This morning we were treated to good news from Omega Diagnostics* (ODX), who confirmed that they have resolved the manufacturing variability issues with Visitect CD4, their point-of-care test for assessing the levels of CD4 in the blood (which indicates when to start treatment for HIV). The firm said it has now made three pilot batches…
Disclosure: The author is long Yandex Summary Due to the crisis in the Ukraine and subsequent devaluation of the Russian Rouble, Yandex is quoting at $18; less than half of its all time-high of $44 in 2014. The company’s position in Russia remains strong with a 59% share of the Russian search market in Q1…
By Connor Campbell With Bwin.Party Digital Entertainment (BPTY) the belle of the takeover ball at the moment, it makes sense to investigate the company’s current standing, and whether or not it’s a gamble worth taking. Currently the bidding war appears to be between 888 Holdings (888) and GVC Holdings (GVC), the latter being backed by…
The Thomas Cook (TCG) results for the second half and full year to 31st March 2015 appeared this week. I observe that the share price reached a new high of just over 160p in advance of the figures, from which it has fallen – last seen – to 149.5p. It is a moot point as…
I have often sung the praises of set-top box manufacturer (and Cambridge silicon fen resident) Amino Technologies (AMO), and the recent takeover of Pace (PIC) by US telecoms firm Arris prompts me to revisit the investment case. Obviously, this is a sector where great change is prompting big players to look to M&A action in…
The first thing to report is that the SSE share price rose to 1,696p during the course of report day 20th May 2015; this is the highest the share price has been in five years. Consider it a nice capital gain with which to pay an energy bill that has not come down with the…
In the words of that great retailer Mr Grace of Grace Brothers Department Store, in the much loved BBC comedy “Are You Being Served”, Marks & Spencer (MKS) has done very well. As a long term bull of the M&S recovery story, I am pleased to note that Marks & Spencer shares over the last…
I’m a big fan of competition and the efficiencies and competitive pricing it brings. But a lot of what the Royal Mail does is what I would call a service. In fact, RM is a classic example: part commercial, part service. Transporting parcels is a business. Parcels are not an essential service, so it should…
Shareholders in Vectura* (VEC), of which I am one, should breathe easy following this morning’s results from the inhaled medicines specialist. Vectura has reported a maiden profit after tax of £3.7 million on the back of revenues up by 59% to £58 million. However, this is just the beginning, as Vectura is now a company…
In anticipation of the first quarter results from British American Tobacco (BATS), I use the hiatus to cast an eye over the last annual results from BAT in order to get some idea of what we should be looking for. I might add that we have a little time to wait, as I understand that…
