Member Info for mythyaar

Can't see any reason for the recent drop. Good time to top up (and anything under 250p over the short to medium term imo)

GL and DYOR

You would hope that the share buyback will be ending on or around the same time as the results are produced mid Feb. And the further hope would be that those results are stellar and will act as a boost to the SP in lieu of the ended buyback.

Let's see what materialises in Feb.

Agreed. Time to top up. 10% premium to 250p placing.

This is very attractively priced now. Good entry point at c £2 and they have enough reserves to weather another so-so year - and that is already priced in. Long term should be a good investment.

Woodstock - the premium services that you have to pay for - hidden winners and portfolio picks are proven to have outperformed the market by 66% over a 5 year period - on the proviso you hold at least 14 of their picks. Generally their guidance is very sound. So I think there is some value in their service for the long term investor. They just got this one wrong and there are always risks associated with any selection.

Been toying with these for a while. The Motley Fool has selected it repeatedly but the subscribers have repeatedly questioned the MF selector's judgement, saying more skeletons would come out of the cupboard - and that's what put me off as normally there is very little dissent when MF make a selection. Looks like they were right in this case, and I'd hope that there won't be many more skeletons after this. So I'm in at 1070 for the long haul.

Hopefully never see that price again. I went in again at 235p which is still massively averaging up my SP!!

234p (if it gets to that) represents a 10% discount from earlier in the week and will be my re-entry point (to add further!)

I for one am happy that Scotia are relinquishing some of their shares, and power. Is better for long term liquidity. They still have a 13.5% stake in Indivior which is too much. Would like to see this diluted further over the coming months and years to improve liquidity/ stability.

Better X. I too am an LTH. And a fairly significant holding as well. The question is, and I am mulling it over myself, why not keep adding if 50% plus growth on current c250p seems inevitable over the next few years? Appreciate it knocks the investment weighting out of kilter a tad but there shouldn't be any more shocks any longer so should head north now?!

Are you buying more today/ over the coming weeks Better X?

Great article. Keep on holding on!!

Once more unto the breach, dear friends, once more!

I'm assuming that Q3 results will be announced Oct 28th (Thurs) and the conference time will be 1pm either that day or the Friday? Can't see it officially announced anywhere yet though?

Never wrong to take a profit so Dodgepot has every right to cut and run, especially with the volatility in sp over last couple of years. A few traders on here and a few LTHs like myself. I suspect us LTHs are in a similar mindset in that we wouldn't be tempted to sell up at anything less than £3.

Headline in the Financial Times "Indivior shoots for redemption in America's new opioid war". Behind a paywall so couldn't read on any further but it's a very positive headline. Sublocade is undoubtedly leading that redemption though.

It's where it's going in the future for us long term holders rather than today. And 160p should be 320p in a few years.

Probably because it's in line with previous guidance. No shocks, back to profitability. I would welcome share price consolidation for a few months!!

Eve of the last presentation I think we hit 148p before it fell to about 119p over the course of a few weeks. Hopefully not the "usual" this time!

There is usually a trend with Indivior. 2-3 weeks before announcing quarterly results the shares start to rise, and rise, in the expectation of good news. When the news doesn't quite meet expectations, the price drops back sharply. Think we had the high of £1.49 pre last quarter dropping to a low of around £1.18 post results. Let's hope history isn't repeating itself here, but I'm an LTH so I'm not holding my breath.