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% 549.00p 538.00p 560.00p 549.00p 549.00p 549.00p 26,970 06:30:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 61.4 13.5 16.4 33.6 360.98

Eco Animal Health Share Discussion Threads

Showing 901 to 924 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
26/5/2018
12:28
Possibly; unless results are in line then I guess they don't need to release one. I need to do some synergy work around this, Genus and Anpario. I'm wondering if a deal between any two of them is a possibility. Know some of the board members are scattered around (e.g. P Lawrence sits on the ANP board).
pireric
25/5/2018
11:47
Interesting post pireric. Last year ECO released a trading statement on 15th May (before the FY results), so aren't we due one now?
jimbowen30
23/5/2018
18:08
Post 836 by rzbrdbe was the one, very informative
audigger
23/5/2018
18:00
My plea for a surge towards 700p appears to have had the opposite effect. Over the years I've called the share price movement quite well but not in recent times. I really didn't expect it to pull back from 680 to here given the solid growth in revenues and bottom line. Assuming margins are still ok and the demand is still there, then so long as they can make enough Aivlosin all should be good. Somebody posted an insightful analysis last year as to why they may be meeting some challenges, worth another read when I can find it.
audigger
23/5/2018
14:32
Getting cheaper! Wish management here come out with a strategy for their excess cash at the FY results. It's a big unknown but should really be a positive. Wouldn't say a buyback given the liquidity of the stock, but special Divi, acquisition, or turbocharging r+d would be appreciated!!
pireric
21/5/2018
20:08
Good spot pireric. Long overdue a wave of good news to propel this to 700p!
audigger
20/5/2018
15:22
Some of you might know that Ecuphar, a company that reversed into Animalcare has a major part of its production animals pharma business distributing Aivlosin. It's one of their top 10 products for that segment. So potentially some decent read through from ANCRs recent results commentary: "The £13.2m year-on-year increase is attributable to an additional £7.6m of sales derived from acquisition growth, with the balance generated through organic growth within the Ecuphar business. Organic growth was driven by a number of factors including a very strong performance from sales into the Production Animals market, as well as strong growth from Companion Animals. In the division our top 20 pharmaceutical products, which account for 51% of this division's total sales grew by 15.1% in 2017."
pireric
11/5/2018
16:04
Above expectations would be most welcome!
audigger
11/5/2018
15:02
Next week for a pre-release definitely a possibility. In-line + confident outlook what I'm expecting
pireric
11/5/2018
14:48
Somebody has just put well over £100,000 into a purchase - shows a lot of confidence. I wonder if we will get any announcement ahead of the results which are due in about four weeks time.
aimingupward2
24/4/2018
20:53
Standard Life taking up some slack stock by the looks of it
pireric
20/4/2018
19:08
Indeed. Looking spritely :0)
pireric
19/4/2018
16:30
370k traded at 545p today. Might clear the tubes a bit.
sspurt
03/4/2018
18:57
Absolutely not impossible if I'm right.... Annual report 2016, Pharmgate LLC - the US operations. Bear in mind 50:50 JV. Sales £4.224m Expenses £0.892m Canadian version of the JV, 2016 Sales £2.681m Expenses £0.247m Both very profitable ventures, clearly. So looks like very solid good news. Margins are excellent and 2016 wasn't a one-off year either. So if they scale this right and execute well, looks like it could be 10-15% accretive to EBITDA within 3 years or so
pireric
03/4/2018
17:57
Well it won’t be bad. Happy to hold and wait.
topvest
03/4/2018
08:23
Good to learn of something positive coming along, although it’s near impossible to judge quite what impact this will have on the overall business.
aimingupward2
03/4/2018
07:52
Looks to be a good JV which helps provide a more integrated offer to farmers. About time the share price behaved itself and stopped the long, slow drift!
audigger
03/4/2018
07:36
Another JV with Pharmgate announced today, a distribution agreement for their vaccine products for Europe this time. Hopefully will be as successful as the North American distribution agreement!
pireric
27/3/2018
21:40
Whisper quiet! Trying to do some work on who the major rivals are here; thinking along the lines of Dechra, Bayer, Animal Medics, Zoetis and Elanco. Any other big ones I'm missing? The industry is pretty consolidated at the upper end. Eco is valued in an attractive echelon IMO. Did some ROIC analysis if a couple of those big players bought EAH and get some very interesting results. As stated before, they can buy this using Eco's own rock-solid balance sheet. I also reckon they could cut Eco's own costs, particularly distribution and leverage their own. Nice backstop to a stock when the economic case for it being acquired makes a lot of financial sense. Separately, I find it interesting that Eco has hired Stephen Wilson as the new Global Vaccines Project Leader. He used to work at Benchmark until March 2018 and before that has been a clinical manager at both Zoetis and Pfizer
pireric
09/3/2018
22:28
I would dearly hope so. Having so much cash sitting on the balance sheet is a poor use of capital, but that in fact is one reason why this attracted me. Ex out that cash and this is trading on around 20x next year's earnings. But the market almost gives a discount multiple-wise to stocks that are just sitting on cash. Eco are increasingly getting the distribution. This is now getting to the point where I think this company needs to acquire or be acquired. You can effectively now buy Eco and use its balance sheet to fund the transaction and it's not really all that expensive.
pireric
09/3/2018
09:53
One interesting piece of information in the annual report was that as global consolidation in the animal health industry continues, the board was "actively seeking to acquire new drugs that fit comfortably in the portfolio and markets they serve" etc. Clearly, they want to obtain better returns from the surplus cash currently generated and held as working capital, and are looking for opportunities. Something to watch for in the months / years ahead.
ettienne1951
06/3/2018
20:46
I've bought in here today. The lack of analyst research here makes this a bit of a hidden story in my opinion. But as soon as you look at the financial statements it's hard not to be impressed. Clearly growing extremely strongly with a great balance sheet. Not actually as expensive as it looks. Only on around 20x 2019 without rolling the cash by my calcs. Moreover that's a significant derating on where it peaked at so not actually buying at valuation highs here. Forward forecasts look a little conservative to me and the rollout potential is still pretty enormous as far as I've been able to tell. To me this makes this stock actually very good value. So I'm in. Let's see how it goes.
pireric
06/3/2018
13:47
I too was pleased to read the news of the Argentina approvals. It's been a long road but the scale of the operation is building nicely. It's highly focused, with a simple business model. It's very profitable due to very decent margins, cash generative and debt free. Barriers to entry, increasing global prosperity and with it, better nutrition and its concomitant - better animal welfare and food production - make this a very interesting investment.
ettienne1951
05/3/2018
09:28
Argentina is (yet) another country now added in to the authorisations list - very pleasing. Not minor either. Second biggest pork producer and third biggest egg laying producer in South America.
aimingupward2
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:42 V: D:20180526 12:12:25