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Thermo Fisher has just ended its purchase proposal for Qiagen...
What does this tell us - these businesses are worth more than people think.
Get ready for it folks. The rumours will soon start, TF are coming for us lol
Fali, do you think they will? They need a strong Company here in Europe to gain market share and take advantage of competition. I believe Novacyt is the perfect candidate for this occasion, but what's about the next 5 years? How they will get the money invested and they will make a real profit from us? GM is hidden something from us at the moment? I haven't see the Business projection & target for the next 5 years to come.
So now TF have moved away from this deal. They call themselves very disciplined' which may indicate they are not going back to qiagen...
Means they have a war chest to go after one or more others to fulfill their promises to their shareholders.
Might be an interesting time now that we expect an offer from AZ within two weeks from last Monday. And TF on the war path. One can always dream..
MS
Could put the cat amongst the pigeons...
I dont know what it is, but there is something major brewing that is for sure
Its not out the question. I mean, going back a few months it was a dead cert to happen. TF were keen and it is’nt like them to not close this out now seeing how much they put into the original pursuit. Qiagen obviously felt the valuation of the company has increased significantly due to the new revenue stream generated by Covid-19. This bodes well for us as it means we are almost certainly undervalued. Who knows, TF may have realised that they can probably spend half that and have a Qiagen ‘type’ company in a few years with their support and investment.
We have a company with a $10 billion war chest ready to spend
Gold standard test with saliva and antibody to come
They coming for us?????
Fali, I believe we might see a BID war for Novacyt and maybe we have some good candidates
Astra
Roche
TF
Glaxo and maybe more we don't know yet.
Crabtree, I will say 100% - we have all they need, but sometimes, we can't understand the Business World.
Usian lol
DNA nudge revenues of £100k or something isn't it without test even being validated
Go crawl back under the rock you came from
Bungle, can you image if they offer £15... your little Manager will be more than Happy for sure... lol
but the tests are not even proven to be accurate for DNAnudge LOL
I can just imagine the due diligence conversation going on
Fellow bloggers I had posted the following earlier today and had very little traction apart from Goliath as the excitement was over the BBC article and the units that may not be ours! Here it is again. ignore the MF article as it is out of date:- Motley Fool article from 4th August makes half decent reading on the subject of Qiagen buyout offer from TF. Before you say ‘no not MF!’. Lot of speculation in the past few days re GM is mulling(!) over an approach. Perhaps it is AZN. GM maxing out the window dressing with sales, PHE contract, already notified they are working on a rapid antibody test, multiplex test, respiratory test and others. GM has cash to acquire, I wonder if is sniffing around Owlstone Medical (unlisted) https://www.owlstonemedical.com/. Check it out, the scientists amongst the bloggers comment. Could be a very sharp acquisition! Ensuring long term value beyond this awful pandemic. I have been following Owlstone for a while now and they could be good fit for NCYT as they innovate for respiratory testing. Anyway that aside, who knows the Qiagen buyout collapse will serve to keep out any low ball offers if indeed any approaches have been made. We continue the vigil!
Well, from £30 to £750 and even He's doesn't know the value yet, I'm sure He will be happy.
I'm okay thank you, not busy today at work, but looks good for me.
I can spend more time reading different opinion (s) than mine all the time.
Hope you & Dylan are well.
I'm okay thank you, but boring at the moment, not much to do in the Office and my co-workers are off now. They come down only for half day (lazy peoples) lol
Conversations behind the scenes - not at The Troubadour again, I thought the curtain had come down there.
A Covid-19 breathalyser by means of owlstonemedical - what a hoot !!
Glad our SP is holding up well and looking for a strong finish to the end of the week - I hope.
It would be very naïve to simply dismiss takeover rumours at present, discussions will almost certainly have taken place. The big pharma M&A departments wouldn't have been doing their jobs if they hadn't.
Possibility or probability of a TO? Well that is clearly open to interpretation. My considered opinion? A TO by AZN, as this makes perfect sense for them - now very much a case of 'why wouldn't they?'.....
I tend not to get too drawn into takeover rumours. That said if the new sales numbers prove to be as good as we expect, and/or we get awarded a sizeable long term contract, then it will likely prove irresistible to some of the big players. Especially given its low market cap relative to its sales and market share. It would cause an instant price rerate, but I believe that rerate will occur regardless of a takeover as its too cheap a market cap right now.
Guys, I believe most of us here had noticed the gap between the trades in Paris & London.
Looks like the Market are waiting for something positive or the rumour definitely take place.
This time last week this BB was really busy with different opinion, more people join us and more trades.
I think they are just waiting for something more concrete
gapping up into close in anticipation of RNS tomorrow
They do like a friday biggie
Let's see the last 30min Guys...
If they keep this at 3.42€ in France and a news be out at 7am, many of us will ask WHY.... I haven't bought more... lol