Member Info for oogleflugal

Gotta love this

We are now at the price it dropped to after the failed bid which seems absurd. There were others they were in talks with, but nothing materialised. The markets were in a pretty torrid state then which was the excuse given for withdrawing the offer so they simply declined wasting any further time in negotiations. No idea what ‘havin a laugh’ is on about, they have £600 million tax credit pure and simple, courtesy of Woodford, when the company was called Circassia, they are never going to pay tax in my lifetime!

Forward PE of 8.4. Completely miss priced. But thats what markets do. And then along comes a bid because it gets spotted or eventually it rerates. Has stayed pretty firm throughout the crisis so far.

And another,. No volume to speak off

And another, although it’s actually 8.68 with a lot of very silly trades. Too silly

Isn’t that what more than 100 percent boost is? 2.5 x growth in 36 months is reasonable too!

It’s a weird market! I thought most would know what they are getting into here by now. The main founder and owner has agreed a million loan if needed.

So there are some issues coming to the fore now for all UK companies which will have an effect to a greater or lesser degree. I think in Niox’s case hopefully less. Manufacturing of Feno is outsourced , so any cost increases is passed on to the user. Similarly genius Trumps tariffs are passed on to the consumer increasing his inflation and then he demands interest rate cuts! Their distributer in the US closed down so they have employed their own salesman in particular targeted areas. They still had 7% growth which less than they hoped for. Hopefully we will have news of how that is developing as it is a very big market potentially. They have high teens growth in Asia and Europe has been doing well too. In fact the business grew 21% since the 81p offer. Then there is the on going trial for Copd. This makes me wonder if this is why AZN still have a substantial holding. Not really lack of ambition, there is the home test kit still to finish and they dont simply want to waste shareholder money in new ventures which could take years to develop. They continue to convert all ebitda to shed loads of cash, and no tax to pay because of the Woodford losses of 600 million previously. Not cheap, but getting quite a lot for the money

At last contract news off shore uk. 1.5 million over next 12 months . Hope this is a sign that idiot government realise they don’t need to keep shooting everyone the foot

Pe of 8 is its average over last 5 years. Currently on about 12. The forecast was a slight beat I think in January. Glad for op to get back on as I missed the last rise. 1 of many bargains currently, providing Trump doesnt decide to bomb us after being upset with uk for only shooting down drones and missiles and trying to save his bacon. Can you imagine life on the USa aircraft carrier without an operational bog? Poor old Crete having to be their port of call.

Back in just before close. Looking very oversold. A lot of those reds are buys. Just a couple of pence above where it dropped to after the failed bid last March seems ridiculous with the cash pile ( must be comfortably over £20 million) and extra business this last year.

Most miners are off today. Slp down 6 percent. Even the big ones!

Chip shortages?

‘The only fly in the ointment’ . It’s so inventive ai

You have a point there. The people not fly is when a director sells shares to cover tax liabilities , thereby creating more tax liability. Least it’s not to fund a divorce

Please note shareholdings will not be affected by the name change. I bloody hope they are otherwise whats the point! Just more money down the pan

Theyve managed to eradicate all previous information including Nigel! Thats a good start.

Still seems to be a moronic seller out there. There aren’t that many shares to shift! Under 100 million

It’s a temping price with 40 percent of market cap in cash (£19 million) right old hoarders. You would think they could afford a dividend by now! Doubt they will though

End of year TU. still delayed still not cancelled. Trouble is until the Orange one goes nobody knows. 8 -9 percent drop is PW so it’s down we go.