Member Info for handybrownone

Agree - was just checking 27 Jan last year. Generally not a good sign, Suspect they're waiting for something good to day to help us digest some bad news

Inetresting as I thought the same but my accountant says you can no longer offset share losses vs CGT - will be interested if you find out differently. Used to be able to.

Dividend is being cut though - at 4p it is close to last year at 4.7p BUT saying they will rebalance vs final dividend. Perhaps final dividend may only be approx 5p? So 9p in total for the year. Not a great yield so not buying

Results out on 1st April too - will be interesting to see if there is an uptick

Calculated 7.6% shares removed in completion of share buy back. Nice. From memory the last buy back came in at around 5% of total shares when completed.

Of course TO is on the cards but will it happen? Who knows. You need a buyer in order to sell. Look at the new non-exec appointed which is from Oaktree. A concession I am sure to appease them. All eyes on next trading update

The dangers of owning companies in other markets !

https://en.prothomalo.com/business/jvscoegq83

What it actually says is "Crucially, oil and gas production in the North Sea will be with us for decades to come, and the North Sea will be managed in a way that does not jeopardise jobs. And our offshore workers will lead the world in the industries of the future.

We will not issue new licences to explore new fields because they will not take a penny off bills, cannot make us energy secure, and will only accelerate the worsening climate crisis."

But every prediction and promise Greg has made has been broken. Why is it true this time?

It was tipped in the Times in Nov. Results look good. Lots of pipeline to look at one. It only takes one of two of these to work. If Tau is the one then for me that is massive.

Why would AZ buy a diagnostic company. It divested Zeneca diagnostics years ago.

Appreciate the points made but the point I am making is that the comments are all about things that might happen. China, Canada, NZ (population same as greater Manchester!) Norgine getting better etc etc are all well and good. They MIGHT happen. You can't bank any of it.

IF we fail to get the rights sales in USA then you think somehow they compensate? I can absolutely tell you that if USA is not nailed to the door these other factors only make the difference between needing more money and POSSIBLy breaking even if they all happen in time.

If you look at IMS numbers on injectable iron >60% of the global VALUE is solely in the USA. I agree at the this SP 11p it is cheap. I liked it even more at 6p and topped up.

So I re-iterate. All eyes on USA. No USA acceleration to 50% CAGR month on month then we miss 2023 numbers. That is what my sheet tells me and that is the target Shield set for USA in 2023. If we miss then all eyes on how much and what is the % growth rate for 2024 and how will the mange cash to avoid a raise or debt.

Https://www.tga.gov.au/resources/artg/355993

They say they are cash flow +ve end of 2024. They have enough money to end of 2024. Therefore, they run our in 2024.

AU - approved and not launched. I just checked Norgine applied for a renewal fee exemption due to zero sales.

The scrip numbers are all set out in the big raise they made and HAVE to be met.

And FYI I am absolutely balls deep in here but most of you, not all, don't seem to put in any proper research and occasionally a small amount of cold water is needed because you egg people on. They then put all their money in these get rich shares and lose it all. I have seen it so many times.

STX say the cash runs out in 2024 if they don't reach their target of 2023 - 145k scrips and 2024 is 395k scrips. There words not mine. Cash flow +ve in 2024. I;m sure they factored in everything that they could. Norgine have consistently under delivered and we know it is a low 2 digit royalty. So no not expecting much. Despite approval in AU they have still not launched.

I track it on an excel sheet and they need well above 100% Q to Q to reach target of 145k scrips in 2023!!!! They need 53 CAGR monthly to reach their stated target of 144k scrips in 2023. There is possibly going to be the chance of a hiccup along the way. This growth rate is important as cash runs out in 2024 and they have to do it or do a raise or borrow.

The Q2 was issued 20 days after close of Q2 - so 20th Sep is a date to keep in your diary. 8th seems ambitious as they'd want to think carefully about how they play it. Anything stepping into Oct I might read as "not as good news as hoped"

BXP is part of a larger group. It's based in Bangladesh - I don't even think the majority of shares are avilable and it's been around since the 1960s. The shares on AIM are ADRS. PE buy out - get a big grip. It's never going to be a PE buy out . In fact there will never be a take over. This is a divi share.

WIthout seeing what you are seeing isn't the discount rate not associated with probability but is the lost value vs borrowing i.e. it's a comparison vs the value that you think you can get elsewhere. You set the rate at whatever you think you can get and if it's +ve then you are beating that rate. As it compounds over time then NPV is hard to beat on long term especially in R&D but if it does beat NPV then it's growth is stellar.

I think its also harder as which doctor recalls a patient that never comes back! They are so busy. It will take a while to relaise that there patients are happy - assuming that they are happy!