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| Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
|---|---|---|---|---|---|
| Anpario Plc | LSE:ANP | London | Ordinary Share | GB00B3NWT178 | ORD 23P |
| Price Change | % Change | Share Price | Shares Traded | Last Trade
|
|
|---|---|---|---|---|---|
| 5.00 | 1.69% | 300.00 | 19,616 | 08:40:00 |
| Bid Price | Offer Price | High Price | Low Price | Open Price | |
|---|---|---|---|---|---|
| 295.00 | 305.00 | 300.00 | 295.00 | 295.00 | |
| Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
|---|---|---|---|---|---|
| Pesticides, Agric Chems, Nec | 31M | 2.53M | 0.1245 | 23.69 | 59.92M |
| Last Trade Time | Trade Type | Trade Size | Trade Price | Currency |
|---|---|---|---|---|
| 08:43:57 | O | 993 | 302.00 | GBX |
| Date | Time | Source | Headline |
|---|---|---|---|
| 30/9/2024 | 07:00 | UK RNS | Anpario PLC Acquisition of Bio-Vet Inc. |
| 13/9/2024 | 07:00 | UK RNS | Anpario PLC Notice of Investor Presentation |
| 11/9/2024 | 10:28 | ALNC |  Anpario interim profit jumps 50% higher, as Middle East sales surge |
| 11/9/2024 | 07:00 | UK RNS | Anpario PLC Interim results |
| 14/8/2024 | 11:22 | UK RNS | Anpario PLC Director/PDMR Shareholding |
| 18/7/2024 | 07:00 | UK RNS | Anpario PLC Block listing Interim Review |
| 25/6/2024 | 14:34 | UK RNS | Anpario PLC Result of AGM |
| 25/6/2024 | 13:02 | ALNC | IN BRIEF: Anpario confident despite soft US and Australia trading |
| 25/6/2024 | 07:00 | UK RNS | Anpario PLC AGM Statement |
| 12/6/2024 | 16:11 | UK RNS | Anpario PLC Holding(s) in Company |
Anpario (ANP) Share Charts1 Year Anpario Chart |
|
1 Month Anpario Chart |
Intraday Anpario Chart |
| Date | Time | Title | Posts |
|---|---|---|---|
| 10/10/2024 | 15:59 | ANPARIO (formerly Kiotech) | 1,670 |
| 09/9/2020 | 10:03 | Anpario - Natural animal feed producer and distributor in over 80 countries. | 1 |
| 04/11/2008 | 10:58 | Appian Technology | 1 |
| Trade Time | Trade Price | Trade Size | Trade Value | Trade Type |
|---|---|---|---|---|
| 07:43:58 | 302.00 | 993 | 2,998.86 | O |
| 07:39:38 | 300.00 | 1,000 | 3,000.00 | O |
| 07:36:43 | 306.50 | 3,866 | 11,849.29 | O |
| 07:36:41 | 306.50 | 3,866 | 11,849.29 | O |
| 07:23:59 | 299.50 | 9,900 | 29,650.50 | O |
| Top Posts |
|---|
Posted at 10/10/2024 09:20 by Anpario Daily Update Anpario Plc is listed in the Pesticides, Agric Chems, Nec sector of the London Stock Exchange with ticker ANP. The last closing price for Anpario was 295p.Anpario currently has 20,313,131 shares in issue. The market capitalisation of Anpario is £59,923,736. Anpario has a price to earnings ratio (PE ratio) of 23.69. This morning ANP shares opened at 295p |
Posted at 08/10/2024 10:56 by vprt I am delighted with Anpario's capital allocation and focus on creating shareholder value - on a per share basis, as it should be. On the back of the recent excellent-looking acquisition and last year's cancellation of 4m shares at bargain price (the £9m TO), it is reassuring to now hear (on the IC podcast above) that the company stands ready to take advantage of any sudden crash that may affect AIM shares if/when the budget (likely) changes tax rules on 30 October.Also kudos for taking a huge number of questions on the recent - first and hopefully not last - IMC. The openness is reassuring and helpful. Otherwise I share pireric's excitement over the ongoing commercial and profit recovery. Revenue growth acceleration with operating leverage bodes well. So despite nicely and repeatedly increased forecasts from house broker Shore (which is the one to look at here), if recent trends continue (with management's limited visibility caveat noted), H2 should be excellent with a good chance for a beat. |
Posted at 01/10/2024 17:00 by pireric Rule number 1 of small caps, if you have conviction in your own thoughts and estimates, back them, because price discovery is usually very poor (unlike larger caps where I think that conclusion might be more valid). It was blatantly obvious at 235p that forecasts were too low, and yet it was like trying to sell a mouldy fish to some pretty smart investors.It's equally obvious to me right now that this is undervalued from a multiple perspective (at trough levels by quite some margin) and that estimates are still far too low. So I'll keep buying. Yesterday was a 9% eps upgrade and the share price reaction so far has been low single digit %, so it has derated Come back in 12 months, but all paths (barring an economic meltdown) lead to 450p+ on a 12 month view IMO. Very confident of that, which would put this probably in the top 5% of UK small caps for performance, I suspect Also generally some buyers strike on UK small caps ahead of the Budget. Plus the overall market today was pretty uninspiring. Would like to think that investors can recognise that EAH is a very weak readacross but then again the average general small cap investor probably doesn't know the differences if they haven't looked at them before Eric |
Posted at 30/9/2024 09:14 by cerrito Yes seems a v good deal and the premium to net assets paid seems very understandable.At least protection against any Trump tarrifs and good that have caught the tide of sterling appreciation against the dollar. I wonder why the sellers are selling at a valuation which is per Shore below the going rate. Good that management staying and my impression-and hope-is that ANP senior management team is deep enough to handle this. We need to brace ourselves for a charge for transaction costs in 2024 accounts.I am going on the basis that ANP uncovered this through their industry contacts and no broker's fee payable. I ask myself if they can use thr capsule in a capsule technology in other areas. I note without comment the very small decline in ANP cash in q3. |
Posted at 30/9/2024 07:21 by pireric An acquisition announced this morning of Bio-Vetwww.bio-vet.com Sounds like an interesting and good quality bolt-on deal. Lots of product and market synergies. EPS enhancing to boot. And paying a very good multiple. - Bio-Vet is also very dairy/cows focused, which aligns well with their diversification objectives - Bio-Vet has minimal presence outside of the US, so a chance to shove the Bio-Vet products through ANP's global sales channels - 6.5x EV/EBITDA multiple paid looks very attractive - "the global animal feed probiotic market is expected to grow at c.9% CAGR to CY28 (>$7bn market) and is >4x larger than the global phytogenic feed additives market (MarketsandMarkets). Shore Capital have boosted 2025 EPS forecast to 24.6p with still £7m of net cash at that point This firmly puts my 30p potential EPS for 2025 into play, at which point I'd expect a share price much closer to 500p. Setup continues to look very attractive Can see the stock up nicely today given the 2025 EPS upgrade is high single digit %. Forecast stacks that investors will see are now also projecting very healthy top and bottom line growth for the next 18 months which should support a return to historical multiples (high teens PE). Think its one of the most interesting and attractive UK small caps. Eric |
Posted at 27/9/2024 14:17 by igoe104 ANP don't need to ramp up manpower.( I've been around their factory facilitiey personally, )and they have the machinery to pack anything, and doesn't require alot of manpower... over the last several years they have spent well over million quid on machinery ready for substantial growth... |
Posted at 27/9/2024 07:45 by pireric Thanks, ShanklinWould disagree personally on whether the strategy is right or wrong as I just think it's the nature of the markets they operate in. Some countries only have £Xm of revenue potential today. We've seen the effects of what can happen in individual species when there is something that is a bit more challenging one year to next. Doesn't matter if you have the world's best swine products if the entire swine supply chain is moderately screwed one year because of a type of flu, or pork prices are through the floor. Agricultural markets almost by definition are a little up and down, but the brand aspect is maybe the bit that matters most for ANP. Once those brands have their market positions then they should be relatively more self-sustaining for re-ordering. The reasons certain geographies move one year to the next can be a whole host of reasons, as we heard, and ANP already has 80+ geographies presence. These are high value additives into niche areas of the market so £33m of revenue is not completely meaningless I would suspect in the scale of the growing global TAM; it's also why there aren't 500 competitors here. They already have a solid level of diversification, but I'd argue: - why shouldn't they tweak the core formulations they have to make them suitable for other markets? E.g. Orego-Stim Forte being an aquaculture version of the core Orego-Stim - If you've got a winning natural pellet binder, why not try to sell into both aqua and on-land markets. And if it's really that good with fewer residues and parties are interested, why not hold those trials to test the waters in completely ex-animal markets (heating) - Regardless of the above, not every trial/test will necessarily work, so there may sound to be a lot of trials at the moment, but maybe only a handful will reach prime-time and become meaningful - Sales channels primarily for some of these new growth areas are to the leading producers or distributors rather than trying day 1 to mop up 1000s of small producers. I just don't think most of these targeted initiatives are all that disruptive to management time in their early phases. They're trial-dependent, and then you just progress with the parties you've trialled with, and then go to major other producers. It's not like you need to establish a complex immediate supply chain, create completely different new manufacturing orientations, there's no need for aftermarket support for this type of product, or to go and do huge marketing campaigns day 1. Or alternatively, entering the Saudi market... has that really required very significant heavy lifting from ANP? Appointing a couple of distributors and they've done the heavy lifting on market access. India definitely has taken more meetings with Saife VetMed and structuring the relationship, but that's now up and running and if anything, that's taking some of the strain/burden away from ANP in tackling that market Also, flip the equation. £36m this year let's say, with 100 employees and not a whole lot of marketing cost at all reflects the strong efficiency of the business. The hope will be from me that this gets towards a £50m organic business without a commensurate increase in the employee base because of the operating leverage. Eric |
Posted at 20/9/2024 09:51 by pireric Can't say I subscribe to any technical analysis, Stonks! A continued work in progress which will change over time, but my forecasts here (See the image), which point to 30p of EPS potential for FY25 (vs. consensus around 23p) and justify my thoughts that the share price here will be materially higher in a year's time. Making no assumptions on them doing anything with the net cash balance, which would be accretive (buyback or acquisitions).Posted enough for now so will report back after the IMC presentation next week. Eric |
Posted at 18/9/2024 16:45 by pireric Yes I'm relaxed this will re-rate over the coming weeks and monthsSince the results, the share price is +16% yet its consensus FY25 EPS forecast is +37% compared to where it was, so the stock has materially derated (so far) to its trough long-term P/E, despite putting out the most bullish outlook it has it years. 14.2x NTM P/E is pretty much the absolute lowest levels over the past decade (13.8x in 2015, 13.7x in COVID) and it was at those levels only for around a week or so. From tomorrow, the likes of Stockopedia should show this on about 14.2x rolling P/E, which in itself should attract more attention And again, in my forecasts, all of these numbers will prove still materially too low. In my own numbers, I'm seeing this as a 425p+ stock on a 1-year view, and that's not assuming any upside EPS accretion from M&A Urge everyone to attend or watch back the InvestorMeetCompany next week, which should be interesting for a business that has never really done this before. I see a realistic world where this is doing ~30p of EPS in 2025... Eric |
Posted at 13/9/2024 07:09 by igoe104 Someone was asking for a investor meet.Anpario plc (AIM: ANP), the independent manufacturer of natural sustainable animal feed additives for animal health, nutrition and biosecurity, is pleased to announce that Richard Edwards, Chief Executive Officer, and Marc Wilson, Group Finance Director, will provide a live presentation relating to the Company's unaudited interim results for the six months to 30 June 2024 via Investor Meet Company on 25 September 2024, 15:00 BST. The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 24 September 2024, 09:00 BST, or at any time during the live presentation. Investors may sign up to Investor Meet Company for free and add to meet Anpario plc via: hxxps://www.investor Investors who already follow Anpario plc on the Investor Meet Company platform will automatically be invited |
Posted at 20/8/2024 08:16 by pireric Hopefully the IMC can shed light. I get the sense its a few things in the mixing pot1) general demand bounceback after a soft industry demand year, pockets of distributor destocking. Also price normalisation in some raw materials areas which would've priced out demand last year. E.g. check out formic acid 2) new products ramping up, such as those mentioned. Algae, Mastercube etc 3) mix shift towards the champion brands in the mix like Orego-Stim which continued to grow well last year but were offset by other areas 4) lower raw mat prices enabling ANP to be better price competitive in some lower GM areas 5) potential for new volume ramps in lower margin gear like what the note mentions in China contingent on positive outcomes of some of those fields trials Hopefully some of that will be evident in the first half numbers Pleased that the management team are being proactive on building shareholders and analyst relations with the site visit and now IMC. CFO Marc Wilson is (outside of quiet period as youd expect) also quite easy to liase with. Still have the sense that ANP is well off the radar and am very confident in what the next year will bring for shareholders from these levels Eric |
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