Bioventix Share Discussion Threads

[stepone68] 24/11/2021 13:46

Yeah there is no quick win here. It went from undervalued to overvalued and will now settle down hopefully somewhere around thirty quid. Reinvest the dividends if you want some growth, and hope that at least one of the current research projects pays off.

[suetballs] 24/11/2021 10:06

Thanks for the replies chaps - sit and wait then.
On Avon I was lucky to get out at £30 and no way will I be getting back in.
Suet

[igbertsponk] 24/11/2021 09:22

Never a short term trade. One to buy and put away like a young claret.

[sharw] 24/11/2021 09:20

Short term no because this company does not communicate a lot - if previous years are a guide the next trading statement will be Interim results at the end of March. Between now and then it will just be the mood of the market that moves the share price

[suetballs] 24/11/2021 09:06

Can anyone see any short term upside here?
Got in late and currently sitting on a 20% loss.
Suet

[apad] 21/11/2021 17:58

Worth following him on all companies he writes up. Remarkably thorough and careful with his opinions
apad

[trident5] 21/11/2021 17:23

Fair play - that is a really good write up on a company.

[tmfmayn] 21/11/2021 16:15

BIOVENTIX: FY 2021 Results Unveil Record H2 Profit (+14%) While Finite Troponin Income Shifts Longer-Term Perspective Towards Pyrene Project And Alzheimer’s Research #BVXP


"Valuing the pipeline at a negative £5m seems about right if annual R&D costs are £1.2m and research commercialisation is not expected until 2025 at the earliest"

[robinnicolson] 18/11/2021 17:56

Good spot. The FY 2020 Employees total costs in note 6 seems to have been accidentally copied and pasted into note 7!

Coincidentally I have just watched a newly posted video with Terry Smith, where he asks the question, "does anyone read the accounts anymore?"(from point 12:30 in the video):

[igbertsponk] 16/11/2021 19:43

Note 7 (Directors Rem) just doesn't add up. By about £600k. Error, nothing suspicious. Obviously they don't read here or they'd have corrected by now. I've sent them a message.

[doctor888] 16/11/2021 18:12

Less interested market means less buyers and sellers and less liquidity. Could also be the usual market maker shenanigans.

[stepone68] 16/11/2021 17:26

Igbert - I've not looked at the note, but is the comparative issue related to the additional 700k revenue from a couple of years ago which was backdated?

Jim - don't know, sorry.

[jimboyce] 16/11/2021 15:57

Why is the spread increasing?

[igbertsponk] 11/11/2021 16:15

Though Note 7 of the accounts needs a bit of work! Comparative total is somewhat out. OOPS!

[igbertsponk] 11/11/2021 16:11

They don't waste oodles on such presentation nonsense. They bill customers, spend a very little on costs and distribute the vast majority of sales revenue as dividends. And have done for eons now. Best run company on the exchange.

[jonut] 11/11/2021 16:02

Full list of bvxp rns's here,

[gnnmartin] 11/11/2021 15:44

I hoped to find the latest BVXP presentation to investors, but I can't find anything later that 2019. I expected to find it on the BVXP web site, but that gives surprisingly little information.

Can anyone tell me where I can find what I seek?

[nigeldoug1] 23/10/2021 12:33

SP seems to be finding a floor mainly around yield. Finncap with a 4300 target....that would be nice.?

[piedro] 21/10/2021 18:02

FWIW ...



- last 6 months recovery confirmed

IMHO.

[stepone68] 20/10/2021 11:57

I do think a buyout will happen here eventually. And if it happens anywhere over £30 I'll be happy enough, with my initial buy at £6 and a top up at 17. It would obviously be a bit disappointing, but hopefully we have time to collect a few dividends between now and then :-)

[vprt] 20/10/2021 11:41

stepone68: Thanks for the clarification/confirmation. The question you are asking is puzzling; I'd be interested if anyone has thoughts on this (especially the company, obviously). Perhaps there already are provisions in the existing contract for after 2032 (in case any production is requested), or perhaps not?

[a1samu] 20/10/2021 11:24

This will drop all the way to £30, at which time someone (Chinese) will make an offer for the company.

[suetballs] 20/10/2021 10:05

Mistimed my buy here - loss now 12% and can't see much short term upside.
May bail and put more into Shell.
Suet

[doctor888] 20/10/2021 08:02

For the 9 month comparison of FY2021 to FY2020, Roche core lab diagnostics increased 26% so plenty of demand and more to come as we get on top of COVID.