Share Name Share Symbol Market Type Share ISIN Share Description
Amryt Pharma Plc LSE:AMYT London Ordinary Share GB00BKLTQ412 ORD 6P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  2.50 2.0% 127.50 125.00 130.00 127.50 127.50 127.50 177,922 07:47:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 13.0 -23.1 -8.4 - 197

Amryt Pharma Share Discussion Threads

Showing 4901 to 4918 of 5375 messages
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DateSubjectAuthorDiscuss
31/8/2019
12:44
webpsx. I must admit to being confused by yesterday's holding RNS concerning Amati's shareholding. The previous holdings RNS concerning Amati was issued on the 9/5/2018 and gave their shareholding as 8,500,000 shares (3.09% of shares then in issue). That 8,500,000 shares became 1,416,667 after the 1 for 6 consolidation. Yet yesterday's RNS states that Amati's shareholding is now 2,384,513. The RNS states that's 4.73% of the shares currently in issue and is down from 5.2%. The only explanation that I can come up with that ties in with the RNS's and the figures is that Amati took part in the initial interim placing @ 90p per share and sold some of the shares they bought in that initial interim placing yesterday for a quick 14.4% profit! The two big trades yesterday of 124,166 and 120,000 shares ties in with the reduction in Amati's shareholding from 5.2 to 4.73% as per yesterday's RNS. Unless you can find an RNS, webpsx, that shows that the percentage Amati shareholding increased from 3.09% (as at 9/5/2018) to 5.2% prior to the initial interim placing then I believe my previous assertion that those two big trades yesterday were, in fact, sells by Amati of some of the shares they bought in the initial interim placing. I look forward to your reply, webpsx.
papillon
31/8/2019
11:47
mdalos1 31 Aug '19 - 12:22 - 4782 of 4782 0 0 0 How many Interim Initial Placng shares do you think were issued ? >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> I KNOW how many shares were issued. The information is contained in the RNS's which I have read. It's 4,580,288 (50,383,169 - 45,802,881). There are going to be two interim placings. This was the first. Ray Stafford bought circa 918k of those shares @ 90p for circa £826k. Obviously no other Director, or shareholder with over 3% of the shares, took part in the placing because it would have been mentioned in Tuesday's RNS.
papillon
30/8/2019
21:43
You are correct webpsx. The percentages do tally. Amati AIM VCT are one of a number of institutional investors with more than 3% of the shares in issue. I wonder why Amati AIM VCT are the only ones who have notified AMYT (and then AMYT have issued an RNS) that their percentage holding has decreased in line with the increase of the shares in issue following the interim placing? If those 2 large trades separated by just 22 seconds are NOT both sells (which would explain why the share price never fell after they went through this early afternoon), then what are they? My original theory (which I deleted) was that it was a BED and ISA. The first trade was a sell of 124,166 shares and the second trade, 22 seconds later, of 120,000 shares was a buy back of 120,000 shares for his/her ISA. Both trades were done at the bid price. Hence putting the shares in an ISA meant he/she "lost" 4,166 shares. Is such a high value BED & ISA possible?
papillon
30/8/2019
17:35
The holdings RNS from Amati reflects their reduced percentage holding after today's Interim Initial Placing shares were admitted to trading on AIM. Looking at the percentage changes it looks like the number of shares they are holding is unchanged.
webpax
30/8/2019
12:32
Propinquity Posts: 3,174 Price: 106.50 No Opinion Director Buy Today 10:48 A massive one, at that. Bronxville Posts: 1,170 Price: 106.50 No Opinion RE: Director Buy Today 12:54 A buy like that would give me confidence that they're expecting AP101 will get over the line. Ray Stafford,Mr Sudocrem should know his ointments. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Nice to see that Bronxville is turning from a bear into a bull of AP101 Of course it was stated that Ray Stafford was forking out £826k of his own cash in the interim placing in Tuesday's RNS. I first mentioned it on this bb two days ago. Of course it's bullish that "Mr Sudocream" has forked out £826k on more AMYT shares, but is he being bullish of the new AMYT (effectively Aegerion with a lot less debt), or AP101, or both? Whatever his opinion it must considered to be a massive vote of confidence in the new AMYT. I expect "Mr Sudocream" is a very rich man, but even so a £826k investment is not to be sniffed at. Lets hope that "Mr Sudocream" is still compos mentis! :-). Let's hope that Bronxville is still compos mentis! LOL
papillon
30/8/2019
09:25
mdalos1 30 Aug '19 - 09:48 - 4776 of 4776 0 0 0 I agree... any NASDAQ listing could be a pivotal moment providing the share price holds firm from September for a brief period. Have you done the Maths on the CVR situation, specifically regarding the CAP on funds that might become available, the total number of (different) CVRs that might be on offer and the possible potential value of them in 2+ years time, at a per Shareholder per Share valuation, based on actual new AMRYT shares currently proposed as of this September ? If you can work that out and factor in any/all possibilities of (for instance) actual Revenue, actual Market Cap, likely future SP, etc. the CVRs might not prove to be particularly valuable when all is said and done. Hard Cash is KING... I intend to sit atop my "Throne" counting my Loot by Xmas !! >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "Have you done the Maths on the CVR situation" NOPE! As far as I'm concerned the CVRs pay out possibilities are all just so much pie in the sky until AP101 passes it's Phase III trial. I'm ignoring them until that Phase III result just like I ignored the potential benefits from the FAST legacy O&G trust fund set up for existing FAST shareholders until someone showed an interest in exploring the Celtic Sea again; no one did!! I'm NOT going to turn the CVRs down because I hope AP101 might come good. Will it come good? No idea. You said AP101 was a 50/50 gamble. I agree it's a gamble, but I have no idea of the odds of success, or failure.
papillon
30/8/2019
00:39
papp been away from the markets on holida in belize and san diego for a couple of months and saw the rise and thought Christ pappis had a winner!! then saw consolidation. o well puppy the chart loos good atb
purple11
29/8/2019
22:29
mdalos1 29 Aug '19 - 21:47 - 4773 of 4773 0 0 0 approx. 2/3rds of the US Business's debt gets written off but Shareholders in that failing Business end up with approx. 2/3rds of the new AMRYT, whilst carrying over approx. 1/3rd of their current/original debt. They (the US) like the look of what we may have (tbc) and are using us as an instrument to reinvent themselves in order to write-off a large chunk of their own Business failings. We're being acquired, the real Investors/Financial Institutes orchestrating matters are offering a brief Premium to us as part of their takeover of us and a "Carrot" to stay put for the medium-term. Lots of (RTO) smoke & mirrors, for sure... and (our) AP101 is just the gamble it's always been. p.s. There's more to the CVR arrangements than what you've gleaned from that RNS AND what you've posted is actually NOT supportive of what you're claiming either, if you read what you've written !! You need to read your Shareholder Pack and the specifics of the lengthy CVR section >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> But, mdalos, by your own figures the new AMYT will have only 1/3rd of the debt that Aegerion had and still have that circa US$130m (revenue for 2018) Aegerion revenue from Juxtapid and Myalept sales to service that much reduced debt, plus the revenue from Lojuxta. That Aegerion debt totalled US$446.6 (though that was reduced after 2018 ended according to the Novelion a/c's). Even if it was US$446.6m by your figures that would be reduced by 2/3rds to US$147m after the takeover. With a possible US$150m+ turnover in 2019 they should be able to service that debt by paying the annual interest bill on that US$147m debt (and maybe paying off some of the outstanding debt?). The annual interest bill is likely to be much less than US$30m on US$147m. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "We're being acquired" >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> We all know that mdalos. It's an RTO. AMYT is being used as the RTO vehicle rather like FAST was the RTO vehicle used to list Amryt. As I've said before, mdalos, I'm only a tiny shareholder and I'm prepared to wait for the Nasdaq listing and see how the Americans value AMYT. When that happens I will make up my mind whether to sell. Just like you in fact!
papillon
29/8/2019
20:46
mdalos1 29 Aug '19 - 20:39 - 4770 of 4771 0 0 0 The whole CVR situation looks like an enticing medium-term offer, designed to lock people in for another 2-3 years... but could so easily amount to nothing too. There's a lot of Aegerion's debt being taken via swings & roundabouts and the reformed (new) Amryt HAS to make regular quarterly interest payments from the get go. It looks for all the world as though this is designed to give the impression that (old) Amryt's potential Products might actually come to something (the carrot to stay with and agree the arrangements) whilst the actual nearer-term reality is one of large Debt for (new Amryt) and very significant benefits to US Creditors. If the actual share price of our actual new Shares actually do what I expect them to do in the short-term, particularly should a NASDAQ listing complete, I will be off & away with me loot. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "The whole CVR situation looks like an enticing medium-term offer, designed to lock people in for another 2-3 years... but could so easily amount to nothing too." But mdalos once you have your CVRs you don't have to be locked into your new AMYT shares to benefit from AP101 (assuming it's successful) in the future. You can sell them and still retain your CVRs. Here's what yesterday's RNS states: "Contingent Value Rights ("CVRs") Shareholders in Amryt, on the CVR Record Date, will (conditional on closing of the Transaction occurring) receive CVRs pursuant to which up to $85 million may become payable to Amryt's existing Shareholders and Option holders if certain approval and revenue milestones are met in relation to one of Amryt's principal products, AP101. The CVR Record Date is 20 September 2019. If Shareholders sell their Ordinary Shares in advance of the CVR Record Date they will not be entitled to receive CVRs. The value of these CVRs is up to US$1.48 per Ordinary Share (GBP1.22 based upon an exchange rate of GBP1:$1.21)." >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "If the actual share price of our actual new Shares actually do what I expect them to do in the short-term, particularly should a NASDAQ listing complete, I will be off & away with me loot." It's never wrong to take a profit, mdalos, so your stratagem could well be the correct one. ATB whatever you do.
papillon
29/8/2019
20:21
Most of the debt has been effectively written off (hence the bond holder action). It was the debt that sunk them in the 1st place.
waterloo01
29/8/2019
18:59
The AMYT story has just begun. I’m holding for the foreseeable
volsung
29/8/2019
18:16
mdalos1 29 Aug '19 - 16:29 - 4764 of 4767 0 0 0 Could be sometime January, maybe earlier but it won't be September, nor October, nor November, possibly Xmas !! I expect I'll be long gone sometime this Autumn, unless some sort of factually trustworthy revelation occurs before December that encourages me to hold "long". >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>. Whatever will be, will be, mdalos. No more dodgy analysis from me! I've learnt my lesson! At least AMYT shares are tradeable again after being suspended for around 3 months. If I wanted to I could sell my shares now having made a bit more than 30% profit, but I'll stick around and will add a few more before the 20th September provisional CRV deadline. I've only gambled money I can afford to lose. Perhaps Ray Stafford is so rich he has only gambled money (£827k) he can afford to lose, but I have my doubts. His large personal investment gives me confidence in the future; after all he is an AMYT insider whereas we are all outsiders. This AMYT/Aegerion takeover saga reads like a thriller where the reader has to wait until the final chapter to find out the outcome.
papillon
29/8/2019
17:37
I'd really like to see some independent analysis of the combined entity. I hope it will make illuminating reading, as and when one gets done.
waterloo01
29/8/2019
17:06
There are plenty of references to the planned Nasdaq listing in the doc on Amryt.com
alphabravo321
29/8/2019
15:38
That's how I read it papillon
webpax
29/8/2019
15:04
I presume, webpax, that the "within 90 days of closing" refers to within 90 days of the Aegerion takeover being closed? In other words within 90 days of the 24th September, the provisional date for the AEgerion takeover deal to be finalised? tia
papillon
29/8/2019
14:35
"Pursuant to the agreement, New Amryt will apply to list its ordinary shares, or American depositary shares representing New Amryt Shares, on Nasdaq within 90 days of Closing. "
webpax
29/8/2019
14:13
Thanks waterloo01. I'll have a look. I was trying to be too clever by half with my earlier post (I deleted the nonsense I posted). I was looking for a motive that wasn't there! I hope I'm not getting senile in my old age! Or worse still becoming a conspiracy theorist! LOL. I don't want to end up in the looney bin in the next bed to mdalos! Only joking, mdalos! The share price is holding up well. I will continue to hold and may add a few more before the CRV cut off date of 20th September. I can't predict the future, but I'm sure it's a good gamble and currently one of the better AIM gambles. I wouldn't mind holding between 5000 and 6000 shares by the 20th September. We've had 3 placings so far. The initial one at 24p, then the one in September 2017 at 20p and now this latest one at the equivalent price of 15p (90p after consolidation). Hopefully the next promised placing at the equivalent price of 24.66p (148p after consolidation) augurs well for the future as it will reverse the downward trend in placing prices.
papillon
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