||EPS - Basic
||Market Cap (m)
|Health Care Equipment & Services
Advanced Medical Solutions Share Discussion Threads
Showing 6901 to 6922 of 6925 messages
|Thanks cynic. Difficult to know but I agree with all your possibles. Still holding strong, may even buy.|
|Something smells no reason for the price to drop, unless MM,s have no stock and dropped the bid by 10% from a high of £2,35 to hoover up the 10% stop loss idiots. Lots of buys after hours for the last couple of days, filling an order perhaps? or could be a takeover bid for the company coming? which wouldn't surprise me after the interim results.|
|Not aware of anything, but a lot of big pharma are reporting, GSK tomorrow. Still holding.|
|Anyone care to comment on the recent sudden dip?|
|Update from N1 Singer on Research Tree:
"AMS’ interims are as expected, with revenues ahead but profits in line. Revenues were up 20% YoY and Adj EPS +14%, so a strong H1 performance, aided by currency, but showing good progress with LiquiBand in the US and the new Fix8 device in particular. Cash was also very strong at £41.1m, but there is still no sign of any acquisitions. The DPS has been hiked by 20% perhaps acknowledging this, although the cash cost of this remains modest. The shares remain very highly rated on 31.3x P/E to Dec-16, falling to 29.2x FY17."|
|I'm in a similar dilemma with 32Red, currently sitting on a p/e north of 100!
I'm holding out for the minute.|
|this was developed by Evans for J&J|
|I'd agree that this must be on a few acquisition radars. But how much would any company be prepared to pay for AMS? Even an offer at a 20% increase to the current share price could be seen as a hefty premium to be paying for the company. It might be enough to disuade a potential suitor at least.|
|"The other option is the prospect of AMS being taken out. That would solve the dilemma!"
It's hard to believe the likes of J&J aren't having a look.|
|That is the dilemma. Excellent results with a good outlook. Free cash flow and cash in the bank. Exactly what an investor should be looking for.
But, even taking into account the cash and assuming a further 10 to 15% growth in H2, the PE is still north of 25. So you have to question how much more upside there is from here at this time. It's hard to argue that the share is currently cheap.
An acquisition may ease the valuation although I didn't see anything about an actual opportunity, rather just looking for one (barring the aborted acquisition that makes up the exceptional item).
The other option is the prospect of AMS being taken out. That would solve the dilemma!
But I'm thinking it is probably time to take another tranche of profits off of the table.|
|Good revenue growth but this is on a PE of 30 with 10% EPS growth - caution needed|
|Interims in the morning.|
|Always the same - drop at open and then climb back to (usually) positive territory. Long may it continue.|
|Not a lot of retail interest, apparently, but someone gets it. As always, when to sell is the hard decision!|
|Pattern for stake build to prize loose tightly held shares - Bid can't be ruled out.|
|quite a big move in the share price recently?|
|Could their be an announcement shortly, share price in new high today.|
|Ali Baba's from Saudi; Muzzies ; Innit? are you from Luton or Rochdale?|
|Two nutters on the same thread. Tell me - who brought down the WTC? Aliens?|
|Norbus - thanks for the link, thought provoking speech and seems tragically practical. Folks should look at the video and think! Just about sums up the EU and our political elite.|
|The EU has elected MPs so that last comment was idiotic as well as off=topic.|