Bioventix Share Discussion Threads

[johnsmith321] 19/5/2015 10:21

dasv,
Unfortunately yes.

[dasv] 19/5/2015 09:58

this adrian williams?

[davidosh] 19/5/2015 08:56

I certainly do not like the things he is associated with but at this stage he is just investing his own money and cannot have any influence at all unless he buys over 15% or so and wants a seat on the board or has intentions.

[trident5] 19/5/2015 07:31

JS - second that and some. I'll be watching closely and off elsewhere if he buys any more.
Well spotted SM - thanks.

[johnsmith321] 19/5/2015 06:44

SM,
Nothing good, I do hope he is not going to continue his stake building. Bioventix, is a good company run by normal people. It will be quite damaging if it starts to be associated with someone like Mr Williams. Thankfully, the current shareholders own over 50%. Still, it is not a good thing to see him on the shareholder register.

[strollingmolby] 18/5/2015 23:06

trident5 - see today's holding announcement...

[trident5] 18/5/2015 23:01

SM - what's this got to do with this board?

[strollingmolby] 18/5/2015 22:29

Does anyone have any insight as to what this Adrian Williams, of DM plc fame, has in mind for his 5% of BVXP?

[igbertsponk] 30/4/2015 10:27

Hopefully the Director promising not to sell any more for a year will keep this moving up.

[igbertsponk] 28/4/2015 09:36

Tipped on Fool

[igbertsponk] 21/4/2015 09:49

Up was the up it went yesterday.

[stepone68] 21/4/2015 09:48

Don't know what your definition of 'up' is, but this has been falling since mid March.

StepOne

[igbertsponk] 20/4/2015 17:37

Two RNSs re institutional sales yet price on the way up. Someone must be accumulating.

[strollingmolby] 15/4/2015 16:13

...as held in The Diverse Income trust, run by Miton (Gervais Williams)

The 3rd biggest holding at end-Feb...

[bamboo2] 15/4/2015 15:11

BONY OCS Nominees Limited down to 546,500 or 10.82%

[johnsmith321] 02/4/2015 13:43

I think they should have also emphasized the fact that the antibodies are validated with each machine in a FDA regulated process-510k (cost and years of development). Which gives protection from low cost competitors. They also go after difficult targets, where the bigger companies have failed. Which means know how and antibody quality are also key protections from low cost competitors.

[johnsmith321] 02/4/2015 12:57

The investorschampion piece, is tough but fair. They explain all the negative sides about the company including comparing it to abcam and the risk of having no IP protection for there product. All investors should read it.

I still think it is a nice small, highly profitable company with a good dividend and ROCE for the last 3 years. Bioventix are actively making new products to diversify there royalty/own sales income sources.

They could also issue more shares so they can buy a similar type of small business to further diversify their income.

[bamboo2] 01/4/2015 10:20

Because of the spread it's easy to tell the buys from the sells.

Total buys over the two exchanges since results are 35,896 against sells of 1977.

That provides a home for some of the 129,000 Henderson shares?

[dasv] 30/3/2015 10:25

I was very happy with these results this morning. esp. cash flow, cash balance, dividends and confidence. A bit terse though - then again they stuck to the facts and made the job of reading through quicker than for most co's.

[superstardj] 30/3/2015 10:23

I sense earnings upgrades next quarter as BVXP closes in on its year-end.

[impvesta] 30/3/2015 10:06

All looks more than satisfactory to me. Cash generation is strong and cash on the balance sheet building up in spite of increasing dividend payments. Cash balances:
31/12/14 £3.80m
30/06/14 £3.35m
31/12/13 £2.88m
30/06/13 £2.58m

More of the same please.

[igbertsponk] 30/3/2015 08:29

Steady results. Nice to see some buying interest.

[bamboo2] 30/3/2015 08:26

Bioventix plc

UNAUDITED INTERIM RESULTS FOR THE SIX MONTHS ENDED

31 DECEMBER 2014

Bioventix plc (BVXP) ("Bioventix" or "the Company"), a UK company specialising
in the development and commercial supply of high-affinity monoclonal antibodies
for applications in clinical diagnostics, announces its unaudited interim
financial results for the six-month period ending 31 December 2014.

HIGHLIGHTS

* Turnover: GBP1.93M (+28%; H2 2013: GBP1.51M)

* Profit before tax: GBP1.26M (+31%; H2 2013: GBP0.96M)

* Profit after tax: GBP1.07M (+32%; H2 2013:GBP0.81M)

* Cash at 31 Dec: GBP3.80M (+0.92M; 2013: GBP2.88M)

* Interim dividend per share: 11p (+15%; March 2013: 9.6p)

CHAIRMAN AND CHIEF EXECUTIVE'S STATEMENT

We are pleased to report the interim results for the half-year ended 31
December 2014. Revenues for the half-year period of GBP1.93M (H2 2013:GBP1.51M)
were up 28% and profits after tax have increased by 32% for the comparable
period in the previous year.

The core business has remained robust with additional growth coming from our
vitamin D antibody vitD3.5H10. We have reported previously on our positive
outlook for vitD3.5H10 and revenue from this product has continued to grow from
antibody sales and from royalties as customer products (assays for vitamin D
deficiency) reach markets around the world. More customer product launches have
now taken place in the valuable US market and this has been a significant
contributing factor such that this vitamin D antibody has now become the
largest revenue stream for the Company.

Over the last few years, there has been significant growth in the volume of
vitamin D tests at hospitals and clinics in the USA and in other countries
around the world. This growth has naturally followed medical research over the
last decade or so that has clearly linked low vitamin D levels with not only
bone fractures but also other key health measures such as heart disease,
stroke, cancer - and indeed overall mortality.

Many experts believe that the weight of this evidence supports the testing of
"at risk" patients and the vitamin D supplementation of those patients who are
shown to be deficient. However, there are also other experts in the field who
argue that this strategy of vitamin D testing and supplementation has not yet
actually been demonstrated to be of overall patient benefit. There is ongoing
research around the world to investigate this area of medicine further and
those involved in the vitamin D field - such as Bioventix - will continue to
monitor the evolution of the science with interest.

Despite the lack of a complete consensus in the area of vitamin D science, we
remain optimistic that revenues from vitD3.5H10 will continue to grow as more
vitD3.5H10 based products reach the market.

Cash flows remained strong and have increased significantly to GBP3.8M at 31
December 2014 (2013: GBP2.88M) despite increased dividend payments during 2014.

During 2014, total dividend payments of 24p were paid (9.6p plus 14.4p, first
and second interim payments). This represented a significant increase over the
14.4p total paid in 2013. Over the previous years, the Board has followed a
cautious dividend policy that embraces continuity in the absence of special
dividends and it is the intention of the Board to continue with this policy
into the future, albeit from the higher base level set in 2014.

Accordingly, we are pleased to announce a first interim dividend payment of 11p
representing a 15% increase from the equivalent period in 2014.

The shares will be marked ex dividend on 9 April 2015 and the dividend will be
paid on 24 April 2015 to shareholders on the register at close of business on
10 April 2015.

The Company has enjoyed continued success during the first half of the year and
we would like to take this opportunity to thank all the operating staff for
their contribution to this result.

P J Harrison
Chief Executive Officer