Member Info for daveycaferacer

That should send the share price below 2p....

That should send the share price below 2p....

Fantastic to see an update on the syk inhibitor today - and plenty more updates due on the pipeline before the end of the year too:-

1. Initiate global study of savolitinib/ Tagrisso® combo in 2L/3L NSCLC post Tagrisso® failure; AZ presents data on c-Met resistance; regulatory dialogue

2. Molecular epidemiology study (n>200) in PRCC – possibly BTD enabling

3. Report top-line data for Phase III FALUCA study in 3L NSCLC (NDA application in H1 2019???)

I continue to Buy

pension deficit
£47.2m 2017
£67.7m 2016

Op profit 2017 was £33.1m

As to your question on a buyer Potato, it's a good one!

There's potential high intrinsic value in various parts of the business including The Scotsman. They need a buyer with deep pockets who can restructure the debt and sort out the pension liabilities.

Debt but they also have a fairly major pension liability

Indeed Auson, although I think Woodford has lost the plot recently!

Dividend yield >10% and a credible strategy makes this a reasonable place to put some money

Maybe we will invest in another "shovel ready" energy project with "near term" revenues.........but let's hope not

How can a joint Broker be "the only" joint Broker? Are these people in Canada smoking weed?

"continue to act as the only joint Broker to the Company alongside SVS Securities Limited"

An oxymoron if ever I heard one

Finance Director yesterday and Senior Non Exec today - they are certainly very confident

or a persistent rise back to a level that values the business appropriately......

Despite the warning and its cautious stance on the stock, RBC said the share price reset has gone too far and highlighted the fact that Convatec is still a cash generative business with attractive qualities.

"We would remind investors that Convatec is still a highly cash generative business, and at the current share price is generating a free cash flow yield of over 7%, with a dividend yield of 3%," it said.

"With the performance wanting we would hope all options are now on the table to maximise shareholder value."

https://www.ft.com/content/07bc74d8-d04d-11e8-a9f2-7574db66bcd5

hi Matt, just not a fan of this business at the moment and I just think think the Broker Target is not achievable

1500p Broker Target reiterated, how amusing

Finance Director did, I did, then I bought more after his transaction announcement

Broker Reiterations
Director Buys
Interim CEO from big Pharma
All positives so should be upward from here

The Finance Director hopefully knows the Company is in excellent shape, bar this temporary issue, and they will soon be back on track. Often these dramas do not present a great opportunity to invest but this is different