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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Alltracel PH. | AP. | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 13.82 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 13.82 | 13.82 |
| Top Posts |
|---|
Posted at 10/6/2008 11:40 by buywell2 What this share taught me is that 1.) It is wise to buy in a what is a good technical entry point chartwise. Plus 2.) Better if Director's have been buying at around that figure 3.) Small companies on AIM are very likely to get bought out just as they are about to go into profit 4.) The Healthcare/Pharma/li I have identified three such companies I believe AP. was a forth and thanks to buying when most were selling I am reasonably happy click |
Posted at 08/3/2008 14:19 by buywell2 The other thing that comes to mind re the HemCon offer is .....Alltracel were on the brink of doing a professional woundcare deal, I can name the company. I think HemCon became aware of this information at the time of negotiations with them on the military deal. I think if HemCon buy AP. then they will announce a major contract with a professional woundcare client within months of the buyout. I can also reveal that AP. is in late stage negotiations with P&G re the cosmaceutical skin care product using mdoc. I also predict that AP. will announce a CVH deal within months of the buyout. There is a company waiting to sign on the dotted line NOW. |
Posted at 07/3/2008 02:33 by alimo THe Bizplus article "Bloodied but Unbowed" everyone should read.It contains an accurate description of the company up to 0606, and an even better introduction to Tony Richardson who has been at the helm since the startup prior to going public in 2001; describing his dilemma of being held up by a poor performing SP, even when profits were in sight, and revenue growth despite being spectacular between 2003 and 2006, was regarded as underwhelming by the financial gurus/gnomes. I would agree wholeheartedly with him that the share price has been very disappointing. His plans for AP. are not a corner-shop EUR25m outfit; much greater is his vision for the company, see our Authorised Capital. I think he has done well considering he went public in the same year as 9/11 and then had to continue to steer AP. through the markets, following the Iraq War in 2003. He is the accountant that with hindsight, might wish that he had been able to delay the IPO till 2004, when turnover started to rocket. I'm sure the share price would be a lot higher, had he waited. But that's not how he and Gerard played the cards, and they needed the cash from us back in 2001 to get the SBF plasters up and running. So we small shareholders were essential to his way of thinking, back in 2001. Is that a reason for blaming us long term PI's for all AP. woes. So, something has happened since 0606 for Tony to rethink AP. into going private again, and ditching most of his private investors into the bargain. But he's not going to lose his Alltracel, is he. But we PI's are if his scheme is allowed to succeed. He even brought 4 institutions in, but how has he managed to get their votes to help him ditch us, when with them on board he could probably look forward to a re-rating without having to sell out to Hemcon? It's a mistery, isn't it? So Tony will still be at the helm of what he must consider is his company. Except, he brought in shareholders and now should be working for ALL of them, (and not for himself and Hemcon) and especially for all those who bought in at much higher SP's, and have held for the good times that are still to come. The deal with Hemcon isn't good enough, so how does he get us all to buy it? How does he manage to get ASPartners, AXAFramlington, Appian, Investec, on his side, because he will need all their shares to succeed? How can Gerard Brandon agree that this is a good deal, when he knows how much has been spent in getting the IP to its present marketable status? Sadly, I have to presume Tony and Gerard are still buddies, and Gerard's holding can maybe be relied on. But all of them put together still isn't 75%. So how does Tony sell the scheme to the rest of us? Do we all just doff our caps, bow our heads, shrug our shoulders with a touch to the forhead, and wave goodbye to our company. Surely a white knight can be found, that is willing to take AP. into the future. How does the deal with Convatec stand up, when Hemcon controls the nano deals. How are the Germans at Synpart reacting to this mega change, or did they know something. wes1, I'll try putting a mic to my phone, to see if I can record what ASPartners said. If that doesn't work I'll just have to try to write down everything. I got the impression that he might have been saying that they consider that the reasons for building up a holding of 13% have changed, because AP. are no longer the attractive microcap they thought they were. How do they make this kind of change in mind, after spending a whole year thinking otherwise? Are they all going to be of the same opinion? I thought institutions are made of stronger stuff than this. Pretty feeble eh? I'm NOT saying they have all been put together to help Tony pull off the deal for Hemcon. But it would make a good story line for a novel. The title could be "Who needs the pixies, with friends like these!" Why has a rights issue never been tried? So how do we get organised to hold on to the 25%. How do we get the directors to release the FYE figures, with an in depth statement about the developments. Do we need to be represented at the High Court hearing, and can the scheme be fought and squashed at that stage. |
Posted at 06/3/2008 13:51 by buywell2 At the last AGM Alltracel management made the following statement ....'' There is a company who Alltracel could sign a CVH deal with tommorrow if they so wished' Now one has to ask the question Why did the management of AP. not sign the deal ? The answer for me is two part Firstly I believe that Nick Hart who negotiated the HemCon deal on behalf of Alltracel was sounded out at that time of said negotiations regarding a possible buyout. Secondly if AP. had signed a CVH deal the share price of AP. would have surged which would not have suited the 14p offer price which has subsequently been engineered |
Posted at 25/2/2008 18:59 by alimo We should be trying to save the IP from going away to the USA just at the crutial breakthrough stage. This is an Irish company being gobbled up by Americans, who will likely spit AP. out as soon as they can take all they can get their hands on. I don't understand the directors saying that no other offers are forthcoming - that may be true when they kept everything quiet between 21/1 and 22/2, but how many third parties were given the opportunity. Tony O'Reilly is a great example of an Irish businessman - maybe he was that great rugby player as well? Surely he has several friends who would be known to several of our Irish shareholders, who could bring together a better deal than this, and save AP. for a larger future, in Ireland. What do our Czech friends have to say about the value of all their work to date!! Do you think Hemcon have turned the screws on Tony and Nick in some way. They must have known that the offer is derisory. They aren't daft, but hopefully we will be able to mount up to a considerable force to stop them and give a lesson on how to choose friends. AP. could still be one of the greats as was envisioned when they set the size of the Authorised Capital way back at the beginning, when GB was in charge. They must have had really big ideas for the company then. Is GB fully occupied in his new ventures, or could he be a white knight and come back with the friends he has made over the time he has been away. He had the skills to get all the SBF products on to the shelves all over Europe and beyond. Pity he got diverted away. Look what happened to Stagecoach when Brian Souter went away. Look how Stagecoach has been transformed when BS was brought back in. Would GB even consider getting back into harness to take AP. over the next hurdles. Sounds as though Tony and Nick may only be 'also rans' who weren't blessed with the same vision as the GB team at the beginning. Wes1 I hope you are still able to contact GB and ask if all he has learned about IT and the Internet over the last few years could be used to mount a direct retail sales division using the new products. |
Posted at 24/2/2008 15:52 by alimo The thing that really gets to me is the press reports given out by Hemcon, where they reckon it's all a done deal. They expect revenues to shoot up to $100 - well that must be coming principally from AP. because Hemcons revenue was only $40m in 2007 + AP.'s The Portland Journal had just a wee bit more to say To execute and broker the deal, HemCon formed a wholly owned subsidiary called Castlerise Investments Limited. The structure offered tax advantages for HemCon, company officials said. Alltracel will be a wholly owned subsidiary of HemCon following the acquisition, maintaining its headquarters in Dublin. The two companies started doing business together about one year ago. Acquisition talks started soon after. Founded in 2001, HemCon created a new type of bandage -- made from material extracted from shrimp shells called chitosan -- that bonds to even the most severe wounds within minutes of being applied. The company has reaped millions in military contracts, but is making a strong push into the civilian medical market in the U.S. and abroad. The company recently released an over-the-counter version of its bandages that it has distributed to more than 1,000 retail locations, including grocery stores and pharmacies. HemCon has 110 workers and reported $24 million in revenue in 2006, up 100 percent from 2005. It reported just shy of $40 million in 2007. HemCon President John Morgan said the recent tightening of credit markets made it somewhat challenging to obtain financing for the deal. "It's a conservative credit environment, and we had to deal with that," Morgan said. As you see, a done deal, which does NOT tie in with the statement our directors issued on 21st Jan 2007. They knew the offer was 14p by then and should have told us. The whole of the world would have bought AP. at 9.25 if proper disclosure had been made in that statement. But our directors chose to conceal this info to deliberately prevent the share price from rocketing up, and by doing so they have manipulated the SP, which is MAD practice, and I presume they will be answerable to the FSA. Suggest you email the FSA to make this complaint - for starters. When they make enquiries they have powers to investigate all the dealings of 2007, so let's get them interested. |
Posted at 26/1/2008 14:58 by buywell2 The next set of results should show the old AP. business with a revenue of around 22m euro as some HemCon monies will be includedHere is the last interims Interim Results Interim Results for the six months ended 30 June 2007 2007 First Half (H1 2007) Financial Highlights: Last years profitability growth continues into the first half of 2007. Operating profit of 387k versus 71k in H1 2006 EBITDA of 592k versus 360k in H1 2006 Gross margin increased to 40% versus 36% in H1 2006 Revenue of 10.1M versus 9.5M in H1 2006 Closing cash balance of 2.3M Synpart will be adding 3.5m euros to this figure so I expext AP. to post around 25m euro a 25% increase on last year and also a reasonable maiden yearly profit of possibly around 1m euro Now at friday share price closing the market cap in euros is 17,810,000.00 GBP = 24,039,047.28 EUR So assuming Alltracel make 1m euro profit in a matter of around 8 weeks we would be seeing AP. trading on a P/E of around 24 at friday SP Is it any wonder that the sharks are circling ? AMS when they announced a maiden profit traded at a P/E of around 55 they trade now at around a P/E of 45 In 2008 with additional revenues coming on stream from Synpart merger plus HemCon plus oral care developments and the rest , it is not a big stretch to see profits easily doubling to 2m euros ie AP. is trading today on a forward P/E of 12 for 2008 AMS share price tripled in the year following it's maiden profit announcement I see no reason why AP. can't eclipse this Do you want to sell this company ? |
Posted at 26/1/2008 14:47 by buywell2 .............. Getting value for shareholders in Alltracel ................I think it would be circa 85% certain to say that the buyer will turn out to be one of AP.'s existing sponsers/partners. However as I have said to sell the WHOLE of AP. to a single business unit sponser/partner does NOT obtain best value for shareholders. I propose the following shining path to a rightious and just reward for those true followers of this share, 1. Identify the buyer 2. Identify the business unit in which he is the sponser/partner of AP. 3. Negotiate a fair value for this unit ONLY If this can not be found then I recommend the following action, which could be taken anyway with the Healthcare unit which has HemCon now on board 4. Split this unit from AP. with designated management 5. Float this business on the stock exchange I don't see any reason why this methodology could not be followed with each business unit once licence deals where in place with the sponser/partner concerned If somebody can shoot this down .... fire away If somebody can expand on it please do If this can't be done I do not want AP. sold If the buyer is one of our sponsers then they must know something that makes AP. look a juicy plum Lets keep it and reap the benefits in a year or so when the share price could like AMS triple from 9p and be 27p plus |
Posted at 25/1/2008 15:21 by alimo AP.+AMS = I don't think so, because I think it is still too small to fund the developments. If the Directors are at the stage where the developing products are really attracting attention from the guys they are in pilot stages with, then look bigger. Who's the company that owns ConvaTec I think they are pretty big and could probably be very interested in marketing all our IP. Three barrel name, yeh, Bristol-Myers Squib, now they would be a perfect match. Presently ConvaTec use silver as the microbial in their dressings, but could use M-doc(much cheaper). Also will be very interested in the Nanospider dressings. AP. products would widen their woundcare product range. B-MS could be very interested in the rest of the IP, and would continue the R&D into the fields of immunology and oncology, as well as the known CVH, cosmaceuticals and Oralcare. Maybe a look at both their websites would let you see how AP. would be a good fit. So then what about the deal? Obviously AP. could be bought outright with the sort of dough B-MS has up it's sleave - 100p to them would still be just chicken feed. It's the cash/shares thing that would need careful thought. Their shares came down from the $70/80 level about 5years ago and have been hovering around the $20/30 range since then. Trouble with the US$ is that there are guys saying that the dollar may drop to 2.5 to the GBP, way down the line. Why B-MS have been languishing at the 20/30 level for 5 years, I don't know, but if they are waiting to push on up with AP. intellectual property stoking their engines, then shares might still be a good investment. But many advisers say stay away from US equities for now. So like you lot, I'm just guessing, but I think B-MS would want all of AP., not just the bits. So if they are the ones that want us, they will want all the secrecy and a done deal that will be attractive to ALL our shareholders including us small shareholders who hold much more than 50% just now. However we need to have nerves of steel if we are going to extract over 50p a share. The offer of 25p might come in, which is very juicy to many who bought at between 10 and 15p, and many will sell. Probably many of you also, but remember they need to get over 50% or even more, to close the deal, and that means we small yins have still got major bargaining power. What I don't know, is if there are rules about the Directors selling more of the (is it?) Authorised Share Capital to B-MS so that the then big shareholders would hold more than the 50 or 60%+ that is needed. This may be a load of twaddle, but it's just another maybe! Hope you enjoyed the read. |
Posted at 25/1/2008 11:24 by buywell2 I posted a few months back that AP. were going to buy an oral care company which would allow AP. to bring a technology based product to the market.The last TU now mentions this I can also say that the development of this product has been carried out to satisfy the requirements of a major company who AP. have been doing business with so revenue from this should soon follow i believe It is therefore not unreasonable to sssume that it might even be an oral company who are sniffing after AP. |
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