PIP008 UK Share Review of Bioventix and The Incredible Profitability of Diagnostic Antibodies
Release Date: 01/28/2023
VTP005 Inflation Figures, UK Small-Caps News, Commodity Producers & Value vs. Quality
Private Investor's Podcasts
Bruce Packard and Mark Simpson discuss two of our most recent additions to our portfolios. UK inflation figures and whether the corresponding market moves are logical or not. We touch on house-builders and building product suppliers. How much investors should pay for quality companies such as Games Workshop? Other key topics: Companies discussed include Reach (RCH), Games Workshop (GAW), Anglo-Eastern Plantations (AEP), M.P.Evans (MPE), National World (NWOR) and many more. A robust debate on how investors should apply their own adjustments to financial figures using REACH as an example. How...
info_outline
IRT002 Round Table Discussing Asset Allocation, Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC)
Private Investor's Podcasts
This time on The Investors Round Table Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard discuss asset allocation and the investment potential of Ocean Wilsons (OCN), Tristel (TSTL) & Arcontech (ARC). A healthy four-way debate about the shares they own, their portfolios, and the markets. //SUPPORT US// Join private investors Mark Simpson, Bruce Packard, Roland Head and Maynard Paton as they discuss their shares, portfolios, and the markets in a mix of healthy debates, lively conversations and in-depth discussions. And submit your questions for the hosts to answer! The link...
info_outline
PIP013 Maynard & Roland Analyse IntegraFin, AJ Bell & Hargreaves Lansdown, But Which Is The Best Buy?
Private Investor's Podcasts
This time Maynard Paton and Roland Head discuss the investment potential of investment platforms IntegraFin (IHP), AJ Bell(AJB) and Hargreaves Lansdown (HL), but which one? IntegraFin (IHP) is an investment platform like Hargreaves Lansdown (HL) and AJ Bell (AJB) but for financial advisers only. IntegraFin was founded in 1999 and is an FTSE 250 company with a co-founder still on the board who is still a significant shareholder. During this podcast, Maynard and Roland discuss IntegraFin and its reoccurring revenue from management and platform fees comparing them to AJ Bell and Hargreaves...
info_outline
VTP004 Mark & Bruce Discuss UK Small-Caps, Artificial Intelligence Mania, Using Stop Losses & Investor Red Flags
Private Investor's Podcasts
Bruce Packard and Mark Simpson discuss artificial intelligence, UK small-caps DX Group (DX), Bruce’s recent purchases of Frontier Developments (FDEV) and the most recent addition to Mark’s portfolio Paypoint (PAY). Other key topics: How to potentially play the artificial intelligence mania. Attending Mello and listening to Lord Lee present. Paypoint (PAY), DX Group (DX) Frontier Developments (FDEV). When is the right time to use stop losses? Broker forecasts and investor red flags to watch out for. Private equity IPOs. Timestamps: 1:15 discussing the AI mania, AI applications...
info_outline
IRT001 Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson & Bruce Packard.
Private Investor's Podcasts
Welcome to the first episode of The Investor’s Round Table Podcast with Maynard Paton, Roland Head, Mark Simpson, and Bruce Packard. A healthy four-way debate about the shares we own, our portfolios, and the markets. In our first episode, we discuss the UK housing market and the investment potential of Bellway (BHT) vs a sector ETF. Is wiring specialist Luceco (LUCE) a deep value play or a quality buffet-style compounder and whether fashion retailer Superdry (SDRY) will succeed with its turnaround strategy? We finish off with an interesting discussion on how many stocks we own and the...
info_outline
PIP012 Maynard & Roland Discuss UK Housing Market Behemoth Bellway; Are Bellway Shares a Good Buy?
Private Investor's Podcasts
This time Maynard Paton and Roland Head discuss UK housing market behemoth Bellway (BWY) and whether Bellway shares are a good buy right now. Bellway is a UK residential property developer founded in 1946 and is listed on the FTSE 250 Index. Roland has recently purchased Bellway shares at £17.00. Roland shares in detail the reasoning why he bought Bellway covering the long track record of the dividends, the 6% yield annualized, no debt with cash in the bank, and the outlook for the UK housing market. As always, Maynard forensically examines the annual reports, and the financials and even...
info_outline
PIP011 Maynard & Roland Discuss a Cash Rich, No Debt Family Run Business, Which Has Increased Dividends for 45 Years
Private Investor's Podcasts
This time Maynard Paton and Roland Head discuss UK small-cap James Halstead (JHD), which is a family-run business with no debt, is cash-rich and has increased dividends for 45 years straight. As with any company, nothing is perfect and there are concerns that Maynard and Roland discuss during this excellent breakdown of James Halstead and the investment potential of vinyl floor coverings. Timestamps: 1:00 Discussing what James Halstead does. 3:30 Admiration from Maynard, Roland, and Lord Lee. 4:30 Discussing the global reach of James Halstead. 5:45 Discussing the concerns of the low...
info_outline
VTP003 Mark & Bruce Discuss UK Small to Mid-Caps, Inflation & Fully Invested vs Cash
Private Investor's Podcasts
Bruce Packard and Mark Simpson discuss a hand full of UK small to mid-cap companies including a recent addition to Bruce’s portfolio; Hargreaves Lansdown (HL). Bruce and Mark also discuss the investment potential of Abrdn (ABDN), iEnergizer (IBPO), Kape Technologies (KAPE), Quarto Group (QRT) and Superdry (SDRY). Other key topics: Whether it’s better to be in cash or fully invested? When will inflation peak and the surge in demand for money market funds? Terry Smith's banned words and phrases. Discussing placings and right issues; are they buying opportunities or something to avoid?...
info_outline
VTP002 Mark & Bruce Discuss The Computer Gaming Industry, TP ICAP, Investment Research and Share Insights
Private Investor's Podcasts
Mark Simpson and Bruce Packard discuss one of the stand-out companies for Mark last year, TP ICAP (TCAP), whether the computer gaming industry is a value play or value trap covering Team 17 (TM17) and Tiny Build (TBLD). Are companies trading at cash or just below good companies to buy right now? Mark shares the latest addition to his stock portfolio Luceco (LUCE) who are designers, suppliers & manufacturers of high-quality and efficient LED lighting. How much research do Mark and Bruce carry out on companies including the metrics they look for as a quality and a deep value investor? Weaved...
info_outline
VTP001 Mark & Bruce Discuss The Banking Crisis, SVB, Sylvania Platinum, Arcontech, Portfolio Management & Share Tips
Private Investor's Podcasts
Welcome to the first episode of The Value Trapped Podcast, the podcast where private investors Bruce Packard and Mark Simpson discuss the UK small to mid-cap share market, including shares they own as well as shares they probably shouldn’t own. Weaved into the conversation will be insightful nuggets of information on portfolio management, stock analysis and the macro landscape for the UK share market. Mark Simpson has been investing in individual stocks since 2003. Over the last decade, Mark has generated a 19% compound annual return following a Value methodology vs an FTSE All-Share Total...
info_outlineThis time Maynard Paton and Roland Head discuss the investment potential of Bioventix (BVXP) and diagnostic antibodies.
Both Maynard and Roland hold AIM-listed Bioventix with Maynard's 2016 purchase of Bioventix at £11 and the shares now representing 12% of his portfolio. Roland later in 2021.
Maynard and Roland break down this incredibly profitable company which has operating margins of over 70% and has maintained those margins for over five years.
They discuss the recent AGM attended by Maynard, how Bioventix generates cash, future pipeline, the financials, dividends and current risks to the value and share price of this AIM-listed UK company, Bioventix.
- Maynard's 2016 purchase of Bioventix at £11 and the shares now representing 12% of my portfolio.
- Roland buying Bioventix at £36 during 2021.
- What antibodies are, how they work within blood tests and Bioventix’s range of diagnostic antibodies.
- Bioventix’s financial track record and how antibody royalties support incredible margins.
- Bioventix’s laboratory, customers and industry competition.
- How successful diagnostic antibodies can earn royalties for more than 20 years.
- An example of a new diagnostic antibody dislodging an established diagnostic antibody.
- Bioventix’s lack of visibility on what hospitals pay for blood tests, the volumes of antibodies being used and what customers use antibodies for.
- Bioventix’s superb dividend record.
- AGM protest votes and boardroom diversity.
- Industrial pollution R&D, barbecued sausages and a low spreadsheet value.
- Alzheimer’s R&D and a new treatment for the disease.
- The academic publication covering antibody test results at the University of Gothenburg.
- The potential income from Alzheimer’s testing being a “2030s thing“.
- Bioventix’s investments, further Alzheimer’s research and future growth rates.
- The dependence on vitamin D testing and other shareholder risks.
- How the £40 shares appear on a dividend basis and possible future returns.
- Reasons to sell Bioventix and concluding thoughts.
Hope you enjoy it and have a wonderful day.
Maynard & Roland.
If you like the episode, please subscribe for future company reviews.
Maynard & Roland Resources:
Follow Maynard on Twitter: https://twitter.com/maynardpaton
Follow Roland on Twitter: https://twitter.com/rolandhead
Visit Maynard’s Quality UK Investment website here https://maynardpaton.com/
Visit Roland’s Dividends Investing website here: https://www.rolandhead.com/
Visit Fund Your Retirement: https://www.fundyourretirement.com/