Instem Share Discussion Threads

[lomax99] 12/4/2021 08:45

Small top up for me, still a buy in Techinvest following d-wise acquisition.

[tradertrev] 12/4/2021 07:58

Usual excellent delivery from Instem in their annual results today. Presentation on InvestorMeetCompany later this afternoon.

[p1nkfish] 06/4/2021 07:02

Wonder how long before the likes of EVOTEC take an interest. I was a shareholder of Cyprotex when they bought them. Instem could very well be of interest and on the list & they could afford £200M+.

[p1nkfish] 30/3/2021 16:06

Missed the call. Will watch later or tomorrow. Was it ok?

[jombaston] 30/3/2021 15:56

I don't think there are any in the UK, not listed anyway. Phil Reason mentioned a company called Cetara which is NASDAQ listed. They have a $3.9bn mkt cap which is 14x their projected 2021 sales. Instem mkt cap of £133m is 2.7x 2021E revenue. EV/EBITDA Cetara is 38.2x whereas INS is 14.4x. Their products are more complements than substitutes even though they operate in the same field and obviously you would expect NASDAQ companies to be rated more highly because, er, well, they just are!

[mw8156] 23/3/2021 12:27

seems they now have an end-to-end capability from drug discovery to drug surveillance once marketed, so if they can integrate the acquisitions successfully the company should be well-set to grow. Does anyone else have the same capability?

[tradertrev] 22/3/2021 08:20

Looks a nice deal - only paying 10x pre-tax profit.

[mw8156] 15/3/2021 22:41

buy price 577 sell price 580 this morning albeit for only 500 shares...market maker short of stock?

[tradertrev] 01/3/2021 19:09

At last, we've spent some money - and reasonably wisely too by the looks of it.

[tradertrev] 04/1/2021 15:43

Hopefully! Been a long time coming.

[lomax99] 04/1/2021 14:37

Finally creeping up, acquisition news soon?

[lomax99] 15/12/2020 07:54

Great news, I had wondered why we saw some share price strength yesterday.

[p1nkfish] 15/12/2020 07:45

Excellent news, bet a very decent amount falls to the bottom line.

[mw8156] 14/12/2020 21:28

selling quote higher than buying briefly today..

[mw8156] 02/12/2020 12:23

wondering when/if acquisition(s) might be announced, would have bought more had they completed a reasonable looking acquisition or two, perhaps. also considering whether their business has been impacted by a slow-down in trials because of Covid.

[p1nkfish] 15/11/2020 12:17

Back near placing price too.

[p1nkfish] 15/11/2020 11:38

Instem at ACT2020 and some info might be released to help show their involvement with ACE2 data. ACE2 = Angiotensin-converting enzyme 2 Critical to understanding Covid and potential for multi-organ damage. Very interesting read, even just looking at the associated diagrams. Https://ccforum.biomedcentral.com/articles/10.1186/s13054-020-03120-0

[p1nkfish] 05/11/2020 07:39

So 16th Nov exoe t ACE info at YS meeting related to cv19. Might get some attention, sounded interesting at yesterday's webinsr.

[p1nkfish] 19/8/2020 15:00

INTERESTING - to me at least. Has anyone any experience of Instem mobile ordering app? Preview as below. An extra dimension from what I can see. Only first part of video references Instem logo etc. Https://vimeo.com/430684533

[p1nkfish] 18/8/2020 12:08

Shouldn't fall in love with an uptrend but this has been a beauty for a decent while. Not one to trade. Long may it continue. Any decent fall back at the mo is a buying opportunity imho. Dyor.

[p1nkfish] 22/7/2020 22:33

They have successfully integrated others so I'm quite relaxed about it. Instem have a good platform and proven resilient and with a number of trends in their favour as a tail wind.

[mw8156] 22/7/2020 20:50

just been looking at the proactive interview, seems that a 'transformational' acquisition is a possibility always makes one slightly nervous, as the existing business seems to be performing excellently, and may be not such a loss to have been left out of the recent fundraise after all until the picture becomes much clearer.

[lomax99] 20/7/2020 08:24

Looking good here, would add that patience is required.

[p1nkfish] 20/7/2020 08:15

Yes, all in line. Presentation Thursday.

[mysteronz] 20/7/2020 08:06

Cracking update. Cashed up too and they spend the money wisely historically