Oxford Biomedica Share Discussion Threads

[harry s truman] 22/9/2022 09:37

Just for interest here, this morning's trade values so far against type (with ALGO = bot machine trade).

tradeValue tradeType
£1,006 P ALGO
£2,457 P ALGO
£484 P ALGO
£588 P
£97 P
£1,529 P ALGO
£31 P ALGO
£123 P ALGO
£584 P
£123 P ALGO
£1,136 P ALGO
£1,876 P
£1,531 P
£73 P
£324 P ALGO
£4,152 P ALGO
£243 P ALGO
£1,473 P ALGO
£42 P ALGO
£930 P ALGO
£246 P ALGO
£38 P ALGO
£4,966 P
£362 P
£123 P ALGO
£227 P ALGO
£934 P ALGO
£595 P ALGO
£2,474 P ALGO
£954 P ALGO
£107 P ALGO
£1,245 P ALGO
£145 P ALGO
£1,329 P ALGO
£8 P
£2,478 P ALGO
£1,455 P ALGO
£292 P
£23 P ALGO
£173 P ALGO
£601 P ALGO
£2,091 P ALGO
£1,933 P
£1,554 P
£151 P ALGO
£818 P ALGO
£582 P ALGO
£1,002 P ALGO
£814 P ALGO
£1,507 P ALGO
£152 P ALGO
£2,516 P ALGO
£407 P ALGO
£2,529 P ALGO
£383 P
£1,034 P ALGO
£164 P ALGO
£1,658 P ALGO
£24 P
£862 P ALGO
£453 P
£453 P
£1,870 P ALGO
£3,942 P ALGO
£8 P ALGO
£148 P
£485 NLIQ P
£41 P

[gigabit] 22/9/2022 09:01

#3916 - it is worth actually asking that question. What is it that the market sees that results in such a negative assessment? On the plus side are the things that HST has listed repeatedly, some of which have real or potential value, and the possibility of a substantial order from the Serum Institute at some future date. On the minus side the company is loss-making, repeatedly raising cash through funding rounds or selling the family silver and has the Homology deal hanging round its neck like a millstone.

I have no doubt that the long-term prospects are good but the market is a short-term orientated one hence the loss of value. It will come back, eventually.

[harry s truman] 21/9/2022 18:24

Nothing in detail here, just a reminder that we are seen as a covid stock in the period since that became a dirty word



How we are worth less now than pre-covid / pre-vaccine work with the company bigger earning and with more work is a different question.

[marcusl2] 21/9/2022 12:34

Emily Holden, our Investor Relations Associate. In the interview Emily discusses what appealed to her about the role at #OXB, her typical working day, and the biggest highlights of the job so far.

[badger60] 21/9/2022 09:38

Oh dear......next stop 3 quid? (Don't forget, the first cut is the cheapest.............ask Diggle).

[badger60] 21/9/2022 01:28

It's becoming more apparent that meaningful fundraising of any description is going to be a major issue going forward.
OXB management have hoodwinked investors who unfortunately own something which is not written on the box. In the meantime said management are enjoying a lucrative lifestyle with zero financial performance targets, courtesy of mug shareholder's cash investment which consists of ongoing begging bowl equity issuance and loans for the past 30 years.

[badger60] 21/9/2022 00:23

LSE bb OXB shareholders are now viewing the state of the company as a highly negative risk investment .....with just cause...

: InterimsFri 09:25

"Sale and leaseback isn't death spiral financing but it's hardly a sign of strength either and that's the way the market seems to have taken it reading the interims as no likelihood of profitability soon and cashflow problems.
In an acute dilemma as to whether to crystallise my large losses or hang on for a few more years, as that's as long as it's going to be imho"

[harry s truman] 20/9/2022 20:55

(Fom that previous news story)

The world's largest vaccine manufacturer - the Serum Institute of India - is already lined up to make more than 100 million doses a year.

Prof Hill said the vaccine - called R21 - could be made for "a few dollars" and "we really could be looking at a very substantial reduction in that horrendous burden of malaria".

He added: "We hope that this will be deployed and available and saving lives, certainly by the end of next year."



There's a lot involved just in going from pilot to volume production and then there's the testing and such involved with every batch they make. If they are expecting to be using it on a mass basis this time next year then they will need to start the ball rolling very soon (imho).

[bountyhunter] 20/9/2022 18:44

yawn, anything relevant to say about OXB?

[andymunchkin] 20/9/2022 15:44

badger6019 Sep '22 - 13:33 - 157 of 182
0 1 0
Re RNS
All very iffy....undisclosed "this" and undisclosed "that"........and undisclosed revenues (if any). Again,agreements/"partnerships" are not contracts.
SHOW ME THE MONEY!!!!!!!
-----
tis reminds meOff bounTyHunter plentyOff undissclosed skeleTons inn his/her CloseT...Bountys previous pump ncyt isTaking itsLast breaths..

[seanje] 20/9/2022 15:40

I suspect if OXB gets the contract to manufacture the malaria vaccine from SII and there is a high chance that it will that the share price will soar and it will be seen as the malaria stock. Regardless of how much the contract is worth. We are living in an age of populism. Not just in politics but in all other areas too. Fed by social media.

[harry s truman] 20/9/2022 15:30

This will sound mad Phil (even for me) but with hindsight I think the best and worst thing OXB ever did was to help out globally with the covid vaccine.

Best because it was the right thing to do, they did a brilliant job and helped out many other countries and companies and that will be remembered in the trade.

Worst because we are now seen as a covid stock in a post covid era and the people who have to cover hundreds of companies or write copy for the press are really struggling to get past that.

I still struggle with this concept that a one off windfall in the middle of a steady year on year revenue growth (when the post windfall revenue is still more than the year on year pre-windfall revenue) represents some kind of business failure when the underlying business continues to grow.

Anyway, there's nothing I can do about this and the only short term plus point I can give you is what they said in the interims, that in the remainder of the working year (14 weeks?) they will announce new contracts, the sale and leaseback will be finalised and they will sort the loan.

If the bulk of that could come before the end of November then we might get lucky for the quarterly review. We'll have to wait and see.

[andymunchkin] 20/9/2022 15:28

coRRosiVe pump&dump by boUnTyhUnTeR

[philh75] 20/9/2022 15:14

I hope so Harry. They say the average bear market is 289 days, and so that makes the end of this one around 19th October. May be it’s one last search for shares before a reversal.

[harry s truman] 20/9/2022 15:07

The price fell away after 1pm

32 trades since then as I type

Only 6 of those trades weren't marked as bots and one of them was for a single share.

Of these 6 trades total value was £2,377 (including the £4 trade).

Total value of all trades since then £22,610.

This is honestly not my bag, but from what I've read of other people who seemed to know about this, is seems awfully like spending £20k to look for stop loss sales below £4. But I doubt there are any of those.

Surely anyone who has waited this long is just going to stick it out now?

[catsick] 20/9/2022 13:58

Getting close to where the bottom gets pinched

[stocktastic] 20/9/2022 13:23

"Let me give you a little forecast of my own"

LOL
How did that one play out Harry?
Same every time

[catsick] 20/9/2022 11:56

By the way this is badger70https://hk.linkedin.com/in/peterlewiscc