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Share Name Share Symbol Market Type Share ISIN Share Description
Benchmark Holdings Plc LSE:BMK London Ordinary Share GB00BGHPT808 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 39.45 38.00 40.90 - 330 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 125.1 -9.2 -1.9 - 278

Benchmark Share Discussion Threads

Showing 1026 to 1047 of 1050 messages
Chat Pages: 42  41  40  39  38  37  36  35  34  33  32  31  Older
Q3 update: Positive outlook in uncertain times See full details in our new note: Summary Benchmark’s results for the FY22 Q3 (April-June) period showed robust sales plus adjusted EBITDA (AEBITDA) growth and confirm a positive outlook, particularly in the important genetics and advanced nutrition businesses. Medium-term financial guidance, issued only in May, was reiterated, something that represents a positive element in the investment case given current heightened economic uncertainty. Benchmark’s status as a key player in the global aquaculture industry should be a defensive attribute and it also confirms low exposure to spiking utility costs - an additional attractive feature in the present energy crisis. We recently revised our valuation principally to reflect the changed macro-economic (inflation/interest rate) environment and, while this has deteriorated further since this was carried out in June, we do not consider there is yet a need to change the valuation. Thus, we are maintaining the current valuation of £478m (or 68p/share), which is struck on the basis of a 12% weighted average cost of capital and 3% long term growth rate.
Big wadge of stock moved today. That's £1.73 million quid's worth.
murdo mcsponge
Well if i knew I would tell you!
Why the sudden price drop? Does somebody know something that the rest of us don't?
murdo mcsponge
New research report (free access): "Financial update highlights strong outlook" Benchmark reported a fourth sequential quarter of revenue and AEBITDA profit growth in the January-March (Q2) period, highlighting the continued favourable trends in its three business areas. The group has, so far, been largely unaffected by the post February economic shock and maintains that it continues to have a strong outlook in its important salmon egg and nutrition businesses for the remainder of the year. Key points to note include: Q2 results: revenues were up by 29% at £39.3m, reflecting strong growth in the three divisions of Nutrition (+16%), Genetics (+20%) and Health (+390%). These were broadly consistent with or ahead of our expectations. Safe haven status: Benchmark’s alignment to the aquaculture segment should mean it is largely insulated from economic disruption caused by the Russian invasion of Ukraine and associated sanctions. Balance sheet: Benchmark has a strong balance sheet with cash of £46.2m and net debt of £81.4m on 31st March, which is a positive element in the investment case. We expect the company will look to refinance its NOK855m bond in the second half of 2022. We have also revised our DCF-valuation to reflect forecasts and now assume a higher cost of capital more appropriate to the current inflation/interest rate environment. Our model yields a fair valuation of £478m or 68p/share, versus the current 51p level. Link to full research report:
Haha - prefer benchmark oil exploration and peace enabling plc this year
Maybe they should change the name to Benchmark AI Ed? Although that is a bit 2020/1....:-)
i like the partnership using ai to detect sea lice. apparently current checking is very manual!
"The more they're worth the tighter they are!"
murdo mcsponge
probably loose change for trond
Another insider buy today, and possibly a more indicative one of where The Company is going.
murdo mcsponge
insider buy that is.
ironic how a 35k insider can add more than 35m to bmk's market cap.
Reads pretty well to me. Like the inclusion of clear targets too.
Save the Date! Investor Presentation - 18th May Benchmark Holdings plc, the aquaculture biotechnology company, will be conducting an investor webinar following publication of their Q2 and Interim results. The online presentation will be hosted by Trond Williksen, CEO, and Septima Maguire, CFO. This event will take place at 2.00pm on Wednesday 18th May. The webinar is open to all existing and potential shareholders. Questions can be submitted during the presentation to be addressed at the end. Sign up here:
It's interesting to note BMK's strong cash position: "Cash of £50.6m and Liquidity (cash and available facility) of £61.6m as at 21 February 2022" Considering the buy-&-build strategy employed by BMK, then OTAQ, which has BMK founder Malcolm Pye as a director, could be a potential BMK takeover target. In fact, at its current share price of just 20.5p OTAQ looks a sitting duck for a BMK takeover attempt, and looks a prefect fit. Thought I think that it would have to pay at least double or treble OTAQ's current share price to succeed. "Malcolm Pye Non Executive Director Malcolm founded, and from 1999 to 2019 was Chief Executive of, Benchmark Holdings plc ("Benchmark"), the world's leading aquaculture health, nutrition and genetics business. Malcolm has over 35 years' experience in international agribusiness through his various roles at Hillsdown Holdings (then HMTF Group), and through building Benchmark from the initial start-up into a major international aquaculture technology business serving the global salmon, shrimp, tilapia and farmed fish industries. Malcolm focused Benchmark's activities on animal health, breeding and genetics, advanced nutrition and knowledge/technology delivery and led the flotation of Benchmark in 2013, maintaining a lead role in investor engagement." HTTP://
hedgehog 100
#BMK Benchmark’s recent Q1 FY22 results highlighted strong operating trends in its three business areas and a positive outlook in key end-markets, especially farmed salmon. The group’s strong position serving the aquaculture industry should, in our view, insulate it from economic shocks resulting from the geo-political situation and thus make for attractive, safe haven investment. The company has a strong balance sheet and liquidity position following its £20m equity fundraising last year, which we consider will become a more prominent positive element in its investment case. However, Benchmark will have to refinance its NOK855m senior bond, which falls due on in July 2023. Doing so would remove something that may otherwise become an overhang as it approaches the due date. Benchmark will have to contend with significant input cost inflation and will undoubtedly see some knock-on effects from disruption to its customers’ end markets. Although the Q1 results would ordinarily have supported a modest upgrade, we have decided to maintain our current financial forecasts pending greater clarity. These forecasts support a DCF-based valuation of £583m, equivalent to 83p/share.
The reason for this lies with Nomura...principal trade gone wrong when they wound up their prime broking division.
...and the Market Price falls. Strange creatures some investors.
murdo mcsponge
Benchmark Holdings - Q1 Results - Investor Presentation video (22nd February) Trond Williksen, CEO, and Septima Maguire, CFO of Benchmark Holdings plc presented the highlights of their financial and operational performance of Q1 to investors. They discussed insights into the 2022 outlook and answered investor questions around inflationary input costs and utilisation rates of CleanTreat vessels. The full video presentation is divided into chapters for ease of viewing: 0:00:03 Q1 overview and operational highlights (CEO, Trond Williksen) 0:14:02 Financial Review (Septima Maguire, CFO) 0:24:15 Current trading & outlook (CEO, Trond Williksen) 0:28:13 Question & Answer session (with concluding comments) Link to video presentation:
...from a while ago ... Benchmark Holdings issued a trading update earlier in the week. There is continued good momentum across all business areas, FY21 results are expected to be significantly ahead of market expectations. The Group's Adjusted EBITDA for FY21 is expected to be significantly ahead of the current market consensus which is £15.9m. This suggests that the company could even post positive EPS in FY21 for the first time in 7 years. But valuation is not particularly attractive, PS ratio of near 4 is bottom half for the Pharmaceuticals sector. The company ran at a loss for 7 years in a row between FY14 and FY20, there is no rush to buy here. But BMK is quite an interesting company and perhaps a share to monitor for now....from WealthOracleAM
#BMK - save the date! Benchmark Holdings plc, the aquaculture biotechnology company, will be conducting an investor webinar following publication of their Q1 results. The online presentation will be hosted by Trond Williksen, CEO, and Septima Maguire, CFO. This event will take place at 12.00pm on Tuesday 22nd February. Sign up here at the link:
Chat Pages: 42  41  40  39  38  37  36  35  34  33  32  31  Older
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