Member Info for Rory1708

I think it's still open just no longer being tracked as the position is now 0.45%.

Has it closed entirely or has their position just moved below 0.5% ?

As part of a diversified portfolio I personally have no issue with shorting, however it's a different story when the motive is more nefarious and the recent behaviour in this shares price does raise eyebrows. If we can consolidate 162/3 by the end of tomorrow it will be a good sign imo... GL

Well you have certainly come flying out of the traps on this share. Plenty of time to top up before Monday ? IMO we have plenty of time over the next couple of months... GL.

I don't think the broker targets of 200+ have helped with the moral of LTH's, imo even with Advair approval those lofty heights would still be some time away. What I am struggling to get my head around is the fact the FDA were engaged throughout the formulation of the product, they were invited to inspect the product on a number of occasions to gauge their thoughts / feedback to aid in making the product compliant and we still receive the 'major complete response letter' in the same vain as Mylan. A good couple of months for Emma Walmsley to begin her tenure...

Somebody got wind of something early doors ?

this question makes me sceptical on your previous post.

*there* is some uncertainty,,,, apologies for the school boy grammar.

FDA approval of their generic Advair is due May 10th - the last application for such a drug (Mylan) was dismissed by the FDA a few weeks ago. I think on the back of this their is some uncertainty about the immediate future for VEC's share price. N+1 Singer have downgraded to sell and an article on the Financial Times site suggests 105p is possible if the product is rejected and are looking at it as a 50-50 call. In my own opinion I feel the chances are higher (in favour of approval) given that the FDA have been invited to do numerous pre-approval checks on the product and the fact it is already licensed in Europe. After the FDA rejected Mylan's product they also gave a damning assessment of one of their India plants in which they stated : "Until you correct all violations completely and we confirm your compliance with CGMP, FDA may withhold approval of any new applications or supplements listing your firm as a drug manufacturer," If it is rejected, from what is in their recent accounts, I am still confident this share will have it's day. GL

A good read, I am optimistic for the May 10th FDA ruling.

http://www.vectura.com/files/7314/9277/1782/Vectura_Group_plc_Report_and_Accounts_for_the_nine-month_period_ended_31_December_2016.pdf

hope no one got in this morning at 661

Agree entirely re the product range and pricing model, some of their pricing seems to be case of picking a number and doubling it. I was recently in the market for some new lights for the living room, hallway and landing, the quality I found in B&Q was much the same as Dunelm but half the price. NEXT home also recently had an incentive for 20% off for first time buyers of NEXT home products and 10% for returning customers. In spite of this my local Dunelm (atleast every time I am there to have a browse) seems to have a consistently well trafficked store. I don't think there is a doubt that this will return towards prior highs but I don't feel were looking at a turnaround anytime soon. GLA

I think it's just a reflection of the wider market than anything specific to Dunelm, although my personal feel is that this will touch 600 before any sort of turnaround.

Piling in this morning

Agree, maybe in 2018 we will see 200+. Personally I feel 175 - 180 is a fair target for this year.

Hope we stay above 150 going into thr announcement.

"I thought I had done just that!...." my remark was to bonker99 not you... or are you one and the same ?

instead of spamming your website for subs why not just state your observations ?

Definately exceeded my expectations, I envisaged the businses progressing in the right direction but did not expect the depth of positivity evident in the results. The market reaction this morning has me more puzzled...