Bioventix Share Discussion Threads

[lauders] 29/10/2017 13:00

Thank you for that link robinnicolson - Unfortunately I can't access the link as it is blocked in the country I live. Anything of note to report? Probably nothing we don't already know.

[ilovefrogs] 29/10/2017 09:12

Larva, you sound like a disgruntled investor who sold too early? I can understand why you are upset, but these sort of posts won’t help.

[robinnicolson] 29/10/2017 08:49

Keith Ashworth-Lord of the Sanford Deland Buffettology fund was the guest on 'The Investing Show'. He briefly discusses Bioventix (c.13 minutes in):

[stepone68] 28/10/2017 19:04

When did you sell Larva? Or have you missed out?

[larva] 28/10/2017 12:13

Wouldnt want to be hoilding when this warns it would drop £8 or so

[larva] 28/10/2017 12:11

caution about the troponin transition

With Currency hedging would have missed forecasts last year

[ilovefrogs] 26/10/2017 17:18

Yep, stock is effectively up 7.5% today - Nice.

[alter ego] 26/10/2017 15:38

yes, was hoping to buy on the expected drop. will have to wait a bit longer.

[a1samu] 26/10/2017 15:31

Xd today of 71p. and the price is increased by the market makers by 100p.

[gsbmba99] 20/10/2017 16:30

Probably also worth noting that the "cautionary" tone of the results announcement probably cost Peter upwards of £0.25m on the shares he sold. I wonder what proportion of AIM CEOs would have done that?

[igbertsponk] 20/10/2017 14:57

I don't have a problem with the Director's sell. After creating so much value he quite naturally wants a new house or whatever. It's not like they cream big salaries and bonuses like most companies.
And as for suggesting there's no more jam - the company has never promised more than thin gruel so I'm happy to assume there's caviar ahead (as usual!).

[ilovefrogs] 20/10/2017 14:57

No, the party isn't over in my view. However, people are having a quick diet coke preparing themselves for the all night drinking fest to come...! :-))

[soundsplausible] 20/10/2017 14:07

Re-posted because I missed out a key word

Normally I would NOT take any notice of director dealings. When a huge chunk gets sold when normally only a few 1000 are bought/sold in any one day this makes me take notice, and strengthens my reasoning as to why I think this one has peaked.

[soundsplausible] 20/10/2017 14:03

Normally I would take any notice of director dealings. When a huge chunk gets sold when normally only a few 1000 are bought/sold in any one day this makes me take notice, and strengthens my reasoning as to why I think this one has peaked.

[soundsplausible] 20/10/2017 14:00

Is the party over for Bioventix, in that the continued rise has stopped and we are now in a general malaise? I ask as it peaked the other week at £29 and (for me) the statements in the final results regarding the future did not say that there was more jam coming any time soon.

[ilovefrogs] 20/10/2017 11:20

Well that's one way to look at it I guess! the other way is to say that the man who best knows and understands the future of the Company has decided to reduce his exposure by £2m. You say potato, I say potarto...;-))

[igbertsponk] 20/10/2017 10:45

Flipside is that there were buyers out there for £2m at the current price.

[ilovefrogs] 20/10/2017 10:42

PH just sold £2m worth of stock. Understandable that he wants to monetize some of his holding, but unlikely to help the stock price short term methinks. As stated earlier, I'll buy some more if we get below £23 (not far off now!)

[igbertsponk] 19/10/2017 12:50

Indeed ! I may add a few.

[trident5] 19/10/2017 12:34

It's looking less exposed right now!

[robinnicolson] 16/10/2017 17:26

Maynard Paton's latest investment blog:

"Outstanding 2017 Results But Cagey Troponin Remarks May Leave 29x P/E Rather Exposed"

hxxp://maynardpaton.com/2017/10/16/bioventix-outstanding-2017-results-but-cagey-troponin-remarks-may-leave-29x-pe-rather-exposed/

[igbertsponk] 16/10/2017 17:21

We'll have to agree to differ on the cash - I prefer the company to have the flexibility to get on and do what they want to without worrying about the bank balance. Means they can go and buy stuff (competitors, new agents) if they want to with ease. It's not like they're Amazon with umpteen trillion of excess wonga.

I suspect we can agree on how much credence we give to Walbrock's thoughts....

[ilovefrogs] 16/10/2017 16:39

Yep, and every year they generate a shag-load more of it and then pay out a special divvy as a result. They're very prudent which is absolutely fine by me, but given their business, and operational structure, they're rolling in it!

I also agree that the Walbrock's English left much to be desired, but I think key man risk was what he was alluding to.

[igbertsponk] 16/10/2017 16:24

Key Man Risk is somewhat different to "safety". I thought his post was just someone with little knowledge of the company having a go at analysing the results, with the aim of driving traffic to his website.

[igbertsponk] 16/10/2017 16:21

Well, the company disagrees with you

"Our current view is that a cash balance of approximately GBP5 million is
sufficient to facilitate operational and strategic agility with respect to
possible corporate or technological opportunities that could arise in the
foreseeable future. On this occasion, we have decided to distribute some
surplus cash that is in excess of anticipated needs and accordingly, we are
pleased to announce a special dividend of 40 pence per share."