Member Info for MattTheBrave

...could this be the end, as the stock price collapses towards zero??!! What a sorry story this stock has become - JH should definitely be investigated for some sort of wrongdoing methinks. For those holders still in, I feel your pain!!

I take huge short positions as a positive signal personally. One whiff of good news, and they all panic back in!! Basically, unless you think a stock is actually going bust, you know that the shorts have to buy back in sometime - future guaranteed buyers of 22% of the company feels more like a buy signal to me......(unless you think it's actually going to zero of course).

Typo - level of sterling *versus* the dollar.

...the level of sterling gains in the dollar, I fully expect this company to be bought out in the near future. It never happens at the bottom as the acquirer is too nervous and has to wait for all those bankers to do due diligence. the rising share price will give them some confidence that things are probably ok, and before you know it, boom, we get a bid in the 180p to 200p range. Well, that's my thinking anyhoo....

Dave - the EV is simply mkt cap (number of shares x price) plus debt, right (ie, it's the effective purchase price for any predator). So, by definition, if a company has zero debt, then mkt cap =EV. If Debt is $1bn then EV = Mkt Cap +$1bn and so on and so forth. So the relationship between a company's mkt cap andEV has nothing to do with market sentiment or investor behavior, but is simply a mathematical relationship based on the netdebt/cash position. Do you see my point?

....and more importantly, seems to be no shift in view on the Siemens Troponin test launch date and it's ability to replace the revenue being lost from September.

I'm hoping they'll be available some time before then. Roche's already has approval I believe, whilst the large loss of the other revenue source happens in September....

...continues to fly, but when will we see the new Siemens Troponin test!!! Clock is ticking....

er....no.

Top slice at £35, buy it back at £28..........;-))

Yep, it looks a reasonable bet to me. Whilst one legal case is still outstanding, one has now been removed. The company is growing orders and the top line again and the higher oil price has relieved the pressure on their clients. Cash flow is strong, and the divvy has now been re- based. Key point is that the stock is still on less that 7x earnings which looks too cheap to me give. The business dynamics and risk reduction. I don't see why this can't get back to 2.50 by the summer.

...and the rest! £32.50 at open! Top-slice anyone........;-)

Going to be an interesting day for sure - $20.54 equivalent to £33.50 which would be lovely!

...when I saw the divvy being halved this morning, and the lower op margin, but happy that the market is focusing on the revenue generation, order book, and greater certainty following insurance settlement.

..the 10% is in a number of separate accounts that he runs, rather than the pooled fund which as Davey points out below, is down at around 6%.

Heard Mark speaking about HCM this week - very very positive after recent test results. But, as he is at his 10% limit, he will have to lighten exposure into further strength.

wow Riv, never seen you negative on a stock before! Can you just clarify what you mean by 'The numbers seemed somewhat lacking', and 'Management seem to be all over the place ' (aside from CFO leaving)?

...good numbers, but stock down 12%! I presume this is because of the CFO leaving, but I'd be interested in any other thoughts?

....where did that 150bps fall in the margin come from? No comment in the press release on that which is disappointing.

....but already in the price given recent strength. I think the stock will consolidate here till the next trading statement which will hopefully provide the next leg up.