Advanced Medical Solutions Share Discussion Threads

[wetdream] 16/1/2018 11:08

Seemed to be a series of five-figure 'O' trade sells yesterday that took the share price down below 300p.
Normal service resumed today however. ;-)

[bamboo2] 10/1/2018 20:52

Could be a Head and shoulders pattern. Target price is around historical support 295-298. Potential turn date 26/01/2018.

[wetdream] 10/1/2018 19:05

£3.10 was resistance but now support imho.

[volsung] 10/1/2018 12:33

Time for a top up on this overlooked stock.

[grabster] 14/12/2017 10:46

Pre-Close Trading Update


Winsford, UK: Advanced Medical Solutions Group plc (AIM: AMS), the surgical and advanced woundcare specialist company, today announces an update on trading for the year ending 31 December 2017.

The Group continues to make good progress and the Board expects revenue and profitability to be in line with current market expectations that include the positive impact from the recent Organogenesis licensing deal.

Chris Meredith, Chief Executive Officer of AMS, said: "The Group continues to deliver strong organic growth supported by our Research and Development activities that provide both product innovation and intellectual property. AMS is well positioned to continue on its growth trajectory."

The Group expects to publish its Preliminary Results for the year to 31 December 2017 in March 2018.

Adoption of IFRS 15
IFRS 15 (Revenue from Contracts with Customers) becomes mandatory for AMS from 1 January 2018. The main effect for AMS will be to recognise the fees received from royalty payments and from regulatory agreements as Revenue rather than as Other Income. It will have no impact on profit or cash flow. The Group however has chosen to adopt IFRS 15 early and will be reporting its results for 2017 in line with its requirements.

-End -

[p@] 04/12/2017 09:54

ams,should find a use for nanene- see VRS

[volsung] 20/11/2017 09:44

Could be the start of the next leg up. I've bought a few this am on that hunch

[wetdream] 14/11/2017 13:15

No buyers in sight so share price drops on pitiful volume.

[wetdream] 10/11/2017 10:35

Markets very nervous imho.

[potty punter] 05/11/2017 10:41

Next trading update should be mid December.

[dealit] 30/10/2017 15:09

Yes indeed `malcontent` highest ever share price today. Where to now, are we a target for the big boys?

[malcontent] 30/10/2017 14:09

this one is out of the traps again and at a gallop

what a stock

[wetdream] 27/10/2017 12:09

SP holding up well, given volume of sells-and it's a Friday.....

[wetdream] 26/10/2017 23:51

Cgequityinvest,
Couldn't agree more.
It's the US link up that's more important (ok, the money's important too, but AMS is pretty cash-rich already).
Traditionally, US cos will do their best to link up with other US cos first. It's a feather in AMS's cap that they've made this move.

[ilovefrogs] 26/10/2017 17:34

Ok, thanks cge, makes sense..

[cgequityinvest] 26/10/2017 17:04

I think the upside comes from :-

* the income is a royalty stream so it should fall largely through to the bottom line. i.e. i would expect the margin to be very high. Based on brokers expectations of £18.1m net profit for y/e Dec, the payment of $2.5m (say £1.9m equiv) could increase eps by nearly 10% (assuming minimal costs to be offset). This equates closely with the circa 9% price increase today.

* strategically its another key step in the US and will help further establish their presence over there. The US company looks a bit small to be a potential purchaser of AMS - its not publically quoted at present.

will be interesting to see what revised forecasts emerge from the brokers over the next week or so.

Still at a high p/e multiple but this is a quality business with a long, strong track record of growth and cash generation.

[ilovefrogs] 26/10/2017 15:13

Anyone know just how significant the RNS is. Doesn't give any indications of revenue above agreed minimums (which are small in the scheme of things)

[mirandaj] 26/10/2017 13:47

For interest

[dealit] 26/10/2017 12:31

S/P moved North on the announcement today.

[norbus] 19/9/2017 11:38

Steady buyback of own shares, and organic growth through own product development . Markets are frothy , takeovers are risky

[malcontent] 18/9/2017 15:00

It will be interesting to see what the company decide to do with all their(our) cash- special dividend would be most welcome....

[wetdream] 15/9/2017 17:08

Looks like about 40p in the 320p was 'froth'.
Still not clear to me what the 'market' was expecting to provke such a sell-off, apart from a general nervousness.

[cgequityinvest] 13/9/2017 18:34

I agree that price maybe got ahead of itself. Results were solid but of course boosted by one off favourable currency movements - stripping this out turnover was up by only 8%. A number of stocks with large dollar receipts have seen some pull back given the recent weakness of the dollar v sterling Also remember that share price had improved circa 40% this year - against a circa 20% eps growth. I am a big fan of the company having been a holder for a number of years but it is now trading on pretty high p/e and absent a bid approach the share price may be due a period of consolidation. Management seem to be taking a pretty cautious approach to acquisitions - maybe no bad thing. I think they could be a bit more aggressive in hiking the dividend given the cash on the balance sheet.

[norbus] 13/9/2017 17:06

Pricey P/E; will catch up, but liquiband may not be big enough driver of growth at the size. doing great but ran ahead of itself