Oxford Biomedica (OXB)

[BobGe]

A slow train but a bit of newsflow starting to come through on OXB.
http://www.investegate.co.uk/Index.aspx ... &words=OXB
Could be starting to make some headway, maybe, perhaps...
Prelims here:
http://www.investegate.co.uk/oxford-bio ... 00086201Z/
Downside: some high interest costs. A decent s/p rise might help them to be in a position to get rid. Last raising a bit incestuous.
Decent 'quiet' thread on OXB over on the dark side.
Not without risk! DYOR. Comment welcomed.

[BobGe]

Recent short (4mins) 'webcast' interview with the CEO:
https://www.youtube.com/watch?v=4MxH3X9 ... e=youtu.be

Covers things fairly succinctly, AFAIAA.

[BobGe]

And a second one published yesterday:
https://www.youtube.com/watch?v=ZxPssFDfmgQ

[BobGe]

On the move in the last couple of days.
News expectations first half of July.
https://markets.ft.com/data/equities/te ... E&mhq5j=e3
https://www.ft.com/content/da8b7f64-56a ... fa4c1f83d2
I.C. had it as a sell. What more could you want?
DYOR.

[UncleEbenezer]

On the move in the last couple of days.
News expectations first half of July.

That's a huge uptick! And some big trades. What did they know?
Aha, big blue-chip contract announced today. Looks like someone was trading on inside information there.

Congratulations on calling it three months ago.

[BobGe]

Looks like someone was trading on inside information there.

I would doubt that. Plenty of info. was in the public domain. The (somewhat unexpected) jump followed articles appearing in the mainstream press last weekend / Monday.
Volume actually not that large, 3bn shares in issue!
(AIUI, updated I.C. still has it as a sell.)

[BobGe]

If there's anyone interested who might like to take a look, OXB is up around 19% today at the time of posting having put on quite a bit over the past year (note the 1:50 consolidation in case you should think that an understatement!). Pipeline appears good - should have further to go.

6 June 2018 | 08:40am
StockMarketWire.com - Peel Hunt today reaffirms its buy investment rating on Oxford BioMedica PLC [LON:OXB] and raised its price target to 1010p (from 780p).

Just to bring this thread up to date a bit...
Todays News:
06 Jun 2018
https://www.investegate.co.uk/oxford-bi ... 00074166Q/

There's a March 2018 Hardman reseach note available here:
http://hardmanandco.com/docs/default-so ... demand.pdf
(Yes, it's a 'paid for' note, but no one else covers OXB yet AFAIAA.)

Some history:
07 Jun 2017
https://www.investegate.co.uk/oxford-bi ... 00039230K/
30 Aug 2017
https://www.investegate.co.uk/oxford-bi ... 34543475P/
31 Oct 2017
https://www.investegate.co.uk/oxford-bi ... 01071521V/
06 Nov 2017
https://www.investegate.co.uk/oxford-bi ... 37416267V/
17 Jan 2018
https://www.investegate.co.uk/oxford-bi ... 00030627C/
23 Jan 2018
https://www.investegate.co.uk/oxford-bi ... 45026474C/
09 Mar 2018
https://www.investegate.co.uk/oxford-bi ... 42493180H/
26 Apr 2018
https://www.investegate.co.uk/oxford-bi ... 30011422M/
02 May 2018
https://www.investegate.co.uk/oxford-bi ... 00148213M/
04 May 2018
https://www.investegate.co.uk/oxford-bi ... 00071047N/

[BobGe]

Quiet 'round here innit? Y'all busy picking up the stock?

Presentation: http://www.oxfordbiomedica.co.uk/system ... _Final.pdf
Webcast: http://www.oxfordbiomedica.co.uk/system ... 539OXB.mp3
Edison note: https://www.edisoninvestmentresearch.co ... 1307&LANG=