Oxford Nanopore Technolo... Share Discussion Threads

[tsmith2] 03/5/2024 10:49

even if they crossed a threshold?

[bamboo2] 03/5/2024 10:44

Less than 2%, no need to inform if below reporting thresholds of 3%, for UK holders or 5% do international holders, afaik.

[tsmith2] 03/5/2024 10:00

bizarrely we've still not had a holding statement after the 15m trade being printed

[tsmith2] 03/5/2024 09:59

Thank you, assume that's a buy with TP, given current share price

[kash_] 03/5/2024 09:44

Deutsche bank target £1.90

[tsmith2] 03/5/2024 09:27

there's a news/release flag on the app but k can't see anything - anyone know/see any better?

[brucie5] 03/5/2024 08:34

Vulgaris, thanks. You may of course be right, but I suspect this technology has value and the product line will continue to evolve to address the market. The chart suggests to me that capitulation is now pretty much over and buyers see the opportunity. Fortunately, no pressure on cash.

[tsmith2] 03/5/2024 05:47

"We are confident that we can deliver underlying revenue growth of 20 to 30% in 2024 and greater than 30% in the medium term."all about COVID?

[vulgaris] 03/5/2024 00:33

@rec220. You may well be right. But it's a long-term speculation, which may (or may not) pay off handsomely.

How many of the 7600 are small university-project/R&D buyers vs how many are substantial regular/routine users? It's the latter who have the changing chemistry/SOP issues. Like many biotechs they had a brief bonanza from COVID, but that's now a busted flush.

[ih_828197] 02/5/2024 23:53

And regarding a marketable product the 7600 active customers prove you otherwise

[ih_828197] 02/5/2024 23:46

Sure there are a ton of companies that are profitable and from a fundamental point of view are cheap but for a company like ONT that mindset Is short-sighted (of course they Need to become profitable before the cash runway Is depleted) But If they manage to execute i believe ONT will be one of the companies to make personalized medicine finally a reality. I had the opportunity to invest in AMD in 2015 but even tho i was a strong believer in the technology i didn't because they were losing money and i felt safer investing in "cheaper" and already profitable companies, and i'm not about to make the same mistake twice

[vulgaris] 02/5/2024 17:55

@Brucie5. Am in the opposite position. Have taken the loss and sold out as I see better opportunities (i.e. cheap, oversold profitable companies) elsewhere. ONT technology is good, but translation to marketable product is iffy. After such a long decline trading rallies are, of course, more than likely. Good luck

[yasx] 02/5/2024 16:19

Looks like I got in right at the bottom recently. Momentum traders might arrive shortly which should provide further upside.

[brucie5] 02/5/2024 16:10

I think you may be right.
;)

[tsmith2] 02/5/2024 14:05

Think it's in. Have dipped toe, looking to progressively increase

[seball] 02/5/2024 13:50

Technically this is moving to 160p next resistance. Once broken then over 200p. Buy

[brucie5] 02/5/2024 09:47

You an investor here too? Would be interested to hear your views on prospects vs share price. Bod have bought in quite heavily, but probably with one arm behind their back.

[vulgaris] 02/5/2024 08:44

In microbiology/infection (a major user of sequencing); not in the diagnostic industry

[brucie5] 02/5/2024 07:41

Vulgaris, are you in the industry?

[vulgaris] 01/5/2024 22:47

It is good technology but - based on what their own invited speakers said at a symposium at the European Congress of Clinical Microbiology & Infectious Disease this week ---- there are still issues with read accuracy/error rates and the chemistry of kits keeps being changed, causing issues for routine SOP-guided use.

[brucie5] 01/5/2024 21:18

Comparison of Illumina and ONT 'long read' offerings, of which I probably understood about 50%. But the guy seems to know whereof he speaks and seems to indicate he's minded to do another focused on ONT itself.

Which would be helpful.

[brucie5] 01/5/2024 19:48

Anyone help with updated broker targets here: Just googling got me-

Berenberg 3.50 reiteration April 17 (down from 5.29 last August!)
Citi 2.10 reiteration April 12 (down from 3.90 back last June!)


RBC capital 3.50 outperform November 13

What on earth do these clowns base their prices on?!!!

[brucie5] 01/5/2024 16:34

Humpty's back on his wall... Last visible trades at just over the £ level.

[tsmith2] 01/5/2024 14:31

Have had the reversal looking for volume and move up

[32v31today] 01/5/2024 14:05

UK venture and unis are very very strong and so lead to strong supply of tech. Although venture has been in a decline of sorts and EU catching/ caught up over the last 20 years or so. With a good supply of tech the problem then becomes how you take those forward. Nobody has an answer, but view I'm starting to form is lack of mgt. All HQs and mgt skill in tech is (generally) US based. Everywhere else is a subsid. There are good mgrs in UK, sure, but in the US you can build a top tier team who has managed a global or high growth business. Plus availability of capital etc. UK not the market for tech (for PLCs)- no funds, analysts or ecosystem. It's weak. Very weak. Negative feedback loop creates a decline. Back to the point, ONT, in my opinion is the rare exception worth backing regardless