Bioventix Share Discussion Threads

[impvesta] 06/11/2015 16:11

"Ceo must be embrassed by 50000 increase in salary. Still 162000 is reasonable compared to many of the aim ceo's pay."

In which case why must he be embarrassed?!

[johnsmith321] 06/11/2015 16:03

Ceo must be embrassed by 50000 increase in salary. Still 162000 is reasonable compared to many of the aim ceo's pay.

[igbertsponk] 06/11/2015 14:40

Not for AiM, though many voluntarily do. They do show the highest paid one.

[johnsmith321] 06/11/2015 14:22

Why does the ceo and other bods not give salary details in accounts? I thought it was compulsory.

[treeshake] 06/11/2015 13:49

Adding myself atm

[johnsmith321] 06/11/2015 12:37

Accounts are now available on website

[igbertsponk] 05/11/2015 16:14

AGM announced, and accounts available on website.... except they're not!

[treeshake] 15/10/2015 14:42

thankyou B10 - added more yesterday over there and also here on the back of your comments.

[boros10] 13/10/2015 23:28

EMR - annoyingly private investors shut out from the placing. I haven't had time to analyse the acquisition but management claim it is accretive and much of the consideration is deferred. I doubt this management would be reckless but please DYOR

[treeshake] 13/10/2015 14:43

aplogies for off topic but Boros10, any thought on the EMR rns today ?

[igbertsponk] 13/10/2015 09:32

Don't forget that its a fast growing market too Boros! Two years growth will sort out the tax.

[boros10] 12/10/2015 17:43

I mentioned in my interview with Paul a figure of 45p EPS p.a. estimate for earnings from the royalties from the new Troponin test to be introduced by Bioventix's partner in 2017 & 2018. This is based on a global market estimate by finnCap of $1.2bn, a 15% market share (my guesstimate), a 2% royalty (Peter Harrison at analysts meeting), USD 1.53 to GBP and fully diluted shares of 5.136m. What I missed out was corporation tax at say 18%. So my corrected view of the potential EPS impact of Troponin by say 2020 is 37.5p, growing at 12% p.a. (finnCap's growth estimate).

[impvesta] 12/10/2015 15:02

trident, the point is that most institutions don't invest in companies with a market cap of less than £50m. As the market cap has recently exceeded that figure BVXP moves into the potential investment zone for many more instis.

[trident5] 12/10/2015 14:39

Hi JS - I have no intention of selling - it's just that if there's an argument for buying the shares now the company costs more, there's a a more valid contra argument about selling pressure.

[johnsmith321] 12/10/2015 14:34

Hi Trident,
Why would you sell. It is a good company growing quickly. With only 5M shares. No debt, very strong current ratio. With still more organic growth from the current products to come. Plus extra antibodies that should expand the profits even further. Plus a solid dividend that keeps on rising. To me it still looks reasonably priced (P/E 23.40, div yield 2.8) compared to other growing companies.

[igbertsponk] 12/10/2015 14:31

Sell? Thinking about adding further actually. Why sell such a well run company with clear massive prospects ?

[trident5] 12/10/2015 14:12

Market cap now over £55m and presumably less of a bargain now and people will be thinking about selling.

[impvesta] 12/10/2015 13:18

Market cap now over £55m and presumably becoming a potential investment target for a few more of the instis.

[igbertsponk] 12/10/2015 13:14

Good interview - the 45p EPS from the heart attack troponin thingy would be welcome! And Leon is pretty conservative.

Easier link to follow

[tromso1] 12/10/2015 13:00

A breakout to all time highs here.

Good buying interest today.

[jimbobjames2002] 10/10/2015 15:01

Great audiocast from Paul Scott and Leon Boros - thanks Leon! Link is below:

hxxp://qualitysmallcaps.co.uk/investor-interviews/leon-boros-9-oct-2015/

Very glad I listened to the audiocast last year, I'd never heard of BVXP before then and now I'm over 50% up and thinking of topping up again.

[geovest] 09/10/2015 08:53

Good discussion on the Fool website