Member Info for shares123

What will move this share? All those shares bought and cancelled (15%) and still no price movement.

Thanks for the estimate Chomsky.

If it is 365Agile. A premium for CSI of 50% above cash value seems reasonable. I set my first target price at 44.25p. It should go higher once more info released. From memory, directors said the acquisition will be done by the end of December. Internet of things "IOT" is very hot at the moment.

Hi Chomsky, Others are speculating that Agile could be reversed into CSI. What value would you put on 365Agile ?

The dividend of £2,136,000 paid to shareholders in July 2014 was potentially unlawful because no financial statements demonstrating that the company had distributable profits were lodged with Companies House. At the date of approval of these financial statements a contingent asset relating to the potential recovery from shareholders of this dividend exists. The directors have no intention of seeking to recover the amounts involved and intend to resolve the issue by putting a deed of resolution to a general meeting absolving the directors of any fault and the shareholders from any claims for recovery of the dividend.

Hi the_shareminator, Good to see another poster. I think they will complete all of the buy back just in time for the annual report. Then they can use a improved EPS. I bet the 12.5M share sale was part of the buyback. All the other recent large sales were them.

Here is the AGM presentation for Atu027 Phase 2a Pancreatic Cancer Interim Analysis in case you missed it. http://silence-therapeutics-com.s3-eu-west-1.amazonaws.com/app/uploads/2014/09/Atu027-Phase-2a-Pancreatic-Cancer-Interim-Analysis.pdf

Yesterday the spread was 18% today it is down to a much more reasonable 4.65%. Lets hope the spread stays reasonable.

http://maynardpaton.com/2015/05/06/bioventix-67-margins-from-monoclonal-antibodies/#more-1713

http://www.fool.co.uk/investing/2015/04/28/why-i-would-buy-bioventix-plc-over-glaxosmithkline-plc-and-astrazeneca-plc/

Is this good for small shareholders?They are going to remain listed on the AIM. So the 15% buyback looks like it maybe good for small shareholders. Does anyone else have a opinion?

Will Alnylam Pharmaceuticals have to ask silence therapeutics for a RNAi trigger license for all of its therapeutics. This could be expensive for Alnylam Pharmaceuticals (the leader in the field, $9.8B market cap) and very lucrative for silence therapeutics! Milestones and royalties :), see the link http://rnaitherapeutics.blogspot.fi/2015/03/alnylams-scientifically-dishonest.html

Net Asset Value per Share up to 2.90p (a 7.25% increase) £1.32M gain on portfolio investments. cash balances of £6.29 million Looks good

Sarossa subscribed for 2,000,000 SLN shares, at 200p £4M on 10 April 2013. Now silence ther. worth 255p or £5.1M (profit of 1.1M). In addition to 343,053 options that converted to shares (at 233.5p) for the GVC investment that did not even go through a £801,029 profit. Net Asset Value per Share for last report of 2.69p, plus share a buy back. Why is Sarossa so under valued?

The last investment in PHC on the 8th Oct 2014 (459708 shares, price 69p) seems to have done well. The price of PHC is now 120p. Therefore for that specific investment a 57.5% increase occurred or £234,451 profit. In addition to the earlier placement of 3,377,596 shares at 78p (£2.63M). Now worth £4M, a £1.42M increase.

Close Brothers Asset Management have just announced that they have a 8% stake.

Considering how Abcam have risen and risen and risen (to the ridiculous valuation now). I think Bioventix could have a few positive years ahead. It is a conservatively run company, low CAPEX, lots of cash in the bank and 4 years of high ROCE >40% and high operating margins and a good dividend on top. Bioventix have specialized towards targeting small molecules rather than proteins like Abcam. They are also targeting there antibodies to the automated diagnostic market which takes a long time to validate with the individual machine and is therefore less likely to be replaced with cheaper antibody.

Sarossa have decided to buy more PHC shares at a inflated price of 118p (Liberum Capital give a fair value of 75p for PHC). http://www.investegate.co.uk/plant-health-care--phc-/rns/tr-1--notification-of-major-interest-in-shares/201412151351327825Z/

http://www.thisismoney.co.uk/money/diyinvesting/article-2830291/The-Diary-Private-Investor-Tough-decisions-markets-slide-fear-takes-over.html

QPI-1002 misses the phase II predefined 30% improvement (only 15%), except in subgroups. It is unsure if they will go through to pIII. Still it shows that silence therapeutics core chemistry/products do something. Quark only used naked siRNA, whereas silence use lipid coating which should improve the effect. http://www.fiercebiotech.com/story/quarks-rnai-treatment-misses-mark-phase-ii-kidney-trial/2014-07-29