Eco Animal Health Share Discussion Threads

[ltinvestor] 21/11/2013 10:31

Wouldn't be too concerned but all will be revealed shortly with the half yearly results in a couple of weeks time.

[audigger] 21/11/2013 09:45

Getting a bit worrying is this latest drop.....good buying opportunity though!

[audigger] 06/11/2013 11:31

Good article LP. To have China as a key market in addition to US, EU & Russia menas the potential revenues for Aivlosin must be huge. Also interesting to see the premium product positioning in the US which will hopefully nean higher margins

[lucky_punter] 06/11/2013 08:40

Chinese tastes bode well for ECO Animal
By Philip Whiterow


It's not only metals and oil that Chinese firms are tapping into as sources of supply.
Smithfield Foods, America's largest pork supplier, has just been taken over by Shuanghui, its equivalent in China, in a US$4.7bn deal.

[ltinvestor] 29/10/2013 20:44

Great looking chart!

[audigger] 28/10/2013 13:32

Good timing IT, especially with another indication now coming online in the EU

[ltinvestor] 22/10/2013 08:27

Added yesterday as the US was always going to be the largest market for Aivlosin and it looks like this is the case.Substantial sales here will be rapidly reflected in the bottom line imho.Well below the radar at the moment but that should change in 2014.

[audigger] 16/10/2013 17:47

Almost hit 1.94 to buy. Hopefully that will be the floor from which the share price will recover

[audigger] 04/10/2013 17:40

Yes I think the way the directors have dealt with this is mindful of the impact on the share price I have no doubt the the next set of results will be very impressive. The unknown is how long it will take the share price to respond accordingly. I'm sure Mr Lawrence will be very well rewarded when the sell the Co. Clearly this was the right course of action so I have no problem with it. If I had spare cash right now I would add once the share price hits 194.

[smelleroo] 04/10/2013 16:08

money has been raised for VERY good reasons! Peter Lawrence has also bought more shares, and will now hold over 18% of EAH

[audigger] 04/10/2013 15:32

194p here we come!

[audigger] 03/10/2013 11:50

Blimey, I didn't see this coming! Explains the long slow drift of recent months. Clealry the underying business is doing well, so one has to hope this is a one-off. Arguably a good opportunity to add, but this is looking longer & longer term in terms of the pot of gold at the end of the rainbow. As previously noted on this board, it does make you wonder about the buisness model and the cut in margin taken along the distribution chain.

[audigger] 10/9/2013 21:34

Once the US market kicks-in then the future revenue & profit will increase significantly. I expect 2014-2015 revenue & profit to be a step-change from where we are today.

[cnx] 10/9/2013 01:40

I have reread the year end report and am again encouraged by their future prospects. all regions did well last year except s. America but apparently that came good in the last two months. what we need is for the chaimans encouraging remarks for the future to be turned in sustainable, growing revenues and profits.

[topvest] 09/9/2013 18:58

Yes, patience definitely needed here. I would like to see some better financial results pretty soon as well as they have been, quite frankly, a tad disappointing for far too long.

[ltinvestor] 09/9/2013 18:24

I am expecting an upward movement back to 265 and even higher with corporate action.I firmly believe that the patient shareholder will be rewarded.

[david2013] 05/9/2013 23:22

I am a long term holder since the Lawrence days and its clear that this is a very different business. Pet products to medicine for animals, that takes time licences, sales people new markets and stuff. I haven't lost any money and don't expect that I will.

[eatlessbread] 05/9/2013 21:06

@ topvest: yeah, but since 2001 they're focused on the animal drug stuff and have now got ahead of where they were in 2005!
I guess they may want to be in play?

[audigger] 02/9/2013 14:31

The slide continues despite the fact its a very blue day for the FTSE. Must be a seller afoot! I really did expect these to start to push 300 following the FDA news so the drift has been a tad disappointing. I guess we'll need to wait until the US business starts to positively impactthe bottom line, then we should move-up sharply. Is next week also ex-divi date? We may see another small drop. More patience required!

[topvest] 28/7/2013 20:16

A sobering thought though...

2001 accounts
£32m sales, £12m gross profit, £3.5m PBT

wind-on 12 years...

2013 accounts
£29m sales, £13m gross profit, £3.3m PBT

So, it's taken 10 years + to get no sales or profit growth. Slow going indeed. Continued jam tomorrow, but the business is much more valuable than 12 years ago I suppose.

[cnx] 16/7/2013 02:01

as I understand it, every invention has to be registered in each jurisdiction they seek a patent. so, it is possible there will be various termination dates

[topvest] 15/7/2013 19:14

Yes, I agree. Sounds like the patent is for quite a long time, but it would be nice to know. It might be possible to find out in the patent register.

[audigger] 15/7/2013 08:50

Topvest, as I understand it the change from 10-20 years is just a change in accounting practice but one with a positive impact nevertheless. However, the interesting question this poses (and one I've raised before on this board but I don't recall an answer) is how long EAH have left on thier patent for Aivlosin. This is the major factor influencing the value they can extract from this molecule because once it becomes generic, then their margin will drop significantly. Interesting that there is no mention of the anti-viral research. I'd like to know where things are at with this even though its very speculative.

[aimingupward2] 13/7/2013 12:54

My understanding is that third party distributors take about a 50% margin. A bigger company, operating internationally and with it's own sales forces could improve EAH's profits nearly three fold. Full value for the company is probably around 600p so patience is called for.

[ltinvestor] 13/7/2013 12:30

The true value of Aivlosin is far greater than the present market cap which will be realised on further US registrations and subsequent sales. I am expecting corporate news in the next 6 months.