Alliance Pharma Share Discussion Threads

[aim_trader] 24/6/2011 13:42

Alliance Pharma CEO John Dawson says fundamentals remain intact
Friday, June 24, 2011
John Dawson, CEO of Alliance Pharma (LON:APH), tells Proactive Investors that despite the drop in shares the company remains very much focussed on its original strategy of expansion and its progressive dividend policy. John talks about the acquisition opportunities in the areas where it operates.

[ceohunter] 24/6/2011 11:14

APH Presentation from last night's Proactive Investors Event:

[norbert colon] 17/6/2011 11:41

Guys

Just looking at APH and have been through the Annual Report and have a couple of concerns that i would welcome any comments:

- £15m long term debt (although reduced from last year)
- £4.1m interest / finance costs

Net earnings still significant so cant see these as an issue?

- Inventory risen from £2.2m to £4.5m since Jan 2009 (although in line with revenue increase) so also don't see an issue here?

Thoughts on the impact (Revenue / Profit) of known possible slow down in sales on Deltacortril?

Only forecasts for next year that I can find are

44m T/O
11m PBT
3.3p EPS

Any other thoughts on this?

[mazarin] 17/6/2011 10:08

Encouraging to see that Aviva increased its holding to 10% yesterday

[napoleon 14th] 02/6/2011 17:53

Fall overdone IMO, tho' this SCSW recommendation has in no way performed over the last 12 months. Boring!

[stegrego] 27/5/2011 12:56

I jumped first thing yesterday, as it looked like this drop was on the cards after that so so statement.

Im waiting for them to spend the cash they have and may get back in then if the price permits.

Good Luck.

[shauney2] 27/5/2011 11:48

Thanks maz.Looks like a backward step for a while after the trading update.

Perhaps Numis should have waited untill the agm.Great research!


Downgraded to hold.

[mazarin] 25/5/2011 09:45

Been quiet here lately, but came across this on another BB and although its a little late (over week old) posted here for anyone interested.

'FinnCap' has recently revised its forecasts for APH on the back of its strong 2010 report. The results have also triggered a target price increase by Numis, which reiterated its "buy" recommendation for APH and upped its target from 45 pence and 48 pence, representing a substantial premium to the current price of 34.25 pence.

FinnCap was a little more conservative, retaining its price target of 41 pence, however the broker upped its 2011 forecasts in response to the full year report.

The broker now expects to see revenues of £44.9 million, up from its previous projection of £43 million, while the 2011 operating profit and pre-tax profit forecasts have been raised from £12 million to £12.8 million and from £10 million to £10.8 million.

[shauney2] 16/4/2011 09:36

Thanks to haywards from bby board

Write up on APH in the below April Hardman and Co newsletter

[shauney2] 12/4/2011 08:23

And then again maybe i won't...!

Not sure what to make of the trade of 8million but looking positive for another leg up.

[napoleon 14th] 09/4/2011 12:06

This seems to have started to come right. All well and good.
I have one question, prompted by today's issue of SCSW.

In view of the Jap nuclear fallout, what do we make of this?:-

2010 was an "on-year" for the toxicology product supplied to the government.
It protects the thyroid gland during nuclear explosions & has sales of £5-6m over a cycle, which peaks every 2 & a half years; 2010 was a peak year."

So what about supplying the Japs with this product?
Might avoid a lot of illness.
___________

P.S. If you don't subscribe to SmallCompanyShareWatch, then maybe you should...!

[ibrahim1962] 23/3/2011 11:16

Alliance story out today

[dnfa1975] 23/3/2011 08:58

yeah they said sell this and kept rubbish like Air Music probably

[stegrego] 23/3/2011 08:11

They only said sell to make room for some new picks.... Is only so many stocks you can fit on the back page!

Undervalued here by quite a distance IMO, even factoring the caution, which has been known about for months.

[2vdm] 23/3/2011 08:08

Nice set of prelims. This bodes well. I think TB and the rhps guys got it wrong about this one and hopefully the share price will soon rise to reflect these results

[angelika] 18/2/2011 18:16

Nigel cooks nice suppers!

[stegrego] 18/2/2011 12:46

Whos Nigel Slater?

Its Mark for the funds and Jim for Zulu afaik....

[mazarin] 18/2/2011 08:29

Praipus - I have included your link to N Slater's post relevant to APH thanks.
You have clearly done a lot of research on this theme and I'm impressed by your thread. I'd be grateful to know how you include real-time charts of related Companies or indicies in threads as this can be useful in making market comparisons etc.

[praipus] 05/2/2011 11:38

Agreed. I'm attempting to track his fund's' holdings in post 70 of the "Tracking the Arbitrageurs" thread if you know of any others feel free to post them their as well and I will add them.



PS. mazarin any chance of adding a link to this thread in the header?

[stegrego] 02/2/2011 22:45

Todays RNS is very good news IMO.

Shows Slater taking a 3% stake. Incredibly shrewd chap.

[napoleon 14th] 01/2/2011 23:31

Yeah, picked up some RNVO a month ago. Tasty...
____________________

When this dog-of-an-APH-shareprice gonna do something right?
SCSW have this in their model PF, but that ain't saved it..
Wish I'd put the money into getting more MOS, SRT, ZOO & so on.

One month later & the scenario hereunder is no less realistic:

"napoleon 14th - 30 Dec'10 - 21:11 - 218 of 232 edit
Looks like the L shoulder & the head since the start of the year.
Here's hoping either I'm wrong, or the H&S I see doesn't play out."

[gerard j] 29/1/2011 17:05

If you like pharma stock, look at RNVO (AGM/webcast due 07feb)
for all the news: go to www.renovo.com