Who's noticed the big volume today? Appear to be buys. Bid coming? |
Agree , a thoughtful piece. The CMA investigation savaged the share price which has not recovered despite the exoneration ; you suggest some good explanations. |
Hi PDOS.
Many thanks for that - most helpful.
W |
Hi all. I have written a blog on Alliance Pharma - which I am a shareholder in - that you may find of interest. All feedback welcome - and DYOR obviously! The blog can be found here https://tbifund.wordpress.com/2024/08/11/alliance-pharma-aph-ln-in-the-recovery-room/ |
Shorts allegedly all below the reporting threshold now. |
Another stock selling off hard. APH and semi conductors/tech - no link at all! |
..an iceberg sat on the offer....a block of shares worth £3.8k
...that is surely an ice cube not an iceberg !
How much have you risked by buying shares here, £200 ?!!!
---- results ...a big yawn I thought, flat & expected to stay flat in '24...... but the share price is up a bit. Perhaps flat is good here. |
Is the market usually this keen on an APH update?
Heavy early buying coming in at 38p with a 3m block and a 2.5m block picked up. Followed those in for a little trade attempt to see if there is any momentum on the buying.
There was a seller in size with an icerberg of 10k sat there at 38p on the offer. The price has just broken through there so could be at least an interesting watch on an otherwise dull morning.
Stick me stop at just under 37p.
Will the buying continue to push this into the 40's?
All imo DYOR |
Oh no, 698 is here. Beware, he's a clown |
I bet your not liking th look of those sales and falling revenues in 2 major sales areas. Marginal tick up in overlap revenues but nowhere near the increase they need |
I'm really starting to like the look of this chart. |
Let's hope they are not planning a bid at 43p. |
Lots of holdings RNS, a whole host of them. Slater and DBay hold about a 42% stake in the company now. |
Slater active |
"the Board has decided that the role of COO is no longer a requirement at Alliance."
Yep , honeyed indeed, |
Board bust up? COO Jeyan Heper departing PDQ after only joining Feb last year. Standard set of honeyed words. |
Monday 29th July Update and AGM |
Picked up some Alliance Pharma.
Rationale is I like the business and they appear cheap at these levels. |
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/ |
New CEO hasn't bought any stock yet? |
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. |
Idiot below. |
DBay look to have made a poor investment. 29% stake and its tanking. |
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! |