Eco Animal Health Share Discussion Threads

[audigger] 24/4/2013 21:30

I emailed the company to ask if there would be an RNS. As IT indicates the main issue is that this share has very little liquidity. Consequently it often jumps sharply in a falling market and falls sharply in a rising one! However, I've been a holder for around 7-8 years and I've never seen it drop this much in a short space of time when the general market is relativiely ok. Assuming the fundamentals haven't changed (and there's no reason to suspect they have) then this is an excellent opportunity to add. I haven't added yet as I want to see a bounce first and hopefully an RNS to the effect that underlying business is on-track or even ahead of expectations (due to increased sales). It may well recover quickly if such an RNS appears.

[ltinvestor] 24/4/2013 18:11

Sorry guys but I had to sell 50,000 shares over the last few weeks(still holding 300,000).The company is trading well and the share price will recover in due course.The main issue here is liquidity not the business!

[cnx] 24/4/2013 14:24

does anyone know how to contact the FD and ask?

if something major wrong the last update, "outlook" will need some explanation

[waldron] 24/4/2013 13:50

This share price fall all seems a bit naughty

The BOD should certainly put out a rns to say there's no reason
for the fall

Is AIM Falling by the same percentage

who is selling? anyone

Having said all that

perhaps the fair value is 220 and someone pumped up the volume

not many analysts follow the share

one has to accept that this company is a stable slow grower

no quick bucks here

[huttonr] 24/4/2013 13:16

I've just had a quick look on google - nothing useful to explain this - but it does look a little odd

[audigger] 24/4/2013 10:58

I wonder what's behind this sustained drop? If it goes much lower I think the company will need to issue an RNS

[audigger] 18/4/2013 13:12

This is turning in to quite a significant and sustained drop. Arguably an excellent opportunity to add!

[smelleroo] 03/4/2013 21:00

greater attention on the food chain, me thinks.

[waldron] 12/3/2013 22:17

its good news week

[smelleroo] 12/3/2013 21:27

ECO Animal Health drug has FDA approval as antibiotic use comes to fore
1:54 pm by Giles Gwinnett

AIVLOSIN is a water soluble formulation and treats swine ileitis - a common disease in pigs

ECO Animal Health Group's (LON:EAH) AIVLOSIN is an approved drug for diseased pigs, the company highlighted on Tuesday. It conforms to the safety evaluation by the FDA (US Food and Drug Administration), which looks at the animal to which the drug is given and the safety of any humans which may consume that animal.
It comes as the issue of antibiotic use comes to the fore again and its use for treating animals. Fears have also been raised that the overuse of antibiotics in humans has led to dangerous bacteria developing a resistance to them. The horsemeat in meals scandal has also served to trigger fears about what has been given to animals in treatment and feed and whether this can be passed to the human food chain. AIVLOSIN is a water soluble formulation and treats swine ileitis - a common disease in pigs. AIVLOSIN fully complies with the concept of judicious antimicrobial use. To receive FDA approval, AIVLOSIN satisfied all elements of the FDA risk-assessment model. "When used according to label instructions, AIVLOSIN is the ideal medication for the judicious and effective control of ileitis due to its low effective therapeutic dose rate and short duration of treatment that targets a specific infection in swine," it said in a technical report about the drug and surrounding issues.



SOUNDS GREAT!

smell

[smelleroo] 06/3/2013 12:37

good spot - huge potentialhere ! still think EAH is TOO CHEAP!

smell

[audigger] 14/2/2013 08:48

I think another aspect to profit going forward will be increased food prices. This will allow EAH to charge farmers more for their products.

[waldron] 13/2/2013 19:09

you must be the newest cat in the hood

[ltinvestor] 13/2/2013 16:12

The company is distributing directly now in
a number of countries removing the middleman and
Increasing margin.This should, along with US and Canadian
sales be reflected in the next set of results.I expect a significant
Increase in dividend.

[waldron] 13/2/2013 07:14

nice one aim

cheers

topvest and smelleroo your posts much appreciated after second reading

enjoy your day

[aimingupward2] 12/2/2013 22:36

I presume that what was meant by "value is to a larger company with a better sales network" is that currently EAH mainly use distributers who take out quite a large portion of the gross profit. Any company acquiring EAH which has it's own sales force(s) will reap all the gross profit and thus the business is more attractive to them.

[waldron] 12/2/2013 20:28

topvest your post

The value is to a larger company with a better sales network.

what does this mean?

and how do you value this company on current financial figures

[waldron] 12/2/2013 20:18

topvest and smellero

can you please read and edit your recent posts

cheers

[smelleroo] 12/2/2013 20:06

think you are estimating just how quickly the underlying business is growing. it s quite possible that mgmt has met with investors or given a presentation adding a wee bit more colour to how the business is faring currently....

this is never going to be a widely covered stock by analysts as the trade is so limited....how will they get paid!

am still think the US regulatory approval last year was an inflexion point for this business

smell

[topvest] 12/2/2013 20:03

Yes, I hold these. I think it's fair value standalone. The value is to a larger company with a better sales network. It's not a cash cow and some years from it until all its products have been launched. I'm happy to hold though as reasonably confident it will be taken out at a premium at some point.

[waldron] 12/2/2013 19:44

yep but one analyst not good enough

and i feel that the target is far too high

want other analysts to confirm

for me the present share price is FAIR VALUE PLUS NICE PREMIUM

lets not ramp up the share price unless of course
one has some facts to support eleviated price

There should be atleast 5 more

[audigger] 12/2/2013 18:56

Good spot waldron......I like the Sp forecast.....

Share price forecast
The one analyst offering a 12 month price target expects Eco Animal Health Group Plc share price to rise to 340.00 in the next year from the last price of 261.50.