Crucell « Terug naar discussie overzicht

Wk 46 9 t/m 13 november 2009

140 Posts, Pagina: « 1 2 3 4 5 6 7 » | Laatste
Mr sponge
1
pff. Alweer een dag dat Crucell stijgt en de AEX daald. Laten we het hele MM naar huis sturen ;)
josti5
0
quote:

Mr sponge schreef:

pff. Alweer een dag dat Crucell stijgt en de AEX daald. Laten we het hele MM naar huis sturen ;)
MM of MT? Of beide??? -;)

Mijn stem (ahum) gaat naar: beide.

MM vanwege z'n vasthoudende, anti-aandeelhouderswaarde creërende, negatieve richting-gevendheid, waarbij het foutje van vandaag hierbij is ver-geven.

MT vanwege z'n vasthoudende, anti-aandeelhouderswaarde creërende, negatieve richting-gevendheid, waarbij de vele fouten en non-informatie van de afgelopen jaren pas bij een koers van 25+ per uiterlijk 31-03-2010 zijn vergeven.
En natuurlijke de gezamenlijke bonus bij het realiseren van de 18.40 onder de inmiddels doodarme, beduvelde BAH/IPO-aandeelhouders verdeeld wordt.
[verwijderd]
0
quote:

josti5 schreef:

MT vanwege z'n vasthoudende, anti-aandeelhouderswaarde creërende, negatieve richting-gevendheid, waarbij de vele fouten en non-informatie van de afgelopen jaren pas bij een koers van 25+ per uiterlijk 31-03-2010 zijn vergeven.
En natuurlijke de gezamenlijke bonus bij het realiseren van de 18.40 onder de inmiddels doodarme, beduvelde BAH/IPO-aandeelhouders verdeeld wordt.
Persoonlijk (zonder TA-reference) zie ik de 25+ niet voor 31-03-2010 op de borden staan.
Zoals al eerder hier op het forum geëtalleerd, verwacht ik, dat de meeste forumleden teleurgesteld gaan worden in de winst over heel 2009.
Tot op heden zijn nog weinig exclusieve licenties gemeld die direct aan de 2009 cijfers kunnen worden toegevoegd.
Te weinig partners /licentie afnemers die PerC6 gebaseerde potentiële geneesmiddelen progressie laten zien.
(Krijg het vermoeden dat Brus in augustus zijn uitspraak doelbewust gewijzigd heeft van "we willen meebepalen in de klinische voortgang" in "het is het principe veel licenties waarvan het hopen is dat een aantal met succes de eindstreep haalt". Als principe parallel maar toch een belangrijke wijziging).

Die 25+ zie ik zeker wel komen, maar dan pas echt eind 2010 wanneer voor meer mensen zichtbaar wordt, dat de "tax-holiday" periode is aangebroken.
Tja ... en dan kan het hard gaan.
[verwijderd]
0
quote:

MeawandMoo1 schreef:

[quote=josti5]
MT vanwege z'n vasthoudende, anti-aandeelhouderswaarde creërende, negatieve richting-gevendheid, waarbij de vele fouten en non-informatie van de afgelopen jaren pas bij een koers van 25+ per uiterlijk 31-03-2010 zijn vergeven.
En natuurlijke de gezamenlijke bonus bij het realiseren van de 18.40 onder de inmiddels doodarme, beduvelde BAH/IPO-aandeelhouders verdeeld wordt.
[/quote]
Persoonlijk (zonder TA-reference) zie ik de 25+ niet voor 31-03-2010 op de borden staan.
Zoals al eerder hier op het forum geëtalleerd, verwacht ik, dat de meeste forumleden teleurgesteld gaan worden in de winst over heel 2009.
Tot op heden zijn nog weinig exclusieve licenties gemeld die direct aan de 2009 cijfers kunnen worden toegevoegd.
Te weinig partners /licentie afnemers die PerC6 gebaseerde potentiële geneesmiddelen progressie laten zien.
(Krijg het vermoeden dat Brus in augustus zijn uitspraak doelbewust gewijzigd heeft van "we willen meebepalen in de klinische voortgang" in "het is het principe veel licenties waarvan het hopen is dat een aantal met succes de eindstreep haalt". Als principe parallel maar toch een belangrijke wijziging).

Die 25+ zie ik zeker wel komen, maar dan pas echt eind 2010 wanneer voor meer mensen zichtbaar wordt, dat de "tax-holiday" periode is aangebroken.
Tja ... en dan kan het hard gaan.

OK, so its agreed

Crucell has disappointed and disappointed...but why?

Of course it is the selfish management, the totally incompetent IR...lead by the gel-man himself, the Ego, who could give two shits about the shareholders, he only wants to strut around, primping and preening in every mirror he sees, putting the moves on everything he sees, especially the Crucell groupies.

"Ahem, you know, I am, you know, the biggest deal ever... if you know what I mean, and I, you know, know you do"

Time to dump the Ego, before he dilutes the shares even more...which he will. He doesn't care about building the share price...only the market cap. He will dilute us into oblivion...a strategy every big pharma has shown is a dead end.

T
[verwijderd]
3
What would you have Crucell do? You say you would have supported a sale to Wyeth for possibly 20 euro. I wouldn't have. As much as I'd like a 50% return immediately, I'm not sure I know of a better investment to put my speculative money toward right now. I understand the "bird in hand" sentiment that may be driving your angst, but I really like the idea of developing the pipeline much more before selling out. (Yes, I agree, selling out is the likley endpoint.) But, if we are patient, I see no reason why Crucell can't demand twice your number in another three years.

You say you don't trust management, but every move you criticise brings more near term stability upon which to grow a very promising pipeline.

I've made and lost a lot of money in biotech over the last twenty five years. In every case where I've lost, it wasn't the technology that let me down. It was the financing. Crucell has the technology. It is as promising as any of my best companies. But, for its growth potential and market cap, it also has the most bullet-proof balance sheet of any company I've ever owned. Every night I sleep well knowing I don't face a dilutive secondary next week.

Unless management is dishonest, they are on track to award the long term shareholders outsized returns. Nothing they have done is inconsistent with that. The short-timers playing the near-term buyout are the only ones disappointed now.

A poor translation:

Wat zou je Crucell doen? U zegt dat u zou een verkoop aan Wyeth ondersteund voor mogelijk 20 euro. Ik zou niet hebben. Zo veel als ik wil graag een 50% rendement onmiddellijk, ben ik niet zeker Ik weet van een beter investeringsklimaat om mijn speculatief geld zetten in de richting van nu. Ik begrijp de "vogel in de hand" gevoel dat je kan rijden angst, maar ik hou echt van het idee van de ontwikkeling van de pijplijn veel meer vóór de verkoop uit. (Ja, uitverkocht is likley eindpunt.) Maar, als we geduldig, zie ik geen reden waarom Crucell niet kan vraag tweemaal uw nummer in een ander drie jaar.

U zegt dat u niet vertrouwt het beheer, maar elke beweging die u kritiek brengt meer stabiliteit op korte termijn waarop een veelbelovende pijplijn groeien.

Ik heb gemaakt en verloor een hoop geld in biotech in de afgelopen vijfentwintig jaar. In elk geval waar ik heb verloren, het was niet de technologie die let me down, het was de financiering. Crucell heeft de technologie. Het is zo veelbelovend als een van mijn beste bedrijven. Maar, voor haar groeipotentieel en marktkapitalisatie, heeft zij ook de meest kogelvrij balans van een bedrijf die ik ooit heb gekend. Elke nacht slaap ik goed voelen dat ik het gezicht niet een verwatering secundaire volgende week.

Tenzij het management oneerlijk is, zijn ze op weg om de lange termijn aandeelhouders outsized rendement award. Niets ze hebben gedaan is in strijd met dat. De korte-timers het spelen van de korte termijn buy-out zijn de enigen die nu teleurgesteld.
Mr sponge
2
quote:

ron banged schreef:

OK, so its agreed

Crucell has disappointed and disappointed...but why?

Of course it is the selfish management, the totally incompetent IR...lead by the gel-man himself, the Ego, who could give two shits about the shareholders, he only wants to strut around, primping and preening in every mirror he sees, putting the moves on everything he sees, especially the Crucell groupies.

"Ahem, you know, I am, you know, the biggest deal ever... if you know what I mean, and I, you know, know you do"

Time to dump the Ego, before he dilutes the shares even more...which he will. He doesn't care about building the share price...only the market cap. He will dilute us into oblivion...a strategy every big pharma has shown is a dead end.

T
Ik erger me al jaren aan de tv. Daar wordt alles 2x per jaar herhaald. Maar hier op het forum is het veel erger. Jij herhaald je verhaaltje iedere dag. Ga eens iets nuttigs doen met je tijd. Of heb je niets beters te doen? Misschien is een cursus Nederlands een goed idee?
maxen
2
quote:

ron banged schreef:

[quote=maxen]
[quote=ron banged]
[quote=maxen]
...
So, since I missed your Crucell/AEX comparisons (again!) for the last couple of days when Crucell pps was going up, I figured you may need some help.
I thought it easier to exclude day-to-day fluctuations, and look at Crucell and AEX performance for the last weeks (roughly the period when you were (claiming) keeping track):

1 - day Crucell +3.1% AEX -1.9% Crucell outperforms AEX with 5.0%
1-week Crucell +5.7% AEX -3.1% Crucell outperforms AEX with 8.8%
2-week Crucell +1.2% AEX -6.4% Crucell outperforms AEX with 7.6%
3-week Crucell +0.0% AEX -7.7% Crucell outperforms AEX with 7.7%
4-week Crucell -2.3% AEX -4.5% Crucell outperforms AEX with 2.2%

For good measure, since I’m more interested in long-term comparisons, here's a bonus:

½ year Crucell -5.0% AEX +19.1% Crucell underperforms AEX with 24.1%
1 year Crucell +38.8% AEX +7.5% Crucell outperforms AEX with 31.3%
5 year Crucell +75.1% AEX -10.7% Crucell outperforms AEX with 85.8%
9 year Crucell -4.8% AEX -56.5% Crucell outperforms AEX with 51.7%
...
your humble assistant,
Maxen.
[/quote]
And besides...do you even know how to do a comparison chart...those figures aren't anywhere near correct for the 1 week, 2 week, 3 week and 4 week comparison. Please, go to chart school before you blather again.

Best
T
[/quote]
See attached for the numbers used in the comparison, originally posted on 11/05/09 10.34am.
Please point out what is incorrect. If you cannot, that would leave you, Ron Blather, as the mother-of-all-blatherers....

Greetings,
M

[/quote]
aex on october 8 314
today 314

flat

Crucell october 8 14.77 euro
today 13.94

down 5%
[/quote]
This is correct, which proves that you can do it too. One doesn't need a chart, as you implied, just 2 pps values, 1 now and 1 in the past. You just calculated a 33-day (or 4.7 week) performance difference between Crucell and AEX, from october 8 to november 10, resulting in Crucell underperforming AEX with ~ 5%.
If you would actually look at the data I provided, you would see I did exactly the same, with pps data from november 5 compared to pps data exactly 1 week, 2 weeks, 3 weeks and 4 weeks back. How difficult can that be?

[quote=Ron]
according to the note you posted, Crucell has outperformed the AEX every week for the last month!

What kind of stupidity is that!
[/quote]
That is not what it says, as you could now. Crucell has outperformed the AEX for a 1wk, 2wk, 3wk and 4wk-period ending on november 5. That is not the same. While Crucell is outperforming the AEX for a 4-week period, it is perfectly possible that Crucell is underperforming the AEX for a week within that 3-week span. Not so difficult Ron!

[quote=Ron]
I don't know what numbers you are pulling out,
[/quote]
You could easily know, because I posted the used numbers in the attachment, Ron. READ them! Check them! If you feel inclined, you may even acknowledge they are correct!

[quote=Ron]
but please, pull up a chart and compare the AEX versus Crucell over the past three months. Crucell has consistently underperformed
I am sure Crucell has underperformed for this 3-month period. I already posted that Crucell underperformed for a 1/2 year period ending november 11 (with 24%). You are right that Crucell underperformed AEX for a 33-day period ending november 10.

But the discussion was that you questioned my data giving that Crucell outperformed AEX for a 1-week, 2-week, 3-week and 4-week period ending november 5, when I performed the comparision. It would be nice if your acknowledge that these numbers are actually correct.

However, my suspicion is that you suffer from the rare disease Negativitis Selectivus Crucellus, which is a medical condition that only allows you to see negative developments around Crucell. In any given timespan, it allows you to determine the periods with negative performances of Crucell compared to AEX in microseconds. For periods in which Crucell outperforms the AEX, you can STILL focus on the negative pps development of Crucell independent of the AEX, even though the AEX has performed much worse for that period (e.g., for the period since Crucell inception).
Periods in which Crucell outperformes, like most periods between 1 and 9 year to now, are simply neglected by the Negativitis Selectivus Crucellus sufferer.
It is a chronic disease. Short-term remedies are fast pps appreciations of more than 30-60%, but if the pps stabilises after that or even falls back some, the symptoms come back again.

The best long-term solution would be to cut any ties with the share in question, and focus on boring dividend stocks, when N.S.C. patients are generally happy comparing their dividend stocks with non-dividend paying Crucell or other stocks.
[verwijderd]
0
[verwijderd]
0
quote:

maxen schreef:

[quote=ron banged]
[quote=maxen]
[quote=ron banged]
[quote=maxen]
...
So, since I missed your Crucell/AEX comparisons (again!) for the last couple of days when Crucell pps was going up, I figured you may need some help.
I thought it easier to exclude day-to-day fluctuations, and look at Crucell and AEX performance for the last weeks (roughly the period when you were (claiming) keeping track):

1 - day Crucell +3.1% AEX -1.9% Crucell outperforms AEX with 5.0%
1-week Crucell +5.7% AEX -3.1% Crucell outperforms AEX with 8.8%
2-week Crucell +1.2% AEX -6.4% Crucell outperforms AEX with 7.6%
3-week Crucell +0.0% AEX -7.7% Crucell outperforms AEX with 7.7%
4-week Crucell -2.3% AEX -4.5% Crucell outperforms AEX with 2.2%

For good measure, since I’m more interested in long-term comparisons, here's a bonus:

½ year Crucell -5.0% AEX +19.1% Crucell underperforms AEX with 24.1%
1 year Crucell +38.8% AEX +7.5% Crucell outperforms AEX with 31.3%
5 year Crucell +75.1% AEX -10.7% Crucell outperforms AEX with 85.8%
9 year Crucell -4.8% AEX -56.5% Crucell outperforms AEX with 51.7%
...
your humble assistant,
Maxen.
[/quote]
And besides...do you even know how to do a comparison chart...those figures aren't anywhere near correct for the 1 week, 2 week, 3 week and 4 week comparison. Please, go to chart school before you blather again.

Best
T
[/quote]
See attached for the numbers used in the comparison, originally posted on 11/05/09 10.34am.
Please point out what is incorrect. If you cannot, that would leave you, Ron Blather, as the mother-of-all-blatherers....

Greetings,
M

[/quote]
aex on october 8 314
today 314

flat

Crucell october 8 14.77 euro
today 13.94

down 5%
[/quote]
This is correct, which proves that you can do it too. One doesn't need a chart, as you implied, just 2 pps values, 1 now and 1 in the past. You just calculated a 33-day (or 4.7 week) performance difference between Crucell and AEX, from october 8 to november 10, resulting in Crucell underperforming AEX with ~ 5%.
If you would actually look at the data I provided, you would see I did exactly the same, with pps data from november 5 compared to pps data exactly 1 week, 2 weeks, 3 weeks and 4 weeks back. How difficult can that be?

[quote=Ron]
according to the note you posted, Crucell has outperformed the AEX every week for the last month!

What kind of stupidity is that!
[/quote]
That is not what it says, as you could now. Crucell has outperformed the AEX for a 1wk, 2wk, 3wk and 4wk-period ending on november 5. That is not the same. While Crucell is outperforming the AEX for a 4-week period, it is perfectly possible that Crucell is underperforming the AEX for a week within that 3-week span. Not so difficult Ron!

[quote=Ron]
I don't know what numbers you are pulling out,
[/quote]
You could easily know, because I posted the used numbers in the attachment, Ron. READ them! Check them! If you feel inclined, you may even acknowledge they are correct!

[quote=Ron]
but please, pull up a chart and compare the AEX versus Crucell over the past three months. Crucell has consistently underperformed
[/quote]
I am sure Crucell has underperformed for this 3-month period. I already posted that Crucell underperformed for a 1/2 year period ending november 11 (with 24%). You are right that Crucell underperformed AEX for a 33-day period ending november 10.

But the discussion was that you questioned my data giving that Crucell outperformed AEX for a 1-week, 2-week, 3-week and 4-week period ending november 5, when I performed the comparision. It would be nice if your acknowledge that these numbers are actually correct.

However, my suspicion is that you suffer from the rare disease Negativitis Selectivus Crucellus, which is a medical condition that only allows you to see negative developments around Crucell. In any given timespan, it allows you to determine the periods with negative performances of Crucell compared to AEX in microseconds. For periods in which Crucell outperforms the AEX, you can STILL focus on the negative pps development of Crucell independent of the AEX, even though the AEX has performed much worse for that period (e.g., for the period since Crucell inception).
Periods in which Crucell outperformes, like most periods between 1 and 9 year to now, are simply neglected by the Negativitis Selectivus Crucellus sufferer.
It is a chronic disease. Short-term remedies are fast pps appreciations of more than 30-60%, but if the pps stabilises after that or even falls back some, the symptoms come back again.

The best long-term solution would be to cut any ties with the share in question, and focus on boring dividend stocks, when N.S.C. patients are generally happy comparing their dividend stocks with non-dividend paying Crucell or other stocks.

THIS IS FOR MAXEN, WHO DOESN'T UNDERSTAND MATH
Okay, let's play your game

And I'll take it slow so you can understand.

Let's just take the 4 week period YOU PICKED ending Nov 5, working backward 4 weeks, Maxen...that is 4 times 7 or 28 days, we come to October 8.

closing price for the AEX on Nov 5 was 307.83
the closing price on October 8 was 314.76

DO YOU ARGUE WITH THESE NUMBERS? NO, THEN LET'S CALCULATE.

the AEX was down (314.76- 307.83)/314.76 = -2.20%

Crucell's closing price on Nov 5 was 14.18 euro
the closing price on October 8 was 14.77

DO YOU ARGUE WITH THESE NUMBERS? NO, THEN LET'S CALCULATE

Crucell was down (14.77-14.18)/14.77 =-4.00%

AEX down 2.2%, Crucell down 4%, or put another way
Crucell UNDERPERFORMED THE AEX by 1.8%

You said...and I quote
"4-week Crucell -2.3% AEX -4.5% Crucell outperforms AEX with 2.2%"

CAN NO ONE IN THE NETHERLANDS DO MATH...DOES THIS EXPLAIN KRUIMER AND BRUS?

Does a 2 year old run your numbers? Can you actually use a calculator. No wonder you think Crucell is doing well. You can't add, subtract, multiply or divide. Numbers confuse you.

ACTUALLY RUN THE NUMBERS, FIGURE OUT WHERE YOU MADE YOUR MISTAKE,AND THEN APOLOGIZE FOR BEING A POMPOUS FOOL. YOU SUFFER FROM A DISEASE TOO...CANNOTDOMATHICUS
[verwijderd]
0
In deze luwte, maar even de knuppel in het hoederhoek (niet goed voor de eitjes).

Is de STAR-overeenkomst met Genetech (Roche inmiddels) opgezegd?

www.crucell.com/Partners%20-%20Genera...

Dirk
flosz
0
quote:

Dirk R. Wijnen schreef:

In deze luwte, maar even de knuppel in het hoederhoek (niet goed voor de eitjes).
[/quote]
Laat de hoeders lekker een kopje koffie drinken in hun hoekje...

[quote=Dirk R. Wijnen]
Is de STAR-overeenkomst met Genetech (Roche inmiddels) opgezegd?
www.crucell.com/Partners%20-%20Genera...
Amai dirk, waar ben jij al die jaren geweest.........
[verwijderd]
0
Crucell underperforming by 1.5% again today.

For Maxen

AEX is up 1.66%
Crucell is up .10%
(last number I have)

1.66 - .11% = 1.55%

Next thing I know Maxen will be running numbers to show that Crucell is actually outperforming the AEX today.
[verwijderd]
0
quote:

flosz schreef:

[quote=Dirk R. Wijnen]
In deze luwte, maar even de knuppel in het hoederhoek (niet goed voor de eitjes).
[/quote]
Laat de hoeders lekker een kopje koffie drinken in hun hoekje...

[quote=Dirk R. Wijnen]
Is de STAR-overeenkomst met Genetech (Roche inmiddels) opgezegd?
www.crucell.com/Partners%20-%20Genera...
[/quote]

Amai dirk, waar ben jij al die jaren geweest.........
Gelukkig hebben we hier moeder/hoe(n)der hen die over het Crucellforum waakt.

:->#))

Dirk
maxen
1
quote:

ron banged schreef:

[quote=maxen]
[quote=ron banged]
[quote=maxen]
[quote=ron banged]
[quote=maxen]
...
So, since I missed your Crucell/AEX comparisons (again!) for the last couple of days when Crucell pps was going up, I figured you may need some help.
I thought it easier to exclude day-to-day fluctuations, and look at Crucell and AEX performance for the last weeks (roughly the period when you were (claiming) keeping track):

1 - day Crucell +3.1% AEX -1.9% Crucell outperforms AEX with 5.0%
1-week Crucell +5.7% AEX -3.1% Crucell outperforms AEX with 8.8%
2-week Crucell +1.2% AEX -6.4% Crucell outperforms AEX with 7.6%
3-week Crucell +0.0% AEX -7.7% Crucell outperforms AEX with 7.7%
4-week Crucell -2.3% AEX -4.5% Crucell outperforms AEX with 2.2%

For good measure, since I’m more interested in long-term comparisons, here's a bonus:

½ year Crucell -5.0% AEX +19.1% Crucell underperforms AEX with 24.1%
1 year Crucell +38.8% AEX +7.5% Crucell outperforms AEX with 31.3%
5 year Crucell +75.1% AEX -10.7% Crucell outperforms AEX with 85.8%
9 year Crucell -4.8% AEX -56.5% Crucell outperforms AEX with 51.7%
...
your humble assistant,
Maxen.
[/quote]
And besides...do you even know how to do a comparison chart...those figures aren't anywhere near correct for the 1 week, 2 week, 3 week and 4 week comparison. Please, go to chart school before you blather again.

Best
T
[/quote]
See attached for the numbers used in the comparison, originally posted on 11/05/09 10.34am.
Please point out what is incorrect. If you cannot, that would leave you, Ron Blather, as the mother-of-all-blatherers....

Greetings,
M

[/quote]
aex on october 8 314
today 314

flat

Crucell october 8 14.77 euro
today 13.94

down 5%
[/quote]
This is correct, which proves that you can do it too. One doesn't need a chart, as you implied, just 2 pps values, 1 now and 1 in the past. You just calculated a 33-day (or 4.7 week) performance difference between Crucell and AEX, from october 8 to november 10, resulting in Crucell underperforming AEX with ~ 5%.
If you would actually look at the data I provided, you would see I did exactly the same, with pps data from november 5 compared to pps data exactly 1 week, 2 weeks, 3 weeks and 4 weeks back. How difficult can that be?

[quote=Ron]
according to the note you posted, Crucell has outperformed the AEX every week for the last month!

What kind of stupidity is that!
[/quote]
That is not what it says, as you could now. Crucell has outperformed the AEX for a 1wk, 2wk, 3wk and 4wk-period ending on november 5. That is not the same. While Crucell is outperforming the AEX for a 4-week period, it is perfectly possible that Crucell is underperforming the AEX for a week within that 3-week span. Not so difficult Ron!

[quote=Ron]
I don't know what numbers you are pulling out,
[/quote]
You could easily know, because I posted the used numbers in the attachment, Ron. READ them! Check them! If you feel inclined, you may even acknowledge they are correct!

[quote=Ron]
but please, pull up a chart and compare the AEX versus Crucell over the past three months. Crucell has consistently underperformed
[/quote]
I am sure Crucell has underperformed for this 3-month period. I already posted that Crucell underperformed for a 1/2 year period ending november 11 (with 24%). You are right that Crucell underperformed AEX for a 33-day period ending november 10.

But the discussion was that you questioned my data giving that Crucell outperformed AEX for a 1-week, 2-week, 3-week and 4-week period ending november 5, when I performed the comparision. It would be nice if your acknowledge that these numbers are actually correct.

However, my suspicion is that you suffer from the rare disease Negativitis Selectivus Crucellus, which is a medical condition that only allows you to see negative developments around Crucell. In any given timespan, it allows you to determine the periods with negative performances of Crucell compared to AEX in microseconds. For periods in which Crucell outperforms the AEX, you can STILL focus on the negative pps development of Crucell independent of the AEX, even though the AEX has performed much worse for that period (e.g., for the period since Crucell inception).
Periods in which Crucell outperformes, like most periods between 1 and 9 year to now, are simply neglected by the Negativitis Selectivus Crucellus sufferer.
It is a chronic disease. Short-term remedies are fast pps appreciations of more than 30-60%, but if the pps stabilises after that or even falls back some, the symptoms come back again.

The best long-term solution would be to cut any ties with the share in question, and focus on boring dividend stocks, when N.S.C. patients are generally happy comparing their dividend stocks with non-dividend paying Crucell or other stocks.

[/quote]
THIS IS FOR MAXEN, WHO DOESN'T UNDERSTAND MATH
Okay, let's play your game

And I'll take it slow so you can understand.

Let's just take the 4 week period YOU PICKED ending Nov 5, working backward 4 weeks, Maxen...that is 4 times 7 or 28 days, we come to October 8.

closing price for the AEX on Nov 5 was 307.83
the closing price on October 8 was 314.76

DO YOU ARGUE WITH THESE NUMBERS? NO, THEN LET'S CALCULATE.

the AEX was down (314.76- 307.83)/314.76 = -2.20%

Crucell's closing price on Nov 5 was 14.18 euro
the closing price on October 8 was 14.77

DO YOU ARGUE WITH THESE NUMBERS? NO, THEN LET'S CALCULATE

Crucell was down (14.77-14.18)/14.77 =-4.00%

AEX down 2.2%, Crucell down 4%, or put another way
Crucell UNDERPERFORMED THE AEX by 1.8%

You said...and I quote
"4-week Crucell -2.3% AEX -4.5% Crucell outperforms AEX with 2.2%"

CAN NO ONE IN THE NETHERLANDS DO MATH...DOES THIS EXPLAIN KRUIMER AND BRUS?

Does a 2 year old run your numbers? Can you actually use a calculator. No wonder you think Crucell is doing well. You can't add, subtract, multiply or divide. Numbers confuse you.

ACTUALLY RUN THE NUMBERS, FIGURE OUT WHERE YOU MADE YOUR MISTAKE,AND THEN APOLOGIZE FOR BEING A POMPOUS FOOL. YOU SUFFER FROM A DISEASE TOO...CANNOTDOMATHICUS
Ron Bangidus Nonreadicus,

Actually I do contend your numbers. I stated LOUD and CLEAR, at the time of posting and in later addidations, I was doing the comparison on 5 october in the morning, with the numbers then known to me, at 10 am, which were:
Crucell 14.43, AEX 300.22
READ it. CHECK it. Comprehend it.
This is what you usually do too, use the numbers in the morning (that is, IF they can be explained negatively for Crucell pps) and telling us Crucell is underperforming.
Unfortunately for Crucell, later in the day the pps went down to 14.18, while the AEX went up to 307.83, which is obviously shifting the comparision negatively for Crucell. Unfortunately, I still haven't developed forward sight, so that at 10am I can forecast the closing price. This is why I very explicitly stated in the attachment, which apparantly you STILL DID NOT READ, I was using the 10 am numbers.

In a bigger picture, all of this proves the silly point, as I commented on before, of comparing performances of Crucell with AEX on a daily or weekly basis, since the outcome depends on the begin
maxen
1
quote:

ron banged schreef:

Crucell underperforming by 1.5% again today.

For Maxen

AEX is up 1.66%
Crucell is up .10%
(last number I have)

1.66 - .11% = 1.55%

Next thing I know Maxen will be running numbers to show that Crucell is actually outperforming the AEX today.
Not today I guess.

I can handle days like this, Ron.
I am just still waiting for the day when you report voluntarily the outperformance of Crucell. As I posted extensively, those days DO exist.
maxen
1
quote:

maxen schreef:

Ron Bangidus Nonreadicus,

Actually I do contend your numbers. I stated LOUD and CLEAR, at the time of posting and in later addidations, I was doing the comparison on 5 october in the morning, with the numbers then known to me, at 10 am, which were:
Crucell 14.43, AEX 300.22
READ it. CHECK it. Comprehend it.
This is what you usually do too, use the numbers in the morning (that is, IF they can be explained negatively for Crucell pps) and telling us Crucell is underperforming.
Unfortunately for Crucell, later in the day the pps went down to 14.18, while the AEX went up to 307.83, which is obviously shifting the comparision negatively for Crucell. Unfortunately, I still haven't developed forward sight, so that at 10am I can forecast the closing price. This is why I very explicitly stated in the attachment, which apparantly you STILL DID NOT READ, I was using the 10 am numbers.

In a bigger picture, all of this proves the silly point, as I commented on before, of comparing performances of Crucell with AEX on a daily or weekly basis, since the outcome depends on the begin
and end points taken so much. It makes more sense to take longer periods like 1/2 year minimum. And even then....
between october 08 and february there was a Crucell rally of +100% (talk about outperformance), which obviously influences numbers a lot:
Mid-term comparisions of performance AFTER this run turn out negatively for Crucell, while comparisons starting before the rally will turn out positively for Crucell.

Looong term (9 year - 1 year) Crucell almost always outperforms AEX. If you love Crucell-AEX comparison charts, pull them up for 1,2,3,4,5,6,7,8,9, years.

But in the end even they do not matter that much, since it is the performance in the future that counts.

Imho, starting from the today prices, we will see a doubling of Crucell at a much earlier point in time than a doubling of the AEX.
Seeing you comments on Crucell (the business), I doubt you agree.
140 Posts, Pagina: « 1 2 3 4 5 6 7 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Markt vandaag

AEX 916,04 +0,83 +0,09% 27 mei
AMX 938,72 +0,55 +0,06% 27 mei
ASCX 1.260,53 +13,11 +1,05% 27 mei
BEL 20 3.984,87 +14,95 +0,38% 27 mei
Germany40^ 18.795,50 +20,79 +0,11% 27 mei
US30^ 39.116,60 0,00 0,00% 27 mei
US500^ 5.316,78 0,00 0,00% 27 mei
Nasd100^ 18.875,20 0,00 0,00% 27 mei
Japan225^ 38.955,20 0,00 0,00% 27 mei
WTI 78,53 +0,81 +1,04% 27 mei
Brent 82,80 +0,99 +1,21% 27 mei
EUR/USD 1,0859 +0,0013 +0,12% 00:02
BTC/USD 69.683,29 +837,35 +1,22% 27 mei
Gold spot 2.352,46 +1,46 +0,06% 00:00
#/^ Index indications calculated real time, zie disclaimer
BESTEL HIER UW TICKETS VOOR DE IEX BELEGGERSDAG > EEN DAG VOL INSPIRERENDE SPREKERS EN KOOPTIPS!

Stijgers & Dalers

Stijgers Laatst +/- % tijd
ADYEN NV 1.233,800 +17,400 +1,43% 27 mei
IMCD 142,050 +1,350 +0,96% 27 mei
DSM FIRMENICH AG 106,700 +0,750 +0,71% 27 mei
Dalers Laatst +/- % tijd
Aegon 6,172 -0,066 -1,06% 27 mei
RELX 40,980 -0,360 -0,87% 27 mei
ASMI 662,400 -5,800 -0,87% 27 mei

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront