North American Banks Fund Share Discussion Threads

[mad_ideas] 20/1/2001 18:34

anyone has any views on Amersham on any of the following:
- long term future growth of it products
- 10 year performance comparison against the FTSE 100. Is this a fluke or will it continue?
- are the directors buying or selling at the moment
- their American opportunities - so many British companies seem to get stuck when it comes to US expansion....

I have a madidea to keep an eye on this organisation.

[derek wild] 06/10/2000 09:36

Trouble seems to be nigh for Nycomed Amersham. The healthcare company's shares are on the slippery slope and, since closing at 700p early in July, they have lost 10pc. They finished at 629p, down 14p, yesterday, but CSFB reckons they should be trading at nearer 429p.

"The problem is the next year's Nasdaq listing of a 10pc stake in APBiotech, its life sciences venture with Pharmacia, of the US," says the Guardian. "Earlier this week, Nycomed filed registration documents for the float with the US regulators that forced it to disclose the previously unavailable divisional profitability of APB.

"After inspection of the documents, CSFB has concluded that APB is significantly less profitable than its closest rival, Applied Biosystems. CSFB reckons Nycomed's 45pc stake in APB is worth no more than 242p. Combined with the rest of the Nycomed operations, CSFB finds it hard to justify a share price higher than 443p and is advising its clients to sell."

[rajesh pampapathi] 07/3/2000 13:38

ADVFN NewsWire (13:35) - Nycomed Amersham (EPIC: NAM) director, Ronald Eric Long, has sold 65,003 shares in the company at £6.45 per share. The sale reduces his holding to 114,390. The medical research equipment manufacturer has seen its shares more than double in the last month to £7.27.

rmp