Biotage AB- die Tage des Underdog sind vorbei

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eröffnet am: 11.07.13 09:35 von: AJ7777777 Anzahl Beiträge: 11
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11.07.13 09:35

1025 Postings, 4901 Tage AJ7777777Biotage AB- die Tage des Underdog sind vorbei

Ich möchte Euch heute ein sehr interessantes schwedisches Unternehmen vorstellen:

Biotage offers solutions, knowledge and experience in the areas of analytical chemistry, medicinal chemistry, separation and purification. The customers include pharmaceutical and biotech companies, companies within the food industry and leading academic institutes. The company is headquartered in Uppsala and has offices in the US, UK, China and Japan. Biotage has approx. 290 employees and had sales of 463 MSEK in 2012. Biotage is listed on the NASDAQ OMX Nordic Stockholm stock exchange. Website:

Die Aktie wird hauptsächlich an der Stockholmer Börse gehandelt:

Warum ich diese Aktie für interessant erachte?

+ vernünftige (steigende) Dividendenzahlungen
+ Insiderkauf im Juni (von ca. 1 Mio Euro)
+ charttechnisch sehr interessanter Aufwärtstrend
+ Aktienrückkauf in den letzten Monaten abgeschlossen
+ in schwedischen Foren munkelt man seit März von einer Übernahme von Biotage

Angehängte Grafik:

11.07.13 09:57

1025 Postings, 4901 Tage AJ7777777Der angegebene Insiderkauf

Insidername: Walldov, Anders
Insiderposition: Aufsichtsrat/Großaktionär
Handelsdatum: 13.Juni 2013
Kaufvolumen: 1,009 Mio. Euro
Zusatz: Schweden, Preis wurde geschätzt
Anzahl der gekauften Aktien: 1.000.000
Durchschnittlicher Kaufpreis: 1,01 Euro
Aktueller Kurs vs. Kaufkurs: +3.29%


24.07.13 08:56

1025 Postings, 4901 Tage AJ7777777Q2 Bericht

Am 15. August 2013 gibt es die Q2 Zahlen.  

15.08.13 09:10

1025 Postings, 4901 Tage AJ7777777Interim report for the period January - June 2013

Second quarter April - June 2013                                                                                            

Group net sales in the second quarter 2013 decreased by 4.9 percent to 116.3 MSEK (122.3). At comparable exchange rates sales increased by 4.6 percent.
Operating profit in the quarter amounted to 12.1 MSEK (12.9).
The result after tax amounted to 12.9 MSEK (13.2).
Earnings per share amounted to 0.19 SEK (0.18).
The cash flow from operating activities amounted to 7.1 MSEK (15.2).
Net cash at June 30 amounted to 82.7 MSEK, compared to 154.0 MSEK at March 31.
Dividends to the shareholders were paid in May to the amount of 34.9 MSEK (29.3).
After the resolution at the Annual General Meeting on April 25 to cancel all 3,394,375 shares repurchased during previous repurchasing programs the number of shares in Biotage totals 69,861,330.
At the end of the reported period Biotage had a holding of 3,670,029 own shares acquired during the repurchasing program decided at the 2013 AGM. After the end of the reported period an additional 25,025 shares have been repurchased, for a total of 3,695,054 shares at the time of this report.
First six months January - June 2013                                                                                            

Group net sales in the first six months 2013 decreased by 9 percent to 219.6 MSEK (241.9). At comparable exchange rates sales decreased by 1 percent.
Operating profit in the six month period amounted to 18.1 MSEK (21.5).
The result after tax amounted to 16.0 MSEK (21.1).
Earnings per share amounted to 0.23 SEK (0.29).
The cash flow from operating activities amounted to 22.3 MSEK (32.4).
Net cash at June 30 amounted to 82.7 MSEK, compared to 165.4 MSEK at December 31, 2012.

Comments by CEO Torben Jörgensen
It?s satisfying to note that we are growing organically, both compared with the last quarter and with the corresponding quarter last year. The sales in Europe in the second quarter exceeded our expectations. Already at the start of the second quarter we could see that we would receive many of the European orders that we had expected to get in the first quarter.

The US sales have not developed so positively. We are still hurting from the lack of funding primarily by our academic customers. Japan is still developing reasonably well. The negative development of the Japanese yen compared to the Swedish currency results in decreasing margins, however. The Chinese market for contract manufacturing of pharmaceuticals and services to the pharma industry is under pressure and this also affects Biotage. Historically these customers have contributed a large share of our sales in this market. Our reinforced sales force in China is now targeting new customers in the academic segment and in other customer segments such as analytical chemistry. In a somewhat longer perspective these efforts will result in a better distribution of sales between the different customer segments.

The currency development has been unfavorable for Biotage. Comparing the sales reported for the quarter with the corresponding period last year we see a 4.9 percent decrease. However, at comparable exchange rates the underlying operations show a growth by 4.6 percent. The currency effect in a comparison between second quarter sales in 2012 and 2013 amounts to no less than ?11.6 MSEK. The weakening of the Japanese yen is the major factor.

The operating margin for the quarter amounts to 10.4 percent, which I find satisfying under the present circumstances. For the first six months we report an operating margin of 8.1 percent and on a rolling 12 month basis we achieve 9.1 percent.

Our single largest product area, purification, continues to develop well globally. The combined flash and mass detector instrument Isolera? Dalton which was launched commercially in May further strengthens our market position in this product area. The launch has created great interest in the market and we sold a number of instruments already in June.

Instruments make up 42 percent of the sales and consumables 58 percent. True, this relation has developed in the wrong direction with regard to the strategic target that after­market sales should contribute at least 60 percent, but this is mainly due to good sales of purification systems after the launch of Isolera? Dalton and a successful marketing campaign for Isolera? Four in Europe. A larger share of instrument sales is also the main factor behind the decrease of the gross margin to 56.6 percent. Our long-term goal is an average gross margin of 60 percent. On a rolling 12 month basis we are at 58.3 percent.

In the product area Industrial Resins we have gained several new customers, at the same time as we continue working with our existing customers. Earlier this year our subsidiary MIP Technologies submitted an application to American FDA concerning approval of one of the company?s substances for use in food production. The approval process has been delayed following issues raised by the FDA. The application has now been withdrawn as part of the administrative process. Together with one of our customers we are now penetrating the issues. We then intend to resubmit the application.

In the third quarter the manufacturing of the products acquired in 2010 from Caliper Life Sciences, Inc. will be moved to our plant in Cardiff, Wales. Up until now Caliper has handled the manufacturing. This means that we will now improve our margins on these products. In order to ensure good preparedness for delivering, test production took place this quarter with good result.

11.08.16 14:07

1025 Postings, 4901 Tage AJ7777777Quartalszahlen sind raus

und alles läuft weiterhin sehr zufriedenstellend.  

28.04.17 11:52

1025 Postings, 4901 Tage AJ7777777Buy-Back Programm

Heute ist Ex-Divi-Tag und Biotage plant ein "Buy-Back-Programm"
Gute News. Alles läuft weiterhin sehr gut.  

17.10.17 12:00

1025 Postings, 4901 Tage AJ7777777New In-situ Hydrolysis SPE Plates from Biotage

09.05.18 10:29

196 Postings, 2349 Tage Smylmit dabei

Hi, habe mir heute auch die ersten aktien in mein Wiki gekauft, die Zahlen sind einfach sehr gut und der Chart sieht nach weiteren Kursteigerungen aus. Gruß  

09.05.18 11:51

1025 Postings, 4901 Tage AJ7777777wünsch Dir viel Erfolg

Wie Du siehst bin ich schon ewig dabei und auf die Firma nur aufmerksam geworden weil ein Insider für 1 Million Euro Aktien gekauft hat. Der hat inzwischen gut Geld verdient ;-)  

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