IntelliAM AI Share Discussion Threads

[boadicea] 01/1/2003 18:37

Last year the final results were announced 3rd week in March.
This gives a probable dull period through to early March this year so no panic rush to get in.
Not quite testing its 220p low yet (226p now) but a couple of bad days in the market generally could generate the right moment for a buy imho.
Looking medium/long term of course. DYOR.

Boad.

[njp] 31/12/2002 10:53

It's about time INT started it's move upwards again. Safe sector, steady profits and sound management. Up to 260p and perhaps beyond this time.

[boadicea] 30/11/2002 17:55

I'm really surprised there isn't more interest in this one. Trading seems stuck between support around 220 and resistance at 260, so one can surmise that we're on the way to 260 at the moment. It will need some sort of kick to get it out of this territory. Upwards or downwards, that is the question!
Historic p/e of 40 looks high but concensus prospective this year is for earnings of 21p (p/e = 12) and next year 24p (p/e falls to 10) which doesn't demand an awful lot for a solid company with real earnings. There is enough information around to make wild/irresponsible speculation/ramping futile. Is this why there is so little BB action?
But at least it should mean that holders can sleep at night and go on holiday without tranquilisers. I'm happy to keep it for the long-term as I think its strategy correctly anticipates the future direction of pharmaceutical supply and distribution. It just needs to keep ahead of the competition.
Waiting to buy more next time it tests the 220 support.
Boad.

[boadicea] 01/11/2002 21:02

Hello - hello - Is anybody there? (other than Andy - Hi!)

This one's looking quite strong the last two weeks, albeit on apparently low volume. Interesting.
I have thought for some time that it has promise although not as cheap as, say, CEL.
Does anyone have any informed comment to contribute?

Andy - Wiltshire is too far away to join in your meetings, but good luck anyway. I think you should be OK in this one, but maybe not very exciting.
Have you looked at CEL or THE? DYOR of course. Both of them have sensible and informative threads. Read esp Robbie12 and pork belly respectively.

Boad.

[andyblair] 14/9/2002 16:41

I am a member of an investment club that holds shares in this company. We currently have twelve members and are legally allowed up to twenty. We are based on the Wirral but we have members in Chester and Liverpool as well. We meet once a month in a pub on the Wirral and are looking for additional members to possibly take it up to twenty. If you are interested in joining you can contact me by e-mail in the first instance ([e-mail])and I can give you more details.

Regards
Andy Blair

[boadicea] 08/9/2002 18:05

I thought last week's market reaction to the respectable interims was a little harsh. I am pleased to see the S Telegraph today quotes "analysts' concensus forecast.....£23.7m .... putting the shares on an undemanding PE of 11" and goes on to say "Worth a punt."

After some initial interest in the next day or two I expect all will go very quiet again until the finals approach, so it may well drift back further with the market. Don't go to sleep! One to accumulate on weak days, I think, but as always, dyor.

BOAD.

[jeffian] 05/9/2002 19:19

Looked like a solid set of results today - and yet the share marked down 8p! It's that sort of market, I'm afraid.

Regards, Ian

5 September 2002

The Intercare Group plc

Interim Results Announcement for the Six Months Ended 30 June 2002


The Intercare Group plc, the provider of outsourced supply chain services to the
pharmaceutical industry, announces further substantial increases in sales and
profits ahead of expectations during the six months ended 30 June 2002.
Intercare also announced today the acquisition of LCO Sante for £34.9m, and the
planned opening of new distribution depots in the West Midlands and the South
West.
2002 2001 Increase

Turnover £129.3m £101.3m +28%
Total operating profit* £12.6m £10.7m +17%
Profit before tax* £10.7m £9.1m +18%
Adjusted earnings per share* 9.5p 8.1p +17%
Dividend per share 2.2p 2.1p + 5%


* Before goodwill and licence amortisation.


Highlights

• Further significant growth in turnover, profits and earnings

• Good progress from recently acquired contract manufacturing
companies

• Excellent performance from Distribution Division

• Acquisition today of LCO Sante for £34.9m

• New distribution depots being established in West Midlands and
South West announced today

• Good start to H2

• Excellent prospects for the Group

Commenting on the results, Mr Ken Harvey, Chairman, said:

'Intercare has enjoyed an excellent first half and has started the traditionally
stronger second half well. The Group has positioned itself, through organic
growth and recent acquisitions, as a key beneficiary of the pharmaceutical
outsourcing market.

The opportunities for long-term organic and acquisitive growth for Intercare
remain very attractive and I am confident and optimistic of continuing future
success.'

Enquiries:

The Intercare Group plc Tel: [phone]
John Parker, Chief Executive

[njp] 29/8/2002 18:25

annef - Thanks!

[annef] 29/8/2002 18:10

NJP & Chicken

I emailed INT - interim results due out Thursday 5 September

Regards, Anne

[chicken] 23/8/2002 14:48

ok thanks very much!

[njp] 23/8/2002 13:14

They haven't announced a date yet but they were out on 30th August last year.

[chicken] 23/8/2002 13:07

Guys looking strong again on low volumes! any idea when the interims are?

[whywithpumpkins] 22/8/2002 23:56

this is a quality one, have held for sometime and well in profit, even pays a divi. i to am very cautious over this rally. role on capitulation, we never really got it, and until we've had it we can't go forward confidently.

[njp] 22/8/2002 23:51

Coming very near to interims which I doubt will disappoint. I guess a lot of people who saw this marked down to 210p and below will have thought about baling out today. There may well be more to come but a profit's a profit and the US market can't sustain this bear rally for much longer.

PS I personally have a long term holding and I'm confident we'll see the likes of 290p or thereabouts within the next 6 months.

[chicken] 22/8/2002 20:47

Thanks nice to know im not on my own here. Nice rise today on pretty low volume? any ideas?

[boadicea] 22/8/2002 20:32

This is one of several health/pharmaceutical shares that I consider to be underrated at present - imo of course. So, yes Chicken, I am with you and continue to hold in expectation of steady progress assisted by the opening up of the market as patent restrictions expire. I am not ramping. Quite happy to watch a gradual re-rating. Breaking of good news, large contract etc would be a bonus!

Boad.

[chicken] 22/8/2002 20:10

anybody following int? or an i on my own?

[chicken] 22/8/2002 08:12

Some early interest today - news on the way?

[okuta] 20/8/2002 21:06

Noticed old Frequenttrader bought into these today looking for 2.50 in the short term/regards

[6million dollarman] 20/8/2002 07:35

I got a transfer from the newsagent ! a lot cheaper than a proper tatto well done Ronaldo for keeping your clubs costs down :-)

[littlebert] 20/8/2002 07:32

.....we'll do a swap; Inter can have the current England centre forward in a straight swap.......honest, don't want any cash as well..... and I don't mean Owen!

[sugarbeast] 20/8/2002 07:29

doesn't play for 3 years,gets fit,and wants a transfer.

disgusting,greedy and contemptible.

[matthewa] 19/8/2002 21:05

Long INT @ 2.20 Going up Dealyed 100k buy @ close Luverly

[nigel_s] 19/8/2002 20:53

annef : yes, I was able to nip in during the day and buy as they started to move back up. I rely on this site mainly for info - as you say , interims were late August last yr, so expect the same this. Nice move up today, so as you say, looks like bottom reached. regards, n