Circassia Share Discussion Threads

[escapetohome] 18/6/2019 12:54

Strong buy id say.

Im in

ARE YOU?

[escapetohome] 18/6/2019 12:52

AstraZeneca owns 20 % of this company?

Why?

[escapetohome] 18/6/2019 08:56

Im in folks.

Strong buy now!

[maybesum] 18/6/2019 08:00

Why would somebody buy 250000 shares..40,000 pounds Abbott? Somebody recognises a ridiculously under valued stock even if you don't...and they are right.

[cantrememberthis2] 18/6/2019 07:57

They do have the $120m+ debt, so I sold at £150 loss.
GLA

[gersemi] 18/6/2019 06:11

Yes, and therein lies the conundrum. Why exactly is the price being subject to such downward pressure? We know soemone's selling and I suspect shorting as well but is it because Woodford is once again slicing his holding or is there something fundamentally wrong with the company? Or is it both?

My feeling is that this is Woodford and shorting (all Woodford associated stocks being targeted)

[escapetohome] 17/6/2019 23:31

Oh dear ! Is this one of woodys better picks?
Well done woody!

[rathean] 17/6/2019 10:25

Did you mean to say that out loud? Nothing wrong with this business, two huge pots selling into an already oversold stock, keep some shekels on the sidelines for the inevitable capitulation imo dyor ofc.

[buywell3] 16/6/2019 16:24

buywell does not like this

[farmscan] 16/6/2019 15:58

Mangrove Parts short below 0.5% as of 3rd June.

[cantrememberthis2] 14/6/2019 10:55

Im in with the Woodford dog.
25p to 17p engineered with Shorts closing out and IIs transferring and selling.
Overdone, will add further tranches.

[buywell3] 12/6/2019 16:01

The market is not impressed

[ltinvestor] 10/6/2019 15:38

I will repeat my previous post £40m cash and approaching break even...

[buywell3] 10/6/2019 14:55

The latest RNS states St Jame's Place has taken a 3% plus holding


BUT

St James's Place drops Woodford on £3.5bn funds - Citywire
hxxps://citywire.co.uk/funds-insider/news/st-jamess-place...woodford-on.../a1236130
5 days ago - St James's Place (SJP) has dropped Neil Woodford as manager of £3.5 billion of its funds, handing the mandate to Columbia Threadneedle



So why did St Jame's Place buy this knowing woodford was going to be selling ?


Did they know about the AZN loan ?

Do they know there is another product that is very likely to takes sales away from the AZN drug compounds that CIR acquired ?

Cash burn for CIR has been very big ... I think more cash will be needed within 12 months

dyor

[gbahar11580] 10/6/2019 14:43

Think it's time to buy woodford is done for now...easy back to 30s

[gbahar11580] 10/6/2019 14:41

Woodford Raises GBP500 Million From Flurry Of London Share Sales (ALLISS)

LONDON (Alliance News) - Over the past week, fund manager Neil Woodford's Woodford Investment Management has conducted a fire sale of its stakes in 20 London-listed 

[gbahar11580] 10/6/2019 10:50

10 Jun 2019 10:46

Just seen holding rns 3.8 percent been bought by st James trust

[gbahar11580] 10/6/2019 10:43

Buyers are here

[rathean] 10/6/2019 09:17

Made up numbers don't serve anyone. The loan covers CIR short to medium term obligations, they are approaching cash flow positive all dependent on trading model progress overseas. Imo the Invesco Woodford fire sales will create remarkable value here. Not without risk and their positions will take some time to unwind but an interesting investment dyor ofc.

[ltinvestor] 10/6/2019 08:49

Do they not have around £40m cash and are approaching break even....

[pre] 10/6/2019 08:37

yes Buywell, interesting point, was wondering how they will service such a large debt...more dilution as they need to raise cash to pay off debt interest?