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Alliance Pharma Share Chat - APH

Share Name Share Symbol Market Type Share ISIN Share Description
Alliance Pharma LSE:APH London Ordinary Share GB0031030819 ORD 1P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.25 +2.23% 57.25 56.50 58.00 57.25 56.00 56.00 159,541 09:11:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 43.5 10.2 3.2 18.1 151.25

Alliance Pharma Share Discussion Threads

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Clearly some top-slicing going on over the past week or so, but those larger buys returning today indicate a healthy appetite remains for APH shares at these levels.pimpernel4
RNS - interims confirmed for 9th September (a day earlier than last year!). Michael, thanks for post 611 above. I suspect your last paragraph is indeed the case as regards the rise in the share price, i.e simply that sellers have completed their disposals and prospects have brightened - plus the possibility of further (and larger) acquisitions.rivaldo
Michael - Thanks for posting feed back on JD's Presentation. Incidentally, I totally agree with Cisk's summary of the present situation. Its possible to gain some 'insight' into what 'managment' may know or don't know from transactions by conducted by Tony Booley (Sales & Marketing Director) and his wife who sold total 2.1 million APH shares on 23/06/15 @ av. 37p. Assuming that if he'd had the slightest inkling of any reason for the latest surge in the share price they would surely have postponed the decision 'to sell' for a few weeks longer. For the record see: http://tinyurl.com/pkeyf6w Had they sold last Monday, they would have been better off to the tune of £50,400 (£0.24 x 2.1million) unless timing was constrained by Financial regulationsmazarin
My bad - thanks Michael.pimpernel4
Pimpernel - Unfortunately I could not attend, it was Michael who attended...cisk
Thanks Michael for posting your notes - appreciated.norbert colon
Thanks Cisk. Much appreciated feedback from someone there last night.pimpernel4
Michael, many thanks for the excellent précis. It really chimes with my earlier posts as to what's behind the share price rise - i.e. no specific reason but a combination of favourable factors. I've seen JD present - and had lengthy post-presentation conversations a handful of times and he's always refreshing, affable, to the point and cautiously optimistic. I suspect the share price got ahead of itself a little; and suspect we'll see a decline to late 40s / early 50s with no acquisition news. Regardless, it's a great company with solid prospects and one to tuck away. Thanks again.cisk
Attended this evening's Shares Magazine presentation by John Dawson. His input was about the company in general with no new financial information. His figures were taken from the 2014 annual results so I won't rehash them - they are all in the annual report. He was obviously constrained about revealing new information by the impending interim results in early September. [So, a strange time to do the presentation?] The Q&A were interesting [but not surprising for those of us who have heard JD speak in the past] :- * APH has facilities of £18m approved and available for purchases * any acquisitions will be established products with no marketing risk * before a product is bought in there is a very extensive due diligence process to try and ensure that there has been no cooking of the books by the vendor * there is no R&D spend because APH doesn't do R&D but they do spend extensively on promotion [within limits that do not damage profitability] * It is capitalism when a company is bought because it has a higher break-up value than it's cost. APH would rely on shareholders perception of future prospects to ward off any approach * JD knows of nothing driving the recent rise in the share price. Suggested that the company had treaded water and faced headwinds over the past 3 or 4 years resulting in nervousness amongst investors. He thought that there was now a perception that the headwinds had abated leading to the rise in share price. There had been a number of very large purchases recently.michaelmcandrew
Possible rns tomorrow then?cezary
APH are presenting tonight in LondonCan't remember the full detsilslittle minx
123, I didn't really expect a RNS on the day John is presenting, it's just coincidence. As for the rise, who knows. As I've said on here before, Robbie Burns (Naked Trader) buying in will undoubtedly have helped the price, as he has quite a following. Also, APH has quite steady (and predictable) cashflow and has been able to pay down debt. Given the tumultuous times at the moment, these qualities cannot be overlooked by the market. Also I suspect that deal(s) are in the offing - but they are always looking at deals. Finally, the existing product mix has a couple of potential stars that are branded - rather than generic. I've mentioned before the pent-up demand for Ashford & Parsons baby food, until recently that has been massively constrained. There's plenty of scope to export that product outside of the UK - e.g. to China - despite their economic woes there's plenty of demand for such a product. Also Lypsol - again a well-respected brand that could be revitalised. And immucyst starting production again - and of course there may be possibility of clawing back lost profits from the manufacturing closure. All this is just conjecture of course - will the stock go up or down after John's presentation - who knows - he'll be limited as to what he can say of course.cisk
No RNS, so it appears I was wrong and this is just a re-rating of the shares. If so, 60p feels a bit toppy to me unless the interim results on 9 Sept come in with something which the pre-close statement didn't hint at. In view of the upcoming interims, John Dawson will have to be careful what he says at the Shares Investor Evening tonight; if anyone goes, please report back.123prezzie
Pimp. Like Wray, but without so many zeroes on the end, I have been building my position over the years. Nevertheless I've top sliced. If it goes up further, that's great; if it goes back to 40p, I can buy back in and sit patiently again.123prezzie
Indeed, as far as I know, Wray has been building his position (14% of the company I think) patiently over the years. Perhaps someone (him) took a bit of profit there (who can blame them at these prices) but I too believe his main stake is a reflection of his longer term belief in the management and prospects here. Interesting couple of days ahead for sure.pimpernel4
Always thought Wray was more of a longer term holderLet's see where this goes after the presentationlittle minx
Pimp/Little M. There is always the possibility that there is a 650k seller, Nigel Wray for example. There are about 30 shareholders (excluding insiders) with this quantity or more. I'm more interested in the buyer. John Dawson is due to give his presentation to Shares Magazine Investors Evening on Weds at 18.30. If there isn't an RNS Tues or Weds 7am its going to make life a bit difficult for him as everyone will want to know what's happening.123prezzie
I wondered if one was a rollover but then thought an order that size would take a few days to fillA little surprised not up a little morelittle minx
What do we make of those 650,000 buys there? Never seen so many at that size for APH. Wonder if there are any more to come. Interesting afternoon here.pimpernel4
This is getting ridiculous. Over 50% rise in 6 weeks needs a comment from the Company. If there was nothing going on, then surely they would already have said so? Wrapping up the final details?? What is dlku doing here, ramping EMR?123prezzie
EMR ready to popdlku
Buys out-weighing the few sells even here above 60p. Interesting thoughts there 123 which all make sense. Won't be long before news one can suspect.pimpernel4
Yes, it is interesting for a company like APH to show such a sharp movement; the p/e is now about 17 and the PEG 3.3 We can consider - Better results coming through. Not likely because we have only just had the pre-close update and there was nothing exciting. - An acquisition coming along. Quite likely, but it's got to be something pretty unusual to have this effect. - Shortage of stock. Maybe, but no-one is going to pay 60p unless they have a good reason. - Sheer speculation. Again, maybe, but you would expect to see more activity on this b/b. - A bid/reverse takeover coming along. Whilst the p/e ratio may be fairly high, free cash flow should be worth quite a lot. Also, John Dawson will be reaching the stage where £20m plus in the bank can't be rejected out of hand. With a presentation due on 12th August, I wouldn't be surprised if there was an RNS before then. As a patient investor (first bought the loan stock in about 2005)I would prefer them to stay independent but......!123prezzie
Riv Clearly something going on here. Very intrigued and looking forward to some confirmatory news. APH are presenting to investors next week (12th) so I will be pleased to hear what comes out of that from John Dawson or the BoD.norbert colon
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