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BMK Benchmark Holdings Plc

45.65
0.00 (0.00%)
19 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Benchmark Holdings Plc LSE:BMK London Ordinary Share GB00BGHPT808 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 45.65 44.40 46.90 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Pharmaceutical Preparations 169.74M -23.15M -0.0313 -14.19 328.27M
Benchmark Holdings Plc is listed in the Pharmaceutical Preparations sector of the London Stock Exchange with ticker BMK. The last closing price for Benchmark was 45.65p. Over the last year, Benchmark shares have traded in a share price range of 33.80p to 48.00p.

Benchmark currently has 739,352,390 shares in issue. The market capitalisation of Benchmark is £328.27 million. Benchmark has a price to earnings ratio (PE ratio) of -14.19.

Benchmark Share Discussion Threads

Showing 1076 to 1093 of 1100 messages
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older
DateSubjectAuthorDiscuss
21/2/2024
16:07
Q1 Results - Investor Presentation video recording - 15 February 2024

Trond Williksen, CEO, and Septima Maguire, CFO of Benchmark Holdings hosted an Investor Presentation following publication of their Q1 results for the period to 31 Dec 2023. Revenues were £40.5m for the quarter, 26% below a particularly strong Q1 FY23, but 11% above Q4 FY23, maintaining quarterly momentum.

In Genetics, management discussed solid performance in the core salmon business and progress in growth vectors. In Advanced Nutrition, the company posted strong performance in Europe and in the Health division significant steps have been taken to transition to new business model for Ectosan® Vet and CleanTreat®.

Watch the full presentation for more details on period highlights and operational performance per division, including a Financial overview and an update on Outlook. The video has been divided into chapters, as below:
0:00:03 Introduction
0:00:36 Overview of Q1 & period highlights
0:05:40 Operational Update - Genetics
0:13:28 Operational Update - Advanced Nutrition
0:17:47 Operational Update - Health
0:23:46 Financial Update
0:30:26 Outlook
0:33:23 Questions & Answers

Link to video:

edmonda
05/12/2023
20:27
I suspect it's worth more than that Ed. JNE is the price setter? Interesting he has joined the board
newbold120
05/12/2023
09:42
Investor Presentation video recording - 29 November 2023 (FY Results webinar)

The management of Benchmark Holdings discussed revenue growth and improved profitability for the full year. They touched on the focus they've put into turning around the genetics business in Chile, alongside ameliorating the capital cost of running the CleanTreat boats and driving further take up of Ectosan. The team also provided a detailed financial update, commentary on the 2024 outlook, and answered a range of questions submitted by viewers.

Benchmark Holdings plc is an aquaculture biotechnology company and the presenters are Trond Williksen, CEO, and Septima Maguire, CFO.

The full video has been divided into chapters, as below:
0:00:42 Highlights of FY / Q4
0:08:44 Operational Update: Genetics
0:15:05 Operational Update: Advanced Nutrition
0:17:33 Operational Update: Health
0:21:31 Financial Update
0:33:00 Outlook 2024 & summary of Benchmark
0:39:39 Questions & Answers

Link to video:

edmonda
01/12/2023
12:42
"FY23 results: consolidation and cash generation" (new report now available)

Link to note:


For the year to 30 September 2023, Benchmark Holdings reported revenue FY23 of £169.6m, +7.5%YoY (currency adjusted +7%YoY) which was 0.7% below our outlook, and adjusted EBITDA of £35.5m, +9%YoY, 5% above our outlook. Net operating cash of £20.0m was almost double FY22 (£10.8m) with a notable improvement in working capital management from £(12.0)m to £(1.0)m underlining efforts to control costs and improve operational efficiency. Net debt was £45.6m, with year-end cash at £36.5m.

The Group reports Genetics operations at normalised levels, early signs of a recovery in shrimp markets positive for Advanced Nutrition, and in the Health segment improved Q1 24 demand visibility with Clean Treat® at improved capacity utilisation. Most significantly, in FY23 the Group exhibited discipline in cost and cash management which establishes a sound platform for growth in FY24.

We revise down our FY24 revenue outlook by -6% and for FY25 by -7% principally due to a 24% reduction in the outlook for Health. For (adj.) EBITDA the adjustments are -4% in FY24 but +3% in FY25, indicative of continued improvements expected in operational efficiency. We maintain our fair value at 63p/share.

edmonda
29/11/2023
18:20
Get to cash flow positive and can the Norwegians then buy this off us for 60p please!
edwardt
29/8/2023
08:46
Full video here:

Benchmark Holdings plc, the aquaculture biotechnology company, hosted an investor presentation following publication of their Q3 results (period to 30th June 2023).

Trond Williksen, CEO, and Septima Maguire, CFO took investors through details of the key operational and financial highlights in the period, which included continued growth in Genetics, offset by the impact of weak shrimp markets on Advanced Nutrition. The management team answered a wide range of investor questions and discussed the outlook for each business division.

The full video has been divided into chapters as below:
0:00:03 Introduction & Agenda
0:00:31 Highlights
0:06:19 Operational Update (Genetics)
0:16:38 Operational Update (Advanced Nutrition)
0:20:20 Operational Update (Health)
0:24:53 Financial Update
0:32:21 Outlook
0:39:15 Questions & Answers

edmonda
29/8/2023
08:44
New note and Investor Presentation recording (see full details below)

For the three months to 30th June 2023, Benchmark Holdings reported revenue of £34.3m, -5.5%YoY (currency-adjusted -1%YoY), as 10%YoY growth in Genetics (42% of total) was offset by the impact of reduced demand in global shrimp markets, resulting in a 17%YoY decline in Advanced Nutrition revenues (47% of total). Adjusted EBITDA1 declined 23%YoY (£5.1m), a 14.8% margin (Q3 22: 18.1%); on a currency-adjusted basis -13%YoY. Net operating cash inflow of £1.7m contrasted with £(1.0)m outflow in Q3 22, with net debt of £45.7m (FY22: £59.3m) and healthy cash reserves of £32.9m.

Q3 under-performance in the Advanced Nutrition business area indicates a revision to our full year FY23 outlook and the basis for FY24 estimates; a 7.2% reduction in our FY23 (adj.) EBITDA outlook and -7.2% for FY24. We maintain our fair value at 63p/share, backed by sound cashflow management, confidence in Genetics salmon eggs demand and production capacity and prospects for Benchmark’s Ectosan®Vet and Clean Treat® treatments.

Link to research report:

edmonda
11/8/2023
17:46
Any likely positives at results?
edwardt
16/6/2023
13:09
"Round objects"!!
murdo mcsponge
14/6/2023
19:48
Murdo you have been in denial for years. This company is dead. John Marshall, head of Animal Health has been sacked just last week. CleanTreat is a pig in a poke. They cannot pay their bills. Carry on by all means but you are dreaming
badgerbaty
24/5/2023
14:39
In the light of the Q figs released, what on earth justifies a 5% drop in the Stock's price, and the sale of over 7 million shares? I presume the sales are by AIM holders which would go to prove that UK investors just don't understand The Company and its products and services, and their position in what might be called a "Sunrise" Industry. No wonder The Board decided to focus on The Oslo Exchange. The Norwegians really understand Aquaculture, and have made fortunes out of it.
murdo mcsponge
24/5/2023
13:05
H1 23 results: a robust base for expansion (new research report from Equity Development)

For the six months to 31/3/2023, Benchmark Holdings reported revenue of £98.9m, +24.8%YoY (currency-adjusted +19%YoY), and (adj.) EBITDA of £22.1m, +39.2%YoY (currency-adjusted +36%YoY), a 22.3% margin. Adjusted for the fair value of biological assets, the increase in (adj.) EBITDA was 47%YoY. Underlying the strength of H1 performance, net operating cash inflow of £9.5m was almost 5x H1 22 levels, with net debt reduced to £44.5m (FY22: £47.5m) and cash including facilities at £53.9m. As CEO Trond Williksen commented, after three years of consolidation the Group is now in a position to enter a phase of organic expansion, with the potential for bolt on acquisitions in core areas - under strict criteria. Benchmark also reports that, having completed consultations, it plans to maintain a dual listing on Euronext Growth Olso and LSE AIM, and continue to review listing on the Oslo Børs.

At this stage we maintain our FY23 outlook. We expect revenue drivers in the core Advanced Nutrition business area to normalise and gather pace towards the year end. Revenue in Genetics continues to be driven by firm demand for salmon eggs; we note the pace of diversification in Iceland and Chile. Likewise, demand in Health should accelerate in line with sea lice seasonal demand. Our fair value for Benchmark remains 63p/share.

Link to full report:

edmonda
26/4/2023
14:55
Maybe we will see BMK move into profit next quarter? Fingers crossed.
belfast_child
26/4/2023
07:27
perhaps all related to the news on their website. that data looks impressive to me.
edwardt
25/4/2023
11:40
As a long suffering holder since the float and 3 fund raises I do hope so!
exbroker
25/4/2023
11:10
oi oi , share price on the move... thoughts?
edwardt
22/3/2023
09:50
dnb out with a buy rating on bmk. you get the feeling this is being held back big time given the delisting position...
edwardt
03/3/2023
07:59
"Q1 results: consistent growth continues"

Full detailed report & audio summary:


Summary: For the three months to 31 December 2022, Benchmark Holdings reported revenue +36.2%YoY at £54.5m, and (adj.) EBITDA +47.7%YoY (excluding fair value adjustment for biological assets, +61%YoY), to £11.0m reflecting the combination of strong top line growth, capacity utilisation and cost control. As a result, (adj.) EBITDA profitability continued to improve, from an average of 19.7% through FY22, to 20.1%. The operating loss was £0.12m (Q122: £1.46m loss), on an adjusted basis, a £0.85m profit. The Q1 cash position was £42.8m and net debt (excluding leases) reduced from £47.5m at December 2022 to £37.9m1. Cash at 24 February 2023 was £37.5m.

The strength of Q1 23 performance, and in particular the contribution from the Health business area, gives substance to Benchmark’s stated confidence in the outlook for FY23. We have raised our FY23 (adj.) EBITDA outlook by 11% to £36.5m, and for FY24 by 9% to £43.0m, equating to a FY24 EV/EBITDA of 8.0x.

Our fair value for Benchmark remains 63p/share.

edmonda
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older

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