Oxford Nanopore Technolo... Share Discussion Threads

[bhafc] 15/2/2004 10:37

Not whilst the dollar is so weak, although any correction culd see ONT swallowed up very quickly

[jtoregan] 15/2/2004 08:00

ONT looks ripe enough to be picked. Expedia perhaps.

[cir] 14/2/2004 06:53

Why mid March?

Why not late Feb.?

The preliminary results were brought forward to Dec.

Good time for issuing Q1 trading update.

[bhafc] 13/2/2004 20:48

Would not be surprised to see ONT issue trading update at AG. Mid March ?

[spud] 13/2/2004 16:27

MM happy - Buys perfectly balanced with the 250k drop - Part of the ongoing sell order.

Edit : Looks like the 250k has been snapped up.

Edit : And the MM has taken an additional 250k sell.

Hmm.

spud

[cubabuckley] 13/2/2004 16:05

I wonder if ONT will issue a trading statement soon..we are three and a half months into the new financial year which according to reports have been better than expected???

[jak1] 13/2/2004 13:01

Yep, my thoughts to, just checking the trades over the last month it's plain to see it's being held back. It's only a matter of time before it blows though.
I have time.......

[pb01] 13/2/2004 11:55

spud - completely agree large sell order being working. Lots of regular buys over the last few days and bid solid at 22.5. This could move up quite strongly once the order is cleared.

[cir] 13/2/2004 11:04

ifyouski.com is gaining traction.

is not cheapflights.co.uk a gateway for onlinetravel.com and its sister sites?

[spud] 13/2/2004 10:21

Price action over the past 10 days indicates large sell order being worked.

Anyone else of the same opinion?

spud

[bhafc] 13/2/2004 09:18

Picking up an awful lot of confidence in ONT at the moment

25p is key breakthrough point though

[jecs] 12/2/2004 23:24

Further to BHAFC post 140 :


"In particular, Lastminute saw strong sales in dynamically packaged or build-your-own holidays, which amounted to £8.9m in the first quarter, representing 6.1% of total sales.

During January 2004, dynamic packaging sales in the UK alone almost quadrupled to £4m, up from £1.3m in January 2003"

[jecs] 12/2/2004 22:10

Katie Potts it is - profile :

and from
HERALD INVESTMENT TRUST plc Results for the year to 31 December 2003 published today:
"In the UK the total return was +80.3%, whereas Techmark 100
grew 56.4% (59.5% total return), and the Hoare Govett Smaller Companies Index
grew 38.5%, albeit a weighted basket of the most relevant sectors was +57.8%."

They seem to have a good history of picking winners.
Their support must be good news!
_____________________________________________________________

I had assumed that after the placing, we would have seen more notifications of substantial holdings - are the rules in that respect quite lax ?

[jak1] 12/2/2004 18:41

If I remember right, I think it's Katy Potts. She Specialises in small caps.

[bhafc] 12/2/2004 16:50

I have a feeling that Herald is run by a lady reputed to be one of the best in the country. I forget her name but she was featured in the Sunday Times a while ago.

I believe her fund allows her to buy up to a 10% holding.


This ofcourse on the assumption she has bought rather than sold, but I am trying to clarify that.

[spud] 12/2/2004 16:48

On 12 February 2004 the Company was notified by Herald Investment Trust plc
('HIT') that it now holds 6,500,000 ordinary shares of 1p each in the Company,
representing approximately 3.67% of OTC's issued ordinary share capital.

Looks to be a new investor - Another Institution that has seen an undervalued investment opportunity.

spud

[bhafc] 12/2/2004 13:50

Interesting to read that LMC growth is coming from dynamic packaging, which is ONT's strength.

LMC harping on about how 6% of sales comes from packaging now.

Good news for ONT and it remains incredibly undervalued

[bolador] 12/2/2004 10:02

In yesterday's FT there was an article about the Marriot Hotel Group which
told of the group's confident expectation of higher levels of business
travel over the next year.
I wanted to quote the article but my copy has gone to the great bin in the
sky owing to an excess of tidyness.
However it remains that more business travel income would have ONT firing
on all cylinders at last.
There is some selling coming from profit takers on the placing
I am sure, after all they are up 50% from that level and renewed institutional
interest will only come when hard figures show what is being achieved. So
more chop for now at 23p !

[spud] 12/2/2004 08:46

You are correct on both counts although richly is perhaps not the first word i would have chosen......

30p is but a +'ve bottom line away.

spud

[cir] 12/2/2004 08:39

spud,

It is interesting to note that LMC recorded an organic growth rate of 23% for the quarter ending December 2003.

If I remember correctly, ONT achieved sales growth of 40% plus for its leisure business for the two months ending December 2003, excluding contributions from the Thomascook site.

now LMC is trading at PSR of circa 1[=(667-61)/(4*160)] whilst ONT's PSR is 0.2[=(42-10)/150].

I say either LMC is richly valued or ONT is ridiculously cheap!

cir

[spud] 12/2/2004 08:05

LMC results showing improvement.

MMs not keen to raise the Bid beyond 22.5p but happy to extinguish the buying by upping the Offer and widening the spread.

spud

[bhafc] 11/2/2004 20:51

Makes absolute sense.

TV ads are nice, but the brand name has to be remembered when someone next logs on.

Advertising on line when someone is already logged on makes sense to me

[cir] 11/2/2004 16:21

OTC rejects ad campaigns for search push

Date: 11 February 2004

Online Travel Corp has invested £500,000 in search engine marketing activity including SEO and keyword campaigns in a bid to drive more traffic to its own brand websites.

However, the company, which also powers travel services for over 80 partner websites, said it would not follow in the recent footsteps of rivals Lastminute and Travelocity by investing in high profile, above-the-line, ad campaigns.

"You won't be seeing us on TV or billboards like Lastminute.com or Travelocity," said Vic Darvey, sales director at OTC. "We just don't believe that will provide an effective return on investment for us."

Unlike Lastminute and Travelocity, OTC also does its marketing in-house, rather than through agencies. Lastminute signed up BLM for planning and buying last week following a six-way pitch.

Apart from running press ads at the weekend, OTC will focus on below-the-line marketing activity that would improve traffic flow and drive sales through its websites.

Darvey said OTC was particularly focusing on strengthening its core onlinetravel.com brand, but at the same time trying to build up distinct communities around all its own brand websites, which include bargainholidays.com, ifyouski.com, deckchair.com, and all-hotels.com.

The investment in search engine marketing comes just several weeks after the company resigned a deal with WebAbacus to monitor and analyse traffic across its top 30 websites.

[cir] 09/2/2004 03:51

Lastminute.com Q1 results out on Thursday.

Should be an interesting week.