Immunodiagnostic Systems Share Discussion Threads

[theoriginalwonderstuff] 01/7/2009 13:29

The Count/Silverfern

Had bought in on the hope of a sustained rise - lost far too much capital over the last 5 years on the markets and so pulled out ... A profit of 0.001%, but a profit nonetheless ... A sign of the times that anyone could trumpet that ... The rest of my portfolio is down 85-90%!

[silverfern] 01/7/2009 07:51

I wasn;t asked but...the price is now 2.5 times what it was six months ago. That doesn't mean it won't carry on going up, but I expected consolidation at 230-250p in this market. Should it fall, it would likely be due to profit taking than growth prospects; however the higher the price the more that growth is already factored in.

[the count] 29/6/2009 13:12

--->THEORIGINALWONDERSTUFF

Dear TOWS,

I have no idea where we go in the short term as this is a long term investment with little liquidity and little volumes on most days.

All I can say is that they have made strategic acqusitions, launched a company changing product and are at the very beginning of hopefully, a very steep growth curve stretching over a good 3 - 5 years.

On that basis, I believe these will eventually be well north of £10 at some stage in the next 3 - 4 years.

How they get there in the intervening period is something I cannot predict and what the price may do on a day by day basis is really down to crystal ball gazing which is somethign I have never done in my whole investing life.

I believe we are probably in for a period of consolidation after the strong rise we have had in recent weeks, but WTFDIK?

Regards,

THE COUNT!

[theoriginalwonderstuff] 27/6/2009 22:11

Dear Count ...

Been watching this for a while .... Bought in on Friday morning, saw the price continue to rise and felt pleased that we might get to 350 ... Instead we turned around and ended the day at 310-318 ... Do you think Monday will see a rise ... Or are we going to drop below the £3 mark ...

Answers on a postcard, please ...

[the count] 26/6/2009 09:24

--->ALL

Easily burst through its all time high this morning.

Should take a pause for breath shortly.

Regards,

THE COUNT!

[the count] 25/6/2009 17:04

--->PANAGOS

One of the few real successes of the last 12 - 18 months.

I am in profit with all my stock and also picked some up at around the 140p level and carried on doing so all the way up, thus bringing my overall average down massively.

It's helped take some of the pain away from the other stocks. ASD looking strong too with a similar model. Both companies very defesnive and now revenue and profit generating at early stage of strong growth.

For those with patience, the sky is the limit with a far less risk attached (famous last words) than so many companies out there of similar size. These will be north of £10 within 3 - 4 years max.

Hope you are keeping well.

Regards,

THE COUNT!

[panagos] 25/6/2009 16:52

TC,

At 150p a few months back after the placing I remembered your words but I blinked...oh well!

Well done.

[the count] 25/6/2009 16:40

--->ALL

Well, the all time high was back in July 2007, and was a mid price of 297p.

We closed today at a mid price of 294p.

Defensive stock in a defensive sector now with a razors/razor blades type of business growing fast.

Fantastic risk/reward for those with patience to hold for a few years. And without quite the same element of risk as most companies of its size.

Regards,

THE COUNT!

[the count] 25/6/2009 12:06

--->ALL

A virtually unknown and unsung share on this board.

It is now virtually at its all time high. In these markets, that should be saying something. A company growing fast in a defensive sector should move to a premium rating quickly.

This share will be north of £10 within 3-4 years and based on a low risk/reward.

My own holding is now just a little short of 50k shares so I am obviously putting a lot of faith in it.

Regards,

THE COUNT!

[longshanks] 25/6/2009 11:50

this share has made me so happy

[dixies] 23/6/2009 13:19

The PE of 16 is now historic. The company broker's note dated 22nd June projects EPS of 24.3p for 2009/10 and 39.3p for 2010/11 representing P/Es of 9.9 and 6.1 based on the share price of 240p at 22nd June.

[silverfern] 23/6/2009 12:11

results were out yesterday and there has been a characteristic reaction here :)
MY only concermn is what level of growth they expect to deliver from here. Current p/e based on 16.2p a share is now 16 which aos ok but eps growth was not huge, because of the January dulution (I think!). IF they can grow at 25% (if...) then eps of 20 is on the cards for next year with a prospective price of perhaps 280-300p. BUt I am aware the business and the transactional model are quite different going forward from previously so lets have yuor views.

[silverfern] 10/6/2009 18:24

quite- I don't like to comment too much on quiet threads in case the sound of one hand clapping leads me to believe I am right and everyone else wrong! I would suggest that given the current high price the results will be a case of dilution of eps vs outlook for the future

[the count] 10/6/2009 14:53

--->ALL

As this slowly and quietly approaches its all time high, there seems to be absolutely no comment ont he stock.

I would have thought that in these markets, relatively defensive stocks such as this one would be all the rage for investors, but it seems long term investors are very few and far between nowadays.

THE COUNT!

[edcrane] 12/5/2009 09:51

Starting a move up today into results due next month?

[silverfern] 31/3/2009 10:39

I added in the last week too (at 175p). I was not happy at all at the announcement of the placing (which excluded PIs from taking part) but thankfully had funds to triple my holding (at 140p). No-one seems keen to sell into the current price which is a very good sign - mind you a lot of PIs will still be under water. Looking forward to the next 12 months.

[the count] 25/3/2009 09:53

--->SILVERFERN

I added another 2,500 @ 164p today.

As I said, this is a defensive stock....and poised for strong growth for the foreseeable future too.

Regards,

THE COUNT!

[silverfern] 25/3/2009 07:45

ANd here's a useful trading update

[silverfern] 21/3/2009 14:55

Thanks, FWIW I also rate Chemring, same reasons somewhat different industry.

[the count] 21/3/2009 13:12

--->SILVERFERN

I'm in with a large holding and bought more recently at 138p.

This will prove to be a defensive stock in these economic conditions with potential to multibag over the next 2 - 3 years.

Regards,

THE COUNT!

[silverfern] 21/3/2009 11:20

Anyone still with me in these? THinking of buying more - the industry will not go away in any recession and health cos are expected to be a port in the storm. THey still have debt but have reduced that recently.

[stemis] 16/1/2009 08:09

Current forecasts:- 2009 2010
PBT EPS DPS PBT EPS DPS
Oriel Securities 5.80 16.10 2.00 11.00 29.80 2.50
Teathers 5.35 15.22 2.00 8.32 22.71 2.50
Edison 5.36 16.70 1.80 7.30 23.40 2.00
Daniel Stewart 5.50 15.20 1.70 8.70 22.60 1.80
Number of shares in issue - 26,415,813

As at interims - 30 September 2008

Net debt = £12.05M

Company has subsequently raised £2.95M at 130p on 10 December 2008 [the net proceeds of the Placing will be used to provide additional working capital to fund a change in the method of placement of the IDS-iSYS to a reagent rental model. This is expected to lead to a fast roll-out of instruments, secure long term revenues and increase profitability]

On 2 January 2009 the Company sold its loss making haematology business for 4.2M Euro. The consideration is deferred over 48 months but carries interest at 7%.

[geraldus] 15/12/2008 19:57

If the rental model is so much better it makes you wonder why they did not go that route originally.