Btg Share Discussion Threads

[spyder] 05/4/2018 09:53

Annoyingly CT, you are right on this one.
Stifel must be equally anoyed having raised their price target to 880p just a month ago.
You wonder if the analysts get any credible guidance from the company?
The curse of Woodford strikes again!!

[spyder] 05/4/2018 09:45

Hmmm ... shares now temporarily suspended.
Just a glitch, now trading again but falling sharply.

[a1ord53] 05/4/2018 09:37

Dame ruined company imo - so many mistakes : 1 Varithena 2 Pneum x
3 manipulations and lost court
Why she is still here and there
FIRED

[fhmktg] 05/4/2018 09:19

It's a falling knife at the moment...

[waterloo01] 05/4/2018 08:58

Revenues might be in line but not profits. I'm with CT on this one. Varithena will need to get written down as well.

[fhmktg] 05/4/2018 08:21

Mainly small volume trading at the moment, no major players selling so far....could be that there are no real surprises in the statement and the 'trading in line with forecasts' is the key message.Cash is king!CT nil desperandum, your views are as valid as anybody's!

[cockneytrader] 05/4/2018 08:13

I wish you all a good day. I truly hate these boards, as anyone with anything constructive to say to the downside is always laughed out and given thumbs down.

[cockneytrader] 05/4/2018 07:52

As stated the next 18 months will be painful. Both Varithena and CroFab could be next. Why? Without a relaunch Varithena is likely to fail, and Anavip becomes available in Oct 18. Expect further write downs and £55m settlement. These are worth £3-4, that's fair value given the future impacts.

[cockneytrader] 05/4/2018 07:36

Trying to put a brave face on it.

Lung coils are dead in the water, Varithena a similar fate awaits, and CroFab under threat.

No mention of settlement charge of £55m.

These will bomb.

[fhmktg] 03/4/2018 14:46

A message along those lines will cause a severe downgrade in sentiment and heads could roll.Significant investors would be looked no at the potential break up of the group which has been a classic growth through acquisition strategy.There is some coherence in the strategy of providing therapies to treat chronic conditions through novel methods which reduce cost to the insurers, but it's going to need a few more years of growth to achieve a sustainable level. P/E ratio of 76% calls for significant faith in Louise and her ability to deliver.If, as has been suggested, the board has been quietly grooming market players to a couple of years of little or no growth and no dividend on the horizon, then this will be a very testing year.On the other hand, everything in the interventional medicine garden could be rosy......

[cockneytrader] 03/4/2018 14:19

The update will be interesting.

My take is that Varithena will eventually bomb, CroFab is under threat, poor show from lung coils as no reimbursments exist, and it will cost £55 million in settlement (re: Wellstat). With reducing royalties, the next 18 months will be tough. Expect revenue and profit blips, along with potential write downs.

Not a pretty place to be.

[fhmktg] 03/4/2018 14:00

Andy Burrows is working today, he has just posted the latest bonus share listing.Perhaps the trade update is in his in tray to deal with later?

[fhmktg] 03/4/2018 11:35

The Telegraph had it down for today, but April 6th last year..so any day now.

[cockneytrader] 03/4/2018 10:32

The update is pencilled in for April 2018 - a specific date was not stated.

Historically, updates occur on a Thursday. Expect an update tomorrow or Thursday.

[ali47fish] 03/4/2018 10:20

the update is supposed to be today- where is ti then?

[fhmktg] 03/4/2018 09:32

Shorters in action ahead of the trading update, which could come any day this week.I'm trying not to be pessimistic!

[bargainbob] 31/3/2018 16:05

Bargain Bobs Grand National sweep stake .

Entry fee 5 plusone coins send to

P9EDCJUZDFgvHKv59hfqSjKeZwA3DtET7q

The night before the race bob will post the horses per entry up to 40. The winner takes the pot.

Anyone up for it .

[semper vigilans] 31/3/2018 14:14

Sorry Bob, wasn’t paying attention.
Melrose lol!
Glaxo?

[bargainbob] 31/3/2018 13:12

Not really , but gives us something to talk about for 3 months :-)

[dp1umb] 30/3/2018 13:20

Are we expecting a trading statement Tuesday??

[bargainbob] 28/3/2018 21:02

Semper , you need to name a company lol. It may come true lol

[semper vigilans] 28/3/2018 20:47

Just wish someone would come for BTG!