Mercia Asset Management Share Discussion Threads

[redartbmud] 05/6/2020 09:38

I hold too. I was suckered in, not realising that PI's would be watered down by very cheap share issues to thied parties, and any profits on asset sales gifted to partners.
Ponzi style operation.

[p1nkfish] 05/6/2020 09:33

Not yet out of the downtrend too. Might have stopped but not turned.

[p1nkfish] 05/6/2020 08:22

Theres a lack of confidence in Merc in the market.
How do they put that right?
I hold.
We were entering a dep freeze economically. It wont be much easier for a while.

[p1nkfish] 05/6/2020 08:18

Just look at the share price performance. Look at it verse other positive changes in portfolio. Difference = market perception of management imho. Barge pole.

[redartbmud] 05/6/2020 08:17

pink

Perfect assessment, in just a few words.

[p1nkfish] 05/6/2020 08:16

Looking at GROW, IPO (not identical but similar segment) and others, Merc have a problem. Their exits to date have been dire, attitude towards PIs poor and hence the market doesn't want to know. I guess management are cosy as they are.

[redartbmud] 05/6/2020 07:56

pink

I am 100% certain that management is sticking up 2 fingers to PI's and treating them as a money pit to satisfy theit own opulent returns from the business.

[wan] 05/6/2020 07:49

Mercia's underlying portfolio news flow over the last few months has been generally quite positive. And the COVID situation may have brought certain portfolio companies into sharper focus, and subsequently onto more acquisition radars.

[andyview] 04/6/2020 22:09

I’m in for the re-rate too
Gla

[p1nkfish] 04/6/2020 21:02

They'd better.

[waterfall city] 04/6/2020 19:05

With a profitable fund management business and a maturing portfolio, if it can make some profitable exits in the next couple of years these shares should re rate.

[sev22] 04/6/2020 18:05

Sarissa Biomedical Limited from Mercia's #eis funds has raised £1.2m for a new hand-held device that allows paramedics and emergency doctors to diagnose patients who are having a stroke. #techthatmatters. Read the full story here - bit.ly/371f20p pic.twitter.com/hvGQaQpGSj

[weatherman] 03/6/2020 13:30

I am wondering why Mercia doesn't float Oxford Genetics Ltd - it must have had over £5m turnover to April 2020, more than some floated biotechs, and growing at 100% per year. Could get to £10m this year.

Perhaps they just don't trust the market when some historic floats have flopped.

[sev22] 03/6/2020 12:52

@MERCIA_PLC

Don't miss tomorrow's webinar at 12.30pm with Ian Wilson and Diane Cheesebrough who will be discussing business life post #Lockdown. REGISTER FOR FREE HERE - bit.ly/3dpmuF6 pic.twitter.com/tySueSA0rO

[p1nkfish] 01/6/2020 16:33

Anyone else think the market just doesn't trust the management to have the shareholder as a central concern?

[cheshire man] 20/5/2020 09:57

Mercia Asset Management PLC
@Mercia_PLC
·
1h
A fantastic businesses, i-phyc, which is helping to reduce river pollution has received £550k of investment from private investors and Mercia's #MEIF fund- read the full story here

[longshanks] 20/5/2020 09:53

Great to listen to Columbarius.It is usually the more naive and less informed investors that tend to hold views about market makers that verge on the paranoid.

[columbarius] 15/5/2020 16:11

Good interview here on stock dealing from the viewpoint of a market maker. Lots of interesting insights to counter balance the negative comments often directed at market makers on bulletin boards.

[andyview] 14/5/2020 07:42

Thanks to john on lse

[andyview] 14/5/2020 07:34

More great news out from MERC today, excellent portfolio with products cooking to market.

Gla

[andyview] 11/5/2020 14:44

Renewed interest and volume today, a strong buy here imho


Gla

[gwr7] 09/5/2020 16:12

85 percent accracy levels in that spiel :-) Looks like the viral and antibody tests are being confused - not the first time that’s happened. ‘CV19 cell’ is nonsense.
A well made point about accuracy though. It’s of prime importance with all types of tests.

[srichardson8] 06/5/2020 19:47

True we cannot see revenues at Oxgene but most companies in this space are more in the development stage. This is somewhere MERC invests.Fuji Film is a survivor from the transformation of photography from silver oxide to digital; it adapted to digital and diversified into pharma. Unlike Kodak RIP.
(from Oxgene website)
Most recently, they partnered with Fujifilm Diosynth Biotechnologies (FDB), who will use OXGENE’s proprietary AAV production platform for customers engaged in process development and GMP manufacture of gene therapies at FDB’s College Station, Texas site.
from FujiFilm Dio website)
FUJIFILM Diosynth Biotechnologies an industry-leading Biologics Contract Development and Manufacturing Organization (CDMO) with locations in Teesside, UK, RTP, North Carolina, College Station, Texas and Hillerød, Denmark. FUJIFILM Diosynth Biotechnologies has over thirty years of experience in the development and manufacturing of recombinant proteins, vaccines, monoclonal antibodies, among other large molecules, viral products and medical countermeasures expressed in a wide array of microbial, mammalian, and host/virus systems. FUJIFILM Diosynth Biotechnologies is a partnership between FUJIFILM Corporation and Mitsubishi Corporation. For more information, go to: www.fujifilmdiosynth.com