Share Name Share Symbol Market Type Share ISIN Share Description
BTG Plc LSE:BTG London Ordinary Share GB0001001592 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +5.00p +0.92% 551.00p 550.50p 551.00p 557.00p 545.00p 545.00p 305,925 15:36:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 620.5 -70.6 3.9 141.3 2,134.10

BTG Share Discussion Threads

Showing 5351 to 5373 of 5875 messages
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DateSubjectAuthorDiscuss
17/5/2018
09:56
I don't buy those currency reporting arguments. Let's create a little smoke with mirrors. It is the timing that arouses my suspicions. Why now, after all these years? Andy Burrows then goes on to say "I also see it as an opportunity to make us a bit friendlier to US-based investors". Yes Andy, but we are UK investors, and by your inference you have just told us you are a little less friendlier to UK investors! LOL And this guy works in Investor Relations? With many issues having a potential negative affect over the next 12 months I think I am starting to believe they are using this opportunity as a 'reset' and are muddying the ground for historical comparison. They have had plenty of years to change the reporting currency and they are doing it during the transition from licensed sales to product sales - where there may be a temporary drop in revenue and profits. I am selling. My trade remains just that, a trade - a few notes gained for the FA cup weekend. I'll watch from the sidelines. Plenty of chance to buy back in. Sometimes the little nuances may give you clues to what is ahead. I think the female analyst in the webcast was picking-up the same vibe as me. She also sounded very foxy. ;)
minerve
16/5/2018
22:43
I dont trust Andrew and his boss Louise . They camuflaged real numbers .
a1ord53
16/5/2018
19:51
From Paul on eye eye eye I contacted Andy re our serious concerns. He replied back to me yesterday. Hi Paul, Thanks for your email. Quite a strong share price reaction as you say, partly the analysts who didn't update after the April close period taking their revenues out for PneumRx for the next couple of years. There is no rule about reporting currency, and actually it's very common in the healthcare industries to report in dollars. We are doing it because about 90% of current revenues are in dollars as you note and ~55% of costs, so we will take a lot of volatility out of our results as a result of foreign exchange translation effects. We have had a hedging policy to cover our future dollar cash flows, and by and large when you have seen losses on forward contracts you have seen roughly an equal gain on translation benefits - and vice versa. There is no ulterior motive than reducing volatility in the results and using the common currency in healthcare. However, in my role I also see it as an opportunity to make us a bit friendlier to US-based investors, and would love to attract more of them. There are actually quite a few precedents of £ reporters converting, but that's not why we are doing it - it's for the above reasons. Every analyst I have spoken with has said it's a very sensible move, as have the institutional investors we have talked to about it. You are absolutely right that we want to make our business more global...it's about where we started from. CroFab is a US-only product of course, and most of the companies we have bought have been VC-backed US-based businesses who focused strongly on their home market. So we have been investing in a number of things to lay the foundations for ex-US growth: setting up appropriate levels of commercial infrastructure in other areas such as EU and Asia, including some direct sales presence and an expanded distributor network. We have also been going through the necessary but time-consuming process of registering our products in the various territories. Then we have been planning our marketing etc. So it doesn't show in the result yet, but within a few years we should start to see a greater contribution from the EU and other geographies. Kind regards, Andy Andy Burrows Vice President, Corporate and Investor Relations. BTG plc
bargainbob
16/5/2018
19:19
Nice bounce. Several hundred pounds made. I will probably sell though. I have watched and listened to the webcast a few times and there is too much going on to make a decent informed opinion on downward risk. I hate losing money. I don't mind missing out on gains. PS. Can some expert accounts person tell me how one decides on the impairment split % between SG&A and IPR&D? Thanks in advance.
minerve
16/5/2018
19:10
Good it bounced back .
bargainbob
16/5/2018
16:15
JPM CAZENOVE NEUTRAL AND TARGET REDUCED FROM 680p to 650p
a1ord53
16/5/2018
13:20
The BTG stands for Bunjee Technology Group.
weatherman
16/5/2018
13:11
Looks like a good short term trade.
cryptotrade
15/5/2018
17:39
So next few days will be interesting , normal play back to £6.50 or will the down turn to £5 happen . The Dames dreams lay in tatters for a FSTE company by 2020.
bargainbob
15/5/2018
14:57
AND Jefferies International 15/05 Reiterates Buy TP 900.00p Shore Capital 15/05 Reiterates Buy
minerve
15/5/2018
14:45
Peel Hunt reiterated its Hold rating on BTG saying the healthcare firm's growth outlook is disappointing, and it sees better growth opportunities...
steeplejack
15/5/2018
12:40
Oversold I'm in 635p bounce
cantrememberthis2
15/5/2018
12:36
will it bounce when the USA opens .
cannyshoveyergrannyoffthebus
15/5/2018
12:35
hopefully a good opportunity to pick up a few over coming months .
cannyshoveyergrannyoffthebus
15/5/2018
12:21
Hello Minerve , time to top up after today here.
cannyshoveyergrannyoffthebus
15/5/2018
11:53
Seems to be an extraordinary divide between what the company feels is a good performance and what the market considers is worthy of applause.
steeplejack
15/5/2018
11:37
The IM business is an excellent business to be in. Barriers to entry are extremely high. I think that is what most investors are here for. The rest is just an 'interval play'.
minerve
15/5/2018
11:34
To many unknowns going forward. Varithena and CroFab are my two main concerns now. Varithena is not producing enough revenue, and imo will be written down. And Louise is playing down Anavip. It's cheaper and that is what counts! On a positive I think the IM business is cracking, always have done.
cockneytrader
15/5/2018
11:06
Re the webcast. I noted the CEO comment re Varithena in the Q and A session. In response to a Q she did say it was early days but she was pleased with the recent take up from the high volume physicians, being the targeted sector. Doesn't tell us much, I accept,and we still have to wait till the end of 2018 to tell us whether Varithena is a viable product. A further update at the time of the AGM could throw more light. Rest of the webcast was fine with lots of product showing decent growth but the whole thing didn't have any zing as far as I was concerned.
gregmorg
15/5/2018
10:23
Great webcast, positive, open and confident.Plenty of growth potential for the IV and IO businesses and a readiness to tackle the Crofab threat.Key decisions on Varithena And PneumRx this year.Let's see what the analysts feedback is over the next few days.As a minor issue, if the Zytiga patent position in the US extends beyond 2018 up to 2020, that's a lot more cash income to count.
fhmktg
15/5/2018
08:39
Till an early morning trading picture.Let's see what the main market thinks and the initial analysts views.
fhmktg
15/5/2018
08:16
yes i agree, a few hiccups but good prospects overall
asturius101
15/5/2018
07:58
Just before the market Bell, initial thoughts:Varithena decision coming in the next twelve months- I'll be searching for market reviews.PneumRx initial fda meeting in June I believe which will be a game changer and balance sheet revaluation if positiveWill they buy the Crofab competitor?Appeal in progress for the Wellstat fiasco.Apart from those a very good performance!Reporting in US dollars from this year will raise awareness in the US.....relocation or quotation on NASDAQ possible.Now..... three minutes to the market opening.......
fhmktg
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