Ergomed Share Discussion Threads

[piedro] 23/12/2020 13:47

Ergomed@ErgomedPLC
If you are looking to build your career in one of the most rewarding fields in the world, watch our passionate people talking about their work!
We’re looking for passionate and focused people who are inspired to improve patient lives to join us.
Marija:

[bramble13] 21/12/2020 22:24

Get ready for an upward breakout tomorrow.The volume is there from a well formed pennant.I have put my money where my mouth is.

[apad] 15/12/2020 15:25

Very well presented, Piedro. Much better than my single number.
Another 130 salaries after the acquisition. 😊

apad

[piedro] 15/12/2020 10:22

FWIW,



- in 2017,18 they started contracting new personnel too soon and got 'burnt'.
- they now seem to have learnt from the mistake

AIMHO, BWDIK.

[grabster] 14/12/2020 16:34

APAD - I've previously done comparisons of earnings per worker on other stocks and found it amusing rather than useful. Pick any two stocks that are closely comparable in a narrow subsector, look at the outcome, then do same with two more, then two more (in other narrow subsectors). By then I already find too many inconsistencies or oddities - particularly on small companies where the ratio of chiefs to indians is often very different. Sometimes the stronger company looks worse than the weaker one.

[apad] 14/12/2020 14:59

One of my concerns is the revenue per worker. At about £88k this is low and I assume the workers are expensive.
Capitalisation/Revenue is not bad at 7 years. Early days for a Profitability/Revenue metric.

I compared ERGO with AFX as they both offer a service and are similar mkt caps.
ERGO has ten times the employees and three times the number of jobs on offer.
AFX has £287k of revenue per worker and ERGO £88k.
Not an entirely equal comparison (but what are).

I'm not posting this to slag ERGO off as I am attracted to a service industry in this sector. I'd be interested in counterarguments as I'm a bit of a scaredy cat.

apad

[piedro] 14/12/2020 13:53

Excellent webcast
- worth watching the replay

- talks about Asia

:-)

[blueflame] 14/12/2020 13:18

Presentation slides. Hopefully the analysts will revise targets upwards after this great looking deal. https://www.ergomedplc.com/wp-content/uploads/2020/12/ERGOMED-PLC-Analyst-Meeting-MedSource-Acquisition-vFINAL.pdf

[rampmeister] 14/12/2020 09:33

Today’s acquisition increases annual revenue by almost a third with no dilution to shareholders as funded out of their cash pile. Imv market reaction looks muted.

RM

[grabster] 14/12/2020 08:00

"Acquisition expected to be immediately accretive and earnings enhancing"

"Significantly increases Ergomed's order book. MedSource joins Ergomed with an existing order book of over $41 million, adding to Ergomed's GBP151.4 million order book as reported in September 2020.."




(Is there a rubbing hands together emoji?)

[blueflame] 14/12/2020 07:43

Excellent news.

[bramble13] 14/12/2020 07:16

That's not nice,that's bloody brilliant.

[ayl30] 14/12/2020 07:04

Nice acquisition!

[bramble13] 13/12/2020 10:25

No , this is just some traders taking a bit of profit after a big price increase. It isn't a bad thing,it will Bring in new investors .The price will soon resume the upward trend. It is also a wonderful opportunity to increase your holding.Have faith my friends.

[blueflame] 11/12/2020 13:12

Wow big drop, is this Brexit related?

[bramble13] 11/12/2020 10:22

Don't think for one moment you have missed out on this company, this is just the beginning of a long financial gain for investors. Last year was a transformational year, the chairman said so,and he knows best.He also said this will be a year Matterialy ahead of expectations.We can look forward to many years of a good dividend yield.This is going to a high growth company for long term holdersDon't be frightened of the high share price.

[mirabeau] 09/12/2020 15:00

IHMMs

It's the way it is fella. The one that got away though not done do badly recently so can't complain.

Hope it continues to deliver for u

[ihatemms] 09/12/2020 14:52

Mirabeau - as I said previously - sorry to hear you didn’t get on board but the key was when Barfield joined the co.

[mirabeau] 09/12/2020 14:49

That's £10 gone. Even though I set up the thread I have never held these. :(

[ihatemms] 09/12/2020 14:47

Don’t ya just love this share 😎. Glad I topped up with even more recently to add to my already over-weight holding.

[grabster] 07/12/2020 08:15

Thanks Ayl30

"Midas verdict: At £9.30, Ergomed shares have done well this year, benefiting from increased investor interest in almost all healthcare stocks.
However, the company is profitable, its balance sheet is robust and the shares should continue to rise as Reljanovic and Barfield roll out their strategy. Buy."

(clickable version of your link: )

[bermudashorts] 06/12/2020 22:01

Excellent article and good to see just a brief explanation of pharmacovigilance - amazing how many people think that all monitoring and analysis ends once a new drug is approved. This also is pretty impressive - well done to those involved:-


'The group was involved in one of the very first studies (Covid-19), in Italy in March, when employees worked round the clock so the trial could start just eight days after they were appointed to do it.'

[ayl30] 06/12/2020 13:01

https://www.thisismoney.co.uk/money/investing/article-9021145/MIDAS-SHARE-TIPS-Ergomed-leader-drugs-testing-field.html

[mirabeau] 06/12/2020 12:34

That's £10 smashed on Monday then

not a holder