Alliance Pharma Share Discussion Threads

[montyhedge] 06/7/2009 17:00

This is going p.e single figures, dividend next set of figures, fast gowing Wray and the boys buying stakes. I was told 50p no problem.

[jab118] 06/7/2009 14:09

Tebbin..

Volume well up today and heading in the way of monty's rocket...

Nice to see a bit of banter and difference of opinion, however no major retrace as yet, how far can APH rocket before we get one as there are sure to be a few profit takers or is all P/Is waiting for the dividend anouncement ;@)

[3mahal] 06/7/2009 10:51

Now I know why they call you an i....In the banks thread;-)

[montyhedge] 06/7/2009 10:21

Don't short this stock its going to 50p, Wray and the boys in this.

[3mahal] 06/7/2009 10:17

Montyhedge Have you gone bearish with banks? this is a defensive stock and it will be hard to short;-)

[montyhedge] 06/7/2009 09:27

50p coming year.

[montyhedge] 06/7/2009 09:21

Guys you won't believe me, I have turned bullish on Alliance, spoke to someone about this company they reckon 50p for this company. Dividend coming, low p.e, further rise to come.

[montyhedge] 06/7/2009 09:18

I thought a reduction?

[leoboy] 06/7/2009 09:12

from the Alliance web site above :

Investor Relations
Directors & Major Shareholders

Last updated: 30/06/2009
Shares in Issue: 162.1m 1p Ords

Major Shareholders Amount % Holding
John Dawson 46,685,079 28.81
Aviva Investors Global Services 18,925,755 11.68
Mr Nigel Wray 16,669,995 10.29
Mrs Stella Anne Dawson 15,576,323 9.61
MVM Life Science Partners 15,000,000 9.26
Anthony Richard Booley 6,810,723 4.20
LGT Bank Liechtenstein 4,721,071 2.91
Cavendish Asset Management 4,340,000 2.68
HIL Strata Invs plc 2,189,474 1.35

Shareholdings of Directors & their families Amount % Holding
John Dawson 62,261,402 38.42
Tony Booley 6,810,723 4.20
Michael Gatenby 350,000 0.22
Andrew Smith 200,000 0.12
Richard Wright 190,768 0.11
Paul Ranson 48,000 0.03

- Aviva plc & its subsidiaries having increased their Direct Interest Level with the last anouncement ,

Leo

[3mahal] 06/7/2009 08:56

Montyhedge... can you paste that announcement?

[montyhedge] 06/7/2009 07:59

The announcement today that a reduction below 3% by Aviva. Is that right?

[tebbin] 06/7/2009 07:31

Jab118 - Welcome everybody who is prepared to put a logical post but Monty only wants to jump in now and then with a quick negative and jump out again. He's done it 3 or 4 times now. No time for that kind of P/I.
The management of APH see benefit in doing the Investor shows.
This is a good co for all the right reasons. DYOR.

[jab118] 05/7/2009 21:48

Tebbin... If we are attracting posters from the banks, then call in the herd.. There is always a method behind a mans madness...

All good for APH.. @:))

ps. seems our montyhedge friend is bullish on GSK.. he might be thinking of selling there and buying APH

[montyhedge] 05/7/2009 21:37

Tebbin
Seen it all before when companies go around these Growth Investor shows very bullish on their companies its for a reason?, remember Offex Investor Shows, Betex was there Wray had a stake company went bust. I don't like companies that do these shows, if they were any good no need to go around ramping company.

[tebbin] 05/7/2009 21:32

Montyhedge ..... Jab118 and myself have been correct in our discussions of APH for the last six months, everymonth never failing once. What is your record on Barclays and LLoyds where they post about you as a village idiot?. Dont come on here unless you have a post with substance, we dont need you.

[jab118] 05/7/2009 11:30

montyhedge.. can you explain in more detail what you mean..

So why would any investor in their right mind, pay well over the odds for 200,000 shares.

It just don't make any sense.

have you any explanation of the 200,000 shares on a "C code" which like Tebbin said, could it be inside information on the next RNS before a massive up grading of the share price.

[montyhedge] 05/7/2009 09:45

The only reason it seems to me management go round and hype up their company at Growth Investor Shows, is to ramp up the price, then wham a placing comes along, what price are you willing to pay for a placing or rights issue?

[tebbin] 05/7/2009 09:10

Jab118................ Yes used it too many times myself, but what is the true offer value for APH 17.7p or 15p?.
Think were in for a even better week this week, and we have been saying that from 3p upwards.

[jab118] 04/7/2009 20:14

Tebbin... "C code" would have been some special credit terms as a T25 would have been about 1/4p above the bid price.

[tebbin] 04/7/2009 19:40

Jab118 - had a look again at the major s/h list. Aviva has gone up by 1.75m. Seen that figure before, when it was posted as unknown (not a buy or a sell). One of the others has gone down slightly and one gone up slightly. This means that the overall Major's holdings are still about 81%.
Those two trades of 100k each @ 17.7p is confusing.
My take is they were bought on credit ( C code) which often means you pay a little more for the privilege, Then why over 2.0p over the top?.
Maybe somebody was given advice get in at any price and the M.M. obliged. If that is to be the new level were in for more filthy lucre, and the trading update which is due is going to provide rocket fuel.

[jab118] 03/7/2009 10:08

Tebbin... It's only a guess.

Braking new levels, could be all the strong buying is something to do with the build up of the dividend amount anouncement.

Now delayed trades at 17.7p now I'm very confused?????????????????????

and trading code "C" what ever that is ???

[tebbin] 02/7/2009 18:11

Jab118......... No real take on it, but I seem to remember something about a month ago and then we had a RN saying NW had been building his stake. He seems to operate on here 1.0m - 2.0m numbers. Thats only my opinion but a RN would explain if a M S/H has gone through a % level. Nothing to worry about. The trading update is more important.

[jab118] 02/7/2009 17:08

Tebbin.. I can't see on level 2 as it was a bit strange why that deal was 13.8 and no sign of a price movement, could it be and order filled over a few days with the average..

what's your view?

[the_doctor] 02/7/2009 15:50

Blimey, this one has had a good run - well done!

[tebbin] 02/7/2009 15:48

Jab118....... Good for you, but I think your stockbroker is probably looking at you and trying to figure how he can divert your profits into his acc.
That isn't you that has just traded 1.8m shares is it? I wonder if anybody with L2 could tell whether it was a buy or a sell? THe S/P didn't budge must be more behind the scenes. Keep watching!!!!