Lumps at 180p being bought yesterday and today |
No research notes from me. I at my old age follow stock by reading then following price /trade movement and then gut feeling. I always remember the old addage'you cant trade backwards' I leave that to politicians and journalists |
any research notes available? |
I know nothing but i a sure that the drop will be leading to a few (mainly USA0 wanting to buy AMS. I was of the opinion that recently there had been movement leading to takeover. USA has worries re Organogenesis and this has not helped the price. I do think these are undervalued currently |
Yes an over reaction to the news, a loss of 4m off 25m profit is 16% not a massive 30% which the share were down. 20th Sept results are out and will show a £2 to 4m reduction in a £24m profit for 2023. The CEO`s statement was very positive saying back to strong growth 2024. AMS are a solid Company IMHO. |
*they are sat |
Berenberg reiterate buy at 290p target (old target was 310p)hardly disastrous revision to target price. does feel like a silly reaction. One to research more, Greta are sat on a growing cash pile. interims later on in the month |
Switched to APH |
Worth keeping an eye out on ORGO, since they are in discussions around the coverage and obviously trying to resolve. |
£370m market cap at £1.70 with £82m net cash at last results, new product launches imminent and plenty of firepower for acquisitions. Looks like a huge overreaction to a royalty that was due to end in 2026...
Time for some more detailed research |
150 looks about right here now the shine has gone off this one |
IMHO partnership deals are the key to share price moving 250-260p. Although not a bad move North today. |
TU yesterday says H1 profit flat but will recover. Could do with the share price recovering a bit more too. |
An announcement on a new partnership in USA would keep the upward share price momentum going IMHO. |
Held AMS for many years. 1st bought as a penny share I have always thought AMS would be taken over by a bigger company by now. Maybe the new partner in USA will be that bigger company? IMHO. |
Agreed and well ahead of schedule also
And good news too for another AIM company Surgical Innovations (SUN) based in Leeds
see page 1
"In the final quarter of 2019, the Group concluded agreements to extend important contractual relationships including the exclusive manufacture of the Fix-8 device for Advanced Medical Solutions plc until June 2024 " |
Good news today, FDA approval for another AMS product. |
I have seen this before with AMS, good results and the price drops significantly. The answer is short selling by investment houses IMHO. |
Loaded with cash; expanding stateside; sensible takeovers; inheritance tax relief; increased r&d spend. Topped up this morning. |
Down 22p on what like decent results and I have not spotted any red flags on outlook either. AMS is not a cheap stock but other than that seems no reason for fall |
Positive acquisition announcement yesterday Connexicon Medical will fit in nicely and the MM agree IMHO. |
Analyst consensus for AMS is 305p S/P, EPS growth rate of 103% for the next financial year. The financials and out look for AMS are just fabulous indeed IMHO. |
Hopefully the share price will slowly climb back pre-result and if dividend remains at previous levels maybe bounce to around 280p. The LiquiBandFix8® announcement not expected until late this year if FDA approved the market value possible $250m, big $`s IMHO. |
Sure going down by some interest! |
I have said this before at todays share price, a takeover by one of the large pharma`s could happen IMHO. |