"My honest opinion is that they are all embargoed for a reason unknown to us"
Feels like that's a decent stab at reading the tea leaves |
Regarding no director buys - I think that the policy is that they should build a personal holding that is equivalent to an annual LTIP award. No idea what time frame that's over.
Some boards are very strong on this. Alan Parker (ex Whitbread) was a stickler in his later NED roles. |
By the way - I tried to send Harry an apology using a 'message' directly to him. But as he has me filtered/blocked, the message would not send. So he wouldn't have seen my post unless somebody forwarded it to him. Or he might have briefly unfiltered me to have a sneaky view, as he has admitted doing on the odd occasion. My apologies to all offended by my 'skirt'. |
You might have hit the nail on the head.If you haven't got a microscope and 'Doctor' before your name,you're really not worth bothering with! |
My thoughts too icejelly. A better thought than 'perhaps there is nothing yet worth betting on'. |
Could it be that the directors feel they have enough shares through their options? |
Gareth,
I would say it depends who knows what about what (which I appreciate is no help).
My understanding (spin the wheel with this one) of the market regs is that knowledge of something planned / happening which could ordinarily be expected as part of normal business and is within existing guidance / forecasts, then that wouldn't be price sensitive and wouldn't stop you buying in the open periods immediately following the results.
None of them have bought in 2 open periods now. For none of them to do it - not even put a few in an ISA or something, when the company is constantly upping guidance over that time? It's very unusual.
Due diligence takes a long time and if the board has agreed to let someone examine the company very closely then they all would know.
So something / some event before the full year results last year which is still in play? |
I've just heard a rumour Dom that Welby will be the new host of MOTD and Lineker is going to become the new Archbishop of Canterbury. If true then our non-exec board dodged a couple of bullets there imho. |
HST, I have questioned, as you know what do our corporate brokers do for us publicly. Broker notes, price targets, bringing in new partners. I'm only a novice, perhaps there is more paddling beneath the water but I can't see it. Director buys, it's been months since we speculated why no director buys, there cannot be sensitive information which prevents director buys months before and significant signed off deal (can there?). |
Because nobody has told Frank that OXB has shareholders? |
Repeated more times than UKGold I know, but I think the random walk with the daily chart doesn't ever really mean anything on low volume. Something of a trend happening over a few days on better than normal daily volume then fair enough, but at the moment OXB is very quiet.
In fact, for a company with a new broom CFO about to rehabilitate itself and start its first profitable year since 2021 and almost certainly its record ever sales year, then it's eerily quiet isn't it? Almost locked down quiet.
No broker notes. No Times interview with Frank following the results. If there has been any self-promotion of what we have / where we are going then I've missed it. The latest corporate presentation on the website is still the interims slides.
This "time of the year" or running silent for some other reason?
Best answer wins a signed copy of Prince Harry's memoire. Runner up receives 2 copies. |
Really funny to watch the britishbulls bot dealing system get in such a complete pickle this week over trading this share. Issued a sell order as price drifted back to 410, then needed to reverse it a day later when short sided so asked clients to move to cash and will no doubt move back to buy as share price drifts higher. LTBH can be somewhat less stressful (sometimes!).... |
 Its going to be full steam ahead for US equities and all things crypto for a few days at least.As for the UK,Reeves budget and the threat of tariffs suggest a relatively drab performance by UK equities.Of course its worth noting that if, perchance,you were interested in getting involved in crypto,the FCA have decided,along with the European Union,that its downright unhealthy for your average punter to have anything to do with crypto.So US crypto ETFs are off limits,for example,to your average uk investor as a convenient means of sharing in this prospective Trump/Musk inspired bonanza.You can buy crypto through an exchange like Coinbase but its not a simple affair and involves an element of security risk.Why half the globe is permitted to run wild sampling a universe of investment opportunities while the other half suffer a 1984 Big Brother syndrome is not quite clear.There are self assigned parties out there who appear to believe that they know best and we need protecting from ourselves.Sorry to ramble off topic,its an age thing. |
The Trump victory seems to be influencing the investors into favouring certain parts of the market atm (e.g. BTC, US small cap) and I wonder what influence this has on the UK mid cap world especially with the recent budget influences to work through.
This may mean a lot more patience in the interim - let's wait and see as they say :) |
Harry.....I've been quiet of late but I'm still here. Despite the threat of increased tariffs for goods manufactured in the U.K. or Europe, I still regard this share as being Trump neutral and thus far things appear to be developing nicely. Achieving sustainable profitability ASAP must be the key objective going forward: after that the general story should come more into play and plenty of influential people have eyes on here. Keep smiling Harry. |
I'm sure it's their own vector Phil and it seems to have done very little for Syncona this morning too. |
SJ,
Probably a little before your time but IJ used to be one of the bulls here. Frequent contributor, regularly taking part with the entertainment committee sweep entries and such. Then came the fall when the market turned on us and something changed. Maybe it's PTSD or similar, but I became the whipping boy at that point. I don't know what he wrote the other day because he was filtered long ago, but I can guess. I also know that there are a few others here who will vote up anything which pokes me in the eye for reasons which may or may not include OXB.
Do I care? Honestly no. Would I prefer it didn't happen? Of course, but this is life and the reality of characters when given the shield of anonymity.
I've mentioned before that I got into the habit of doing the acting thread morale officer role when things weren't so great for OXB and I've never really stopped. I don't do it with my other shares and though I intend to see OXB out now, it's not something I'll ever do again.
If along the way it's helped out a few people with things they might not have ordinarily found / known about whilst sat in isolation with some shares they were concerned about, then I'm happy with that and will call the whole thing good. |
Do we think that is one of our clients Cousin? |
Autolus have received their FDA approval for commercial launch |
Dearie,dearie,me.
Harry has never made any secret of his ‘love’ of OXB.It is very much his hobby and he will hold the stock through thick and thin.His rose tinted glasses in no way detract from his exemplary knowledge of the company and the biotech industry.I have never looked to these (or any other BB) to give other than a very opinionated and subjective guidance of where the share price is heading.What Harry provides is an extensive knowledge of OXB which are the tools to make an educated assessment of how the shares should be valued.Whether his investment in OXB has been successful (which i understand it has) is irrelevant really.In an increasingly fickle world,i find Harry’s loyalty to OXB more worthy of praise than caustic wit. |
icejelly, that's a bit harsh mate. |
Maybe you have me filtered (can't blame you, I filter a few myself) but Phil's probably noticed that I replied to your same point back in September and linked to it when on the same subject yesterday.
In many less words this time, I think if OXB were a biologics basher who recently decided to have a go at CGT but had no vectors of their own to offer then it would be a really good comparison.
As it stands, probably not.
Unless they are distressed in some way I would be surprised if any of our large long term holders (who sat through the '21 peak) were interested in 3x today. It would have to be a lot more than that imho. My long term hunch has been that Novo are just waiting for better future numbers so that a multiple acceptable to them comes up with the right figure for the people who matter. |
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