Clinigen Share Discussion Threads

[energeticbacker] 27/11/2020 12:23

The greatest concern, according to Investor's Champion, surrounds any potential impact from the launch of a Foscavir generic in the EU, which has no doubt been weighing on the price over recent months.

The shares actually haven’t gone anywhere for 5 years which probably has something to do with the ‘real’ declining returns on equity.

[adamb1978] 26/11/2020 08:06

Nice to get the TU this morning - its more positive in tone than I expected and good to see that the market forecasts (which only assume 5% growth) are still appropriate. I maintain that on a 2 year basis these are cheap

[fernagx] 20/11/2020 20:02

Im with AdamB1978.

Fundamentals havent really changed. Still highly profitable. Still highly cash generative. Still high growth rates.

People moan a lot about the debt but they could easy get it down with their cash reserves. But they are doing what's in the best interests of the company rather than pleasing shareholders.

[adamb1978] 20/11/2020 18:31

I dont think so (or certainly hope not!). The share price is just lacking near-term impetus but once we get into 2021 and leverage comes off and they start to trend to their stated growth targets I think you'll see the share price recover. I'm still looking for £12 within a couple years

[nerja] 20/11/2020 18:21

Well at this rate back to 600p next week

[marvelman] 20/11/2020 16:51

Being taken down from 690 to 630 at 10p per day...placing?

[marvelman] 19/11/2020 11:31

One hell of a seller here. Frustrating.

[badg] 11/11/2020 13:34

Looking great from here. They can move quickly.. phew I have a shed load.

[marvelman] 10/11/2020 14:58

Adam..those recent director buys (from their own pockets) have influenced me to add here. They already get plenty of options (not sure how many) but an interesting move by them. I don't have a concern about debt with so much free flow cash and high margins. Rumours of takeover do need to be taken on board at this share price level and with pharmaceutical companies having a fair bit of Covid bonus cash available. Regards.

[adamb1978] 10/11/2020 12:49

Hi Marvelman

I've been holding for a few months however didnt have any expectation of a quick re-rating. They're on course to reduce their leverage by this time next year, and in my view that, plus delivering on a high single digiti % growth rate, will take this towards £12 sort of area.

Adam

[marvelman] 10/11/2020 11:46

Confidence coming back here. Surprised at the lack of interest in this stock

[badg] 05/11/2020 19:28

Wow.. a huge late buy tonight .. over 230,000 shares

[badg] 28/10/2020 15:19

I absolutely agree

[marvelman] 28/10/2020 11:41

Badj...it feels like a stake building going on. The dip this morning was quickly bought into and at this level the company (despite its debt) is cheap.

[badg] 28/10/2020 08:30

Great news... NED buying

[badg] 27/10/2020 18:09

And more chunky buys... not mine lol. I did mine last week. Wonder whether we have a stake builder !

[badg] 26/10/2020 18:07

Some more chunky trades

[badg] 26/10/2020 15:43

Hallelujah for today's tick up... and a new 5% stake holder in Octopus investments...Feeling better about this today, especially with the djia down 2.5%

[marvelman] 26/10/2020 11:46

I hope todays rise is a prelude to a sustained push past these lows. Bought in last week at circa £5.70 and saw it fall further before a small bounce back.Hard to believe these were down to the £3.50 level not long ago. I do not like the management who pay themselves too well with options but the company is a very sound business. Ex div 6th Nov for what its worth paying with borrowed money.

[elsa7878] 22/10/2020 15:58

Must be about the worst performing pharma co over the last 6 months.
Debt is definitely on the high side...but drop has been on very low volume. Lack of catalysts now I guess.
Interested....

[porsche1945] 21/10/2020 15:59

Wonder if a capital raise coming.....

[badg] 21/10/2020 14:15

Why are we down 3.5%Is this within a trading range or is something going on I don't know about?!

[badg] 21/10/2020 12:53

Oh dear! Not great timing on my part!

[badg] 20/10/2020 11:27

I have just purchased a shed load at 616.50Hoping we are at bottom (ish) of trading range ...