Niox Share Discussion Threads

[badday] 25/7/2023 18:57

Positive mention from John Rosenior

Effectively, let it run.
It will get bought…but hopefully not too soon

hxxps://youtu.be/FigHbHNCkOg

[earwacks] 22/7/2023 08:14

Got a favourable write up in stockopedia Small cap review. I know I said I was unlikely to top up at this price but we may still be a long way from the top apparently. At this moment in time the share is expensive but the possibility of accelerated growth is very conceivable as sales are still at and early stage in a huge market, like around 5 percent of potential size. Special dividend will dent the cash pile by 10 million but that could be replaced very quickly if sales continue to grow not even allowing for home test diagnostic when it arrives. There is a double whammy up here because as the equipment sales grow with great margins, so the refill sales multiply. Obvious risks are a cure for all respiratory diseases or a competition makes a better products. Singer is guiding over 1 pound now which At first I thought was ridiculous . Now I’m not so sure. I think basically it’s one to hold for very possible takeover which any serious buyer one would have thought would want to be agreed sooner than laterGl all holders

[johnyee 7] 19/7/2023 11:04

Some nice big buys this morning.

[earwacks] 19/7/2023 10:41

Every time there is a bit of profit taking it bounces right back up. Sure sign of strength. Dangerous trading this at the moment what with potential takeover not to mention looming dividend which will cover my flights to Aus and back!

[bc4] 18/7/2023 18:16

Finished at the days high hopefully a good sign

[edwardt] 18/7/2023 08:09

Boom! Seems like we are breathing life into share price as well as folks lungs

[earwacks] 18/7/2023 08:02

Would have liked some news on the home testing kit development. Not complaining. It comes when it comes. Just surprised. Will add significantly when it does to already fantastic increase to cash generation . Dont be too harsh on rampers. Remember this has still made a very small dent of about 5 percent of potential overall market! Also it sounds like the dividend is a permanent fixture whether at the same rate as the special
Is maybe to be determined. If you bought in around 25p that’s a 10 percent divi. I averaged up all the way to 50p. Not sure I will top up from here. Just wait for an offer I hope. What a time to have 600 million tax offset!

[thedudie] 18/7/2023 07:10

Looks a strong trading statement .... I particularly like the material upgrade bit!

We indicated at the time of our AGM in May that adjusted EBITDA (1) would be significantly higher than management expectations at the start of the year. After two further full months of strong trading, particularly in the APAC region, management's expectations for the year end outturn have been subject to further material upgrade.

[edwardt] 13/7/2023 16:49

Told you it was quality

[earwacks] 11/7/2023 16:53

Mills is not on the board of Niox as he was with Bioquel. I think he has total confidence in Johnson. No idea how many companies would be interested in Niox but I but I don’t suppose AZN are the only ones. Mills was wrong about them not getting to 60p under their own steam. I am surprised that Paul Hill is kicking himself for not buying in. I bought some more in the small dip. They are still a great buy. Ok your not going to double your money now but still some big dividends or a buyout not to be sniffed at. Got to be minimum 70p now

[bc4] 10/7/2023 09:15

Looks like a bit of life in NIOX could be back on the move

[edwardt] 14/6/2023 20:20

This is quality growth now so should compound over time irrespective of a bid. Happy to sit tight here.

[earwacks] 14/6/2023 15:50

98k sell this morning dented the share price a little . Then a 3,700,000 buy this afternoon steadied the ship. Great to get in a little top up below 60p. Effectively a 5% special dividend in September. Expecting £30 million cash pile by year end and thats without the home test launch. No indication yet on that. Mills says most of the money has been made on this now. That as maybe but still must be at least 20% upside without a bid. Dont think he expected this to get in the 60s without an offer on the table. This is and will be even more of a cash cow. Cant see how it wont get bought. Maybe waiting for confirmation on home test kit.

[p1nkfish] 08/6/2023 09:53

Will Mills be encouraging a trade sale now the price has run up and less immediate upside left on the table?

Home test kit will be important.

[badday] 07/6/2023 13:51

It’s all worth a listen, but for those in a rush NIOX gets discussed around 17 minutes in.

[thedudie] 07/6/2023 08:54

Very nice ... I didn't expect that quite so soon.
Business is booming and throwing off cash.

I think it will soon catch the eye of a trade buyer.

[p1nkfish] 07/6/2023 08:45

Still before Home Test Kit too that can only add benefits. Lovely turn around.

[bc4] 07/6/2023 07:53

It tells you how much cash they are making

[p1nkfish] 07/6/2023 07:29

Special divi, nice.

[allstar_07] 06/6/2023 20:33

Huge volume today changing hands at 62 8 which must be positive, wonder when we will get an rns...

[earwacks] 04/6/2023 08:24

Plenty more to come I expect. 22 million cash after paying 1 million for disused business. Dividend to be announced, and launch of home test kit. On top of that would make a very attractive earnings enhancer to a large pharma. With the growth potential its still not really expensive for this sector

[bc4] 30/5/2023 16:47

Well after the tree shake it looks like we are back in the 60s nice rise today in a falling market,

[allstar_07] 26/5/2023 14:25

30days iirc