Anpario Share Discussion Threads

[nivison] 15/1/2016 15:22

This does seem a bit over the top. I can understand that his leaving is not a great sign, it does imply that there isn't any major corporate activity on the horizon, just (hopefully) steady as she goes business as usual. Hopefully he just got a bit bored. We'll see what transpires, focus on the fundamentals, still seems a good bet to me despite this bump in the road. If this wasn't already my biggest holding I might view this as a buying opportunity.

[tailgunner2] 15/1/2016 13:31

A wee "we know no reason " RNS might be prudent right about now

[spekky] 15/1/2016 13:02

Well I would understand this if Bullen was leaving in haste,but he's not,so let's see what transpires.Volume is not worth this drop.On the upside the dividend looks more attractive at these levels (assuming it increases this year).

[lancasterbomber] 15/1/2016 12:38

Well it's getting silly now

[soundbuy] 13/1/2016 16:40

Looks like support @310p, though took a small maiden stake in dying minutes...

[tailgunner2] 13/1/2016 13:36

Jings...... Wish they hadn't told us now..... Chopping 25p off us does seem a bit excessive on someone leaving..... an he ain't going till July

[spekky] 13/1/2016 12:09

Keyno ....thanks for the info.

Good luck to David Bullen (see news) departing in July.Presumably a significant salary saving for next year.
On a general note I believe the company should benefit from the low oil price,I remember them referencing the high price of oil as a significant input cost.

[keyno] 10/1/2016 11:56

John Lee said in this weekend's FT he topped up on ANP.

[spekky] 16/12/2015 14:36

So do I,in reality its early days still and they have already got Tyson foods interested.Farmers and food producers need to realise it's the end for antibiotics being used as growth promoters.I'm sure strong legislation will come.

[truffle] 16/12/2015 13:26

I agree with that.

[nivison] 16/12/2015 13:02

Time to focus on the fundamentals do your sums and ask the questions - how much is it worth and where's the growth?

No debt, about £8 million in the bank, generating cash, operating in growth markets, managed conservatively, own their own HQ.

A lot of positives here.

[truffle] 16/12/2015 11:20

Hardly surprising.
The market overall has been under considerable pressure for some time and there will be investors who realise they are sitting on a decent profit in Anpario and are taking some of it. It doesn't mean there is necessarily anything wrong with the company or its performance. In fact it has only fallen a bit from recent new highs.

[tailgunner2] 16/12/2015 10:01

And again!!!!!

[tailgunner2] 15/12/2015 15:58

What's going on??...... They are nipping 2.5p off us daily for no reason whatsoever as far as I can see..... 3rd day in trot now.... Annoying to say least

[woodcutter] 28/11/2015 15:08

Davidosh...... my concerns lie with the influence that PS has on his wider readership and impact his blog may have on share price movements as a direct result of those followers buying/selling on his recommendation and his own positions. Notwithstanding if you're going to place yourself in a postion of providing share tips (and that's what they are despite the protestations to the contrary)then you must expect criticism if you're not declaring your positions. How do we know there's no market manipulation. I have to trust your judgement that he's saintly and holier than thou, having never met the chap i'm not in a position to make that judgement.

Suppose i asked you to give me £50k of your hard earned money to invest on your behalf having never met me. And suppose you'd read a few of the columns I'd written in a newspaper and i seemed like a nice chap. Would you do pass over the funds?

In my view there are occasions when his blog over steps the mark between objective opinion and implicit recommendation but that's a matter of opinion and we'd all see it differently. Anyone who posts on these boards by virtue of what they post is in effect making a suggestive recommendation to buy, sell or hold a particular stock. The major difference is we are not writing a column for a financial website neither are we holding ourselves up as the webs #1 small cap blogger or however paul puts it on the web page. Ego can be a very dangerous trait and come back to bite you.

For the record i actually find his blog of interest and i'm sure he's a decent enough chap as you're not the first to suggest so. That doesn't prevent him from taking advantage of his position, even if he chooses not to.

As for my own newsletter, the circulation is limited to those who have requested to follow my trading and those for whom i manage their portfolio which is largely my wider family and a number of close friends. Perhaps i neglected to point out that i manage their portfolios, my apologies. They are fully aware of the portfolio holdings and why i make my buy and sell decisions. This is a completely private portfolio and has no relevance to the debate.

Generally speaking i declare all my trades on these boards including those that go against me from time to time. And i'd like to think i do it without resorting to language which could be construed as manipulative.

I have no problem accepting criticism of my positions or thinking. Indeed you have just made such a comment which i respectfuly accept. Equally i feel i have the right to make the same points with due respect.

Taking aside the fact that he seems a very nice chap the manner in which Paul operates lacks clarity indeed it's quite opaque which leaves him very much open to criticism.

End of rant!

woody

[spekky] 19/11/2015 19:59

Also interesting to see antibiotic resistance in the news again,and it was highlighting how much antibiotics are given to pigs/cattle......Anpario products will become increasingly relevant.

[truffle] 19/11/2015 09:47

This may have been tipped somewhere, although not seen anything. There has been a series of relatively small buys going through in the past week or two, many at around 3.50/3.55, so not surprised the price has been ticking up during that time. Could test new highs of around 3.60 soon.

[davidosh] 15/11/2015 13:21

Woodcutter....just for the record I think it is a little hypocritical if you question Paul Scott about not having his full portfolio available to view and claiming he has a following and influences share prioes whilst saying that you provide yours but only to family and friends !

Paul is an incredibly open and honest guy with immense integrity and works really hard to provide free analytical information based on his own assessment of a company based mainly on their accounts and forecasts in the market.

If he has a strong following it is because he generally gets things right more often than wrong and yes he does make some mistakes. I think if readers use his assessment as a base for further research and question management as I like to do then they will be rewarded in the long term.

I hold Anpario and have done for five years having met management and had them present at my mello Central event about three years ago.

[cerrito] 14/11/2015 18:05

I thought of my holding in ANP when I read this in today's Lex though I understand there is limited read across
quote


Sea lice. Fowl pox. Swine fever. Foot-and-mouth. Animal diseases often take prosaic names. This does not make them cheap to treat. Animal health is a $24bn-a-year business, and growing, driven by higher meat consumption and a middle class that loves its pets. And the industry is set to consolidate.
As a business, selling drugs to cows and pigs has much to recommend it over pushing them on people. The product approval process is faster. Selling relationships are usually direct with customers. Insurers and governments stay mostly out of the way. There is relatively limited overlap, in science or marketing, between human and animal pharma, though. Many big pharma groups own animal health units of substantial absolute size — but typically making up less than 10 per cent of these massive companies’ sales. Pfizer split off its animal health business, Zoetis, in 2013; since then, shares in the offspring are up 50 per cent. Novartis sold its unit to Eli Lilly this year. Now Sanofi — run by a former Pfizer executive — has said it may sell Merial, its animal health unit. Merial had sales of €2.1bn in 2014, 6 per cent of the group total.
More


Based on the price paid to Novartis, Merial could be worth more than $8bn. Possible buyers include Zoetis and pharma groups that still have animal health divisions: Lilly, Bayer and possibly Boehringer Ingelheim, which is privately held. Any tie-up combining two top players may, however, attract regulatory scrutiny.
For this reason, mid-tier players may yet find themselves targets for big pharma groups that have decided to double down rather than exit. Merck & Co on Friday said it would buy Harrisvaccines, a private US group, while Zoetis recently acquired aquaculture specialist Pharmac from Permira for $765m. Quoted companies in the sector include Vetoquinol, Virbac and Ceva (all French), the UK’s Dechra and Phibro Animal Health of the US. Oink, oink.
Email the Lex team at [e-mail]

[spekky] 23/10/2015 11:39

[...]

Don't know how I missed this video but the key thing is that Richard confirms they have supplied Tyson Foods in USA.......that will be a big KERCHING fingers crossed.

Edit.......I see my link is blocked...........here's another.



About 5'30" in for the Tyson ref (for the impatient viewers)

[spekky] 22/10/2015 13:51

I wonder if naming and shaming Subway in this article led to its declaration in my previous post.

[spekky] 20/10/2015 19:21

Another pretty big step in the right direction,when it becomes clear this HAS to be the right way,our investment will eventually be backed by strong legislation.

[spekky] 09/10/2015 14:19

I'm sure little Anpario is well under the radar but you never know.