Member Info for kernowlad

Bosch: Like you I invested in GFRD for income and have seen the value of the investment fall by 40% so dividends become even more important. I guess the only possible counter argument is that we get shares in Bovis and hopefully those will increase in value and dividend payout more than GFRD declines over time.
Also there is nothing us pi's can do about this.
GLALTH

Brad
I found the article very helpful. Many thanks.
I average 74p having leveraged down when it was in the 30s.
The thing that worries me is that I am its target market and I have just bought car insurance with another provider and a cruise with a Norwegian company and if I am doing that then so are many others and I got caught in Flybe!

3.15

Your prognosis seems on the mark as something is afoot with the rise continuing. Long may it last. Not up enough yet to top slice but better than being way down.
GLALTH

I wonder how much the state of Mexico's economy and in particular the friction between the private sector and the president is holding us back. Private investment into the oil industry has been stopped for example. It is true that firms dependent on the domestic market have been hardest hit (Cemex down 20% for instance) but there could be a washover into others like Fresnillo with general mistrust between the private sector and the president.

I agree scotlouie. Drift until more substantive news. Bottom drawer until more guidance as to FDA approval timeline and result. Positive result should see this leave these levels behind.
Holding.
GLALTH

nothing to get excited about then. Small sells today and down we go.
Nothing more to be said really.
See you in March unless something untoward happens.
GLALTH as we certainly seem to need it.

Who knows but yes a contract or two should make a difference.
This is hardly a sign of confidence though is it?
Oxford, UK - 28 October 2019: Oxford Biomedica plc ("Oxford Biomedica" or "the Group") (LSE: OXB), a leading gene and cell therapy group, today announces that Dr. Lorenzo Tallarigo, Chairman of the Group, has purchased 472 ordinary shares of 50p each ("Ordinary Shares") in the Company on 28 October 2019 on the London Stock Exchange at a price of 566.0p per share as set out below under the market share purchase agreement outlined in the Group's announcement on 15 December 2015.
472 shares!!

Those dizzy heights have not lasted long. You needn't have worried.
5 months of the same I guess
GLALTH

Shatter.
Hold steady! Unfortunately I absolutely agree with you except it can fall like a stone on no news at all.
Final results aren't due until early March and the BOD doesn't normally say much in between; so who knows what is causing this. I t would be nice if it continued as I am seriously thinking of top slicing to reduce my exposure - which of course I should have done at £10. Hindsight is a wonderful thing but I honestly thought we would hold around there while OXB plans came good. Shows what I know.
GL

That is exactly what I was wondering. I post hardly at all but read the board avidly and am thoroughly confused.

I know I keep banging on about OXB but it never ceases to amaze - and usually not in a good way.
This morning on net sales of 1000 shares i.e. £5300; £17.5m has been wiped off the worth of the company. Someone explain this to me please?
Exasperated isn't the right word.
GLALTH as I think we need it.

I hope not Shatter but I am on tour side of the equation. Market has looked at this and decided the big prizes have not been forthcoming with doubt as to when they will. Next set of figures are crucial but I have been saying that for a long time.
FYI I am just in profit and if I could think of somewhere else to put the money would be very tempted to sell after 17 years of putting up with this.
GLALTH

This is turning into another bottom drawer candidate. Nothing to see for a while I think
GLALTH

That sounds like good news and maybe will keep the upward momentum going.

From everything they have said to date they should be better - closer to H" 18 than Hi 19 - but how the market will react to that is anyone's guess and what the low will be if it isn't the case is probably easier to predict!
GLALTH

Interest will only be paid if they lose and as they are supremely confident they won't why would they destroy their bank balance now?
Probably too simplistic a view but...

I agree with you copout and when we get the actual figures who knows what the market reaction will be but it is certainly underwhelmed by this research note. Never thought we would be at these levels again.

Yes, a satisfactory outcome to the tax cases would undoubtedly send this up even more. Almost at break even now!
GLALTH

Thanks. Need all the support I can get at the moment. Hindsight is a wonderful thing!