Btg Share Discussion Threads

[fhmktg] 22/11/2017 08:13

Santa having a bumpy ride on his Christmas dash?

[bargainbob] 22/11/2017 08:09

Timber this morning , what's going on .Anyone seen any news ?

[bargainbob] 21/11/2017 16:11

Hmmm , high volume today , sharp finish. Strange on the back of a pooor update.

[bargainbob] 21/11/2017 11:59

The market is in a state of shock with the latest news .

Woodford holds this and it is not falling .

[fhmktg] 21/11/2017 11:20

To quote the late Bob Hoskins......'ere, WOTS GOIN' ON!

[spyder] 20/11/2017 19:56

Just a chart reaction IMO. We only just managed to bounce off the low.

[bargainbob] 20/11/2017 19:11

Shire needs bolt ons is the only story I see today.

[cyman] 20/11/2017 18:41

Out of character recovery

[semper vigilans] 20/11/2017 16:58

Bots got bored?

[ashehzi] 20/11/2017 16:52

Good tick upwards

[bargainbob] 20/11/2017 16:45

Something occurring ?

[bargainbob] 17/11/2017 07:49

No doubt the lead up to
Btg buying Ventura . Win win

[dp1umb] 16/11/2017 17:19

Invesco sold BTG to fund Vectura purchase?

[fhmktg] 16/11/2017 17:00

Some significant buying after the bell and the Invesco RNS.Any thoughts?

[fhmktg] 16/11/2017 16:55

The Voraxaze RNS is a good example of working with the key opinion formers to get credibility in an area of new usage - as seen with the copperhead study for Crofab.Could we hope to see a similar approach with Varithena please!

[bargainbob] 15/11/2017 17:44

The Crown Jewels were sold and the Samsung apple patents payment more than Louise, underpinned the share price.

[retsig] 15/11/2017 17:38

Gm,You are right - I had forgotten that LM joined as long ago as September 2004. However, before the effects of her management were recognised, the share price fell to as low as 78p in 2007, so that it can, I believe, be reasonably said that her influence has lifted the share price not seven but almost nine times.

[bargainbob] 15/11/2017 17:23

It crashed when FDA approval of varisolve happened on black Btg Friday . There was a rights issue at 80 p.

[gregmorg] 15/11/2017 15:23

Seven times ? what have I missed!

This stock floated in the late 1990's as a spin off from two Government back Enterprise Companies and subsequently became owned by various venture capital Companies which wanted an exit hence the flotation. It was full of intellectual property, some pharmaceutical , some technology, acquired via UK Universities. BTG floated at maybe 97p or something similar( its so long ago!) and did little for many, many months with the venture capitalists becoming increasingly restive. Gradually institutions were introduced and a string of technology related news attracted increasing attention and amazingly the stock hit approx £20 a share in the 2000-1 tech boom. Trouble was the aftermath where the management had over promised with zeal. This upset institutional shareholders who pushed for change. Pressure on non-exec's was intense.

This was followed by an almost complete management overhaul which brought in Louise Makin from Baxter Pharmaceutical , if I recall correctly. She implemented a healthcare /pharmaceutical strategy and generally she has done that quite well. No complaints so far but I am rather exhausted by the stretching timescales. As for seven times under the current management and its strategy--sorry, enlighten me, I must have missed something!

[retsig] 15/11/2017 13:35

Indeed. We have a marvellous CEO who has built BTG from almost nothing, meanwhile the share price has gone up more tnan seven times. I am sure she will succeed in her FTSE ambitions.

[fhmktg] 15/11/2017 09:10

Very welcome comments!

[ugandalad] 15/11/2017 08:47

Morningstar on 14th published interview with Barnett of Invesco. Apart from an interesting observation on oil he made this comment

Pharmaceuticals are another international area Barnett is bullish about. He benefits here from the ability to select non-UK-listed stocks and holds Swiss pharma Roche (RO) as well as many US firms. In the UK, he has big positions in AstraZeneca (AZN) and BTG (BTG).
Demographic trends in both developed and emerging markets – ageing populations – are “well established” and “prospects for pipelines are better than we have seen for some time”, he says. In the developing world, “consumers are demanding better standards of healthcare and western drugs and the companies that can benefit from that are the companies that I own”.

[cyman] 14/11/2017 23:40

Last 5 posts from respected long term holders whom I have known for a while probably most sensible posts of the day. My only kick is that btg has had potential for the last 15 years but when are we going to see some heady days? I entered around the 250 mark with a few buys in 300s keen to see the £11 that we have talked about so often or the £21 that we used to talk about