Al Noor Share Discussion Threads

[gucci] 01/10/2015 13:18

Let's hope it breaks out here
Will then see 980 sharpish

[cyman] 08/9/2015 23:45

Dear Me what's going on here. added this to my watch list after the bald scoundrel of tip sheets added it to his fictitious portfolio in the spring at 997 and it certainly is not going well. I assume like all of his losing trades he never mentioned it again! but if it rises to 14 quid he will suddenly post an article saying 'website profits of £2676 but real profits over ten times that'

[gucci] 12/8/2015 12:26

What's happened here today?

[itchycrack] 03/8/2015 09:59

Yep, I'm in, have been for a while, just nothing to say.

[yet another final] 02/8/2015 11:38

deathly silent!!!
No PI's onboard?

[gucci] 03/6/2015 15:18

finally broken out

[gucci] 22/5/2015 13:53

nearly there now

[gucci] 18/5/2015 16:33

nice rise today
lets hope it continues to 1000p

[dlku] 15/5/2015 14:34

Supersonic

[dlku] 15/5/2015 14:20

oh no its the adminoid

[admin900] 15/5/2015 13:45

Is any of you know when april divided to be paid?

[tjbird] 15/5/2015 13:44

Its a bird, an eagle soaring

[tjbird] 15/5/2015 13:22

Should be £10 now, this is so good Added

[tjbird] 15/5/2015 11:34

Bought some of these beauties

[itchycrack] 13/5/2015 10:03

Took a starter position this morning.

[futurdoc] 12/5/2015 23:16

Of course Aishahq, ANH is still growing albeit at a slower rate than in previous year and slower than the market expected.

Yes that would be interesting, using their cash pile and making an EPS enhancing acquisition would be exciting. Just how they don't slaught their balance sheet to do so if they do so. I will be surprised if such a deal is done without a CFO though.

We shall see what unfolds.

[pyemckay] 12/5/2015 17:58

greta synopsis doc. interims will shed more light on situation

[futurdoc] 12/5/2015 16:52

I had been watching this and NMC since Jan, ANH more closely as I felt it was the better company of the two (better margins, debt free) but the share prices since tell a different story!

The director speak has changed from UAE has one of fastest growing healthcare markets etc to we're watching our competitors etc. Revenue growth has slowed from 24% Y on Y(Q1'13 to Q1 14) to 11.9% (Q1'14 to Q1'15) margins are thankfully stable after slipping last year. EPS was downgraded recently from 58p to 54p.

The number of physicians (previously an important KPI) at quarter end wasn't reported. Concerning as this is the past has been a good proxy for growth.

CEO and now CFO have left in the last 12 months. New Chief medical officer too. Large shareholders sold out completely in the last month too.

No wonder the share price has reacted soo poorly. Overall, I'm cautious and I will await the interim numbers before making a decision.

£7.00 (PE 13, 54p EPS) would interest me, as that would provide some margin of safety against further falls. But then again, the forecast EPS could drop further.

We shall see.

[pyemckay] 12/5/2015 11:19

The increased competition is at the least a pre curser to slower growth and most possibly a reduction in broker concencus.

I would be a buyer somewhere near 750 as the chart is awful and newsflow isnt supporting it.

[aishahq] 12/5/2015 10:43

FD going not helping matters for sure. And they keep alluding to increased competition which worries me as I hope it's not a pre-cursor to a shortfall in forecast profits. We have already been told margins are down and capacity at Khalifa is reduced due to refurbishment which is having some negative impact. Hopeful of a floor at £8. If not, next support c730p. If it gets there, that would be a great buying opportunity imo. Esp with the good level of cash it has.

[itchycrack] 12/5/2015 10:06

Around 800p should be the floor unless the market collapses, as I think I said months ago now.

[its the oxman] 12/5/2015 09:48

Update looked ok I think. Not sure what was expected, but FD going could of spooked the market. Next results may be needed to reassure before the shares find a floor.

[aishahq] 06/5/2015 16:42

Short doing nicely so far Eastbourne1982. Can't see any support until £8.