Btg Share Discussion Threads

[semper vigilans] 17/2/2016 15:07

Not quite as 'interesting' as the price was this time last year!

Edit - look over there -11%!

[fhmktg] 17/2/2016 15:04

This is getting REALLY interesting!

[fhmktg] 17/2/2016 10:51

268k of NT trades going through this morning- NT are trades between parties which have to be at a price commensurate with the current trading at the time.
This could be the mechanism NOVO are using, but as to who is selling.... we will have to wait and see if Invesco is reducing .
Any other thoughts?

[spyder] 17/2/2016 07:44

It is brilliant news that Novo are wading in.
They are a huge and well respected institution, they will have done extensive DD, including an audit of Varithena's prospects, and they must have concluded that BTG is a strong 'buy'. That is comforting.
Where are the shares coming from though ...

[ali47fish] 16/2/2016 19:23

is that not a good signal for us to add given the way the price has been falling?

[toffeeman4] 16/2/2016 18:05

The notification by Novo that they have crossed the 10% mark, was after a transaction on 12th Feb. There has been good volume both today and yesterday and I'll bet they have been adding to the stake. I expect another announcement from them in the near future.

[bargainbob] 16/2/2016 17:26

very old but but interesting link .

hxxp://www.wsj.com/articles/SB919707691625850500

[fhmktg] 16/2/2016 16:43

Large trades in the last five minutes before the bell....summat's on the move!How long before the market takes on board the changing picture and starts a significant rise in share price to force any buyer to pay a proper premium?

[bargainbob] 16/2/2016 12:21

Oh that was a good guess . Lets see if they continue buying , that would be interesting .

[fhmktg] 16/2/2016 11:30

Rough calculation suggests Novo have spent over £70 million since New Year

[semper vigilans] 16/2/2016 10:25

Well done Bob - spot on!

Who is getting out though?

[fhmktg] 16/2/2016 07:54

Almost inevitable with such an attractive portfolio, IMHO; all a matter of timing and any indication that the code issue is resolved could start the bidding.

[bargainbob] 16/2/2016 07:21

Iii a poster saying this maybe in play as a result of a few million trades each few days.
could be Novo just going to 10 per cent .

Thoughts ?

[cyman] 15/2/2016 20:31

I hope so, sick and tired of the fall

[fhmktg] 15/2/2016 19:11

Is that a bottom I see in the chart?

[toffeeman4] 12/2/2016 18:07

Good volume today, bet it's the Danes buying again !

[ali47fish] 10/2/2016 14:37

all these comments about woodford and other managers do not help if not linked to what the share price is doing- when is it likely judicious to add?

[fhmktg] 10/2/2016 13:53

Another 1.3 million to Norsk

[fhmktg] 05/2/2016 13:04

My apologies Woodford has 6.5% with Invesco having 22%.Top 10 investors have 66%.

[bargainbob] 05/2/2016 12:29

Greg if all the big holders got together they could sell this at anytime now without Management consent.
Same could be said for most companies though.

[gregmorg] 05/2/2016 11:40

I just do not get the last comment as Woodford investments does have a declared holding but his previous employer also has a bigger, although reduced, holding.

I suspect this Novo holding is nothing more than a long term investment player in the sector seeing good value at a decent price

[fhmktg] 05/2/2016 10:26

This continued buying by Novo-Nordisk is beginning to look as if they have a plan for cooperation or more serious- any thoughts?
Together with Mr W doesn't that take them to at least a blocking holding?

[fhmktg] 04/2/2016 15:35

Which was signalled as the 'inflexion point' for code settlement.I hope so, this constant downward drift has cost me dear over the last year.

[gregmorg] 04/2/2016 11:37

duplication