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Is Biosensors a good buy? Post Reply Rate topic
jackjames Elite	28-Apr-2008 17:13        jackjames About Contact  Quote this Post!
x 0   x 0  Alert Admin	sell to me ! sell to me !
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dvdtsk Member	28-Apr-2008 16:53        dvdtsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	He talk too much!!! give too much info for shortist to short lor... Shortists are very happy everytime he give info...
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XiaoMaGe888 Senior	28-Apr-2008 16:46        XiaoMaGe888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Before US$40 million @0.75 After US$40 million  @0.715 This call LP counter
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dcang84 Veteran	28-Apr-2008 15:48        dcang84 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Beware of the twist and turns in this thread. But I've got to give them credit-when it comes to BS, they do it big time.
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bengster68 Master	28-Apr-2008 13:21        bengster68 About Contact  Quote this Post!
x 0   x 1  Alert Admin	A very important thing to watch now will be BIG's cash level positions. I feel this is a very crucial factor now to obtain better takover offers or to fund their own global expension program (if BIG remains independent). BIG need to load up a huge amount cash position at this stage of the company's development. US$100m cash position is too low and definitely not enough. However, i maintain that LEADERS trial result will be the most important factor for takeover. If BIG don't do well in this trial, then all takeover bets are off.
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bengster68 Master	28-Apr-2008 13:11        bengster68 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Historically, this stock will only move when the BBs goreng it. It is difficult to tell what the BBs' game plan is. Nobody will know. We also won't know if they are the equity portfolio fund management type of BBs that buy and hold due because they see good value in BIG or the trading type of BBs that pump and dump. As such, we don't know when this stock will be moved up. I have already decided to hold on all the way until 31/12/2008 for takeover to happen. If it doesn't happen, i will re-assess my positions in BIG. Don't want to miss a thing, esp when huge takeover premium will most likely be involved when it happen. 8 months only, very fast one lah.
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allright Senior	28-Apr-2008 12:27        allright About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bengster you said this stock will Chiong when we leats expect it. i agree. I noticed  many times it suddenly rushes up...so can I say..I LEAST EXPECT IT THIS AFTERNOON after lunch? ha ha ha   Just a joke..OK seriously ,I hear what you all are saying- BE PATIENT till  end 2008 but for some of us this is such a long way away...
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bengster68 Master	28-Apr-2008 10:41        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At least this company got some earnings now. US$40m cash divide by 5 years means can book in the US$8m profit for 1QFY2009. This stock will chiong when you least expect it and i believe only investors with lots of patients has the highest chance to grab the final $3 jackpot if it come true. My reasoning is very simple. If at 73.5cts now you don't dare to buy, if there are some more good news from BIG plus excellent LEADERS trial, this stock may chiong to $1.50 (with takeover market rumour going around) will you dare to buy? By then $1.50 is a high risk entry price level because the rumour could be real, or it could be another fake rumour spread by fund house traders to pump and dump. By then if you don't dare to buy at $1.50, what if the takeover offer really come in? But if you have bought it cheap like now, just sit back and wait. Rumour or not, i believe it will come at around end 2008. I ignore the market noise and believe in my own fundamental analysis. I know i will be in a very comfortable position to enjoy the takeover rumour share price chiong or the real takeover saga. I will hold all the way until i get my takeover jackpot. How much more can this stock drop from current 73cts price with CE approval, China JWMS subsidiary, top class NOBORI clinical results and US$40m cash profit? We cannot compared BIG now against their 60cts sub-prime crisis time. The fundamentals of BIG has improved tremendously. I feel the down side risk is very low at current price.
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AK_Francis Supreme	28-Apr-2008 09:32        AK_Francis About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Happy go lucky, cheers."
x 0   x 0  Alert Admin	BIG remains steady sian. Chia Yu loh.
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allright Senior	28-Apr-2008 09:19        allright About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks almosthere we are grateful to all of you especially Bengster for his very thorough and detailed analysis of the whole scenerio surrounding Biosensors. I am not a trader and am holding onto a small number of shares(but BIG to me). But like Easwind says..somehow in Singapore certain shares go up , which defies reasoning whilst others we have to wait patiently if we believe in it ...like I DO....
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AK_Francis Supreme	27-Apr-2008 23:02        AK_Francis About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Happy go lucky, cheers."
x 0   x 0  Alert Admin	Still a good buy loh.
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bengster68 Master	27-Apr-2008 21:39        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Taxus Liberte is the latest and best DES from the world's biggest DES player Boston Scientific (BSX). Taxus Liberte is not approved for sale in USA market yet. Biomatrix's clinical trial results can give us a gauge on BIG's potential on global markets. Even the best DES from the biggest global DES player in the world is like "Egg VS Rock" when compared against Biomatrix. It is just a matter of time before one of the DES big boys takeover BIG and i think end of 2008 will be it.
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AK_Francis Supreme	26-Apr-2008 16:33        AK_Francis About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Happy go lucky, cheers."
x 0   x 0  Alert Admin	Simply, just buy and hold leow, after digesting all the sifus' remarks. Your choice.
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bengster68 Master	26-Apr-2008 13:54        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	BIG should try to get more money out from licensing partner Terumo. With such beautiful set of clinical results, Terumo is set to make DES and delivery system one of their main profit contribution.
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bengster68 Master	26-Apr-2008 13:48        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Old news but see already still very shiok: I manage to find out more details of NOBORI 1 phase 2 trial against Taxus Liberte. At 9 months, Biomatrix (a.k.a NOBORI) restenosis rate is only 0.7% Vs Taxus Liberte's 5.4%. BIG's announcement on 29/10/07 did not include this data. Among all the DESs available, Biomatrix has the best proven efficacy to prevent restenosis, the precise reason why DES is being used instead of BMS. Also, late-loss is 0.11mm VS 0.32mm. Biomatrix's 0.11mm is within the optimal range of late-loss of between 0.10mm to 0.20mm. Thrombosis rate is 0% VS 4.4%. This is the dreaded blood clot problem plaguing DES industry and causing declining DES sales globally. Biomatrix has zero blood clots from early stage (below 6 months) to late stage (after 6 months) and this revolutionary DES is the answer to solve all the problems faced by current BMSs and DESs. Its truly the new benchmark performance for future DES. Absolutely no other DES can come close to Biomatrix's performance. We should be proud of what this Singapore company has achieved against top global competitors.
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bengster68 Master	26-Apr-2008 00:28        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Centaur Senior Posted: 25-Apr-2008 12:01 x 0 x 0 Hi Bengster, thanks for the insightful info. Just wondering, if BIG wanna shows they are serious in matching up with the big guys, they could try to raise cash thru bank loans, right issues or convertible bonds. In that case, they will still get the 'royalties' while showing that they can become potential powerhouse, no?   Banks most likely are not willing to lend to small biotech companies unless they can come out with some good collaterals. Unless if your are an established MNC, banks can lend to you with no collateral. I don't think BIG has any form of significant bank borrowings if you look thru their Balance Sheet. I think rights issues now may further depress BIG's share price at this moment. Convertible bonds/ loan stock is a form of debt which BIG already has (US$45m) and this option may not be good. To obtain loans is basically increasing debt and doesn't make BIG's Balance Sheet look good. It has got to be solid hard cash as liquid asset and low debt. The big boys know how to study BIG's balance sheet also and no point if you have high cash level but high debt level as well. BIG has to think of a way how to solve this issue quickly. Get more cash assets. Another method i can think of to make use of China JWMS. Immediately after sales completion of the second 50% share swap deal, BIG has full control of china JWMS. BIG can get an global investment banker as adviser and announce listing plans for JWMS to be listed in, say HKSE, in year 2009. I believe in 2009 China JWMS subsidiary can make a net profit of US$40m. If they price it at a forward PE of 25 times, this subsidiary can obtain a valuation of US$1B. Sell off 25% of JWMS to public (10% parent company vendor sale, 15% new share issue). If this listing is done, BIG will have additional US$100m cash via vendor share sales to public investors. The other US$150m cash goes into China JWMS as working capital via JWMS new share issue. If BIG can pull off this deal, the big boys will know that in 2009 BIG will have an extra US$100m cash asset coming in as ammunition war chest. This also can give the big boys an impression that BIG originally wants to remain independent and go global by themselves so BIG is not dying for your takeover offers. If they do offer, the offer must be very very good for BIG to consider. This subsidiary listing technique can be employed to put BIG into a better financial position so BIG can ask for a better takeover price when the big boys are interested in takeover BIG.
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eastwest Member	25-Apr-2008 22:01        eastwest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank everyone for their astute contributions. I think the problem for many of us (me included) is that we tend to be very myopic.  We expect the share price to cheong every time there is some good news.  But if you look at it objectively: a.   the singapore market is a casino.   No chng kay means stock wont go up! b.   BIG is not yet making profits.  If you believe (like I strongly do), that this is a gem, dont be impatient.  That day will come.
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almostthere Member	25-Apr-2008 16:52        almostthere About Contact  Quote this Post!
x 0   x 0  Alert Admin	Greetings Allright.  I have been travelling quite a bit and also the market is such that it is not worth watching unless you are a trader.  I am a longer term investor.  Bengster is the best but valuation is a dynamic process with many many variables in considerations.  It also depend on who think they can make the better influence that may nor may not impact on the share price.  I agree with Brother Bengster that potentially Biosensor can worth that much more than the $2.20 I am happy to accept today.  But still a bird in hand is still better for me, if it happens.  I was tracking news information and thought to share this quoted from Mr. Bill Gate in a big picture scenario.  He was quoted to say that the American population represents about 5% of World population and maybe or perhaps, American influence should also be limited to that 5%.  What will the world be like then?  I wonder.  What might be Biosensor ability to influence in the big boy scenario and what about up and coming newer technology that is coming on stream.  Just sharing guys and have a great weekend.  Cheers
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allright Senior	25-Apr-2008 15:58        allright About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cant see the cartoon either. Thanks Bengster  for the analysis.  Hi Almosthere was wondering why you haven't posted for such a long time.You have been very insightful in the past.Your joke  KKK- thats a good one.
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bengster68 Master	25-Apr-2008 14:12        bengster68 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This company was started in 1980s by LYC. So it is important we analyse a bit on this guy also. I heard he sold his previous company in USA long time ago for a very good profit before started BIG. Since he has sold his previous company for a very good price before, he may do it also this time with BIG. I think he knows exactly how to do it again with BIG to get the best offer and should be working on it intensively now. Im not suggesting he has very strong desires to sell-out BIG shares and retire in Hawaii but would it be nice option also if someone can offer say $3.30!!!???? Very tempting........Lau Chwee Nuah man  .......... !!!!!  In many media articles and interviews, LYC said that BIG has to be able to stand on their own feet and never depend on takeover possiblities to run their business. I think this view is definitely correct and very prudent. The target is to eventually become a global DES player. But if halfway through an offer came along and the offer is so good that it is hard to reject, why not? Forget about anything below $3, i think this guy will not sell. Some of my friends met him before at some meetings/conferences and he spoke of valuations of companies and valuation of certain milestone achievement like he is the DES industry valuation guru. So i think he clearly knows how much BIG is really worth. I can guarantee you if someone give him a $2.20 offer now (3 times the price of current share price now), LYC and his key shareholders will not sell. I think LYC knows very clearly how much BIG can fetch at takeover and how to make the big boys give him the offer he wants. Recently, LYC took a backseat and let a new CEO run the show while he remains as the Chairman. I believe LYC is letting a professional ang moh CEO to run the business operations of expanding BIG's business by deeper peneration into Asia and CE markets. After off-loading this huge CEO job burden, i think LYC can fully focus on how to get the best takeover offer when they start coming. I believe he should be doing very startegic planning on this area. It takes a lot of skills to do this highest level job and the best person to do this job is the person that has the biggest stake in this company. Although i believe this company will eventually worth more than $3 per share a few years later if it remains independent, but a good takeover offer will be the fastest way to riches for us as shareholders(minus away all sorts of future business uncertainties). So preparing BIG for a good takeover price should be the most important "job position" in BIG now.
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