Horizon Discovery Share Discussion Threads

[pjj71] 27/9/2017 11:26

why does this stock get whacked every day at around the same time? Is some algo robot switched on?

[mamcw] 26/9/2017 10:02

Results well trailed to the market. Rate of margin expansion is much better than previously forecast, with more to come as management continue to focus on cost control. But I suspect it will be 6-12 months before it becomes clear whether HZD has done the transformational deal that management claims.

[small crow] 12/9/2017 13:08

Agreed. I'll buy (again) below 200.

[mj19] 12/9/2017 12:17

No profit and no divi looks a bit expensive at the mo. Setting the foundation for the future. I guess a buy soon

[mj19] 11/9/2017 08:09

So they don't make any profit yet?

[gnnmartin] 08/9/2017 12:59

A comforting trading update today: all going as expected. Full year EBITDA for the enlarged group is expected to be approximately break-even prior to exceptional items relating to the acquisition, integration and restructuring costs and discontinued operations..

[mj19] 04/9/2017 09:25

Might test 210

[grabster] 01/9/2017 10:28

I'm out. On the watch list to maybe buy again later.

[melody9999] 30/8/2017 09:17

having top sliced nearer 300p, I have topped up again today. onwards and upwards from here.

[kestelmill] 08/8/2017 19:57

Congrats to those brave souls who piled in a few months ago when the share price was dropping like a stone

[mirabeau] 08/8/2017 18:10

Impressive indeed and I bet more to come.

[cumbrian2] 08/8/2017 14:55

Also more than double the January 1st price of £1.43 -Happy days! Sold one third on the last spike expecting a drop but will be happy if this continues.

[phowdo] 08/8/2017 14:30

Blimey, 40% above the placing price.
Gotta admit - I didnt expect this reaction...

[mamcw] 08/8/2017 14:21

Happy days. If ever there was a case of run your winners, cut your losers, this is it.

[mamcw] 07/8/2017 10:17

An anecdote - post completion of the Dharmacon deal, HZD will in the top 50 of AIM stocks by market capitalisation. AIM stocks are increasingly being used by wealth planners for the rich as an IHT shelter, particularly by those fearful of a Corbyn government.

[mamcw] 03/8/2017 11:36

Some determined buying this morning - looks like we could be about to re-test the highs

[kestelmill] 27/7/2017 11:09

HZD make an EBITDA loss but this should turn to profit once Dharmacon is bolted on (thanks to Dharmacon profit)

[mj19] 27/7/2017 10:32

Do they make a profit yet

[kestelmill] 21/7/2017 15:50

Who are Dharmacon's key competitors for RNAi products? What's Dharmacon's advantage over them?

I think HZD's plan to productise HZD's CRISPr tools for the research market is great.

Financially this is also a good move for HZD since they should now become profitable quite quickly on the back of this and that will encourage ii's to buy...
...until Disley's next bold move, because let's be honest, he's going to spend whatever money is available plus a whole lot more (on M&A).

HZD have come so far since they floated. The emphasis has been on investing in revenue growth and becoming a major player in gene editing, not on profit. That has not been ideal for short term investors - the share price has not done well - but as a long-term holder I am satisfied they have been creating value and making the right strategic calls.

[phowdo] 21/7/2017 10:48

Doubled since following the director buys back in December.
I've taken profits and running some for "free".

As stratego says there is now integration risk and we've seen Horizon get indigestion before...

[kestelmill] 20/7/2017 23:20

Stratego makes a valid point about execution risk. Also, I am not 100% clear yet on how Dharmacon makes sense as an acquisition, as I don't understand them well enough yet. Market seems to love it though.

[melody9999] 20/7/2017 19:32

So HZD now my largest holding and naturally very interested that most holders (as reflected in the share price move) see yesterday's RNS as an extremely positive development.

It's always good to have a contrarian view. Which makes the one dissenter Stratego - worthy of further analysis.

It seems Stratego joined ADVFN in 2014 but since then has only posted nothing until the comments on this thread in the last couple of days. Which suggests these comments do not come from an experienced investor and perhaps we should not see them as valid. There may be a different reason for these comments on HZD in particular.

Am I right? Stratego can you clarify pls?

[xippy] 20/7/2017 17:30

They have clearly got the placing away with city institutions. These boys don't generally trade for a quick buck. If we've got serious ii interest then current rise in share price speaks volumes of where they see the company going. A large placing and the share price rises by 25% is great news. Lots of ii's have confidence in this. I'm locking my shares away and will look at them periodically. Personally I expect some further gains and eventually good dividends. Imho, Dyor

[stratego] 20/7/2017 16:47

yes - they have just bolted on a turnaround situation onto a business that is not profitable and a management team that has zero track record in making profits. it strikes me that the market is ignoring the execution risk and putting too much credit on a positive outcome. It might be great, but that is the upside case rather than the base case which in my view is this: difficult integration, difficult turnaround, and missed profit target at HD means they miss expectations