Panmure Gordon Share Discussion Threads

[discodave4] 21/2/2015 13:24

Guess there will be the EBT 20,000 share purchase sometime next week.GLDD

[loobrush] 21/2/2015 12:45

Panmure going up-strange-5 small trades late yesterday seems to have caused the move and uptrend now in hand for this well undervalued share.May it continue to a fair value above 150. Or maybe some corporate move is in hand with new shareholder.

[discodave4] 20/2/2015 20:24

WHI up 13% today, believe their results are next week.GLDD

[topvest] 20/2/2015 20:04

Yes, interesting. Be nice to get some positive news here. Very undervalued so must be a possible bid candidate.

[balcony] 20/2/2015 19:02

5,000 at 5p over offer,Interesting

[cottoner] 20/2/2015 18:48

Late rise on a few trades.

[isis] 05/2/2015 14:53

I've topped up here and there around this price - seem good value here.

Stocks move in fits and starts but am hoping they pay a dividend this year.

You can probably pick some up @130p if you put a limit on.

[salpara111] 05/2/2015 14:09

So thinly traded, but another 15K sold today.
I am in two minds about whether I top up my holding.
As long as they have a decent second half then the company would be trading on a p/e of about 6-7 which is seriously cheap.
The market in general seems to feel that there is no long term future for this type of business but I don't see any of the big boys wanting to take on NOMAD status for £100K a year or less.....that wouldn't pay the bonus for one of their bankers!

[isis] 05/2/2015 07:50

3 February 2015

Panmure Gordon appointed as NOMAD & broker to EKF Diagnostics Holdings plc (EKF.L)

Panmure Gordon & Co is pleased to announce its appointment as Nominated Adviser and broker to EKF Diagnostics Holdings plc ("EKF" or the "Company"), the point-of-care, central laboratory and molecular diagnostics business.

EKF was formed in July 2010 following the acquisition of EKF-diagnostic GmbH and refocused its strategy to one of building a substantial point of care diagnostics business. As part of this strategy, the Group has integrated three further acquisitions, Quotient Diagnostics Limited (acquired in September 2010), Argutus Medical Limited (acquired in December 2010) and Stanbio Laboratory L.P. (acquired in June 2011). In 2013 EKF established a new subsidiary, EKF Molecular Diagnostics Ltd, to focus on molecular and companion diagnostics and acquired 360 Genomics Ltd, a business that owns diagnostics technologies for cancer gene detection.

The Company, with its head office in Cardiff and operations in London, Germany, Poland, Russia, Ireland and the US, is a leading diagnostics business, focussing on the development, production and distribution of chemical reagents and analysers for the testing of Glucose, Lactate, Haemoglobin, Haematocrit and HbA1c.

[isis] 02/2/2015 09:54

Amphion Innovations PLC

02 February 2015

Amphion Innovations plc

("Amphion" or "the Company")

(LSE: AMP)

Notice of Intention to Float on AIM by Motif Bio Limited

Amphion Innovations, a developer of medical, life science, and technology businesses, is pleased to announce that Partner Company, Motif Bio Limited ("Motif"), to be renamed Motif Bio plc, has today announced its intention to raise at least GBP4 million through a placing of new ordinary shares ("Placing") and admission to trading on AIM.

Motif is a clinical stage biopharmaceutical company which specialises in developing novel antibiotics designed to be effective against serious and life-threatening infections caused by multi-drug resistant bacteria. The Company has a lead antibiotic candidate, iclaprim, in clinical development and MTF-001, a preclinical stage programme to design a best-in-class dihydrofolate reductase inhibitor (DHFRi). Discussions and negotiations with academic institutions and pharmaceutical companies are under way to build a portfolio of antibiotic candidates through licensing.

The Directors anticipate that iclaprim could be ready for commercialisation within approximately 36 months.

As of 31 December 2013, Amphion owned 32% of Motif.

Richard Morgan, CEO of Amphion, said:

"Increased drug resistance in bacteria is being recognized as a global health crisis by heads of state as well as distinguished leaders in the fields of medicine and drug development. Our world is in urgent need of novel antibiotics and Motif is poised to help address this problem. We are delighted to announce Motif's intention to float on AIM. Motif has the team in place to execute on its substantial growth opportunities and this placing and flotation on AIM will provide the capital required to progress the multiple drug development projects in Motif's exciting pipeline."

For further information please contact:

Amphion Innovations plc

Charlie Morgan

[phone]

Yellow Jersey PR

Dominic Barretto / Fiona Walker

[phone]

Plumtree Capital Limited (Financial Advisor)

Stephen Austin

London: [phone]

New York: [phone]

Panmure Gordon Limited (Nominated Advisor and Broker)

Freddy Crossley / Fred Walsh / Duncan Monteith (Corporate Finance)

Charlie Leigh-Pemberton (Corporate Broking)

[phone]

[isis] 29/1/2015 09:47

The Biggest Dis-appointment is the Shareprice!!

[discodave4] 27/1/2015 07:30

Nice appointments...........pity they didn't employ somebody to check the spelling though, "appoinments", the RNS header as well, how embarrassing, lol.GLDD

[spooky] 23/1/2015 15:48

I am having problems getting an online price today, i don't remember seeing that before, is anyone else having the same issue?

[salpara111] 13/1/2015 08:35

Just when I thought the corner was turned!
Can't seem to hold onto any sort of rise.
As I have said before, I will give them until the next results which should be in late March.

[discodave4] 08/1/2015 18:54

Wishful thinking but perhaps PMR could also be a target for Barclays!:hTTP://www.fool.co.uk/investing/2015/01/07/cenkos-securities-plc-looks-like-a-target-for-barclays-plc-or-close-brothers-group-plc/DD

[loobrush] 08/1/2015 15:00

They are not going to sell-maybe buy-or more than likely some big deal is in the offing as they are also an investment bank. Might be something quite exciting that nobody suspects.

[spooky] 08/1/2015 14:26

I think these may be on the move, the selling appears to have dried up.

[adamb1978] 08/1/2015 14:01

In my view, Quinvest's stake will provide value upside at some point. Either:

- they will sell the stake to someone, which would therefore trigger an offer for 100% of the co or
- they would try to sell into the market, which they probably couldnt do given the size and even if they did, it would result in a more liquid stock and therefore more sensible valuation

I thnk their stake provides an opportunity for us to buy at cheap valuations

[salpara111] 08/1/2015 12:43

Sentiment is completely against the sector.
Clearly there are too many players but I don't see the requirement for their services disappearing in the near future so I continue to hold despite being underwater.
The stock is seriously illiquid.
quinvest have circa 43%
Their own employee benefit trust have 8.4%
The recent stake that changed hands is 7.8%
So almost 60% of the business is held by just 3 players.
The big question is what the hell are Quinvest doing with their holding?

[loobrush] 08/1/2015 10:47

WMG increased stake today to over 8%-something is on the cards here which could be exciting. Results expected to be v good and price at a low point.
Last Feb price was 180p and they have improved profits since then,I think it's a bargain at this price.Press will pick this up at sometime soon, could be Telegraph who have noted stake last month.

[discodave4] 07/1/2015 21:57

£20b worth of company listings expected in 2015: HTTP://www.telegraph.co.uk/finance/markets/11322445/Flurry-of-floats-expected-as-election-looms.htmlLet's hope PMR get their fair share!.GLDD

[discodave4] 02/1/2015 01:14

From the Telegraph 16th Dec - Dalman behind WMG:Stockbroker Panmure Gordon has also attracted a well-known backer. On Monday, a stake of almost 1.2m shares, some 7.6pc of the company, passed from long-time shareholder Lazard to investment firm WMG, which was founded by veteran investment banker and Cardiff City FC chairman Mehmet Dalman. The shares were sold at 130p apiece and Panmure closed flat at 128p on Tuesday.Given that Mr Dalman, who was formerly chairman of controversial miner ENRC, and Panmure boss Phillip Wale go back a long way, his investment is perhaps unsurprising. In 1998, when Mr Dalman was head of Commerzbank's investment banking business, he hired Mr Wale and the two worked together at the German group until 2004.DD

[salpara111] 31/12/2014 14:44

Well, I am going to give it until the next update which should be in march, if the share price has not risen or does not rise on that set of results I will exit.
Unless the second half has been really weak and it does not look like that is the case the next results should be really solid.

[discodave4] 31/12/2014 13:24

spooky - No probs.Adam - Welcome and good luck.DD