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Started: cgmcgm, 19 Sep 2023 22:25
Last post: JayTurlington, 28 Jun 2024 01:21
Very odd that. Good management team, strong programmes.
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.
Started: Gwebst, 15 May 2024 20:10
Last post: Gwebst, 15 May 2024 20:10
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
Started: oldbutnowisa, 27 Sep 2023 18:46
Last post: oldbutnowisa, 27 Sep 2023 18:46
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.
Started: JDF7, 12 Sep 2023 10:44
Last post: JDF7, 12 Sep 2023 10:44
SYNC is like a high-risk pharma portfolio that can be best held within a broader set of holdings.
Last post: nextdeal, 24 Apr 2023 16:23
have increased their position significantly from 5+% to 10+%.
Nd
Started: oldbutnowisa, 12 Feb 2023 10:46
Last post: oldbutnowisa, 12 Feb 2023 10:46
watching!
Last post: Troajan, 18 May 2022 16:44
Started: oldbutnowisa, 4 Apr 2022 10:14
Last post: oldbutnowisa, 4 Apr 2022 10:14
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.
Started: Fallingknife1, 8 Jan 2022 19:10
Last post: Fallingknife1, 8 Jan 2022 19:10
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.
Picked up more at 165 earlier today.
Last post: Fallingknife1, 18 Aug 2021 19:14
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.
Picked some of these up at 195 today.
Started: Fallingknife1, 19 Jul 2021 17:50
Last post: Fallingknife1, 19 Jul 2021 17:50
With an optimistic tone. Not moved the needle on a soggy market day but shows there is promise here even if it needs delivery.
Started: Fallingknife1, 16 Jun 2021 18:22
Last post: Fallingknife1, 16 Jun 2021 18:22
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?
Started: ARANDOM321, 7 Jun 2021 11:15
Last post: ARANDOM321, 7 Jun 2021 11:15
you'd be a fool to not get in on this now! Big things coming for syncona!
Started: Fallingknife1, 4 May 2021 15:45
Last post: Noise, 13 May 2021 10:50
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.
Started: Fallingknife1, 21 Apr 2021 11:55
Last post: Fallingknife1, 21 Apr 2021 11:55
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.
Started: RKBeekeeper, 31 Mar 2021 12:33
Last post: RKBeekeeper, 31 Mar 2021 12:33
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.
Started: RKBeekeeper, 31 Mar 2021 12:27
Last post: RKBeekeeper, 31 Mar 2021 12:27
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.
Nice move up today.
Started: saravima, 27 Sep 2019 20:32
Last post: Noise, 25 Oct 2019 11:32
No one single factor, but there are a couple in the background.
SYNC was/is trading at a slight premium to today's core valuation (201p ish), that means that until there's evidence of progression it is technically overvalued on a daily basic, however SYNC might be seen as a longer term play and a growth story, so the valuation sits within a wide band, probably 200-250p at the moment. Clinical trial data will help/hinder this depending on their content.
They had a 5 month delay earlier this year at their manufacturing site (its pretty ninja high-end stuff, no room for errors) and that didn't help.
Throw in Brexit and a high exposure to AUTOLUS, who discontinued one trial and had a technical short overhang related to Woodford having a high stake in Autolus, he had to clear out a huge amount of Autolus stock and that put downwards pressure on both stocks.
I believe the above issues have all now been sorting out - manufacturing is switched on and the trials seem to be progressing forward, plus Woodford is gone.
Check NAV. Currently around 201p/share. Maybe this is your answer? Last year's performance (NAV) isn't too much satisfactory either.
Any reason for the sudden price drop? I would have thought that the last two investments would have held if not increased the SP???
Started: johandesilva, 30 May 2019 12:20
Last post: Noise, 12 Jul 2019 14:22
Not tempted by buying US shares?
I kinda wish it was slightly easier, automated perhaps, to buy US shares without having to fill in the US tax form. OK it's mostly a mental barrier in my mind, but if it could automatically connect to my ISA details?
The answer was yes. The premium went quite low recently and now recovering to 7.23%. I was questioning the justification for a premium, but with no other way into the stocks on the portfolio then I remain in.
Please can someone help. Does the low NAV on their website include the £400m in cash?
Started: oldabutnowisa, 3 May 2019 17:14
Last post: oldabutnowisa, 3 May 2019 17:14
...I have sold out at last. Good luck to all who still hold.
Started: oldabutnowisa, 2 May 2019 18:53
Last post: oldabutnowisa, 2 May 2019 18:53
I do not like this chart, even though SYNC does not appear to be doing anything wrong. Today's sharp -8p to under 250p inclines me to say goodbye tomorrow if there is not a sharp move back.