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AMS Advanced Medical Solutions Group Plc

196.00
4.20 (2.19%)
20 Dec 2024 - Closed
Delayed by 15 minutes
Advanced Medical Solutions Investors - AMS

Advanced Medical Solutions Investors - AMS

Share Name Share Symbol Market Stock Type
Advanced Medical Solutions Group Plc AMS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
4.20 2.19% 196.00 16:29:20
Open Price Low Price High Price Close Price Previous Close
197.40 189.40 197.40 196.00 191.80
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 19/9/2023 15:44 by dealit
I hope I`m wrong drop in share price today not good. MM usually know good or bad news before private investor find out. I do not think that the share price will recover until the Chairman`s trading statement comes good in 2024 IMHO.
Posted at 15/12/2021 11:08 by km18
Advanced Medical Solutions is involved in the manufacturing, development, and distribution of surgical and wound care products to clinicians. The leading independent innovator of global advanced wound care and surgical care reported a profit hike to £11,081m from £4,425m in 2020. As a result, return on equity and operating margins were 6.9% and 7.7%, respectively, both above the health care industry benchmark. Consequently, it implies that investors could derive higher returns on their investment in the firm, where EPS growth stands at 18.8%, above the 13.7 EPS growth from the health care industry. This evidence suggests that funds could be allocated into Advanced Medical Solutions to conduct impact investing, while optimising the value of the portfolio, since the firm delivered technologically advanced products to assist clinicians with their patients.



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Posted at 21/8/2020 07:33 by dealit
Was their an article in the Investors Chronicle, if so did anyone read the article?
Posted at 02/12/2019 08:57 by wetdream
Very good analysis from ‘anghardy1976’ on LSE:
———;——̵2;——R12;—-

‘Well well, an acquisition. Interesting timing following last Fridays announcement. Explains why the Friday's announcement was largely ignored by the market.

My take on the announcement

- It's small but it's ACCRETIVE from the start. As per announcement marginal earnings enhancing in the first year. That's a huge positive which cannot be overstated.
- 4 million in sales 0.2 net profit. Typical for a privately owned business - i.e. break even / borderline. The potential following integration into big business is very high. As with all these small, privately owned companies there is a significant opportunity, to extract much more profit following integration and streamlining elements of the business (e.g. getting rid of some high paid staff / overpaid executives, adjusting cost base, centralising some functions, using internal salesforce among others)
- I wouldn't be surprised if following quick integration, the profit from underlying sales on an equal basis (4m revenue) immediately rose to £1m+ or more. There are many ways to trim the excess fat here, in addition to various synergies that can be exploited and most likely already been looked into.
- Revenue / profit goes only up from there, as the products are sold predominantly in France and Netherlands due to size of the business. With AMS reach, sales channels and global infrastructure the picture expands considerably.
- It ticks all required and nice to have boxes i.e - ISO 13485, CE, MDSAP accredited, well positioned for MDR, opens new biosurgical 0.5 billion market and has patented and complimentary to AMS product portfolio.
- Above effectively means that most of the high risk / high cost work has already been done and it's an established business.
- It's a virtually no risk acquisition compared to Sealantis. We need to remember that Sealantis is still a make or break depending on various clinical trials. And a very expensive one too.

The stock market is very future looking, and you just can't not see an enormous future potential from this bolt-on. Even with the small size od this business taken into account, AMS might have struck gold here.

I believe that, due to the above, this will be viewed very positively by shareholders and the market in general. We might even see Blackrock coming back alongside some new institutions.

Expecting some really heavy buying over coming days / weeks following intial investor presentations, analyst briefings, press coverage etc, which will happen in first few days.’

———;——̵2;——R12;——-
Posted at 30/9/2019 08:58 by wetdream
AMS must win the award for having the mmost apathetic investors.
Zzzz....
Posted at 16/9/2019 05:15 by tgkg
Looks like bigger buyers started investing back, the price is bouncing back now, so even if this recover to 250, that's 11% profit for investors
Posted at 14/9/2019 11:52 by dealit
Generally, a high P/E ratio means that investors are anticipating higher growth in the future.

The current average market P/E ratio is roughly 20 to 25 times earnings.

Companies that are losing money do not have a P/E ratio.

AMS fit the above categories, let us hope with good news flow we can start to climb North again
Posted at 12/9/2019 06:53 by dealit
AMS IMHO were oversold yesterday. We as small investors are open to the MMs manipulating stock for various reasons. The Interims were not as good as we have come to expect from AMS, in saying that AMS still made a profit and maintained growth + increasing the dividend payment. All successful Companies have a diverse product range and have more than one market they rely on as do AMS.
Posted at 11/9/2019 10:08 by wetdream
The following was posted earlier by 'anghardy1976' on LSE and is a much more detailed analysis than I could make. Certainly not positive, but hughlights the issues the managementve to address to get investors' confidence back.

--------------

Interims...11 Sep 2019 07:44
Key takeaways:

- With exeption of revenue, every single metric down(!!) - most of them substantially, even if you discount adjustments.
- Almost no overall growth - revenue will be practically flat (1%).
- Profit margin down 210bps(!) - 28.8% to 26.7%
- Realigned business units again. You can always find merit in such moves if you want to. "Clarity" being one that's often quoted. With this, what immediately stands out, is that they're now hiding Activeheal numbers (now included in Exudate Management). This points to what we've seen in Activeheal in last 12-24 months. It was slowing down, now stopped being significant enough to report separately and no longer a highlight. Who would want to highlight what's now a negative? Further, are they now in trouble re NHS Supply Chain?
- Liquiband 27% YOY decline in US(!!) - their key growth driver (and biggest revenue contributor) product range has finally hit the wall. They said previously it was PREDOMINANTY destocking (Brexit) and competitor supply issues. Now there is also delayed product launches competitor activity (aka - AMS can't compete at the moment) which also wasn't mentioned in trading update. Quote: "Competitor gains at two GPO" - i.e. now someone is gaining market share, we're losing it.
This also hints that Liquiband US has now peaked and is being outcompeted by other brands. Big time. 27% down YoY is massive, and immediately begs a question whether this is really temporary, how long is a "temporary" period, and are they doing enough to counter it. This is even further confirmed by their statement, that they lack competing product for closing large wounds (re Liquiband XL further down).
- In trading update they've said that Liquiband slowdown has been offset by strong growth in other areas. The results now state that areas other than Liquiband have shown 10% growth. Whether 10% is strong, it's highly debatable, considering they are expected to have 10% overall growth YoY. Furthermore, looking at bigger picture and all metrics, it definitely hasn't offset the slowdown in Liquiband portfolio, like they've indicated in trading update.
- Delayed product launches - this still seems to be the case, and now it seems to have material impact. There are no new innovative, "game changer" products in sight (next 12 months) - only minor additions to the existing portfolio. That is, if they are launched in 2019.
- Liquiband XL - delayed again. Now Q3 2020 vs H1 2020 in trading update. This is the large wound closure dressing and, the one (and currently only) big launch, which could theoretically save Liquiband portfolio over time. If everything goes as planned expect tiny sales in Q4 2020. This is not "returning to growth in 2020" and will make recovery from slowdown even more challenging. Furthermore, it seems that a LOT is depending on this specific product at least from competition perspective. If anything goes sideways (further delays etc) they are in deeper.
....continued from last post.

- Sealantis - there is that, but 2 years away at least so a known unknown. Literally anything can happen in that time. On the face of it, they paid a lot of money for high risk technology potential. Probably was due to shareholder pressure to be seen as innovative / or at least investing in innovations. It's going to be either money well spent, or completely down the drain (if clinical trials fail). Jury'll be out on this one for a long time.
- Bright side - they have lots of cash and are cash generative. They can go on acquisition spree, but finding suitable targets seems a big challenge, considering they have been indicating acquisitive growth for at least 2 years now (maybe 3), and so far, only been able to buy a small, high risk R&D facility in Israel for a lot of money. They might eventually make big accretive acquistion, but it's hopes and dreams for now.

Overall the results are really bad and they will hurt - no discussion about it. Worse than expected, when one considers carefully balanced "slowdown vs offset" statement in the trading update. Statement re full year being "within board's expectations" is especially frustrating and borderline disingenous. It shows that boards expectations are flexible, and are not reflective of good performance in objective terms, but that's about every company on AIM.
Seems pretty certain, that they will be well below all MARKET expectations in most, if not all metrics. Coupled with messages focusing on returning to growth in 2020 (2nd half at the earliest), it seems they've conceded that 2019 battle is already lost.
It looks that good run for AMS has ended, at least for now. In 2019 they have entered, what is probably a most challengin period in their recent history, in regard to maintaining shareholder expectations, value and trust. Issuing statements that indicate hoping for the best, then revising them downwards as time progresses, is not really a good start.
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Posted at 02/8/2019 21:23 by willir20
Hi Dealit:

FDA approval for two new AMS wound care products--which testify to the company's continuing desire to innovate and grow revenues organically--was announced, as you point out, on July 30th. I agree that it is disappointing and somewhat puzzling that the share price did not turn sharply upwards at this very welcome development, though I wonder whether it may have taken a day or so for investors to catch up with the news. If you look at the trajectory of the share price from July 31st to today, it is easy to spot a clear, albeit modest, upward trend (delineated by higher highs and higher lows). Just where this upswing will end is a matter of guesswork in a market that is so badly depressed by global events that have most investors rattled.

In my view, AMS is a world class company, whose success in the future promises to be every bit as exciting as it has been over past years. It fits Jim Slater's celebrated Zulu principle perfectly. I still hold all of the shares I bought years ago (for an average in single digits) and, as long as the stellar performance is repeated, year in, year out, I cannot imagine wanting to sell them. A take over would obviously force my hand but I would strongly resist surrendering my holding at less than £5.00 a share.

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