Alliance Pharma Share Discussion Threads

[peddlers] 24/7/2024 12:12

I'm really starting to like the look of this chart.

[wad collector] 24/7/2024 11:37

Let's hope they are not planning a bid at 43p.

[justiceforthemany] 23/7/2024 20:03

Lots of holdings RNS, a whole host of them.
Slater and DBay hold about a 42% stake in the company now.

[mirabeau] 23/7/2024 18:43

Slater active

[wad collector] 23/7/2024 08:37

"the Board has decided that the role of COO is no longer a requirement at Alliance."

Yep , honeyed indeed,

[pugugly] 23/7/2024 08:03

Board bust up? COO Jeyan Heper departing PDQ after only joining Feb last year. Standard set of honeyed words.

[justiceforthemany] 19/7/2024 23:00

Monday 29th July
Update and AGM

[peddlers] 16/7/2024 10:01

Picked up some Alliance Pharma.

Rationale is I like the business and they appear cheap at these levels.

[pdosullivan] 12/7/2024 17:11

I added to my APH holding earlier today. The rationale is set out on my blog below. DYOR and good luck all https://tbifund.wordpress.com/2024/07/12/stocks-update-12-7-2024/

[justiceforthemany] 10/7/2024 13:16

New CEO hasn't bought any stock yet?

[lpavlou] 09/7/2024 22:11

Need to be patient here. Dbay are close to their limit and must be talking to the company. Key is for the company to execute as that will drive earnings which will allow them to reinstate the dividend. If not. Dbay will pounce and take them private.

[muffster] 09/7/2024 21:37

Idiot below.

[justiceforthemany] 09/7/2024 16:58

DBay look to have made a poor investment. 29% stake and its tanking.

[wad collector] 01/7/2024 10:02

IC article looking at results points out that Deloitte questioned their valuation of intangibles taking £28M off the valuation. IC wonder about the dependency on the Kelocote product and the flat sales of Nizoral, and come to a HOLD recommendation FWIW.
They last said hold in September at 51p so that has not been a good hold as the share price bumps along at 40p!

[blackhorse23] 28/6/2024 11:52

Bought RNK today

[justiceforthemany] 27/6/2024 10:58

How close are Dbay to that 30% 🤔?

[wad collector] 27/6/2024 08:48

Yeah even Blackhorse has stopped his constant ramping and ridiculously optimistic forecasts. The share price has basically meandered for the last year.

[lpavlou] 26/6/2024 18:47

The share price has lost some of its momentum and volume this week. Needs a catalyst to drive it on

[justiceforthemany] 24/6/2024 17:44

Heavy volume again 4M+

[lpavlou] 21/6/2024 19:25

I'm not sure Dbay are under an obligation to announce their holding as their next trigger level is 30percent, which would trigger a bid. However LDG own 13 percent and Dbay 14 percent so in theory LDG could be buying and stay under 15 percent and the combined entity will remain under 30 percent, so don't have to report it. Just a theory.

[justiceforthemany] 21/6/2024 16:34

Spike to 43p then the Dutch sold - clearly. Someone is adding them however. DBay may be sneaky and keep a 29.99% stake?

[lpavlou] 21/6/2024 15:27

The strange thing is why are the Dutch still selling when they know DBay are buying with the likelihood of a bid?

[justiceforthemany] 21/6/2024 13:35

The Dutch continue to dump, so where's that DBay RNS/M&A RNS? Waiting...

[wad collector] 21/6/2024 08:17

Blackhorse you need to make your mind up


Blackhorse23 - 03 Jun 2024 - 15:44:08 - - APH
It will be double from here within next 4 weeks,