Premaitha Share Discussion Threads

[chrisstanding] 06/6/2016 12:09

Premaitha at 8.6p worth 20p says FinnCap in initiation note

[small crow] 04/6/2016 08:54

elrico

Dead right. This is a stalking horse for Thermo. Once the case is closed, to our advantage I'm sure, they'll make a bid IMO. Thermo has a history of picking winners.

[elrico] 03/6/2016 23:26

The Shuffle Man eludes a very important point in respect to Thermo Fisher and it's DD. IMHO Thermo Fisher would have had their lawyers pouring all over the finer details of the Illumina suit, the very fact this did not put them off is a huge clue to how we should see this playing out. Of course the markets don't like uncertainty, which is what we have seen playing out, director sales (for whatever reason) did not help, because this caused a huge overhang for weeks.

[blackss] 03/6/2016 22:28

The reason is Timo, no one has a bloody clue :-)

[timojelly] 03/6/2016 21:06

I find bulletin board chat quite strange, it's all inspiring and futuristic (aka 30p plus).. Technical and chartastic (8-15p), flip flop and how's ya farther on the bottom. So, go with the flow, support it or make it up!

[laptop15] 03/6/2016 18:35

Another rise here Jambo :)) think the worst is over and its upwards and onwards from here!!

[cl2201] 03/6/2016 07:18

I tried to download a copy of the report from finnCap but one needs an account to access it. Does anyone know of a portal where it can be downloaded without an account? Seems strange that it's not accessible when presumably Premaitha paid for it (either directly or indirectly by way of broker fees).

[timojelly] 03/6/2016 06:04

It will get a lot higher than 20p when the numbers start coming in and the market realises.

[the shuffle man] 02/6/2016 14:46

Fincap have produced a very detailed piece of research over 20 pages long and have a price target of 20p.

They talk about the litigation and point to a positive that the deal with Thermo Fisher was done after Illumina started their action and that Thermo did a lot of due diligence prior to investing.

They also mention a worse case scenario where there are still many territories that NIPT can operate in even if they lose the case.

Havent read it all yet but seems very positive.

[laptop15] 02/6/2016 13:40

Cheers Jambo, i might have timed it well :)) also thanks for sharing the article!

[librag] 02/6/2016 12:21

jambo; sounds like an in-house advert to me. No mention of Illumina?

[barrieb] 02/6/2016 10:30

Topped up as well, hopefully covert style news soon.

[laptop15] 02/6/2016 10:14

Bought in here today :)) fingers crossed! Seems a calculated risk with plenty of upside!

[runwaypaul] 02/6/2016 09:37

in with a few gla

[thinkbig?] 31/5/2016 10:29

As say you buy one you get 10 free

[twix386] 31/5/2016 10:23

could do with hearing something.

2 months into the new financial year we'd be due to have seen 3 contracts delivered pro-rata with 15 forecast for the full year.

Delivery to schedule is fine. Beat expectations is great.
Deliver nothing is so disappointingly familiar for ex-Vialogy holders!

c'mon ffs!!

[blackss] 31/5/2016 10:14

Dont let TP know you are expecting news so close after the last news :-)

Hutch , yes sorry 15 year end but i was quoting Twixes figures.

[ngen yap] 31/5/2016 09:49

We should hear some news this week I imagine regarding the counterclaim and other developments. Fingers crossed.

[hutch_pod] 31/5/2016 09:29

BlackSS do you mean 15 contracts by 2017 y/e, rather than 15 per year?

[twix386] 28/5/2016 13:14

BlackSS

I think Premaitha are reluctant to advertise customers won in EU to Illumina so I can give that to Ngen's likely response to my criticism about delivery.

You seem to think likewise......."contracts we do not appear to be getting are going to prem anyway." though don't think they are being hidden/in secret??

[blackss] 28/5/2016 13:09

Twix
The chances of them stacking up contacts in secret is a bit fanciful. I would think that Prem know who is looking for contracts and also know exactly who gets them. Its quite possible that the contracts we do not appear to be getting are going to prem anyway. The fact is we don't know which is exactly why i say we need to kept informed especially once the the plan has so obviously deviated from or not meeting the expectations of the last updates ie 15 contracts /year.

[twix386] 28/5/2016 12:59

Ngen,

I am thinking BIG!

We expect (broker forecast) 15 contracts this financial year. That's on average one every 3 1/2 weeks. It seems Stephen (SL) is only thinking Little with nothing for 2 months.

Why is it we always have to be disappointed rather than pleasantly surprised - or even adequately pleased?

Now it could be argued that we are delivering by stealth so as not to have our customers sued. Though this only relates to EU contracts and we have focused to Asia, M.E. etc where we can RNS wins without concern.Also SL stated the delay in court hearing date would help us secure more contracts meanwhile - I found that line an excuse for the delay and completely contrary to perceived prior wisdom that delays only benefitted Illumina as customers are put off etc. We do need to deliver to meet our target of 15 and be seen to be doing this. So all in all we are still not delivering satisfactorily - let alone BIG!!

Thinking BIG has never been the problem. Delivering BIG has been a long running problem that looks at face value to be maintained!