Benchmark Share Discussion Threads

[gucci] 06/8/2015 09:00

hope to run this winner to previous highs

[gucci] 06/8/2015 08:59

buy at above ask

[nw99] 06/8/2015 08:55

Taken profits good luck holders

[gucci] 05/8/2015 14:58

Nice move up

[hutch_pod] 05/8/2015 09:52

Recent acquisitions are bringing much needed diversification.

[nw99] 05/8/2015 09:24

Totally agree with Woodford buying it will eventually get back to £1

[phowdo] 05/8/2015 08:43

Id agree with nearterm resistance around 80p then 92p area
Longer term it may well return to highs - Woodford still believes in it after all.

[gucci] 05/8/2015 08:38

Really?
I'm no chartist

[nw99] 05/8/2015 08:36

I see some resistance at 80p

[gucci] 05/8/2015 08:35

Heading back to 110p
Added yesterday

[nw99] 31/7/2015 15:33

Chart looking very +pos

[nw99] 28/7/2015 09:17

Bought a few here

[hutch_pod] 23/6/2015 10:19

Whilst i'd struggle to say impressive results, these seem better than feared.

[gucci] 02/6/2015 13:58

next leg up started

[pugugly] 22/5/2015 16:59

Predicted loss making and cash burning for 2+ years - Predicted revenue next year less than HALF of market cap - Why invest at this price (69/72) with a market cap of £96 million (advfn figures) ? - Cash £16.9m as at last accounts.

Potentially no dividend for at least 2 years.

[briangeeee] 01/5/2015 14:44

The downgrade is massive, and worst of all it's in comparison with figures issued only a few months ago to support a huge acquisition and fund raise. At that point the Salmosan business was said to be going surprisingly well.

In my opinion this huge downgrade totally destroys management's credibility, and I'm amazed Woodford has supported the share price. Perhaps he's trying to protect his large holding, and sees value in the pipeline. However, given that not only has the Salmosan been extremely disappointing, but it's replacement now being delayed by 15 months is another huge black mark. I don't see how anything they say can be believed. Obviously the new fish breeding business may be a success, but is it enough?

[simon gordon] 01/5/2015 14:18

nfs,

Not sure how kosher the comparisons are as Equity Development haven't issued an updated note.

Still, going by the Cenkos numbers it ain't pretty. Could get worse if the new products are pushed even further out.

[nfs] 01/5/2015 13:42

Wow that's huge

[simon gordon] 01/5/2015 11:30

Cenkos - 29/4/15:

09/15
T/O - 41.7m
PBT - loss 8.1m

09/16
T/O - 67m
PBT - loss 2.2m

As a comparison prior to the warning, Equity Development - 11/12/14:

09/15
T/O - 63.9m
PBT - 10.6m

09/16
T/O - 93m
PBT - 16.4m

[phowdo] 30/4/2015 16:14

Woodford is in reality quite long - upto 16% now.

[phowdo] 30/4/2015 15:40

Neil Woodford is short, you say?

Sell!


:)

[hydrus] 30/4/2015 15:22

I saw Neil Woodford the other day at a train station in Birmingham. He is quite short. That's the only insight I have I'm afraid.