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Ha, ha, loved they comment Charles.
I read profit in 5yrs for ON and there are golden shares to prevent hostile takeover-or whatever the proper name is - so they cannot form part of any index I believe. Also the the indicative price is reported today to be between 375 and 450p which to my thinking may be a tad the high side. Cautionary amber flags are flying - thorough research is needed.
Good point Seaking. I'll take that on board, thanks.
The problem is Jayne that the company isn’t seen to be into any profit for two to three years so that may keep the funds away.
Hi Charles, I have been doing lots of reading about bonds and tapering and after doing a good bit of reading of comments from uk and USA I have now bought into Barclays and Lloyds as a bit of a hedge on overall market drop not the most exiting shares but in my view when tapering comes I think it may well drive shares down a bit, even a bit of a market correction.
Fund wise I’ve bought uk smaller companies and liontrust uk growth. Also still hold infrastructure funds they will be relatively safe on any large correction. Just my thinking .
As you say it doesn’t matter to much on entry with dark or any other share as long as you have previously taken a reasonable profit to cover any drop within reason . I will certainly be buying back in as I think in the future 2> years the sp will be fairly high. Many may question my logic in not staying in if I think it’s going to go a lot higher answer I like buying and selling to make my profits and don’t have any loyalty to any company. :-)
The Bloomberg piece seems to suggest 25% will be placed on the open market? (couldn't read the full article unless I register). Definitely tempted, but much more research required beforehand. I agree Nidec, the technology's being pushed hard... but then the media interest might push it up into a quick profit, so could be worth a punt. My experience of all things biotech is that they require years of patient investment and I already hold enough jam tomorrow of that nature! :-)
Agree the technology behind Oxford N is brilliant but it seems to me it is more a technology push rather than a market pull. DT has both, so will be a difficult act to follow. We have anyway to wait until post IPO to invest so I will take a closer look as to how the land lies then.
Good to have our great universities like Oxford, Cambridge, Aberdeen, my old alma mater IC and others still producing world beating scientific and technical ideas - and that there is now the willingness, infrastructure and finance to develop them. Long may it last.
You can get exposure via IP Group who own 15% of Nanopore and presumably be able to buy post-IPO? The tech they're developing is phenomenal, but so is the debt!
Hi Seaking.
I have Dark, Kainos, and Kape. Recently sold Cohort at a loss as the volume on it was non-existent so the spread was massive.
Bit of a 'Doh!' moment there
My 32 year old son is a top AI machine learning guy, but is not at an IB as lead tech analyst simply because of dealing restrictions; so he works in the business. He takes concentrated six figure long term positions. His three choice holdings are Kainos, from way back and with whom he competes, and Dark and Snowflake in US. We also have an Indian start up from 2014 going public soon and there is room for one or two exciting original companies from there, as the market matures and money flows post China. I don't need to plug our one !!
Come on Nidec - give Oxford a chance.
Charles, if the biotech you are thinking of is Cambridge Nanotech their IPO is not going out to the general public
The sp is certainly flying now. Should have stuck with it, ah well. :-). Will wait for a drop now .
Anyone have kainos in there portfolio.I’ve just bought .