nigel,
>>Might PCOP make your list ? They're certainly not expensive at the moment, & have a very useful amount of cash.<<
Since Peter considers ARQL a trickle play, then PCOP ought to be one, too. These two are competitors to some degree, aren't they? Which do we find a better value and most timely?
ABSC, with its high throughput screening systems and recurring revenue business model for same, as well as a reagents business, and contract assay (via biofluorescence technologies) business, could also be qualified. It has solid support in the 30s and 40s. Currently 60, but the 52 week high was 140, and they haven't stumbled, just been revalued. Interesting that they are literally a stone's throw from Axiom (OK, it would take a pretty good arm). I wonder if they talk?
Cheers, Tuck |
