Share Name Share Symbol Market Type Share ISIN Share Description
Eco Animal Health Group LSE:EAH London Ordinary Share GB0032036807 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 462.50p 455.00p 470.00p 462.50p 458.00p 462.50p 16,637 08:00:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 67.2 13.9 14.2 32.6 306.60

Eco Animal Health Share Discussion Threads

Showing 926 to 950 of 950 messages
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DateSubjectAuthorDiscuss
16/8/2018
20:28
Thought of EAH reading an FT article on the possible effects on the Chinese animal foods market with their increased input costs given the tariffs the Chinese have imposed on US soya imports. Pig production had been strong but there will be collateral damage of this increase in input costs. Too soon of course to know how much if at all it will impact EAH- and indeed ANP.
cerrito
09/8/2018
17:28
It could well fall further, but fairly confident it will bounce on FY19 numbers (interim and final) or further positive developments regulatory wise. There are not many better growth companies out there. Also, think there is quite a high chance of an acquisition, as from the final results there was a heavy steer that something was going on. No point carrying £20m of cash if you can invest it wisely. Time will tell, but they are not scaring me out of mine at this price. £6 it was probably close to a sell. Something starting with a 4 is not pricey for a growth company like this.
topvest
09/8/2018
17:22
In many respects this is a great buying opportunity but I'm not quite prepared to dive-in just yet. I tend not to be great with timing so it'll be up 50P tomorrow on good news!
audigger
09/8/2018
15:29
Should bounce back given we have high sales growth, dividend growing at 30% and exchange rate tailwind. 2017 was stellar, 2018 was a tad disappointing (due to currency headwind), 2019 should be stellar again (due to currency tailwind).
topvest
09/8/2018
15:29
Should bounce back given we have high sales growth, dividend growing at 30% and exchange rate tailwind. 2017 was stellar, 2018 was a tad disappointing (due to currency headwind), 2019 should be stellar again (due to currency tailwind).
topvest
09/8/2018
15:04
Someone dumped 50k at 450p, which moved the price.
jimbowen30
09/8/2018
14:51
We appear to be falling off a cliff!
audigger
09/8/2018
12:02
Share price is definitely in a bit of a downtrend, probably catching up with the poor EPS number in 2018. 2019 trade is strong and no doubt the recent weakness in sterling is now providing a headwind versus the 2018 tailwind. You would actually guess that the undershoot on 2018 will likely turn into an overshoot in 2019. I will remain patient. Think we will see well over 20p EPS this year, particularly if £ weakness continues.
topvest
06/8/2018
14:41
Did they not appoint a joint broker sometime ago that was a spcialist in take takeovers and mergers , at this level they must be looking very attractive.
winston8643
18/7/2018
12:04
Well,yes. It’s certainly very good value at this level and I feel very confident that we’ll see £7 by next summer - more if it were to become a takeover target.
aimingupward2
18/7/2018
11:40
Old mutual off-loading. Will we finally see the start of a recovery? Am pondering a top-up.
audigger
12/7/2018
21:37
Well I have to say that the recent share price movement is not what I expected. Topvest presents a very rational explanation as to the reasons why we are languishing, and its hard to disagree with the fundamentals. For me, things haven't quite progressed at the rate or scale I expected in the US. An excellent analysis of why this may be was posted by rzbrdbe on 28th Oct 17 (post 836). The management of this company has been excellent but I now wonder if PL and colleagues who have reaped significant rewards from the growth in the business and SP(and so they should) still have the same drive and enthusiasm to take this forward. I always believed EAH would be acquired by a bigger player but their strategy appeared to shift last year to one of growing organically and potentially through acquisition and thus become a big player themselves. They are cash rich so I guess this creates both opportunity and threat. The whole chemicals industry is still consolidating so again this will present EAH with opportunities but they are an attractive proposition themselves. My gut tells me that they are still more likely to be acquired than not. At what price? I have no idea as I'm not a number cruncher. My conclusion therefore is that I should be adding at this relatively low price. The downside has to be minimal aside from some bigger picture risks like antibiotic resistance and alternative technologies. So what's stopping me piling in? Only my preference for investing in earlier stage life science start-ups which are far riskier than EAH!
audigger
02/7/2018
12:55
Re Aivlosin the results statement includes the following encouraging words: "Substantial on-going product development covering more formulations, species and diseases is expected to substantially further increase it's revenue generating potential."
aimingupward2
02/7/2018
11:24
Good results imo
cascudi
02/7/2018
09:45
Only blue on my screen amongst a see of red. Would be good to see stronger sales in the US in second half and anything that could improve margins would also be good! More importantly, it will be interesting to see what strategy they adopt for spending the cash. A move in to vaccines may be good in terms of the size of the opportunity but they will need to acquire the necessary expertise. And as they mention there is indeed a lot of consolidation in the chemicals sector so will they be a target?
audigger
02/7/2018
08:10
Share price seems to have gone up a little at the bell though, so results seem to have gone down OK.
topvest
02/7/2018
08:07
I suppose it explains the recent weakness in the share price though. On an actual trailing P/E of 35 maybe moving down to 27 if they now achieve 20p EPS in current financial year. A quality business, but hardly cheap. Dividend yield is 2% though which is not bad.
topvest
02/7/2018
08:02
"Net profit in China increased by more than 61 per cent over the same period last year, once again reflecting the effectiveness of our overall strategy."....only about half their profit whereas some other key markets that they own 100% of were softer. It's always been a bit volatile on that front, so I would tend to agree that these numbers better reflect the underlying position.... 9.4% increase in sales to £67.2m (2017: £61.4m) 12% increase in operating profit to £14.1m (2017: £12.6m) 15% increase in adjusted EBITDA to £19.6m (2017: £17.1m) 30% increase in dividend to 9.2p (2017: 7.1p) Strong cash generation from operations leaving net cash of £21.3 million at year end (2017: £20.6) Aivlosin® sales up almost 14%
topvest
02/7/2018
07:52
It's two things from what I can see: higher tax charge and mix of profits which are more in their non-wholly owned subsidiaries this year, particularly China. Look at the NCI number!
topvest
02/7/2018
07:43
I would say an excellent and welcome increase in the dividend payment at 30%. What I don’t understand, yet anyway, is why the eps has come in below last year’s figure. I’ve seen any comment on that on first skim reading, but the cash flow and outlook are still good.
aimingupward2
02/7/2018
07:39
Yes, only solid is how I would describe it. Headline numbers are good. Higher tax charge and minority interest profits have negatively impacted the EPS number though which is only 14p and seems to be much lower than the consensus of 20p. Looks like the currency tailwind in the prior year was more of a headwind in the current year. Underlying growth seems to have moderated to 15% or so. Happy to hold though as still growing nicely overall.
topvest
02/7/2018
07:11
And here they are! Solid. Looks like they will use cash for acquisition of molecules, companies or both. Reasonable uplift in the divi
audigger
28/6/2018
20:13
Yes that's the mix of the 16 and the near 24. Quite rare to find a spread that big I find. I wonder what has gone on in terms of expectations setting. A bit concerned that many institutional investors will be looking for the 24 and the 20 or below may be disappointing
pireric
28/6/2018
08:45
Well eps last year was 16.35p, so would have thought closer to 24p is likely. It looks like the consensus eps is 20p for 2018.
jimbowen30
27/6/2018
20:38
My one concern is what the brokers have. Peel Hunt are way ahead of N+1 on EPS and yet both of them seem to actively cover Eco. I'm talking 23p+ for Peel Hunt and yet N+1 are way back at 16p EPS.... Anyone got the foggiest which one looks most reasonable? I don't have access to the full models so can't see why there is a divergence. If it is the 16p one that would be desperately disappointing IMO, and the PE would be well over 30x. If it's 23p then very different story altogether. Split the difference - if it came in at 20p, that's probably good to neutral
pireric
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