Member Info for MrBB

Remaining ahead of expectations for the year possibly to steady the market but we are clearly still performing strongly

Very impressive.

I emailed Joe yesterday asking that very question & although he overlooked responding we at least have the results today.Probably as expected with a positive outlook statement, notwithstanding adverse currency conditions.A smaller final divi was unexpected & welcome & my best hope here is for a takeover,at some point (probably when Joe decides to retire) for 25-30p

1 Director buying a few having sold almost his whole stake following the merger isn't that impressive.I would like to see JWL & other Directors buy significant quantities of our shares

You are obviously a Yorkshireman,Mr Fed Up, & I am feeling pretty Fed Up too.I have only been invested here for little over a year as I was acquired via SKP,unfortunately.SKP had provided me with a 10 bagger return on part of my investment there & I was disappointed with the Vec deal but did some research & believed that our CEO was very ambitious with view to his CV & aspired to be CEO of a FTSE 100 company.I smelled a rat when our FD sold the majority of his holding following the merger & I should have probably sold then-which I didnt ! Clearly The Market is clearly underwhelmed by todays Results & not comforted by progress with our Hikma collaboration.The presentation to Analysts ( 9.30am today) has clearly done more damage as our SP has weakened since & downgrades are likely to follow.With view to our partnerships with several different Pharmas ,presumably in some cases with conflicting scenarios, we are probably not even an ideal acquisition target for many suitors-although we can live in hope.

Solid but hardly scintillating !Discussions with FDA & HIK appear to be going well & optimism that issues will be resolved by the end of 2017 is encouraging in that our product is not (yet) dead in the water & will hopefully be launched next year.

Tips the sector & points out that our prospective PE is only 6.5-my view being if we continue to grow our crypto market that could be conservative & if the expected new regulations are less harsh than expected our rear rating could continue.Nomplans to sell any if my reasonable holding here

I am happy to be taking money off the punters here rather than,for once,not being the punter-the bookie /market maker usually wins & if we continue doing well on the trading front our SP should conitinue rising as will our divis.

Why wouldn't our SPexceed 200pthis year-we are up 40+p over the last 3/4 weeks.IfCU holds firm ( or resumes rising) & the imminent Interims are as strong as expected there is no reason why our SP shouldn't continue its upward momentum

due on 14th Sept should be strong & will provide our Board with the opportunity of outlining our acquisition strategy , which will hopefully allay the fears of those doubting our ability to continue growing

My average is under 200p having supported the placing @ 4.75/142.5 & we are heading in the right direction assuming CU stays firm or continues firming up the re rating in our SP will continue & I may even soon be in profit ! Astor needs to be resolved & the financing of our new mine (assuming it proceeds) needs to be arranged but there appears to be genuine momentum building in ATYM at long last & lets hope it continues building in order to take our price to a level where even the stalest of stale bulls here are in profit.

Results due early next month will hopefully confirm that we continue to do well on the trading & developmental front . The delay in our collaboration with HIK to develope a generic alternative to Advair has resulted in a weak SP since May & the ongoing litigation with GSK has also cast a shadow.Positive results in a couple of weeks together with an early resolution of the above 2 issues ( notwithstanding the possibility of weaker Markets ) should see a recovery in our SP & there always remains the possibility of an unexpected takeover.Easier to look at the positives when you are very long, as I am.!

Well I bought more before the update but its far too early & far too little profit to be smug .... yet.

You are tight about Amazon & news of a contract with them could ,at last , create some excitement here.The final for the year to 30/4/17 could be published any time now & I agree that the results are likely to be poor, as was well signalled earlier this year.However,the problem at Mouldings seems to have been dealt with promptly & I am hoping that the divi will be maintained , or even increased, on the basis that we are now almost 4 months into the current year & if it really is going to be stellar ,that should be reported in the outlook statement .Prob here us dealing in volume & 300/400k of shares could be difficult to acquire without pushing the price up on yourself (assuming you wanted a decent hooting here as with Plus .I await the results with interest !

Another agreement announced today which should be very positive over the medium term.Lets hope for some positive newsflow (particularly from Hikma) ahead of our results early next month

Sxx needed a full listing as they had to improve their profile in order to raise vast amounts of money to fund the development of their mine & it will be years before they generate profits,cash flow & dividends.We,on the other hand ,are profitable ,generate substantial cash flows ,pay a very generous dividend...& still have enough 'spare' cash to buy millions of shares to hold in Treasury.

Article in today's Sunday Times suggesting that Hikma may soon receive approval for our Advair generic-which would be great news ....if it happens our SP may even show signs of recovery

Apart from the rapid re rate based on superb results & an extension of the share buy back program there will be more volatility currently (caused by the Don & Kim love in ) which will result in more business for us with punters hedging their positions.Interesting to know at what price we will stop buying back shares.

Good to see Plus continuing its program with our SP at higher levels -our Board obviously continue to see value north of 650p & assuming a decent hike in the dividend our yield could exceed 10%-which is usually the preserve of failing companies ( like CLLN ) My only regret is not buying more earlier this year !

The latest trading update referred to exceeding expectations so, assuming that has continued,there is no reason not to expect excellent results & a commensurate hike in our dividend.