Oxford Nanopore Technolo... Share Discussion Threads

[yasx] 02/5/2024 15:19

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

[brucie5] 02/5/2024 15:10

I think you may be right.
;)

[tsmith2] 02/5/2024 13:05

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

[seball] 02/5/2024 12:50

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

[brucie5] 02/5/2024 08:47

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 07:44

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

[brucie5] 02/5/2024 06:41

Vulgaris, are you in the industry?

[vulgaris] 01/5/2024 21:47

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 20:18

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 18:48

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 15:34

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

[tsmith2] 01/5/2024 13:31

Have had the reversal looking for volume and move up

[32v31today] 01/5/2024 13:05

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

[brucie5] 01/5/2024 12:21

My feeling is that post Brexit, whether by correlation or causation, UK Plc is like the housing market in 1996. It's a buyer's market. And the tech crown jewels - with double discount of currency depreciation and LSE low value assumptions- are to had for peanuts.
Such things do change, though I fear UK will be out in the cold for a generation, and will lose a large section of its most promising growth companies.

[32v31today] 01/5/2024 10:42

I've never really put much weight behind this being taken out, but changed my view recently. It certainly adds a bit of jeopardy to selling to take a little profit. One of the big boy LSTools could acquire this for a rounding error and it would add a disproportionate amount of 'value'. They have the customers, routes to market, geographic footprint, synergy etc etc. Pre or post breakeven? Who knows. They won't want a business that's just going to burn through cash and destroy their own EBITDA, but I'd be doing some serious DD if I were a CEO. It's a high value space waiting to be dominated. Given the difficulty of building a start up to here, despite having the benefit of a very well funded (at the time ) cornerstone investor backing all the way, I would still have good confidence in GS pushing a very good deal.

[brucie5] 01/5/2024 08:53

Maybe start with the premise that this will be bought out in due course; it's just too enormous not to.
Add the expiry of LAT shares in June.
Whack in the 3.5% subscription by Biomerieux at 2.38 last October.
Sprinkle over with heavy director buys in the region of 1.30, or thereabouts; not to mention some recent light seasoning by a NED as reported this morning.
Heat up with the strategic ambiguity of the 15m reported last night.

It may go lower; it may not.

[tsmith2] 01/5/2024 08:27

Should get a holding statement one way or other?looking to buy

[brucie5] 01/5/2024 06:31

Small fry 23k, but every little helps.

[seball] 01/5/2024 06:07

More director buying... follow the money buy

[tsmith2] 01/5/2024 04:49

Given share price weakness would think it was a sellmay have cleared seller - let's see today

[bamboo2] 30/4/2024 22:25

Looking at prices over the past few trading days, this is likely a late reported trade from Friday and could therefore equally be seen a buy.

[brucie5] 30/4/2024 19:28

Just seen it on LSE, thanks. That's huge. 15M sell at 97p.

[bamboo2] 30/4/2024 18:49

Volume 15m. Could seller be finished?

[brucie5] 30/4/2024 15:46

And there go. Sellers seem unwilling to let this go.