Anpario Share Discussion Threads

[valhamos] 04/2/2020 08:42

Zipstick - thanks, this suggests that in the UK last summer was good for producing large amounts of hay and silage and that Carrs have seen a reduction in animal feed demand over the winter. So if the weather is good you can produce good quantities of quality forage so you don't need as much grain based animal feed which is more expensive.

However Anpario is not an animal feed business; it primarily supplies natural feed additives. The demand for its products arise from the need to maintain and improve animal health to maximise milk or meat production rather than any necessity to use animal feed.

On a personal note it is always a good thing when animal feed is minimised. It is much better for the environment and animal welfare that livestock are grass fed - (in fields or hay) rather than being dependent on grain based animal feed (e.g. herds kept inside most of the year)

[cerrito] 04/2/2020 08:11

I have made a note to ask about this at the AGM if I make it.

[zipstuck] 04/2/2020 07:41

Valhamos - Have a look at the recent trading update from CARR

[pireric] 03/2/2020 21:34

Side note just from my observations (no holding)

Brokers downgraded numbers after the recent trading update which Im sure hasn't helped the stock recently, and then the general perception of wanting to stay away (for now) from businesses with significant revenues in Asia

[valhamos] 03/2/2020 21:23

I'm not sure about your comment "In mild weather animals eat outside and farmers don't use as much feed." Do you have any support for this?

Isn't it the case that generally regardless of the weather unless you have very good quality grass/soil livestock are kept off the fields for a couple of months to give the fields a chance to recover. In winter livestock can cause soil compaction which will affect yields in spring.

This has been particularly an issue this year with the very wet autumn we had. If anything livestock were brought inside earlier than normal this year -




This time of year regardless of the weather I would also expect animal feed to be given to ewes in the critical pre-lambing period especially if the quality of the silage or hay was not sufficient. Similar for cows.


But in terms of impact on Anpario? I think their biggest selling products are in animal health e.g. Orego-Stim and the mycotoxin binder products. They will be used regardless of whether the animal is inside or outside so I doubt very much that Anpario is affected by feed volumes, and I haven't seen any reference to that in their recent reports.

[zipstuck] 03/2/2020 16:12

Valhamos - ANP makes feed additives. In mild weather animals eat outside and farmers don't use as much feed.

Now there is an avian flu concern.

ANPARIO plc is a leader in the manufacturing and marketing of high performance natural feed additives for global agricultural and aquaculture markets with products which improve the health and output of animals, thereby increasing profits for the farmer.

MERIDEN Animal Health recognises that, in general terms, despite the similarity of the problems faced by intensive livestock producers, factors such as environmental and climatic conditions create specific problems and requirements in each market. Meriden has structured its operations in pursuit of providing solutions to the problems wherever they occur

OPTIVITE specialises in the design, development, manufacture and distribution of non-hazardous, drug free ingredients and additives for the maintenance and enhancement of feed quality. Whether for microbial control, oxidation control or improvement in the nutrition of farm animals, our products are manufactured to the highest standards and with optimum environmental integrity.

KIOTECHAGIL supplies high performance natural feed additives to the aquaculture and agriculture markets. It brings together the expertise of Kiotech and Agil across the three key protein sources of poultry, pig and fish. Kiotechagil has a distribution network in over 50 countries and aims to be the leading player in supplying high performance natural feed additives - enhancing health, growth and sustainability in aquaculture and agriculture.

[vprt] 03/2/2020 15:26

Topped up just now - thank you, Mr Market!

[valhamos] 03/2/2020 08:01

Can you please explain how that affects ANP?

[zipstuck] 03/2/2020 07:11

Mild weather in Europe hits feed volumes.

[nocton] 30/1/2020 08:26

It's looking for excuses by mentioning the pound. It did go down to 1.20 vs USD, but was at 1.50 before the referendum and we could expect to move back there in due course. So they seem to be saying that they were not competitive before the pound fell?

[cerrito] 30/1/2020 08:23

Irritating that they did not define their interpretation of market expectations and can we all contact them to put it on next time.
I note a small increase in cash in H2.
Zipstuck Can you remind me of the issue with weather in Europe.
I was surprised at first by their comment on £ strength but the rate did go up from US1.274 at 12.18 to US 1.325 at 12.19.

[zipstuck] 30/1/2020 07:45

Would have liked a comment on weather in Europe for Q12020. So still not expecting any improvement

[valhamos] 29/1/2020 23:05

Promising ASF vaccine

[cerrito] 29/1/2020 22:45

I had been looking to top up before the China virus.
Somewhat surprised that the price had not fallen. I would have sold if it had not been for the wide bid/offered spread.
H1 2019 was tough for ANP in China because of ASF with a 12pc sales decline but we do not know the level of sales in China. I do note that even with the poor H1 2919 the margin of adjusted ebitda to revenue was higher in Asia than in Europe and the US.

[zipstuck] 08/1/2020 12:02

The mild weather in Europe wont have helped feed volumes this year so Im not expecting any fireworks yet

[valhamos] 30/12/2019 13:01

It's been a few years since I last held this share but I have been buying over the last few trading days. Turnover hasn't increased much since 2013 but operating margins and ROIC have and recent investment should move the dial a bit more. My timing might be a bit early because of ASF but expect long term growth to resume when we are over the worst which may have have already happened in respect of China.

[truffle] 16/12/2019 11:13

Wrong B/B
Post your ramping messages in the correct place

[sunningdale1] 16/12/2019 10:59

Following on from my previous Open Orphans (ORPH) post, Cathal Friel has delivered as promised with the all share merger with hVIVO (HVO). Seeing as HVO was trading at 30p at the start of the year, 2.47 ORPH shares for for each HVO share at 15.6p is great value. This follows partnerships with biopharma giant Ipsen Group and Venn’s deal with Carna Bioscience, and will leverage up and commercialise HVO’s sb through the Open Orphan health data platform.

At 5.6p this still values ORPH at just £14m - combine in HVO at £11m plus the preferred partnership agreements and ORPH is set for a big 2020

[cerrito] 25/11/2019 20:18

The London Evening Stanford had a piece about ANP today which really did not add to the sum of human knowledge and was neither bullish or bearish.

[truffle] 15/11/2019 07:28

Wrong B/B
Please stop posting messages/ramping other companies.

[sunningdale1] 14/11/2019 18:46

Nice little rise in the share price today. For those interested in other growing Pharma stocks, big news this week from Open Orphan! Venn Life Sciences, which is part of the ORPH group has been selected as the preferred partner for pharma heavy weights Ipsen Group’s ( Data Management and Biostatistics. The preferred vendor structure will last for a 3-year period. Ipsen had sales in excess of €2.2 billion last year.

This partnership has already delivered substantial revenues for the Open Orphan group and positions the business as an integrated drug development partner for Biopharma companies in Europe such as Ipsen.

CEO Cathal Friel commented:

“When we completed the reverse takeover of Venn earlier this summer we promised shareholders that one of our key objectives would be to transform Venn into a profitable pharma services company. This partnership is the first of many steps to make Venn profitable and deliver a re-rating of the business to be in line with the wider sector. I look forward to announcing more positive news in due course.”

CEO Cathal Friel ensures this is not an exclusive offer but Venn have more customers lined up for the coming weeks in recent podcast hxxps://total-market-solutions.com/2019/11/13/open-orphan-news/

[cerrito] 11/11/2019 11:50

Surprised that ANP has been so steady given what has happened to the EAH share price this morning.
One reason may be that for ANP, Asia represents 35% approx of total sales whereas for EAH Far East is over half.Also the percentage of pork sales for ANP is much(but do not ask me to quantify) lower than for EAH.

[cerrito] 03/11/2019 21:40

My reading is that the share price of both ANP and EAH will go nowhere till the worldwide situation of AFS is clearer and not apparent to me when that will be.

[sunningdale1] 29/10/2019 14:23

For those that were interested in my previous message on Open Orph (no worries if you're not) ORPH have very recently signed an agreement with Empiric Logic, a leading managed software service company. The Collaboration is the final stage in the completion of their Genomic Health Data platform and will speed up its launch.

Maurice Treacy highlights the significant value of the genomic health database in a presentation just before the announcement. Huge potential upside here. - (16:36 onwards)

"When I talked about the 10,000 data records we hope to collect or corral in our database, each one of those per patient is valued roughly, based on these precedents, at about 5000. So the nominal value of that database is about 50 million. That's just assuming a linear access fee. We hope there will be multiple pharma companies looking at this data at the same time."

For more info Maurice Treacy is holding a live webinar tomorrow at 19:00 (UK time) hxxps://vtm.clickmeeting.com/orph

[cerrito] 13/10/2019 20:12

An article from earlier in the week on AFS in China which suggests that the disease is not going away any time soon



Added a few the other day,