Discover and read the best of Twitter Threads about #bvxp

Most recents (6)

A small £90M UK company has today reported a 42% increase in revenue and 2 or so hours in, it has done a grand total of £15,000 in volume - it hasn't even doubled this year's ADVFN post count from one post to two. Image
It's a weird little pan-European exchange called Aquis that makes its money in quite a novel way and as you can see, after some brief enthusiasm it has been down all the way.

They also own NEX exchange, where the tiniest shitcos come to be born, including once upon a time, #BVXP Image
Here are the two intriguing parts: today they reported their market share of all pan-European trading rose to 4.51% from 3.56% in 1H19 and on the surface, their results appear to show some leverage as they begin to scale up. Image
Read 5 tweets
2020 weekly close thread for PFAS.

Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...

No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)

Now 8% cash which I plan to deploy next week

Good w/e all
PFAS down 0.44% weekly (-0.61% YTD). 12 up, 12 down, 2 unch
🐶 #ULS

Divis #GAW #GSK

Have a great w/e folks 🍻🥂⚽️
PFAS up 1.1% weekly (+0.48% YTD). 18 up, 7 down, 2 unch


Sold a slither of #GAW & #SPSY to fund an experimental position in #EMQQ

Have a great w/e folks 🍻🥂⚽️
Read 57 tweets
Bioventix #BVXP and Arcontech #ARC

1% to 2% and 1% to ~0% respectively Image
Drawn out sales cycles are one feature of the Arcontech #ARC business but here is another: increases operating margins from 32% to 37% despite a depreciation charge almost 9x higher and with cash required for investment running to about the cost of a 10 year old Mercedes.
Tracsis #TRCS update today and it's beyond a stretch to say they're in the BVXP / ARC club but for a few years in the early 2010s when rail tech was the entire company, it wasn't too far off.

These figures are from 12/13 but from 2008-10 their capex was £3000, £6000 and £9000 Image
Read 3 tweets
Gresham House #GHE is a little complicated but a very promising incidental is that it has 3 posts on ADVFN this year and 15 last year.

H/T to @CharltonIlling1 for this one
Second and finally: Gamma Communications #GAMA - 0 and 11

Via the filings of Wasatch Advisors, owners of Bioventix #BVXP and Abcam #ABC
Strikes me as fairly significant for #GHE Gresham House.…
Read 5 tweets
I think folks may be getting a little too much religion over #BVXP

£35 a share? You're paying too much.

Great company but have some of mine, I'll buy them back later when it inevitably drops. Image
And again..

This time for Medica #MGP where there's a bit more GARP and slightly less starch in the price.
These results from Medica #MGP are good. This company could quite legitimately market itself as an asset-light B2C digital marketplace disruptor with a TAM in the billions, whilst eating the lunch of old-economy dinosaurs - apart from the fact it turns about 25% of revs into FCF
Read 3 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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