Member Info for SS17

I’m hoping it to go back £1.70 range soon

It's surpsrsing all oils related stocks up today, PFC is too cheap at this price. If oil hits $75 surely PFC revenue and contract should go up so as SP. Is market waiting for their trading update or SFO clearance before re-rate? A RE-RATE is due for PFC

dyor

https://www.msn.com/en-us/money/markets/goldman-sees-brent-oil-at-2475-as-supply-response-trails-demand/ar-BB1dT3V7

Just a small correct I meant the Vulpes Life Sciences Fund still holding 14.3% who is closely link to director MG

The director is still holding 14.3%, every one wants to trim a bit when they are on the profit over 100%. So the director is not an exception or may be he simply needs some cash. For me any dips gives opportunity to add more which I have just topped up at 24.75. If their vaccine comes good as expected then share price below £1 will look too cheap when it become a billion $ co like BionTek+Pfizer. I think it could jump like SNG based on any good rns same day jump to £1. of course it could go other way round , only for those who are ready to take the risk, high risk high reward

dyor

Need patience, share price won’t go up every day ! Don’t forget Pfc gone up around 30% in last few days, so short term investors taking profits ! Pfc is good medium long term play and in my view it will hit £3.50+ in next 6- 12 months

DYoR

Just got in at 22.25.... in case pull back will buy more
Just didn’t want to miss the boat
It could jump big time later if the day DYoR

I am sitting on a big loss, I need it to go to 8.5p to breakeven, I thought it will go bust, good to see it is rising. Hope this rise is on the back of solid news not on speculation

dyor

Whataess and Sea7,
I think It was oversold on the back of that news , shorter took full advantage. We all know PFC fundamental is strong, oil price is rising, PFC is getting new contracts and billions in the pipeline . Apart from SFO news, everything else is positive here, with very low debts, profitable co what else an investor can expect? To me, its blessing a in disguise, given us opportunity to buy at this price, still think anything below £1.30 is cheap. Just topped up more. My initial target £2, once we get more clarity on SFO and oil price stabilise between $65-$70,PFC could go anywhere between £4-£5.50+

dyor

sit tight and relax guys and let shorter burn or close...PFC is going steady

https://www.marketscreener.com/quote/stock/PETROFAC-LIMITED-4005555/news/Petrofac-forms-industry-alliance-to-maximise-recovery-of-North-Sea-reserves-32443526/

RR is not a small fish, it is capable of going 10x current sp, once it starts bringing its innovative new products! Short term it may struggle but it’s great ! Don’t forget it’s not just depends on civil airlines rather defence , nuclear power , submarines, as well as future technologies in this industry!

Great long term investment for me
DYoR

I would ask all LTH to read the RNs carefully, I don’t think it’s over and below statements carries a lot of weight!

It’s over for the short term trader who wanted a quick big return on fda update, some times it takes time. As long as your portfolio is well diversified, this drop won’t be matter. In my view it is still worth holding and eventually it will come good. If I can I will top up to average down and wait till end
DYoR

Art Deas, Chief Executive Officer, Avion Pharmaceuticals added: "Following continued positive dialogue with the FDA and with an agreed clinical and regulatory pathway over the next period, we look forward to moving Lupuzor™ ahead later this year."

camkitye,

I said value between £500m o £1bln, Investors always don't look at current market rather what revenue it will generate in next 10-15 years. Plus once Goldman Sachs valued $1bln when they provided quote for services which is a good indicator of future value. There are many co being valued billions while they don't have any revenue yet, it's all about future cash flows and future prospects.
As an investor I am looking at the higher end, even if we take Bellucura value a quarter of £500m still Tek cap value will be £21m which is higher than current Macap.

dyor

Pfc will fly once oil hits $70+ , so guys take your position and sit tight!
I will keep buy if it’s stay below £1.20
DYoR

https://mobile.reuters.com/article/amp/idUSKBN2A70IM?taid=6020297bc9fa87000190dc21&utm_campaign=trueAnthem%3A%20Trending%20Content&utm_medium=trueAnthem&utm_source=twitter&__twitter_impression=true

Where do you think RKH share price be if oil hits $70? Rkh 30% share of approx 500mbo, say npv $5 x 150m= $750m RKH Potential value, apply 50% risk factor still $350m convert to £ 240m approx; rkh min sp 50p

That’s my initial target
Dyor

https://mobile.reuters.com/article/amp/idUSKBN2A70IM?taid=6020297bc9fa87000190dc21&utm_campaign=trueAnthem%3A%20Trending%20Content&utm_medium=trueAnthem&utm_source=twitter&__twitter_impression=true

Yes, this us is the most conservative valuation, considering it S product has has over billion $ market and can be used for covid patients too, valuation could be any where from half billion to billion.

It’s a waiting game, I’m holding
, let’s see

RR priced in all bad news, factory closure should save cost and this is what RR needs now to get through challenging time and focus on its core business! As soon as covid situation improves and airlines starts flying RR share price will fly too! Considering vaccine being rolled out, we are in much better shape than last Year and RR sp will reflect that soon, my initial target price £1.50 in next 6 months
DYoR

What value should be Belluscura? once GS valued $1b, even if we take £500m with Tek 17% will be £85m that means tek share price at around 90p!

How about rest of the portfolio salruis, Lucyd, Guident? I think short term investors are failing to see value here , anyway I think Tek is great long term investment ! DYoR

Belluscura has 17 patents and pending applications covering their products. According to Global Market Insights, the medical portable O2 market is expected to grow from $1.6bn in 2018 to US $2.4bn by 2025 with a CAGR of 8%.¹

Below statement is encouraging will
Looking ahead, the Group currently has US$3.0 billion of secured revenue for 2021, comprising US$2.2 billion in E&C and US$0.8 billion in EPS. In addition, the Group has a pipeline of around US$42 billion of bids scheduled for award

What was Pfc share price when oil price hit lowest ? Now that oil price gone up 400% should this not be reflected in the sp? What has changed since then except sfo update which was already priced in . I will be keep buying at this price, my 12 months target price Is £3.50 .

Dyor

hold tight, MTPH got long way to go, only £27m mcap, just need a solid update will hit £100m which means share price £1.30.
Short terms there will be ups and down, it touched 25p while hit 90p too

dyor