Alltracel Pharmaceuticals Share Discussion Threads

[cher price] 01/2/2008 15:19

I'm out - stop loss triggered.
May buy in again if it goes back down to 9p.
Hope it doesn't though, for the sake of the long term holders.
Good luck.

[james t kirk] 01/2/2008 14:42

Well if Hemcon were not interested they would have said by now as they have been clearly implicated. They must know enough that they will make at least one offer, so time will tell.

[viking1066] 01/2/2008 14:37

If that happens Wes there will just be too many questions to answer. The least shareholders should have a right to know is what was the offer, as indeed there was a preliminary approach so therefore there should have been a preliminary offer which was above the price at the time the approach was made.

If there was an offer that was declined then it should have to be disclosed, especially if there was communication between both parties as the board should be able to recommend to decline it and give a good reason why it has declined it based on what they expect management to do to bring the true value of the company up to a reasonable level and if not find an alternative buyer by appointing a corporate advisor to find one if they don't believe existing management can achieve that.

This would have been the second such approach within a year so obviously others see value where management cannot seem to extract it.

06 I can't see where there have been any signs of anything at all. That is and has always been the issue here. "If in doubt, do nowt" seems to be the company mission statement.

[wes1] 01/2/2008 14:18

If someone tries to take us out for peanuts - PIs lose out

then again, if management say "we are no long in discussions" - guess what the MMs will do to the share price

[06015197] 01/2/2008 12:17

The signs started to show on wednesday that all was not well. There hasn't been a lot of buying since the announcement and I don't believe that it is those buyers who are now getting out. No, I suspect the wheels are coming off, yet again. Just hope I'm wrong.
But, experience rather than hope informs my opinion.

[viking1066] 01/2/2008 11:43

I agree with 4web. The price support target as per the chart does not reflect the value of the likely offer as this is possibly based on the value of the cashflow of the business, plus a premium. People do take profits and that is the most logical explanation for the peak. after all look at AMS and how they more than doubled, it was not quite a straight line, but not that far off it when people realised the value of the cashflow.

[wes1] 01/2/2008 11:15

and here is the reply -

Thanks for your enquiry.

As the Alltracel announcement was ahead of the Cardinal/HemCon announcement, no reference to the other markets could have been headlined.

The Alltracel reference to "all relevant markets" is correct.

.........................

No idea where we are now maybe this is talking about Nanospider, but I don't know -

"New models are thinner, more flexible and sized differently than the original HemCon 4-inch square military bandage" -

[wes1] 01/2/2008 11:06

This will help a bit more -It's the text of an email I sent Alltracel about the announcement -

The headline of the Agreement announced yesterday states
"serve the Military Market"

Yet the body of the Agreement states
"all relevant markets"

Could you please clarify - this is important given the 4 year distribution agreement for the civilian market announced last night between Hemcon and Cardinal Health.

[buywell2] 01/2/2008 11:03

Thanks Wes so ,

Following the successful completion of product concept testing in the US and the Czech Republic in Q2 Nanopeutics™ has agreed a technology development agreement focused on Chitosan- based Nanospider™ technology for advanced woundcare applications in all relevant markets.


Any ideas where we are with the above ?

[wes1] 01/2/2008 10:59

This will help -

Alltracel Announces a Nanopeutics™ Product and Technology Development License Agreement with HemCon Medical Technologies to Serve the Military Market

Up front license fees and products expected to be on the market by 2008 Thursday, July 19th 2007: Dublin, Ireland and London, UK

Alltracel Pharmaceuticals Plc., ("Alltracel", or "the Company"), (AIM:AP.L), the Healthcare Innovation Group focused on the Woundcare, Oral Care, Dermal Health and Cardiovascular Health markets, today announces its Nanopeutics™ subsidiary has signed a licensing agreement for its technology with HemCon Medical Technologies, Inc., the haemorrhage control market leaders in military markets.
Following the successful completion of product concept testing in the US and the Czech Republic in Q2 Nanopeutics™ has agreed a technology development agreement focused on Chitosan- based Nanospider™ technology for advanced woundcare applications in all relevant markets.
An undisclosed license payment is payable immediately and will develop into a royalty revenue model for the completed Chitosan-Nanospider™ products which are expected to reach the market by 2008.
Commenting on the announcement, Tony Richardson, Alltracel's Chief Executive Officer said;
"The Nanopeutics™ technology has been well received in the market place, and today's announcement that HemCon Medical have decided to license our technology underpins the full potential it offers. HemCon is the leading haemorrhage control company serving the military markets and we are excited that we will be working together with their team to bring the Nanospider™ technology to market by 2008."

[wes1] 01/2/2008 10:46

buywell2 - i'm more than happy to correct you because you're wrong!

[4web] 01/2/2008 10:43

Think all those charts are nice for large, LSE listed, companies, not for small AIM companies...

[buywell2] 01/2/2008 10:40

This stock might move to 9p according to the chart

[buywell2] 01/2/2008 10:33

Resistance encountered

[buywell2] 01/2/2008 10:28

Correct me if I am wrong but didn't AP. licence HemCon to use nanospider for

'Military Applications only'

As far as I am aware the professional woundcare application was not granted

[viking1066] 01/2/2008 10:18

Don't be surprised at all by the lack of consideration at all to small shareholders keeping them in the dark. However in defense of the share price perhaps with the initial leaks before the press articles it was inevitable that those who got in at 9p were likely to take a 30% profit.

[4web] 01/2/2008 10:09

Strange to see the share go down.

[james t kirk] 31/1/2008 12:33

Well im glad to see offer back up again, i thought we might start sliding but maybe the large holders are adding again?

[viking1066] 31/1/2008 11:42

Buywell, Ransom made a total mess of the recall situation. However I agree that bad management can make a mess of a good situation. It does not mean the fundamentals are wrong, merely that the management don't know what to do with them :-). For that very reason I guess two wrongs don't make a right, but the right buyer of Ransom and/or AP could seriously show some upside if they had a sales person who could close a deal.

One other point from looking at Phytopharm annual reports they could easily do with a decent revenue stream to overcome some of the shortfall of the other research they are undertaking. They have cash and a valuation of close to what the cash value of AP is worth and are in the functional food space.

[viking1066] 31/1/2008 10:05

4web this company is not known for speed :-)

[4web] 31/1/2008 07:11

We must see a bid coming in somewhere next week I guess.

Let's wait and see.

[viking1066] 30/1/2008 14:12

Buywell, I never like to repeat myself, but you are welcome to :-). As an addendum to my previous list I would have to add two other sub £100m small cap companies, Phytopharm Plc and Ransom Plc. Both of these could easily create massive synergies as they are in the same plant extract and neutraceuticals space and could benefit from the science and the distribution channels that Alltracel has for their existing products as well as boost their existing revenues.

[buywell2] 30/1/2008 13:37

Cyprotex (CRX) showing some movement today

The chart is now looking to put in a 'W' bottom which if it completes indicates a movement to circa 6.5p sharpish

I believe there is every chance that they might win a large contract soon...the largest they have ever won to date

[buywell2] 30/1/2008 13:34

Did I not say that there would be some profit taking at circa 13p a week back?

To be expected
However to sell before news of the buyer comes out seems a tad premature. This is the 2nd buyer to sniff around , there must be something worth looking at.

Don't like to say this but this is worth reading again....he is getting better

Viking1066 - 28 Jan'08 - 17:12 - 1715 of 1736


Well if a buyer were to announce soon then there is some 30 days and an EGM to be arranged, unless another buyer is lurking in the background waiting to see, like us, what the offer is likely to be be and then show their hand.

It would be hard to see Convatec willing to accept Hemcon taking control of nanospider supply if they have been funding development over the last 12 months and allow Hemcon to sell it to their competitor Cardinal Health, especially if Cardinal Health are competing with Convatec in the same space.

It is possible that AMS could make a bid, Hemcon, Convatec and those are the ones we know of, but as Wes1 said earlier there is also the Linden private equity player who tried to buy out Westone early in 2007. This is a case of the sum of the parts exceeding the value of the current share price and let's hope the board realise the true value and not take the first offer.