Alliance Pharma Share Discussion Threads

[winnings1] 24/11/2019 17:05

Marksp2011 - First, my eggs are in many bsskets and on the whole my spread of investments has outperformed many a unit trust. Second, I focus on EPS growth, and in that BXP scores very well. Third, I do like medicine/healthcare orientaded companies as I feel they are recession-resistant if not recession proof.
Fourth, I expect companies in low wage economies to outperform.
To sum up, I expect BXP to deliver me a good return.
P.S. Translated into Pound Sterlng the entertainment figure does not look so very high at about £80k. The depreciation figure in that same light looks jolly low at about £70k, almost unbelievably low.

[marksp2011] 24/11/2019 14:05

Hi winnings

Whatever you think is good for you. I have read the accounts as best I can given the difference in accounting standards. I must admit that I have never seen an industrial company that has a bigger entertainment spend than the depreciation number.

I happen to think there are loads of ways of losing money without buying shares in a family managed bangladeshi company that averages 5 trades a day.

You put it out there for which I thank you. We have a very different view of what makes a good investment

[winnings1] 24/11/2019 09:32

Marksp2011 / Investors/researchers residing in Bangladesh do not seem to share your concerns, the share price there is well above the share price here. As far as I can see BXP is a standalone company commercially linked to a distribution company with the latter operated by a related party - this link seems very successful/fruitful, bringing a constant flow of new outlets.

[marksp2011] 18/11/2019 11:29

I wonder why the spread quote is so wide. MMs killed the trading early doors.

[winnings1] 13/11/2019 12:42

Further to my last message, BXP'# share price on the Dhaka stock exchange is substantially higher than the trading price here. Clearly investors based in Bangladesh do like the shares and have the fullest confidence in the direction the Company is going. There is no indication of BXP being part of a larger concern, BXP stands on its own and conforms to the Dhaka Stock Exchange Rules, which are certainly no slack. I hold BXP long term, and plan to buy more.

[marksp2011] 13/11/2019 11:19

Good Luck :)

[winnings1] 13/11/2019 10:26

I have confidence in management, I have confidence in the Company's progress,
I have confidence in the listing on the Dhaka exchange, I have admiration for
the achievements, and the competitive edge of a company operating in a low wage
environment/county.

[winnings1] 12/11/2019 14:30

I recently put some money on BXP (generic medicines), pleased with progress so far,
but share price still well below where it should be for this fast growing company.
PE-Ratio stands ridiculously low, IMO. Some invested here in APH might be interested in BXP's progress. But as always, DYOR.

[marksp2011] 30/10/2019 08:03

I had an interesting response from the company about the CEO cashing his options and offloading the vast majority of his shares.
Apparently the CEO knows nothing more about the fortunes of the company than a private investor and we should draw no conclusions from his complete exit from any paid for investment in the company he leads.

If the CEO knows as much as me, WTF is he doing and why are we paying him?

Lies like this annoy me - the whole tone of the reply was patronising.

If he sold because of a divorce or something else on those lines... reason for sale as "family reasons" or similar would have been OK

All we have now is a CEO who has traded out of the company he leads leaving some "profit" invested.

[sunningdale1] 29/10/2019 13:38

For those interested in alternative Pharma stocks (shameless plug) Open Orphan AIM:ORPH a stock definitely worth keeping tabs on - Rises today and CEO Cathal Friel predicts 40% growth a year on recent podcast below with 2 million of his own money invested. They are currently on a presenting roadshow if anyone is interested hxxps://audioboom.com/posts/7361662-open-orphan-orph-ceo-cathal-friel-tells-alan-green-why-he-expects-40-percent-growth-year-on-year

The company has a four pronged strategy including a European health data collection platform - with patient clinical and genomic data. For measure GSK recently valued an Alzheimers neurologival disorder database for £300m so big money business. CCO Maurice Treacy explains on proactive


For those interested Maurice Treacy is holding a live webinar tomorrow 30th at 19:00 (UK time) hxxps://vtm.clickmeeting.com/orph

[rathean] 24/10/2019 12:01

Inflection point on the chart, either back to 80 ceiling or through 70 floor... something has to give imo dyor ofc

[marksp2011] 23/10/2019 21:33

The CEO exercised a bucket load of options a few days ago and dumped most of the shares on the market
Good to see that he left a few invested (out of his profits)
As he has all the inside information it does suggest that exit would be a good idea

Alliance Pharma plc (AIM: APH), the international healthcare group, announces that it has received notice that on 7 October 2019, Peter Butterfield, Chief Executive Officer of Alliance, exercised unapproved share options over 3,137,546 ordinary shares of 1p each in the Company ("Ordinary Shares") under the Company's Share Option Plans. The average exercise price was 34.5 pence.

Following the exercise, on 7 October 2019, Mr Butterfield sold 2,791,546 Ordinary Shares at a price of 73.5 pence per share. Following these transactions, Mr Butterfield's total beneficial interest in the Group is 374,376 Ordinary Shares, representing approximately 0.07 per cent. of the Group's issued share capital.

[bishan bedi] 23/10/2019 13:32

Where are you seeing these changes Rathean? I can't see anything on the website or here. Thanks in advance

[rathean] 23/10/2019 12:10

Some notable changes of share ownership this morning, I wonder if something is afoot... or just someone freeing up money for Xmas imo dyor ofc.

[rathean] 18/10/2019 15:07

Doubled up at 71 and change. Bit of a Brexit gamble but regardless circa 70 support appears to be holding all imo dyor ofc.

[marksp2011] 09/10/2019 07:33

and another big trade. Whatever is happening can't be complete as there should be an RNS.

Part of it may be a feature article in Shares mag with a buy note. Nothing in it we didn't know but still a full page buy rec.

[marksp2011] 09/10/2019 07:32

Winnings
This is pretty standard stuff - it is where APH get their products from :)
They are all sole supply agreements . Nothing unusual or strange about it. APH will come out of this clean but they have been included to compel them to hand over documents.

[winnings1] 08/10/2019 13:59

They sold sole distribution rights to a particular product, the buyer raised the price of that product instantly by hundreds %, without competition fears. Who took away the competition fears... Taking into account that APH specializes in the distribution of niche products, why sell that particular niche product with an 'undertaking' not to compete...? My understanding/interpretation is that the Investigation is looking into the latter...., but I could be wrong. High time we hear an outcome!

[marksp2011] 08/10/2019 12:31

If they were fined 100% of revenue it would be �200k...APH were pretty clear. They have been wholesaling and dont set the resale price

[winnings1] 08/10/2019 11:38

I am surprised at the share price rising despite the price-fixing investigation ongoing.

[2vdm] 08/10/2019 11:17

I agree and more to come as APH continues to deliver.

[marksp2011] 08/10/2019 06:48

BTW Bbird I now have enough capital gain to pay for my summer holidays for 6 next summer. two weeks all inclusive in the sun.

It isn't lightening but 132% Sp growth in 5 years

20% annualised total return over 5 years versus 6.29% for the FT100 - i know what I would go for :) (data from Morningstar)

[marksp2011] 07/10/2019 16:28

A series of big trades. Same thing last week
10M traded.looks like some sort of rollover or trade between acciounts