Genus Share Discussion Threads

[indiestu] 18/12/2024 08:45

Ref holdings RNS on the 12th. Think the debt is catching up with GNS and making them vulnerable to a takeover.

[wjccghcc] 09/12/2024 12:37

I think the issue is that the market thinks it's less likely the Trump administration allow the genetically modified virus resistant pigs vs the Biden administration. The broker says the core business is worth only 1800p if approval is refused.

[its the oxman] 05/12/2024 09:49

Mkt not too impressed with latest update with gns trending down. Any views on what will get this going.

[edwardt] 20/11/2024 07:40

reassuring update. like how they are winning more royalty clients in china...

[timmy40] 07/11/2024 21:26

USA is 35% revenue, largest market

[edwardt] 06/11/2024 09:40

Should be a trump beneficiary- disease resistant pigs would be ok by him

[timmy40] 05/11/2024 22:47

Any thoughts here on their recent results, didn't look great but hopefully bottoming? Noted the 4% drop today

[indiestu] 09/10/2024 15:03

If the price holds into close then the gap from February is closed. That's very bullish for a long and steady rise as likely no sellers left in the game. It's been a little painful here for the past couple of years but maybe, just maybe it's turning. GLA holders.

[edwardt] 24/9/2024 08:31

china stimulus got to be a tail wind here.

[edwardt] 15/8/2024 17:58

The cvc deal looks interesting albeit I cannot find how much they have invested. Not beyond realms of possibility this could be used to buy out abs from us....

[edwardt] 13/8/2024 20:18

Release the hidden value!

[cerrito] 13/8/2024 08:30

I am not a holder here but watch.A good commentary on GNS by the Odyssean fund manager last week on Vox markets with Paul Hill.

[edwardt] 10/8/2024 11:22

The pork price rise has to be meaningful here

[edwardt] 09/8/2024 19:44

Prrs news late autumn?

[the white house] 09/8/2024 07:34

Back in 1730Pork prices up 20pc YoY in July biggest increase for 18 months Been a while, but CPI up 0.5pc in China & sentiment may well start to change here

[its the oxman] 17/7/2024 07:18

Trading update today seems mixed at best with expectations for 2025 being held back. Sounds like forecasts might be reduced. Views or broker updates anyone?

[the white house] 16/7/2024 14:46

Legging back in @ 1888, china supply down 7pc because of disease, prices up 20pc on Q, phones should be getting busier at Genus HQ

[timmy40] 13/7/2024 21:39

Good to see it bounce on Friday v oversold still

[its the oxman] 18/6/2024 14:56

Amy holders see this worth a buy sub 1700p. What's going to turn the downtrend?

[edwardt] 03/5/2024 08:49

brazil gives positive reading on prrs virus gene edited pigs. another step forward!

[mortal1ty] 15/2/2024 07:23

Well I think its good I sold this.

I don't understand how management always say they are inline with expectations, but some how profit is forecast to fall almost 20%.

Anyways 30x pe now. In this market bargains are to be had... and this ain't cheap enough.

[edwardt] 03/11/2023 12:53

Think you are a bit optimistic there! I would say $100m with 90% margins five years out is about right for the US. This could easily be the same for China and throw in ROW and you might be near your figure. All in this could justify a tripling of the share price imho 2 to 3 years out once they start to ramp.

[mortal1ty] 02/11/2023 20:48

Just had a look at the capital markets day presentation.

6.1m sows in the US. $3 to $4 per month extra for the sows that are prrsv resistant. That's an extra 300m usd in revenue with high drop through. Ramping up to that over 5 years. Nice!

[mortal1ty] 02/11/2023 20:22

In my opinion this business will be taken out at c. 40. Some private equity company will see the opportunity and quality of this business. Its still down 60% from its peak. They can pay 40 and secure the deal. Then benefit from the last 5 years of development that is coming through.

[mortal1ty] 02/11/2023 20:16

In my opinion this business will be taken out at c. 40. Some private equity company will see the opportunity and quality of this business. Its still down 60% from its peak. They can pay 40 and secure the deal. Then benefit from the last 5 years of development that is coming through.