||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Alliance Pharma Share Discussion Threads
Showing 1326 to 1349 of 1350 messages
|i bought this at 45 based on TA and Fundamentals. what are the Target for APH esp moving up to results. They have clearly stated that it's a transformational business with the recent acquisition.|
|I bought in about a month ago. Why the tick up now?|
|Glad to see this ticking up now.|
|I bought in last week. Very pleased, seems to be trending up nicely|
|IG have increased the initial margin on APH from 25% to 50% today , I can't see any bad news in the media, am I missing something ? dodgy AIM oilers have less of a margin than that.|
|I haven't seen the Hardman report gamwah, so thanks for posting it. Well worth a read for anybody considering investing here.|
|Been looking at this for a while, I have gone in today. I found this doc from April, here is a link if interested not sure if its been posted before....
|Large descending triangle consolidation. Market reaction could unleash some momentum. Given the results, you would think its to the upside.|
|Good RNS. APH seems to have absorbed Sinclair well and we will know more when results finalised/published. Nice staedy compamy with mngt appearing to know what they are doing. Glad to hear that the Brexit vote unlikely to have negative impact on sales. Have topped up as I think this will reward us in the long run|
|Interesting - just looked at the annual report and in particular page 6:
Following the Sinclair acquisition,
we now have a substantially larger
international footprint. Previously,
we made approximately 80% of our
sales in the UK. Now, the split is
broadly 50% UK, 25% Western
Europe excluding UK, and 25% Rest
Should already/soon be benefiting from the falling pound.|
|mazarin> BUT a large part of the growth plan was based on expansion into ~Europe. (from memory) so I would expect strong headwinds in this area.
Could be that hhey were blue yeaterday as part of the general pharma resilence - GSK was a big (relativly) winner as were AZN and Shire.|
|APH, yesterday's "lone Riser" amidst a sea of red.|
|Nice article in the Investors Chronicle this week. Double bottom on the chart. Solid business. Waiting for momentum.|
|Nice solid announcement at the AGM this a.m.-
"The year has started well. The Alliance business and the recently acquired Sinclair Healthcare Products business together generated revenues of GBP30.5 million for the first four months of 2016, which is in line with the Board's expectations.
"Kelo-Cote(TM), our scar reduction product from the Sinclair portfolio, is now our largest-selling brand. Its sales of GBP3.0 million in the first four months of 2016 were in line with forecast. Hydromol(TM), the largest selling brand in the Alliance product range, continued to grow well with sales in the first four months of the year up 7% on the same period in the prior year. The UK consumer healthcare business also continues to develop well, with sales of GBP2.9 million up 20% on the same period last year, driven by strong growth of Ashton and Parsons(TM) and Macushield(TM), which was acquired in February 2015.
"The key activity of combining the two organisations is underway. We are in the process of integrating the Sinclair products under the Alliance name and of aligning the operational capabilities of the enlarged company; both projects are progressing to plan.
"We look forward to the year ahead with confidence."
Roll on more news.|
|Good steady rise at the moment|
|Robbie Burns (NT) has bought back in this week giving it a bit of publicity on his blog|
|Agree. It's important as the company is now carrying significant loan 70m, o profit/debt ratio/gearing important|
|I will wait to see how this Sinclair acquisition is absorbed into the business before adding to my existing holding.|
I just think investors are impatient. Cash flow has reduced due to acquisition, debt levels were known about and lypsyl / Ashton and Parsons income was relatively small beer anyway. That said, you are correct - Mr Market doesn't like it but no need to listen to Mr Market anyway.
Personally a core holding for me - given time will be a significant business.
I will look to continue to add based on any valuation anomalies over the next 12 months.
All the best|
|Clearly there are some who are disappointed with elements contained in today's results. Possibly ".....2015 free cash flow reduced to GBP6.3m (2014: GBP10.3m)", an increase in debt incurred to finance Sinclair acquisition and lower than anticipated sales of Kelo-stretch(TM) that was expected to be a key growth brand, despite extensive promotional activities....? The overriding message, however, is promising with a 10% increase of dividend and profitability.|
|Video interview with John Dawson
John Dawson, chief executive of Alliance Pharma PLC (LON:APH), tells Proactive Investors that the recent acquisition of the Sinclair Healthcare Products Business has had a “transformational” effect on the business.
He says the deal doubles Alliance’s sales, profits, and market capitalisation, adding that the company is now “in a place that we can bid for other opportunities in the future”.
Dawson goes on to say it also gives the company a “much stronger presence across the top five EU countries,” as well as in China and South East Asia.
Alliance reported robust final statement for the year ended 31 December 2015 on Thursday, with revenue up 11% to £48.3mln, compared to £43.5mln the previous year.|
|Hardman research report issued this morning looks good, although I do not see a revised target price. I've now added some more.|
|Encouraging to see those large buys going through this morning!|