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It's about time. This share has been heading downwards for months for no good reason. Still don't like the wide spread...
Undervalued share Invested in several opportunities If one only comes good then substantial rise A buy at this price for medium to long term hold and 50 to 100 percent gain
Any idea where this is coming from?
Looks like an investment has come good
Forgive me if the answers to my questions below are obvious to you. I have been trying to understand a little better the business model that this company has. Clearly it is an umbrella to a large portfolio of new "set ups" spawning from London, Cambridge and Oxford academia. Now I can see that if a constituent company invents something that is licensable then that could produce income but what then is that used for? To develop the constituent company or to invest in a new company or in a struggling constituent?. Also is licensing the only way of generating money apart from selling off the individual companies? My other question is when these constituent companies do not thrive - as some are bound not to - how are they weeded out? How long do they get? I cannot see how this umbrella company will not inevitably bail out constituent companies that really need to end and not feed thriving ones that could grow massively. Obviously you need to give them all a fair chance. How do they manage this?
agreed that it's so illiquid that share price can be very volatile - up and down. In their search for stock to fill an institutional order, we can expect the brokers to drop the bid and try and find stock, which won't help price action in the short term either - assuming an institutional order appears, that is. I think its failure to react positively to the excellent PsiOxus news before Christmas tells you everything - it's deeply out of favour with private investors who sense no momentum (yet) in the share price and don't feel the need to have exposure. For institutional investors, it's incredibly illiquid and that presents its own problems in terms of how to build a position and risk management. History suggests that the darkest hour is before the dawn and that buying stocks with attractive fundamentals when everyone else is looking the other way is exactly the right thing to do. I think this is a great entry level, but can I tell you exactly when you're going to make some good money? no, i can't. However,I can promise you that if you wait for the great RNS, you'll have missed a substantial part of the upside move.
The share price has moved a lot on trades of relatively small volumes so some good news could see a quick recovery but your guess is as good as mine. Considering the amount of companies involved here, there's been a distinct lack of RNS's and I won't be topping up till I hear something positive.
From a peak of about 467p in September to 295p today. That is nearly 40% loss in value over less than 20 weeks - at a time when the pound has been devalued as well which in comparative terms means it is even worse. Does this mean we have a bargain buy here or is there fundamental things wrong?
So OneD Material of California are trying to block European Patents for Nexeon, typical of American companies, Oxford Nanapore (IPO) have had similar problems with Illumina.
see EPO link w info re Nexeon patent (download Observations by third parties) https://register.epo.org/application?number=EP15173948&lng=en&tab=doclist
I tend to use ADVFN for fundamentals as I find them more accurate than other sites, they currently have NAV as 283p per share. The directors a non-exec, its not as if the CEO's gone, but most pharma are in the blue today so the market doesn't like it.
Atmos how have you calculated NAV? Also any significance in the director change?
IVO normally trades on its potential to find/develop new products/companies/geniuses etc but we are now trading close to NAV so the market is not seeing any potential in their portfolio. Will be interesting to see what RBC have to say if they ever get around to it.
My buy was not far off 3 times the actual listed biggest buy/sell. Whether it is a buy or sell is interesting but for me it is the value of the trade both the amount and the price which is most interesting.
You will find anomalies on each site you visit i.e., ADVFN may show buys/sells not shown here. I think it comes down to which exchange was used and access of information. Also, some people complain that their buy was shown as a sell and forget that each trade is both a buy and sell and shown red or blue according to the market direction at the second its traded.
Hello, can anyone enlighten me as to why when I look at the trades for this company I see that a sell of yesterday of about 12400 pounds was the largest trade and yet I had a buy which was considerably larger than this which is not shown at all? I am more concerned about what else we don't see.
By the time you add up woodford, invesco and lansdowne, the free float is really under 10%, I think you'll find....But I agree that well over 80% of holders will never sell. The limited free-float is a potential negative, however. In that it's difficult for other institutional holders to purchase a stake in IVO... Recent newsflow has been excellent. For instance, the PsiOxus news was really meaningful yet the stock just did not move at all. Circassia's trial failure was unlucky. However, I do not subscribe to the view that there's a huge amount of value in the IVO stake in it. But, despite that, I still see lots of upside to the IVO share price because the portfolio quality is so high. Note, the Nasdaq Biotech Index (NBI) in the US has had a great start to the year. In my experience, IVO acts as a laggard to the NBI...give it a few weeks and we will be thru 400p. We can also look forward to a research initiation piece on IVO from RBC, their new broker. I agree with you that this is an excellent entry point. Good luck!
81% held by institutional investors who appear to be here for the long haul. Incomes down but NAV is up and this is more like an investment trust than a company. A little breaking news could see this back over 400 IMO, any other opinions out there?
the 1000 at 334.75 is a buy......
the news about PsiOxus would have boosted the price not caused it to fall further. Anyhow have added more as consider this a good chance to average down.
Did they really try and smuggle out the announcement yesterday at noone's-watching-oclock that there are 4 employees are getting options on 400 thousand shares in the next 3 years - I make that about 2million pounds worth in todays money, of half a million quid each. I wonder if the academics who work for Imperial College and who's work is basically owned by Imperial Innovations know about this and what they think of it, plus the fortunate taxpayer who gets to pay for their research grants.
at least two of those reported 'sells' are buys. Mine, topping up yet again. In view the recent excellent news I really do not understand why the price has fallen..but ir provides an opportunity to average down..
and the sale earlier today at 371.75 must be an 'at best' trade fron a desperate seller as my broker even well after this trade is offering to buy at 3.85. His selling price is 4.03 and such a range is deterring any serious buying. The company must take action to reduce this silly spread.
at 10.48 today is a buy.
price up by more than £1 since I bought in less than 2 weeks ago.....and the latest news can only be positive.