The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
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More sells and we maintain our price What can be going on? Confused.
Well there appeared to be two large trades of 380k and 250k, wifhin a short time of each other yesterday morrning. If they were both sells as reported there must be a big buyer in the wings for this to stay here. Also they did not cause a big drop on the sell side another indicator. I ecpect a very large buy to be reported soon around 58p. Just a hunch.
Very simialr to yesterday.. Share Sales Approx 423K Share Buys Approx 90K close to the 5-1 ratio yesterday and yet the shares still remained positive and ended the day up 1.125p .. What do others make of this ?
A very confident half year trading statement...Further positive news expected on half year results expected on the 30th August 2017... I suspect that the share price was already anticipating the positive news and a further step upwards in QP share price is likely if expectations are met / exceeded when half year results are announced.. What is interesting is the ratio of shares SALES to Buys.. Sales totaled approx 815K and Buys approx 150K a ratio of sells to buys of nearly 5-1... Yet the share price reamined positive and even ended the day 1.25p upwards.. My view of the sales is that they may have been from the Slater investment holding which sat below the 3% llimit for declaration and therefore no notification required..But more interesting is who has bought the outstanding stock and when might we receive a notification RNS from an existing major holder or is this the start of stakebuilding by a predator who recognises the very positive progress and divestments made by the new CEO .. It is in my opinion looking very positive... and if the right International Partnerships can be established.. and replication of the current model transferred to other companies in International territories.. todays share price may look very cheap indeed..
agree. really good update. plan on track / ahead. profitability increased. board believe higher value in pipeline than previously. As the pipeline progresses through its various stages of development the Board's confidence in its deliverability and value has increased; I dont eben think we need to wait until xmas. The August H1 results should give us more information on margins.
Significant improvement in financial performance. Next 6/12months should be interesting. I presume some kind of international partnership can be expected sooner rather than later, considering the reference to this in the rns and also the local news article. Looking forward to xmas already!
I recall Andrew Scaife making all sorts of promises which never actually materialised. I think this board really mean business and will deliver.
Chris Rigg seems a very happy little bunny.
I don't think the volume of sales is significant. This CEO doesn't issue RNS,s at the drop of a hat like Scaife did so we may hear more about how new product sales are doing.
SAME, more sells today too :( Anyone have any opinion on expectations for the update?
Hope we are not going to drop tomorrow. I am not selling any of my shares. If the strong trading performance continues and at a higher quality of earnings then this see us rise eventually.
Big sell and no buys today ahead of the update, are we expecting a drop even though I'm a roundabout way the outlook is positive?
Think we will need something a bit extra on Wednesday to move the price northward such as a partnership deal as referred to in the local press article.
Ahead of update on Wednesday here is the last trading update: Trading Update Trading across the combined Niche and Specials divisions in the early months of the year has been ahead of plan and the Board expect this outperformance to offset the majority of the disposed contribution from Biodose Services in the current financial year. Commenting on the strategic disposal, Chris Rigg, Chief Executive Officer of Quantum, said: "The sale of Biodose Services positions Quantum as a simplified and focussed pharma business with a higher quality of earnings. It is particularly pleasing that we have been able to demonstrate a quick path to profitability for Biodose Services and exit it to a buyer who can bring greater emphasis and better synergies to that business. The strong trading performance in the first few months of the year means that we expect to be slightly ahead of management expectations for the remaining Group and look forward to providing a further trading update on 9 August 2017."
chris.. thanks for the article. very interesting. the plan makes sense as they have done the hard work over here and seems a useful idea to look at markets overseas. trading update 9th August. not sure if we will get news of an overseas deal but i am expecting steady and solid gains in the areas they are focsuing on.
Burnopfield business says partnerships can help it grow industry presence (From The Northern Echo) http://www.thenorthernecho.co.uk/news/15433452.Drugs_firm_Quantum_Pharma_targets_international_growth_in_turnaround_plan/?ref=arc
None of the major shareholders have reduced their holdings so they must feel comfortable with how things are going. I wonder how much influence Harwood are having in directing the new strategy?
August 9th is the Trading Update, 30th Aug Half Year Results.. Substantial Progress has been made to date under the new management team...The incentives for the Management team are the signifcant 'Options' they hold.. payable when QP is taken over (hopefully at a substantial premium) or from memory 2020 if the shareprice reaches a price over double the current share price... From the list below one might determine their is substantial faith from Major shareholders in the new management team...My gut feeling is that actions to date and QP's new strategy will deliver for shareholders signifcant value... The following is the latest major shareholder register holdings. Major shareholders (as at 30 June 2017) Shareholders holding more than 3% of the share capital of the Company were: Shareholder Number of shares held % issued share capital Legal & General Investment Management 25,469,135 15.06% Harwood Capital* 25,000,000 14.78% Schroder Investment Management 14,624,383 8.65% Fidelity International 10,515,930 6.22% Aviva Investors 8,200,328 4.85% Cavendish Asset Management 7,975,865 4.72% Janus Henderson Investors 6,602,092 3.90% Milton Asset Management 5,551,297 3.28% Brian George Kennedy 5,163,134 3.05%
It's just of matter of waiting to see if the new management deliver. They've had 9 months and delivered everything they said they would so far. Early days though.
true i guess, just a waiting game, hopefully they have, i've had too many of my shares take a down turn in the last couple of weeks!
I am sure there are plenty of people looking in here daily. Just not much to talk about at moment. August will soon be here and then we will know if the management have made the correct decisions.
lately here
H&L has no current/live price for this, and it's deathly quiet around here
This company is going to benefit enormously in the next few years from having someone in charge with a finance background. In just 6 months that is blatantly obvious. The results in August will make interesting reading.