We would love to hear your thoughts about our site and services, please take our survey 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.
back in again this morning
You got 230p!
Berenberg cuts Oxford Nanopore price target to 529 (671) pence - 'buy'
at 220p i think this could be bargain
up we go again
Barclays cuts Oxford Nanopore price target to 400 (420) pence - 'overweight'
I'd be happy to get to 400p in 12months!
yes they do, and that means i am in profit,and i don't have a cat ,lol
Do those words mean something, volcano? Or is your cat walking on your keyboard?
averaged down to 235p , i would see tomorrow is that was ok
maybe little bit early but i am back in at 240p
nearly there ,but i would follow it tomorrow ,
"i am waiting to see 230p again , maybe, you never know"
Not far off now.
Yet they take battering, hard to understand the market
i am waiting to see 230p again , maybe, you never know
Could be the customers don't like their product and accuracy over competitors.
Or supply chain issues
Marketing and sales need to get their skates on and promote the products harder. As well, greater presence at some of the financial conferences should be sought. Not attending/being invited to JPM healthcare conference isn't great.
"Guidance:
The Group expects full year 2022 LSRT revenue to be in the range of £145 million to £160 million and full year 2023 LSRT revenue to be in the range of £190 million to £220 million."
The actual was £147m, so low end of expectations, that means they now need to grow underlying LSRT by 29% in 2023 to hit the previous low end of expectations.
Basically the market is sniffing a growth warning for 2023.
Not the best start of the day today - why's the . market not happy with that trading announcement?
HSBC starts Oxford Nanopore Technologies with 'buy' - price target 320 pence
Shame they're not presenting at the JPM conference this year. PacBio just made a crucial announcement yesterday and will back it up with a fireside chat there.
not bad now ,heading the right way at 275p
and always bounces back from 230p ,nice
back to 230p again and it would be a bargain soon ,lol
but today could be the day from 226p t0 252p
Cash and cash equivalents of £471.6 million and treasury deposits of £131.0 million, decreased
by £15.5 million over HY22, due to operating losses partially offset by increased LSRT gross
profit and cash proceeds from the DHSC settlement.
You're right in that the last half didn't show much movement in liquidity. But its the cash flow from ops which is king. Don't want to be raising cash through dilution.
You know, if cash flow wasn't ever going to be a concern, why are they only going to reach EBITDA neutral by 2026? WHy not earlier? Gross Margins too low?
You say burning cash, but on quick look, cash hardly moved between December 21 and June 22?
Compared with PACBIO, ONT really hasn't offered the markets something exciting to raise its image.
IPO is long gone and the SP has deflated. Still burning cash. Probably another dilution on the cards.
Whilst I'd be tempted to buy another 1k shares, the dilution threat is still there.
FX is going to be a thorn just like others have commented, though if you're in the US, buying consumables and their ION kits has never been cheaper. So ironically it could turn out to be a blessing.