Member Info for Rocket79

Placing incoming i would not recommend buying at these levels. Good luck

They need funds so fund raising coming. I would hold off buying.

IC rec was for a doffrent company. Financial times recommend ONT.

Apologies ignore IC rec

IC Buy Rec.

The shares currently trade at a consensus price/earnings ratio of under 10 for 2025. The business is leverage-free, cash generative and offers a growing dividend currently yielding about 5 per cent, according to FactSet. Despite the headwinds, margins are proving to be resilient, so we stick with our advice. Buy.

Last IC view: Buy, 425p, 26 Jun 2025

Https://www.ft.com/content/09ae0e32-a910-4588-bca5-b44f3d19bd49

While there were no upgrades to forward guidance, it was clear that losses have narrowed sooner than the market expected.

On a cash profit basis, the half-year loss of £48.3mn was better than the consensus forecast of £53.2mn.

This was due to greater demand from its research and industrial customers in the pharmaceutical and biotechnology industries.

The company’s applied markets division saw strong growth within its individual sectors. For instance, revenue grew by 52.9 per cent in clinical, 27.4 per cent in applied industrial, and 18.5 per cent in biopharma

Positive write up in IC.

Warpaint margins remain resilient despite customer bankruptcy.

Plenty of noise today, but worth noting the brokers’ stance. Berenberg still has W7L on a Buy with a 510p target, calling the revised guidance ‘highly achievable’ and highlighting the record gross margin expansion. Shore Capital also keep it as House Stock – their highest conviction tag – which they reserve for companies they see as long-term winners.

So despite the short-term volatility, both major brokers remain firmly supportive. With margins at 45%, £17m cash, dividend up 14%, and H2 rollouts already locked in, the medium-term growth story is very much intact

Berenberg cuts #W7L Warpaint PT to 510(700)buy

Given the available cash and ongoing profitability of the Group, the board has declared an increased interim dividend of 4.0p per share (2024 interim dividend 3.5p per share), up 14%

FT buy recommendation over the weekend...

Oxford Nanopore Technologies (ONT), a pioneer in real-time DNA/RNA sequencing, is considered a potential takeover target due to its significantly lower share price since its 2021 IPO and the recent expiration of CEO Gordon Sanghera's anti-takeover share, which previously gave him veto power over bids.Sanghera has publicly stated that the company is now "exposed" to acquisition, and potential suitors could include large diagnostics specialists like Danaher or Thermo Fisher. The company's technology and future growth potential are seen as valuable, despite the market's temporary disinterest.

Piper Sandler raised its price target on Oxford Nanopore (LON:ONT) (OTC:ONTTF) to GBP1.90 from GBP1.50 while maintaining an Overweight rating on the stock.

The research firm noted that Oxford Nanopore reported results consistent with its half-year trading update, with price serving as a tailwind in the first half of the year, a trend expected to continue in the second half.

Piper Sandler highlighted that Oxford Nanopore’s performance has significantly outpaced competitors in the sequencing sector and peers in single cell and proteomics markets, despite similar exposure to academic budget constraints.

The firm attributed this outperformance to Oxford Nanopore being "in the midst of an adoption cycle" for its technology, which it described as "the most disruptive technology in sequencing" that enables "decentralized, ultra long read, ultra rapid runs."

Piper Sandler suggested the company’s technology will create new markets in previously untapped areas for sequencing, making the stock suitable for both near-term and long-term investors.

Agree this is a prime takeover candidate now. At what price i don't know, but will me much higher that current sp.

Barclays raises Oxford Nanopore Technologies price target to 185 (160) pence - 'overweight'

HtTPs://www.investorschronicle.co.uk/content/ba13c18c-90c1-41e9-b3fc-1b21c318b662

Management has left its revenue growth forecasts unchanged for this year at 20-23 per cent. With an implied enterprise value to sales ratio of 6.9 times Peel Hunt’s forecasts, the shares resemble those of a growth company, but Oxford Nanopore is showing resilience with a change of management to come. Buy.

Expect a few stop losses have been hit. No reason for such a drop. Buy and Hold imo. Good luck

02-Sep-25 Berenberg Bank Buy 250.00 Reiteration

Solid set of results. Back up above 220p in coming sessions imo. Good luck