Quantum Phar. Share Discussion Threads

[rosejs2] 23/8/2017 10:06

Daclam. Management hopefully will be looking after the interests of ALL shareholders...The Instituions will want a more than adequate return for the risk they took both as shareholders and as members of the Lifeboat fundraising..
Management will be well rewarded..Note the words 'On a Change of Control'

From the November 2016 RNS re option grant: "The LTIP options have been granted to key members of the senior executive team. The options shall vest and become exercisable at an exercise price of 30 pence, either on the mid-market closing share price being greater than 140p for an average of 90 days or on a change of control."

CLinigens takeover stratefy is in full swing.with friendly associates consistantly selling small and not so small blocks of QP shares.. Forms 8.3 and 8.5 give insight into their share dealings... Driving down the price is the obvious way forward whilst driving out weak holders..

I suspect the very positive share price of Clinigen will allow them to win the day..It has risen every day for the last week..

My view for what it is worth .. 80p or there abouts will win the day.

[celeritas] 22/8/2017 15:19

I was looking to buy into these until the potential offer came to light which was the obvious driver of the rise due to insiders.
I now feel I'd be buying with bid premium built in, as would many others.

Who now knows what the real price should be but it was and still is showing improvement on a company level.

[aishah] 22/8/2017 12:36

Why a punt? Clearly they are on the mend and have external party interest. Personally I don't want CLIN paper and hope QP can scale the heights of previous years in due course. I'm staying long and strong.

[soundbuy] 22/8/2017 12:30

Holding off but vols not giving much away and liquidity here is zzzzzz......still after results risk/reward very very tempting........binary punt

[battyliveson] 22/8/2017 12:26

sudden drop would suggest someone knows something. Unfortunately I don't!

B

[soundbuy] 22/8/2017 12:25

65p/69p

Risk/reward here has suddenly become very attractive given results and possible bid back drop...


Hmmmm......

[r ball] 22/8/2017 12:23

Bid withdrawn?

[battyliveson] 22/8/2017 10:28

Based on current trading looks about fairly priced. Assuming there is some synergy on acquisition, say £5mn per annum (circa 25% of QP admin costs), at a multiple of 15, this would give an additional value of £75m within Clinigen. The value with synergies paid for would be 115 per share. However, if they split the benefit of synergies, then value closer to 91 per share.

Decent business, but i would be pleased to see an actual bid of circa 90p and bank a profit. If it doesn't come to pass then the company is in better shape and will get taken out in next 24 months.

B

[a2584728] 22/8/2017 09:07

Because the value was already priced in

[ali47fish] 22/8/2017 09:06

on as stunning set of results and the share price does noty budge -why?

[r ball] 22/8/2017 08:31

Thanks for this

[rosejs2] 22/8/2017 07:55

R Ball,If you examine the Form 8.3 submitted regarding the proposed Clinigen bid for QP.A number of the current holders are releasing small and not so small amounts of QP shares onto the market... hence the continuing flurry of sells we see on the market board..There is no additions that I can see from current holders..

Aviva a signifcant holder in QP.. announced the following on the 16th Aug..

My logic is that the it makes sense for the purchasers of these and other sales to be Clinigen and its associates,, and try and reach if at all possible a 29.9% stake..

Purchases and sales


SALE 1,021
SALE 468,909
SALE 5,070
at the folowing prices..
0.734799
0.734800
0.734801

[chrisgail] 22/8/2017 07:37

Ignoring any possible bid I think these shares should be 50% higher on its own merits. Clinigen need to start at that point and then work out the bid premium.

[rivaldo] 22/8/2017 07:25

Excellent H1 results today, and a strong outlook going forward.

With the CEO noting that the strategic review "has progressed more quickly than we envisaged", perhaps Clinigen will have to increase their offer....

[r ball] 22/8/2017 07:13

Rose: can you help me my telling me how you know this? Thanks

[rosejs2] 21/8/2017 20:21

It was a 700K purchase today at 75.5p on behalf of Clinigen... Stake Building.

[r ball] 21/8/2017 18:45

500k trade today

[a2584728] 17/8/2017 20:50

Watch the bounce in the morning.

[battyliveson] 17/8/2017 13:50

Topped up, as on balance I see a minimum bid level of 85, and if latest numbers are really good, then could top 100+. Hopefully update will give some underpinning of currently level should bid not materialise.

B

[r ball] 17/8/2017 12:43

indeed. This is to smoke out the buyer(s) including any others in the wings. I won't have done this if guidance is just in-line. Guidance must be good then....

[mfhmfh] 17/8/2017 11:07

maybe QP. want to get the good results out early, push up the bid price. IMHO.