Bioquell Share Discussion Threads

[chillwill] 08/9/2010 08:43

Nice contract, around the equivalent of 10% of 2009 revenue.

[chillwill] 02/9/2010 23:15

Couple of director buys after results looks promising, I wonder if they're expecting things to pick up as we move into autumn/winter where viruses are more likely to spread through hospitals etc.

[bbluesky] 01/9/2010 15:15

Lots of potential upside surprises from the half-year results.

"The trading outlook for the Group is improving:

We are beginning to see our customers in the US life sciences market start to invest again, although activity in the UK remains subdued. Activity in continental Europe is mixed but we have expanded our routes to market in Europe so would expect to see proportionately more activity; interest in Bioquell's technology from the international healthcare sector continues to increase. Moreover, it appears that our refined and improved selling proposition is helping to generate increased interest and orders in the market; interest in our technology in Asia continues to increase substantially - and we plan to invest further in this part of the world; the JSSED programme is proceeding well and the prospects for a substantial manufacturing contract appear encouraging;we believe that we are well positioned to win one or more CBRN filtration system contracts;TRaC continues to grow and is trading well; and
consolidated monthly profitability is increasing.

We have a strong balance sheet with £3.4 million of net cash and are in a position to continue to invest in the growth of the Group, including expanding our range of innovative products with captive consumables."

And that doesn't include BioxyQuell, for wounds, moving along the regulatory path, the new ENC site or the inevitable growth of fighting "superbugs".

You get a lot of tech for the buck and what is even better is that much of it has been invested in for long periods of time. Much fruit to follow IMO.

[chillwill] 27/8/2010 15:50

Well results look ok in revenue & orders terms; getting the cash in ok despite the usual "challenging conditions" (which most companies use as a disclaimer for poor results lol), however they seem to be struggling to convert that into profit, quite a margin squeeze going on!

Oh well, as long as they're making profit and getting orders they should be able to work on that, hospitals etc certainly aren't getting any cleaner by themselves.

[wes1] 25/8/2010 00:14

pugugly - message 524 "market does not like the delay"

I asked the co date of interims and why there was no mention on Investigate under "forthcoming events"

This is the reply -

"The interims will be announced on 27 August. There has certainly been no delay of the announcement and I cannot comment on where or how Investegate acquire their information, but we have always intended to announce on this date."

[chillwill] 25/8/2010 00:03

I wonder at what point a business like this becomes a takeover target for one of the larger pharmaceuticals? Read something recently on large pharmas struggling to develop much more and the likes of biotechs not getting investment.

Especially if various viruses / HAIs become more resistant to their drugs, maybe they'll look at this sort of thing for income stream for fighting infection.

Just thoughts of course... in reality this stock is 50% down from the start of this year. ouchy.

[bbluesky] 24/8/2010 22:46

Thoughts. Had a longer reply but tech cut me off. Apol. NHS is more promises and accolades than real revenue. BQE is a diversified business and the interims pointed to different issues, TRAC, decontam etc. The stock is kicked like a football by the 2 MMs and I wouldn't be surprised at a shake on results. The share price is the same as it was ten years ago when losing money, but now cash in the bank, bigger business, blue chip clients, proven tech etc. If the tech stands up, then ultimately so will the share price.

[the_doctor] 24/8/2010 19:57

'IMO good solid business'

I guess the concern is that the NHS will cut back
Thoughts?

[bbluesky] 24/8/2010 19:30

On the previous decline there was more than a smack of insider trading.Once bitten twice shy and perhaps depending on how it pans out these odd movements could be reported as a question to be answered. This has always been an extreme stock with only two marketmakers who treat it like a yo,yo. IMO good solid business with lots of cash and value that in the long term has many strings to its bow, with very conservative management.

[pugugly] 24/8/2010 17:10

Market does not like the delay - Down heavily 13%, spread widened to 82/92. MM's do not appear to want to trade.

Anyone heard any rumours ? Very odd at Level 2 as seems to be a lot of buying at some 90p ULESS of course a big dump in progress.

[wes1] 23/8/2010 13:13

just checked with co - 27 August 2010

[chillwill] 18/8/2010 11:56

On the website it just says August... I see it was on tuesday 18th last year?

[ukinvestor220] 18/8/2010 09:09

ok no interim then. maybe next day ??

[chillwill] 17/8/2010 13:40

After the trading statement I'd guess the market isn't expecting anything too good?

[ukinvestor220] 17/8/2010 08:25

interim tomorrow - what will the surprise be

[chillwill] 11/8/2010 18:16

Hi MM,

I heard that on the news last night, kind of worrying isn't it! (Not for BQE sp, but for health in general). Although it may just prove to be an over blown press release as usual lol.

Suppose if its resistant to antibiotics they better start calling BQE for some cleaning! Might have to pick up some shares for the long haul. Shame recent statements haven't been too optimistic.

[money multipier] 11/8/2010 12:10

Surely this news has to raise BQE profile again?

[wes1] 04/8/2010 11:30

July 31 2010

A hospital stroke unit has been sealed off after being attacked by a fresh wave of a potentially killer bug.

The outbreak hit five patients on the ward at the University Hospital of North Staffordshire and was so severe a specialist company had to be brought in to treat the area with a powerful chemical.

Cases of the C-diff infection have also been recorded on three other wards at the same hospital which will also need to be deep-cleaned.

They brought the total number of sufferers to 28 for June, compared to 20 in May, and officials have now re-opened part of an isolation ward to stem the increase in the infection.

It has also prompted a top-level review of the trust's policies for containing C-diff.

The level of the infection was revealed at a hospital board meeting yesterday.

Hospital chairman Mike Brereton said: "Despite these figures, we are sticking by our overall target of eradicating all avoidable infections by the time we move into our new hospital in two years' time."

The stroke unit on ward nine has one of the best survival rates in the country, but was shut for nearly a week after the outbreak.

Patients had to be transferred to ward six while experts from Hampshire-based company Bioquell used hydrogen peroxide to blitz the bug.

The other affected wards are 84, 86 and 123 where routine cleaning has been now stepped up and deep cleaning is being planned.

In the last financial year there were 276 cases of C-diff at the hospital, fewer than the Government-issued maximum of 348 incidents.

As numbers of cases fell last year hospital bosses felt it was safe enough to close its isolation ward, 122, and revert to a previous practice of nursing patients with the bug inside rooms of stricken wards.

But they have now reopened a four-bed bay and two single rooms on 122, because cases rose again resulting in the hospital being criticised by North Staffordshire Coroner Ian Smith who revealed C-diff was involved in a rising number of deaths he investigated.

Chief Nurse Liz Rix, pictured, said: "We are getting a high level of C-difficile cases with a number of wards identified as having clusters of two or more cases.

"Reducing this continues to be a high priority as we ensure policy, process and practice standards are maintained.

"We are to look at C-Diff across the whole organisation and report back to the trust executive."

A report from the Hartshill complex's infection control team showed two patients also fell ill with the other main superbug, MRSA, last month.

A clinical investigation concluded that in one of the cases an elderly man caught it from medical equipment used in a heart procedure.

[atflores] 02/6/2010 17:18

This should help a bit:
'
NHS hospital infection rates go online

Infection figures for all hospitals in England will be published every seven days, government announces'

[kimball808] 17/5/2010 20:49

Which seems to have added a little strength to the SP

[kimball808] 16/5/2010 21:01

David Schwartz mentions BQE in weekend FT

[the_doctor] 16/5/2010 18:07

well, looks like my view of 90p being a bargain price was right!

[ukinvestor220] 14/5/2010 09:59

Nice big healthy director buys (Chair, CEO, and COO/FD) reported today from yesterday:

On 13 May 2010, Mr Nigel Keen, Chairman of BIOQUELL PLC purchased 27,270 shares at a price of 110p per Share. Following this purchase Mr Keen now owns 62,270 Shares, representing approximately 0.1% of the Company's issued Share capital.

On 13 May 2010, Mr Nicholas Adams, Group Chief Executive purchased 45,000 Shares at a price of 110p per Share. Following this purchase Mr Adams now owns 795,000 Shares, representing approximately 1.9% of the Company's issued Share capital.

On 13 May 2010, Mark Bodeker, Chief Operating Officer and Finance Director purchased 18,000 Shares at a price of 110p per Share. Following this purchase Mr Bodeker holds 79,261 Shares representing approximately 0.2% of the Company's issued Share capital.

[paragon157] 10/5/2010 09:44

The Spivs/MMs nothing but Guess Merchants .. If in doubt "Trash" the share price .. Lol

[the_doctor] 10/5/2010 09:40

from a cursory glance randv, but acknowledging that things may be worse than I expect