Bioventix Share Discussion Threads

[lancasterbomber] 24/3/2021 15:25

Worth holding just for the dividend

[altom] 24/3/2021 08:48

I am a new holder of BVXP. Pleasantly impressed by this thread. Sensible grown up chaps,
golfers even, having a friendly chat. Some posters on other shares just mouth pointless obscenities.
I also am a buy and hold investor rather than a trader. I seem to have bought this one at the wrong time, but I shall hang on and see what happens.

[johnveals] 21/3/2021 09:03

Don’t just do something, stand there.

[housemartin2] 20/3/2021 13:34

Ha - yes spann_703, I am also a largely buy and hold investor. I too have mused about selling part of my holding with the intention of buying back on any weakness. In the end I decided against it, largely on the grounds that I have been pretty hopeless in both anticipating results and second guessing the market reaction to them in several cases recently.
I also bought BVXP at an average of £8.06, have used up all my CGT allowance and so I would need a drop of almost £7 in the share price to make it worthwhile. Possible I know but just too much of a risk for me.
(Yes also my second largest holding after BOTB !)

[spann_703] 20/3/2021 13:15

Housemartin2 as recent posts attest, I doubt you're the only one musing in such a fashion.

I keep coming back to a line in the latest results; "we expect our
business will revert to an established trajectory". To me this is foreshadowing a potential dip in the short-term, and I am wary about how the market will react to anything other than the usual growth from BVXP.

Long-term I am still optimistic as to the company's prospects however.

So eschewing my usual buy and hold strategy, I sold 50% of my holding over the past week. This is my second-largest holding behind BOTB, and I suspect what I am trying to do is mitigate some of the risk, and like APAD am looking to buy on any price weakness. I usually get these things wrong however, and the correct approach is probably to hold as usual.

Interesting how long-term I think the company will do well, and yet devoid of any pressures I still sold half of my holding. Writing this down, it doesn't entirely seem like the rational thing to do; investing rationally is not always so easy.

[trident5] 20/3/2021 13:13

Why are you looking at revenue/market cap?
This company has very high margins and a low fixed cost base.

[apad] 20/3/2021 12:58

I've been doing the same sort of speculating.

At the current share price it takes 20 years of revenue to buy the company - an astoundingly high number.
By comparison my other large holdings are:
BOO is 3.2 years
FEVR is 9 years
TSTL is 9 years

So, I too expect a setback on the results.

BVXP is 16% of my portfolio, but I shall still buy more over 2021 if there is a decent price drop.

GLA
apad

[suetballs] 20/3/2021 12:38

Housemartin just reread the June 2020 results.
The impact of the pandemic is alluded to and as you say we may well be in for a bit of a jolt in the 1/2 year numbers. But maybe that is included in current share price - nah - wishful thinking on my part I think.
Perhaps my purchase was slightly premature but once the vaccinations are sorted out this company will imo soon be back to normal.
The interims are out on 29th March - which is a very important date as I will be back on the golf course!
Suet

[housemartin2] 20/3/2021 11:59

I think that these upcoming 1/2 year numbers will be more interesting than usual. I expect that there will have been a decline in the use of tests due to medical systems concentrating on Covid at the expense of other procedures.
However people will still be having suspected heart attacks (Troponin). General tests for Vit D deficiency I would expect to have declined and not made up for any testing on Covid patients (there are other things to worry about with Covid patients even if Vit D deficiency may be present !)

We could be in for a bit of a jolt

(long BVXP)

[suetballs] 15/3/2021 08:10

Had a few this am. I like the story.
suet

[pob69] 13/3/2021 13:47

Richard Beddard commentary

[suetballs] 13/3/2021 13:13

This looks a nice little company and very profitable.
Half yearly results due on 29th March.
Suet

[igbertsponk] 09/3/2021 12:55

Would be nice for a new leg up soon.

[igbertsponk] 27/1/2021 09:54

Best and most efficiently run company I've ever encountered. But woeful on PR and getting insitutional interest. Fine by me as I've accumulated over the years.

[strollingmolby] 27/1/2021 09:51

Yes, this company has never been prolific with announcements... There are possibly two months before the next RNS, being the Interims at the end of March. Until then, we wait...

[igbertsponk] 27/1/2021 09:47

lets hope so - rubbish share been treading water for far too long!

Always useful to know when BVXP are being discussed elsewhere. So illiquid it normally signals a tick up.

[strollingmolby] 27/1/2021 09:44

David is welcome to continue posting such events on the thread as it is entirely relevant with BVXP being discussed there (this is why we are here after all), and also how some of us got to first hear of BVXP when the price was around £3. :)

So... are we going to reach an all-time high this week?

[igbertsponk] 27/1/2021 09:26

Timewasters!!!

[stepone68] 27/1/2021 09:00

Yeah, but you were one coming here slagging off Davidosh for doing it :-)

[luderitz] 27/1/2021 08:56

hi stepone68, a quick click on your username to view your posting history shows you're pretty fond of posting time-wasting nonsense yourself ;-) In fact I struggled to find a single piece of useful info in any of them. Quite a feat!!

[stepone68] 27/1/2021 08:48

hi Luderitz, a quick click on your username to view your posting history shows you're pretty fond of posting time-wasting nonsense yourself ;-) In fact I struggled to find a single piece of useful info in any of them. Quite a feat!!

[luderitz] 13/12/2020 22:32

Why waste our time posting that nonsense.

[davidosh] 10/12/2020 00:59

Just to mention that the Xmas special MelloMonday BASH may feature Bioventix on the 14th December and I think shareholders and potential investors will appreciate the analysis. There is also an interview with Keith Ashworth Lord who is a highly respected fund manager and well worth listening to. Keith's fund Castlefield are of course one of the largest shareholders in Bioventix.

The Mello Monday event starts at 6pm
The full programme is available on the website. In the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four/five companies are a Buy Avoid Sell or Hold at this current juncture in the markets.



All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.