Share Name Share Symbol Market Type Share ISIN Share Description
Horizon Discvry LSE:HZD London Ordinary Share GB00BK8FL363 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +19.50p +7.74% 271.50p 268.00p 275.00p 271.50p 249.50p 249.50p 504,384 16:05:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 24.1 -12.5 -12.1 - 262.19

Horizon Discvry Share Discussion Threads

Showing 851 to 873 of 875 messages
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
DateSubjectAuthorDiscuss
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
xippy
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
stratego
20/7/2017
16:35
Stratego, Your main issue with them seems to be that Dharmacon had shrinking revenues and boring siRNA technology. Any issue other than that? They are ticking a lot of boxes for me. -A leader in gene editing products and services -A leader in NGS standards -Massive range of edited cell lines -Strong penetration into research and pharma markets -Rapidly growing revenues and market
kestelmill
20/7/2017
15:34
HZD have been very astute so far. Their management deserve trust over this move. They can obviously see value and rapid US revenue growth ahead whereas they were barely in contention previously.
tonsil
20/7/2017
15:27
you guys are smoking something. A mature dog of a company added onto an immature company = a dog company in most outcomes. The unlikely outcome is a magical turnaround and combined wonderfulness. Short.
stratego
19/7/2017
22:27
StrategoThe value is in the people and a going concern that would take years to put together. The technology can quickly be broadened to HZD's leading edge.
tonsil
19/7/2017
22:19
Bought a business with declining revenue - why all the excitement? SiRna technology is old news. Inexpensive RNA synthesis will negate need for Dharamacon.
stratego
19/7/2017
16:54
A very strong finish to the trading day, with share price at an all time high on a great deal. Will be interested to see any new brokers' notes in the next few days. Patience has been rewarded with this stock. :)
mamcw
19/7/2017
14:30
Worthwhile looking through the investor presentation on the HZD website https://www.horizondiscovery.com/media/investor/analyst-presentation-acquisition-of-dharmacon.pdf Last 3 / 4 slides make particularly interesting reading in terms of explaining transaction rationale and potential market opportunity for HZD.
mamcw
19/7/2017
12:21
Thanks for the insights mamcw
kestelmill
19/7/2017
11:21
I wonder how much GE initially paid for Dharmacon inc.? I reckon GE thought HZD could do a better job of extracting value in this area of biotechnology than they could. This could explain why GE has maintained an indirect interest I wonder if GE took a loss on this sale?
mirabeau
19/7/2017
11:17
mamcw - Excellent analysis! Thank you.
gorilla36
19/7/2017
10:10
This is a very clever deal. HZD is doubling in size, but only paying around 30% of its market capitalisation to achieve this. Key drivers seem to be the e-commerce platform (90% of target's sales via this medium compared with 10% for HZD), the low cost manufacturing facilities, which have huge spare capacity (a staggering 30,000 sq ft) and which operate at 30% of the cost of Horizon's and access to the target's customer base, along with its US accreditations. Add to this meaningful cost synergies - I think I read £5m+ over 18 months from the announcement (on top of the revenue synergies). Net effect is a cracking deal, which cements HZD as a leading player in a very high growth market. In response to a couple of other posts, the placing is non-preemptive ie we are not being offered any pro rata opportunity to top up. However, given the tight pricing to last night's close (4.4% discount), this is fair enough. SP is rising because it is a great deal - transformational
mamcw
19/7/2017
10:01
Why is the share price well above the new placing price?
kestelmill
19/7/2017
09:30
Will the placing be selective or offered to all shareholders?
tonsil
19/7/2017
09:07
Was the share price of the placing of new shares mentioned? I didn't see it...
kestelmill
19/7/2017
09:06
Market seems to like it...
kestelmill
19/7/2017
08:54
Disley's at it again! It's good that GE will own some of it because it means they accepted shares as payment
kestelmill
19/7/2017
08:06
Placing for it at negligible discount which is always good to see.
phowdo
19/7/2017
08:01
Excellent deal by the looks of it. However GE will retain a small percentage of the enlarged group: "A subsidiary of General Electric Company is expected to own 8.8 per cent. of Horizon following the Acquisition and the Placing. A standstill and lock-up agreement will be entered into with Horizon, which provides for a 12 month standstill period and a separate 12-month lock-up period for the Consideration Shares, followed by a further 6-month orderly market period."
jurgenklopp
19/7/2017
07:04
Didn't see that coming. This is a major announcement
mirabeau
13/7/2017
08:51
Interesting use of Crispr. hTTp://www.bbc.co.uk/news/av/science-environment-40585302/movie-encoded-into-the-dna-of-bacteria
phowdo
04/7/2017
10:06
Yes i also noticed this today. About time UK gets with the program on cancer diagnostics.
kestelmill
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