Member Info for tacly

Interesting. thanks for sharing the info Davey. Looking at the conferences/presentations, 1 is online, 1 is in New York, 1 is in London and 4 are in Asia. Its a good sight that the company is doing more to market itself in Asia. Judging by the non-reaction of London AIM and Nasdaq to the surufatinib NDA news today, a listing in HK/Shanghai is both necessary and inevitable.

Agree. A listing in HK/Shanghai will also be a useful hedge against the unstable Trump's threat of decoupling.

According to HK Stock exchange website, HCM's application to list in Hong Kong has lapsed. I couldn't find any RNS from the company about their future plan for the HK listing.

I would add to Davey's list of Headwinds:

7. Erratic behaviour of the majority shareholder CKHH.

Although CKHH have voluntarily put themselves in a straitjacket for now, their past behaviour of self-harm (not just recently, but going back to the Nasdaq ADR) is a major risk to the shareholders of HCM.

I was re-reading the article https://www.standard.co.uk/business/hutchison-china-meditech-looks-like-a-healthy-bet-in-its-major-drugs-push-a4152891.html , dated 28 May 2019 when the share price was £42 (or £4.20 - the good old day). I couldn't find anything negative that was done by HCM since May 2019. Everything that have affected the share price seem to have been external - ranging from CKHH self-harm, US-China trade war to HK riot, Donald Trump brainless big mouth and Sterling Pounds Brexit fluctuations.

HCM was founded in year 2000, nearly 20 years ago. China today is vastly different from then. The Shanghai Stock Exchange is now the 4th biggest in the world in term of market cap, bigger than Hong Kong and London. Given that HCM is predominantly a Chinese company with its majority revenue from China, and that Medicine is one of the key industries of the Made in China 2025 initiatives, HCM should seriously think about a listing on the Shanghai Stock Exchange as mitigation against Headwinds 1, 2, 4, 5 and may be 6 as well.

Hmm... that link is from a company that recommended a certain woody fund....

Just bought some @ 221.70. If Brexit happens this can easily be sub £2. If Brexit is delayed or a deal is made this can easily jump 20%. The performance of a well run company with good dividend is completely ignored. Just my 2 cents opinion.

Agree with all the posts here. I am only reiterating the obvious, which is only invest with the money you can afford to lose or lock away for a long time. Remember the saying "The market can remain irrational longer than you can remain solvent."

The Queen is correct: "Our politicians can’t govern".

Too much uncertainties at the moment. Will Morgan Stanley be able to disposed of all the shares? Will the over-allotment option be exercised? Will the HK listing be a further dilution? Will the 2019 Half-Year Financial Result next week be a good one? Will HHHL, which now has a track record of disposing it holing at 20% discount, be making further disposal?

Can't wait for some positive news from the pipeline!

Why so few of the directors of VOF have skin in the game?

Last time this happened was during the Nasdaq IPO. Took over 12 months for the price to recover.