Clinigen Share Discussion Threads

[glasshalfull] 13/12/2012 11:58

Cestnous - I don't subscribe to Shares

Regards
GHF

[cestnous] 13/12/2012 11:57

Simon

If GHF has sent you both, fine. If not let me know.

[glasshalfull] 13/12/2012 11:55

Simon Gordon - I've pinged you an email.

Regards
GHF

[simon gordon] 13/12/2012 11:20

Cestnous,

Could you give a rough outline of the tips in SCSW and Shares?

What do they see as catalysts for share price outperformance?

Thanks

[cestnous] 13/12/2012 07:56

Buy tip in 'Shares' mag today

[peladon] 09/12/2012 09:25

Given the strength of the original tip, I fancy these as one of scsw's new year naps.

[cestnous] 08/12/2012 12:55

Yes, read that this morning Nurdin, very encouraging.

[nurdin] 08/12/2012 12:44

Good to know guys..phew !

Nice little snippet in this months SCSW.The article says Numis have just released 'a weighty' 60-page note initiating the shares with a buy and 240p target.It notes however that the forecasts and target make no allowance for possible acquisitions of new licenses.Keep buying it says...

Hope we get a reaction on Monday.

[simon gordon] 07/12/2012 15:16

I'm still here, no sign of a drug deal yet.

======

GHF,

Good to see you hear. HSP is worth a skeg, dirt cheap, just needs to move past the closure of Maltby and a small fraud in Belgium. It's more risky, but from what I can gather it is sub 5x for 2014, though I haven't got my hands on a broker note to make sure they're not wrong, it's in flux due to the uncertainty of Maltby's lost earnings.

Merry Christmas :-)

[glasshalfull] 07/12/2012 14:45

I've also been buying here nurdin.

As a subscriber to SCSW I found their recent write-up extremely bullish and managed to grab a few sub 200p, content to await developments.

Peter George appears to have the hallmarks of a CEO worth following.

GLA

Regards,
GHF

[cestnous] 07/12/2012 14:36

Still here Nurdin; waiting patiently for the spider to catch the fly.

[nurdin] 07/12/2012 14:34

Things have gone very quiet here.....any holders left? :o)

[lomax99] 16/11/2012 15:37

Here's hoping that you may not have to wait too long, the listing prospectus talked about advanced discussions on one prospect with the hope that talks may be concluded by the end of October, if it has not fallen by the wayside it may be due any day now.....

[nurdin] 16/11/2012 13:54

cheers simon..quite reassuring.

All we need now is some acquisition news to put a rocket under the share price.. :o)

[simon gordon] 15/11/2012 20:17

WSJ - 14/11/12:

The Path to Triple-Digit Growth

Every CEO wants to have double- or even triple-digit growth, but few achieve it, which is why a pharmaceuticals CEO who has managed extraordinary growth deserves attention.

Peter George is the group CEO of Clinigen, which recently topped the Sunday Times Fastest Growing Companies list with sales rising from an annualized £875,000 ($1.4 million) in 2008 to £35 million ($55.6 million) in the financial year ended June 2011. He heads the first pharmaceutical company to float in the U.K. since 2007.

Given that this is a blog aimed at the tech sector, why should you listen to a guy from pharmaceuticals? Maybe because he has achieved substantial growth not just the one time–that could be down to luck, or the market–but three times: as chief operating officer of startup UCTi, the company grew to $80 million in three years. He was executive vice president at Wolters Kluwer Health when the company went from $32 million to $110 million in three years. Maybe he is on to something.

The no-nonsense Englishman says there is no great secret. He is almost embarrassed at how obvious the answer is, he admits. It isn't technology, it isn't clever marketing. It is something much more basic.

"Growth is all about having the right people," Mr. George said at the recent open day held by Cambridge Consultants.

"It is no good going to the top of Everest with someone who hasn't been there before - you have to have people who know what internationalizing a business is all about."

But the flip side, and one he says too many CEOs realize too late, is getting rid of people who hold you back. "You have to really quickly get rid of people who resist the new world. They start resisting everything you try to do."

While some of his advice may not be directly applicable in a startup, nevertheless, his four simple lessons in the video have been shown to work.

1. Examine your market and find out what your opposition is doing. If you aren't doing it, why not?

2. Hire the right people.

3. Fire people who hold you back.

4. Make sure that everyone who works for you knows, understands, and shares your goals so that everyone feels they are playing a part in them.

On the subject of startups, Mr. George said there is a perception that growth comes from brand new companies. "In fact, 70% of companies classified as high-growth have been in existence for five years."

But innovation is at the heart of success. "Innovative companies grow twice as fast [as others]. They find new ways to satisfy their customers," he said.

"That is my focus - I look at what is it we are doing, who are our customers and how can we satisfy them better. I focus almost 100% of my energy on doing just that."

[melf] 12/11/2012 18:17

I note that there was also a buy recommendation in last week's Shares Mag.

[the oak tree] 12/11/2012 17:35

Having read the SCSW tip am keen to buy but not at this level today. So will wait for the coming days to see if I can get in a bit lower. As I'm new to this share if anyone has any other info please do share.....I suspect not as its new to market but can only ask.

[craffert] 12/11/2012 11:53

me too! QPP my best performer of 2012 thanks to SCSW tip

[cestnous] 12/11/2012 09:56

That's true craffert, but of the seventeen scsw stocks I have chosen from their picks, three have hit stop losses, two are slightly underwater and the remaining ten are in profit between 17% and 104% (QPP). This is over a period of about 8 months. If I could do as well as that in my other portfolios, I would be more than happy.

[craffert] 12/11/2012 09:14

scsw tips tend to lead to one day spikes followed by next day pullback (but still ahead)

[nurdin] 12/11/2012 08:15

yup..had some early doors

[cestnous] 12/11/2012 08:13

Well SCSW seems to have done the trick.

[craffert] 10/11/2012 21:19

huge positive write up in SCSW today.....expect to see fireworks on Monday. Looks like a decent company

[gucci] 08/11/2012 14:37

starting to move

[corbeta] 08/11/2012 13:09

Simon, thanks for the above - I've been searching for some forecasts for the last couple of weeks.