Alliance Pharma Share Discussion Threads

[blackhorse23] 25/7/2022 23:01

CURY (LSE) another all ticked box stock .. revenue growth 10 per to 10.1 billion, profit 186 million, dividend yields 7 percentage , share buy back allocated 75 millions pounds....

[2vdm] 21/7/2022 09:55

Kicking myself for not buying more earlier this a.m.

[jimee] 20/7/2022 21:32

Expect a bit of a rebound tomorrow and or Monday.

[powereddrones] 20/7/2022 19:05

Everything in TU is broadly in line with market expectations, and yet the price falls, why? Have I missed something?


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There is trouble in the pharmacy sector. Testerworld collapsed and didn't find a buyer. Boots withdraws it's sale as it can't get the price it wants. And take a look at the high turnover of drivers - it is a thankless task. Pharmacies are starting to close as they can't find staff to keep them open.

There are various headwinds that I see on the ground anecdotally.

[eigthwonder] 20/7/2022 18:45

management have quite a long track record of being quick to give you the good news and slow to admit the bad stuff. TU has plenty of flags to make you worry about H2 - all this on a company which has outperformed because it has picked up the "defensive" label.

[dogwalker] 20/7/2022 15:31

This is true.

[haroldthegreat] 20/7/2022 14:12

the menopausal product in the states has seen a decline . There is only one ingredient in it that seems not available on its own . To be honest I haven't checked but i have never come across it before . I will delve into it when i have time . The other ingredients are available in other forms but perhaps not in their particular forms . Whether their form of the ingredient is superior , as they claim , i do not know .
Someone may like to look at it . They make hydromol cream but i do not see much demand for it .

[2vdm] 20/7/2022 13:12

Blackhorse. Not sure about MCB. High level of debt and according to Simply Wall Street revenues look like declining over next 3 years. Here's the link: Good luck. I'm sticking with APH but dyor.
hxxps://simplywall.st/stocks/gb/household/lse-mcb/mcbride-shares#about

[2vdm] 20/7/2022 13:06

wad collector I agree and have topped up by 3K @ 100.23. Well run company and 2nd half looking strong.

[blackhorse23] 20/7/2022 12:08

MCAP to high compare to its revenue... MCB (LSE) looks very cheap today mcap 29 millions, revenue 700 millions .. growth 3 percentage with strong H2

[wad collector] 20/7/2022 10:10

Decided to add at 102 , seems like an opportunity to me.

[stevenlondon3] 20/7/2022 09:45

There was a 460,000 cross trade at around 101.5.

[westdean] 20/7/2022 09:37

Everything in TU is broadly in line with market expectations, and yet the price falls, why? Have I missed something?

[wad collector] 20/7/2022 09:21

It is on the Alliance website as one of their products but not specific about which countries; as you say, seems not the UK. Thornton and Ross, who in turn are part of the Stada group. These tangly international conglomerates are hard to follow. I see from the TU it is China that the Nizoral licence is held.


Sp taken a dive this am of 10% thanks to the TU. Which is in line, so looks a bit overdone.


Group see-through revenue of GBP81.6m was up 1% on the prior period (H1 21: GBP80.9m) and down 2% at constant exchange rates ("CER"). As detailed in our AGM trading statement on 18 May 2022, Group performance will be more heavily weighted to H2 than in previous years owing to the lockdown in Shanghai and associated temporary disruption to our supply chain, coupled with our anticipated revenue trajectory for both Nizoral(TM) and Amberen(TM).

Whilst we controlled our costs well in the Period, we expect H1 22 gross margin to be below prior year due to sales mix and some cost inflation in warehousing and distribution. We anticipate gross margin to improve in H2 22 through favourable product mix and lower freight costs as supply chains normalise. We remain focused on controlling operating costs and have efficiency programs in place to help mitigate further cost inflation.

In-market consumer demand for our brands remains strong and the Board expects that the full year financial performance will be in line with market expectations.

[haroldthegreat] 14/7/2022 09:32

Wad sorry to point we do not own rights to sell nizoral in the uk as far as I am aware.

[blackhorse23] 13/7/2022 02:32

CURY (LSE) looks very attractive, FY dividend 3.15p , launching share buy back of 75 millions, profit 186 millions, revenue over 10 billion, hmmm

[2vdm] 19/5/2022 07:49

Thanks davebowler. One of my bottom drawer shares

[davebowler] 18/5/2022 10:40

Liberum;
The Group’s AGM statement reiterates full year expectations. The release indicates the business to be
in good health, but also confirms that the full year performance is expected to be H2 weighted. Whilst
this was in prior expectations and guided to at prelims, it adds a cautious tone. As H1 pressures
continue to ease, we are confident in management’s ability to deliver on full year expectations given
their track record of doing so we maintain our 2022 estimates of £45m adj. PBT. At current levels,
shares look cheap, and it provides a good opportunity to accumulate stock in this serial compounder.
We remain at Buy with a TP of £1.45, offering >25% upside.

[wad collector] 03/4/2022 17:39

Strong looking share price graph, and some niche products. From a UK perspective the Nizoral brand is well placed bearing in mind the pressure for the NHS to not prescribe these borderline drug/consumer products. The Over The Counter alternatives are not well known and the brand name is strong.
The other main products also have solid market positions , though I am a bit sceptical about Amberen menopausal vitamin pills . The only logical non-hrt medication is Vit D / Calcium and there are cheaper alternatives, though there will always be people willing to pay for an apparent specific treatment, like all these nonsense symptom -specific nurofen brands with no logical distinction. I guess it is also in the American market where you only have to look at the number of vaccine sceptics to realise that selling them vitamin pills is not about science.

[wba1] 22/3/2022 10:33

Very solid results. The next acquisition must be on the horizon. Strange how this business model seems rare given the success here and similar success by Galen in the past.

[2vdm] 22/3/2022 09:35

Excellent set of results and all signs bode well for 2022 and beyond including penetration into the US market with Amberen.
Peter Butterfield, Chief Executive Officer of Alliance, said :

"I'm delighted with the strong operational and financial performance of the Group in 2021. Our Consumer Healthcare business continued to perform well, with Kelo-cote enjoying another excellent year as we capitalised on the opportunities identified for the brand. Group double-digit organic revenue growth was complemented by the acquisition of Amberen which, coupled with solid cost control, resulted in strong cash generation allowing us to reduce both net debt and leverage.

"2022 has got off to an encouraging start. We remain confident in our ability to further capitalise on identified organic growth opportunities within the business and to deliver financial performance in line with market expectations. In addition, we continue to evaluate opportunities to selectively add complementary acquisitions to our Consumer Healthcare platform, taking advantage of our strong cash flow and reduced leverage."

Outlook for 2022

Our clear focus on the core Consumer Healthcare business in addition to our well-established, scalable platform across EMEA, APAC and the US, should support significant organic growth this year and beyond.

We expect to see increased growth from Nizoral in 2022, as we accelerate the roll-out of our strategic plan for the brand, and as the impact of the pandemic recedes. We also anticipate sales growth acceleration for Amberen now that the business is fully integrated into our enlarged US operations, and we realise additional revenue opportunities. The new Kelo-cote distribution agreement put in place in 2021 should enable us to drive further growth in cross-border e-commerce ("CBEC") sales and provides an opportunity to extend the range of products made available through this channel, potentially increasing the growth of a number of our other consumer brands.

We now have a more balanced consumer portfolio around the globe and, as our net debt and leverage continue to reduce, we are increasingly well placed to participate in complementary acquisitions in the consumer healthcare space, especially those that can leverage our established infrastructure. With a proven ability to extract value from our key consumer brands and acquired consumer brands, we remain confident in our ability to realise our mid-term growth ambitions.

* The performance of the Group is assessed using Alternative Performance Measures ("APMs"), which are measures that are not defined under IFRS, but are used by management to monitor ongoing business performance against both shorter term budgets and forecasts and against the Group's longer term strategic plans. APMs are defined in note 14.

Specifically, see-through revenue includes all sales from Nizoral(TM) as if they had been invoiced by Alliance as principal. For statutory accounting purposes the product margin relating to Nizoral sales made on an agency basis is included within Revenue, in line with IFRS 15

[2vdm] 21/3/2022 10:21

Results due tomorrow

[2vdm] 16/3/2022 07:49

Don't worry. I've been a Baggies fan for 60 years and I only get worried when we score a goal!

[wba1] 15/3/2022 09:02

2vdm; afraid so. Although I nearly gave up when we sold Pereira for a pittance.

[2vdm] 15/3/2022 07:58

Thanks wba1. Thought it was something like that. "wba"? not another West Brom fan? That makes 2 of us