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BPK Bespak

667.00
0.00 (0.00%)
18 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Bespak LSE:BPK London Ordinary Share GB0000946276 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 667.00 0.00 01:00:00
Bid Price Offer Price High Price Low Price Open Price
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 667.00 GBX

Bespak (BPK) Latest News

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Bespak (BPK) Discussions and Chat

Bespak Forums and Chat

Date Time Title Posts
20/6/200721:59Director buying at Bespak..have we reached the bottom?127
28/2/200211:25short sale1

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Bespak (BPK) Most Recent Trades

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Bespak (BPK) Top Chat Posts

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Posted at 20/4/2007 09:08 by playtime99
Anyone care to comment on the recent price drop at BPK, is it solely due the reported slow take up of Exubera, or is the recently announced acquisition partly responsible ... are they overpaying?

Thanks for any contributions.
Posted at 19/1/2007 19:54 by tuning peg
This has always been a solid if unexciting business with good management. The CFC inhaler market decline will hopefully be offset by non CFC inhaler sales plus Exubera (if we share the company's optimism). More interestingly in my view is the sea change in the company's ambitions e.g. doubling profits in five years and hinting strongly that they will achieve this through acquisitions rather than relying on organic growth. At least the management have put their necks on the line and we must salute them for this.

My real concerns are that it has always been a cash rich company. With the acquisistion of King the war chest has gone and the company is now in debt. Further acquisitions will ramp up debt so the pressure is on to make some quality acquisitions. Additionally we need to be mindful that King has increased the company's dollar exposure and in the current £/$ rate environment this could be a drag on profitability. The flip side of course is that future $ acquisitions become much cheaper and I suspect that given Throdahl is American with prior experience of the US pharma / medical devices market he centre his focus in this area

For what it is worth I am in pretty big on BPK and I am fully intending to hold and will look to buy more on any weakness but given the rises over the last 2 days it might be lucky if I get back in sub £7 at this rate.
Posted at 11/9/2006 16:24 by tiltonboy
c2i,

I've taken profits on BPK, selling the last lot at 672p, just over a week ago.

Whilst I think there might be more in it, I am happy with the % gain, in a relatively short space of time.

There are a couple of cautionary comments in the statement, so better to bag the profit.

tiltonboy
Posted at 11/9/2006 16:08 by contrarian2investor
I wonder if today's new rise in down to more institutions coming on board or is has BPK been tipped somewhere? Any news fellow holders?

Thanking you in anticipation of your reply

c21
Posted at 31/8/2006 17:36 by contrarian2investor
tiltonboy,
sorry that I didn't reply earlier.


My reasons for my earlier speculation is thus: Bespak is the leader in the UK of inhaleable products, Glaxo have already made a massive investment in BPK's product line. They (Glaxo) need additional revenues, so what better way than taking this nice little cash cow in-house. If you look at recent purchases by Pharma companies they have mainly been bios. So BPK is in an interesting position.

Today we have had another nice rise to a five year high and Barclays have been buying up their holdings again over the past 2 months. So BPK should breach £7 before 2007. Then the sales will really kick in during 2007 and others will start touting them, so watch this space.

All in my humble opinion.

DYOR.

By the way Tiltonboy do happen to hold BPK shares?

Your's with integrity,
C2I
Posted at 07/6/2006 20:14 by tiltonboy
c2i,

Bespak make consummables not drugs, so I can't see Glaxo or a pharma buying them.

If you want an interesting little bio that could get taken over have a look at HML. They have an application for a multi billion $ market, and are finalising the terms of a licence to a US pharma.

If you look at what price AZN paid PTI for one of their products, and what price Novartis were willing to pay for NTP who currently have no turnover, then HML could be an interesting little bet.

As always DYOR.

tiltonboy
Posted at 07/6/2006 18:33 by contrarian2investor
Well I'm not going anywhere until Glaxo make a move. In light of the fact that the big pharma's appear to be buying the small/medium size biotech for future growth. Eventually BPK will be snapped up. In the meantime it has been a relatively safe port in the storm.

c21
Posted at 19/4/2006 09:07 by felix99
Hmmm . NICE have rejected Exubera for the NHS last night. Wonder if it will have an effect on BPK . They make the inhalers and have a royalty deal with Pfizer. Must be a potnetial £100m sale down the swanny for a bit. They earn 15% royalty I beleive.

Anyone know if that is on top of production costs or essentially an all inclusive price?
Posted at 02/2/2006 11:48 by ved
I read a comment by Bridgewell Securities (reported by InvestorEase) that they suggest selling the stock as it stands at 30% premium to rivals and it will take some time for benefit from Exubera to show. This may be reason for the drop in price IMO. Any comments from other holders of this stock will be welcome.
Posted at 19/1/2006 22:01 by tiltonboy
Ved,

If you are online tomorrow morning I will tell you who is on the offer and in what size.

The problems are being caused by the decision of the LSE to move a large number of stocks to SETS MM. The marketmakers are no longer willing to make prices in any size, and the spreads have widened markedly. If you go on the board yourself, somebody puts an order in inside your price in just a few shares.

I had orders to buy the stock when the shares were around 485p, but I had enormous difficulty in dealing, on what I considered to be a sensible spread.

tiltonboy
Bespak share price data is direct from the London Stock Exchange

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