Maelor Share Discussion Threads

[gogoneko] 01/12/2007 11:48

Access to some recent write-ups can be found from the Maelor website:




There's a new one from "Investing for Growth" and a detailed Edison Research note giving estimates up to 2010 - well worth a read.

[piruxi] 20/11/2007 12:11

ah well things do get better---or get a hell of a lot worse.

[redrenault2] 20/11/2007 11:19

£2 !!! yeah !! before they lost millions on blue sky trials!!! different company mate.. still need a hook ..

[piruxi] 20/11/2007 11:05

It was £2 before all the good news

just a bit slow at the moment hehehehehehehe nice long term though

[redrenault2] 20/11/2007 11:01

Guys .. 50p is way off at the moment. The stock needs a hook to really get motoring .. they are just too dull at the mo for 50p to be a realistic tgt ...

[piruxi] 19/11/2007 12:27

yes its tough trading at the moment but quality will always show through.

[alibongo612] 19/11/2007 12:26

I marked the previous one but its time expired long ago.

LOL

[piruxi] 19/11/2007 11:46

Yes and do quite nicely thank you.

50p is coming and sooner than you think---MARK THIS POST.

[pndg40] 19/11/2007 11:40

Piruxi, "a lot of yesterday", shame, you've got too much time on your hands, a life, a, get. rearrange for a meaningful senatnce.

"sharp rise", this is sharp?! Get a grip.......

I remember that 50p post, quite amusing at the time.

Though i agree that there is some life in this stock.

[alibongo612] 19/11/2007 11:07

Yes as you said months ago "50p iminent"

I think it is safe to assume you don't make a living out of investing.

[piruxi] 19/11/2007 09:06

I spen a lot of yesterday seiving thrugh stock which is why I poste what I did above.

MLR is now looking really solid with a huge upside, and realatively little downside hence to sharp rise today.

Apart from all that I still see this as a greatly undervalued stock,

[rcktmn] 19/11/2007 08:58

Looking solid this morning with a little bit of buying going on....looking good !

[piruxi] 18/11/2007 21:45

Its looking more and more like a relative safe heavevn stock right now

[redrenault2] 13/11/2007 11:16

Piruxi .. i read the reports by Shearlock and the note lewis charles put out on then.. well written and the analyst understands the company. Also I do find it strange that Noble who are also involved have not written their own note !! the more brokers that cover a stock ( and not that paid for tosh we have all seen !!) the better..

[piruxi] 12/11/2007 11:38

Well done again Peter Shearlock, thats MLR and GDP recommended.

[rcktmn] 12/11/2007 11:36

This from this morning's new newsletter from Growth Company Investor – Peter Shearlock's Small Cap Stock Picks.

Should be more good coverage in this week's I.C & Shares Mag I would think

"Maelor - looking cheap again"

The acquisition of Acorus, completed in May, has transformed hospital medicines group Maelor, giving it a well-spread portfolio of products with genuine growth potential. Combined with strong growth in the 'old' Maelor portfolio – particularly blood plasma substitute Volplex whose market share has jumped from 16 per cent to 26 per cent in a year – and a promising pipeline of product launches over the next year-and-a-half, the outlook could hardly be better.

Maelor has recorded a half-time profit of £700,000 against a loss of similar size in 2006 and earnings of nearly 0.5p a share. It looks as if there is more growth to come from Volplex and a number of Acorus products. Cryogesic, a freeze spray, is attracting growing interest in the obstetrics field, but there are other markets, such as paediatric oncology, to target. Mysoline, an epilepsy drug bought in from AstraZeneca, has been introduced in all major territories ahead of schedule. There is a big potential market here in treating essential tremor, a condition that affects one in 25 people over 40.

Maelor has a number of products in late-stage development. One of the most promising is Haemopressin for treating uncontrolled bleeding. Its only competitor in the marketplace produces sales of over £4 million a year. It is expected to be launched in the second half of next year.

Edison Investment Research reckons Maelor will produce a profit this year of £1.6 million for earnings of 1.1p a share. The figures rise to £2.2 million and 1.4p for 2008/09 – though by then it is a safe bet that management will have picked up more product rights or made more acquisitions. There is strong cash generation (net cash is now £1.7 million), which leaves management relaxed about a likely £5 million payout to the Acorus vendors over five years. Now 13.75p (against a recommendation price here in September 2006 of 6.5p) the shares sell for just under ten times earnings a year out. That is way too cheap. I remain a shareholder in Maelor.

[c0lgard] 09/11/2007 12:11

Yet ANOTHER of piruxi BS. Piruxi, you have no shame. You trawl other BBS spouting your nonesense, and then you stalk the likes of me because we do not share your centiment.

But its okay, I have long forgiven you, i feel quite sorry for you, but others will be less forgiving.

[piruxi] 09/11/2007 12:01

yes I do, both silly and disappointed but then so too must be Lewis Charles!

[alibongo612] 09/11/2007 11:44

piruxi

You said "50p imminent" some time ago.

Presumably you must feel very foolish now.