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"In the future, through deepening collaboration with local partners, Takeda plans to continue to invest in data, digital modalities and related technology to drive its growth in China at a pace that is expected to outperform the market average over the medium to long-term horizon, said the company."

https://www.chinadaily.com.cn/a/202312/13/WS65790663a31040ac301a7775.html

Biotalys is often mentioned as a benchmark for PHC, indeed it has more or less tracked the downward drift similar to PHC, where it differs is the recent rally following a strategy update.

These guys are well behind PHC in terms of actual product yet command a much higher valuation.

https://finance.yahoo.com/quote/BTLS.BR/financials?p=BTLS.BR

Their US office s only a short drive from PHC in NC.

Worth read, Agro-K will be become part of this group.

https://www.rovensanext.com/en/news/press-releases/rovensa-group-launches-rovensa-next-a-new-global-biosolutions-business-unit-to-shape-a-sustainable-future-for-agriculture/

Rovensa Acquires U.S. Biostimulant Company Agro-K

By Rovensa

|December 5, 2023

https://www.croplife.com/crop-inputs/rovensa-acquires-u-s-biostimulant-company-agro-k/

Treatt has been on my watchlist for some considerable length of time, Friday's drop post results proved too tempting.

Gradual recovery play as inflationary pressures unwind coupled with easing on interest rates, most of the issues reported previously seem largely resolved going forward.

..squeegee time lol

(again)

There was a lot of buying by Templeton funds, plus the 6m purchase detailed below this was against one smaller seller.

Although these charts are delayed they are accurate, surprised S4 hasn't responded higher tbh..

https://images.fintel.io/gb-sfor-so.png

Whilst undervalued by any metric THG haven't done bad this year sector wise. Consider THG started out around 364 position on the FTSE all share index, since then we have moved up to 252 just outside the 250 Index.

http://www.stockchallenge.co.uk/ftse.php

Another year like this plus resolution to the merging of Premium and Standard and we have a chance at 100.

Hong Kong stocks rebounded from a 13-month low after a rout prompted companies, including WuXi Biologics and Meituan, to unveil measures to support their share prices. Buyers returned, with the market approaching levels deemed technically oversold on charts.

The Hang Seng Index rose 0.8 per cent to 16,463.26 at close, clawing back some of the 4.2 per cent loss in the preceding three days. The Tech Index rallied 1.8 per cent but the Shanghai Composite Index eased 0.1 per cent.

https://www.scmp.com/business/china-business/article/3244003/hong-kong-stocks-snap-3-day-slide-wuxi-biologics-sands-china-lead-rebound-buying-support

Posted this yesterday on S4 thread, another delisting/buyout should help focus their minds:

---------------------------------------------

This will help attract UK funds if they ever get around to finalising it, expecting news this month being year end:

The proposed new ‘UK Listing’ segment

What the FCA is now proposing, subject to consultation, is to blend the two segments into one, but to retain some flexibility. Having two segments available to Main Market companies, particularly where there are alternatives like AIM and AQUIS, is seen as creating complexity – not to mention the reputational issues attaching to a Standard Segment listing,

https://www.memerycrystal.com/fca-proposals-premium-and-standard-listing-segments/

This will help attract UK funds if they ever get around to finalising it, expecting news this month being year end:

The proposed new ‘UK Listing’ segment

What the FCA is now proposing, subject to consultation, is to blend the two segments into one, but to retain some flexibility. Having two segments available to Main Market companies, particularly where there are alternatives like AIM and AQUIS, is seen as creating complexity – not to mention the reputational issues attaching to a Standard Segment listing,

https://www.memerycrystal.com/fca-proposals-premium-and-standard-listing-segments/

Data out of US is certainly positive foe easing, not so positive if you want to hang onto your job.

Wells Fargo taking a monster hit redundancies, think it will be a tough Xmas both sides of the pond but going into 2024 much brighter outlook, all THG is needs to do is get through it without too many job losses.

We are already seeing the cost of higher rates with today's acquisition of US based Biossance, THG will come out of this much stronger as a result.

THG has all the makings of a FTSE company imv, just keep doing what they are doing and ignore the critics.

This guy has been adding some sizable chunks, there's also a seller but much smaller.

LGOAX - Miller Opportunity Trust Class A reports 33.33% increase in ownership of SFOR / S4 Capital PLC

https://fintel.io/so/gb/sfor/trust-for-advised-portfolios

https://images.fintel.io/gb-sfor-so.png

The gradual weightings shift by tracker funds into Consumer Discretionary has to at some point feed through, lots of retail up this morning.

Broken to the upside out of trading range, new high for 2023

https://finance.yahoo.com/quote/NMX404010.FGI?p=NMX404010.FGI

Again, aggressive market making with NASDAQ shorts dropping yesterday to lowest point over 12 months.

For those looking to buy in what an opportunity, China backdrop has arguably never been better along with commentary below.

Doing the same 2p, PHC has to be vulnerable down here. Market cap is hoovering around this years revenue which seems a bit too cheap even in the current climate.

Its hard to calculate the exact cash position but using various scenarios they should be good to around mid 2024 by which time market conditions should have improved, key registrations for India and US should help also assuming approval.

Scobie , Newlands seem supportive but perhaps too they recognise just how vulnerable PHC is at the moment - interested to see if Ospraie AG Science join the fray.

Trackers and such put us all in the same grouping namely CD regardless of the business model, or at least that's how it seems.

DOCS was on top of HFD yesterday, so double hamburger and fries to go!

I wouldn't be surprised to see more companies reporting issues similar to DOCS on the supply front, it impacts all aspects of their business as can be seen.

Those that invested and planned ahead will reap the benefits over those that haven't. If DOCS had chosen to use Ingenuity they may well have averted todays third profit warning.

It really highlights the importance of what Ingenuity does, its going to be harder to ignore going forward especially with ESG accounting now firmly established.

Get your squeegee out, $20 glass celling incoming ..

Yup, agree, DOCS is a good example of how things go terribly wrong with poor distribution and stock control.

What they need is a good fulfilment company ..

(runs into telephone box, peels back shirt to reveal 'INGENUITY' ! up, up and away )

lol