Benchmark Share Discussion Threads

[edwardt] 07/7/2020 16:26

divestments make sense to me - time to run this for cash not as an r&d play thing for scientists.

[albanyvillas] 16/6/2020 06:05

Salmon - covid link

[murdo mcsponge] 08/6/2020 11:20

Couple of decent Director purchases advised. Comforting sign.

[murdo mcsponge] 05/6/2020 21:54

There have been some big blocks moving recently. I wonder. Is something afoot?

[edwardt] 03/6/2020 20:42

What caused the spike today I wonder!!

[edmonda] 03/6/2020 16:46

#BMK Genetics division was resilient, ongoing restructuring and cost containment a priority, DCF valuation of BMK is £421m or 63 pence per share

[edmonda] 02/4/2020 16:16

Latest note on BMK and how they're coping with COVID-19 is here:

[edmonda] 09/3/2020 11:32

after the successful raise of £43m and Q1 result, new research is out with increased sales and EBITDA forecasts.
Analyst's fair value rises to £479m, or 72p / share, with product launches and disposals to look forward to.

Click here for free access to note:

[murdo mcsponge] 20/1/2020 15:05

An interesting opinion. On the basis of what information did you form it?

[volsung] 20/1/2020 14:52

Farmed salmon a declining industry. Wouldn't invest in it or eat it

[edmonda] 17/1/2020 10:07

Yes, detailed note from Equity Development

Direct link to it is :

[btfd497] 10/1/2020 17:20

I debated it for a while but sold up as I wanted to free funds for Beyond Meat (BYND) which is gaining massive traction due to the vegan movement + the burgers they make are very tasty! Will keep an eye on BMK as I do think at some point it will go up v quickly.

[murdo mcsponge] 10/1/2020 17:00

For what it's worth, I would not be selling now, and I've been in for over 2 years. I'm down circa 7p a share, but my time scale for this Company was always 3 to 5 years before it would even begin to show its true value. But good luck. I hope you don't end up regretting your move.

[btfd497] 10/1/2020 15:39

Well after being in this stock for over 2 years and missing out on massive gains I have finally decided to the plug at at a 15% loss, hopefully onto greener pastures. Still think it’s a great company but there’s only so long I can wait.
Good luck.

[pugugly] 20/12/2019 10:46

Full Year Results for the Financial Year Ended 30 September 2019

Challenging market conditions led to disappointing performance

[murdo mcsponge] 11/12/2019 17:53

Well, someone's just bought 15 million shares. Pr3esumably it's not to lose money!

[simon gordon] 29/11/2019 07:32

Equity becoming more worthless by the day. The faith shown in this company by investors is preposterous.

[murdo mcsponge] 19/11/2019 15:02

Several more of these big blocks have now gone through. I guess that we'll learn, sometime, what's going on.

[murdo mcsponge] 01/11/2019 15:14

And again today?

[murdo mcsponge] 30/10/2019 10:58

Who sold a big block yesterday?

[rambutan2] 25/10/2019 15:09

Noted that the transactions, in and out, were at 44p.