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"Doubling" should be fairly straight forward for Circassia.
It's trading on 1x EV/Sales and a very low single digit EV/ebitda and P/e ratio for next year . Very cheap forward ratio's for this space so not surprised to see these TR1s and the continued build in price.
Revenues climbing for Duaklir and Tudorza should really see the price go here. Well done holders
Shall be very disappointed with a double
"Circassia Pharmaceuticals – these shares could double over the next year"
Https://tinyurl.com/smnlbjz
RNS just out.
Lombard adding again. Now up to 11.56%.
https://investegate.co.uk/circassia-pharma-plc--cir-/rns/holding-s--in-company/202001271147290242B/
New chairman has 4.3m options that he can only exercise when the SP stays above 62.4p for 30 consecutive days, I’d say that’s pretty well aligned to shareholders? See 6th December RNS
I would like the director's to have a bigger stake to incentives them
Re. Free float, it’s around 12%. They had to move to AIM from the main market last year as it fell below 25% and its decreased further in recent months. The current significant shareholders are as follows;
Circassia Significant Holdings;
Richard Griffiths - 28.61%
AstraZeneca- 18.9%
Lombard - 10.29%
Oryx - 9.33%
Neptune - 4.77%
Invesco - 4.17%
CIP Merchant Capital - 3.4%
Touchstone Innovations (IP Group) -2.99%
Aviva - 2.6%
Adams - 0.82%
Directors - 2%
Total 87.88%
Invesco almost certainly out, but no TR1 yet, not sure if we’ll get one as they were below 5% and based internationally?
No I am a johnny come lately to both shares. Only discovered them 3 weeks ago and invested with proceeds from just eat and Put ex their split. I am now an enthusiast but less knowledgeable than you I think. What a nice cheerful board.
I also noted Bioventix
missed the original surge and will join if there is a return to 3700
huge institution buying in CCR also been on an amazing rise with KLR
Needed these good runs absolutely stuffed by CARD
Will sell fifty percent of these @ 30 Bruce have you noticed any good signs that I have missed ????
Ft web site shows invesco still have 4.17% neither here nor three. Free float appears to be in the region of 50% much greater than biovexin
Is primed for take off
Next resistance here is 28 if breached no stopping until 32 boom
may have closed higher this week............heading in the right direction though. Maybe by end of next week might hit next resistance point......29 ish :)
That’s good sense in my view. I’m not going to jump the gun though, will wait for the next figures or a very positive announcement. Then even if I buy on the day and it’s gone up as long as I buy early I will make money. That’s my view right or wrong. Obviously I think I’m right like we all do.
Keep
And the 2.75m, 1.25m etc. If that’s the end of Invesco then with a free float of 12% this is going to quickly re-rate back to a sensible valuation. It was 52p this time last year with a declining cash pile & no FDA approval for Duaklir. Revenues are now 30% higher & almost at EBITDA breakeven, yet the market cap has halved, this anomaly will close in the coming weeks & months IMO.
Notice all of the trades at 13 grands worth they have to be fund buying. If not someone’s got some balls buying that many. Or they know something we don’t.
Thank you, well that’s what it’s about I believe, steady small profits in my case about 300 pounds a fortnight . Although I’m going to have to wait for a takeover to make on fevertree.
My biggy is standard chartered 18 grands worth but they are in my view way south so am expecting a very good return within the next year.
Surveys show it is better to run profits and cut losses. And of course and forget timing. Better to be fully invested to catch the rare upliftS.
Like that. Before it heads south.
Why sell something heading north. Very British !
As it’s heading north I’ve just sold. Now awaiting next circassia news update.
Abcam or Gsk back in my sights on a 50 pt drop. Hope you are all making money.
FD20 and all. I suspect the quality of any prediction is determined by who you drink tea with, have lunch with, and whether or not you have any successful track record and direct operational experience at senior level in this particular segment of the pharmaceutical industry. Per previous note, this is a HOLD and see what happens and I am happy to confirm I have more than a decent size position in CIR. Early US Duaklir numbers may yet disappoint, we will have to wait and see. Yes its a fundamentally good product and sells quite well ex-US where CIR does not have marketing rights. The US COPD market is dominated by the behemoths that are GSK and Boehringer Ingelheim with very well established franchises and multi $Bn products. IG has been brought in by RG to do a job and I am certain he will not mess around. best all !
Ok no problem
arsenal in case of doubt, my post at 12.50 was not aimed at you.
Walter Mitty gave you a three percent riser today
Wish someone would dream that up everyday
You comedians