Bioventix Share Discussion Threads

[2toptrader] 11/5/2020 07:29

Fair enough.

[stepone68] 10/5/2020 22:14

2toptrader, the company said as much in the interims. I'm sure there will be a short term drop in testing activity but things will get back to normal and I'm not interested in trying to be to clever with my trading so I'll just hold on.

[trident5] 10/5/2020 11:45

I'm guessing that most here are more investors than traders.

[2toptrader] 10/5/2020 09:51

I'm not a deramper and I appreciate BVXP is a top co, but the point I'm trying to make is that routine testing will be negatively impacted by Covid-19. This is not "pandemic proof" at all. Try and get a hospital app in this current climate, almost impossible unless an emergency. And by the time we'll get back to normal, there will be such a backlog of more urgent appointments that most of the CY 2020 will be affected. More updates on my twitter handle if interested: htTps://twitter.com/TheAlch95880124/status/1257780283971121156

[trident5] 09/5/2020 13:52

Countries with high Covid mortality rates will have high lockdown rates and as a result higher vitamin D deficiency rates. Has that been disentangled?

[robinnicolson] 06/5/2020 08:19

Post on Bioventix by Maynard Paton: hTTps://maynardpaton.com/2020/05/01/bioventix-34x-p-e-understandably-reflects-pandemic-proof-outlook-as-h1-dividend-lifted-20-and-margins-hit-80/

[tadders2] 04/5/2020 15:08

Evidence comes from all cases from the start of the pandemic so probably not associated with the lock down. Anyway, more VitD testing is likely.

[trident5] 04/5/2020 14:57

But isn't that just reflecting that we're all getting less sunshine with lockdown?

[tadders2] 04/5/2020 14:28

Now evidence that patients with low Vit D assays are more likely to be severely affected with COVID 19.

[trident5] 28/4/2020 15:14

This is surprisingly strong. Re-investment of dividends?

[trident5] 26/4/2020 20:42

Lot more people with vitamin D deficiency in this lockdown, surely.

[stepone68] 26/4/2020 20:29

Do you mean year to June 2020 will be the peak? i.e. higher than 2019 results, but will be down in 2021?

[2toptrader] 23/4/2020 11:53

Hydrus, I agree with you. Long term this is a strong hold, but short-mid term I would argue it's a sell.I did what the ceo did.

[hydrus] 21/4/2020 16:53

Interesting chippy thanks. Long term hold for me regardless (and has been for many years).

[chippyfriday] 21/4/2020 16:29

Hydrus, Many of those admitted to hospital with covid 19 will have their troponin levels checked, as the actions of the virus can damage the heart.

[hydrus] 16/4/2020 11:20

'Within the field of our customers in downstream in vitro diagnostics, it is possible that some routine diagnostic testing could be reduced as hospitals refocus towards virus-infected patients and this could have an impact on Bioventix into the future. '

[hydrus] 16/4/2020 11:19

Impact on BVXP potentially in short term, which they alluded to in the results: https://www.theguardian.com/world/2020/apr/16/coronavirus-concern-heart-attack-stroke-patients-delay-seeking-help

[melton john] 03/4/2020 07:03

Don't forget the new shares weren't freebies. He had to raise the cash to pay for them and the benefit of the discount to the market price would be subject to income tax at his highest rate, payable at the time as paye.

[lauders] 03/4/2020 04:03

In relation to his holding not that big! Please note: Following the Sale and the Exercise, Peter Harrison's total beneficial interest in the Company will be 416,676 Ordinary Shares representing approximately 8.0% of the Company. Wish I had as many!

[dan_the_epic] 02/4/2020 14:54

Big director dump

[maddox] 31/3/2020 14:44

Hi ScillyFool, Agreed, a very positive report and maintaining the dividend, whilst so many firms are cancelling or deferring, is a huge sign of confidence. The Troponin growth was the highlight amongst the other other good news, whilst a tab behind management's expectations, it bodes very well for the future. Regards, Maddox

[scillyfool] 30/3/2020 21:44

Nice to see the Board are going to continue with the progressive dividend policy. A 20% increase in the interim dividend added to the usual increased final and the increased special dividend make this a no-brainer AIM share. Even the share price is heading back up towards the £40 mark. Wish I'd bought more last week!