Ramptastic
04 Oct 2017
Re: Slater Growth Fund Holding I'm impressed that you continue to buy David.I haven't got the nerve, what with HCM becoming my largest holding.I do suspect that you will profit from your optimism though.Jim
David Global
04 Oct 2017
Re: Slater Growth Fund Holding As a reminder folks! From July 31st:-"Simon To, Chairman of Chi-Med, said: “Chi-Med’s consistent strategy over the past 16 years has generated considerable shareholder value, and we believe it is now poised to deliver substantially more.He is 100% correct as usual.Also worth notingm the U.S. Bulletin Boards are lighting up. Check out [link] and sign up if you want to join me in conversing with the Americans!I continue to buy
Ramptastic
04 Oct 2017
Re: Slater Growth Fund Holding Blimey, £44.Looking forward to the news later this month.J
Boring Bernie
03 Oct 2017
Re: Slater Growth Fund Holding Just to add to this, at the end of August, Chimed made up 10.5% of Slater's growth fund, so, unless he's been a seller over the last month or so he almost certainly is higher than that now.As I understand it, the UCITS 5/10/40 rule means he's going to be a forced seller ( I'm happy to be proved wrong on that ) Admittedly, I have no idea what sort of timescale he's allowed to be over the 10% rule, or whether he can apply for a temporary waiver, but if the sp keeps rising then surely something has to give.I wonder if he'll sell off his ADR's ? They seem more liquid, so will likely be easier to sell without affecting the sp.Anyway,as for the current sp ( ~ £44 ), it's getting perilously close to the point where I'll be selling a few as well !
sporty investor
03 Oct 2017
DG Thanks a lot for being excellent source of information and for all your research based opinions.It's been just fantastic watching this share doing so well. I have seen your messages on other sites' HCM discussion boards. Great help for all long timers here.I have a query about USA personal tax implications on capital gains, UK residents can make when they sell American ADRs. W8-Ben submission will be of any help to avoid double taxation on capital gains and/or dividends? Thanks.
Simbrad
20 Jun 2016
"Chi-Med has announced the initiation of a Phase II expansion of the ongoing TATTON trial (NCT02143466) to evaluate the selective c-Met inhibitor savolitinib (AZD6094) in EGFR mutant non-small cell lung cancer (NSCLC) patients. The announced initiation of expanded Phase II trials in NSCLC triggers US$10 million milestone from AstraZeneca to Chi-Med." Panmure note out this morning on Research Tree
