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Same here Scottie I have five bg funds Asia is the place to be and this one is more or less at ground level so should do well over the next five years

Hi shatter, yes I think you are spot on with Vulpers give them a day or so. If there isn’t any news it may well drift back to 9 :-) .

Excellent suggestion. Just wait a few weeks Sir Martin.

Er, I think this is an investment trust if you read the name of it. Also there are charges.

Sold a good amount for profit so now hoping Sorrell doesn’t do any deals for a few weeks so the sp might drop back then buy back in.

The other thing I think could happen is that they may be taken over by another company could be AstraZeneca or even Novartis etc. Oxford have a lot going for it in the future just need a profit.

The answer to that is I don’t know but my gut tells me it could go to 9 which to me would be a good entry point. Now that they have the extra faculties up and running they may at last go into profit in which case you can say good buy to sub 10 in my view.

Hi kernowlad, I’m hoping it drops back to 900 then I’m back in. Did ok on S4 capital and keeping a core holding there as I think Martin sorrell is definitely on the warpath.

Would not be surprised if Oxford get another contract soonish now the faculties are running.

As I was saying the sp will, has gone up and will go up back to post 1250. Back in again.

The sp will go up tomorrow as telsa has risen by over 5% as I type.

Added on the drop which I expected . But should of sold my initial buy when the sp was 525 the other day, silly me.

What makes you think it’s overvalued?

Very well thought out thinking jatw . I definitely could not of put it better, and agree with all your comments although I do think the healthcare side should romp ahead of the vaccine side which will still be an excellent hold.

Forgot to add near the end of the fourth paragraph “one of several more moves” hint they will be adding even more acquisitions. He does tend to carry out what he says.

Might drop back a bit tomorrow on the if any cost of the merger. I’m keeping my shares for the foreseeable future, as I think there will be considerable value added with the recent business deals
Undertaken.

Prudential split with a 50- 50 so I did ok selling MG shortly after, then sold Pru .
If you look at the consumer Healthcare business it’s going to be a massive portfolio with GSKs being 59 different products and Pfizer having even more. Which I think will do better in the short to medium term as no perceived risk were as the vaccine side will be using money which hopefully will be covered by vac sales for R&D.

This company with Sorrell at the helm is going to be big. I think the move towards China will be exceptionally good for S4 cap. I reckon Sorrell must be good at chess.

FT investors chronicle have S4 cap as a. Buy this week.

:-) I loved that comment. Well said.

I think it’s all about the company not making profits yet.When Oxford biomedica results go into the black then you will see it Starting to climbing and not going back to below £10 . That’s my thinking anyway.