Cobra Bio-manufacturing Share Discussion Threads

[s h b] 03/2/2006 12:37

CBF business is in a small niche Biomanufacturing market worth about £200-£300million anually, the £30billion figure relates to all Biomanufacturing activities/services worldwide, drugs, fill finish etc, which Cobra are currently not operating in.

3% of 300million is about right with turnover approx forecast of £9/10million, you have been with this share for years and enough info has been posted on this bb about CBF mkt share, you really need to check back through your company info relating to niche specialist Biomanufacturing services and market share.

[fullupfool] 03/2/2006 12:28

something doesnt add up

[fullupfool] 03/2/2006 12:25

?
10% of £30billion = £3Billion or 3000 million

[s h b] 03/2/2006 12:16

fullupfool

Dont get too excited...

10% of £30billion = £300million divided by 3% = £9million market share of Biomanufacturing, which is currently just below Mkt cap of CBF.

[fullupfool] 03/2/2006 11:55

Quote from above link

Cobra has customers in every continent except Asia.

It now claims to hold about three per cent of the worldwide market for its products. And with biopharmaceuticals now representing 10 per cent of a market estimated to be worth almost £30 billion annually, there is plenty of scope for more growth

[fullupfool] 02/2/2006 16:57

lol - i was spamming for pipex - think its gonna be really big

[boadicea] 02/2/2006 15:53

fullup - Just trying to work out why your apparently innocuous posts were censored!

[boadicea] 02/2/2006 15:47

Rokhap - Forecast 1.1 + achieve 1.2p = happiness
........ forecast 2p + achieve 1.8p = misery.
A low forecast increases the chance of 'success'.

[Abuse team] 02/2/2006 10:38

Post removed by ADVFN

[rohkap] 01/2/2006 18:13

Seymour Pierce have updated their 06 EPS estimate to 1.1p. Disappointed with this, considering the strong performance in 2H05. Was looking for 2p at the very least

[Abuse team] 01/2/2006 08:38

Post removed by ADVFN

[purse] 30/1/2006 07:54

Good news this morning, although no indication of the value.

I assume based on the price increase last week a few people knew something !!

[luzley] 29/1/2006 10:06

Totally agree, boadicea [for what it is worth :-}]

[boadicea] 29/1/2006 00:28

ali - I can think of companies which were basically sound businesses suffering from poor financial management. A change of management in such cases can certainly work. CEL was a good example and, with luck, MEG will soon prove to be another.
CBF is a different kettle of fish imo because their problem was one of market disruption rather than financial imprudence or misdirection. Any fundamental management change would more likely throw the baby out with the bathwater.
Companies of which the market takes an excessively jaundiced view are often the best bargains to be had. Eventually the market will come round - it's known as rerating - but will probably need another two profitable half-years and a continuing fair outlook to materialise, unless earlier major contracts or corporate devlopments lead to a step-change in the business.

[alibongo612] 28/1/2006 19:35

The agility of the management is not in question.

My concern is that clearly the market appears not to be prepared to forgive them for the blip, hence the depressed share price

My position is quite simple -I am not investing for fun consequently if that is the case then change the team.

There is no sentiment involved,it happens all the time,currently it is Skyepharma's turn.

[luzley] 27/1/2006 22:51

Everything is now in place for Cobra.
Ort-Vac IS significant.
Trading just above break-up valuation with all the patented technology, there is little downside with ALL considerations taken into account.

[juju43] 27/1/2006 16:58

thanks sky i will have a peep

[rohkap] 27/1/2006 12:36

thanks for your help on x-trades.
back to CBF, this is looking good. Getting close to 56p for a slug of shares I bought at last summer when people (including me!) got carried away by the fact that they were going to announce their results early

[skyship] 27/1/2006 12:24

OFF TOPIC

juju - Yes, saw your post the other day - unfortunate timing - sympathies, we've all done that more times than we care to remember. Have a look at FIO - they haven't popped yet, but everything is building up for a good run there IMO. I like FIO on both Fundamental & TA grounds.

[juju43] 27/1/2006 09:25

held these for 2 years and sold after results at 49p. suppose you cant win them all good luck guys

[boadicea] 27/1/2006 09:17

weegeordie - I think you answered your own question. My understanding is that there is no other half, only a single trade between two parties (presumably for a fee to the introducing broker).
If a broker took a turn rather than a commission there would be two transactions at a different price and both would be shown.
Every trade has two parties for a single transaction. In a normal O transaction the second party is the mm.
(Someone correct me if I'm wrong!)

More importantly for most of us, the share price is continuing to head the right way.