Ergomed Share Chat (ERGO)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Ergomed	LSE:ERGO	London	Ordinary Share	GB00BN7ZCY67	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-5.00p	-3.01%	161.00p	156.00p	166.00p	166.00p	158.50p	166.00p	49,162	09:47:21

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	47.6	-4.4	-11.0	-	72.22

Ergomed Share Discussion Threads

Showing 276 to 295 of 300 messages

Chat Pages: 12 11 10 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
18/9/2018 10:13	Interim Results tomorrow	piedro	Read Full Thread Reply
16/8/2018 09:12	AIM:ERGO - "building for growth" At the Full Year results, the new CEO Stephen Stamp outlined a value-enhancing vision for the business: a move away from co-development projects towards its existing Clinical Research Services (CRS) and its drug safety and medical information (DS&MI) businesses. Both the CRS and DS&MI businesses have been providing clear, repeatable project revenues and these markets are growing substantially. However, a number of issues have impacted business performance in the first six months of the year including the delay in the timing of a few key contracts and the lag effect of training up new staff to cope with the influx of expected work over the next few years. The former impacted revenues, the latter weighed on costs. Our FY2018 and FY2019 estimates have been trimmed to reflect the revised projections. Updating our valuation using peer-based metrics of c1.8x EV/Sales and c18x PE gives a fair value for the Services businesses (CRS and DS&MI) of 215p / share. The Development and Haemostatix businesses add a further 120p to that, based on an NPV (Net Present Value) analysis. Read the full note here ... https://www.equitydevelopment.co.uk/edreader/?d=%3D%3DQO1QjM	edmonda	Read Full Thread Reply
01/7/2018 14:58	There is a recent report on Ergomed’s AGM which is available to read in our full member exclusive area here: hTTps://www.sharesoc.org/members-area/	sharesoc	Read Full Thread Reply
29/6/2018 13:14	Ergomed to present to investors at the upcoming Proactive One2One Forum on 12th July in London. For details and registration, click here: https://tinyurl.com/ybq4tya2	aim_trader	Read Full Thread Reply
28/6/2018 13:40	In a note to clients, analysts at Numis said that as Ergomed “is constantly hiring ahead of anticipated revenue growth”, a delay in anticipated revenue was going to drive margins lower as utilisation dropped. They added: “We downgrade our revenues by c.5% to £46.5mln primarily hitting the CRO division (£19.0mln from £21.6mln), with top line growth in PV [PrimeVigilance division] slightly higher, but on a higher cost base (reduced gross margins in both divisions) which effectively delays our EBITDA ramp by one year.” The broker was, however, fairly ambivalent regarding the delay: “Contract delays are a frequent occurrence in the CRO business, while in the PV division trading seems to have been in line with or slightly ahead of our expectations, while management planned for more.” hTTp://www.p roactiveinvestors.co.uk/companies/news/199777/ergomed-revenue-delay-leads-to-numis-downgrade-199777.html	sicilian_kan	Read Full Thread Reply
28/6/2018 10:50	It is the companies second profits warning in the last year. Shares are now back to where they were a couple of months ago. I don't think you can complain you have been overly hard done by. The multiple is hardly cheap,	horndean eagle	Read Full Thread Reply
28/6/2018 09:17	Yes, think disastrous RNS is probably a bit OTT - very disappointing more like it, especially given the Company's previous bullish statements.	bermudashorts	Read Full Thread Reply
28/6/2018 09:12	what current market cap? Seems toppy..	tsmith2	Read Full Thread Reply
28/6/2018 09:02	Mirabeau this isn't really a pharma stock. It is a CRO with a pharmacovigilance arm that it is expanding.	sicilian_kan	Read Full Thread Reply
28/6/2018 08:46	What a mess. I only set up the thread and never held a position but how many pharma stocks in recent weeks have released seriously disastrous RNSs...too numerous to mention	mirabeau	Read Full Thread Reply
28/6/2018 08:44	Seems completely overdone to me. - 5% reduction in revenue compared to market consensus, yet a 33% reduction in share price. - 2018 EBITDA still going to be ahead of 2017's £2.8m - Backlog of contracts still strong and increase on last years - The Company's cash position remains strong with positive cash flows in the period. I have only a small amount here. Invested 18 months ago on a 5 year basis. See no reason to bail out. Strategy and management still seem strong and am excited by the pharmacovigilance opportunities.	sicilian_kan	Read Full Thread Reply
25/5/2018 16:44	Agreed and a nice rise too. I think we should be looking at testing 300p at some point in the coming weeks / months.	sicilian_kan	Read Full Thread Reply
25/5/2018 07:45	Decent RNS this morning, Dr. Michael Forstner, ex Roche and Boehringer-Ingelheim appears to be a good appointment.	bermudashorts	Read Full Thread Reply
25/5/2018 07:38	SP rise seems to confirm breakout above 212p area	18bt	Read Full Thread Reply
24/5/2018 17:16	BlackRock, Inc. at 5%	mfhmfh	Read Full Thread Reply
24/5/2018 14:19	positive write up in Shares magazine today.	mfhmfh	Read Full Thread Reply
19/5/2018 14:20	Not the best analogy. Rome burned down!	jamtomorrow2	Read Full Thread Reply
19/5/2018 11:12	Rome wasn't built in a day. But it was built.	sicilian_kan	Read Full Thread Reply
18/5/2018 16:56	Presumably the co-partnership costs will continue at least in part for another year or so. And they’ve got to pay more for Haemostatix as well as any future acquisitions, which they certainly intend to make, so I’m not so convinced that profitability will be at the levels that you are predicting. I am also concerned about their accounting prowess bearing in mind the last minute profit warning when late adjustments of £900,000 were announced out of the blue.	ih_433513	Read Full Thread Reply
18/5/2018 15:56	Strip out the R&D costs of the old co-partnering strategy (£2.7m) and the costs of acquisitions and they would have made a net profit. The core fundamentals of the business going forwards are very strong and the growth prospects are already proven to be very high.	sicilian_kan	Read Full Thread Reply

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