I've nothing new to add to what I've written many times before, but they plainly have a lot of work going on.
They are recruiting almost constantly.
They seem to have extended the lease on Yarnton.
We know France are getting a lot of work from Geovax - but only because Geovax told us that - OXB have said nothing, so we have to assume that is going to be typical now.
Frank has said words to the effect that he likes to play it cool as he prefers nice surprises. Quite how he juggles that with the market regs must be interesting as some of these will obviously affect guidance, but I guess he can simply show that it will be invoiced next year (so not affecting this year's guidance) whilst he has told us that next year will be better than 35% growth, with quite a few different numbers there all being better than 35%. |
Rather greedy in my view expecting to pick up a load at these prices when the results are declared and we have yet to have the decent post results bounce - so they jiggle around with the share price little by little to remove a few holders step by step in the hope I guess of building a position - will take while and there are only so many drips and drabs I suspect sub 4 quid - all imvho etc
Pay up properly I say :) |
Its quite feasible that there are prospective buyers frustrated by the thin market in OXB shares.Afterall,Simply Wall St are primarily drawing attention to what we all know.OXB is moving into profit and its sales ratio is significantly below that being applied to industry peers.Blackrock are fairly active traders on the margin and the fact that they have built an interest here,suggests that they are speculating that the stock price could be fairly frisky in the short to medium term.
So with just seven weeks to go to the next FTSE review,the runners and riders are amassing at the start.I wouldn’t make short odds for OXB getting into the frame but,who knows,outsiders have come through in the past.To get into the FTSE250 currently and attain that 325th spot,you’ll require a market cap of somewhare between £550 to £600m. |
The price action certainly supports that possibility Dom .
Tuco. |
Hello a " bloke in a pub type scam," |
I have heard (second hand) from a source in the City that a US buyer is looking for very large blocks of shares in OXB and really struggling to find any sellers. As the top ten institutional shareholders own over 60% of the company,and are in rock solid hands , this is completely unsurprising .
OXB should never have to issue new equity again, or at least for several years ahead .
So where are the new buyers going to find a supply of shares ?
Might turn very interesting...... |
BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023.[1] Headquartered at 50 Hudson Yards in Midtown Manhattan, New York City, BlackRock has 78 offices in 38 countries, and clients in 100 countries |
 Apologies if this has already been posted.
Exploring High Growth Tech Stocks in the UK for October 2024
editorial-team@simplywallst.com (Simply Wall St)
Thu, October 3, 2024
Oxford Biomedica
Simply Wall St Growth Rating: ★★★;★★ύ4;
Overview: Oxford Biomedica plc is a contract development and manufacturing organization specializing in delivering therapies globally, with a market capitalization of £400.30 million.
Operations: Oxford Biomedica generates revenue primarily from its platform segment, which accounts for £97.24 million. The company operates as a contract development and manufacturing organization, focusing on global therapeutic delivery.
Oxford Biomedica, amidst a challenging landscape, is steering towards profitability with an anticipated earnings growth of 106.1% annually. The company's commitment to innovation is underscored by its substantial R&D expenditures, which are crucial for its strategic positioning in the biotech sector. Notably, Oxford Biomedica's revenue is projected to surge by 21% yearly, outpacing the UK market average of 3.7%. This growth trajectory is supported by recent executive enhancements and reaffirmed financial guidance aiming for revenues between £126 million and £134 million for 2024, reflecting a robust three-year CAGR of over 35%. |
There seem to be a number of threads on ADVFN where the discussion is along the lines of how much hope they have for FTSE250 promotion - not wanting to dampen spirits at all but there will be potentially some (5 or 10??) rivals for this move .... |
That did it Mr President Sir..... dropped 3p on your optimistic post ;-) |
Last review / index reshuffle of the year is end of November.
If the index is worth about the same as today then just better than 570p per share would get promotion, but I would prefer a safety factor to be sure.
Should that happen then it's all I asked for this year and I will be pleased with that.
Remember though that although Frank has issued then improved then maintained guidance this year, he hasn't really done much news - apart from that roundup RNS in March.
I suspect that if this breakout rocket happens (to propel us back to the valuation of the smaller pre-pandemic company - yes, really) then there needs to be news of some sort to light it. |
4 quid and we can get the beers out...champagne at 8 quid and FTSE250 :) lols...nai |
It was until you asked the question :¬( |
Is this finally breaking out? |
I know simplywallst is auto generated non-sense at times but they do have us at worth over £10 based on future cash flows |
Increase twice in as many days. Interesting. |
Blackrock slight increase |
Field promotion to thread morale officer 1st class is in the post jezmundo. |
Agree with you on this point . Stock very well bid and my sense is very thin on the offer . Could move sharply higher at any time now .
Tuco. |
The chart is looking very good, If we can confidently break through 390, It is a fast rise (weeks) to 650 +
But with BR acquiring, A break through to 390 is a virtual non starter. Here's hoping through. |
Regarding the ongoing theme of "guess the mystery myeloma CAR-T partner", an interesting news story out yesterday:- |
Well the lord gave and then he took away with the volume, didn't he? |
It's all a mystery to me Gareth. I seem to remember someone explaining once that if you go short then someone has to either lend shares they own or they have to be bought and held somewhere to cover the short (I honestly don't know how it works) but perhaps there is something similar with a CFD and so someone has had to take the position (in exchange for a fee) to cover the Blackrock play?
As I admit - I plainly don't know the mechanism of how these instruments are managed.
More interested with the job ad out today
Appreciate OXB are recruiting all the time these days, but we know from past presentations that downstream is more lucrative for OXB than upstream and the line there "We are currently recruiting for multiple Scientist roles at different levels within Downstream Process Development" seemed a very positive sign to me that next year (when the invoices for all this extra work come due) is going to be good. The "greater" bit in greater than 35% growth might be a lot more than OXB dare say at the moment. |
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