Indivior Share Discussion Threads

[disc0dave45] 27/4/2023 13:44

Must be missing something, operating profit now to be less than FY22....I'd pencilled in $239m now it's less than $212m.Haven't digested all of the update yet just skimmed through so more informed opinions welcome, thanks.

[casholaa] 27/4/2023 12:29

Stellar results imvho. dyor & gla.

[casholaa] 25/4/2023 21:28

We're going to Las Vegas... get your jumpsuits cleaned.

[casholaa] 19/4/2023 11:16

Thank you W. I suspect it's news about the dual-listing.

[waldron] 19/4/2023 10:56

Calendar


April/27 | 12:00pm Earnings Release


Perhaps they be knowing something

[tommibone] 19/4/2023 10:36

For what though? What's the positive?

[casholaa] 18/4/2023 10:37

I think Blackrock picked up a few too from the rns yesterday

[steeplejack] 18/4/2023 09:11

Roivant Sciences is Two Seas second largest holding and has just received a bid from Merck.Clearly,Two Seas think that there are reasons to believe that Indivior could be in the headlines.

[steeplejack] 18/4/2023 08:37

Two Seas Capital now has an interest of over 10%.Formerly known as Kairos Capital Management,they announced a holding of around 5% back 2020.

Two Seas Capital LP seeks to generate outsized, uncorrelated returns through investments in events with a legal or regulatory catalyst.Looks like this hedge fund hopes to benefit from volatility on the back of impending legal proceedings.

[casholaa] 31/3/2023 14:09

They'd be daft not to start a further buyback at these share price levels, the share price appears to me to be at around the level it was at the start of October 2022.

[steeplejack] 31/3/2023 08:54

That's true and a 3% holding in 'financial instruments' confirms as much.

[dealy] 30/3/2023 20:31

I find these brokers to be only intermediate holders. this is not really investment. same across many UK stocks

[steeplejack] 30/3/2023 16:18

Morgan Stanley continues to sell.Soon be under 3% of the ord equity……but it has financial instruments (CFDs i presume) giving a total holding of a bit over 6%.

[dealy] 30/3/2023 09:40

very low volume last 2 days. most other small / mid caps have bounced. catch up opportunity here

[dealy] 29/3/2023 18:16

fair comment

[steeplejack] 29/3/2023 13:58

Thereagain,GW Phamaceuticals abandoned AIM a few years back and listed on Nasdaq and was then taken over by Jazz Pharmaceuticals in 2021.Since MIFID2,research coverage for small,mediumUK companies (on the AIM market in particular) has diminished.Indivior is a FT250 constituent but it could well attract better research coverage in the USA and there are currency considerations.US funds might well be reticent to purchase sterling denominated stocks or pay UK government stamp duty for that matter.In any event,Indivior’;s main market is the US and anything which makes the stock more accessible to US investors is eminently sensible.Nowadays,global markets would suggest that things on different exchanges get pretty much equalised but there are clear investor relations advantages in being a quoted vehicle in your primary market.As for the good old UK LSE,the daily traded turnover in heavyweights like Amazon and Apple regularly exceeds the total daily turnover on the UK market.

[dealy] 29/3/2023 09:43

just taken up my fist position in this for 2 years.

[dealy] 27/3/2023 15:24

I have given up using reasoning

[tommibone] 27/3/2023 13:03

But the opioid crisis in the US is where most of the treatment is delivered. Surely the relevance of the market will aid to this?

[dealy] 25/3/2023 17:28

The AIM / UK Ad Tech company Tremor made a big song and dance about how an additional Nasdaq listing would boost its valuation. Since then its shares are down 75%. Clearly it had no positive effect. In general US listings of small / mid caps do not offer higher valuations than the uk. The hurdles and headwinds are the same

[casholaa] 23/3/2023 13:03

Get yourself back up there, give us some g-force toward the sky!

[casholaa] 22/3/2023 10:45

They stated dual-listing will be in the Spring.

[casholaa] 21/3/2023 14:52

Spring started yesterday and runs to 21 June. Also, I think it's about to start gaining ground again but the 'market' rarely agrees with me so dyor + gla