Bioquell Share Discussion Threads

[stluke] 16/11/2012 07:51

Rather nice IMS out, makes good reading with growth expected across the range of products.

[money multipier] 16/10/2012 21:41

It is slow but quietly confident following the interims. Should be quite a bit higher by time of the finals if all goes to plan.

[bountyhunter] 16/10/2012 21:27

...slowly but surely heading in the right direction :)

[happywanderer] 19/7/2012 17:38

MMs moved the Bid up over the day. Trying to bring out sellers?

[bbluesky] 17/7/2012 18:30

Someone is accumulating - since 11th July buys at 135p - 155k, 150k, 40k,25k and today 50k and 50k....

[apad] 15/7/2012 14:22

bb
The silly season is between us and the next financial news from BQE.
There should be some time for the share price to fall back a little.
It seems to me that, given the company's cash, spending money on CAPEX to change the business modelin order to capture consumable purchases and to introduce new kit designs makes one kind of sense, but increasing the workforce shows some confidence in the longer term success of the strategy.
I have marked BQE down to increase on (hopefully) any share price weakness.
apad

[bbluesky] 08/7/2012 12:12

20.8% now - they are very confident. Interesting on jobs front, Apad.

[apad] 07/7/2012 14:26

BTW bb...
Error in my spreadsheet PER about 15 is correct.
Price to cash flow 9
Price to free cash flow 138 because of heavy CAPEX.
apad

[apad] 07/7/2012 14:22

Jobs on offer up from 3 to 18.
apad

[bbluesky] 29/5/2012 22:51

apad you make an interesting point about CAPEX, but they don't want to lose their leading edge: there are some serious scientists here and as a Fledgling company I am happy for this to remain high. I do think that the change in business model was a wise move and will receive a better rating for more consistent earnings. Even after today's rise, Sharescope have a pe of 15.05 and a week away to a divi of 2.04, plus cash etc. Still think we have much positive news to come and given the conservative management, they will tell us when it really is positive. Oryx's 17.9% is a great vote of confidence, as that will not be easy to sell!! In for the long run.

[apad] 26/5/2012 09:40

bb

3 years of heavy CAPEX - presumably on this:
"Still, management thinks this shift in business model will take time and investment – largely because Bioquell's entry into new markets has been through the establishment of wholly-owned subsidiaries rather than by relying on local distributors. "

I have been somewhat surprised by the steady increase in share price this year and the PER is now a high 25 (although the price to cash flow is a low 10 (mostly gone as CAPEX)).

If the CAPEX is finished there will be significant cash flow into the company.

Do you have any other view or current observation?

apad

[bbluesky] 25/5/2012 20:38

To update my last note of Oryx at 7%, 15th May - Serious confidence - Harwood Capital LLP (as Investment Manager for Oryx International Growth Fund Limited and North Atlantic Smaller Companies Investment Trust Plc) that it has purchased Bioquell ordinary shares ("Shares") such that its holding currently comprises 7,475,833 Shares, representing approximately 17.9% of Bioquell's issued Share capital.

17.9%!!!

[bbluesky] 15/5/2012 19:01

From the interim management statement :"Encouraging". A big concluding word from such a conservative company: every positive in the RNS is couched with "on the other hand..."! Pipeline looking even more interesting and Oryx Int clearly thought so, by going to 7% of the company, last week. On the cusp?

[apad] 10/5/2012 07:26

Classified by ADVFN as sells, but it would be interesting to know more.
apad

[bbluesky] 09/5/2012 22:10

And something of interest today - 3.2m traded in 3 lots at 1.28!!!

[bbluesky] 01/5/2012 20:11

Agree Patrick9092. Lots of potentially good news in the pipeline on several fronts. Could well be an interesting year.

[patrick9092] 01/5/2012 15:48

BQE has been threatening to break out from the 122-129p range for the last few months.

Just needs a few weeks to stay above 130p and the rest of 2012 could be good for us....

[bbluesky] 28/3/2012 09:01

Nice to see Oryx Internationalm Growth Fund move to a 3.1% holding. Good sign.

[bbluesky] 21/3/2012 19:53

Nice volume today 450k, very very large for BQE and loads of 10k sells so someone is reducing, drip feeding but price is good and when the overhang goes a more realistic price will be seen IMO.

[apad] 21/3/2012 06:54

Only 2 jobs on offer at their website and very careful words about slow adoption in their healthcare business and no ad hoc introduction to the market suggest a risk averse management.
I am content to hold but do not expect fireworks unless and until there is evidence of a route to take-up in the healthcare market. Looks like they are seeking a partner perhaps?
apad

[bbluesky] 20/3/2012 22:27

Volumes last couple of days are very high. I suspect that the Pru are continuing to lighten, 10k sells consistently through the day, the bad news; on the other hand, the good news, the price is steady FLW. They are too big to sell out so it is likely to be a rebalancing of the portfolio. Boring as that is and of course speculation, Sharescope had eps 9.58 for 12/13!!, so nearly there two years earlier at eps 9.3 with new factors to kick in over the summer.... I don't think this will go unnoticed and yes, even this thread may become more active!

[yachtie8078] 20/3/2012 15:05

.......And the share price falls! don't you just love the market.................

[bbluesky] 20/3/2012 08:06

Full steam ahead. Earnings up 60% from 5.8 to 9.3eps. Divi up 8%. But even more encouraging are the ahead statements. Stonking RNS.

[bountyhunter] 19/3/2012 19:21

yes! :-)
...been a bit tedious here as rangebound for the past 6mths but if we can break through and hold above 120 may generate a bit of interest!?