Alliance Pharma Share Discussion Threads

[mazarin] 29/5/2015 11:46

I believe the final extract from the latest statement is worth a mention..... "We have a strong pipeline of potential acquisition opportunities and have more than £20 million of undrawn bank facilities available to us"

APH narrowly missed out on sealing a significant acquisition last year and IMO are unlikely to let the same thing happening this year. So watch this space...!

[treeshake] 17/5/2015 11:17

I'm taking a look at the moment. Currently in CTP/MXCP/TEK and the Slater/Wray interest brought me here.

[pimpernel4] 15/5/2015 10:42

Good to see APH putting in another leg up.

Very quiet on this board. Wonder if the break-out will put this on a few more people's radars.

[mazarin] 26/4/2015 11:25

Top 20 Major Investors as of 09/03/15
Director & Related 64,277,893 24.33%
Nigel Wray 40,676,510 15.40%
MVM Life Science Partners 24,061,900 9.11%
Aviva Investors Global Services 22,762,309 8.62%
Artemis Fund Managers Ltd 17,305,304 6.55%
Slater Investments 10,297,038 3.90%
LGT Capital Management 9,861,391 3.73%
Brown Shipley Asset Management 9,747,373 3.69%
Cavendish Asset Management 7,929,000 3.00%
BlackRock Investment Management (UK) 6,087,463 2.30%
Redmayne Bentley Stockbroker 3,366,528 1.27%
Brooks Macdonald Asset M'mnt 3,324,237 1.26%
Barclays Wealth Management (UK) 2,882,590 1.09%
WH Ireland 2,864,160 1.08%
TD Direct Investing 2,344,172 0.89%
Hargreave Hale 2,231,000 0.84%
Hargreaves Lansdown Asset M'mnt 2,128,706 0.81%
NCL Smith & Williamson Inv'mnt 2,071,666 0.78%

As at 9th March 2015 I'm surprised to see that the Company was essentially held by only 819 shareholders in total with : 264,162,665 shares in issue.

[norbert colon] 24/4/2015 14:49

Aim Trader - thanks for presentation - very useful and highlights very clearly what a great business this is. A lot of investors just don't have the patience to let the value materialise with some of these companies.

I look forward to the AGM on 27th May and news of further deals.

[pimpernel4] 24/4/2015 14:44

Looks like we are heading firmly into a new, higher trading range.

[aim_trader] 24/4/2015 09:42

To view Alliane Pharma's presentation from last night’s Proactive Investors One2One Investor Forum, click on the following link:

[mazarin] 24/4/2015 08:11

I find it odd to find ADVFN regularly 'mis-quote' APH share Price by as much as 3% at times. Today for example APH opened up 1.25p at 43p, but ADVFN show it as unchanged at 41.8p, both Google and APH's own webpage show it at 43p.

[norbert colon] 20/4/2015 16:14

hxxp://www.alliancepharma.co.uk/alliance/dlibrary/panda/2015-Notice%20Artwork.pdf

10am in London (Buchanan's)

[123prezzie] 20/4/2015 11:09

AGM on 27 May, I see. Where and at what time?

[norbert colon] 20/4/2015 08:34

I have been buying APH at typically around 32p (between 25p-35p anyway) since Nov 2011 and have had comments from a few investors that they like the company, buy shares and then sell them because they lose interest and / or the share price is flatlining. I am pleased my conviction and patience seems to be starting to pay off and look forward to attending the AGM for the first time this year, having perviously been overseas or otherwise unavailable. I very much look forward to this being a core holding of mine for many years.

[pimpernel4] 20/4/2015 08:25

Today's Hardman report on Alliance Pharma clearly falling on receptive ears.

hxxp://www.hardmanandco.com/sites/default/files/research_papers/Alliance%20Pharma%20Finals%20-%2013%20April%202015_Final.pdf

[aim_trader] 13/4/2015 14:34

CEO John Dawson to present on 23rd April at the Chesterfield Mayfair. Click here to register;

[norbert colon] 10/4/2015 12:28

Pimpernel

Interesting share price movement over recent weeks and really pleased that I added to my holding at the end of March. Did not expect the strong move but have been holding / buying for a number of years now at the low 30's where I could.

I really think 2015/2016 is going to be very strong for APH and await further news in anticipation.

Good luck to all.

[pimpernel4] 10/4/2015 12:05

Seems to be a buyer around, 100k taken at 40.1

[pimpernel4] 10/4/2015 09:54

First buys coming in above 40 at 40.5p

[pimpernel4] 08/4/2015 19:43

40p to buy at close there.

Go APH.

Bodes well.

[norbert colon] 25/3/2015 10:25

I have added this morning given my belief that things are looking brighter into 2015/16 and the fact the company is well managed with good shareholder base and a growing divi. Its not going to be the talk of the BBs but i am very thankful for that and happy to retain a nice low risk long term investment in my SIPP.

[mazarin] 25/3/2015 10:12

Encouraging to see APH is committed to its improving dividend policy and I also note reference to progression of claim for lost profit from Sanofi Pasteur. The impact of lost production undoubtedly has taken its toll on profits over the last 2 years and IMO APH well deserves to be compensated.
For comment from Proactive, see :

[davebowler] 25/3/2015 09:30

Finncap;
Revenues for the year to 31 December were slightly light compared with our forecasts; however, pre-tax profits were slightly ahead of expectations. Strong cash generation resulted in net debt at period end of £21.1m, higher than the £15.3m we had forecast, but down £4.6m over the year. Hydromol continued to grow strongly with sales up 15%. Nu-Seals sales in Ireland continue to be eroded by generic competition. Sales of ImmuCyst are now not expected to resume until H2 2015. We make no changes to our forecasts, retaining our 36.5p target price and our Hold recommendation.

[capercaillie] 25/3/2015 08:39

Nice 10% increase in the dividend

[mazarin] 03/3/2015 12:15

Hardman & Co's latest research note on APH updated 16/02/15 - for details see

[mazarin] 03/3/2015 12:15

Another click up - right on cue and almost at the same time as yesterday.

[pimpernel4] 26/2/2015 08:47

Good two part video on recent acquisition MacuVision on youtube

Part 1



Part 2