Croda Share Discussion Threads

[wad collector] 18/5/2022 12:24

Well, given that now £67, it tells us that he is timing his sells better than me.

[commuter10] 17/4/2022 08:33

Does that tell us anything?

[wad collector] 16/4/2022 20:54

Director sold £490k worth last week @ £80.

[wad collector] 05/4/2022 09:30

It's more than "Just" Covid vaccines, the nanoparticles are integral to the massive potential of other rna vaccines ,potentially against other diseases as well as infections. Good that HMG are recognising that this is a horse worth backing.
I'm not here for the skincare products. I suspect other UK companies are also investing in nanoparticle manufacture but Croda are in the lead and there is a high barrier to entering the market as it is a complex manufacturing process.
The advantage of nanoparticles is the surface allows a massive surface area for interactions compared to conventional presentations.
It is not my field and I only have a basic knowledge but I see an estimate that the nanotechnology industry will be worth $290 Billion in 6 yrs. There are a lot of other nanotechnologies, but I want a piece of that!

[commuter10] 31/3/2022 16:17

Today's announcement of £15.9M Govt Grant to develop Covid plant in U.K. with CRD putting in another £15.9M sounds v.positive.

[commuter10] 14/3/2022 22:44

Thanks for the insight.

[elrico] 14/3/2022 19:19

When a company undergoes a divestment and an overhaul in corporate strategy, there will always be a need to shuffle the board and, in some cases, may be surplus to requirements.

New skills are needed for the new health-focused tragedy. Skincare is likely to be at the forefront of new business, with Sederma in the spotlight.

Keep an eye on its partnership with SBTX. It is about to shake the foundations of the cosmetics world with new science, not 9 out of 10 cats preferred…

[commuter10] 10/3/2022 15:13

Another Director resigning & selling their shares today.

The management isn't looking to stable at present but not sure why?

tHe latest results looked o.k. on the face of it.

Any ideas anyone?

[mercury123] 18/2/2022 16:43

It seems to me that either there is some really bad news out there (unlikely IMHO) or those who are shorting are making a last heave to push the price down before they have to buy back which I will be very surprised if they don't do before results on 1st March.
The only real unknown is the Ukraine situation which could drive everything down.
We still have only one broker recommending a sell, 3 strong buys and 10 holds.
So I'm hanging on. Good luck all (unless you're shorting..).

[commuter10] 09/2/2022 17:24

Many thanks Mercury & a much better day to day. Let's hope it's very positive.

[mercury123] 09/2/2022 17:18

Worth waiting for the results on 1st March. Provided they don't disappoint we should see a very strong rebound

[riskonricky] 08/2/2022 18:57

Current price is abt 30 years worth of current earnings

[commuter10] 08/2/2022 18:20

Does anyone know what's going on here please?

[wad collector] 08/2/2022 15:54

Guess that 7758 was not bottom then , continuing to fall, maybe this is going back to a £50 share again?

[commuter10] 25/1/2022 11:54

Does anyone know exactly what royal Bank Of Canada is doing with their shares?

The notification doessn't really show if they were buying or selling.

They obviously by Stock Exchange regulations have to notify shareholders if their holding % changes but it's not clear to me what they're transaction is.

[wad collector] 25/1/2022 10:40

Looking at the numbers again , with current P/E of 50 , I think it depends on why you view the recent rise happened.
I am impressed by the nanoparticle supply market. Rna is going to become a much bigger therapeutic option than it is currently , and although the big money will go to the developers, the demand for the nanoparticles will only rise. And there is quite a high bar to entry for their manufacture. That said, Croda may not dominate the supply market as the Chinese must be looking to the sector.
I am gambling that we have reached bottom and just added at 77.58.

[cell1919] 24/1/2022 18:12

Down another 5% today and nearly 30% since the market re-opened after Christmas.

Nothing has happened so far as I can tell, fundamentally, so this looks like a major correction.

Not far to go in percentage terms before it drops further than March 2020. There is nothing like it in its last ten years of trading.

Do I bail out or have faith? It has to hit a bottom, and it's a fundamentally solid company.

[commuter10] 19/1/2022 14:07

Unfortunately Not Cell & would like to know as wellwhy such a rapid decline for a major Blue Chip Company. Let's hope there's a correction on the way.

[wad collector] 19/1/2022 08:59

With a P/E of 56 it clearly isn't an income play, maybe it should still be a £50 share after covid chaos has settled?

[cell1919] 18/1/2022 14:55

Good afternoon.

Can anyone cast any light on why the shares have fallen so rapidly and mercilessly? I think there was a feeling that there was some overheating but it's been consistent carnage since the turn of the year.

Apart from yesterday the shares have fallen every day since Christmas and there doesn't seem to be a bottom. Losing nearly a quarter of your value when there appears to be nothing major in the pipeline seems more than a simple correction.

In the same time period the 100 has increased around 2%, but that figure in itself will have been dragged back a bit due to the fall in Croda's shares.

Thanks for any insight that might be available.

[commuter10] 17/1/2022 16:17

It looks like that the Norweigan Bank had to declare it's holding size.

I assume as it was buying more shares ehich makes sendse with the price rising today.

It's been a rocky 2-3 months for this share though.

[philanderer] 17/1/2022 15:02

No, that's got me beat :-)

[commuter10] 17/1/2022 14:54

Hi Phil, makes a change from WTB! Thanks for the news above. Any idea what's happening today with FCA declaration please?

[philanderer] 23/12/2021 15:48

Croda: Vaccine boost offsets industrial sale


There was some disappointment at the decision of chemicals specialist Croda (CRDA) to sell its bio-based industrial business, but the stock remains well ahead this year thanks to its vaccine exposure, according to Hargreaves Lansdown.

The group reported the sale of its bio-based industrial business to US firm Cargill Velocity for £778m following a review of this part of the business. The price tag has, however, disappointed some investors, as the shares eased 0.4% to £99.42.

Analyst Susannah Streeter said it was still one of the FTSE 100’s best performers in 2021, up 48% over the year thanks to strong first-half results and full-year profits forecast to beat earlier expectations.

‘The extent to which Croda is benefiting from the ongoing vaccine boom has become clear over recent months and it’s down to its investment in innovative technologies,’ she said.

‘It supplies lipid nanoparticles for Pfizer’s mRNA technology and given the demand for booster jabs, that area of life sciences is bounding along.’

Streeter said even when vaccine demand wanes there will still be demand for ‘a broader range of use of its products in medical treatments like oncology’.

‘Recovery in consumer markets has also helped its personal care sector which focuses on ingredients for skin, hair, and cosmetic products and the focus on sustainability should help drive sales among an increasingly eco-conscious customer base,’ said Streeter.


citywire.com