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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% 402.50p 395.00p 410.00p 402.50p 402.50p 402.50p 111,043 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 67.2 13.9 14.2 28.4 270.16

Eco Animal Health Share Discussion Threads

Showing 826 to 849 of 1000 messages
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
DateSubjectAuthorDiscuss
28/10/2017
19:07
Thanks for the interesting post RZ, some great insights. The high inventory is only a concern if they don't shift it. Nothing worse than not being able to meet demand! I didn't know they used a biological synthesis as I was led to believe that Aivlosin had a complicated multi-step chemical route of synthesis hence it is very difficult to copy. I had some correspondence with PL and others last year and this reassured me that the IP and patent side of things is secure for years to come. They have other older chemistry which is becoming increasingly profitable but Aivlosin is clearly the major product upon which they are heavily reliant. I see the main risks as being restrictions due to new resistance management strategies imposed by regulators and increased freedom to operate for their competitors. So long as the competition is hurting and they have an effective product to sell in a weak GBP/USD environment, then the bottom line should continue to increase significantly as they reap rewards from the ever growing product range. I've always viewed Elanco as one of the more likely candidates to buy EAH. However I can't see this happening unless they are prepared to pay a significant premium to the current share price December could be very interesting for EAH as we get to learn more about their earnings potential.
audigger
28/10/2017
10:15
rzbrdbe what a helpful and insightful post thank you. My superficial knowledge put to shame.
hydrus
28/10/2017
07:31
I agree that it should be, but if the trend is for using less antibiotics full stop could that impact on Aivlosin? Hopefully the company would educate and overcome any confusion
hydrus
28/10/2017
07:01
My understanding is that this will be beneficial to EAH as Aivlosin has very low to zero residues hence it poses a lesser risk of conferring resistance.
audigger
27/10/2017
20:29
This should in theory be good for EAH as Aivlosin isn't like other antibiotics. However I guess the danger is that a blanket ban comes in to force at some point. Or they just get phased out slowly. https://www.theguardian.com/environment/2017/oct/27/farming-sector-aims-to-cut-antibiotics-use-to-help-tackle-human-resistance
hydrus
13/10/2017
11:27
Lots of apparent buys, but who knows what is going on!
mad foetus
12/10/2017
11:43
I'm not worried about the recent drift. We're still seeing very little volume which is the norm for EAH. I fully expect another record breaking set of financials with the interim results which, hopefully will propel this back towards 700p. I too think this is a good buying opportunity although I have very little spare cash right now....always the way!
audigger
12/10/2017
10:29
I agree that it's frustrating, but it's not worrying. The interims are not that far away (early Dec) and we will almost certainly see a pick up then. As you rightly say ,mf, it's a quality company. Patience needed - or see it as an opportunity to add a few more at a modest price.
aimingupward2
12/10/2017
10:19
Yes, it is getting frustrating. Quality company but nobody like a share price that drifts down.
mad foetus
11/10/2017
12:41
Anybody any thoughts on the slow downward share price drift here please. It does not seem to be on much volume which is some consolation. TIA. Martin
shanklin
27/9/2017
15:29
Big volume again, suddenly
mad foetus
21/9/2017
18:59
SP went from red to blue this pm which is unusual for EAH but fits with the seller theory. Perhaps PL has got rid of another load?
audigger
21/9/2017
16:23
Much bigger volume today. Could be a seller finally being shifted?
mad foetus
20/9/2017
11:57
JIGSAW47 has posted the following on the iii site: "A good AGM with the Board demonstrating professionalism and strong commercial grasp of their market and although unable to update trading and profit forecasts, appeared confident for the future. The flagship product Aivlosin is still gaining further regulatory approvals and although the emphasis is still on pigs and chicken could also be used for a range of other animals. High levels of stock to cater for ongoing expansion of sales with stocks having a lengthy shelf-life."
aimingupward2
20/9/2017
11:50
As the multitude of new approvals translate in to continued record increases in the bottom line, the share price should react accordingly. There is clearly a lag between an approval being granted and revenue from sales relating to that approval which will depend on region and indication. My guess is that, at some point, we will get a "revenues are materially ahead of expectations" RNS which will drive the next leg-up.
audigger
20/9/2017
08:41
It could be good value currently - broker is expecting approx 20% profit growth and that leaves it on a PE of around 31. If it exceeds that, and one might hope based on last year's performance, then it could start to look interesting. Especially if growth is anywhere near last year's level.
hydrus
20/9/2017
08:38
Difficult to see what might trigger the next leg up. Updated brokers forecasts? As it is, the regular news of approvals in new territories is good, but not enough to shift the share price
mad foetus
20/9/2017
08:17
No mention anywhere of the AGM, not even on their website....oops, just spotted the RNS!
tanners
18/9/2017
20:21
AGM tomorrow so might be a trading statement. There was one last year.
hydrus
22/8/2017
11:42
Population 95 million, biggest in the middle east (?) so, yes, O.K., as you say, not insignificant assuming that they are egg eaters on a par with other countries.
aimingupward2
21/8/2017
12:09
Second biggest egg market in the Middle East so not insignificant.
topvest
21/8/2017
08:16
Another regulatory approval this morning. Not the biggest of markets, but a welcome addition nonetheless less.
aimingupward2
16/8/2017
08:10
Thanks topvest. In my inability to sleep last night I did a bit of research and see he has been gradually selling chunks for a long time without detriment to the share price but I'd love to see the share price if institutions were having to buy in the market.
mad foetus
16/8/2017
08:03
Yes, but he's probably being tempted by continuing demand from institutional investors, as its pretty much the only way in. Hadn't noticed the impressive collection of investors now into this one. See hxxp://www.ecoanimalhealthgroupplc.com/investor-relations/rule-26.aspx
topvest
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
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