Btg Share Discussion Threads

[dp1umb] 05/4/2018 16:42

I can see much more upside in Vectura at this stage IMHO

[cockneytrader] 05/4/2018 16:16

Sorry adejuk, I thought you were referring to Black Monday.

Yes, involved with BTG since April 1992. That's 26 years!

[cockneytrader] 05/4/2018 16:09

Adejuk, I was a teenager at the time. However, I have been involved in some way, shape or form with BTG since 1992!

[adejuk] 05/4/2018 14:22

is there anyone here who was here on black friday?
so many years ago.

[minerve] 05/4/2018 13:49

Shore capital have earmarked £70M combines sales for Varithena & PneumRX coils by 2022F and conservatively modelled a CAGR of 7-8% 2023-2030F for IM oncology and vascular (despite their current mid-high teens) and still end up with a TP of 780p based on their model.

[cockneytrader] 05/4/2018 13:47

Rrb. Ref Varithena, no is the answer.

[cockneytrader] 05/4/2018 13:45

Personally, I would have thrown the kitchen sink in today.

Looking forward:

Write down/off Varithena
Write down CroFab
£55 million settlement
£10 million charge lung coils
Potential Zytiga competition from Oct 2018

And that is what we know about.

[cockneytrader] 05/4/2018 13:38

Rrb. Please don't be naive when it comes to Institutions, most can't beat the market.

[cockneytrader] 05/4/2018 13:35

Varithena revenues: 2016/17 4.1 million, based on what BTG have said today the best case scenario for Varithena for 2017/18 is 9.2 million. This after almost four years on the market with new codes issued is not sustainable. Mark my words!

[a1ord53] 05/4/2018 12:45

Aviva‘s holding

[king1pin2] 05/4/2018 11:47

where growth in Varithena(R) sales was offset by lower sales of the PneumRx Coils(R)
Tells me that Varithena sales are growing but were offset by lower sales Pneumrx coils,
IN fact so low that they have warned that money will be put asside in results .

[cockneytrader] 05/4/2018 11:43

Varithena therefore cannot be doing well.

[cockneytrader] 05/4/2018 11:41

For rrb. Use the interim figures ref lung coils and make a few assumptions.

[cockneytrader] 05/4/2018 11:39

For rrb. We have a clue ref Varithena numbers, they were thrown in with lung coils and this was broadly flat, i.e. 0% growth.

[ernestsyngen] 05/4/2018 11:20

I think that due to the position in the tax year and ISA's tomorrow , we will have long term holders entering here .

Way over sold IMO on fundamentals

[ernestsyngen] 05/4/2018 11:20

I think that due to the position in the tax year and ISA's tomorrow , we will have long term holders entering here .

Way over sold IMO on fundamentals

[fhmktg] 05/4/2018 11:17

Unless I'm mistaken, the impairment charge will be a balance sheet change, resulting in a profit loss which will reduce the tax burden on btg for this year, creating tax losses which can be put against future profits.The key factor to watch will be the net cash at year end and analysts will look at this in the forecasts for 2018/9.The board and Mr Woodford will be asking the executives whether there are any more major write downs to come before the long term shape of the group comes clear and dividend policy will be a key feature of this.It's going to be 2/3 years before this comes through and I'm not sure the market and key investors will have the patience.

[waterloo01] 05/4/2018 10:40

Woodford days are well and truly over. Must have liquidity issues and btg is one of the more liquid assets so wouldn't be surprised to see him sell down. Pe is still way to high.

[ernestsyngen] 05/4/2018 10:33

Way over sold here - Buying a plenty.

Can see this finishing around 600 IMO

[cockneytrader] 05/4/2018 10:14

To any looking to profit on the bounce please be careful!

[a1ord53] 05/4/2018 10:09

Woodford is anochronism - should retire together with Vec and Btg CEO‘s