Integrated Diagnostics Share Discussion Threads

[brucie5] 21/6/2022 17:34

Blimey, what's happening here? Wonder if it's reflecting risk of instability in Egypt following rises in wheat prices...

[brucie5] 07/6/2022 12:15

Rare combi of dividend and quality. Obviously, with geographical risk, though this increasingly spread. I guess however, that Ukraine an wheat shortages may ad to tensions in its geographies.

[rabiddog] 28/4/2022 14:47

Great company, just unloved.

[brucie5] 28/4/2022 10:12

Thanks for the heads up, Tomps - about time someone tried to promote it!

[tomps2] 28/4/2022 10:08

IDHC pitched in the latest episode of Sell It To The City Neil Cooper pitches Integrated Diagnostic Holdings (IDHC) to leading fund managers, Andy Brough, Judith MacKenzie and Stephen English at 25m47s in the latest PIWORLD Sell It To The city. Watch the video here: www.piworld.co.uk/education-videos/sell-it-to-the-city-april-2022/ Or listen to the podcast here: piworld.podbean.com/e/sell-it-to-the-city-april-2022/

[brucie5] 21/4/2022 14:17

What no interest??? hTTps://uk.advfn.com/stock-market/london/integrated-diagnostics-IDHC/share-news/Integrated-Diagnostics-Holdings-PLC-Preliminary-Re/87873867 "Profitability came in at an all-time high, with adjusted EBITDA 1 growing 116% year-on-year to record EGP 2,530 million, and net profit recording a 145% year-on-year increase to reach EGP 1,493 million in FY 2021. In the final quarter of the year, IDH reported revenue of EGP 1,458 million, 48% above the previous year's figure, and net profit of EGP 345 million, up 47% from the comparable three month period of 2020. It is important to note that information in relation to the Company's full year results has been extracted from our audited annual report. Meanwhile, disclosures and statements in respect of quarterly information are unaudited. In light of IDH's outstanding performance for the twelve months ended 31 December 2021, IDH's board of directors has recommended a dividend distribution of EGP 2.17 per share, or EGP 1.3 billion in aggregate, to shareholders (exact US dollar amount is subject to the exchange rate at the time of the upstreaming from the subsidiaries to the holding company). This represents a significant increase compared to a final dividend of US$ 29.1 million distributed for the previous financial year."

[brucie5] 07/1/2022 12:11

Anyone else noticing/enjoying this chart? Given all that's going down in Kazakhstan atm, with implications for dividend favourites CAML and STCM, IDHC looks a relatively tranquil option...

[brucie5] 28/12/2021 08:22

Thanks Dave, interesting article on several levels.

[davebowler] 27/12/2021 10:34

Mentioned here- HTtps://quoteddata.com/research/jupiter-emerging-frontier-income-tough-mc/

[rabiddog] 20/12/2021 15:08

Yeah I picked it up off stocko as well. Chart looks great as you say.

[brucie5] 20/12/2021 14:09

Yes, I hear a lot of peeps saying that this is too risky for their folios, but if you hold shares like CEY, WEN and FXPO, which I currently do, then adding a bit more geographical diversity may not be foolish, even if there is of course, country specific risk. IDHC ranks very highly on Stocko. I hope to be a holder for some time, unless I see good reason for selling. Chart also looks positive, btw, though not sure how much you can read into that...

[rabiddog] 20/12/2021 13:54

Yeah still here. If it’s hq wasn’t in Egypt would be double the price…but it is lol.

[brucie5] 20/12/2021 13:37

Maiden stake here. Been watching for months. Sold down my GSK profits and almost double my dividends. Anyone else holding?

[tightfist] 07/10/2021 13:39

Many thanks for those pointers, the more I looked and considered the backdrop, the more I liked.I'll take a look at Jack Brumby's piece and the auditor's note. Cheers, tightfist

[rabiddog] 06/10/2021 20:35

If you have stockopedia, Jack brumby did an excellent write up at the beginning of August…kicked off with this quote If you focus on the financial data alone, few listed companies can compete with the kind of consistent double digit growth rates and profit margins notched up by Integrated Diagnostics Holdings (LON:IDHC) - yet this company trades on just 13.8x forecast earnings and is expected to pay out a generous 5.7% dividend. The gotchas are mainly to do with geography/ jurisdictions and also note that the auditors left this year(Kpmg) sounds like they had a fallout with management. Pwc have stepped in so watching brief for now.

[tightfist] 06/10/2021 18:14

Since early September the analysts forecasts (according to Stockopedia) have been shooting-up, although there is now a dip in forecast revenue and eps within 2022E. The yield is attractive too at 7%.Time to get my head around investing once again in Egypt..... Any thoughts there, RabidDog?

[valhamos] 02/9/2021 12:06

Good H1 results today. Although there has been an uplift in the share price it is difficult to work out what the bottom line would be without the impact of Covid which creates some uncertainty as to how one values the company. However it is stated that non Covid test revenue has grown 38% on H1 2020 but the prior period had been affected by reduced testing so comparing with H1 2019 shows underlying non Covid growth of 17%.

[valhamos] 08/7/2021 20:10

Egypt aims to treat 1 million with Hepatitis C in Sudan. An Egyptian delegation recently completed preparations for five centres in Sudan to work on the initiative, and to train local doctors on diagnostic and treatment protocols. See dailynewsegypt.com (I tried to post a link but ADVFN does not want to play) IDH can only benefit from such state sponsored campaigns to increase preventative healthcare and diagnostic testing.

[rabiddog] 07/7/2021 17:31

Yep I dipped in this on Monday. Been watching for a bit and only the geography gave me concerns. Given my portfolio decided that geographic diversity might be a strength lol

[valhamos] 07/7/2021 16:32

Took an initial position about 10 days ago and added today. Looks an interesting long term growth story and the company's background/history and CEO seem to be impressive. The expansion plans allied with good returns on capital make this an attractive proposition imo.

[johnthespacer] 16/6/2021 18:17

I am a holder this one requires patience... A lot of people are put off by the fact that it is based in Egypt

[robsy2] 16/6/2021 07:01

Morning All. What happened here? the board just died out? This has flagged up on a Greenblaat magic formula screen as being of interest, so I cam here to see what eople were saying!

[trytotakeiteasy] 23/12/2019 11:47

Not sure that can be the reason because surely the only exchange rate that matters is Egyptian pound to sterling. Sure they report in US dollars but that is by the by. They earn money in Egyptian pounds and their investors are mainly in the UK.

[johnthespacer] 22/12/2019 07:15

The gbp/usd exchange rate is basically all that has happened the sterling has strengthened and because these are in usd the price drops... so when the usd earnings are changed to sterling the stronger pound means they get less £ per $ Hope this helps