Benchmark Share Discussion Threads

[murdo mcsponge] 29/11/2021 09:33

Figures good enough for you cordwainer?

[murdo mcsponge] 27/10/2021 18:46

The Stock Market is a device for transferring money from the impatient to the patient.

W. Buffet

[cordwainer] 27/10/2021 15:29

What a lack-lustre share it seems over the past 7 years, although I've only been following / holding since July. I get the feeling it's permanently overlooked because maybe it's a somewhat unglamorous non-trendy industry.

^ btw, i like using "imho" sometimes because i know i'm not God's gift to company share analysis.

[cloverf] 18/10/2021 17:53

Murdo Laddie, calm yourself. Your misplaced relief is palpable - give it 48 hours and you’ll be back in the doldrums. IMO there is worse to come.

[edwardt] 18/10/2021 17:24

Haha imho I concur!

[murdo mcsponge] 18/10/2021 07:51

Well CloverF IMHO I was spot on!

[paleje] 18/10/2021 07:39

Things looking up per this morning's RNS, will it reflect in the sp, it should.

[murdo mcsponge] 15/10/2021 13:10

Oh dear! Did you get out of bed on the wrong side this morning?

[murdo mcsponge] 15/10/2021 06:56

Oh dear! Did you get out of bed on the wrong side this morning?

[cloverf] 14/10/2021 22:54

‘IMHO’ most irritating and stupid acronym ever - it suggests you may also have dishonest opinions. Apart from the fact you have a vested interest with your shares what do you base your view of excellence on? In the real world this is a hopelessly managed, lame duck, surviving on long past years of commercial good fortune, flogging a past it’s sell by date pesticide. Someone who has a clue should take them over and put them out of their misery. Who knows even Murdo the eternal optimist may get something for his pittance.

[murdo mcsponge] 14/10/2021 16:10

IMHO this is an excellent Company which is focusing on and providing solutions in a crucial area of Aquaculture - Risk Management. As such, I don't believe it has a lot of competition. Aquaculture is one of the growth industries of the World, so I believe it has a big future. I have circa 150,000 shares.

[cloverf] 14/10/2021 15:56

New product launched. Revolutionary treatment that allegedly removes all traces on pesticide from treatment water. This stock should be 🚀 Would someone care to explain what is wrong at mill?

[murdo mcsponge] 09/9/2021 14:04

No need for Govts to "mandate" it. If it works, the farmers will buy it. They can't afford not to.

[edwardt] 09/9/2021 12:29

the reality if it works - it should be mandated - my only concern is that the likes of vietnam govt are not going to mandate this till it is too late.

[edwardt] 09/9/2021 12:28

i guess that would stop need for anitbiotics in feed which would not only save costs but potentially save the planet!

[murdo mcsponge] 08/9/2021 19:17

That's been my belief. If they have come up with either disease resistant shrimp, or a way of stimulating something akin to an immune response, I believe that would be a serious winner with a very big market. I thought that Shrimp didn't have an immune response, and I did ask Malcolm Pye about it at an AGM about 3 or 4 years ago, and he indicated that while they don't have the sort of immune system that we recognize, they do have some sort of system for fighting off infections. If BMK have something, the market should be enormous, and it's one of the main reasons BMK is the biggest holding in my Portfolio.

[edwardt] 08/9/2021 18:29

Anyone know much about the disease resistant shrimp? Surely this could be a big part of the business if effective...

[edmonda] 02/9/2021 07:37

Investor Webinar recording now available!

We hosted an investor webinar on 1st September with the management of Benchmark Holdings. Trond Williksen, CEO, and Septima Maguire, CFO gave investors an insight into the financial and operational results for the Q3 period, shared views on their outlook and took investor questions.


You can watch the full recording on the link below. Total video length 26 minutes.

[cordwainer] 23/8/2021 15:46

Q3 results due tomorrow according to google finance - but i suspect it will be 7am on morning of Webinar ?

[cloverf] 05/7/2021 15:07

Sounds great but two bogeymen on the horizon. The first, it is quite probable that the MRL will NOT get sanctioned. Secondly, the CleanTreat system is yet to be evaluated and will not meet current validation requirements. I’d advise extreme caution.

[edmonda] 05/7/2021 07:48

Norway’s Medicines Agency (NoMA) has approved Benchmark Holdings’ parasiticide BMK08 (imidacloprid) - to be branded Ectosanâ Vet - for the treatment of sea lice in farmed salmon when used with its CleanTreatâ water treatment system. Norway is the largest producer of farmed salmon globally and will be the initial focus of Benchmark’s commercialisation efforts. Ectosanâ Vet can only be sold with the CleanTreatâ water purification system, which has been developed in parallel to prevent environmental contamination of the ocean. Two CleanTreatâ units are ready for the launch and up to five may be required to service the Norwegian salmon farming industry. Each CleanTreatâ unit may generate sales of c £10m/year at full utilisation, so this new technology potentially represents a major contributor to revenue and EBITDA.