Indivior Share Discussion Threads

[thefod] 06/6/2024 11:13

Can’t find any, seems bizarre when you consider the latest TSband upcoming US listing

[ricky46] 06/6/2024 11:01

Why today?

[ricky46] 06/6/2024 11:01

Some drop on no news

[casholaa] 28/5/2024 10:17

"We expect the transfer of the primary listing will become effective on Thursday June 27, 2024. The Board intends to maintain Indivior's U.K. listing as a secondary listing following the transfer for as long as it is considered to be in the best interests of Indivior and Indivior shareholders as a whole.'"

[rimau1] 23/5/2024 12:52

US listing 27th June confirmed

[rimau1] 23/5/2024 11:44

FY guidance translates to 9x earnings which is a bit silly. The US won't believe it. My target is 12x or 1800 which is very prudent

[rimau1] 23/5/2024 11:29

TU out which reconfirms guidance which is significant as i don't think the market believed them earlier in the year. Plenty of roadshows kicking off over the next 4 weeks in anticipation of the US listing so i have added post the TU hopeful that the bottom is now in.

[casholaa] 22/5/2024 08:37

GM tomorrow. US listing a key topic. GLA.

[casholaa] 21/5/2024 16:10

Same here.

[redwing1] 26/4/2024 06:21

I don't disagree with your analysis Youngers, but I was simply pointing out that the market was being logical in marking down the shares a little. The issues mentioned in yesterday's statement that caused a light quarter may well dissipate through the rest of the year but after putting out such bullish forecast numbers with the final results this update suggests more risk of missing than beating them. Hopefully this won't be the case.

[youngers] 25/4/2024 22:00

This is a high growth company Redwing (granted this last quarter aside). The first Q multiplied by 4 NEVER adds up to the full year results

Question to be answered in half year results is was this a blip or has the trajectory fundamentally changed

Willing to give mgmt the benefit of the doubt for now

[redwing1] 25/4/2024 21:33

Discodave - what do you not understand? 1st quarter numbers don't add up to full year forecasts if you simply multiply by four. This means that they must play catch up now and will miss forecasts if things don't go well. OK?

[elsa7878] 25/4/2024 20:33

SUBLOCADE Q4 2023 $176M, Q1 2024 $179M
PERSERIS Q4 2023 $12M, Q1 2024 $11M.

A bit rubbish, particularly Perseris...again...

[disc0dave46] 25/4/2024 16:28

Red"Numbers are below where they guided last time"They have reconfirmed guidance !.

[redwing1] 25/4/2024 15:00

Why the 'good results' and 'blue finish, anyone' comments? Numbers are below where they guided last time and so the market discounts the possibility of downgrades to come later in the year. If you trust the reasons given for the slow start then it's a buy for the catch up, but the fall in recent weeks and today is an understandable market reaction.

[casholaa] 25/4/2024 09:10

Seen this a few times here. Mentioned it a while back at risk of criticism. It's a rollercoaster. One of my entry point stops kicked-in this morning. Safety first for me. Been here too long to start going in and out.

[gregmorg] 25/4/2024 09:05

Golly gosh, shake, rattle and roll--reminds me of my formative disco days! You either believe the company that there are a couple of near term temporary trading issues in sectors , or you you don't- you read more! I happen to believe, so we will see.

[pngasef] 25/4/2024 09:04

Blue finish anyone??

[dealy] 25/4/2024 08:16

down sharply on a) good results and b) very low volume.looks like a buy

[dealy] 24/4/2024 18:16

Good summary Gregg. Pension funds are there own worst enemy

[pngasef] 24/4/2024 14:03

Q1 update tomorrow folks.

[gregmorg] 23/4/2024 13:49

Well Dealy,
Overall you may well be right re US valuations versus UK valuations. Certainly, David Schwimmer CEO of LSEG Group Plc (of which the London Stock Exchange is a small part) has also stated very similar sentiment.

However, this hasn't stopped the UK media( plus others) and many UK companies and senior executives indicating otherwise and expressing frustration,if not actually indicating they are actively looking at possible relocation. Obviously there can be several agenda's here , and that I accept.

Unfortunately those intimately involved with markets seem not to be able to address the issues very well. Possibly, its just this stage we have reached within a normal stock market cycle although the bigger and more liquid market place argument is powerful. As an ordinary investor here I just find it very frustrating.

[dealy] 23/4/2024 09:32

it's a myth that US listings get a better valuation. Look at Intel and Pfizer - both at very low valuations. Also, US small caps are basically as bad as UK ones