Hutchmed (china) Share Discussion Threads

[its the oxman] 10/5/2021 16:58

Sorry to hear that but also understandable. Hope you might retain a holding of some size and stay on the board. All the best.

[nerdofsteel] 10/5/2021 16:35

The fireside chat needs to be preceded by an RNS that says something otherwise people will lose patience. I've made a lot of money here and LOST all of my gains by remaining invested because I like the Company and I think it has a great future, but there's a limit to the losses and the opportunity cost one can stomach.

If I'd banked my gains and invested in an S&P500 tracker or in FAANG I'd have more than doubled my money instead of losing all my gains.

I've decided to sell tomorrow.

[fionascott1234] 10/5/2021 16:09

Despite the proposed, "fireside chat" tomorrow which may be full of good cheer, this has started to smell rather ominously. I had the same pungent aroma given off by the likes of Paysafe and Hurricane and look what happened to them.No, I've just had enough of this one.GOOD LUCK EVERYONE!

[nerdofsteel] 10/5/2021 15:30

been invested here for years with a large holding but I have lost all enthusiasm for this great Company. While it may be doing all the right things the market continues to dump it. I know it's not profitable but nor is Beiegne and they have an mcap 10 TIMES Hutchmeds'

[nerdofsteel] 10/5/2021 15:24

I agree OXMAN but I just cannot understand how we've lost 25% (over $1bn) mcap YTD when all we've had is major progress. I'm a long term Investor and know the Company very well but something doesn't stack up here.

[its the oxman] 10/5/2021 15:10

To be fair, today at least a lot of growth / tech plays are taking a beating.

[nerdofsteel] 10/5/2021 15:03

people stateside dump a few thousand adr's and another $50m mcap is simply wiped away - this is insane. no way the Company will attract new Investors when they look at the valuation history.

[its the oxman] 10/5/2021 14:56

Added a few more today , last idiot in the shop I guess.

[nerdofsteel] 10/5/2021 14:53

I'll be selling my entire holding within the next 2 days and will buy back below $20 / £3 - something very fishy is going on here

[yidarmytom] 10/5/2021 14:49

1 month = -11%
6 months = -20%
YTD - -24%

Uninvestable on AIM and NASDAQ. People are pulling the plug on this for good reason. Who wants to see their $$$$ disappear over long periods of time, even tho the Company has done a great job. They're being FAILED completely by the market.

TAKE IT PRIVATE.

[yidarmytom] 10/5/2021 14:41

A $26,000 adr sale has just wiped another $70m off the mcap - this is ridiculous

The Company has to do something to make these shares more liquid - DO SOMETHING

[yidarmytom] 09/5/2021 14:26

Can't disagree with that. I live in the U.S. and have seen my BGNE holding multiple 10 fold in the last 4 years and this holding go up 2 fold.

Something's very very wrong here and I'm dumping as soon as it gets back above $30. In previous posts Nerd you've said the Opportunity Cost is too high - I AGREE 100%. Who's gonna invest in this when history shows they could lose half their investment within a few months and then it could take 5 years to get it back again!

I will be out shortly unless this Company DOES SOMETHING to address this problem.

[nerdofsteel] 07/5/2021 19:01

DOWN AGAIN - uninvestable
5 days -8%
YTD - 23%
despite all the progress - NASDAQ and AIM are failing this Company. Neither markets are interested and the sales volume on NASDAQ is just dragging this down

The Company is currently valued at half what proper estimates suggest it should be valued at.

Sales of a few thousand shares can wipe over $100 Million off the mcap - surely the Company and its institutional investors cannot be satisfied with the current situation

You can't be in a position as a $4bn mcap Company when someone sells a few thousand shares and it wipes off that amount of the value, sometimes it's 2 or 3% in a day on tiny volumes.

I cannot see why any new Investor would touch Hutchmed given the way the markets behave. Too illiquid.

[nerdofsteel] 07/5/2021 17:58

$884,000 worth of stock traded today on NASDAQ that's wiped another $100m off the mcap

[nerdofsteel] 07/5/2021 14:28

always amazed how a sale of a few thousand ADR's can wipe $200m off the Company's mcap.

[dbadvn] 07/5/2021 08:43

Certainly for a trader in London/NY It would be easy to make a nice turn...

[nerdofsteel] 07/5/2021 06:39

They could drive a merger - CKHH already own a life sciences business - CK Life Sciences Int’l., (Holdings) Inc. (stock code: 0775) so it could be rolled into that although far less likely now CKHH are minority owners.

On the subject of manipulation, given the lowish volume most days this does apppear to be manipulated to high heaven.

[nerdofsteel] 07/5/2021 06:33

829,953
Not a huge amount

[nerdofsteel] 07/5/2021 06:31

6 May '21 - 16:31 - 3157 of 3162
"Asian listing is my decision point."

That is my position, if that doesn't materialise by the end of the year I will reluctantly exit my position.

[steeplejack] 06/5/2021 19:34

Nothing above 0.5% at the moment but back in August 2020,these dudes had a 0.45% short.I’m wondering if the Canada Pension board aren’t shorting their acquired holding…they have ‘previous̵7;.Ironically,rather than borrow stock,they simply acquire courtesy of the company and then start a little hedging shorting campaign.I’m probably wrong but it could explain quite a lot.If the little tykes have made a covered short of some of their holding,when they decide to close,the shares could see a sharp spike and we’ll be none the wiser as to exactly why we’ve suffered a bout of price weakness.They,in turn,have lowered their acquisition price of stock if they close back profitably.


Chi-Med Announces US$100 Million Equity Investment by CPP Investments

Hong Kong, Shanghai, & Florham Park, NJ: Tuesday, November 17, 2020: Hutchison China MediTech Limited ("Chi-Med" or the "Company") (Nasdaq/AIM: HCM) today announces that it has entered into a definitive agreement for the sale of US$100 million of shares at a price equivalent to US$ 30 per American Depositary Share ("ADS") via a private placement to Canada Pension Plan Investment Board ("CPP Investments").

[mcmather] 06/5/2021 17:53

Not sure how reliable: “There are no current short positions above 0.5% in Hutchison China MediTech Ltd”;

[dbadvn] 06/5/2021 17:20

anybody aware of the level of shorting ?

[mcmather] 06/5/2021 16:59

The UT trade - £535.08 - wiped nearly £97m off the market cap...