Discover and read the best of Twitter Threads about #HZD

Most recents (5)

GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
Horizon Discovery #HZD report today. Two ways to read the following:

One is ok, it's just revenue timing and yes there are operational synergies.

The other is that previous bragging rings hollow, they're trying to mask revenue declines and Bioproduction is going to be sold Image
Maybe it does take 10 weeks, maybe it doesn't. Maybe the orders came in too late and you really can't recognise the revenue. I don't know - but from the previous interims and FY report, you'd be forgiven for a little disappointment. Image
This is the new business arrangement from last year.

Diagnostics (applied product / yellow / right hand side of big line down the middle) suddenly has undiscovered operational synergies with research - that it also has a smaller revenue decline than RP is purely incidental. Image
Read 3 tweets
Big, big news from Horizon Discovery #HZD - the UK market is fast asleep on this one; the American market won't be
Horizon competitor $BEAM going public any day now at a valuation of ~$600M or around 37,500x LTM sales of 12 grand
Read 3 tweets
I've written on Horizon Discovery #HZD before. I think this company may soon turn the corner into real operating leverage, then profitability.

Shares are dragging along the bottom and it's somewhere between 3-4x sales. If I'm right, this could be very cheap later on.

Briefly the story so far.

#HZD is a life sciences company. Here is how they describe themselves:

"Global leader in the application of gene editing and gene modulation technologies"

These things sell expensive and they rebuffed a bid from Abcam in 2018.

Woodford had a stake in #HZD.

He's now gone. His holding - and more - was picked up by Valueact, who just got Merlin Ent's in the UK sold into the Lego family.

Valueact have repeatedly raised their holding, so it's not just me that sees something here.

Read 18 tweets
This is a little bit of a stretch but bear with me. One for fans of #BVXP, #HZD, #ABCAM and perhaps even Phil Fisher.

First, keep in mind these words from the #BVXP Bioventix FY18 report: Image
Set them against this from #FAB Fusion Antibodies' HY18 report today: Image
With FY17 results, Fusion was cut in half by guiding the disappearance of a fair whack of revenue. HY18 today shows it. They today guide to "modest" 18-19 growth.

Along with that revenue warning, news that a key customer collaboration agreement may not be renewed. Image
Read 10 tweets

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