Animalcare Share Discussion Threads

[gopher] 23/7/2024 10:50

Does anyone know why the share price has jumped today

[p1nkfish] 21/5/2024 15:26

Good to see Harwood/Oryx upping their holdings.

[gopher] 29/4/2024 23:03

IC article this week comes to much the same conclusion as recent posts and may have resulted in today's small rise.

[gopher] 25/4/2024 16:34

I assume that they can make 10% pa eps growth from here without too many problems. What's difficult to know is how equitable it is company wide.

[p1nkfish] 25/4/2024 08:21

Options awarded. The conditions that need to be met for vesting are very reasonable and align very well with shareholder interests.

Good to see and a sign of intent.

[gopher] 23/4/2024 16:37

I have purchased, felt the newish management team have done well since put in place after near death experience 5years ago; paying down debt and now selling the animal chipping business to PE for a transformative sum. None of this is really reflected in share price What they do with the money is the question but CEO said a disciplined approach will be adopted.An under the radar stock in a good market ( I'm a previous Dechra holder)

[p1nkfish] 16/4/2024 17:01

Some decent volume through today at 213-214p.
Helping to clear a seller. 14x average daily volume of the past 3 months.
Highest volume since 7th Nov 2023.

[p1nkfish] 11/4/2024 14:30

DYOR etc but looking good to me for anyone with a 3-5 year timeframe.
IMC soon.

a) Attractive return
b) enhanced commercial licensing arrangement achieved - wider reach
c) Could be DECHRA, KANE BIOTECH + ANIMALCARE collaboration - CEO reads as keen on this element


"Chief Executive Officer of Animalcare, Jenny Winter said: "This transaction offers value for Animalcare on several levels. Not only have we secured an attractive return on our equity investment in STEM that adds to our investment firepower, we have gained enhanced commercial licensing rights that grant us more options to reach pet owners in these key markets. Further into the future, I'm also excited about the potential to accelerate development of new biofilm-targeting products by combining the knowledge and resources of all three parties."

[p1nkfish] 11/4/2024 14:23

Potentially another $5M approx USD from exit of equity in STEM whilst ANCR allowed distribution access to all channels in Europe and UK. DECHRA taking it.

Just found the analysts presentation on the web, page 16, the have approx 7 products or companies in discussion out of more than 450 to begin with. Homing in on target(s) and now have the cash and credit facilities to pull the trigger(s).



I like the look of the way they have a plan and focused on executing it.

[p1nkfish] 09/4/2024 10:37

IMC mid April for the results, presentation for analysts today will be on the website soon.
Net cash now, a good cushion.

[p1nkfish] 16/3/2024 12:27

A pullback before heading higher imho.
Was fortunate enough to be accumulating for a while.
Patience needed.
GLA, dyor etc.

[masurenguy] 16/3/2024 08:58

Looks like they got a very good price (£24.9m) for Identicare (annual sales just circa £3m) and the disposal has also enabled them to restructure the balance sheet with a post completition net cash position of circa £27m. Would doubt that the CMA investigation would have any significant concerns for them since the issue relates to Vet mark up margins rather than ANCR wholesale prices. This company seems to be under most retail investors radar screens but circa 70% of the shares are owned by around half a dozen institutions so this looks worth further research and investigation.

[1c3479z] 13/3/2024 16:17

have to agree that ANCR least likely to be affected by the CMA enquiry, just putting it out as a conjecture, if the whole vet industry is to be brought to heal by the authorities. Not trying to scare at all as ANCR is a family holding, albeit small, sadly, in comparison with my own holding in CVSG which is much more in the firing line.

[p1nkfish] 13/3/2024 15:13

Exactly. Trying to scare.
Need more vets = more competition = more demand = good for all except monopoly vets.
ANCR should not be damaged but more likely see more demand.

[wjccghcc] 13/3/2024 14:34

No. The CMA was complaining that some vets add a big mark up on the wholesale price vs the internet pharmacies.

[p1nkfish] 13/3/2024 14:28

Trying to scare?
Ignore and carry on.

[1c3479z] 13/3/2024 13:22

CMA mounting a big enquiry, will that impact the price of veterinary drugs in general including wholesale?

[p1nkfish] 05/3/2024 09:34

A monthly close above 229.5p and there is a chance it runs a while, no doubt some set backs along the way, but likely heading a decent amount higher thereafter. Dyor etc.

[p1nkfish] 28/2/2024 13:00

Need more Vets to increase competition and that should also increase demand for AnimalCare products.

[p1nkfish] 28/2/2024 12:13

More to do with Vets services and practices I believe.

[1c3479z] 28/2/2024 11:44

Will the CMA enquiry cause them any trouble if they've to reduce their product prices?

[p1nkfish] 28/2/2024 08:51

Was buying this whilst no one else was interested. Should have bought more. Can become a lovely little business spinning off cash and with some growth thrown in - assuming they allocate the cash wisely, which I think they will. CEO seems sensible.

[p1nkfish] 28/2/2024 08:09

If we were lucky enough to close the month over about 229.5p the complexion would change considerably. Perhaps a pullback afterwards but then march onwards and upwards imho. Dyor etc.