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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
  +0.00p +0.00% 41.00p 40.00p 42.00p 41.00p 41.00p 41.00p 5,015 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 151.5 -13.7 -0.9 - 228.85

Benchmark Share Discussion Threads

Showing 851 to 873 of 875 messages
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
DateSubjectAuthorDiscuss
10/6/2019
13:27
agreed but it could equally act as a catalyst for a bid from a third party. he would of course be a very amenable recipient of the resultant cash.
edwardt
07/6/2019
14:19
BTW, Woodford Equity Income Fund has 64,469,131 shares in this outfit. Should he need to cash in it could have a (temporary) effect on share price
napoleon 14th
05/6/2019
16:59
after reports of a good H1, plus a proposed NOK bond issue, updated research note published ahead of interims on 25 June. Fair value maintained at 105p / share - well above current levels. Note freely accessible here: https://www.equitydevelopment.co.uk/edreader/?ltkn=%5bID%5d&d=%3D%3DgM5UjM
edmonda
05/6/2019
11:47
jv partner loss came about because the partner got acquired - so hard to blame them for that. investors are on their back about streamlining the business- hence the moves out of certain assets. on the financing - i suspect they will get this away with ease. trading at 0.5% book infers alot of 'write offs' are already in the share price investor base is definitely rotating to the show me rather than the like the concept types. i think this could multi bag with a 10 year view. management must be under the cosh though for sure.
edwardt
03/6/2019
11:30
Would you give them $90m in finance with this track record ? Seriously ?????
outsizeclothes.com
03/6/2019
11:27
Not good at all. I warned in Feb. and earlier that debt is way too high relative to turnover and cash flow, and that amortizing over-expensive goodwill would end up costing them actual cash. So they're showing increased debt, whilst losing a major JV partner (why?) and closed both a shrimp AND a lumpfish site. [ will we see associated write-offs in the next accounts ] And, trotted out as a blase, matter of fact, justifying statement is the [[my paraphrasing]] 'you can expect that we are working in markets where (temporary) surpluses occur, so, defacto, our turnover and profits will be lumpy [and unpredictable]' Serious questions need to be asked, the first being "Do you REALLY know what exactly you're doing?"
outsizeclothes.com
03/6/2019
07:28
“Broadly in line” won’t go down well
john09
31/5/2019
12:25
hope it was not a champagne reception - they need to watch the pennies with our shareholder monies..
edwardt
30/5/2019
13:57
Benchmark’s state-of-the-art egg production unit opened this week in Sørfold, Norway. The new production unit, dubbed “the world’s best facility of its kind”, opened its doors to national dignitaries, local families and international delegates from many parts of the world. Addressing the 250 attendees, Malcolm Pye, CEO of Benchmark, said: “This project is something that is very special and important. We are putting together something that is vital for the future. This is at the forefront of the salmon industry’s development.” Once at capacity the facility will be able to produce at least 150 million salmon eggs a year. But Pye stressed that quality, not just quantity, would be the defining feature of the facility’s production – quality guaranteed by both the equipment and the team that the company has assembled.
tinman
30/5/2019
10:17
The opportunity for @WeAreBenchmark to take control of its JV salmon egg breeding facility in Chile, the number 2 salmon producer globally, is an exciting one. Research note published by equity development, freely accessible here: https://www.equitydevelopment.co.uk/edreader/?ltkn=%5bID%5d&d=%3D%3DAO4UjM
edmonda
24/5/2019
15:32
Look at genus. Problems of African swine flu has been good for them. Same should apply here for lice
edwardt
24/5/2019
12:43
Not necessarily, what they lose through fewer nutrition products might be partially offset by the sell of genetic material ie more eggs.
nedelcu77
24/5/2019
12:15
Big problems with huge algae blooms in Norway (and Scotland) across their fish farms: Https://www.independent.co.uk/environment/salmon-farming-norway-algae-killed-fishing-seafood-council-a8925581.html Not a holder, but wouldn't have thought this would be good news for BMK and its sales of salmon-related products?
rivaldo
17/5/2019
13:09
I have been waiting for 18months for this to go up after failing to sell when it increased by 80%(greed ehy). I have faith it’ll shoot up Very quickly when it does.
btfd497
16/5/2019
15:58
pigs are flying at genus - can fish fly here too pls!
edwardt
09/5/2019
13:04
sod it, i have bought a few . too good a narrative on a multi year basis to ignore.
edwardt
01/4/2019
17:04
outsize - you're right, & I'm happy I didn't "revisit this old girlfriend", deciding to wait rather than buy last Jan or so. BMK needs some hard headed business peeps to make the assets sweat and produce decent ebitda at last... For now it's a biz. for scientific boffins and romantics. As for today's price action......OUCH!
napoleon 14th
26/2/2019
12:50
And if it's being amortised through the P&L, but there's little ACTUAL, POSITIVE cash flow being generated ???
outsizeclothes.com
22/2/2019
16:42
Importance of goodwill simply reflects whether a business is capital intensive or not. If you buy a business with low capital intensity because it's a service business, or the value is in the brand, then you have to pay a load of goodwill. This then has to be amortised through the P@L over time, but you add it back when considering cash flow.
ilovefrogs
22/2/2019
16:02
btw, the chart says that if 50p does not hold on an "end of week", it's very clear air down to 38p with little or no support. If 50p does manage to hold for a week, the immediate upside target becomes 60p
outsizeclothes.com
21/2/2019
12:27
My view on the treatment of balance sheet goodwill appears to be different to ilovefrogs and edwardt. In my opinion, if you buy a business for CASH that includes a lot of goodwill in the transaction, and then write off that goodwill, it shows that you paid too much in the first place. Even if it afterwards becomes a "balance sheet exercise" that "does not affect the Company's actual cash" the Company has the debt incurred with the initial purchase, and carried, that has to be repaid with interest. Having written off £18m, it begs the questions "how much more is to write off?" and "how big a blunder did you make?" Basically, having to write off goodwill at all means, to me, management have overpaid for the goodwill they bought, as it's now obviously not worth the amount they paid.
outsizeclothes.com
19/2/2019
13:33
fair enough but last time i looked return on capital employed is only 2% for bmk it should be near 20 to 25%. Mgmt have had too supportive a share register - tick tock -time to work hard what you got or risk getting the slot would be my message to the board!
edwardt
18/2/2019
17:32
Goodwill is just accounting. It doesn't affect cashflow which is ultimately what drives dividends. Most companies provide adjusted profits which strip out goodwill quite rightly. After all, if you're in a low capital intensity business and acquisitive, you always have goodwill on the balance sheet as the tangible assets of any purchase are negligible. I certainly wouldn't focus on this for benchmark.
ilovefrogs
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
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