Genus Share Discussion Threads

[edwardt] 05/10/2023 19:50

Hopefully that was the first of many approvals. The extent of the problem is eye catching. 15% cost saving on that would mean we make a truck load of cash

[edwardt] 18/7/2023 12:57

Not so fast. Let's see when they announce on their disease resistant pigs. The share price will fly...

[elliotset] 17/5/2023 13:37

Back to £20

[the white house] 07/12/2022 10:57

Pork high & china easing Legged in again @ 30One way

[the white house] 17/11/2022 16:09

China Pork prices still running 20pc higher than noted in interim in SeptOne way bet with China moving Added at 30

[edwardt] 10/10/2022 07:54

ft leads with article on soaring pork prices in china

[cerrito] 13/9/2022 20:46

I was interested to read Citywire's take of the recent Peel Hunt note
quote
Peel Hunt upgrades underappreciated Genus
Peel Hunt has upgraded Genus (GNS), which manufactures biotech and genetics products for cattle and pig farmers, after saying it is ‘back on the front foot’.

Analyst Charles Hall upgraded his recommendation from ‘hold’ to ‘buy’ but retained his target price of £45 on the stock, which shot up 16.7% to close at £27.98 on Thursday after a trading update.

Full-year 2022 was a challenging year for the group, with sharp declines in its China business as pork prices slumped, combining with pressure on producers from soaring input costs.

‘The outlook in China porcine now looks more encouraging, helped by the reduction in the sow herd and rising hog prices,’ said Hall.

‘Furthermore, commodity prices are adjusting to reflect the higher input costs.’

Despite ‘strong underlying performance, improved visibility in China, and currency benefit’, the shares have ‘materially derated and there is effectively nothing in the valuation for the significant potential in gene editing, which is on track for commercialisation in full-year 2024’.

Hall added ‘there is little doubt of the direction of travel for revenue prospects’ and there is ‘good cost management in place against the inflationary backdrop’.


unquote

[edwardt] 28/7/2022 16:48

News due on disease resistant pigs? Suddenly caught a bid...

[the white house] 30/5/2022 08:07

Shanghai lockdowns ending Wednesday, lowest number of Covid in 3 monthscontinue to add on favourable news and drift up

[cerrito] 20/5/2022 09:56

Can you expand, the white house please, on what China news you are referring to.
Thanks

[the white house] 20/5/2022 07:46

China news helpingadding as we rise given substantial US progress noted

[the white house] 11/5/2022 11:08

Out @ 50back in high 23What could go wrong'

[epistrophy] 10/2/2022 16:54

Interesting company. Does anyone know if there's any broker research available?

[the white house] 29/9/2021 09:25

Gotta LOVE the very strong performance etc headline, In CAPITALS, in the results, 5 days before the 2 main players shift 1 million pounds worth each

[edwardt] 29/9/2021 07:41

Uk to allow gene edited pigs by year end.

[edwardt] 09/9/2021 12:03

Blip in road for 22. I still see a mountain of opportunities here

[robertball] 09/9/2021 06:26

Outlook a bit depressing

[blueball] 17/8/2021 12:22

Marvellous chart share price ath.

[edwardt] 30/6/2021 10:34

Chinese govt stock piling pork - should help. Pork price rallying hard. Lots and lots to like in this stock - valuation is high but that is for good reason imo.

[edwardt] 28/6/2021 11:47

pigs resistant and nobody seems to care in share price terms - go figure. this surely has to be $500m+ revenue opportunity in 3 to 4 years out??

[the white house] 26/2/2021 09:22

The line....1st high very strong growth, but 2nd half will be lower growth....was not agreeable. Strangely no explanation for slowdown in growth as World is improving nor if this is temporary or not? Leaves Q's unanswered

[edwardt] 26/2/2021 08:57

travel and arrive. results were good. fx was blamed. one to own 10 years plus so should be irrelevant.

[smnicolson] 25/2/2021 13:23

What's gone on here? thought the results looked good ?