Clinigen Share Discussion Threads

[jamielein] 03/7/2014 08:26

I bought a few as an initial position here today after watching for some time.

[nw99] 02/7/2014 13:27

Chart support here could be a big chance to buy

[hutch_pod] 02/7/2014 12:12

Shares magazine was saying £24.5m taxable profit expected for 2014, which seems to be a touch higher EPS than Stocko at present, depending on how you translate.

[scottishfield] 02/7/2014 11:21

also in this morning.v good buy point imo

[hutch_pod] 02/7/2014 11:10

Couple of £100k buys I can see. 400p can't be too hard for a start ?

[cestnous] 02/7/2014 10:56

Hope it's made up its mind as I'm now back in with a tight stop. :¬?

[kattatogaru] 02/7/2014 10:54

John09 where are you getting forward EPS of 35p?

[simon42] 02/7/2014 09:54

RJD- it's a revving of the engine accelerator. Release the clutch and off we go. I'm in at this level but will sell if 370p breaks.

[rjd123] 02/7/2014 09:27

Started up and now dropped back down!!

[dasv] 01/7/2014 20:29

yep it's now growth at a reasonable price imo.

[john09] 01/7/2014 18:31

Forward EPS pencilled in at 35p so forward PE is now ~ 10.5

[john09] 01/7/2014 18:27

Isn't this a case of all the fizz going out and it just falling back to more realistic levels? I'm afraid I never saw the hype here. Although interestingly it's now looking a very reasonable value on what will become a current PE of just 13 (as at today).

[dasv] 01/7/2014 11:18

I was (am) expecting support in range between 370-400 and bought back in at just above 400p. Quality business at a reasonable price (imo) but await numbers end of this month.

[scottishfield] 01/7/2014 10:59

agreed cestnous

[cestnous] 01/7/2014 10:59

Could be support here, in which case I will be getting back in. If not, next stop is anyones guess. Maybe some comment in SCSW this weekend.

[makingmillions] 01/7/2014 10:14

Didn't even bother to jump up first thing this morning. Lol

[rjd123] 01/7/2014 09:41

Don't understand why the share price continues to drop. It jumps up first thing in the morning then falls away during the day? Any ideas anyone?

[firtashia] 29/6/2014 15:53

Many thanks for the link Kattatogaru. I notice there is a discrepancy (10%) between the 2014 forward EPS estimates depending on whether you take the normalised or IFRS figures. Historically this has been much wider. If you value a company on the basis of forward earnings, the figure you take can make an impact on your decision whether or not to invest. For example the trend of normalised EPS figures since 2012 actually suggests the company has gone ex growth but the IFRS figures do not. The discrepancy narrows for the future years ahead. I think I need to decide which figure to pick, then stick to it.

[kattatogaru] 27/6/2014 08:48

Got in there 1st Corbeta! CEO Peter George also just won an idustry award for CEO of the year. I'll wait until the jitters are calmed before buying back in...

[kattatogaru] 27/6/2014 08:44

This from Edison (a couple weeks ago now):
Clinigen's growth story remains intact, albeit somewhat dented. The timings and size of contracts means the revenue streams can be lumpy, but the project pipeline is healthy. The specialist niches it operates in are attractive, offering resilient organic growth with defensive qualities. We have reviewed our model, resulting in our previous £564-570m (683-690p a share) valuation range falling to £431-463m (511-561p a share).
Full report can be DL'd here -

[corbeta] 27/6/2014 08:44

A recent Edison report reviews the business model and values Clinigen at well over 500p.

[kattatogaru] 27/6/2014 08:22

The tanking continues... I can't find any reason for this, my guess is that short term buyers who got in on the massive surge last year are panicking. I am waiting for this to bottom out, at this price it should be a bargain unless there's some really terrible news lurking in the depths...!

[rampmeister] 26/6/2014 12:13

katta - no I can't pretend to be a chartist either I think we need an expert view on this BB as we seem to be entering a crucial stage.

I did notice that share price stayed around same level during August/September last year indicating we may have now reached a resistance point.

RM