Circassia Share Discussion Threads

[basem1] 04/1/2020 16:03

I think 250 million is a more accurate figure for COPD sufferers around the world.

[74tom] 04/1/2020 16:00

Basem1, agree re. medical terminology, thats re same with most Pharmaxis/bios. That’s why you want to see directors/insiders putting their own money in, which is what we have seen in Circassia in the past couple of months.

[basem1] 04/1/2020 15:38

NIOX(R) not too shabby either, China sales flying and 3 new countries on board too. After having reread the sales numbers at the bottom of the September results I am all the more confident here. Even if a lot of the medical terminology does goes above my head

[basem1] 04/1/2020 15:28

Could we potentially see sales at 90-100 million gbp in 2020-21 ? Let's hope duaklir is doing the biz

[basem1] 04/1/2020 15:26

Need to know how sales of Duaklir are progressing tooHopefully flying and another decent income stream

[74tom] 04/1/2020 14:42

Yes with a tight spread & oscillating bid/ask you simply can’t read into the buy/sell figures.

My guess is that RG & Adams purchased the 7.4m shares from Invesco, they previously held 13.85% / 51.9m shares, so they are now 15% closer to being out. Ideally, another fund like Oryx would take their last 10% and Circassia would finally be free of Woodford/Invesco.

I also found it interesting how quickly RG reported his buy, the trade went through at 3.55 on the 2nd and we had the holdings RNS before midday on the 3rd. He’s either had a rocket about shoddy reporting or we will be getting the trading update very shortly. Of note is that they updated the market on 4th Jan 2019, so it’s certainly feasible this could come on Monday - the key figure will be the year end cash position...

[100egs] 03/1/2020 19:25

74tom, good summary my thoughts exactly, i added another 25k at 16.16 reported as a sell as are many others including the after hours 500k
gla

[74tom] 03/1/2020 17:47

Big buying in the last hour - a good trading update should be a shoe in really... there is no way the new chairman would agree to take options that don’t exercise unless the share price reaches 62p if things weren’t looking good behind the scenes. Add to that the non exec buying 477k @ 21p & Oryx, Lombard & Richard Griffiths opening/increasing their positions and we look set for lift off very soon IMO.

[pro_s2009] 03/1/2020 15:13

Air pollution, increase in respiratory disease, healthcare........its in a perfect position given the expected growth in sales.

RSI just turning up, if they can drop a real good trading update now then there should be a very good rerating of the share price.

[pooroldboy55] 03/1/2020 15:10

Also just deeped my toe in with 5000 !!

[andyview] 03/1/2020 13:53

I’m new to this company having read the release from Adams this morning. Interesting proposition and seemingly undervalued, time will tell I guess. My buy duly showing as a sell !

Gla

[linton5] 03/1/2020 12:18

This is looking no bad amazing the continued purchasing going on has to fly soon,just a bargain under 20

[purple11] 03/1/2020 11:56

holdings rns! corporate action imminent?

[pro_s2009] 03/1/2020 11:36

Richard Griffiths also owns 77.3% of ADAMS PLC........so he is pretty damn confident.


Adams PLC Share Capital

The current share capital in issue is 82,553,232.

Substantial shareholdings above 3% including directors as at 23 May 2019 were as follows:

Shareholder % of shares in issue
Richard Griffiths 77.3%
Lombard Odier Asset Management 9.9%
David Richardson 9.7%

[gemlotte55] 03/1/2020 10:44

ok thanks Simon

[simonparker5] 03/1/2020 10:39

No, as the % holding is less than 3%.

[gemlotte55] 03/1/2020 10:33

are Circassia obliged to put a res out?