Advanced Medical Solutions Share Discussion Threads

[dealit] 27/3/2020 06:41

Fingers crossed for that, more medium term IMHO.

[wetdream] 26/3/2020 19:30

Whole market bounced.
Back to normal shortly.

[wetdream] 17/3/2020 09:15

Large seller revealed? Probably more to come, now sub3%.

[wetdream] 11/3/2020 10:12

250p-ish could prove a good buying in point if you’re prepared to hold for a couple of years. Imho.
Large sells suggest not everyone's happy with the update....

[dealit] 11/3/2020 08:14

S/P down today, the only bright spot is increased dividend IMHO.

[outlawinvestor] 10/3/2020 19:46

FY results out tomorrow morning. Was the share price performance today muted in anticipation or was that as good as it generally gets?

[dealit] 10/3/2020 13:16

Good positive announcement today, they mentioned that there American partner would be distributing the new product I did not realise they had an American partner.

[outlawinvestor] 10/3/2020 07:20

FDA approval of LiquiBand Rapid announced today.

[dealit] 16/1/2020 21:38

When and if a positive FDA statement is announced share price should head North IMHO-----FDA approval of LiquiBand® Rapid™, which is expected imminently and will allow one of our main partners to regain ground with an improved product.

[dealit] 15/1/2020 08:34

Positive trading up date today thankfully, the 4%+ share price drop yesterday strange IMHO.

[dealit] 14/1/2020 15:33

What is irritating the fact that the MMs are tipped off good or bad news before it is announced, IMHO.

[wetdream] 14/1/2020 13:26

Looking a lot like Sept/Oct re-run.
500k buy(?) @ £2.80

[dealit] 14/1/2020 12:34

S/P drop of recent, hope not an indication of a poor trading statement due mid Jan.

[wetdream] 03/1/2020 15:31

If the sp’s any guide, then 2019 should have ended well.

[dealit] 31/12/2019 15:45

AMS finished the year 290+ good to see after 2 not perfect announcements in 2019. Hope that the expected trading statement in January 2020 does not raise any concerns.

[willir20] 29/12/2019 22:19

AMS chart has been interesting over the last few weeks, with the share price climbing back above the 25 day and 50 day moving averages in November and then, importantly, above the 200 day moving average on December 18th--to remain north of that line since that date. The share price is only a short step away from 300p, so any New Year rally may take us over the line (though perhaps to trigger some short term profit taking).

AMS is a well managed company and the recent acquisitions (bought from cash in hand) should add to status, breadth of offerings and earnings. Let's hope we get back on track in 2020 and test 400p by next Christmas.

GLA.

[wetdream] 13/12/2019 10:54

Cautiously breaking out....?

[dozey3] 02/12/2019 19:54

No, it’s not a case of one or the other but rather establishing and extending a world wide footprint including all of the products. It’s not rocket science: far more useful and profitable (hopefully) than that.

[dealit] 02/12/2019 16:47

Does this acquisition point toward AMS looking to develop the business in Europe away from USA?

[dozey3] 02/12/2019 15:02

Rather than look to prune head-count in France, I would guess AMS sees an opportunity to expand the sales and development of other products, as well as unifying the sales effort across Western Europe. A very shrewd investment imo and I'm in for the long term.

[redartbmud] 02/12/2019 09:02

Thought French employment law made it almost impossible to remove staff from their jobs short of going bust?

[wetdream] 02/12/2019 08:57

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;——-

[potty punter] 02/12/2019 08:20

Yes, I do like today's announcement. This small acquisition comes up and running and will contribute immediately while advantage of a larger parent company having access to a larger market comes into play.
However I am most excited about Sealantis, they may in the longer term be a real winner if their prospects and potential are realised.

[wetdream] 02/12/2019 08:04

RNS - acquisition.
Should be well received by the market.