Immunodiagnostic Systems Share Discussion Threads

[silverfern] 26/5/2006 14:32

buying opportunity!

[cockneyrebel] 15/5/2006 16:58

I thought the price held up fabulous today. Must be a buyer in the market for these to be down just 3.5p on sells of £26K.

CR

[george19] 15/5/2006 16:51

RNS today states Chief Scientific Officer Dr. Lee has left the company by mutual consent to seek further opportunities elsewhere. Could be the reason for the downturn in the share price or perhaps the depressed world markets. Or a little of both. No reason given other than the above. He joined in September 2005.

[cockneyrebel] 26/4/2006 13:43

Oh yes, moving up nicely at last - reckon there's bags more here, doubler over 12 months perhaps.

CR

[cockneyrebel] 25/4/2006 14:53

What would I pay for 50% earnings growth? I think I'd be happy with paying a PE of 17, happy to hold a PE of 24-25.

A PE of 25 and growth of 50% is a PEG of 0.5 - that's cheap.

forward PE today is around 13 or less going by forecasts and company trading statement imo.

I can see these at £2 come the results, a lot more within a year myself.

CR

[silverfern] 25/4/2006 14:48

and after saying that I just bought another 2000; I'd never make a politician, I believe what I say!

[silverfern] 25/4/2006 14:25

Juke - well a forward looking pe is by definition based partly on conjecture. So take your pick. If you are asking is the company fully priced at present, then I would say no, or I'd sell and CR would agree or he wouldn't have just bought. IT's a new company (to the FSE), it's doing very well, the market is not awake to it yet - it still has to keep on doing well and that is your risk at this stage (pretty low given the trading update in Feb I'd say). If it gets back to 130p again all other factors being even I will sell other shares to buy more in this - I currently have over 10k.

[cockneyrebel] 25/4/2006 10:54

think I just moved it with my top up :-)

Way, way too cheap imo.

CR

[the original juke] 24/4/2006 20:43

I think a reasonable forward pe would be around the 22 mark. No logic behind this other than it seems fair given this companies size, track record and potential. Anyone any idea what that makes the fair price?

[cockneyrebel] 20/4/2006 11:33

50% growth on a PE 13 anyone?

Moving well today

CR

[cockneyrebel] 19/4/2006 11:06

Starting to move at last, these have to be miles too cheap on a forward PE of 11 and 50% earnings growth forecast imo

CR

[silverfern] 13/4/2006 16:58

Selling at this time can mean covering your capital gains tax position. Or it could mean they didn't get more than a 3% pay rise : )

Mr Mate, I posted on 6 April the way I deal with this stuff; you either invest or you day-trade you can'tdo both. And certainly not the latter in this one. And nice to see you are in SEY !

[george19] 13/4/2006 13:12

CR - I agree. Like you, I took the view that the statement was slightly bullish if anything. Having declared the sales there was, in my opinion, no real requirement for them to offer any form of explanation.

[cockneyrebel] 13/4/2006 12:31

yep, director sells were minor compared to the holdings. Also I thought it was refreshing for them to reitterate that the sell didn't mean there was anything untoward.

The fact they put out a bullish trading statement, then sold ahead of the results, then said that in the share sale RNS means they now have to be proved right imo.

Directors have limited times in which to sell - if I thought the shares were going down I'd want to do more than skim a few from a very large holding. Doing it this way leaves the news 'clean' after the results rather than put out cracking news then dump shares that then stalls the share price.

I'm actually more confident after those small director buys.

CR

[myoldmate] 13/4/2006 12:06

Yeah! just my mecernary instincts surfacing.

[george19] 13/4/2006 11:42

myoldmate - The directors concerned still hold 1.36m and 313K shares each so the sales are of little consequence to me, although I understand your point of view.

[myoldmate] 12/4/2006 18:12

Pity really. With the market in general a bit depressed and news of directors selling I was hoping these would have fallen further so that I could get some more at a reduced price.

That sharp rise a couple of weeks ago caught me cold, I'd been looking to add but it put me off. There's a while to the results so I'll see what happens over the coming days/weeks.

[george19] 12/4/2006 13:06

RNS today states that two directors have sold 30K and 50K of shares respectively for purely personal financial reasons. They are still significant holders and confirm that the company is confident of continuing growth during 2006/07.

[silverfern] 06/4/2006 22:09

For what it's worth, I only ever buy shares on the rise and with solid growth or performance behind them. I now realise this makes me a 'momentum' investor. NO one gets in at the bottom, no-one gets out at the top. For some companies, that's because you die before they finish growing : )

For around 50% of my purchases, I have to watch them go down before they go up again, but so what? If my assesssment was right I will make money anyway. Of course some go down and stay there.

[myoldmate] 06/4/2006 16:27

The rise was probably due to being tipped in the IC this week, plus maybe? the CR factor came into place ;o)

It's a sod that it happened, I didn't think these would move much until nearer the results, now I don't know whether to buy or wait and see if the price drops a bit.

[silverfern] 06/4/2006 12:59

Cr - you should have written a couple more paras - you'd have got to 225p : ) This is such a secret the following days after we climb 15% ....nothing, not one buy or sell! Shhhh

[felix99] 03/4/2006 16:50

CR - point about Scalping noted lol ! Agree

[george19] 03/4/2006 13:49

In my post 75 I remarked " Wouldn't it be terrible if the share price raced ahead before I could act." Perhaps I should have kept my big mouth shut! :o)

[cockneyrebel] 03/4/2006 13:18

these are going a lot higher imo.

I'm not interested in scalping 10% - I think these will be over 150p before long as they start getting towards fair value.

A PE of 15+ is easily justifiable for this sort of growth - 175p - reckon they'll get there easy too.

CR

[cockneyrebel] 03/4/2006 12:57

5.4p eps in H2 means the 11.37p eps forecast for the year ahead looks a doddle imo.

I'd be surprised if they are not upgraded to 12.5p+ for this year.

Just on the forecasts tho, the PE even at 140p = 12 while the growth rate is 55% - incredibly cheap. PEG 0.2 - a PEG of three times this at 0.6 is looked on as a screaming buy by most growth at no price investors.

CR