Share Name Share Symbol Market Type Share ISIN Share Description
Alliance Pharma LSE:APH London Ordinary Share GB0031030819 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.20p +1.86% 65.60p 65.60p 66.20p 67.00p 64.20p 64.20p 1,473,035 16:29:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 103.3 28.4 6.1 10.8 337.92

Alliance Pharma Share Discussion Threads

Showing 1776 to 1799 of 1800 messages
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DateSubjectAuthorDiscuss
19/10/2018
15:43
Yes that's a good listen; I bought more last week after watching it
silverfern
19/10/2018
14:31
Just to clarify re: Livingbridge - they were discussing their own Q3 performance and picking out key stocks that had performed the strongest/weakest in period. As noted by another poster I was previously unaware that they even held APH (I was listening in as they hold Driver Group which is one of my main holdings).They highlighted that APH had recently reported weakness in their bedrock / Local Brands and that accordingly Livingbridge were "worried" and were consequentially part way through exiting their position. Although APH is not a micro cap, any such institutional size selling against a more general negative outlook over the last 2 weeks has clearly hit the valuation.Personally it's hard to assess whether the drop in sales of their bedrock products is a cause for real concern. This is the summary of the recent interims:"The second half of the year has started well and, based on trading performance in the year to date, the Board expects revenues and underlying profit before tax for the current financial year to be in line with its expectations.".....and these are the specifics re: their Local Brands:"The Group's product portfolio continues to evolve but remains focused on a combination of established local brands and the growth brands that we name International Stars. Following the acquisition of our fifth International Star brand, Nizoral, which recorded sales of £18.5 million in 2017, the proportion of sales from International Stars is set to grow significantly. As a result, we are now grouping together, under the term Local Brands, the unpromoted and locally promoted products previously referred to as Bedrock and Local Heroes respectively. Our Local Brands comprise a wide portfolio of products that generate significant cashflow for the business and represent a key component of our business model. Across the portfolio, net sales for the first half were mixed, in aggregate, down 7.5% at £37.2m (H1 2017: £40.2m). In some instances, particularly for products sold through our international distributor network, lower H1 sales were due to timing differences in order placement, some of which are expected to reverse in the second half of the year. We also experienced manufacturing delays, particularly for some of our UK prescription medicine products, some of which are expected to be resolved during the second half of 2018. Most of our Local Brands occupy well-established niches in their respective segments and provide stable cashflow for the business with little promotional effort. Occasionally, competition may emerge in a certain area and we have experienced this in our anti-malarial portfolio which, after due consideration, we have concluded that it is appropriate to impair this year. Many of the locally promoted consumer brands performed well in this period, particularly Aloclair™ (a treatment for mouth ulcers) where like-for-like sales increased 15% to £3.5m (H1 2017: £3.1m) and our teething powder, Ashton & Parsons™, which delivered a like-for-like sales growth of 22% and achieved first half sales of £1.1m (H1 2017: £0.9m)."It's worth listening to Peter Butterfield and making up your own mind:https://www.proactiveinvestors.co.uk/companies/stocktube/10832/alliance-pharma-reports-strong-growth-as-it-launches-uk-s-first-prescribed-drug-for-morning-sickness-10832.html
norbert colon
19/10/2018
12:52
I was talking about the markets in general
dround87
18/10/2018
16:36
Livingbridge aren’t even a major shareholder, there has been no RNS re their holding, I don’t think they were even over 3% and I’m sorry I’m not going to sit through their webinar to find out what they said. For those that are concerned, take a look at Livingbridge’s top 10 holdings - nothing much to write home about. And they mirror their benchmark and I wouldn’t say their performance is spectacular. So I just don’t see the performance of an average fund impacting the share price to that extent. So personally I care not a jot what this fund does. I do care about upcoming launches and the pending good news flow coming from the company, and Nizoral sales getting going and feeding through to the bottom line. Really the share price got ahead of itself this year, it’s probably oversold now but it’s an opportunity to top up, if you feel like doing so in the current market. Alliance has grown steadily, and through deals etc it’s not as reliant on a single product as it once was.
cisk
18/10/2018
12:13
Remarkable how low the share price of APH has gone (65p-66p today). In the current uncertain times (political and financial) the shares of APH should be at a premium as the Company operates in recession proof territory, Demand for medicines will continue to go up, whatever the state of the global economy.
winnings1
18/10/2018
12:05
Rubbish from LivingBridge if thats them selling? Bedrock sales very good and each of their big brand products eg Macushield, Xoneva, Kelocote worth many, many tens of millions each-and more-to competitors if they had them. Strong asset base (and sales with decent divi) here. Trying to justify themselves as they are being ripped off by the market for their shares in the present risk averse environment-they may have needed the cash and were hoping to get out at 90+p but investors not falling for it. Rubbish comment-if they said that- re bedrock sales. Buying opportunity. imo
cumnor
18/10/2018
11:18
Apologies-but Livingbridge....? Were they a major shareholder?
wetdream
18/10/2018
10:02
Irrelevant, pound depreciation more than offsets WTO tarrifs and business will continue regardless. Best not to believe everything in The Guardian.
rathean
18/10/2018
08:43
What is the companies exposure to Brexit? Is it seen as being big enough and global enough in its reach to not be effected by a botched deal or a no deal?
scooper72
18/10/2018
08:38
Just added another tranche, lowers my b/e and defensive is the nature of the game until the Xmas rush imo dyor ofc.
rathean
17/10/2018
14:50
Tweet from Simon Hedger confirming that the recent share price weakness is caused by Livingbridge selling down. I am not sure how much more they have to sell but I intend to hold. Simon Hedger Retweeted Livingbridge https://twitter.com/living__bridge/status/1052503714009886721?s=21 …. Livingbridge confirm that they have been exiting their position in Alliance Pharma $APH.L post results - would explain recent selling pressure. Cited weakness in bedrock product sales as reason to exit.
martinthebrave
15/10/2018
12:21
Solid defensive stock in troubled times with double-digit capital gain returns in near term subject to avoiding a big ol' market crash imo dyor ofc.
rathean
15/10/2018
09:09
Investec have a 117p target price.
jimbowen30
15/10/2018
08:46
Numis target price is 115p as of September update
norbert colon
15/10/2018
08:27
I do not know the latest Target Price set by brokers, but in my opinion the shares are in bargain zone below 70p, cheap below 80p, good value at 80p-85p, target price at 90p. The company has a tidy track record, is growing at good pace, progressing well with various new medicines and continues to broaden its range/offering. I hold long term.
winnings1
12/10/2018
10:07
This has been a great buying opportunity imo, we are edging closer to the bull market end but we're missing a euphoric moment first, again imo.I was tempted at 63 but decided to jump into OXB and KWS instead. Got a 70-something b/e here and happy with that. Hopefully I'll be regretting missing that price. All imo dyor ofc.
rathean
12/10/2018
09:37
An interesting Video presentation released today of latest interview by Proactive Investor where Peter Butterfield CEO discusses APH's current market position :http://tinyurl.com/ybmaym8h
mazarin
12/10/2018
08:12
Today should see an improvement. APH is a very sound company operating a a field (medicines) where demand can only increase.
winnings1
12/10/2018
07:59
and the DOW is up 2% this morning
marksp2011
11/10/2018
23:57
I am waiting awhile before I dive in as the DOW dropped over 2% today.
malcolmmm
11/10/2018
23:57
I am waiting awhile before I dive in as the DOW dropped over 2% today.
malcolmmm
11/10/2018
18:30
Perhaps it’s time to look why the sudden drop in share price since July ?
tryone2
11/10/2018
17:19
Nice to see the markets correcting-good bit further to fall imo. Bought in quite a few here today for SIPP-solidish mgmt and company with a number of very decent, high profile potential products (macushield, xonvea, nizoral, vamousse, kelocote etc) and even a (small) divi.
cumnor
11/10/2018
16:51
Just like the last six months were a dream! Back to April's level. How fickle the market is.
wetdream
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