Member Info for lland

AUNBoy - I agree. For a value investor, today's price is an opportunity with limited downside.

I hope so, I've just opened a position on that basis. Definitely the riskiest proposition in my portfolio, but with a fair wind from here on, potentially a bargain price. Am glad I didn't come in when I was eyeing up at above 300p! Commiserations to anyone who's been in this for the long haul. Hopefully the current price is what Woodford refers to as "noise" and there's a bounce soon, of the live cat variety.

I hope you're wrong too, but certainly wouldn't rule it out. We're back now at where I originally bought in January and any profit made this morning was entirely due to riding it all the way down to 535p, averaging down the position and catching the spike. Been a slog. Am hoping for a simpler more stable route to profit this time round, namely the genuine value of the business being recognised by the wider market. That may not happen until the full results are released in a flurry on 16th May though.

I've bought ex-div, but think this is a bargain at the moment. May take a while to shine through, but it will.

If this were any other company, and we hadn't just had three separate brokerages affirm Buy ratings with high TPs, after an excellent Closed Period update, I'd be thinking this was a pump and dump. I've added to my position today at 604p after some profit taking this morning. Not sure whether that makes me inspired or foolish at the moment.

Same thoughts here. This should at least be trading at 650p upwards. It peaked rapidly to 625p this morning but then just fell away. Perhaps a rally this afternoon?

Very positive update today with revenues expected to be on the high side of predictions. Good performance and importantly growth for TheraSphere and EKOS, Galil Medical contributing well and licensing revenue doing well. Only slight cloud is the fall in sales for PneumRx in Germany which is expected to rebound once new criteria for identifying patients are established, but everything else looks either on track or exceeding expectations. I'm happy with that.

Does feel like the SP is deliberately being suffocated/messed with at the moment.

Yes, same observation here.

Numis reiterates Buy with 900p TP this afternoon. Last chance to buy below 600p, IMVHO. I honestly believe 700p is achievable in near future on basis of reasonable results.

Stifel Reiterates Buy with TP of 725p this morning. Saw an immediate strong positive reaction on SP.

That's what I would expect.

Yes, we came to that conclusion a couple of weeks ago.

I was thinking more about market sentiment towards the sector as a whole and a perceived potential for future sales growth in a more stable environment. There certainly seems to have been a recovery since the Bill was pulled. Let's hope it continues.

"Obamacare" stays for the time being. I would expect this to ease some of the pressure on the SP as the possible immediate cuts to healthcare spending are at least postponed, and possibly cancelled, although some uncertainty remains in the mid/long term. Am I reading this right?

Ahh yes, the Trump effect. That's certainly playing on the sector. The indecision of the repeal/replace Bill, general uncertainty, and there were some statements in "his" budget regarding withdrawal of funding from scientific research, which may also colour sentiment in general. Being an optimist, I'm taking his influence as purely temporary as the US recovers from its temporary insanity / Russian coup.

Same here. In for a penny, in for a pound, I've bought in again to average down my position. Am hoping this activity is being perpetrated to blow the stop orders in advance of positive news. If I'm wrong, it's going to be a long haul. From my point of view, this is still a good company with massive upside potential. It won't take much of a positive nudge to leap up, and we've already got to be close to bottom after the JP Morgan neutral reiteration. IMVHO

fully agree.

JP Morgan - Neutral - 790p. Considering the current price, BTG is a bargain.

Price manipulation/day trading with deep pockets? Last week's trading pattern from Wednesday onwards just didn't feel right. IMHO