Diary of a Private Investor

BVXP.L

Share Watch: Bioventix (BVXP)

The folks at ShareSoc very kindly recorded the presentation made by Peter Harrison, CEO Bioventix, at their Richmond Supper this week. It is a very useful presentation for investors wanting to learn more about the BVXP business model, the predictability of their income streams and how they manage to achieve this without patent protection. BVXP […]

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Portfolio Commentary Part Two – Compound Growth Strategy

Over the past week I have published various portfolios; Focused Income, Compound Growth and Special Situations which combined, make up my overall equity portfolio. I have also launched an ISA portfolio to reflect and track how I invested this years’ allowance. The main reasons for dividing my overall holdings into different strategies were outlined in […]

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Pre-Holiday Update – BVXP, SRT, BKG, PHP, GVC

A few updates from my holdings over the past couple of weeks: Bioventix (BVXP.L) In my view, the company issued a positive half-yearly report on 21st March but the shares have subsequently fallen. Turnover up 23%, pre-tax profit up 33%, post tax profit up 31%, dividend up 50% and yet the shares are down. This […]

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