Alliance Pharma Share Discussion Threads

[lpavlou] 18/6/2024 19:14

Interesting that one large investor is bailing out and another piling in. If you owned 25 percent + of the shares would that give you access to the management to find out what the issue was with the auditing before buying another 5 percent

[mr prupa] 18/6/2024 18:35

Well, I will be the first one to make a risky bet.*Impairment calculation - the auditor considers that scars are beautiful and for hence Kelo - Cote sales projections are way too high. There is an ongoing dispute about the Impairment which will settle down in a shouting contest.

[justiceforthemany] 18/6/2024 17:19

Few new posters cropping up.
In case there's a bid you have to be in it to win it!

[mr prupa] 18/6/2024 16:10

Any bets on why the results have been delayed?I would like to hear a good story behind it to be honest.

[justiceforthemany] 18/6/2024 13:11

5M buy puts DBay at 29%.

[baldrick1] 18/6/2024 13:01

Thumbs down from a few shorties, having to buy back.;)

[baldrick1] 18/6/2024 12:24

They'll need to hurry up the bidding process before they publish results in a just few days, which imho will be pleasantly good.

[robin_lemer] 18/6/2024 12:12

If one assumes the last two large deals involved Dbay, that would bring their holding to just below 29.9%. With their track record, it is most likely that they will mount a takeover bid

[baldrick1] 18/6/2024 12:00

Is there going to be a mandatory takeover bid from Dbay??

[baldrick1] 18/6/2024 11:37

What do you think of this rise Blackhorse??

[blackhorse23] 18/6/2024 09:25

Time clicking now , don't understand why delaying results, everything computerised now a days unless something wrong

[blackhorse23] 18/6/2024 08:23

If delisted then no trades, it will hold until accounts publish and impose fine , ALL ACCOUNTS MUST PUBLISH WITHIN 6 months which will expire for APH end of June

[muffster] 17/6/2024 20:54

But if that's happens, shareholders need to be paid out, otherwise Dbays shareholding would be worthless

[briggs1209] 17/6/2024 13:02

Hmm, can there be a danger of share suspension followed by an oppotunistic bid from DBAY?

[blackhorse23] 17/6/2024 10:03

This is 17th only 10 days left , 6 months on , don't know why delaying ? No explanation

[blackhorse23] 17/6/2024 10:02

Danger is if they fail to publish results then automatically delisted from LSE , that's the rules

[blackhorse23] 17/6/2024 09:52

Alliance reiterates that the details provided in the full year trading update on 29 January 2024 remain accurate.

[baldrick1] 17/6/2024 07:51

Something on the way ..she said BOOM!

[blackhorse23] 17/6/2024 06:46

I think will come out this week

[tyranosaurus] 15/6/2024 11:51

10 business days left until suspension.

[baldrick1] 14/6/2024 10:42

Let it go and make a bid of 70-80p :)

[blackhorse23] 14/6/2024 08:58

Trading update for FY results which we are waiting for on as below: Financial summaryThe Group delivered record see-through1 revenues in the Period of £182.7m (FY22: £172.0m), up 6% versus the prior period and up 7% at constant exchange rates ("CER"). Excluding sales from ScarAway and the US rights to Kelo-Cote in Q1 23, both acquired in March 2022 (the "US Acquisition"), like-for-like see-through revenues increased 6% CER. Continued strong consumer demand, particularly in China, drove significant recovery in Kelo-Cote franchise revenues in H2, leading to FY23 revenues of £63.2m, up 29% CER (FY22: £50.0m). Nizoral revenues increased 3% CER to £21.7m (FY22: £21.8m) whilst Amberen revenues declined 6% CER on an underlying basis (excluding the leading discount store account that was lost in 2022) and decreased 25% CER to £11.2m (FY22: £14.9m) on a reported basis. With Other Consumer brands up 5% CER to £40.3m (FY22: £38.4m), total see-through Consumer Healthcare revenues increased 11% CER to £136.4m. Prescription Medicine revenues were stable at £46.3m (FY22: £46.8m), reflecting a strong recovery in H2 as expected, as previously out of stock products became available. Underlying profit for the Period is anticipated to be in-line with market expectations. Cash and debtFree cash flow in the Period rose 34% to £21.1m (FY22: £15.8m) and net debt reduction continued, falling to £92.4m at 31 December 2023 (31 December 2022: £102.0m). Group leverage2 (as at 31 December 2023) is expected to be significantly below that at 30 June 2023 (2.7x), and in-line with previous guidance.OutlookDemand for the Group's brands remains strong. Alliance's clear focus on the core Consumer Healthcare business, in addition to our well-established, scalable platform across EMEA, APAC and the US, is expected to deliver continued strong organic growth over the medium term. In 2024, the Board anticipates our Consumer Healthcare revenues to continue to grow above that of the broader Consumer Healthcare market, with stable Prescription Medicine revenues.In order to achieve our medium-term objectives, in 2024, the Board anticipates increased investment in sales and marketing, both directly and through the Group's distributors. The Company will also continue to deliver innovation in 2024 to further expand the reach of its brands. As a result, the Board anticipates that profits in 2024 will be in-line with 2023.

[blackhorse23] 14/6/2024 08:56

It has been valued & got take over offer 100p per share last year, now 33p . Recent trading update (29th January) indicates all up including revenues , gross profits , free cash & debt down. Then recently added 8m from court winning , so it should skyrocket soon

[baldrick1] 14/6/2024 08:31

We'll soon see when Blackrock is finished lending Dbay a hand, and the cold sweating will be over .anyone agree ? ;))