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We will see. It may be easy to control the price here in limited volume. Its another matter to take 50% control or maybe more required for a takeover. If the profit if extrapolated into full year figures this is easily worth £1.20 to £1.50. The risk that these are the first figures after the restructuring is suppressing the price. It will only take a large buyer or another phamacutical company to see the value and this will shoot up. Time to wait and see. Will get an offer in 3 weeks if its coming. Then we will see what shateholders think.
I'm gutted the institutional investors are prepared to sell and suppress the qp share price. They obviously see more value in an enlarged clinigen group. I can see an offer of say 85/95p and this will then be pretty much a done deal. All in my opinion of course.
Hi robins, I hadn't been on that section before. very good investor relations site actually presentation http://ir.quantumpharmagroup.com/archive/presentations/Interims_HY31Jul2017.pdf full results (which I will read later) http://ir.quantumpharmaceuticalgroup.com/content/investor/latest_results.asp
A nice and clear presentation on our website. I like the line" largest UL2L opportunity submitted to MHRA post period end". Future looking positive if no one spoils the party.
Is now a good time to top up?
Having read the numerous Forms 8.3 .. It is apparent that Current Institutional holders are releasing bundles of shares on to the market.. Aviva in particular released 3 reported lots of shares SALE 1,021, SALE 468,909, SALE 5,070... either to assist market makers in the liquidity of QP stock, or to support Clinigen with their bid..possibly letting Clinigen build towards the 29.9% max holding... or for other reasons which others may wish to comment on.. We must not forget that Instituional Holders of QP shares may see the real potential of a QP / Clinigen merger as being of substantial value to themselves either through a serious/ increased holding in Clinigen if they are current holders or wishing to become major shareholders... Let's see what the outcome from the Analyst Briefing this morning brings..
Wizard I am sitting here thinking exactly the same. I hope the big boys don't just want to make their 25% profit or whatever it is and sell us small investors down the river. Just a bit concerned.
Just one last thing before I stop my rants. not that would accept £1. I still believe that is too low. I personally would like to see us stay independent and see just how far the board can take this business.
@ chris.., robins, Anything less than a pound is scandalous. Apologies for the restatement but these are the bull points. point 1 and 2 got restated today by the RNS. 5 looks to be ahead of our expectations! 1. Revenue growth on the remaining business 2. That profit margins are going to be as good as stated 3. That new products are bought on-line to drive the growth 4. Focus on products where QP has an advantage 5. New export markets brought on line (perhaps not imminent but certainly over next 12 months I am hopeful) 6. Better management of balance sheet and debt 7. Board heavily invested and overseeing management.
SamJSung, I don't look have a facility to look at the level 2's but surely the last few days activity is a little off. only PI sells on a strong results day! Something does not add up. All I do know is that this all is currently playing into Clinigen's hands. We also know they are stakebuilding through a couple of brokers. All a bit fishy.
There is I believe currently an artifical market in QP shares... Near fixed Bid and Offer Prices and the only sales (I believe are those being released in small / not so small bundles by Institutions.. This is possibly being done to find a market value for the shares from which a full and final offer from Clinigen can be made / assessed... Just some thoughts.
Well by now L&G and Harwood will know what potential we have and what value they think we are potentially worth. I just hope it is well over £1.00.
If clinigen don't offer at least 100p I for one would be more than happy to carry on as we are for a couple of years. Qp. Could reach 500p in 2 years!!
and a strong outlook going forward. With the CEO noting that the strategic review "has progressed more quickly than we envisaged", perhaps Clinigen will have to increase their offer.... Https://www.investegate.co.uk/quantum-pharma-plc--qp--/rns/half-year-results/201708220700056024O/
I do not think things could be going any better. Well done the Board I say.
Sounds like Rigg is struggling to express just how well Bromide is selling!!
Two global partnershipscale established!!
Agreed. Some highlights below. All these good results and so much of the benefit still to be received. Let's see how price reacts today and what Clinigen's next move is. . . Unaudited results for the half year ended 31 July 2017 ('the period' or 'H1 2018') Financial highlights -- Revenue increased 13% to GBP36.2m (H1 2017: GBP32.1m) reflecting strong growth from the Niche Pharmaceuticals division ('Niche') -- Adjusted EBITDA increased 23% to GBP5.7m (H1 2017: GBP4.7m) -- Niche transformed, contributing 28% of Group adjusted EBITDA (before central costs) at GBP1.8m (H1 2017: loss of GBP0.2m) -- Statutory operating profit increased 74% to GBP3.6m (H1 2017: GBP2.1m) -- Net debt reduced to GBP11.9m (H1 2017: GBP23.8m)
A really strong set of results. Operating profit up 74%. It is obvious that this has been brought forwards to try and rebuff the buyout from clinigen. Will be a very interesting time ahead. The big boys will want a fair price for this if they sell.
We have 169m shares in issue, they have a long way to go buying 700k at a time :-)
Yes we will get tbe EBITDA half year tomorrow.
One thought crosses my mind... If Clinigen can buy up to 29.9% at the lowest possible price.. then they can / will pay a healthy premium for the remainder... What price might the BOD of QP agree to sell out and this will be agreed before hand with the institutional shareholders..
So the RNS today show that Clingen are stake building. Perhaps gobbling as many up as possible before these results? I expect these results to be strong but more importantly we are still gathering momentum and in the ascendancy. Someone below mentioned EBITDA. Do you think we will get EBITDA at the half year stage?
A large Buy at 75.5p for 700K QP shares announced at 17:15pm.. A large buyer is in the wings .. Now who might that be .. Clinegen? or a competing bidder ? Tomorrow will be very interesting
late rally...