maproom
03 Mar 2017
unsolicited phone calls I've had two phone calls this week, from different callers both claiming to be acting for clients who will be making a takeover bid for Genus. Neither would actually make an offer for my shares. Is this an attempt at pushing up the price, or just some kind of scam?
LK Hyman
09 Sep 2016
Re: Today's update... Sambram,"a stronger performance from Genus PIC and Genus Asia."I'm hoping that the growth in the pig biznay augurs well for my Devro shares! The beef side didn't look that great but these things go in cycles, so I'm happy to continue to hold GNS despite its quite demanding ratios. The step up in R&D seems eminently sensible.LKH on the flybridge
Sambram
08 Sep 2016
Today's update... Update from N+1 Singer on today's update, from Research Tree:"Genus FY results are in line with expectations, with the expected YoY weakness in Genus ABS offset by a stronger performance from Genus PIC and Genus Asia. New guidance for 2017 has been issued, with an expected increase in R&D expenditure projected to result in broadly flat earnings YoY in constant currency. We retain our recent Sell recommendation on valuation grounds."
Sambram
15 Aug 2016
Nice announcement on court case "The upfront payments, future royalties and damages payable by Genus to ST, as determined by the Wisconsin jury, are in our view relatively modest. Importantly, following the earlier verdict that ST had wilfully maintained monopoly power, Genus is seeking an injunction to allow a termination of the 2012 agreement between the parties and provide relief from its restrictive provisions." - Singers"We view the damages award as fairly light given previous settlements in this sector and although GNS will be required to pay an ongoing royalty, the good news is that the company will be free to commercialise its own ... processing technology. This will likely result in an operating cost saving of c£5m, minus the royalties paid to ST." - VSA CapitalBoth taken from Research Tree
LK Hyman
15 Aug 2016
Re: Oh that's just great! "Induran"Inguran, even.LKH etc
LK Hyman
15 Aug 2016
Re: Oh that's just great! "I can't see how the latest verdict can be very expensive for Genus."Today's RNS looks as if, notwithstanding my lack of expertise in the recondite world of bull se men, the cost to Genus will be peanuts, suggesting that Mr Market did indeed massively overreact to the initial jury verdict.In addition, assuming Genus exercise the right (which they are seeking and may or may not get) to give 90 days notice to terminate the agreement with Induran, it suggests that Genus don't need these American monopolist monkeys and can tell 'em to go fork 'emselves with their own technology.Praise, praise de lawd!LKH on the flybridge Go Genus!
LK Hyman
12 Aug 2016
Oh that's just great! Down nearly 10% because of this wretched jury verdict in the USA. Genus is ... or was until this morning ... 5% of my shrunken wad, so that hurts.Nevertheless I shall hold.LKH on the flybridge
pied kingfisher
10 Dec 2015
Re: pig disease cure and more...[link]
LK Hyman
09 Dec 2015
Re: pig disease cure Pelleas,"Fly pig fly!!"Hmmmm. With hindsight, that urging of yours was never gonnae get a result! I'm quite surprised that Mr Market was so underwhelmed. I guess it's because it'll take 5 years or so before them disease-free porkers are strutting their stuff out in their arks.Whatever. This is one of this year's winners forLKH on the flybridge elite young sire
pelleas
08 Dec 2015
pig disease cure Looking very strong in generally weak market conditions. Fly pig fly!!
LK Hyman
08 Sep 2015
Excellent results I'm quite surprised that Genus was down slightly today as the results were excellent. Double digit increase in operating profit, chunky rise in the (well covered) dividend. What's not to like? OK, Asia and Russia were a bit weak and Karim was slightly downbeat about next year but, all in all, I'm entirely happy with my stake in this excellent puppy, which is number 8 in my Top of the Pops at 3.7% of my shrunken wad, sandwiched between Diageo and Glaxo.LKH on the flybridge elite young sire
LK Hyman
06 May 2015
Whuh da fuh? What happened? This wasn't written in to my schedule.LKH at the LK Wash & Valet
albent
08 Apr 2015
Moderate growth expectations with a sturdy balance sheet. Check out this infographic report on Genus (LSE:GNS): [link] useful.
onedb1
07 Apr 2015
Re: 1435 next target LK,Thanks for the response , am guessing you have a solid dividend portfolio with the odd punt , makes senseI hold funds mostly and on top of that trade , whilst also building a portfolio with divis that I constantly reinvest . The compounding effect is beautiful . I let go of SXX a few months ago , when things take too long a i prefer to get out on instinct . I lost 15% of my value on that holding, you can't win them all 
) Am off Genus for now , market is throwing good charts all over at the moment . Glad target was achieved here . it may put some faith in my voodoo tricks )) Enjoy your sailing
LK Hyman
25 Mar 2015
Re: 1435 next target Onedb1,"What other stocks do you look at Captain LK ?"I like (and hold) Treatt, Renishaw, Halma, Diageo, Unilever, Fuller Smith & Turner, and about 25 other shares. You'll see my maunderings on all those boards.I'm genuinely in two minds about Sirius Minerals. I'd like the project to work but I feel that the Ockers have greatly underestimated the costs, and I intuitively feel that a damn gr8 tunnel under a national park is never gonnae generate anything in the way of what really counts, namelyLKH on the flybridge's divis
