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GSD Goldshield Grp

486.25
0.00 (0.00%)
Last Updated: 00:00:00
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Goldshield Grp LSE:GSD London Ordinary Share GB0002893823 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 486.25 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Goldshield Share Discussion Threads

Showing 176 to 199 of 375 messages
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
10/3/2003
09:34
Don't forget they made around 20p eps in H1. If H2 is 50% down, p/e will still be about 4. The key to this share is next year's outlook.
njp
10/3/2003
07:32
P/W as inticapted. This company is in serious trouble.

'The Board still expects sales in the six months ending 31 March, 2003 to be in line with expectations, demonstrating good year on year growth in difficult market conditions. However, the Company has experienced higher than anticipated costs as a consequence of which, earnings in the year ending 31 March, 2003 will fall slightly below the Company's expectations.'

matthewa
10/3/2003
07:32
P/W as inticapted. This company is in serious trouble.

'The Board still expects sales in the six months ending 31 March, 2003 to be in line with expectations, demonstrating good year on year growth in difficult market conditions. However, the Company has experienced higher than anticipated costs as a consequence of which, earnings in the year ending 31 March, 2003 will fall slightly below the Company's expectations.'

matthewa
20/1/2003
21:45
I think they will benefit from the forthcoming shake up of the pharmaceutical industry.
ddahj
11/1/2003
02:11
agreed - definitely one to watch but I don't think there is any hurry to rush in and neither does anyone else judging by the way the price is going.
hosede
27/12/2002
18:27
Happy to wait and watch for the moment having baled out on results. The fall looks greatly overdone IMO as the NHS claim looked to be in the price at £3. Would be nice to know exactly how much the NHS are claiming. If it's mostly unfair profits, remember that the company claims to have made only £6.9m of sales of Warfarin over the period in question. Given the first half performance of 22p eps pre exceptionals and goodwill amortisation GSD looks a bargain, but it's firmly out of favour at the moment.
njp
24/12/2002
01:54
This is a difficult one. I am a big personal admirer of Patel & have averaged out at this level 220. I don`t believe the company has lied & if that is the case long term there will be rebound.
This is why:
Drop in co value far exceeds direct cost of proportion of the 28 mllion.
Price already had factored in risk
Large family stake.
Incredibly well managed and diversified
Exceptionally loyal s/holder base(remarkably few sales despite news)
Young but experiencd team
Loads of admin shifted to low cost base in India.
Direct sales customers immune to this news.
Multi National.
Cons:
Executive focus distracted (but well delegated so I don`t believe that is a big concern)
Market sentiment.
DYOR but IMO will survive and prosper

gelp
23/12/2002
14:55
I am not sure that it is a buy even at this price for a number of reasons including :-
* Litigation is very time consuming for top management,
* TV selling is no guarantee of sales and can impinge negatively on regular stockits willingness to carry the products - however imo should improve conumer offtake.
* Problems with the EU decision on glucosamine from China has hit the company hard and might take longer to bed in new suppliers that estimated.
* The supply problems with Antigen

All in all I think I would need to see more evidence that these problems had all been overcome before taking a purchase decision - but dyor etc.

pugugly
23/12/2002
13:21
Ouch! but the fall isn't warranted - GSD is sound and will prove this to be
a storm in a teacup: but it is a damn nuisance! GSD are a buy.
(mitzis - posting that AFTER the RNS is hardly helpful!)

Kind regards

SAMUEL 1

samuel 1
23/12/2002
08:52
I have downgraded today to sell...
mitzis
02/12/2002
17:31
NJP - as you know from my comments this afternoon on the FER board, I am
staying with GSD as I think that growth will accelerate even further in the next half because the factors which kept the results rosy rather than very rosy this half, have been dealt with/resolved and there are strong reasons to
expect upward movement over next few months.(I would hope for and expect
a strong current trading statement in the near future).

Kind regards

SAMUEL 1

samuel 1
02/12/2002
16:35
Exited first thing this morning at 380p as the results weren't as rosy as expected. Still, growth reported despite a number of adverse issues. I see West LB has downgraded to 'neutral' but still have a price target of 460p (was 750p!). Still watching though as may re-enter after the mark down.
njp
26/11/2002
00:06
NJP- just had another good look at the last results and feel more
convinced than ever that GSD is likely to hit all the right notes
next week.

GSD has delivered year after year and the Executive Chairman's
June 2002 results statement closing paragraph is as strong a
hint of good news as you are likely to find ..

"The fundamentals of the Group's business including its clear direction, strengthened management team and operational infrastructure, broadening geographic base, significantly better opportunities for growth in both Europe and US, broader product development portfolio, strong balance sheet and cash flow mean that the Group is better placed than at any time in the Group's history."

Time for GSD to have a good hike in its rating IMO.

Kind regards

SAMUEL 1

samuel 1
25/11/2002
13:52
Sam

Yes, they seem quite confident, don't they. As for later news, they seem confident that the NHS investigation is a non issue. As for Antigen, I understand they bought the marketing side, with the manufacturing side bought by a Canadian firm, Miza. The latter transaction seems to have gone belly up, so Goldshield may well have to pick it up out of administration to continue supply. Whilst Antigen looks a bit of a mess, it really is small beer compared with the rest of the group, so I can't see it impacting to any great extent on revenues. Both these 'fears' seem well overdone to me, so GSD looks good for 500p plus come results.

njp
23/11/2002
00:25
Sam1

Welcome. Flattery will get you everywhere! Need to get through those two prior tops at 412.5 before we head for £5. Hopefully they won't offer too much resistance as we have the promise of results to drive us this time. The NHS issue is a bit of a blight but certainly I'd agree with you on 550-600p if results deliver and the NHS investigation fears can be seen as irrelevant, as the company claim.

njp
23/11/2002
00:12
I am in this one NJP - always know that I'm in good company when such an erudite accountant as yourself is around a share!

Yes, totally agree that the NHS debacle will prove to be storm in a teacup
as far as GSD concerned. And the driving force is likely to be excellent
results - which should cause GSD to be re-rated: not expensive at £5.50-£6.00
IMO.

Kind regards

SAMUEL 1

samuel 1
22/11/2002
11:20
Anyone into GSD? Moving up prior to results and still v cheap. Looks like fears of the NHS pricing investigation are overdone.
njp
22/11/2002
11:07
Moving up nicely pre results on very little volume. With forecasts of eps inexcess of 50p this year, GSD looks extremely cheap. Marked down due to NHS investigations into profiteering earlier this year, which company claims is misplaced. Still plenty of room for upside.
njp
30/10/2002
08:38
Shares down 9% already today and no shares traded - good one that.
liveinhope
11/6/2002
14:24
robcol

thx

Looks as though the mkt is giving the benefit of the doubt today with no big selling. I missed getting filled at 370 to go long to play a bounce to 400 ish b4 the selling set in. Being cautious I didn't really want to chase it, but it looks as if its just another one that got away!

byrdsong
11/6/2002
13:45
BS
You've probably already picked this up from the report but i thought i'd put it on the board anyway.

Taken from the prelims:-

"The Group does not believe that the aspect of the SFO investigation which
relates to penicillin based products applies to the Group. This is because the
Group did not sell any penicillin based products during the period under
investigation.

So far as concerns that aspect of the SFO investigation which relates to
warfarin, the Group believes that this has only very limited application to the
Group. The Group had total sales of £6.9 million derived from warfarin during
the period under investigation. This equates to 3.7% of the Group's turnover
during this period. However, of this £6.9 million, £4.8 million was generated
from sales of Marevan, Goldshield's branded version of warfarin. Throughout the
period to which the investigation relates, Marevan was sold at prices determined
with the Department of Health ('DOH') under the Prescription Pricing
Regulation Scheme ('PPRS'). The effect of the PPRS is to prevent the NHS from
buying at prices above the PPRS specified levels. Whilst suppliers are free to
discount PPRS prices, the Group cannot see that selling at PPRS prices can be
considered fraudulent behaviour.

The remaining £2.1 million of warfarin sales were derived by the Group during
the period April 2000 to 31 December 2000 from the Group's generic warfarin
product. Sales of this generic warfarin product during the period under
investigation were made, on average, at prices 50% below the applicable Drug
Tariff published every month by the DOH.

The Directors believe that they have at all times conducted the affairs of the
Group in accordance with the highest standards of business probity and will
continue to do so.

As of June 10, 2002 we have had no further communications from the SFO since
their visit."

robcol
11/6/2002
09:59
good results as expected, but any news on the investigation? Almost longed, but reluctant in the face of silence from the company.
byrdsong
22/4/2002
23:08
lodger

do u mind indicating where u got out and volume so i can get a clear idea of the position minus your trades?

thx

byrdsong
22/4/2002
14:10
B - the three 2000 trades at 10.50 were mine. IG first for tax reasons.
lodger
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older

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