Bioventix Share Discussion Threads

[davidosh] 19/10/2014 17:29

Just a reminder...

BVXP will be presenting and having a stand on the Thursday and Friday at my Mello2014 investor show in Derby from 6-8th November if any of you would like to meet Peter Harrison and also meet 50 other companies at the same time ?

There is a star studded line up on the main stage with fantastic keynote speakers including one that is actually a shareholder here. www.mello2014.com

[99matti99] 19/10/2014 07:47

Leon
Thanks for the update. I am very interested to know what your definition of 'significant' is. Please don't keep us in suspenders for too long! ;-)
Regards
matti

[bamboo2] 17/10/2014 21:55

SIGNIFICANT SHAREHOLDINGS
Henderson Global Investors Ltd 27.5%
Miton Group plc 22.6%
Peter Harrison 16.7%
ISIS Equity Partners LLP 7.6%
HSBC Global Custody Nominee (UK) Limited 4.9%

Anyone aware of other notable holders? [of the remaining 20.7%?]

mentioned in Oct 2013 podcast, but not on recent website. [c/p above]

Hargreave Hale 4.6%
Killick 2.3%

Cheers

[igbertsponk] 15/10/2014 13:54

Ta, very useful.

[boros10] 15/10/2014 13:46

Excellent meeting.I will try and post a summary when I have time.Key positives are :-Troponin SMA (which Bioventix has licenced to a top five Diagnostic company) is likely to produce significant revenues for the company from 2017 onwards. This is a high affinity test and although it has taken almost a decade to bring to market will be one of the market leaders in what is the most important and valuable segment of the diagnostic test market. Therapeutic SMA: the Company is working with a leading Pharma company to produce SMA for a companion diagnostic used to test the efficacy of a therapeutic drug. Time to market should be less than is the case with a typical SMA. The big Pharma had tried other antibodies but Bioventix's SMA produced the best results. Other opportunities might stem from this new relationship.

[igbertsponk] 15/10/2014 12:16

Did the meeting happen ?

[boros10] 07/10/2014 11:23

I am setting up a meeting with Peter Harrison, CEO in the city next Tuesday October 14th at 2:30pm. If you would like to attend please email me at [e-mail]. Numbers are strictly limited.

[gnnmartin] 07/10/2014 10:29

Growth and a decent dividend. What a delightful combination.

[boros10] 07/10/2014 08:12

Another set of excellent results announced today. Sales up 31% to £3.5m (2013: £2.7m). Pre-tax profits £2.2m (2013: £1.82m) up 20.8%. Adjusted basic EPS 36.5p (2013: 30.28p). Cash conversion was strong with Free Cash Flow representing 93% of reported Earnings. Net cash up strongly at £3.351m (2013: £2.585m) despite the payment of £921k of dividends. Dividends are up 100% to 24p (2013: 12.1p), representing a payout ratio of 66%.EPS well ahead of finnCap's forecast of 32.7p but a tad lower than my own forecast of 37p. Given the number of new antibodies being launched by their tier 1 and tier 2 diagnostic company partners, especially in the key Vitamin D space, earnings should continue to rise strongly. I stick with my 2014/15 EPS forecast of 45p. This values the shares on the offer (£6.10) at just 13.55x earnings. DPS should rise to 30p suggesting a prospective yield of 4.9%.

[bdroop] 07/10/2014 07:48

Lots to be encouraged about. I enjoy the presentational style of the report too.
Very clear. Very focussed style. Wish we had more like it.

[boros10] 07/10/2014 00:20

Bioventix results out in the morning! I am hoping for adjusted EPS of around 37p but finnCap latest note had earnings at 32.7p. Some one off costs this time will include AIM listing costs and legal fees on a patent challenge. Fingers crossed.

[davidosh] 01/10/2014 08:27

BVXP will be presenting and having a stand on the Thursday and Friday at my Mello2014 investor show in Derby from 6-8th November if any of you would like to meet Peter Harrison and also meet 50 other companies at the same time ?

There is a star studded line up on the main stage with fantastic keynote speakers including one that is actually a shareholder here. www.mello2014.com

[valustar1] 01/10/2014 06:35

Results must be out soon, any one know the date

[pjhutchy] 26/8/2014 22:05

About time we had some interest here. Great little company on a sensible valuation with good honest management.

[windass] 26/8/2014 16:08

Bioventix is small cap of the week hTTp://tiny.cc/5ag7kx

[boros10] 29/4/2014 20:39

AIM Admission Documenthttp://www.bioventix.com/index_htm_files/Bioventix%20plc%20AIM%20Admission.pdf

[boros10] 29/4/2014 20:36

.....and againhxxp://www.stock opedia.com/content/bioventix-plc-aim-listing-imminent-dividend-up-65-82892/

[boros10] 29/4/2014 20:34

An update on Bioventix following the release of its interims. Adjust URL below.hxxp://www.-.com/content/bioventix-plc-aim-listing-imminent-dividend-up-65-82892/

[dkayb] 24/4/2014 09:06

Half-yearly Report:


HIGHLIGHTS

* Turnover: GBP1.51m (H2 2012: GBP1.18m)

* Profit before tax: GBP975,305 (H2 2012: GBP736,646

* Profit after tax: GBP805,649 (H2 2012:GBP630,160)

* Cash at 31 Dec: GBP2.88m (2012: GBP2.31m)

* Interim dividend per share: 9.6p (March 2013: 5.8p)

[apad] 13/4/2014 08:00

It has come to the Company's attention that DiaSource ImmunoAssays S.A. of
Belgium ("DiaSource") has recently been granted a European patent in the field
of anti vitamin D antibodies and their use in assays (i.e. tests) for vitamin D
sufficiency and deficiency.
After having taken legal and patent advice from the Company's advisors, the
Company is taking action to vigorously oppose this particular patent granted to
DiaSource.

The patent was pending and advertised strongly back in July last year. It is the spearhead of the Belgian company's push into the US.

BVXP behind the curve?

apad

[strollingmolby] 11/4/2014 09:16

Good news - BVXP is moving to AIM, on or around 29 April. Might assist with liquidity and awareness of the company...

[boros10] 09/1/2014 06:45

Ok - Stalin won!Try again,hxxp://www.stock opedia.com/content/bioventix-plc-a-multi-bagging-profitable-isdx-healthcare-stock-set-for-aim-80290/

[boros10] 09/1/2014 06:42

See my post at hxxp://www.-.com/content/bioventix-plc-a-multi-bagging-profitable-isdx-healthcare-stock-set-for-aim-80290/Change hxxp to http to circumvent Advfn's Stalinist attempts to shrink our investing world view!

[gnnmartin] 19/12/2013 11:54

Thanks Strolling, as you say. Pity they didn't say that in the RNS, but no matter.
Nigel Martin

[strollingmolby] 18/12/2013 18:25

Wasn't Kim Tan SpringHill Ventures' man on the board - which has now sold out? If so, then entirely sensible the resolution was withdrawn.