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I'm guessing that a lot of the project costs for the revenue booked in are already accounted for in the 2014 accounts, so net margins should start to improve 2015. Aided by economies of scale and bedding of acquisition?
looking forward to the next piece of news, we seem to get about 2/3 RNSs a month which makes investing here more fun. nothing worse than company's who don't bother to inform the market what there up to . GLA
just came up on ISDX. I waited over 15 mins to check it there but maybe it takes longer to show there?
Not shown up. Not on ISDX so I presume they are keeping it for later to show as a sell. Must be expecting a rise then, no?
if not in HK then I will go.
hoping may soon see a tick up , may drift back down to 19,50 again then hoping may soon tick up ,also hoping after presentation in July may see more interest growing
not
Don't Calculus have Venn stock in some of their other funds? Haven't looked into it in any detail but the last holdings RNS suggests so.
Started yesterday. In terms of approx phasing of revenues, couldn't get further info from management on this. On to the next RNS we go
Do you know who the seller is? Wondering if this is not still placing overhang or has that flushed through? My q for mgmt were on phasing of revenues - was this not core business and not labskin? Have I misread
just got home to read the news, well done everybody . looks like an interesting year to be invested in VENN. atb
For Rheumatology. Couple of questions that should go back to management off the back of it. Am encouraged. Final top up this morning at 20.2p
Visibility on future earnings will be getting easier for the company to forecast with each new contract signed Back to sleep, seems to be a winning strategy at the mo! PS ..... this is why the ii's wanted in! the future here looks very promising
Boom.
plus 4.1 mill recently looking good.
Bloody phone
Heard back from company. Conversion rate should be looked at as 1/3 from that on prospect/tender list. Tender list usually contests fro 24 months. Current core pipeline 17m no pipeline as such for Innovenn (nascent) but sales have been made. 4.1m context win was in year end pipeline, since been replaced. Positive stuff in light of dec 14 numbers
so 18m eur at proposal stage - lets say that they land 50% of that proposal level which was at Dec 14 plus add through the year naturally - plus Labskin, Clarogel etc. I will continue to add. there isn't too much else of 'value' in the life sciences sector on AIM. PYC is WIP but perhaps, CRX, not convinced.
well - that's the blue sky isn't it. fundamentally undervalued. blue sky being commercialised. SP at placing level more or less. acquisition in Eastern Europe to come. plenty of upside.
only 2 mm,s on here. no wonder they use isdx? having a read over. labskin, have i read it right its basically artificial skin to test creams on rather than on animals?
today.
I bought 5k @ 21p yest and did not show
Have fired off a few questions to IR. Checklist Financials - from a value perspective this looks pretty good risk reward at this stage Cash - funded. General trend towards CROs is very positive - big pharma looking to outsource the management of trials to CROs Management plan - seems fine to me - build up their capabilities with cross Europe offering. Eastern European acquisition makes sense if that adds capabilities. Mid term plan - could they look to buy an SMO for example to effectively manage the recruitment for trials in house and save that margin. Also - consolidation in the CRO space. Get this broad cross Europe offering in place we could be attractive to one of the larger CROs out there (Covance for example). Just a few thoughts. Good evening all