CLOSING: SHIRE

CLOSING UP 8.45%

Has done nothing this week.

Was all about the liquidity event and a week of road shows following great numbers.

Closing +8.45%.

 

GREAT NUMBERS & CC

Friday • 24 October 2014 • 16:03

Great numbers from Shire – CC went well.

They are on the road next week and we are likely to see a lot more bullishness around them. Currently +6%.

Run this into next week as the road show will add momentum.

 

SHIRE: BUY INTO NUMBERS FRIDAY

Tuesday • 21 October 2014 • 13:58

US arbs back in selling this afternoon. Has been the daily pattern.

Deal with AbbVie is dead and most likely any other deal ST however much Paulson begs!

However still think they are a buy . Fundamentally one of the best stocks in space.

Cheapest multiple for the growth.

They are here due to supply and demand. The arb selling is slowing drying up.

With the cash kicker they will be cash positive next year.

If they do go after a target as mentioned in the Sunday Times it should be taken well.

They have a good reputation for pulling off good deals.

Afternoon US arb selling seems to be the best entry level.

Numbers on Friday and I think they will come out fighting and bulled up. Q 2 numbers where great.

The supply demand is the most important catalyst ST…BUY into Friday.