Eco Animal Health Share Discussion Threads

[smelleroo] 27/4/2016 09:09

Any buying back by the company would be announced to the market the day after. I am still trying to find the notes from peel hunt on Eco as they are v keen! Cannot find anything on the Internet

[aimingupward2] 27/4/2016 08:25

It may, of course be institutional buying, but I had wondered whether the company might buy some more of it's own shares. Very few have been bought since authorisation to do was put in place.

[audigger] 27/4/2016 08:12

Well spotted, I hadn't picked up on that news. Another tick up to start the day. The article confirms that they have a zero day withholding period in the USA but I still haven't been able to confirm whether or not this is now the case in the EU. Will do some digging!

[smelleroo] 27/4/2016 07:47

Pharmgate Animal Health launches Aivlosin 17% Tylvalosin
Apr 26, 2016
Ileitis can have a serious impact on swine producers’ profitability. Ileitis, particularly the chronic form, remains widespread on many swine operations, resulting in poor feed conversion and weight gains. Clinical signs may be subtle or absent; diagnosis by serology or polymerase chain reaction will confirm the presence of the disease. Veterinarians and producers can improve production performance through pig flow management and targeted treatment to reduce this form of the disease, a costly threat.

Aivlosin 17% Tylvalosin Type A Medicated Article from Pharmgate Animal Health administered as a sole ration in the feed is effective in reducing clinical signs, mortality, intestinal lesions and performance suppression associated with porcine proliferative enteritis associated with Lawsonia intracellularis infection in swine where the disease has become endemic in groups of pigs in a house or on a farm

Under the prescription of a veterinarian, Aivlosin 17% is administered at a level of 38.6 grams per ton in complete finished feed for 14 consecutive days to provide 2.125 milligrams tylvalosin per kilogram body weight daily, offering both a low therapeutic dose rate and short medication duration. No withdrawal period is required, a great benefit when breakdowns occur in late finishers.

Furthermore, the clinical efficacy, low therapeutic dose rate, and brief treatment duration are all in accordance with best practices for contemporary commercial swine units and judicious antibiotic use

Dan Rosener, technical services director for Pharmgate Animal Health, North America, summarizes it all: “Where Aivlosin Water Soluble Granules has met with widespread acclaim from veterinarians and producers in North America for its fast speed of action in the face of an outbreak, the launch of Aivlosin 17% now allows veterinarians greater flexibility when dealing with the control of subclinical, chronic cases of ileitis. Field efficacy and improved clinical results have been demonstrated since the launch two years ago in Canada. With global concerns about the use of antibiotics, this new medication option, with its low medication dose rate, short treatment time and zero-day withdrawal period fulfills the requirements for the judicious use of antimicrobials in modern pig production.”

[smelleroo] 26/4/2016 17:05

Have been for a while now ! Peel hunt are very keen on this and I can understand why

[audigger] 26/4/2016 15:04

Some reasonable volume today. Institutions adding?

[audigger] 25/4/2016 13:55

Breakout continues....

[audigger] 22/4/2016 10:45

It was 2 days for meat of offal. This may have changed but I haven't been able to find confirmation of this

[aimingupward2] 22/4/2016 09:44

I've not double checked, Au, but I thought they had got a zero day withholding period for pigs.

[audigger] 22/4/2016 09:28

When it comes to approval of new uses in the EU, nothing is inevitable. It takes a lot of effort in terms of data generation and discussions with regulators, often over a number of years, to secure such approvals. It's good that they have secured a zero day withholding period. I don't think they have this yet for other uses in the E U such as pigs, however they will almost certainly be working on it.

[aimingupward2] 22/4/2016 09:15

This morning's rns is really encouraging further confirmation of EAH's potential. I just wonder, though, how the ambition to make the company a major force in the international market for veterinary products squares with what has tended to be the view that it will be bought out. They're not necessarily alternatives, of course, but the more emphasis is given to the former, the more delayed would be the latter.

Either way, it's a comfortingly reliable investment to hold on to. I would add if any weakness occurs over the summer.

[smelleroo] 22/4/2016 08:44

surely the wider used aivlosin is becoming, makes things inevitable here........in my opinion anyway

[audigger] 22/4/2016 07:18

Eggcellent news (sorry!). As I posted on March 31st use in egg laying hens was a rather big gap in the EAH offer so this is a really significant step forward. I don't know the numbers but there must be potential to sell significant volumes of product at a decent margin in to this market segment. All bodes well for further step changes in the bottom line

[smelleroo] 22/4/2016 07:10

good news continues to go the right way

[audigger] 19/4/2016 09:12

Would be nice to get a trading above expectations RNS! I wonder if they make think about moving away from AIM and listing on the main index? Involves lots of admin costs I know but would certainly increase visibility. Final results in July will be the next expected milestone and hopefully they will be hugely impressive helped further by the relatively weak pound. I wonder where they got to with exploring the anti-viral potential of Aivlosin.....I think they had some research ongoing at Cambridge Uni but this seems to have never come to fruition.

[smelleroo] 18/4/2016 19:54

I spoke to my broker who has seen the note. He was saying that there was seem decent emphasis in the note about the attractiveness to a third party primarily in relation to aivlosin. They seem very upbeat about trading too! I haven't seen but broker was saying peel hunt seem pretty upbeat about eco

[smelleroo] 14/4/2016 19:24

Anyone else heard that the broker wrote a note on Eco suggesting could be attractive to an acquirer?

[smelleroo] 07/4/2016 15:47

nice to see some volume today

[smelleroo] 01/4/2016 21:17

I have held a position for over a decade! Have waited a long time for PL to build this company. To give him credit, he has done that! This is v good medicine which will attract buyers as barriers to entry are so big. No one is going to go through what Eco has done when they can just buy Eco. Worth pointing out the PL isn't getting any younger but there are big synergies here for a trade buyer.

I am upbeat for next set of results as I would expect good overseas business growth in China and us as well benefits of strong dollar.

Peel hunt, the brokers, have this as one of their sticks for 2016. Good call so far! Will it see out the remainder of 2016, that has to be a question on many people's minds

[topvest] 01/4/2016 20:21

I've definitely not re-branded! My impression with this company is that if they were sold to a global company margins would be much higher and central costs virtually disappear. Think this does genuinely have the possibility of doubling or tripling from here - the business could be worth a lot more in the right hands. Of course, the sales momentum needs to be maintained. Bought mine at 93p so definitely doing very well. Shame I didn't buy more than I did back in 2008!

[audigger] 01/4/2016 16:45

Too many times I've seen a paper profit evaporate in to a paper loss.....I thinkin Soros said his greatest regret was closing winning positions too soon. He did ok though! I'm going to hold these until interims....when I expect only good news as the bottom line continues to grow with the US business starting to fully kick in. Wish I'd sold my RBS shares at 400.....

[smelleroo] 01/4/2016 13:30

dont you run your winners..........look at buffett. eah has big barriers to entry

[aimingupward2] 01/4/2016 10:54

AuDigger - yes that's my view too.

[audigger] 01/4/2016 10:02

I'm in two minds about whether to hold in the anticipation the PL sells the company as he executes his exit plan or whether to sell now and take a handsome profit. I bought mine at prices ranging from 140-220 so am sitting on a good return. However, as revenue/profit continues to grow the divi should continue to increase so these are OK from an income perspective and any take out is likely to be at a significant premium to the current share price ....400-500 is my guess. On balance I think I'll hold.

What ever happened to ITinvest? Or is topvest a re-branded version of IT?....I say that based on on similarity of the name.