thanks shaker - let's hope we are onwards and upwards here - PDUFA in Nov should be a big catalyst if it goes well for Takeda |
I don't but you chose a memorable name and post frequently. If not consistently |
impressed you follow me so closely shaker..... ;o-) |
Nerd of steel 6/6/23 '' I am out, lost far too much money here.. ''
Still in and adding? De ja vu |
let's hope he's worth it in the long run! |
fek me the CEO gets 1% of the company and has presided over a share price collapse.
I'm in the wrong business.
I know he's been there 18 years - didn't realize he could be paid this much:
"There will also be equity compensation of up to US$4,440,700 per annum, including performance based and non-performance based portions. Such emoluments are determined by reference to the performance and profitability of the Company as well as his personal performance, remuneration benchmark in the industry and the prevailing market conditions. Such amounts are subject to review from time to time and proration for an incomplete year of service" |
i'm buying again, this price action is a load of rubbish.....the company is so woefully undervalued now given the excellent update last week |
this is my largest long term investment and what a nightmare it has been - I hope you are right Lauders. If they continue to execute and deliver going forward there is no reasomn why they won't be a $20bn company in a few years time - Genmab has done it, Beigene has done it (despite still being loss making). There is no reason why we cannot attract a P/S of 10 again, and a P/E of around 30...... |
When it comes to HCM, yesterday was a very good day. Long may it continue. Onwards and back towards at least 400p then back and beyond the high just beyond 600p please! |
Not a member so do not have access to the note but hopefully still a positive:
2 Aug 2023 “Citi Starts Hutchmed China Ltd (13:HK) at Buy...Citi analyst John Yung initiates ...” |
JV is worth at least $1 billion too, so the current market value is cash + jv + only circa $800m for everything else including IP which is ludicrous |
valued at 2.9 x Cash.... very undervalued |
Reassuringly,HCM was up sharply in the US yesterday (+8%)following results,closing at 238p equivalent.The UK quote remains its normal anaemic self and has little credibility until given ADR leadership. |
Down in UK and US at close of play yesterday, but quite a strong start in HK today that has weakened as the day progresses. Currently up 1.7%. Let's hope that HK/China dictate the future share price if this is the pattern! |
"Strategy has allowed HUTCHMED to conserve cash and significantly reduce costs, with a substantial cash balance of $856.2 million on June 30, 2023" |
Results and update look good to me on a cursory look but market marks HCM down a bit. Let's see what happens by day end in the US. |
A little strength going into the results on Monday. Let's hope the trend holds and the results are taken well. Soon find out! |
early takeover - care to guess on the valuation / what price the majority holders will accept? |
Carlyle on the Board to protect their investment and hopefully provide some level of corporate development advice, something that the company has not always been particularly good at. Our CEO is a scientist, and seems out of his depth when it comes to corporate development and investor relations (a big part of a CEO's role) |
FWIW
Analysts' Consensus
Mean consensus
BUY
Number of Analysts
4
Last Close Price
2.464USD
Average target price
5.467USD
Spread / Average Target
+121.82%
High Price Target
8.604USD
Spread / Highest target
+249.10%
Low Price Target
2.476USD
Spread / Lowest Target
+0.47%
Trending up perhaps |
fair comment 1jat, probably right |
No you wont……you will see it as vindication for holding on…..and be looking for the £10bn mcap.
(We might sell some….but I bet we end up holding on) |
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