Btg Share Discussion Threads

[ugandalad] 23/8/2017 23:52

His provident financial holding is in his income fund and BTG in his Patient Capital one not likely to impact the other. I agree with Pj84 he will be in for the long haul.

[waterloo01] 23/8/2017 23:33

Woodford will be seeing significant redemptions and will need to raise cash, so could easily see some selling here. He can't get out of many of his positions elsewhere. I'll keep my eye open for it as the drop might provide a better buy-in. Not BTG related but happens.

[pj84] 23/8/2017 23:25

Why would Woodford be a forced seller just because of some falls in other holdings?

Woodford is a long term buy and hold investor until he decides the investment case has changed.

[bargainbob] 23/8/2017 04:12

Interesting to see if the share price holds up with Woody as a large investor.Hopefully it does not lead to forced sells of other shares.

[ugandalad] 22/8/2017 16:48

Not too surprising Woodford investing in BTG having CEO Makin on his Patient Capital Trust Board probably indicates some level of confidence in her abilities and knowledge.

[bargainbob] 22/8/2017 16:06

true , it caused a spike today that theory :-)

[semper vigilans] 22/8/2017 13:52

He's got to get the odd one right!

[bargainbob] 22/8/2017 12:35

Is having Woodford as an investor bad for this share now ?

[bargainbob] 13/8/2017 21:08

We have lacked good press coverage for a few years . Still surprised every article still links BTG as being well known as the snake bite andedote company.

I for one think this is either sloppy journalism or sloppy interviews by BTG.

[dr biotech] 13/8/2017 20:21

Time for being pedantic here.

Picture shows a woman holding a bottle of some cleaning fluid and the man is holding two bottles with his attention elsewhere. Neither is wearing proper lab equipment, no safety glasses, coat not buttoned up. All the containers on the overcrowded bench are general lab chemicals. Time to sort out the photo library methinks 😀

I'm all for this type of product expansion. Diversification is what we need and this type of partnership would be ideal, though any benefits to the bottom elite would be seen in five years plus..

[fhmktg] 13/8/2017 17:37

All grist to the mill!Let's see more of these initiatives.That's what market leadership is about.

[bargainbob] 13/8/2017 02:15

I wonder if it is AstraZenca who will join the partnership from the drug perspective.
Expansion of our Phillips device partnership , I suspect is also a positive.

[cockneytrader] 12/8/2017 19:59

See IO article here:

[muffmitz] 11/8/2017 16:47

AQR has been the main shorter of BTG.(The egregious JP Morgan has also been desultorily in and out, amongst others) Has this activity and their general strategy benefited AQR's shareholders? As I surmised, the answer is "not at all"!

Here is an excerpt from a rigorous examination by IFA.com of AQR's expensive expertise:

"Performance Analysis
The next question we address is whether investors can expect superior performance in exchange for the higher costs associated with AQR’s “skill.” We compare each of the 3 strategies that have at least 3 years of performance history since inception and against its current Morningstar assigned benchmark to see just how well each has delivered on their perceived value proposition. We have included alpha charts for each strategy at the bottom of this article. Here is what we found:

67% (16 funds) have underperformed their respective benchmarks since inception, having delivered a NEGATIVE alpha
33% (8 funds) have outperformed their respective benchmarks since inception, having delivered a POSTIVE alpha
0% (0 funds) have outperformed their respective benchmarks consistently enough since inception to provide 95% confidence that such outperformance will persist as opposed to being based on random outcomes
Based on the historical performance of their strategies, it seems AQR has not provided superior returns for their investors. The vast majority of their funds have failed to outperform their Morningstar assigned benchmark. The inclusion of statistical significance is key to this exercise as it indicates which outcome is the most likely vs. random-chance outcomes."

Why do they bother? Because their charges to gullible investors are extortionate and not related to performance. As BTG shareholders we have been unfortunate that the vultures have descended on us. OK,OK, there is, of course, nothing new here.

[bargainbob] 11/8/2017 16:08

Back to 640 adejuk.

[bargainbob] 10/8/2017 12:00

It did not , sorry it fell after I posted.

[spyder] 10/8/2017 08:40

I should have added " ...if it holds!" :-)

[bargainbob] 10/8/2017 08:05

There you go spyder a small bounce up

[spyder] 10/8/2017 05:30

You are probably all heartily fed-up with me banging on about charts etc, but ... the recent up-trend from 540p does seem to have been broken, more by the passage of time than any significant drop in the share price.
I know the fundamentalists (I am one) will argue that this is all nonsense, however, I do feel that in the absence of news, it is momentum that drives this share price and charts do help to predict where the momentum will take the shares next.
A small bounce up would be very good news in this regard I feel.

[muffmitz] 10/8/2017 00:45

How strange! I was in Alameda, Penumbra's home, a few hours ago on my way to Berkeley University.

Even more strangely I had, just before that, bought a lump of BTG at around the same price.

Synchronicity: an omen perchance?

[harijan] 10/8/2017 00:29

This from Martin Waller (Tempus) in today's Times.



"And finally . . .
Numis Securities is encouraged by the read across from second-quarter figures from Penumbra, an American pharmaceuticals group, to BTG, the London-listed company arguably if unfairly best known for its snake venom treatment. Penumbra, which lifted revenues by a quarter, and BTG overlap in places, in particular in less invasive treatments for blood clots through the latter’s Ekos treatment. This is part of BTG’s interventional medicine division, the fastest-growing part of the business."

As it happens, I bought a fair amount yesterday at 6.44. Here's hoping that the current manipulation downwards will soon be defeated.

[adejuk] 09/8/2017 20:05

uglad
i lost £120k on this [in today's money] on black friday 2003.
i am too old to go through that again
i am hoping for £10 by next summer
well done you.

[ugandalad] 08/8/2017 14:47

This share has been a remarkable one for me. One of my few non dividend investments being of an age where income has much relevance. True for a time it was performing as if there was no risk trading on pe's that were close to dot com ratios in the past. Fortunately it smashed through my maximum holding levels so I top sliced having doubled. I went into this share in 2012 after hearing the CEO discuss her "vision". She is still working on a FTSE 100 position and increasing interventional medicines to 70% of the portfolio while still growing others. These two alone imply growth in the share price. I liked the way she answered the questions no waffling and I thought she showed clarity of thought. So happy to wait even if it will be two years before I need to top slice again.