||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Dechra Pharm Share Discussion Threads
Showing 376 to 397 of 400 messages
|Time they started increasing the dividends imo.|
|"Dechra has continued its buying spree, this time in Australia, of Apex, which manufactures and supplies companion animal drugs to the ANZ market. Dechra is paying £31.3m from existing resources (10.4x EBIT) so we estimate the deal should be 4-5% EPS accretive on a FY basis. More importantly, it will be used as a springboard for further expansion into the important Asian market."
Singers via Research Tree|
|Apex acquisition (Australia/NZ)and base for Asian expansion.looks very sound.The total consideration for the Acquisition, which is expected is to complete on 14 October 2016, is AUS$55.0 million (£31.3 million). This will be funded from the Group's own cash and debt resources. The acquisition is expected to be earnings enhancing in the first 12 months.|
|Panmure also put out a note:
Dechra has announced the receipt of FDA approval for the first registration – a generic antibiotic – delivered through Putney’s development pipeline since the acquisition of the US business. Today’s news underpins the messaging we heard from the company both at the time of the Putney deal and earlier this week at prelims.|
|"Dechra has announced a US product launch from the Putney stable, an antibiotic for cats & dogs. This will be the first generic entrant into a $50m market currently controlled by market leader Zoetis. This is therefore a relatively large product for Dechra and serves to demonstrate the inherent value within the Putney pipeline. We see it as underpinning forecasts at this stage, but it could lead to upgrades in due course."
Singers update on Research Tree|
|pretty good update|
After a strong trading update last month, full-year results from veterinary group Dechra (DPH) are unsurprising, but no less impressive. Revenues and adjusted operating profit are both up by over a fifth and three acquisitions completed in the period have enhanced the outlook. Shares are up 3 per cent this morning and we continue to see an upside. Buy.
|'Dechra finds winning growth formula'
|Good figures,9% uplift in dividend for year.Steady as she goes.|
|"Strong trading and beneficial FX moves are helping Dechra justify its premium rating. We increase our EPS forecasts by 3-5%, our third upgrade so far this year, and now look for a 3yr CAGR of 17.5%." - N1 Singer
|APAD we all make mistakes i got caught holding a couple of challenger banks PAG and OSB after the Brexit vote. I didn't expect anything like the falls they had, although i have added to my holdings.
I guess the secret is to have more big winners and small losers. Fortunately I manage to do that more often than not.
|It's pulled back from resistance and Fridays gap down at the open coupled with an end of day doji candle pattern doesn't inspire confidence that the share price will rise. Indeed mondays move will signal the immediate future direction in my view and i feel it's likely to fall back to around support at 1100p. (There's weaker support around 1150p)
MCX the mid cap index is also indicating a pull back candle pattern after Fridays hanging man. The fundamentals aren't favourable with £gbp bouncing and no change in interest rates.
A breakout above resistance into open water would tempt me back in as would a pull back to resistance around 1100p but for now it's in no mans land.
With a potential mild recession possible it's important to consider the currency movements and also the operational gearing of every business you're invested in at present. With DPH admin cost around 40% of sales that's not too bad although I'd prefer it less than 30% if possible.
|Numis recommends "add" and sets target at 1310p|
|You're very kind Woody, but I make as many mistakes as anyone else.
It's taken me a long time to realise that, for me, it is sensible to exit in stages - but to keep a residual holding so that a good company is still on the radar. Otherwise I flibbertigibbet all over the bloody place.
I thought that entering in stages was now in my dna, but I bought more GDWN than I intended (fat finger) and didn't have the sense to correct it! Still sitting on a 40% loss, even though it's a great company.
|Consensus eps for the year to end June 2017 is for eps of around 51p,putting the stock on a prospective PE of 24,yielding 1.7% .With 20% growth anticipated in the 2016/17 year,the PEG ratio is an undemanding 1.2
Difficult to see the stock pushing ahead aggressively from here but with a full year of the US acquisitions to be accounted for, any sterling weakness could benefit the share price.This is a relatively illiquid,thin share market .The shares have a history of retrenching after a share price run but if fresh institutional buyers emerge,which is quite possible in these nervous markets,the stock could yet surprise on the upside.|
|APAD your a canny investor I'm sure you've more than made up for it elsewhere!
|Seconded, but I didn't have your timing on buying back in, Woody.
|I'd bought back in on the recent falls but have sold out again this morning. The TS was decent but focused on revenue growth with little mention of profits. The revenue was only just ahead of forecast from digital look so i figure profits in line.
The rating is racy and it is now up against historic chart resistance with -ve divergence on the RSI so i've taken profits.
it's a sound business so will buy back in on any weakness
|Heady rating but wearable.Looks like a good sound investment.|
|http://youtu.be/kZ5pYL2YpQASays it all.Humans might be indifferent to the plight of their fellow man but nothing's too good for ol' Fido or pets in general!|
|That will do!|
|now looking forward to Mondays results RNS|