Member Info for Spikeyj

cheers, gl.

personally, i feel fairly relaxed about that, tbh. seems there will likely be 2-3 years time in which UK and EU can hammer out agreements re reciprocal tariffs etc. for pharmaceuticals -- UK an important market for them to sell into as well. & in the meantime, that's 2-3 years in which doctors and patients in mainland europe can get experience of using this relatively novel antibiotic approach, for some conditions which are far from rare, are distressing, and are pretty hard to treat when you've already failed on some of the first line treatments. .... a wealthy german patient with such condition would still want access to these meds of astraz's 2-3 years on. partly an issue about pricing power ... there aren't that many effective novel antibiotic approaches around, so if doctors/patients want them, they'll have to pay up. if the eu has imposed some additional tariff in the meantime, astra should be be able to pass at least some of that on to the euro consumer. more broadly too, compared to situation pre-brexit, the ££ value of these euro sales will be significantly higher than it was start of last year. the exchange rate movement is favourable for exporters to europe, should richly compensate for any additional tariffs. ... & in the meantime, it's another valuable indicator of the marketability of astra's intellectual property (i.e. as reflected in the outcomes from its pharma R&D programmes). there's a bigger world out there beyond the EU, and there will in time be plenty of demand from non-EU nations too for novel anti-biotic treatments, again with a boost to the repatriated £ earnings from sterling's fall. i'm sure the ride with astra will be far from smooth, and no, of course it won't be "straightforward", lol, but i've been invested in this share because of belief in the long-term value of the intellectual property & R&D here, i.e. i think astra has very good chances to make effective medicines that people need & will want to pay for. brexit hasn't changed that. euro-politicians may want to slap some barriers up, but their people will still want access to those effective new treatments, & will pay. plus brexit boost value of exports great for astra. jmo. am sure there will be plenty of ups & downs along the way. equity = risk. atb.

but in hindsight, do you was blinkx actually was a very good business, or pretending to be one & eventually got found out? .... all a bit academic at this point, lol.

i think you may be meaning blinkx orslega? ... it's hard to know quite what the lesson is from blinkx re AIM .... perhaps just that money can be made from pumped up shares on AIM, if one is clever &/or lucky with the timing on exit/entry? -- so for sure, it's a good example that such timing does *not* have to be on a very rapid in/out timescale, i would agree there, your patience worked out very well. but on the other hand, looking at what has actually happened with blinkx subsequently, and what is now evident regarding the business itself, it's not a shining example of riches generated from good business, rather terrible management who overstated the biz. i made some money there, but nowhere near as much as you, as i was much later to join the party, cashed in a chunk at the right time, but kept a remainder that suffered.

i added a tiny amount more this morning, but suspect prob more down to come yet.

although compared with many many stocks, over such catastrophically volatile period & some pretty panicky trading, actually very little movement in the sp here. am inclined to agree with you, tho' need to remember that the UK revenues are still v significant. Revenue increased 31% to £22.5m (2014/5 £17.2m) Revenue from the US increased from £0.2m to £4.0m UK Recurring revenue now 79% of total revenue (2014/5: 76%)

well, if you look at the kind of companies he's picked in the income trust, and his commentary on those, he has already been investing based on a pretty gloomy medium+ view for global economic output. hence why so many pharmas & tobacco.

AstraZeneca today announced that the European Commission (EC) has granted marketing authorisation for Zavicefta (ceftazidime-avibactam, previously known as CAZ AVI), a new combination antibiotic for the treatment of patients with serious Gram-negative bacterial infections requiring hospitalisation. ... that should make a decent wodge, big market for that. combination treatments seem to be the new black.

nah, the first rule of shell club is never mention shell club.

if one still believes in the long-term thesis that there is a lot of undervalued intellectual property in UK small/micro caps, particularly in healthcare technologies, and one has money to set aside for 4-5 years+, then this seems a good time to add. -- but the short-term is as grievous as elsewhere!... so drip-feeding seems way to go, imv, rather than trying to be too smart about spotting bottom etc. volatilty+++.

all hide in here and hope the big bad brexit doesn't see us. lol.

ah well, easy come, easy go, almost back to where i bought in. [sigh.]

"The Open Offer of up to £0.53 million will allow the Company's existing Shareholders the opportunity to participate in the Fundraising." "Imaginatik plc (AIM: IMTK.L), the innovation company, is pleased to announce it has raised gross proceeds of approximately £0.09 million pursuant to the Open Offer announced on 25 May 2016." ....a good day to sneak out bad news, as they say? IMTK could only raise £90K through the open offer, as against the £530K they had hoped for. (- even though open offer seemed pitched at a discount.)

this is nice

partly doing will because big pharma with a reasonable portfolio of products and pipeline, paying a decent divi with reasonable earnings cover, should be seen as a *relatively* safer bet than many other shares. i.e. partly about the slightly bond-like properties in a global context where there are recessionary/deflationary pressues, but where government bond yields have already been forced way down already by quantitative easing. dollar earnings help,sure, but sector & earnings stabilty is probably more the point, i.e. compared to dodgier outlook for stocks whose earnings are more closely linked to positive inflation/IR outlook (like banks, financials, housebuilders, resources). --- other quasi-bond stocks might include other pharmas, tobaccos, certain food-stocks, perhaps some telecoms too if one regards them almost as essential utlity, tho' factors like pension liabilities (BT?) & investment plans matter. .... caveat with GSK, compared perhaps with Astra, one could argue that GSK is overpaying on its divident atm.

... and there you are!

yup, i stand by my post of 13th june.

so far even better. ... got me pretzels, got me beer, where's me brexit voting figures?

slightly surprised not to see more bounce there.

.... but woodford increased on the 17th june, i.e. *before* the massive drop. bad timing.