Alliance Pharma Share Discussion Threads

[lucky_punter] 09/12/2011 08:25

Alliance Pharma (LON:APH) is a defensive and cash-generative firm whose business model is misunderstood by the stock market. So says independent broker Investec Securities, in a research note on the pharmaceuticals business today.

[lucky_punter] 18/11/2011 11:59

Alliance Pharma (LON:APH) is "a stock for the times", broker Collins Stewart said in a research note today, explaining that it demonstrates solid underlying revenue growth with strong cash generation and a progressive dividend policy.

[haroldthegreat] 19/10/2011 14:25

prednisolone e/c dispensing is going down as the nhs tells gps to use the plain tablets. the 2.5mg which is the slower product is still being prescribed, although some gps are telling patients to split the plain 5mg tablet. the shares went down last year when they announced more competition for deltacortil and their generic tablet, it will be interesting to see what is said in the next results regarding their steroid sales

[aimshares] 03/10/2011 20:53

A big pharma will licence there drugs or will do a takeover of Verona pharma listed on Aim.

[2vdm] 07/9/2011 08:12

A good solid set of results. I thoight the huge drop in June was overdone, although I can't see us getting back to my 38p average in the same spectacular way. Still, it's good to see the company making its way steadily forwards.

[mazarin] 12/8/2011 09:11

It's taken just about a month since I topped up to wait for a steady rise and at last things have now started moving steadily in the right direction, this is particularly so since Nigel Wray etal have also taken the opportunity to increase their holdings, as announced this week. I find it very strange, however, that it takes 'high profile' investors to give others some encouragement and direction to actually point out what should be obvious for anyone who cared to look. I'm anticipating some positive 'news' soon from APH, particularly as we're close to the run up to Interim results. Not too long to wait now, so time will indeed tell.

[mazarin] 11/7/2011 18:05

I've taken recent share price weakness as an opportunity to further increase my holding. In my view, this should be around 37p or above, so currently @ 27.1p I consider, this has got to be 'a gift' and I really can't understand why others haven't followed suit and appear slow to snap it up. Interim results are due in September and thus far, APH has not disappointed us.

[cisk] 24/6/2011 14:07

Did anyone on the board go to the presentation yesterday? I watched the video (thanks for the link Aim_Trader). The message comes across very much business as usual, and that Deltacortril was really a 'blip' in that it delivered substantial earnings and should be treated as a one-off...

I think their strategy is sound and perhaps at these levels offer good value for the longer-term. Interesting comments about dividends and clearly they are on the lookout for the next deal.

Deltacortril and the CULS conversion have clearly had a -ve impact on the recent share price. Now the market has digested the competition to Delta and the CULS conversion is well progressed I hope we can make progress from here.

Don't forget John Dawson's stake is worth ~£12m so he has every interest in advancing the share price.

Cisk

[aim_trader] 24/6/2011 13:42

Alliance Pharma CEO John Dawson says fundamentals remain intact
Friday, June 24, 2011
John Dawson, CEO of Alliance Pharma (LON:APH), tells Proactive Investors that despite the drop in shares the company remains very much focussed on its original strategy of expansion and its progressive dividend policy. John talks about the acquisition opportunities in the areas where it operates.

[ceohunter] 24/6/2011 11:14

APH Presentation from last night's Proactive Investors Event:

[norbert colon] 17/6/2011 11:41

Guys

Just looking at APH and have been through the Annual Report and have a couple of concerns that i would welcome any comments:

- £15m long term debt (although reduced from last year)
- £4.1m interest / finance costs

Net earnings still significant so cant see these as an issue?

- Inventory risen from £2.2m to £4.5m since Jan 2009 (although in line with revenue increase) so also don't see an issue here?

Thoughts on the impact (Revenue / Profit) of known possible slow down in sales on Deltacortril?

Only forecasts for next year that I can find are

44m T/O
11m PBT
3.3p EPS

Any other thoughts on this?

[mazarin] 17/6/2011 10:08

Encouraging to see that Aviva increased its holding to 10% yesterday

[napoleon 14th] 02/6/2011 17:53

Fall overdone IMO, tho' this SCSW recommendation has in no way performed over the last 12 months. Boring!

[stegrego] 27/5/2011 12:56

I jumped first thing yesterday, as it looked like this drop was on the cards after that so so statement.

Im waiting for them to spend the cash they have and may get back in then if the price permits.

Good Luck.

[shauney2] 27/5/2011 11:48

Thanks maz.Looks like a backward step for a while after the trading update.

Perhaps Numis should have waited untill the agm.Great research!


Downgraded to hold.

[mazarin] 25/5/2011 09:45

Been quiet here lately, but came across this on another BB and although its a little late (over week old) posted here for anyone interested.

'FinnCap' has recently revised its forecasts for APH on the back of its strong 2010 report. The results have also triggered a target price increase by Numis, which reiterated its "buy" recommendation for APH and upped its target from 45 pence and 48 pence, representing a substantial premium to the current price of 34.25 pence.

FinnCap was a little more conservative, retaining its price target of 41 pence, however the broker upped its 2011 forecasts in response to the full year report.

The broker now expects to see revenues of £44.9 million, up from its previous projection of £43 million, while the 2011 operating profit and pre-tax profit forecasts have been raised from £12 million to £12.8 million and from £10 million to £10.8 million.

[shauney2] 16/4/2011 09:36

Thanks to haywards from bby board

Write up on APH in the below April Hardman and Co newsletter

[shauney2] 12/4/2011 08:23

And then again maybe i won't...!

Not sure what to make of the trade of 8million but looking positive for another leg up.

[napoleon 14th] 09/4/2011 12:06

This seems to have started to come right. All well and good.
I have one question, prompted by today's issue of SCSW.

In view of the Jap nuclear fallout, what do we make of this?:-

2010 was an "on-year" for the toxicology product supplied to the government.
It protects the thyroid gland during nuclear explosions & has sales of £5-6m over a cycle, which peaks every 2 & a half years; 2010 was a peak year."

So what about supplying the Japs with this product?
Might avoid a lot of illness.
___________

P.S. If you don't subscribe to SmallCompanyShareWatch, then maybe you should...!

[ibrahim1962] 23/3/2011 11:16

Alliance story out today