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
  0.00 0.0% 380.00 370.00 390.00 380.00 380.00 380.00 16,565 07:40:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 72.1 5.2 3.8 99.5 257

Eco Animal Health Share Discussion Threads

Showing 1126 to 1148 of 1250 messages
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Unsure whether to add here; does go against the grain to buy shares in a company who need 8 months to produce audited statements. They rather teased us in the RNS today giving us no update three months after the last one. Note this from ANP interims earlier in the week on China. quote The swine industry is now showing encouraging signs of recovery as farmers re-stock following the African Swine Fever epidemic. unquote
Thought of EAH this morning reading a story in the FT on the food situation. Pork prices up 86% in July compared to a year earlier which would be good news for EAH. Not so good news was major flooding in Sichuan province-China's top pork producer.
EAH Peel Hunt Buy 430.00 - Reiterates
Welcome news re marketing authorisation this morning.
For those who may have missed it an extract from the AGM statement of ANP a few days ago with the following encouraging news for EAH, quote Encouragingly, sales in China are now showing signs of recovery as farmers are re-stocking their pig operations following the African Swine Fever epidemic and also a ban on the use of anti-biotic growth promoters (AGPs) in animal feed is expected to come into force in July. unquote
I'm watching here as well, thinking out loud.... is this the turning point or will they do a fundraising ?! Or both ?!
I was anticipating that the share price would have been more welcoming to the news but it had to absorb Liontrust selling 3pc.
For me an unexpected piece of good news this morning and very pleased to read that they had a strong April and May. My concerns about lockdowns in China and indeed continuing presence of the ASF disease there as well as disruptions in the US pork markets with what is going on in the slaughter houses have been misplaced. Also note that in China and USA they had a good H2 in FY18/19. I have to say somewhat surprised that no dividend but good to be reminded that a comfortable majority of the cash is not held by 100% owned affiliates. One assumes that their China business does not get caught up in any UK/China backlash if for no other reason that an efficient pork market is of key strategic importance to the Chinese authorities. The frustrating thing-at least for me- is that we are given no indication of their understanding of market expectations for 2020. I have asked the FD for clarity on this. Any of you have a handle on this? FWIW Digital Look has forecast 19/20 revenues of £64.27m and pre tax profit of £5.16m. They have no forecast for EBITDA. Note that restated 18/19 had revenue of £67.2m and pretax profit of £10m so that in terms of pre tax profit any increase of market forecast was not a big ask. I have misread this share but if this good news continues the price could get to my break even of £3.It is great that they are not resting on their laurels and are continuing to do R&D; that said it was unclear to me if the reduction in spend this current half year was because they are conserving cash or the natural R&D expenditure cycle. While big picture there are very clearly strategically in a very sweet spot, I do fret that their business is full of trip wires and one wonders where and when ASF will reemerge.
On a bet Tudes so probably won't be reported separately
mad foetus
buying at 220 some achievement
Well, that’s a really encouraging trading statement this morning. No wonder the share price is responding strongly.
No reason why this shouldn't go back to £4, which is where it was before swine flu. Managed to buy a few at 220 first thing
mad foetus
Indeed, cash burn is quite significant but margins and revenue news is great
Re the Friday RNS, given that the EMA has signed off on these for poultry products, I have no idea how significant it is what the EMA are doing with pork; that said good news. Over recent weeks has been pretty quiet on the ASF front, except that it has got to India where EAH do not appear to have much activity. Perhaps reflects the world cannot focus on both Covid and ASF. No idea if EAH working on a vaccine for ASF or even if one is feasible. However would have thought this was for a company with deeper pockets than EAH, Went onto the corporate and commercial website to see if there was any news, but just silence.
The words that struck me this morning with the announcement of the new NED was quote brings particular expertise in the development and commercialisation of R&D programs. unquote which ties in with what they said in the interims on their R&D programme. In the current climate one thing the Board needs is someone who can take an experienced view of the many trip wires that companies like EAH face-one example being the suspension because of the virus in the US of the meet/pork processing plants of Tyson and Smithfield. I have no idea if the Chairman has that. I am not too bothered by the fact that the new NED has no experience in the veterinary markets,
Trying to see what I should do with my holding here. In the last two years there was no trading update between their interims and finals, which no doubt will come out later this year given the world wide scope of their operations. Given all the uncertainty of both ASF and Covid, it would be good to get an update from the company. ASF extends its reach to Poland and East Timor but could not find any recent articles on it getting anywhere near the US. I also see that ANP have had a good run. My current feeling given that us private investors are flying blind is that the shares are fairly valued, but other perspectives welcome. Congrats to those who bought sub 150. I did not join you as I was distracted by other issues.
Well I'm out at a fairly painful loss. Never imagined it would come to this. One highly speculative thought.....a while ago there was work done to investigate the anti viral properties of Aivlosin/Tylvalosin. It was shown to reduce lung injury due to viral infection - hxxps:// I have no idea where this work got to. Would be rather ironic if this was a potential tool for COVID-19. Unlikely I would imagine.
Could be and indeed I saw an article saying that there are concerns about China being able to do the planting it needs because of disruptions in the Chinese rural sector including getting fertilizer. Ok no direct link to EAH but shows the stresses against which its China operations are operating. My first reaction was to think that somebody wanted/needed out and hence the fall.
No looking nice - Could it be that possibly more bad debts being discoverd in China?
Another article on increase in piglet prices in China and the pig/pork market there in confusion. I see that last year the first comment on trading after the december release of interims was with the June 19 publication of the prelims,
Cerrito - Saw that article but was (imo) negative for EAH given the difficulty of delivery of products within the country due to lockdown restrictions - PLUS of course pssibility of increased bad debts as pig farers go but - Looks as though the market may be waking up to these problems lasting for longer than initially expected and marked down today.
Made me think of EAH
Chickens at risk "Hundreds of millions of chickens at risk of being wiped out with much of China locked down due to virus" what likely impact on pigs which consume far more than chickens and then a knock-on impact on Eco - Also with travel and delivery lock-downs what impact on Eco sales - Looks like a possible lose - lose position - Surprised no rns from company on China position.
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