Animalcare Share Chat (ANCR)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Animalcare Grp	LSE:ANCR	London	Ordinary Share	GB0032350695	ORD 20P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+3.50p	+0.98%	359.50p	352.00p	367.00p	-	-	-	0	07:42:53

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Food Producers	14.7	3.1	12.5	28.8	215.39

Animalcare Share Discussion Threads

Showing 101 to 124 of 125 messages

Chat Pages: 5 4 3 2 1

Date	Subject	Author	Discuss
07/7/2017 11:24	On an enterprise value basis in particular it appears impossible to justify this deal on traditional “value” grounds.	investorschampion	Read Full Thread Reply
26/6/2017 23:07	Maybe - it's their acquisition philosophy that's the killer for me.Pity ANCR looked a good long term hold.	trident5	Read Full Thread Reply
26/6/2017 22:51	might expect now that Ecuphar is a public co, margins might improve hopefully as the Directors take less out and there might be some synergies to be realised with Animalcare?	mw8156	Read Full Thread Reply
26/6/2017 21:48	MW - I think it's a bad deal because: - they've paid a very hefty multiple; - there's no demonstrable evidence that the acquired company is growing organically - it will continue on an acquisition spree, the admission document is clear about that - these really end well; - there's now quite a lot of debt on the balance sheet; - margins are very thin; and - it's not clear why Animalcare have done this.	trident5	Read Full Thread Reply
26/6/2017 21:39	too early to say whether it will be bad for holders; could reach such a conclusion may be in a year or two am disappointed that Ecuphar has obtained a lot of goodies without paying eg a listing on the stock market and effectively taken over ANCR without paying any sort of premium	mw8156	Read Full Thread Reply
26/6/2017 20:39	I've sold out too, it's an unbelevably bad deal for shareholders. 3800	3800	Read Full Thread Reply
26/6/2017 15:23	I'm out too. It's been a great share but I don't think this deal adds up. I don't like how it's being rushed through - why? Why the massive urgency to buy an unquoted company? I don't like how control is effectively being given to two people I've never heard of. I don't like how they have gone from being in a profitable niche to what seems like massively overpaying for a reverse takeover. And I don't like how private shareholders were locked out of a placing at a large discount. And I don't like how a significant cash balance has been turned into debt (if I read it correctly). It's a shame because it was a great company and I thought had more promise to come. Best of luck to remaining holders.	cisk	Read Full Thread Reply
26/6/2017 12:32	Ecuphar have much lower profit margins. I am struggling with this one. They are paying £135m for a company earning £3.5m, so PE of around 38.I've decided to sell out as this is a completely different proposition now. Might work out well but happy to watch from sidelines for now.	hydrus	Read Full Thread Reply
26/6/2017 12:31	got an email to say trading had recommenced, down 20p so it could have been worse, not best pleased but not expecting the management to be interested. 3800	3800	Read Full Thread Reply
25/6/2017 11:18	I'm presuming that this is a move to avoid the consequences of Brexit.	trident5	Read Full Thread Reply
23/6/2017 09:26	Thanks for doing the maths on that one nfs, not that we can sell up at the moment anyway, I'm not sure if the larger group will enjoy a higher rating but it hardly looks like a bonanza for existing shareholders. 3800	3800	Read Full Thread Reply
23/6/2017 09:14	It's 8.6m shares to raise not less than £30m so implying a price of approx £3.49	nfs	Read Full Thread Reply
23/6/2017 09:00	Let's wait and see - I personally was looking at the positives i.e. Step change in size and profits with multiple new cross selling opportunities. Although this won't mean much if the share price drops 30% on relisting	essential	Read Full Thread Reply
23/6/2017 08:32	Nfs, no share price reaction as they are suspended this morning. Personally, I want to understand more why they are doing this deal (as opposed to continuing to grow organically) and does anyone know what the placing price is? I believe it's not set yet, if it turns out to be any lower than the current market price pre-suspension the private investors, i.e. us, are shafted as we cannot participate in the placing. This is quite disgusting as it's a huge placing of 40% of the company. I wonder how many shares are in PI hands?	cisk	Read Full Thread Reply
23/6/2017 08:24	Ecuphar is a private company and I can't find accounts for it. Just have to wait for more information. Their board is basically taking over the ANCR board and the Ecuphar guys will own almost 50% of the business. We are actually now investors in Ecuphar in reality.	hydrus	Read Full Thread Reply
23/6/2017 08:14	Yes wow is the word. Not sure what the share price acting n is going to be today	nfs	Read Full Thread Reply
23/6/2017 08:06	Blimey ANCR had revenue of £15m last year, Ecuphar £68m. This is going to be on quite a different scale going forward, and a very different company. Most definitely a reverse takeover!	hydrus	Read Full Thread Reply
17/3/2017 14:36	10% price surge from 420 to 460 to buy today, has this share been tipped somewhere?	3800	Read Full Thread Reply
07/3/2017 14:22	Well these have been a tad tricky to but of late! Never mind, now i have finished loading up the price will no doubt re-trace heavily and provide better opportunities. I certainly liked the narrative of expanding oversees sales and my previous note to self which read something along the lines of "a tad expensive" were rather thrown in the bin.	thorpematt	Read Full Thread Reply
06/3/2017 23:53	Well, I'm pleased as a new investor.questionis, take profits or stick.?.	hopefuldave	Read Full Thread Reply
06/3/2017 14:30	Safe to say ....bullish flag ripped off in gale!	bothdavis	Read Full Thread Reply
20/2/2017 09:16	Hopefully forming a bullish flag here...	essential	Read Full Thread Reply
16/2/2017 11:34	Bought into these today. Breakout on v.high volume and scoring very highly on Stockopedia. Another bonus - it sits under the radar!	essential	Read Full Thread Reply
16/2/2017 08:58	Good healthy buying volume and l2 suggests more rises to come short term	davr0s	Read Full Thread Reply

Chat Pages: 5 4 3 2 1