Share Name Share Symbol Market Type Share ISIN Share Description
Immunodiagnostic Systems Holdings Plc LSE:IDH London Ordinary Share GB00B01YZ052 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 270.00 260.00 280.00 270.00 270.00 270.00 7,034 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 38.5 0.8 2.7 100.0 78

Immunodiagnostic Systems Share Discussion Threads

Showing 726 to 747 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
30/1/2012
20:42
Many thanks Count. Been here since esi Board days, advfn's predecessor. I am heavily into EKF, having spoken with J Baines a while ago. ANd then gold miners- would diversify but the miners are so under priced right now...IDH I bought at 130p in 2005? but sold in 2008, and bought back round 300p. looked overvalued last year and now a touch undervalued imho, cheers sf
silverfern
30/1/2012
17:17
--->SILVERFERN Yes, I was also in ASD. I obviously am very aware of EKF and I have been quietly buying there in recent months as it is a David Evans 'work in progress' company for me. One of my longer term investments is DEMG but waiting for something material to happen there has been like watching paint dry over the years as management have slowly tried to change NHS and other health authority practices in taking up new technologies. But hopefully, with recent NICE recommendations and the NHS saying they now wish to implement the technology nationwide, we could be about to change all that at long last. In fact, it was in Dec 2004 that I had a meeting with David Evans where he told me he had sold his own holding in DEMG to put money into the IDH IPO. I didn't choose to follow his lead and went for a much smaller amount in IDH than I otherwise would have done. You know the rest... IDH more than 20 bagged in the meantime and DEMG have been range bound in all those years. This investment malarkey has been so very difficult over the years, especially since 2000 no matter what some boys will try to tell you. Regards, THE COUNT!
the count
30/1/2012
15:14
COunt, what other stocks are you in? You are surely awre of EKF and the conenction there? I belive you were in Axis SHield also?
silverfern
30/1/2012
14:04
--->ALL I used the spike to help make up my mind and get out again with a £1500 turn. I want to leave margin free for other holdings in the current climate and I would rather have some more visibility on this one before I think of returning. I certainly am not saying anything is wrong and I too bought on the assumption that the stock was over sold, but I have decided to take a quick turn. The director purchases should help underpin the present share price Regards, THE COUNT!
the count
30/1/2012
14:00
Some meaningful director purchases announced
alftupper
30/1/2012
13:51
mm's trying all the tricks here. Bid just dropped from 343 to 333 in the blink of an eye.
molatovkid
30/1/2012
11:08
Are the forecasts here correct? If so IDH looks interesting imo, with that big director buy today looking rather confident. I struggle to remember when these last traded on a PE of 8. All just my opinion. CR
cockneyrebel
26/1/2012
17:06
IDH is now being squeezed from below (manual testing) and they also mentioned in the late summer how the likes of abbott,roche and others were now providing competition at the larger end of the vitamin d market.It therefore seems quite likely that the middle ground which is typically where the automated machines have been installed will suffer price erosion.Indeed some of the big players are offering vitamin d testing at a meaningful discount to IDH.This all adds up to commoditisation of the bulk of there business in time.The machines that have been placed are typically on 1-3 year contracts.When they come off they will suffer price erosion.This is a changed business and any stab at at a profits forecast over the next 2-3 years is absolute guesswork.While it might appear cheap it will stay so with uncertainty likely to last for some time.
14stuart
25/1/2012
15:57
--->ALL Thankfully, I sold all of my shares at prices ranging from (IIRC) 700p - 1100p. I did so primarily because I needed to release money to keep other holdings which I believed, after the meteoric rise of this one, represented better value. The markets were falling fast. but for a while, i watched IDH go through £12, and naturally I thought I may have made a mistake, certainly in selling all of them. It has turned out to be a good move now. I will not go in as big as before because the road ahead is not clear any more, and David Evans is no longer the chairman, but I bought a few back today. Whether times were hard or not, I certainly would have reduced my holding dramatically anyway as the valuations were looking quite generous in the prevailing markets. But did I know profit warnings were on t he way... no way! Regards, THE COUNT!
the count
25/1/2012
13:25
ODX will give IDH a boost when it starts using the machines! not an invester here yet but watching with interest.
leedslad001
25/1/2012
13:15
PS the bull case is that automated testing really takes off, in which case these are priced attractively, because annual revenue off an automated machine is quite sticky. But you'd need to be looking at 500+ machines in service for this to hold. Is the market that large?
courant
25/1/2012
12:37
You may be correct. However, IDH has enjoyed a premium rating of around 25x over the past few years. Now they have hit a bump, they are morely likely to be rated at 10x or less. They forcast growth this coming year, but they did not forecast 2 profits warnings this year. Therefore, how can their judgement be trusted?
stegrego
25/1/2012
10:42
Stegrego True. But the company has 5 times the turnover and profit and have said they will return to profit growth in 2013. This year will see turnover up but a slight decrease in profit margin. All in all no reason for the share price to fall 75%. I think you will find this share price will recover strongly. I have put my money where my mouth is.
mw16
25/1/2012
07:21
Mw16, The problem is you are not comparing like for like. In 2007 they were growing strongly but now they are in decline, with an uncertain future. Therefore, the p/e values applied will reflect that. More importantly, they now have twice as many shares in issue, so in fact the actual company is worth double what it was at this price in 2007.
stegrego
25/1/2012
07:00
2007 the companys share price was in this range. Turnover 9.92m retained profit 1.59m 2012 Turnover 52m profit 14.5m Do you not think we have value here? Outlooks are just that. See the figures above, these are reality.
mw16
25/1/2012
06:53
The point i make is that there are a lot of ifs and buts. Investors are focusing on the negative instead of the positive. The company has proven stellar growth over last 5 years, they always find a way to grow.
mw16
25/1/2012
06:31
"There may well be value here but it's very hard to tell without seeing how quickly their manual Vit-D gross profits decline." This is spot on. I'm sure there's a viable business here long-term in the automated testing field, the question mark is simply how much that is worth once you strip out the manual testing. I'll be watching very closely.
courant
24/1/2012
22:31
True but they have got the outlook wrong the last two times. What makes you think they will be right this time? The vitamin D market is changing extremely fast.
wjccghcc
24/1/2012
18:32
WJCCGHCC Amazing value in this stock. Its been written off based on fear. If you cant tell how quickly their manual Vit-D gross profits decline then why use that as a basis for selling. The argument on the vit D works both ways as does the case for the IDS-Sys. All things being equal the market has over reacted. I filled my boots today based on the fact that the company is cash generative, cost cutting to compensate for potential Vit D decline and still showing healthy profits with anticapated growth in profits to resume in the near future. This company isnt pie in the sky.
mw16
24/1/2012
17:13
The problem is that 50% of revenues are from the manual Vitamin D tests. They don't split out the gross profit contribution but if H1 margins were flat, it's at least 75%. A number of competitors have now entered this market which combined with the (longer-term) move to automated PoC tests, means they will lose a substantial proportion of their sales over the next 5 years. Will IDS-iSys compensate? Perhaps, but it's clear that assay margins are beginning to come under pressure here also, and placements while increasing, There may well be value here but it's very hard to tell without seeing how quickly their manual Vit-D gross profits decline.
wjccghcc
24/1/2012
15:23
A more bullish view today from LCF Research. I've no position in IDH but now on my watchlist after the large fall in price over the past 6 months. Letter from the Editor Ben Graham is considered to be the first proponent of value investing and has been credited by Warren Buffett as being a major influence on his investment approach. Graham observed that: "In the short term, the stockmarket behaves like a voting machine, but in the long term it acts like a weighing machine. In the long term, true value will be reflected in the stock price. The investor is best off concentrating on the real life performance of his companies and receiving dividends, rather than being too concerned with Mr Market's often irrational behaviour." The share price performance in recent months of Immunodiagnostics Systems Holdings, in which I have a holding, is a good illustration both of the above observations and also of the opportunities thrown up for private investors who choose to invest with the mindset of long term owners. It also illustrates the inherent weaknesses of the UK's capital markets processes in supporting the development of the sort of Mittelsand companies which the UK economy so badly needs. Here are some salient features: The share price has moved from 800p (mkt cap £225m) in August 2010 to a high of 1218p (mkt cap £345m) in August 2011 to a price of 291.5p (mkt cap of £82.6m) on 23rd January 2012. The price drop in Autumn 2011 was occasioned by the impact of increased competition in the Vitamin D market. The company had told the market during the previous year that increased competition would occur and had also, in my opinion, outlined a sound strategy for mitigating over the medium term the effects of increasing competition. A former senior investment banker tells me that as the market cap rose to its high in August 2011, it passed certain trigger points which brought in new institutional investors. However, as the market cap fell, it triggered the need to sell on the part of those investors. As readers will know, my views on the ability of the marketmaking system to provide a stabilising influence under such circumstances are unprintable! In my opinion the company did not articulate its strategy for being a growth stock as clearly as it could have done at the time of its November 2011 interim results announcement. The commercial reality of developing a long term business does not always occur as a straight line process, fitting neatly into accounting periods, which makes it essential to communicate strategy very succinctly particularly when trading is challenging. Looking at the company's track record since listing on AIM in 2004, it has demonstrated the ability to identify some excellent strategic acquisitions and to be able to execute on challenging projects embracing science, engineering and markets. These skills do not evaporate over night. I and several investors whom I know who have a Ben Graham mindset are currently increasing our IDS shareholdings. It is a style of investing which is akin to a salvage tug patiently waiting for the valuable 'wrecks' which Mr Market insists upon delivering from time to time! Charles Breese: Editor
masurenguy
23/1/2012
09:17
Yup. PBT now approx 20% below forecasts for the full year.
wjccghcc
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
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