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Alliance Pharma Share Discussion Threads
Showing 1301 to 1324 of 1325 messages
|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!|
|Had a little 'nibble' this morning..if it's good enough for Slater.....
An article looking at 3 small caps held by Mark Slater, including APH
|Hi guys, another holder, quietly watching and seeing events unfold. Excellent week. Stake building continues. Not very liquid stock and the trend looking good too! :0) All the best.|
|Still one of my bigger holdings. Strength noted over recent days.|
|Yup Pimpernel4.....they're 49p (fraction over now) bid in big size. Always interesting when the general mkt is getting smashed and it doesn't put the buyer(s) off. Bodes well...|
|Anyone else still out there? This has been popping in and out of auction over the past week or so, now back up at 50p. There seems to be some quiet stake-building going on.|
|River and Mercantile Asset Management now on board with 24m shares. Looks like the deal with Sinclair is going down well out there.|
TOP 10 PICKS FOR 2016
We always like to include something from the junior market, so step forward Alliance Pharma (43p). The niche healthcare business is about as safe as it gets on the AIM, it even pays a dividend. It has a strategy of snapping up products that are no longer priorities for big pharma, and its recent £132m purchase of Sinclair IS Pharma's dermatology business is seen by City investors as a big step up, with the company entering the US and Asia Pacific for the first time. Its track record is very solid and the shares are some way off the highs recorded earlier last year. We think it can be a winner in 2016.|
|APH was tipped in the Independent at the weekend - one of their top 10 picks for the year ahead...|
|Its looking more likely that we'll soon all be able to buy at 41p....!|
|Mazarin. It may be due to the extra dilution caused by Numis exercising its option to buy more shares at 41p - see yesterday's RNS. Presumably they will now offload these at anything above 41p.|
|Seems like Slater have significantly increased their holding as part of the placing.|
|my thoughts are that the seller, sinclair pharma, were not in a great place with the whole of their business and the board would have been able to do a very smart deal. I am not a lover of sinclair and they have dressed this sale up to look like they want to concentrate on other parts of the business. They have been trying to sell the whole business for over a year following a "strategic review" ( which one could intreperate as we are not doing too well and cash is tight) and they only recently put all their businesses together in last few years through mergers and acquisitions so why now sell major part of it. Coupled to that we are raising a lot of money for the size of our business and this would only be possible if institutions were on side and liked the deal, they would hear more detail about it at the fund raise than us mere shareholders, so that is a big big plus. all IMO|
|Was just thinking the same BM after checking in. Since the brief dip to 44, it has been steadily building and holding above 50 now. I'd say that is a pretty good vote of confidence so far. Some big trades today.|
|Market seems to like this, the price is pretty good considering the placing price.|