Benchmark Share Discussion Threads

[dan_the_epic] 04/11/2017 12:03

Yep, but that's the way to value a company like this, surely. It's not the sole pioneer in its field and, unlike a biotech, the end markets here are generally much smaller

Might be missing something obvious ?

[john09] 04/11/2017 11:52

You mean the martket cap vs profit? Yes I think that's why I liken it to a biotech.

In 2013 it listed at 64p but the share price opened at 75p and was £1.45 within days.

Like I said not necessarily one to trade but stick it away I think it'll move nicely

[dan_the_epic] 04/11/2017 11:49

Valuation here is still mental though

[john09] 04/11/2017 11:45

Yes I've not bought it to trade but looks like it's bottomed out. Reminds me a bit of a biotech company with plenty of R&D and future promise. Actually I think it'll get taken out judging by the pipeline of products at various stages of development. I think it's a buy and hold til it's taken private.

[wskill] 04/11/2017 09:19

Think where we are now is a decent entry point bought a good few for my SIPP a few weeks ago what will a penny or two matter in the long term.
we have had an update on the current trading which will be in line the below taken from the update on 08.09.17, Looks good to me .

Overall performance across the Group has been good, with strong growth in sales in the Breeding and Genetics Division, and improved market conditions for the Advanced Animal Nutrition Division in the second half.

[john09] 03/11/2017 14:32

Looks like my order filled . I'm in

[john09] 03/11/2017 10:11

I'm looking to buy some of these.

- What are people's entry points out of interest?
- What do you see as the potential share price catalysts in 2018?

[nw99] 30/10/2017 12:16

SCSW very bullish on this

[bikwik] 30/10/2017 09:10

Story in the independent today:

[dibbs] 30/10/2017 07:19

Decent RNS this morning coupled with a positive write up in this weekend's SCSW might see a bit of upwards movement today.

Dibbs

[phowdo] 17/10/2017 09:25

Advfn missing the RNS this morning:

RNS Number : 7497T
Benchmark Holdings PLC
17 October 2017

Benchmark Holdings plc
("Benchmark" or the "Company")

New Vaccine Facility Delivers first Commercial Scale Production

Benchmark today announces that operations commenced at its state-of-the-art vaccine antigen production facility in Braintree, UK on 29 September 2017. The £17m Biotechnology Building has processed its first commercial-scale batch of antigen, which will be used in a number of new aquaculture vaccines in Benchmark's product pipeline.

Work on the final validation of the facility to ensure compliance with EU Good Manufacturing Practices (GMP) is underway and once fully licensed the increased capacity will allow the Company to significantly expand the number and range of vaccines it produces.

The 2,500-square-metre facility is set to be one of the most capable EU GMP antigen production facilities in Europe.

Malcolm Pye, Benchmark CEO, commented;

"This is a significant milestone for Benchmark. The new facility provides the foundation for the large-scale antigen manufacture and testing of our new pipeline products, and represents the engine room through which our ground-breaking products can be delivered on a large commercial scale."

[martincc] 17/10/2017 09:10

17TH OCTOBER 2017
Benchmark today announces that operations commenced at its state-of-the-art vaccine antigen production facility in Braintree, UK on 29 September 2017.

[dibbs] 17/10/2017 08:44

Looks like someone is picking up a bit of stock again today after a few quiet days. Dibbs

[dibbs] 11/10/2017 20:54

Slightly old news but worth a read.



Dibbs

[albanyvillas] 11/10/2017 13:04

last MM at 45p, then its 47 to buy

[ilovefrogs] 11/10/2017 10:18

It would appear that there is a genuine lice problem in salmon farming which is hurting yields, and old treatments have ceased to work effectively. the Firm to come up with the next groundbreaking treatment which works will make a ton of money here. Can't guarantee it'll be BMK, but they have been developing a new product here, and they definitely have a shot. Probably no coincidence that Ferd is a Norwegian Company and hence will have good knowledge of salmon farming, given that Norway leads the world in this area. Exciting stuff!

[larva] 11/10/2017 09:30

Bid from Ferd at 90p do me. Mighty fine

[larva] 11/10/2017 09:29

60p next then 80p

[bikwik] 11/10/2017 08:28

I suppose it could have been the seller re those two lots which almost totalled 5 million.

[bikwik] 11/10/2017 08:26

Posted this yesterday on my thread:

Well we now know who bought 5 million BMK shares today.....FERD AS....

From Linked in

Ferd is a family-owned Norwegian industrial and financial group that is an active and long-term owner of strong companies with international potential and carries out financial activities through investments in a broad range of asset classes. In addition to the group’s purely commercial activities, Ferd has an extensive involvement in social entrepreneurship.

Ferd is made up of six business areas; Ferd Capital, Ferd Invest, Ferd Hedge Funds, Ferd Special Investments, Ferd Real Estate and Ferd Social Entrepreneurs.

Don't know about the other two lots of 4,330,000 and 669,224 shares, maybe it was them as well. They now have 17.6% quite a chunk!

Watch this space!

[opodio] 10/10/2017 19:21

Genus cud bid

[cumbrian2] 10/10/2017 16:19

yeh, bought back in yesterday and today - hopefully will go on a decent run and the new lice treatment trials will start before the end of the year.

[exbroker] 10/10/2017 16:13

Looks like the or a seller clearer out today Numis giving them a push, about time.....

[nimrod22] 03/10/2017 08:24

SORRY wrong share