REMINDER: Our user survey closes on Friday, please submit your responses 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.
Kate, I will take that on board and wait. Nothing to lose. Good thinking. :-).
What will the ADS be priced at.....likely a10-15% discount from the 1200 when the filing was made.
1000-1080.......SP is heading South until the ADS offering is priced.
Buy only after the ADS pricing
This is a good entry I think although it may drop a wee bit more.
Always a good sign when the directors are buying
With this level of volatility, it seems it may be best to buy in Regular bite sized chunks.
Should of waited for my 1150, hey, ho. Still a good entry point
Scrub that last from me.
Bought in at 1186p. Still dropping a bit but I think this is a fair value. Noted that directors bought on the 17th sep at 1252. :-)
Just bought @ 187p good number of directors bought yesterday @ about 215.
Now might be a good time to buy.
No major issue in the accounts, good revenue growth pre covid and based on this the 23/24 outlook is easily achievable.
As long as their R and D remains strong they should be fine. Portfolio unlikely to be affected by geopolitical events other than lockdown as their products are not easily substitutable.
Look a better investment than most companies their size and larger but I think there are a number of smaller companies that will give higher returns.
Still a takeover target itself.
Although the sp is like a yo yo and is up it will in my opinion definitely go sub 1200 or lower. So I’m keeping clear until it does.
Yes, it’s a hard call, but my thinking is that the sp as a entry point could be about 11 to 1150 , so I will wait ,at least we all are of the same opinion that the sp is still to high. Still a very good company to be in for the future.
Add in the NASDAQ listing.....there will be fund raising and the pricing is at the whim of that market.
The underwriters will seek a 10-15% buffer so we could anticipate a fall when the ADS listing is announced.
I would not buy back in until the US listing is done and dusted.
The US elections are going to effect US / China trade; post Brexit the UK is likely to be dancing to Uncle Sam's tune. This could threaten the growth expectations built into Abcam's share price - if the expected growth is hindered Abcam is ridiculously overvalued.
It is unfortunate but geopolitics is overly important at the moment, as is how an investor factors in possible deflation and negative interest rates.
The SP is back down to the usual 1250p floor. I cannot gauge if it will go materially lower. In other words, there's a risk around achieving the strategy and the drop in profit. I am wondering if the former risk is perceived to be any greater since the results or was already priced in. Any thoughts. Always looking for the right entry point in this bouncy share. D
I sold my holding today banking a small profit over the last 4 months.
There was a definite sell response to the results....further decline is likely.
I think the risk of falling short of the strategy is v high.
Will keep monitoring and likely to buy back but may not be for some time.
I personally think the sp is way to high and will buy back in when it goes sub 1200.
If it were just on the financial results I would agree this should be falling....however there is a growth story and plan to get to nearly double sales by 23/24. The company is talking up its progress along this strategy.
The SP will walk along its high wire.....and will be increasingly exposed should it look like its plan is not working.
Q what is the upside if the plan does work? FOMO may result in buyingactivity.
There is an 'Analyst and investor meeting and webcast' starting now - will be interesting to see any price reaction. I think the price should be sub £10.
The word brick comes to mind!
Limbo dance day today; the earning per share are way too high.
How low can she go?
As I said on the 23 July and in previous posts the div has been cut. Expect the sp will start dropping to my entry point now, although it will take about a month I suspect.
Should be very interesting reading. Sp will be effective either way.
If they had bad figures then definitely 1100 , always difficult to predict a low so 1150 for me.