Beximco Pharma Discussion Threads

[outsizeclothes.com] 28/10/2022 15:54

3p Divvy, 10p earnings, almost the same in Free Cash Flow, and trading at more than 10% below net asset value for a growing company.
What's not to like here?

[outsizeclothes.com] 17/10/2022 09:43

In all their press releases BXP say that they have and are constantly trying to get and maintain FDA approval for their manufacturing facilities. GMP is in place. We sell some generics into the US market, and the EU, and are trying to get more.
Purchases like the Sanofi portfolio would be suicidal for us if we didn't have and maintain GMP.
I believe that the Company will be aware that its products will be monitored/checked on a regular basis in ALL it's export markets, so it won't risk any shoddy practices or dangerous short-cuts.
The fact that several Indian manufacturers have now been caught out, and that, to my knowledge, no Bangladeshi Company ever has, might actually improve our chances of competing against them globally.

[arlington chetwynd talbott] 17/10/2022 00:13

I have never had even a hint of anything like this here:hTTps://www.bbc.co.uk/news/world-asia-india-63226055and I hope I never will, because that would be it for me and BXP.

[arlington chetwynd talbott] 07/10/2022 13:44

Hoping to join you in the not too distant future.

[neil1pat] 06/10/2022 23:19

I bought £5000 more for my SIPP

[3800] 09/9/2022 12:23

Hi microscope, I had read those post but wouldn't have described them as "fund rule changes" more brokers changing their own rules to make life easier for themselves. However like you say on very thinly traded stocks like BXP just a few trades can make make quite a difference to the price. If it had been me affected I would have moved my ISA to a different broker maybe those affected have done.
3800

[microscope] 09/9/2022 11:41

3800, see posts 759-764, mainly ISAs that seem to be impacted.Not sure if this refers to other overseas stocks, dual-listed or otherwise.

[3800] 08/9/2022 19:29

what fund rule changes are you refering too microscope?
3800

[microscope] 08/9/2022 17:32

Yes I'd like to buy a few but concerned about the automatic sale of shares on/after 15th as fund rules change, according to other posters here.I'm almost sure some people won't realise until too late and there could be an artificial overhang.Genuinely hope I'm very wrong!

[leopoldalcox] 08/9/2022 17:17

Discount for UK shares must be enormous at the moment

[grindnship] 08/9/2022 08:56

Interesting price action at high volume in Bangladesh.. no news though.

[winnings1] 03/9/2022 08:02

If looking for a defensive stock, l consider BXP top of the range.
I hardly ever recommend a particular share to family and/or friends,
but I feel comfortable recommending BXP, especially so at current large
Discount on the prevailing Dhaka Stock Exchange price.

[outsizeclothes.com] 25/8/2022 19:04

some of mine in II isa. Nothing about shifting as yet.

[pyemckay] 24/8/2022 16:57

not allowed in halifax or iweb ISA either.

I hold mine in ajbell SIPP.

[cb7] 22/8/2022 06:43

I have some in a youinvest/ajbell isa

[mfhmfh] 21/8/2022 11:12

Thanks everyone

[3800] 21/8/2022 10:24

I hold mine in a ii ISA they haven't notified me (yet) that they cannot be held in an ISA. I have no idea what HMRC rules ig and HL are refering too.
3800

[toadhall1] 21/8/2022 10:11

It’s been the case for HL for several years. I’ve always had to buy it outside of the ISA. Although longer term HL holders had reported that their holdings were still in ISA. That HMRC explanation is consistent with what HL had told me when I questioned why.

[mfhmfh] 21/8/2022 09:46

I hold BXP in my ig.com ISA.

I've received an email from ig.com stating this share is now ineligible to be held in an ISA according to HMRC rules.

I need to sell it by 15th September or it will automatically be sold.

Has anyone else received anything like this?

[winnings1] 05/8/2022 07:34

BXP is just about the only stock I dare recommend to family and friends.
Operating a a defensive sector (pharma) and growing profits year on year,
and, most importantly, share price advantageously low. We are living in
uncertain times, but one thing is certain, medicines will not go out of
fashion!

[outsizeclothes.com] 06/7/2022 15:57

Agreed Winnings
I currently have a buy order in for 10k at 66, but it hasn't filled.

[winnings1] 05/7/2022 17:21

Outsize : The fact remains that the shares are at half price here. Entitled to the
same dividends, but not voting rights. I never vote, so that is not issue for me.
I think, the dividend this year is likely to amounbt to 5% yield on the share price.
I hold a good number of shares, I am tempted to buy more, although that would be going over my self-imposed limit on investment in a single stock.

[pyemckay] 04/7/2022 15:17

must be yielding 5%+ at this price too.

[winnings1] 04/7/2022 15:03

Share price gap between here and Dhaka Stock Exchange currently ridiculously
high at fylly 50% today). Either the Banglasdesh based investors buying at dounle
our price are stupid or we are not so clever at selling the shares at half price.
The gap is bound to narrow - up the way for us I would think.