Vectura Share Discussion Threads

[s1zematters] 21/3/2018 08:08

i am adding at this level,

[s1zematters] 21/3/2018 08:04

Oh dear, the underwhelming factor of Vec should never be underestimated, it's predictable.
Look at the difference between this and hikma last week on solid results.
After that dire run since Jan and now seemingly falls on underlying profits ahead of expectations and retains 2018 figures.

[s1zematters] 21/3/2018 07:56

Save that seemingly endless overhang of stock you would hope so alex.

[alexchry] 21/3/2018 07:34

s1zematters-yes, solid results but no surprises, as expected, results in line with guidance. It was good that end user take up of Flutiform continued to grow even though there was de-stocking in the pipeline. I look forward to the exciting newsflow in 2018, surely it can only be onwards and upwards for the share price from now on.

[muffster] 21/3/2018 07:26

Broker forecasts £1.43

[s1zematters] 21/3/2018 07:22

no nasty surprises, no downgrade for 2018 revenue, solid results.

Adjusted EBITDA(2,[7]) was ahead of expectations at GBP25.8 million profit (reported 9m 2016: GBP34.1 million profit), driven by in-line revenue performance, delivery of merger synergy savings and tight R&D cost management. R&D costs of GBP60.3 million were at the lower end of the guidance range (reported 9m 2016: GBP45.6 million)

[inv] 21/3/2018 07:16

Excellent results should push share price upto £1

[richtea2517] 20/3/2018 13:18

Spikey spikey

[dontay] 20/3/2018 13:15

Yes... and that is a pretty big increased stake too!

[fhmktg] 20/3/2018 10:54

L&G building their stake.

[rathean] 20/3/2018 09:39

Buy recommendation from Citi, every little helps. Imo I can see this settling at circa 120 on the back of reasonable results. But no fireworks for the rest of the year, just sideways range tracking.

[alexchry] 20/3/2018 09:33

fhmktg-we need the results to be at the top end of guidance. Some news regarding progress with partnerships would be very welcome although if they had a deal signed up they would have had to declare it. It seems like this is a standing still year, the excitement should come next year starting with the GSK litigation.

[fhmktg] 20/3/2018 09:10

An important reporting day tomorrow.Let's hope the underlying income growth is positive and maybe a partnering deal announced.

[best1467] 17/3/2018 21:15

Would have to agree on useless CEO not sure about the rest part of the share buy back was in mid to low seventies which in my opinion was a good price to be taking stock off the register.
There is a good possibility we could get positive news on GSK litigation end of the year allso we have potential for a couple of licence deals and excelerated sales growth in at least two current marketed products.
AS posted a couple of weeks ago the low seventies I felt was a good opportunity to take a position or average time will tell

[dontay] 17/3/2018 17:11

None whatsoever! Hikma are a £2 billion company who have just appointed a top notch CEO and despite their write down have reported increased revenues! They are also equally subject to t/o speculation! VEC on the other hand have a useless CEO, are a £500 million company, probably will not report an increase in revenues next week, have nothing special going on till at least 2020... and have just vacated the footsie 250. They have also just sent £15 million down the drain completing an abysmal share buy back scheme!

[brucie5] 17/3/2018 12:49

HIK has risen over 20% from 900 level. What sort of read over do you think this has for VEC?

[polaris] 16/3/2018 20:55

I had forgotten that - Yes, VEC around the 400 mark in terms of market cap in FTSE all-share, below the automatic ejection point. share price needs to get back above 110p to stand a chance of automatic re-inclusion at next shuffle. Might make things easier for an under the radar bid...but not from GSK, still don't believe that one.

[typo56] 16/3/2018 19:40

Guys, the reason for the large uncrossing tonight was demotion from the FTSE250. Index funds adjust their weightings. There were similar volumes with the other stocks moving. Nothing to see here!

[jimboyce] 16/3/2018 16:44

My guess is that shorters are buying back. The short was 3.11%, so 21m shares shorted. Probably closed nearly half of these today. Looking good for a decent share price rise next week.

[polaris] 16/3/2018 16:41

not a small one for the uncrossing trade of the day. ;-)

Must have been quite an interesting 5-minute auction. I wonder what else was on the books that did not get filled? Either way, someone also 'sold' the same number to match it.

I bought a few more this week and am hopeful for a short squeeze on the results next week. The question is whether i will get my trading exit price, having got my trading entry price!

bon weekend a tous!

Paul

[kamitora] 16/3/2018 16:38

Yes, significant action in the closing auction.

[brucie5] 16/3/2018 16:37

Promising close above .80. Topped up and ready for the rise to £ level. Could go a lot further.

[alexchry] 16/3/2018 16:36

Now that's what I call a trade!

[s1zematters] 15/3/2018 16:13

That was yesterday Joe.
If vec goes up just 10% in two days next week on the back of its already signaled results i would be astonished.
IMHO It looks like short squeeze, heavily shorted Hikma being covered as apposed large overhang Vec struggling!

btw I wonder if Tom Rees is going to make up another takeover story this weekend?

[popper joe] 15/3/2018 15:48

Hikma have published their results, VEC's turn next week.