The next focusIR Investor Webinar takes places on 14th May with guest speakers from 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.
Should be on the horizon soon, come on Etx give us something to discuss,
Don't apologise - keep 'em coming. Like those juicy buys too.
Also has a short term target of 31-33p.
Apologies for the numerous posts.
Just had a little look and we've crossed the 21 day average which is a bullish sign also there is resistance at 24.55. If we close above that today it's looking promising.
Anyone into charts? This looks like it's ready for a leg up to me, but I'm just having a guess. The 3 month chart looks impressive.
Few nice buys rolling in too.
Looks like they're trying to sucker people into selling with nearly 9% spread.
Someone's after more shares. Keep tight hold they will have to raise the price up. Has the potential to 5 bag this on some of the news we're waiting for, easily.
what 's this retrace all about has my time come to top up here?
Check Ali twitter account he’s been quiet for a few days now tweeting about this.
What can happen to these company’s in a short time.
https://mobile.twitter.com/646capper/status/1367632229174812672
$2-$38 take over in 3 months
https://www.biopharma-reporter.com/Article/2021/03/02/WuXi-AppTec-acquires-UK-gene-therapy-company-Oxgene
Won’t go cheap
Thanks P2p, don't think I know of any other company which the board own so many shares and invested their own money. This is a massive bonus for me, apart from cutting the share capital in half it shows so much confidence and trust in what they have. Can't wait to see where this goes.
Part 2
While studying a company's institutional ownership can add value to your research, researching analyst recommendations is also a good practice to get a deeper understanding of a stock's expected performance. While there is some analyst coverage, the company is unlikely to be widespread. That way it could get more attention later.
Inside ownership of e-therapeutics
The definition of insider can be subjective and varies between jurisdictions. Our data reflects individual insiders and at least includes board members. The top management runs the business, but the CEO responds to the board even if he is a member.
I generally think insider ownership is a good thing. In some cases, however, it is more difficult for other shareholders to hold the board of directors accountable for decisions.
It appears that insiders own more than half of the shares in e-therapeutics plc. This gives them a lot of strength. So you have £ 58m in this £ 103m deal in the UK. Most would argue that this is positive and shows a strong shareholder focus. You can click here to see if these Insiders bought or sold.
General public property
The general public, with an 11% stake in the company, is not easily ignored. While this size of property is substantial, it may not be enough to change company policy if the decision does not coincide with other major shareholders.
Private property
We can see that private companies own 9.2% of the shares in issue. It is difficult to draw conclusions from this fact alone. It is therefore worth checking who owns these private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.
Not my words, from an online article.
Part 1.
A look at the shareholders of e-therapeutics plc (LON: ETX) can tell us which group is most powerful. Institutions often hold stocks in larger companies, and we expect insiders to own a significant percentage of the smaller companies. Warren Buffett said he likes "a company that has an enduring competitive advantage and is run by capable, owner-centric people." So it's nice to see inside ownership as it could suggest the management is owner driven.
With a market cap of £ 103 million in the UK, E-Therapeutics is a small cap stock that may not be well known to many institutional investors. Our analysis of ownership of the company below shows that institutional investors have participated in the company. We can expand the different groups of owners to learn more about e-therapeutics.
Check out our latest analysis for e-therapeutics
Breakdown of property
What does institutional ownership tell us about e-therapeutics?
Institutions usually measure themselves against a benchmark when reporting to their own investors. As a result, they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutes on their register, especially as they grow.
e-therapeutics already has institutions in the share register. Indeed, they have a respectable stake in the company. This suggests some credibility with professional investors. But we cannot rely on this fact alone, as institutions sometimes make bad investments, as everyone does. If several institutions own a share, there is always the risk that they are in a "crowded trade". When such a trade goes wrong, multiple parties can compete to sell stocks quickly. This risk is higher in a company with no history of growth. You can see E-Therapeutics' historical earnings and earnings below, but keep in mind that there is always more to history.
Profit and sales growth
E-Therapeutics is not part of hedge funds. Richard Griffiths is currently the largest shareholder with 21% of the issued shares. Ahmad Mortazavi is the second largest shareholder with 12% of the common stock, and Robert Quested holds approximately 12% of the company's stock. Ahmad Mortazavi, the second largest shareholder, also happens to be the Chief Executive Officer.
On closer inspection, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a significant say in the company's decisions.
I can't understand where they get all these shares from as there aren't that many sells, also if we get small amounts of buys the price goes up 5%. How does it work? We should be at 40-50p with all these millions of buys.
Now the board is all in place and loaded up with millions of shares, I think we need some transforming news to get things kicked off.
Come on Etx show us what you've got.
Well there's the buyer, that's some share holding.
Rd7 I think it will be straight past 50p if they can hook up with with a substantial deal. This is the forefront of biology and technology, we are in the right place at the right time. I'm excited to see what they can put together in the next 6 months. Good luck.
That’s 100 million give or take between them, leaves us small pi’s to fight over the rest. Sometimes they don’t feel the need to rns if it’s not to major. Bidstack one of my other holding does it all the time.
Thanks, P2P. I am genuinely excited by this company and feel its confidence when they communicate.
Could shoot to the sky over night.
Great news about Quested - how much is enough for that guy?
Rns just out - Yesterday Quested increased his position to 11.76%. Same names here that were involved with Silence Therapeutics, which inspires confidence. Let’s hope they deliver.
Redno7 Listen from 18 mins to 21
https://youtu.be/jWXA5hLs4zU
Very impressive prospects.
Yep it’s on the home page too. Might explain some of the buying over the last few days.
http://www.catapult-ventures.com/News/biorelate-signs-multi-year-deal-with-e-therapeutics
Unable to see this anywhere else not 100% sure. Looks right though, they have been working with ETX.
Good that you have your eye on trading patterns, I see. It's basically all we have to work with at the moment. I was irrationally fearful of a placing recently on the basis of the trading pattern.
I think an sp of min 50-75p is doable end of year. This gauged on potential - from CEO to the science.
AIM is littered with golden chances turned rancid of course.
How are you reading this company's prospects, if I may ask?
Another 2.4m bought, should get a tr1 soon I'd of thought.
I managed to make a quick 2k from ITM drop yesterday put back in here. Couldn't buy etx in 1 large trade had to split into 4k buys.
Another of nearly 3 million showing as a sell but was a buy at that time yesterday. Shocking they drop the sp to spook people into selling so they can fill these large buys.
2.6 million buy.
Theres some people with deep pockets buying into Etx.