Yourgene Health Share Discussion Threads

[twix386] 18/4/2019 19:10

I do hope his new target exceeds 16p at least - anyone?

[twix386] 18/4/2019 19:09

I expect my view isnt so toxic now.TW had the same view as me on the Egypt non news rns that gig me a big yawn. When he subsequently gives his opinions mine become more mainstream with less controversy.Well, it seems so anyway. lolI have a complicated view of TW, but that doesn't mean he can't work the numbers.

[scotty1] 18/4/2019 18:56

At the end of the day LR is doing a good job at pushing YGEN further,he's cleared everything up and this is a good deal for them,just a pity us mere mortals were not given a chance at the cheap shares in a open offer,but this is AIM they don't want us PIs to get rich quick 😒

[twix386] 18/4/2019 18:55

Should be......"...It doesn't work when..."

[twix386] 18/4/2019 18:54

I understand that toyin. He needs to understand this new info issue happens every time and results in s new target/timeframe. It does work when your job is to provide targets.Is there a clue on the new SP?I will not write it in stone for reasons given, but confess I'm interested to know the new lower level to aim for. One day surely a target will be met!

[toyin] 18/4/2019 18:48

twix, he can only go on the information he has at that time, if the story changes he has to change his target it's as simple as that. Most people would do the same. I'm not happy about it but the dilution isn't TW's fault, it's just his opinion.

[twix386] 18/4/2019 18:45

Has he amended share price only based on data applicable now, or is he factoring in (most likely) further Thermo dilution too?This doesn't surprise me as I have been Luke warm from my first reading of rns, dilution, going for full amount where 5m for? and is why I have the view I do. I accept TW worked off inside data but this happens every time. I've figured it out but TW still follows the garden path round one episode and target/timescale revision after another. Aimho

[toyin] 18/4/2019 18:23

hjb1 & twix

1. Yes he is angry because of the discount and the way it was done.

2. Yes he has amended his target price because of the dilution that was not known when he set his original target.

3. He was an insider but chose not to take up any shares because he didn't agree with the way it was done. He also did not take up the offer on CPT because of the same reason.

[twix386] 18/4/2019 18:03

You mean the morals he can ignore for a profit! LmaoPerhaps what's really pi55ing him off is now he has to rework all his figs on new data. Suspect he can increase his share price so long as he increases his timescales! It's marvelous to see him get led up the garden path on expectations as often as mere shareholders.Its past time ShareProphets was renamed as FalseProphets. lol

[hjb1] 18/4/2019 17:24

was he part of it? maybe he didn't get any cheap shares, or maybe his morals got in the way? lol.

[twix386] 18/4/2019 17:19

Yes....I see TW is Mr Angry on the YourGene front in today's bearcast.Is it because of the discount when oversubscribed? Could it be TW is going to have to amend his target price AND timescales yet again or has he done so already!!!

[hjb1] 18/4/2019 17:17

sounds like TW is Mr Angry with Ygen!

[scotty1] 18/4/2019 13:28

I would think it'll please quite a lot of people/investors we should get good professional reports etc now 😁

[scotty1] 18/4/2019 13:17

Nice to see the market sees the significance of this deal and what it means for the company going forwards,must say i do like the added bonus of getting rid of Finncap.
👍

[hjb1] 18/4/2019 12:34

I would think all brakes and handcuffs are off! the only way is up,...baby!

[small crow] 18/4/2019 12:18

Lid soon to fly off?

[rathean] 18/4/2019 12:01

First purchase here on the back of funding and acquisition announcement, and chart signals help. Exciting growth story now litigation thing of the past, good near term value imo dyor ofc.

[hjb1] 18/4/2019 11:48

and when the free money starts really rolling in they can always do a buyback,or as I prefer dividends.

[scotty1] 18/4/2019 11:35

Ok twix but what i mean is if the cash raise was just to keep the ship running etc yep it would have been a good dilution adding around £10 mil to the M/C for nothing in theory,but with the acquisition immediately adding to the eps one more or less counter balances the other for now,but for future earnings etc i would imagine the target price for the M/C will increase which obviously means the tp for the share price will increase.Lots to look forwards to in the near future i would have thought.

[twix386] 18/4/2019 09:45

Accepted scotty1, but imho the market views this news in the main as tomorrow based and the dilution as today, broadly speaking. The weakness into the run up to this news signals thus. For example, good news of material contracts ( not had for ages) would have had the share price rising ahead of delivery, not falling. The dilution is significant and we haven't had any further Thermo dilution added yet. Aimho

[scotty1] 18/4/2019 09:37

twix it's not all future based.

from the RNS

" Acquisition immediately accretive to earnings"

Definition of accretive

A merger and acquisition (M&A) deal is said to be accretive if the acquiring firm's earnings per share (EPS) increases after the deal goes through. If the resulting deal causes the acquiring firm's EPS to decline, the deal is considered to be dilutive.

[twix386] 18/4/2019 08:51

I'm explaining I was right. That's all.There's good news and its all future based. Near term us dilution based, hence the drop and still in lows today. For the market today's news is the dilution issue. You get it really even if like TW you'll not mention it and always push the positives.