Indivior Share Discussion Threads

[gregmorg] 02/2/2015 11:39

Re: Indivior next figures. I had assumed an announcement at the end of February but Reckitt has indicated 11th Feb for its figures. One must assume that will be the same date for Indivior Plc, given that it was a subsidiary for the majority of last year.

[ygor706] 26/1/2015 13:20

Good and continuing rise here with not a lot to stop it until we hit a bad announcement. More to go for here in my view.

[blippy2] 14/1/2015 19:01

"Certainly its a better pointer than the awarding of large option packages."

Greenblatt has said that he actually likes seeing large option packages for spinoffs, as it gives the managers plenty of incentives to improve performance.

[gregmorg] 14/1/2015 10:47

This one may well take time to develop as annual revenue, based on the current pipeline, in the near term is heading down. That is without deals /link ups which surely must follow( or at least be attempted) now the Company is stand alone

The extremely long, almost all day,webcast of last November, last obtainable via the R and B web site, makes interesting if not reassuring reading. The pipeline appears less risky than for many other Pharma Companies although time will tell.

The first year dividend projection of 40% of net income in 2015 makes for a decent payout in 2015 with the final early in 2016.

The initial valuation seems on the low side given the former parent supposedly attempted to sell it off at a considerable premium to here. Even the City pundits put valuations significantly higher, admittedly a wide variation between them, but all much higher. Only time will tell and my guess is the first indications of the way ahead come on 11th Feb when we presumably get the 2014 final figures. I assume that will be the same day as R and B produces its figures. Consolidated and stand alone or non consolidated, take your pick!

A few directors have bought quite a few shares since 23 December which is always a pointer if you believe in the concept of "follow the money"! Certainly its a better pointer than the awarding of large option packages. So this stock is a new one for me but here's hoping!

[jeffcranbounre] 06/1/2015 18:54

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[ygor706] 04/1/2015 11:49

bscuit.....that was when RB were talking about a £2 bn market cap. A lot less than that now!

[bscuit] 04/1/2015 10:43

Need to remember flotation was only because RB couldn't find a buyer at an acceptable price for this division.

[ygor706] 03/1/2015 17:54

Prospective PE looks very low here for a pharma..........have bought a few to keep an eye on how things develop. December year end so results should be out during the first quarter of the year. Could be a bite sizeed chunk for a takeover at this market cap.

[oregano] 02/1/2015 15:11

me neither, but you'd think so given the cashflow. The CEO appears to be buying a fair few.

[soho2] 02/1/2015 13:53

Do we know if they will pay a div? Can t find anything!