Celadon Pharmaceuticals Share Discussion Threads

[dpeach] 27/1/2009 08:33

down, up keeps trying........chart looks great at the moment ready for a wooosshh

[dpeach] 26/1/2009 12:13

Riv, indeed was a resistance line points apl 08, mid august 08 and previous spike early jan 09, if we can close above that tonight and hold will be v.positive

[rivaldo] 26/1/2009 11:27

Thx anyway.

Interesting goings-on here meanwhile - looks like a mini-breakout chart-wise from the recent gyrations.

[boadicea] 26/1/2009 11:14

Sorry - Can't help.
I usually trawl through the list of past holdings RNS's but that doesn't uncover long term static holdings except when an additional listing etc triggers a threshhold crossing.

[boadicea] 26/1/2009 08:46

riv - Try this:


You can see the new RNS states that it follows the acquisition of HBOS and the number of shares is nearly identical, implying that LTSB previously held a negligible quantity.

[rivaldo] 26/1/2009 08:32

Ah - could well be. I looked at the "prior" section of the RNS being Nil so assumed this was a new 10% holding, but will have to look at CEL's significant shareholders again - or do you or anyone else have the list handy?

[boadicea] 26/1/2009 08:28

rivaldo - Doesn't the LTSB disclosure represent the restatement of the combined holdings of LTSB (small) and the former HBOS (most of it)?
I don't think there has been a purchase, other than the purchase of HBOS and all that comes with it, by LTSB.

[rivaldo] 26/1/2009 08:17

Up first thing - interesting RNS on Friday night too:



Lloyds have declared a whacking great holding of 10.95% from nowhere. Of course they could have been just under 10% for a while, or they could have been building steadily up from nowhere - but it's good to see more institutional ownership and less free float around.

[rivaldo] 25/1/2009 08:17

Ywp. Should provoke a bit of interest (Schwarz seems to be following me around given his interest in CAR as well!):



"I eagerly await the next interim statement by Celsis, which is due to be released shortly. The company provides laboratory products and services to pharmaceutical and consumer products companies. Its upcoming statement will review third-quarter performance. I hold a small position in Celsis and might top up if the IMS is as positive as I expect.

Celsis is on a roll. It has turned in six consecutive years of profit growth and is currently on course for another increase.

And although its share price has drifted sideways in the last 10 months, the FTSE 100 lost more than one quarter of its value during this period. In other words, the company is exhibiting a great deal of relative strength which is always a good sign.

The biggest operating division is Rapid Detection, which tests health and beauty products before they leave the factory gate. Customers get a 24-hour turnround service against a five-day turnround by some competitors. The company will soon reduce this to two hours – a significant competitive advantage.

Its In Vitro Technologies division supplies drug companies with products and services to test new drug compounds in their early pre-clinical phase of development.

According to Edison Investment Research, these two divisions contribute about 90 per cent of the company's total profits.

A third division, Analytic Services, is having problems. One company in this group provides laboratory outsourcing to pharmaceutical companies. But clients have cut budgets in recent months, a combination of recession and potential threats posed by the new US administration.

Nevertheless, Celsis claims that profit gains in its two main divisions more than compensate for weakness in outsourcing. The company also follows a "fix it or sell it" philosophy. It recently promised investors that the performance of Analytic Services will shortly be improved or the division will be sold.

I shall study the upcoming IMS to answer two important questions. Are revenue gains continuing for its two main divisions? Are problems within Analytic Services being resolved? A positive answer to both questions could significantly boost share prices."

[gswredland] 24/1/2009 11:17

Intresting article by David Schwartz on CEL in todays FT.

[dpeach] 23/1/2009 14:17

Riv is the interview going to be posted online aswell do you know?
at least 3 brokers (the ones i use) are offering sells in blocks of 10000 and buys max. 3000, trying to free up some stock ??..

[rivaldo] 23/1/2009 12:50

CEL are to be featured next week on CNBC in a programme fronted by General Alexander Haig!



"The Award Winning Producers of 21st Century Business Announce the Airing of Celsis Segment On January 27, 2009 on CNBC (As Paid Programming)
Multi-Media Productions (USA), Inc. announces that Celsis will be featured on 21st Century Business, hosted by General Alexander Haig.

(EMAILWIRE.COM, January 23, 2009 ) Pharmaceutical and consumer goods companies are often at the mercy of the microbial contamination testing of their products, costing them time and money.

Celsis shares with us how their Rapid Detection System is helping customers reduce inventory, reduce manufacturing cycle times and free up working capital.

"Manufacturing management should be looking at the cost of testing in terms of time and bottom-line impact, rather than the cost of the test itself. Increasingly, companies around the world are using Celsis Rapid Detection systems to cut days out of their production processes--which frees up working capital and gets their products to market faster." – Jay LeCoque, CEO, Celsis International plc

JL Haber, Vice President of Programming for Multi Media Productions, added "Celsis is an exciting company with a unique mission. We are excited to have them as a guest on our program.""

[dennis russell] 22/1/2009 15:59

Bearraider:- your helpful header includes the forecast results in £, but no exchange rate?

[dennis russell] 22/1/2009 15:58

Bearraider:- your helpful header includes the forecast results in £, but no exchange rate?

[rivaldo] 22/1/2009 12:51

SteMis, that depends on whether you count 2 weeks as short-term! Last year CEL issued an IMS on 7th February for the quarter to 31st December...I think I can wait that long.

[stemis] 22/1/2009 12:35

I see Edison have a 9th Jan forecast out for a 2009 EPS of 25.44p. That puts Celsis on a P/E of 6.2

However their 13 November note (on Edisons website) had a forecast EPS of 37.8c. At current exchange rate that equates to 27.5p i.e. P/E of 5.8

The finals are due mid June so unless we get an acquisition or a sale of the outsourced testing division, its hard to see much newsflow in the short term.

[dpeach] 22/1/2009 11:21

to me it looks like base building ladies & gents

[go with the flow] 21/1/2009 15:17

Hi Riv
Certainly not knocking optimism.
You want to find big Fred Yates paintings (preferably oils) ;o)
Yes I'm in a fortunate position too. I feel very sorry for the young ones fresh out of Uni with a big student loan and very little chance of work. The only hope is Public Sector work - as a Chartered Engineer I have sadly witnessed the demise of our wealth generating engineering base. Some good niche areas excepted - like F1 R&D

Anyhow back on topic - CEL still looks a shining light set against a miserable market - the Dow is at 8000 again despite the new President LOL.
Importantly, I guess with many companies slashing their dividends the lack of a CEL divi is less of an issue these days.
Flow

[rivaldo] 21/1/2009 12:35

Hi GTWF, and to you! I'm in a fortunate position compared to most, having saved and worked hard - but I'm also a glass half full person. And quality will always win through, i.e the recent DTK takeover. Mind you, my little Damien Hirst is probably worth half what it was a year ago :o((

Another 16k shares sold here today, yet no share price movement - again most unusual for CEL and most encouraging (memo to self - don't speak too soon!).

[go with the flow] 20/1/2009 11:27

Hi Rivaldo
Happy New Year to you!
Still full of optimism despite the 'Downdown' (name courtesy of BBC's Robert Peston - will somebody please stick a sock in his gob) I see. ;o)

The chart looks promising for another assault on 160p which will need to be sustained for me to be a bit more confident. Meanwhile I'll keep looking at my art investments rather than top up at the mo!
Flow

[rivaldo] 20/1/2009 10:12

A 10k buy yesterday, a 9k buy this morning - continuing interest seems to be coming in even in these markets. Not surprising of course, but still reassuring.

[dpeach] 20/1/2009 10:12

it's teasing that line again...

[dpeach] 19/1/2009 18:41

solid gain today...

[dpeach] 18/1/2009 17:00

Boad indeed may create a 'golden cross', lovely.

IMHO the update end Jan / begin Feb may well be the trigger. Also at present still well within the upward trend began end of Oct 2008 and probably get a coil forming over next few weeks.

Also may get the Obama affect, I can remember the Bush affect on the markets (and celsis), remarkably it was positive when first in office and the rest is history ;-)
Lets all embrace the 'Change' as BO would say (Also JLC of course being a fellow Chicagoan to Baraka and a donator to BO campaign may help !!!)

Plus with $ / £ - currently strengthening against the pound.