The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hope so as if it reaches £4 i am off
Obelix, what's your assumption that "something positive is to come on Monday" based upon?
Surfie, I believe if something positive is to come out next Monday, we will have a crazy day tomorrow here
Anything is possible tomorrow. Let's wait and see.
£4.00 possible tomorrow
Yeah and many of us won't. Let's just get to £4.00.
Yeap... 3.44 and now back to 3.42... lol
If they keep this at 3.42€ in France and a news be out at 7am, many of us will ask WHY.... I haven't bought more... lol
Let's see the last 30min Guys...
gapping up into close in anticipation of RNS tomorrow
They do like a friday biggie
Guys, I believe most of us here had noticed the gap between the trades in Paris & London.
Looks like the Market are waiting for something positive or the rumour definitely take place.
This time last week this BB was really busy with different opinion, more people join us and more trades.
I think they are just waiting for something more concrete
I tend not to get too drawn into takeover rumours. That said if the new sales numbers prove to be as good as we expect, and/or we get awarded a sizeable long term contract, then it will likely prove irresistible to some of the big players. Especially given its low market cap relative to its sales and market share. It would cause an instant price rerate, but I believe that rerate will occur regardless of a takeover as its too cheap a market cap right now.
It would be very naïve to simply dismiss takeover rumours at present, discussions will almost certainly have taken place. The big pharma M&A departments wouldn't have been doing their jobs if they hadn't.
Possibility or probability of a TO? Well that is clearly open to interpretation. My considered opinion? A TO by AZN, as this makes perfect sense for them - now very much a case of 'why wouldn't they?'.....
Conversations behind the scenes - not at The Troubadour again, I thought the curtain had come down there.
A Covid-19 breathalyser by means of owlstonemedical - what a hoot !!
Glad our SP is holding up well and looking for a strong finish to the end of the week - I hope.
I'm okay thank you, but boring at the moment, not much to do in the Office and my co-workers are off now. They come down only for half day (lazy peoples) lol
Well, from £30 to £750 and even He's doesn't know the value yet, I'm sure He will be happy.
I'm okay thank you, not busy today at work, but looks good for me.
I can spend more time reading different opinion (s) than mine all the time.
Hope you & Dylan are well.
Fellow bloggers I had posted the following earlier today and had very little traction apart from Goliath as the excitement was over the BBC article and the units that may not be ours! Here it is again. ignore the MF article as it is out of date:- Motley Fool article from 4th August makes half decent reading on the subject of Qiagen buyout offer from TF. Before you say ‘no not MF!’. Lot of speculation in the past few days re GM is mulling(!) over an approach. Perhaps it is AZN. GM maxing out the window dressing with sales, PHE contract, already notified they are working on a rapid antibody test, multiplex test, respiratory test and others. GM has cash to acquire, I wonder if is sniffing around Owlstone Medical (unlisted) https://www.owlstonemedical.com/. Check it out, the scientists amongst the bloggers comment. Could be a very sharp acquisition! Ensuring long term value beyond this awful pandemic. I have been following Owlstone for a while now and they could be good fit for NCYT as they innovate for respiratory testing. Anyway that aside, who knows the Qiagen buyout collapse will serve to keep out any low ball offers if indeed any approaches have been made. We continue the vigil!
but the tests are not even proven to be accurate for DNAnudge LOL
I can just imagine the due diligence conversation going on
Bungle, can you image if they offer £15... your little Manager will be more than Happy for sure... lol
Usian lol
DNA nudge revenues of £100k or something isn't it without test even being validated
Go crawl back under the rock you came from
Crabtree, I will say 100% - we have all they need, but sometimes, we can't understand the Business World.
Fali, I believe we might see a BID war for Novacyt and maybe we have some good candidates
Astra
Roche
TF
Glaxo and maybe more we don't know yet.
We have a company with a $10 billion war chest ready to spend
Gold standard test with saliva and antibody to come
They coming for us?????
Its not out the question. I mean, going back a few months it was a dead cert to happen. TF were keen and it is’nt like them to not close this out now seeing how much they put into the original pursuit. Qiagen obviously felt the valuation of the company has increased significantly due to the new revenue stream generated by Covid-19. This bodes well for us as it means we are almost certainly undervalued. Who knows, TF may have realised that they can probably spend half that and have a Qiagen ‘type’ company in a few years with their support and investment.
I dont know what it is, but there is something major brewing that is for sure