Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
To deliver superior long-term capital appreciation from investments in life science businesses, leading long-only and alternative investment funds and managed accounts across multiple asset classes.
Find out MoreLondon South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Anyone know why the price has took a tumble lately? I can't see anything online.
Clinical data looks promising. No reaction from the market as yet
This is still a great proposition but in this rotten market one has to be careful about timing.
I have just reduced my p/f by about 12% to hold in cash for now. I am certainly not a buyer here at over a quid. Will watch and might dip a toe in at what I think is an interesting time and price.
A 55 million write-off seems to have reduced the company value by at least double that. The discount to NAV suggests more bad news is expected - but in this business there are bound to be losers as well as winners.
SYNC is like a high-risk pharma portfolio that can be best held within a broader set of holdings.
have increased their position significantly from 5+% to 10+%.
Nd
watching!
I made a few bucks on these earlier on and have now started to watch again. They have become thoroughly UNfashionable after starting life as polar opposite. Pay no dividend at all now just when most folk are desperately needing dividends to live on, and are biotechs just when biotechs have gone out of fashion. At 150p they might be a tuckaway! But DYOR please.
And doubled down after being recommended by Questor. The 600m just received is almost half Mcap it says. Think the company is very undervalued myself.
Nice to see a good rise following a very profitable sale. Still down on these but the company seems to be delivering what it set out to do so I will hang on.
Me too Den but I won't be averaging down again until/if it reaches 150p. I agree with the company there is a good pipeline in the next 12 to 24 months. I think.my average is 214p so down 10% already. The speed at which this has fallen from 246p is worrying.
With an optimistic tone. Not moved the needle on a soggy market day but shows there is promise here even if it needs delivery.
So what do we expect? Sync looks undervalued at this price so I picked up more today. I hope 245p is a more correct valuation. I am hoping that in addition to the gyroscope potential underlying earnings are solid. Thoughts anyone?
you'd be a fool to not get in on this now! Big things coming for syncona!
Very interesting RNS yesterday. I am not sure I fully understand it, but is this early stage treatment? (not final with seriously ill patients?)
and useful correction of SYNC's gyroscope holding value. I am hoping SYNC'S value is still understated at this level. Going to keep adding at this level.
today. I like the drop from the highs and fairly decent portfolio. I like the director buys of 53,000 in total less than a year ago albeit at 221p. Down 12% in 3 months but no idea of course if this is the bottom.
I dislike its underperforming of its index on a consistent basis, directors sells not much higher up and that there is more hope than certainty in the share. I will build a position when I am clearer on its direction of travel.
Why I am invested in Syncona
I began buying Syncona last week after doing extensive research and only when I had the indicative pricing of the IPO of one of our investments in Achilles Therapeutics plc.
When Achilles IPO this afternoon in America, Syncona will have about 27% of a company that at their IPO indicative price of $18 will be worth £127.8 million (11,086,909 shares @ $18 = $199,564,362) Our increase in book value of Achilles will be about £50.6 million and they indicate an increase in value for us of about 7.5p.
I am only now investing in top 350 companies, ideally ones that are good dividend payers and / or ones that have protentional capital growth.
In my opinion Syncona is undervalued and eventually the Market will discover what I have.
RKB
PS I have re-posted this as it is not showing on laptop or iPhone, no doubt when I do it will appear twice.
Why I am invested in Syncona
I began buying Syncona last week after doing extensive research and only when I had the indicative pricing of the IPO of one of our investments in Achilles Therapeutics plc.
When Achilles IPO this afternoon in America, Syncona will have about 27% of a company that at their IPO indicative price of $18 will be worth £127.8 million (11,086,909 shares @ $18 = $199,564,362) Our increase in book value of Achilles will be about £50.6 million and they indicate an increase in value for us of about 7.5p.
I am only now investing in top 350 companies, ideally ones that are good dividend payers and / or ones that have protentional capital growth.
In my opinion Syncona is undervalued and eventually the Market will discover what I have.
RKB
Why investors cannot resist immunotherapy
https://www.ft.com/content/a2a29566-7a44-4522-937e-44c5f72f15d9
More Autolus presentations on their website. Nice
Some pleasing recent results.
Am very happy with Autolus recent results, the closed process seems to be working very well.