Menu
Close

Dr m discussion board


#1226

Yes, I noticed there was another broker upgrade since the recent Q3 results. According to SharePad there were 16 buy, 7 out perform and 8 holds, with no under perform or sells, as of 28/1/2019. I’m not sure how often those details are updated, but obviously the Q3 results have come in since then.

Unfortunately my entry timing into WATR was not good, however, I plan to be in for the long term so will ride this one out for the time being.

I am awaiting with interest the outcome from the New Drug Application (NDA) to the Food & Drug Administration (FDA) by MotifBio (MTFB) which is due by 13th February. However I fear this may be delayed by the recent government closures in the US.


#1227

@share_123_maiden, for EA recommendations are similar to what Nasdaq currently says.

Are you still holding ATVI?


#1228

Yes I am still holding ATVI, results due later today. I’m hoping the bad news is all factored in now. Broker consensus is similar to that of EA with 17 buy, 7 outperform, 8 hold and no under form or sell.


#1229

Big gap up for Cerillion CER (not to be confused with Carillion!) after the announcement of a large contract win this morning. Not sure if anyone else here holds that one.


#1230

ATVI share price continues to rise after results announcement.

Unfortunately the same cannot be said for MTFB which did not get a positive response from the FDA and will require another fund raise soon.
https://www.ii.co.uk/news/complete-response-letter-from-the-fda-rnsLSE20190214070007_13968786


#1231

I am looking at USA media http://www.statista.com/statistics/237769/value-of-the-us-entertainment-and-media-market/
Will be buying CBS seems to have potential in current market


#1232

@share_123_maiden, ATVI good rise but bit concerned as Bloomberg says games market is saturated. From article on Nasdaq ‘Activision Blizzard’s outlook for 2019 was lighter than expected, with the company saying it will not improve in-game monetization as quickly as it would like, and it has less new content to release than it should…’
Take a look at DOMO, PRSP, FIVN, LSCC


#1233

@mememe I agree that the performance is not as good as could have been hoped for going forward. However with the expansion of esports, which it is anticipated that will soon have larger audiences than live sports, it is an area I intend to remain invested in and this company is the biggest in the sector. I intend to hold this one for the long term as an investor rather than a trader.

Thanks for the other suggestions, I will take a further look.


#1234

@nonhebel11, how is your wife? I hope she continues to make progress after her accident.

I have a holding in Walt Disney (DIS), which I have had for a while. I read recently that it is starting its own streaming service which will have an impact on other players in this arena. It was thought that DIS will reduce the availability of titles from their enormous back catalogue to other companies, such as Netflix. It will be interesting to see how this plays out as the development of all new content is expensive.


#1235

Margaret is walking with a stick / with me behind her ready to catch her / grab her round the waist in case of problems. She has had 2 strokes in the past which have effected her recovery as she tires easily. The NHS have not provided physio for her hip problem since leaving the nursing home 5 weeks ago / her arm is being dealt with by the NHS separately no combined treatment!!! - fortunately our health insurance has covered her for 4 treatments because of the delay. I will probably continue privately for both problems as the private physio is v on the ball. It will save me time and effort going to the hospital.
we will claim back the expenses via our civil case against the driver. The police are delaying providing their report to our solicitors am waiting to hear their reasons. Will report problem to my MP who has been v helpful if they do not respond to my query regarding this.


#1236

HI share_123_maiden
What did you make of the MTFB massive fall , i took a mad gamble and doubled up holding that morning brought my average down but still under on it.
I did not recall it was one of Dr m s board favourites .
On a brighter note the Ft 100 is on a four month high @ 7236.
No news of Dr ?


#1237

@Ripley94

I was not surprised by the massive fall in MTFB, it was inevitable that there would be a huge fall if it was not approved at this stage. Unfortunately I did not have the courage to pile in when I saw it at just under 5p, which was a shame as it closed on Friday at over 10p.

There will now need to be a further fund raise, as I expect the FDA will require a much larger trial to confirm that there are not toxic effects on the kidney, as those are known to be encountered with Vancomycin, which is the current treatment of choice for ABSSSI. So unless the success rate is much better or the toxicity demonstratively improved (statistically significant difference in the number of side effects between Iclaprim and Vancomycin) it will be challenging to get any new drug to market.

The question here now really, is how much longer further trials will take. This will depend on what the FDA say they need to see and the company will not be meeting with the FDA for at least a month by the looks of things. It will also depend on how things go in the other trials that are currently ongoing or planned into other treatment areas such as hospital acquired bacterial pneumonia (HABP), including ventilator associated bacterial pneumonia (VABP).

The other possibility might be that MTFB gets taken over by an existing pharmaceutical company. Pharmaceutical companies in recent years have concentrated their research into more profitable areas, hence one of the reasons for the current crisis with antibiotic resistance. I think it is about 20 years since there was a totally new antibiotic, hence the fast-track approach being used now.

With regard to my own holding, I shall probably sell at a loss to offset some large gains made earlier in this financial year. I shall probably then re-purchase in the next tax year (avoiding the 30 day rule). I’m not sure how much information the company will give after their next meeting with the FDA because that might give us a better clue about timescales for another submission, so I may wait for some clarity on that.

This was always a two-way bet at this stage, the price would (hopefully) have soared if it had been approved. However, all is not lost as the application was obviously not rejected out of hand, so it all depends upon your investment time scale or timing your entries and exits if you are trading it. As always you should DYOR.

With regard to Dr M, he’s probably fine, but he is refusing to engage with me after our disagreements over Lloyds and Vodafone. I no longer have positions in either of these companies.

s123m


#1238

share_123_maiden
Thank you.
I was unaware of your disagreements with Dr M.
I hold Lloyds & Vod the first since before the crash .
Was put off adding more to VOD at recent prices mainly due to a poster last call who was very bearish and i thought him smart.
He was correct with hindsight but got another SOU very wrong .
Maybe no one knows nothing . ( except the city types who have an unfair advantage with inside knowledge of placings ect )
I wish i had stayed clear of AIM and was as cautious with my own choices as when i was advising my son and stuck to ones like LGEN , which i carefully chose when he said he did not want to lose any money .
LGEN another last call got wrong in December .


#1239

Dr m …
XXXXX
HI share_123_maiden
Has today’s Rns caused your views to change on this one ?
Have you noticed yours , mine and a majority of avatars against names have disappeared on this site ?


#1240

Hi Ripley94

No not really, so I sold my holding first thing this morning. Rather sad, having invested here back in 2017 and held ever since. I should have been content with my 20% gain before the rejection announcement then I wouldn’t be sitting on a 70% loss. However, it was not a large holding and was always going to be a bit of a gamble. I will watch from the sidelines now for the time being.

I saw your comment about how you wish you had steered clear of AIM, however I have made some of my largest gains from AIM shares. Take for example Advanced Medical Solutions which I have held (and still hold) since 2010 and bought at 42.5p, now trading at £2.98 and it pays a small dividend, I have banked some gains along the way. I could name a few more such as BOO, BUR, IQE on all of which I have made large gains. Just because it’s a large cap it doesn’t mean it is safe, think Carillion recently or the BP disaster.

Good luck with your investing and always DYOR and don’t rely on others.

s123m


#1241

Thank you again for reply share_123_maiden.
I was going to sell the 5.5 top up first thing but the spread was very large of course and it did pull back after , i think there was panic .
Thanks for advise i am a little suspicious of the avatars that can still be seen as i have had doubts about some of those names in the past ?


#1242

@Ripley94,

Avatars don’t seem to be working on my iPad but do appear on my laptop, don’t ask me why!


#1243

Thanks share_123_maiden
With me its no show on the laptop but a select few are showing making me suspicious .


#1244

HI share_123_maiden
Well Winnifrith has blogged you have to be "nutso to hold " so you might of been wise to sell yesterday early .
Oddly well up again today not sure if all these commentates manipulate these AIM share prices all the varies sites appear connected maybe by a group of friends .
Stockapedia owned by Ed Croft , its claimed Paul Scott works for him there all familiar names .
Good luck to you as well .


#1245

Hi @Ripley94,

I gave up with the shareprophets.com website a while ago when they started charging. I have never been a great fan of Tom Winnifrith, although he has spotted disasters in the past (e.g. Globo). He has however been ramping OptiBiotix for years, repeatedly saying the share price would soon be over £1, it’s still about 85p at the moment.

I do read Paul Scott/Graham Neary’s SCVR every day as they are both good at dissecting balance sheets and give good insights as to what to look out for in accounts. Neither of them offer share ‘tips’ but they do say which companies they have holdings in. This always appears very clearly in their reports so you can decide for yourself if you think they are biased.

Another one I quite often look at is the nakedtrader.co.uk, where he highlights recent purchases and sales and outlines his reasons for doing so. I attended one of his seminars in the past and it was very interesting. Again he says that he does not provide tips and his website update only appears fortnightly these days.

I would say that the commentators may influence PI’s with their reports and this is magnified because volumes are often very small on AIM, with some stocks not even having any trades on any one day.

I just find it interesting to look at and read about other people’s approaches, but I would not invest without doing my own research. Everyone’s circumstances are different and so you need to cut your cloth accordingly.