Genmab — Juli 2020

[E_L]

they have not bought the whole position at 2169, they could have had 4.99% for months and just crossed the 5% now

[Bulder]

I think that the analyst is not aware of what is going on in the trade department.

[E_L]

maybe by accident, we have seen that before, eg with Blackrock, they sell a few shares the day after to get under 5% again

[E_L]

@bulder that is the question. IF they have propper Chines walls then you are correct. But the coincidence is stunning to say the least
....

[E_L]

and it would a big f*** you from the Asset manager to the analyst lol

[Bulder]

Yes but completely irrational. First you buy and recommend sell??

[Bulder]

then

[E_L]

IF it is coordinated (which we don't know)
, the only rational would be if they need to buy more...

[E_L]

it would probably also be illegal imo. Even in french law

[E_L]

it would be interesting to know where the shares are , owned by SocGen or by some of their public funds

[kkjoel]

Meget, meget underligt. Det giver slet ingen mening. medmindre, som EL siger, de har tænkt sig at købe endnu flere.

[kkjoel]

Fint med ny storaktionær.

[kkjoel]

Skidt at de mener risikoen ved GENs pipeline
er undervurderet.

[Doublo]

Man kan roligt sige, at "afsløringen" som storaktionærer er det bedst tænkelige dementi for deres grove manipulationer med kursanbefaling. Det er muligt, at de n
u sælger for at komme under de famøse 5%, eller de har prøvet at skræmme folk til at sælge, så de selv kan komme til fadet med billige aktier, spændende at observerer i dagens løb og de næste dage.

[E_L]

IF it is on their own books , then you would think they are buying it on behalf of somebody else. European banks don't take positions of this size any more. In which case we can start a nice take over rumour

[bibob]

[kkjoel]

Han forudskikker trods alt, at omsætningen vil 6-dobles frem til 2030.. så helt pessimist er han jo ikke: 5 mia (2019) * 6 = 30 mia.

[kkjoel]

Dog tager han selvfølgelig helt fejl med omsætningens størrelse i 2030! MJ, hvor stor er den da? (hold dig endelig ikke tilbage;-)

[Solsen]

Banditter i habitter - tænk ikke over hvad de laver. Vi kan ikke bruge anbefalinger om det ene eller andet til noget !

[kkjoel]

Enig. Det samme er jo tilfældet med de der åndssvage sider, hvor det er åbenlyst at en algoritme sætter både kursmål og anbefaling. Det fatter jeg ikke nogen ulejliger os med at linke til!