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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
  -20.00p -5.06% 375.00p 370.00p 380.00p 395.00p 375.00p 395.00p 70,850 14:27:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 67.2 13.9 14.2 26.4 251.70

Eco Animal Health Share Discussion Threads

Showing 876 to 900 of 1025 messages
Chat Pages: 41  40  39  38  37  36  35  34  33  32  31  30  Older
DateSubjectAuthorDiscuss
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
28/2/2018
16:04
Would be good. I have sold down (driven mainly by boredom) but still have a few of these. GLA
mad foetus
28/2/2018
14:29
Nice jump today. Hopefully we can have a re-trace back to 650!
audigger
28/2/2018
10:20
Nice to see the share price moving up somewhat.
aimingupward2
22/1/2018
10:33
Yes, I agree, Au. Still, it’s reassuring to see these approvals continuing to accrue and they will lead to additional turnover and profit. As mf says, it’s a quality stock.
aimingupward2
22/1/2018
07:21
Drift should end on this news....doesn't mean it will!
audigger
19/1/2018
08:23
Bid of a disappointing drift, had thought the change of advisor would bring some more interest. Oh well, roll on the next results, this is a quality stock, just a bit frustrating.
mad foetus
05/1/2018
08:38
A bid approach may be ?
winston8643
19/12/2017
09:30
Regulatory approval for avloisin for egg layers in the Philippines this morning. Pleasing to see yet another one added. Brokers Peel Hunt reiterate their 725p target.
aimingupward2
13/12/2017
14:14
Some sizeable buying coming now.
aimingupward2
13/12/2017
10:17
Well, at least it’s a couple of steps up, mf, whereas KWS, in spite of it’s sizeable earnings enhancening acquisition this morning, is a step down so far.
aimingupward2
13/12/2017
07:29
they do play it low key here don't they?
mad foetus
13/12/2017
07:26
Another significant approval. Hopefully plenty more to come next year
audigger
06/12/2017
14:51
... but unless perfect , it gets punished.
dacian
06/12/2017
10:56
Hope nobody bought at the open when it was up 12p....given is now down 15p!
audigger
06/12/2017
08:29
The cashflow statement looks better than the headlines. They are usually H2 weighted as well, ( the flu season). Looks like they're turning into a good dividend payer also.
dacian
06/12/2017
08:11
Yes, all very positive. Happy to hold.
topvest
06/12/2017
07:47
A decent set of results, very measured delivery. Sales, profits and margins all up, though none that significantly. It is just a high quality, solidly run business which should prove relatively strong should the market correct. But the share price reaction - who knows?
mad foetus
Chat Pages: 41  40  39  38  37  36  35  34  33  32  31  30  Older
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