The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Just added to my holdings here. Had to route to dealer having tried to auto trade several times. That also happened last week when I bought. It usually indicates there are not many shares freely available. I could sell 5000 no problem but couldn't buy. Lots of buying pressure today on L2 but the price really hasn't moved much. I doubt it will last. Results soon and HZD have guided to upper end. I am expecting a pop on the results but will be holding these for the long term. The new genetic mapping software bodes well for costs and volumes. All IMO DYOR. GLA
Forgot to say - Woodford Patient Capital buying at the moment is not a great stamp of approval based on its performance to date. However very strong moves in the last few sessions.
I have a small direct shareholding as well as indirect through patient capital. Interesting that woodford have been buying recently upping their stake
Having misunderstood past RNS's, have I got this one right by buying in the belief that Woodford Management (see 20 Feb RNS) was worth following?
They said it could increase the revenue from top 20 customers by 20% with this deal http://www.pharmaceuticaldaily.com/horizon-discovery-expands-deal-with-its-largest-single-customer/
Solid progress reported today. It will interesting to see how the market views it.
Sunday Times tip looks like at least part of the cause for today's rally. http://www.thetimes.co.uk/edition/business/our-share-tips-for-2017-8xp9xdwrv
That's a bit more to my liking. S Times punted it at the w/e
There was no obvious new reason why HZD should have fallen to ~110, or why it is now making a spirited recovery. possible overspending was not a new feasture. But it was a good buying opportunity, and the board members took it! So did I.
Yes, thanks, they are spending too much. A bad habit.
It's an excellent company.... But it does consume cash. Your answer is in the balance sheet....market seems to be pricing in a cap raise.
Why should this outfit, with excellent prospects and no bad news be tanking? Given the frequency of posts here, I may as well ask myself, but if there is anyone out there I would be interested to hear their views.
I think the price targets from these brokers are relatively worthless. Know any reason for the price drop?
Horizon Discovery Group PLC (LON:HZD)‘s stock had its “buy” rating reissued by stock analysts at Panmure Gordon in a note issued to investors on Tuesday. They currently have a GBX 205 ($2.50) target price on the stock. Panmure Gordon’s price objective would indicate a potential upside of 58.91% from the stock’s previous close. HZD has been the subject of a number of other reports. Beaufort Securities restated a “speculative buy” rating on shares of Horizon Discovery Group PLC in a research note on Wednesday, September 14th. N+1 Singer restated a “buy” rating and issued a GBX 194 ($2.37) price target on shares of Horizon Discovery Group PLC in a research note on Tuesday, September 20th. Finally, Numis Securities Ltd restated a “buy” rating and issued a GBX 252 ($3.08) price target on shares of Horizon Discovery Group PLC in a research note on Wednesday, September 7th. One research analyst has rated the stock with a hold rating and four have assigned a buy rating to the company. The company currently has an average rating of “Buy” and a consensus target price of GBX 217.25 ($2.65).
good to see any sort of post here. have been here a long time but have kept the faith. bought on recommendation from biotech mag and latest is "Horizon has signed a new licencing agreement that gives an unnamed commercial partner access to its bioproduction cell lines. The subscription deal, a first of its kind for Horizon, is valued at a minimum of £500,000. The Partner will gain immediate access to one of Horizon's engineered cell lines for an indefinite period of time and will gain early access to Horizon's programme of continuous cell line innovation, enabling them to licence any follow-on cell lines developed as part of the programme at a 50% discount within a 5 year period from signature". Think it will be steady as you go and hopefully some upward movement.
Just happened to revisit this share as i am looking through some of my earlier holdings. This was one of my holdings back when i purchased it in March 2015 £2.15 as a recommendation from Shares Mag. Ended up dumping it at £1.85 on 22nd May 2015. now that i am looking at it .. i am seeing the price at the 52 week low and on the daily chart its at support and oversold on the RSI. If there i s one thing as a chartist i do believe in ... buy at support and especially so if oversold. So purely on a chart set up this could well be a good swing play .. no idea about fundamentals purely from a technical point of view this could start trading back up. Watch it.
Sp up a good amount again today. And level 2 showing some huge trades. Hopefully good news on the way
Some good size trades today. Maybe some news to come
.... certainly, but could well turn out to be a shrewd strategic move with this morning's RNS.
Brian Burke, Director, Business Development, Horizon Diagnostics presenting at World CDx in London on 16th March:- Controlling Chaos in Oncology Testing: • Oncology testing is critical in the fight against cancer and the ever increasing number of biomarkers and testing modalities continue to drive complexity • How do we continue to successfully develop drugs and supporting diagnostics while maintaining quality outcomes for patients?
And ... Zhang and Charpentier are both on the scientific advisory board for HZD. I'm starting to get a warm feeling about this company ... apart from talking to myself. Hello! Is there anybody out there?
In the HZD website About Us/ Our Science/ Patents it states that they have licences awarded by (among others) Broad and Harvard, ERS Genomics and Caribou which are the main institutions/companies associated with Zhang, Charpentier and Doudna (the three major protagonists) respectively. So in answer to my own question, it seems that HZD has covered all bases.
There's a major bunfight taking place in the US over the patents to CRISPR technology. Does anyone have an insight into how it might affect HZD?
Neil Woodford already has a big holding and on 12th Nov ( yesterday) added another million shares. His now owns 12.4% of the company. My opinion - as usual keep to no more than 10% of your portfolio - to me its a medium term hold - 2 to 3 years BUT keep an eye on trading update in mid jan 2016.