Member Info for shatter

The AZ contract is notable by its silence. I previously thought that this was merely a formality but perhaps not! Time will tell but it’s not helping the sp.

A complete waste of time. Lazy management who will line their poctets. Pi’s very rarely benefit ..

Only Oxb could practically break even on a day like today !

Some monetary projections would be welcome. How much are 120 million bottles worth to SYM ?

At least they took the time to reply..

Amazing the difference a day makes. Gl all.

Down nearly 10% at one point. Unbelievable for a company of this size with no news. Good luck with your email..

Morning Kern and all.
This continued drop is indeed very odd. I see the very small automated trades are still going through ? I cannot find a credible reason anywhere for this drop and Oxb are silent as ever unless it’s something to do with the Astra vaccine contract renewal. Diggle and other large investors must be wondering what is going on.

But what’s not to like?

There seems to be a deathly silence from Sym and across the boards as well. I think this might be another ‘pig in a poke’ to add to my list. Very few trades going through which would suggest even those who might be privy to sensitive info aren’t buying.
We could always make something up!

Hi Kern,
Really didn’t think I would be no longer a holder of Oxb. 4% down today! What’s that all about? I have been fortunate enough to have made a good profit here. I may have jumped too soon but onto pastures new. I simply don’t understand the recent drop. Money in the bank and surely much more to come from the vaccine so what’s the problem? All beyond me :-)
Will pop in from time to time and may even buy again. G.l

For better or worse I have sold the remainder of my shares after what seems like a lifetime. Probably shoot up now ! Will keep an eye on it and may buy in again. GL all

Oxb seems to have support around the £8 level. Still a lot of very odd single and low digit trades going through ! Concerned that this is going to drop again.. hope not..

Hi Seaking,
In the short term, like you, I think the markets are still quite volatile. I have some banks and Aviva which are trucking along on the back of the interest rate rise but Oxb could go either way. Some financial news on the vaccine might bolster the sp but is unlikely to be released.
My funds have taken a dip but it’s taken years to get them into Isa wrapper so loathed to sell. Drip feed in monthly as well so should come good again. Down on average 10%. Could be worse, keep well.

Hi Gem,
You make a good point. Can’t find anything either in relation to these shares! At the risk of repeating myself we need a contract or two..

Half expected this to be sub £8 this morning which is my selling point. The last tranche has a £4.60 average so a profit is a profit. Looking forward I’m just not sure in the short to medium term what is going to drive this towards the previous highs.
More debt and increased cash burn. Sorry to hear about SAR. The aim can be very unforgiving.

Hi Kern,
That was a big drop today. Should have dumped the remainder of my holding on the bounce. Hindsight ! Who would ever have imagined, for whatever reason, the sp would be sitting at this level, back to placing price. Only have a small holding left now but will have to reconsider my position here. See what tomorrow brings. G.L

I can only imagine the CEO leaving has cast a shadow on this deal. There appears to be cash in the bank, and more coming from the vaccine, but Oxb are instead borrowing to pay for Homology, a loss making company. This has perhaps given the market the jitters. Running before they can walk! I would have liked to have seen Oxb bank some money for a rainy day instead of taking on debt. Just my musings but a few months may make all the difference. Just where the sp goes in the meantime is anyones guess.

Read these comments ? Too busy signing contracts and improving shareholder value..

Hopefully the next set of results will be very encouraging. In May, the Group announced that AstraZeneca had committed to an increase in the number of batches required from Oxford Biomedica in the second half of 2021. This resulted in the Group raising its expectation for cumulative revenues from the contract to be in excess of £100 million by the end of 2021.
Not sure what cash they have to hand now but it could be a while before they turn Homology to profit. That said the Astra contract could go for years generating massive returns making this purchase insignificant.
Saw my dentist yesterday only to be called this morning as she has now tested positive. Fingers crossed.