Vectura Share Discussion Threads

[polaris] 07/3/2018 13:06

LOL - pob, don't do this to us. ;-)

[ianood] 06/3/2018 16:21

justiceforthemany - let me tempt providence, it really has a better chance - regrettably, not a prayer!

[polaris] 06/3/2018 16:19

That would be illegal price manipulation by the company brokers...

Who cares right now, as the share price continues the drive north into the 80s? :-D

As i said, pick your point and dive in. I thought the share price action made zero sense and acted accordingly. Just a shame i am a much smaller trader than i was back in the early 2000s. As i don't have so much time to stare at screens all day then i am much more cautious. The old me would have been buying in 25-50k lots!

[justiceforthemany] 06/3/2018 16:17

Would not take much of a recovery to get this back in the FTSE250 = mass buying from tracker funds.

As for bid no smoke without fire and more than one source involved.

[popper joe] 06/3/2018 16:12

It does seem strange that as soon as the buy back ended the large number of bot trades ceased and the share price shows signs of recovery. Could those bot trades have been initiated by Numis to repeatedly short and close to drive the price down and achieve a higher number of shares in the buy back. Have they been more cute than many of us assumed? Or am I just over thinking this?

[polaris] 06/3/2018 14:31

Strange things happen with buybacks and the share price The simple market opinion would be that selling pressure remains but the buying pressure (from the buyback) disappears so the price falls. However, everything is generally not what it appears, as i mentioned in an earlier post.

Maybe this price increase will not last but all my small buys in the low 70s are looking happy now. I have my exit targets for the trades based on margin committed and ROI.

[boadicea] 06/3/2018 14:23

Wondering whether to take my surprise profit on Laird (LRD) and invest it here. The question is how far does VEC need rise to be reasonably sure that it's not just random noise. (Also wondering whether someone else will bid for Laird!)
Decisions, decisions!

[rathean] 06/3/2018 14:07

Showing a potential break out of its recent falling channel. Not a huge move north before the next longer term ceiling but very positive nonetheless. Trading inline according to management, any serious move dependent on FDA progress...

[diesel] 05/3/2018 14:06

Thanks Popper missed that, it would be kind of counter intuitive if the price rises when they are not buying back.

[fhmktg] 05/3/2018 13:40

Hikma results 14th March.

[fhmktg] 05/3/2018 13:37

Prelim results in two weeks....let's hope Hikma have some clear guidance as indicated 'q1' for the Advair project.They are important partners in the US generic projects for the revised strategy.

[popper joe] 05/3/2018 12:42

They announced on Thursday that buy back was complete.

[diesel] 05/3/2018 12:04

Volume seems much lower which suggests some let up on the bot trading. I also note there were no buy backs on Friday, maybe a slow recovery from here...

[a1ord53] 05/3/2018 12:04

Dontay , they closed some their shorts but not all short positions


JPMorgan Asset Management (UK) Ltd 0.53% -0.22% 27 Feb 2018


Total shorts 2.91%

[dontay] 05/3/2018 11:41

We might be on the brink of some share price movement, SortTracker shows Global Assets and JPMorgan have now closed their shorts!

[a1ord53] 04/3/2018 17:09

Current numbers from Broker :

Vectura Group plc is engaged in research, development and commercialization of therapeutic products and drug delivery systems for human use. The Company's products include Ultibro Breezhaler (European Union (EU) and Rest of World (RoW)) - LABA-LAMA; Seebri…

Ratios
Market Cap 476.2M
Price/Book 0.7
Price/Tangible Book 6.3
Quick ratio 2.3
Analyst Forecasts
Consensus Recommendation Outperform
Target Price 1.45
Price to EPS 24.06

[cumnor] 02/3/2018 19:14

Im sure Polaris's and the other posts above are true re manipulation (too technical for me) but I suspect' shorters also pick on companies which are basically solid but vulnerable to short term gyrations caused by specific events (advair/legal) with loss of confidence in the sector(now its pharma) they look at the CEO and his track record (is he liable or capable of springing a surprise or doing a big deal while they are exposed (during a closed period or where there is a long run to results). The more gormless a dud he is (there are genuinely plenty of them) the bolder the hedgies are in manipulating the market. Every now and then an enterprising or intelligent CEO stuffs them but I'm afraid we could be stuck with a dud. Hopefully I am wrong. Let's see!

[boadicea] 02/3/2018 18:18

Polaris (6764) - Thanks for your illuminating contribution on what amounts to psychological market warfare.
There would appear to me to me a number of measures thet could possibly be instituted to curb its effects. One would be to require the aggregate of purchases and sales by any party to be published if they exceeded certain limits, regardless of the number of shares they actually held at any particular time. Excessive activity could be taken to indicate manipulation. Better still, the aggregate of orders (buy or sell) placed in a certain period so that manipulation by artificial weighting of the order book by pulling bids/offers before execution could be monitored.

It also has to be appreciated that losing money on shorting to, say, halve an share price by selling 10% of its stock can be highly lucrative if one can then pick up the whole company with a "generous" premium offer at 20% less than would otherwise be the case.
A bit of bogus opinion to support the case for shorting also helps, of course. (See the Paysafe shorting/takeover saga to see an example.)

[pooroldboy55] 02/3/2018 14:05

Hope so just been told Chipping Norton now cut off but not that unusual for us not back till Tuesday should be ok by then.

[polaris] 02/3/2018 11:12

I'm flying to Stockholm Monday and then a week of meetings in Sweden. I don't worry about the cold and snow over there, just getting to the airport and taking off here on Monday morning.

@dunderheed - you just can't help coming back for more! ;-)

@pooroldboy55 - It's coming this way, albeit slowly. I am sure the snow here will be gone by Sunday evening (rural Oxfordshire).

[pooroldboy55] 02/3/2018 10:33

Just to cheer you up polaris it's now sunny and warm here near Limoge ,back in the UK next Wednesday hope all the snow has gone by then .Working at Crufts with my old company for 4 days helps pay the bills.
Cheers Andrew

[dunderheed] 02/3/2018 10:32

He he lol lads. I sold out if skp/vec sometimes crystallising something like 400 k losses which luckily I made up elsewhere in my own area of expertise o&g!!
I did buy 20k vec for my isa recently and lost about 20% I think Lol!!
Whatever happened to Ali - was that his name?
Polaris yes you're right I was being a but cheeky in earlier post Lol!

[polaris] 02/3/2018 10:10

As Pacira keep getting knocked back for extra indications for Exparel, then i doubt that sales milestone will be reached. 2017 sales came in a tad under $283M.