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Share Name Share Symbol Market Type Share ISIN Share Description
Eco Animal Health Group Plc 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
  0.00 0.0% 230.00 220.00 240.00 230.00 230.00 230.00 822,990 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 74.6 15.2 17.6 13.1 155

Eco Animal Health Share Discussion Threads

Showing 1126 to 1147 of 1150 messages
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
DateSubjectAuthorDiscuss
23/9/2020
08:52
Took another long look here this week. Definitely still some risks - the latest outbreak of ASF in Germany illustrates that and the US/China trade tensions are still a background concern. But there are plenty of postives too: a potential ASF vaccine reported not long ago; from the trading update EAH's own revenues will be above last year thanks to improved margins and taking competitor market share(unless I'm missing something that's a pretty impressive performance under the conditions?); new reports this week that China has almost exhausted its frozen pork stockpiles and prices are soaring; EAH potentially has some new developments coming out of the R&D dept on which specific updates may not be too far away; etc, etc. I personally think there's still plenty to be positive about in the medium term and calculate that the risk has been priced in far more than the potential. I've doubled up my holding after the price pulled back a bit this week. GLA.
1aconic
21/9/2020
16:13
Might be a good entry point this week prior to results, is the good news priced in here or still chance for decent rise?
gamwah
11/9/2020
12:33
A trading statement will be issued after the Sept' 30th end of the half year - so around mid Oct', hopefully.
aimingupward2
11/9/2020
12:26
Unsure whether to add here; does go against the grain to buy shares in a company who need 8 months to produce audited statements. They rather teased us in the RNS today giving us no update three months after the last one. Note this from ANP interims earlier in the week on China. quote The swine industry is now showing encouraging signs of recovery as farmers re-stock following the African Swine Fever epidemic. unquote
cerrito
02/9/2020
21:55
Thought of EAH this morning reading a story in the FT on the food situation. Pork prices up 86% in July compared to a year earlier which would be good news for EAH. Not so good news was major flooding in Sichuan province-China's top pork producer.
cerrito
02/7/2020
10:47
EAH Peel Hunt Buy 430.00 - Reiterates
grupo
29/6/2020
08:49
Welcome news re marketing authorisation this morning.
aimingupward2
28/6/2020
17:04
For those who may have missed it an extract from the AGM statement of ANP a few days ago with the following encouraging news for EAH, quote Encouragingly, sales in China are now showing signs of recovery as farmers are re-stocking their pig operations following the African Swine Fever epidemic and also a ban on the use of anti-biotic growth promoters (AGPs) in animal feed is expected to come into force in July. unquote
cerrito
21/6/2020
12:42
I'm watching here as well, thinking out loud.... is this the turning point or will they do a fundraising ?! Or both ?!
2toptrader
11/6/2020
17:17
I was anticipating that the share price would have been more welcoming to the news but it had to absorb Liontrust selling 3pc.
cerrito
10/6/2020
21:07
For me an unexpected piece of good news this morning and very pleased to read that they had a strong April and May. My concerns about lockdowns in China and indeed continuing presence of the ASF disease there as well as disruptions in the US pork markets with what is going on in the slaughter houses have been misplaced. Also note that in China and USA they had a good H2 in FY18/19. I have to say somewhat surprised that no dividend but good to be reminded that a comfortable majority of the cash is not held by 100% owned affiliates. One assumes that their China business does not get caught up in any UK/China backlash if for no other reason that an efficient pork market is of key strategic importance to the Chinese authorities. The frustrating thing-at least for me- is that we are given no indication of their understanding of market expectations for 2020. I have asked the FD for clarity on this. Any of you have a handle on this? FWIW Digital Look has forecast 19/20 revenues of £64.27m and pre tax profit of £5.16m. They have no forecast for EBITDA. Note that restated 18/19 had revenue of £67.2m and pretax profit of £10m so that in terms of pre tax profit any increase of market forecast was not a big ask. I have misread this share but if this good news continues the price could get to my break even of £3.It is great that they are not resting on their laurels and are continuing to do R&D; that said it was unclear to me if the reduction in spend this current half year was because they are conserving cash or the natural R&D expenditure cycle. While big picture there are very clearly strategically in a very sweet spot, I do fret that their business is full of trip wires and one wonders where and when ASF will reemerge.
cerrito
10/6/2020
09:45
On a bet Tudes so probably won't be reported separately
mad foetus
10/6/2020
09:16
buying at 220 some achievement
tudes100
10/6/2020
08:46
Well, that’s a really encouraging trading statement this morning. No wonder the share price is responding strongly.
aimingupward2
10/6/2020
08:33
No reason why this shouldn't go back to £4, which is where it was before swine flu. Managed to buy a few at 220 first thing
mad foetus
10/6/2020
07:47
Indeed, cash burn is quite significant but margins and revenue news is great
hatfullofsky
23/5/2020
10:04
Re the Friday RNS, given that the EMA has signed off on these for poultry products, I have no idea how significant it is what the EMA are doing with pork; that said good news. Over recent weeks has been pretty quiet on the ASF front, except that it has got to India where EAH do not appear to have much activity. Perhaps reflects the world cannot focus on both Covid and ASF. No idea if EAH working on a vaccine for ASF or even if one is feasible. However would have thought this was for a company with deeper pockets than EAH, Went onto the corporate and commercial website to see if there was any news, but just silence.
cerrito
27/4/2020
16:08
The words that struck me this morning with the announcement of the new NED was quote brings particular expertise in the development and commercialisation of R&D programs. unquote which ties in with what they said in the interims on their R&D programme. In the current climate one thing the Board needs is someone who can take an experienced view of the many trip wires that companies like EAH face-one example being the suspension because of the virus in the US of the meet/pork processing plants of Tyson and Smithfield. I have no idea if the Chairman has that. I am not too bothered by the fact that the new NED has no experience in the veterinary markets,
cerrito
11/4/2020
23:16
Trying to see what I should do with my holding here. In the last two years there was no trading update between their interims and finals, which no doubt will come out later this year given the world wide scope of their operations. Given all the uncertainty of both ASF and Covid, it would be good to get an update from the company. ASF extends its reach to Poland and East Timor but could not find any recent articles on it getting anywhere near the US. I also see that ANP have had a good run. My current feeling given that us private investors are flying blind is that the shares are fairly valued, but other perspectives welcome. Congrats to those who bought sub 150. I did not join you as I was distracted by other issues.
cerrito
18/3/2020
09:13
Well I'm out at a fairly painful loss. Never imagined it would come to this. One highly speculative thought.....a while ago there was work done to investigate the anti viral properties of Aivlosin/Tylvalosin. It was shown to reduce lung injury due to viral infection - hxxps://www.researchgate.net/publication/261998379_Tylvalosin_exhibits_anti-inflammatory_property_and_attenuates_acute_lung_injury_in_different_models_possibly_through_suppression_of_NF-kB_activation I have no idea where this work got to. Would be rather ironic if this was a potential tool for COVID-19. Unlikely I would imagine.
audigger
18/3/2020
08:46
Could be and indeed I saw an article saying that there are concerns about China being able to do the planting it needs because of disruptions in the Chinese rural sector including getting fertilizer. Ok no direct link to EAH but shows the stresses against which its China operations are operating. My first reaction was to think that somebody wanted/needed out and hence the fall.
cerrito
16/3/2020
11:19
No looking nice - Could it be that possibly more bad debts being discoverd in China?
pugugly
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