhile now. Good vol early on

[lupins2] 31/7/2018 08:18

Big jump today----any idea why? GLAH

[bulltradept] 12/7/2018 10:30

Hi EJ, Yeap I get that as a personal circumstance, but it's within 10 - 15% of its all time high the position seems unassailable and ABC mgt do what they do.

[malcontent] 12/7/2018 10:24

never nice to see paper profits dip....but you have to agree that ABC has been one hell of a hold/buy on dips share for years now- I don't see any evidence that that situation has changed to date

[bulltradept] 12/7/2018 09:57

I don't agree, still in an up channel as it has been for years, if it breaks below £10.00 I might agree, but until then.