Alliance Pharma Share Discussion Threads

[wad collector] 28/9/2021 22:47

Tipped as a hold in IC this week FWIW.

[wad collector] 21/9/2021 16:16

This BB is humming with excitement ever since I acquired some in March. Usually shares drop when I buy them and the BB gets busy. I like this. Though won't buy much with the dividend.




Interim results for the six months ended 30 June 2021

Strong growth from Consumer Healthcare brands and integration of Amberen complete

Full year outlook in line with market expectations

Alliance Pharma plc (AIM: APH), the international healthcare group, announces its interim results for the six months ended 30 June 2021 (the "Period").

HIGHLIGHTS

-- The Group traded strongly in the Period with an excellent performance from Kelo-cote(TM), an uplift in revenue from Prescription Medicines and a significant contribution from recently acquired Amberen(TM)

-- See-through revenue in total up 24% (+28% on a constant currency basis ("CCY")) to GBP80.9m; like-for-like ("LFL") see-through revenue, which excludes Amberen, up 9% (+12% CCY); statutory revenue up 27% to GBP78.6m (H1 2020 GBP61.7m)

o Strong performance from Consumer Healthcare brands, with see-through revenue up 30% overall (+35% CCY)

-- Kelo-cote revenue up 54% (+62% CCY)

-- LFL Consumer Healthcare revenue up 8% (+12% CCY)

o Prescription Medicines revenue up 12% (+12% CCY)

-- Underlying gross margin up 4.7 % to 63.8% of see-through revenue (H1 2020: 59.1%), reflecting favourable changes in product mix; statutory gross margin up 3.1% to 65.6% (H1 2020: 62.5%)

-- Underlying profit before tax up 24% to GBP20.1m (H1 2020: GBP16.3m); reported profit before tax GBP16.5m (H1 2020: GBP0.6m)

-- Free cash flow GBP6.5m (H1 2020: GBP10.5m), reflecting the expected reversal of favourable working capital movements in Q4 2020 and the timing of sales within the Period

-- Leverage reduced to 2.21 times from 2.43 times at December 2020 and expected to fall below 2.0 times by the end of the year

-- Amberen integration complete and trading in line with management expectations
-- Interim dividend payment of 0.563p, up 5% (interim dividend 2020: 0.536p)

[davebowler] 29/3/2021 09:15

Alliance Pharma Rated New Outperform at RBC; PT 106 pence

[wba1] 23/3/2021 13:40

Decent results and outlook, and good use of non-cash impairments.

[2vdm] 23/3/2021 08:39

The recorded webcast will also be made available at the investor section of Alliance's website, hxxps://www.alliancepharmaceuticals.com/investors/

[2vdm] 16/3/2021 15:44

Looking forward to seeing the results for the 12 months ended 31 December 2020 due out next Tuesday.

[2vdm] 18/2/2021 09:52

RNSthis a.m.:
Alliance Pharma plc (AIM: APH), the international healthcare group, will announce its results for the 12 months ended 31 December 2020 on Tuesday 23 March 2021.

A conference call for analysts will be held at 10.30am on 23 March 2021; analysts who require dial-in details, please contact Buchanan at [e-mail].

A recorded webcast of the analyst conference call, including investor presentation slides, will be made available during the afternoon of 23 March 2021 at this link:

hxxps://webcasting.buchanan.uk.com/broadcast/60180f8da6bfbf43d06ac2ea

The recorded webcast will also be made available at the investor section of Alliance's website, hxxps://www.alliancepharmaceuticals.com/investors/.

For more information, please contact Buchanan on 020 7466 5000 or email [e-mail].

[thewheeliedealer] 04/1/2021 23:27

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes APH and some others with a similar business model. We also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management.

Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 39) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Happy New Lockdown !! WD
@wheeliedealer

[winnings1] 30/12/2020 13:42

Has anyone here had a look at Beximco Pharmaceuticals (BXP) This company has been appointed to be the sole distributor of the Oxford vaccine for the whole of Bangladesh. The share price has risen significantly off late, but more to come IMHO.
Cheers. But as always do your own research. ws

[wba1] 30/12/2020 10:22

2vdm; I wish I could deny it after last night. Strange day yesterday - excellent performance across investments followed by the biggest shambles I recall on a football field.

[2vdm] 30/12/2020 07:55

wba1 (please tell me it stands for West Bromwich Albion?). I agree. Immediately profit and cash enhancing with still more money available for a smaller acquisition(s) if a suitable opportunity arises, although I'd prefer to see the Biogenix acquisition settled in and reducing debt overall.

[wba1] 29/12/2020 22:40

Interesting acquisition. I have held this share for a few years, having bought in the low 40s. I originally bought as the business model bears some resemblance (although more OTC focused) to Galen, a company which made me very good profits in the early 2000s. And the more I see of APH the more it behaves like Galen - low risk, throws off free cash flow reliably and makes few mistakes in its dealings. I suspect this deal will be the last until 2022 and I may look to slice some profit if it tops 100p.

[winnings1] 29/12/2020 17:27

I generally do not like US-acquistions, often something goes not to plan.

[marksp2011] 29/12/2020 16:18

Well....a sudden burst of life :)

[2vdm] 25/9/2020 07:50

Also reduced my holdings substantially. I've done very well out of APH and still hold, but I can't see it going anywhere at the moment, although I may re-visit when we have more news

[winnings1] 22/9/2020 17:44

AMUNRO- What stock did you buy to replace APH, did it work out o.k. for you?

[amunro] 22/9/2020 09:54

Tesla is an interesting one. Are they are a car maker or innovator of next gen technology like self driving cars and batteries?

As an investor sometimes you just need to follow the market, make money, with the view to getting out when things dive. Its all about managing risk.

I got out of APH as I want the money to grow faster than APH offers.

[winnings1] 22/9/2020 09:38

I consider APH a sound and quite safe stock in the turbulent markets - of which we have seen some signs yesterday, and almost certainly more turbulance to come, IMHO.
In fact, also in the unit trusts terratory, I am mainly invested in the health sector (e.g. Schroder Global Healthcare unit trust).
I would, for example, not touch a madly overvalued stock like Tesla, where there is a chance of an implosion some day. We are living in weird times, some shere prices rising out of the pan, yet no certainty anywhere.
Take care, keep healthy.
Cheeers,
WS

[scooper72] 22/9/2020 09:24

Yep. Still holding and not really expecting anything amazing to happen, just holding for the long term (they are in a good market for the future) and also hoping nothing dire happens.

[amunro] 22/9/2020 09:14

Seems the investors are dead on this one... Anyone still there?

[2vdm] 02/9/2020 10:24

Not long before an update on 22nd Sept.

[winnings1] 10/8/2020 14:12

Re my previous message, I just had a look, and in my opinion it was a sale recorded an hour or two after the actual event/sale.

[winnings1] 10/8/2020 14:07

If an up-to-date purchase (i.e. today) the price would be up, a sale then down, But it could be a correction entry from a deal a few days ago, in which case it explains the then fall in the share price.