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Share Name Share Symbol Market Type Share ISIN Share Description
Udg Healthcare Public Limited Company LSE:UDG London Ordinary Share IE0033024807 ORD EUR0.05
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -0.07% 734.50 737.00 737.50 741.50 727.50 737.50 344,659 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 1,151.8 65.9 20.5 35.3 1,789

Udg Healthcare Public Share Discussion Threads

Showing 326 to 348 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
21/11/2007
11:59
I agree 100% with you culchi - welcome to SGI btw. I am just comparing them to SFR and a few other holdings I have and it looks the best on fundies. Much better than UDG too btw but I am happy to hold UDG for obvious reasons. Don't be a stranger either here or on the SGI thread. :O)
liarspoker
21/11/2007
11:47
solid results from a solid company. Still holding all my stocks but not inclined to spend time looking at the monitor during the current debacle. Some real bargains available , o/t,noticed the drop in sgi this morning liars and have just added them to my long term portfolio. I still believe concentrating on good quality stocks, like udg which i have held for about six years ,is the best and safest investment. I find when i spend too much time at the monitor, i am tempted to invest in hot stocks .
culchi
21/11/2007
11:18
I am sure that your patience will be rewarded Slasher. You can see that the company is improving year on year therefore the share price will have to respond soon. Obviously we are in a bearish market which doesn't help but like you say once the market firms we should see a breakout of the trading range. In the meantime sit back, relax and keep collecting those Scrips. :O)
liarspoker
21/11/2007
11:12
Hi guys very happy with results. When market returns to bullish these should rebound very sharply out of this 3 year range. I hope my pattience is rewarded as have since Feb05 and share price hasnt changed. These should be pushing towards range of 4.00 to 4.60. Why not 17 to 20 current earnings. They are a tesco like share they are ringing in 155 EPS growth year in year.
slasher16
21/11/2007
09:58
And from Davy as well: 2008 EPS = 25.6c ( up from 25.29c ) 2009 EPS = '( to just over 28c). This puts UDG on a 2008 P/E of 13.3X, which modestly discounts the sector and does not factor in the prospect of accelerated growth through further acquisition activity.' Davy also talks about the 'impressive cashflow generation'.
liarspoker
21/11/2007
09:52
Upgrades are in from NCB: 2008 EPS = 25.55c ( up from 25.03c ) 2009 EPS = 28c ( up from 27.34c )
liarspoker
21/11/2007
08:53
Think I'll enjoy these myself in 20 years JohnnyAD. :O) Share price not doing much today which, in this market, is a good sign I suppose. Say we do 12% EPS growth this year - that would give EPS of say 25.8c - OK lets say 25.5c to be conservative. Therefore on historical P/E figures ( digital look has an average P/E of 16.625 for the previous 4 years ) we should see a share price of 423.94c so that implies that the shares are trading at a 26% discount.
liarspoker
21/11/2007
08:30
Yep good news Liar, mine are well put away for the kids to enjoy!
johnnyad
21/11/2007
07:36
United Drug FY profits rise to 55.7 mln eur on diversification plan LONDON (Thomson Financial) - United Drug PLC, the Ireland-based pharmaceutical wholesaler and services company, reported higher full year profits of 55.7 mln eur, up from 51.7 mln, due to continued diversification into pharmaceutical services. Group revenues were 1.58 bln eur, up 8 pct on 2006, while basic EPS was 20.9 cents, compared with 19.3 cents last year. The Irish firm has traditionally been a wholesale pharmaceutical supplier to pharmacies but is currently diversifying into healthcare services for pharma companies. United yesterday bought Procon conference, a company that organises pharmaceutical conferences, for 5.4 mln stg. United Drug CEO Liam Fitzgerald said United has broadened its range of services in the past 12 months. He also pointed to growth potential in the US. "The USA continues to be well positioned to deliver growth in what is a large and somewhat underdeveloped contract sales marketplace," he said. He said the company was confident of delivering continued growth. julian.hofmann@thomson.com jh1/ra COPYRIGHT
liarspoker
21/11/2007
07:23
Oops - that didn't turn out well. Tables are always difficult to post on ADVFN. Let's look at adjusted EPS forecasts again: Goodbody - 22.2c NCB - 22.46c Actual Adjusted EPS - 23.02c
liarspoker
21/11/2007
07:21
Very nicely ahead. :O) Wrap 'em up and leave 'em in the bottom draw imo and come back in 15 years: 21 November 2007 United Drug plc Preliminary Announcement of Results Year ended 30 September 2007 Highlights IFRS Intangible Adjusted Increase based amortisation on 2006 Euro'000 Euro'000 Euro'000 Group revenue 1,583,622 - 1,583,622 8% Operating profit 60,038 6,554 66,592 17% Profit before tax 55,773 6,554 62,327 15% Diluted earnings per share 20.81 2.21 23.02 14% (cent) Dividend per share (cent) 7.30 - 7.30 15%
liarspoker
20/11/2007
22:03
I must say that I am looking forward to the results tomorrow. This is not really a share I pay too much attention too when it is not having its moment in the spotlight, ie results or acquisition time, but I like to give it a good going over when new results are released ( or when something else tickles my fancy of course ). Anyhow say that UDG did 22.20c EPS last year and they do 10% EPS growth this year giving a figure of 24.42c. That means that at the current price we are trading on a forward multiple of about 13.75 which is a long way from the usual 18 - 22 figure. Granted the markets are in a state of disarray and arguably growth is slowing ( at least organic growth is ) so perhaps a lower multiple is justified. 2 years ago this share would have been around the 450c mark by now. Sure that is too expensive at the moment and realistically I am looking for a share price of just under 400c for this year with anything extra being a bonus. :O) Edit: To those reading this thread for the first time - the above charts are in Pence, the company reports in Euro Cents ( just in case you are scratching your heads reading my figures and looking at the graph ).
liarspoker
20/11/2007
21:57
United Drug Retirement of Director RNS Number:1382I United Drug PLC 20 November 2007 Retirement of Non-Executive Director at United Drug plc United Drug plc today (Tuesday, 20th November 2007) announced the retirement of Dr. Dermot Egan as a Non-Executive Director. The Chairman and Board of United Drug plc thanked Dermot for his outstanding contribution to the Group over his 15 years as a Non-Executive Director and latterly as the Senior Independent Non-Executive Director. The Chairman and Board of United Drug plc wish Dermot every happiness for the future. Ends. Tuesday, 20th November 2007
liarspoker
20/11/2007
14:59
Forecasts for tomorrow: Goodbody: T/O up 8% to Euro 1.6b EDIT up 13% to about Euro 59m Adjusted EPS up 10% to 22.2c NCB: Operating Profit up 14% to Euro 62.4m Adjusted EPS up 11% to 22.46c
liarspoker
20/11/2007
12:42
Another acquisition - released before 2007 FY results tomorrow ( very interesting imo perhaps UDG don't want the acquisition to take from good results ): United Drug Acquisition RNS Number:0862I United Drug PLC 20 November 2007 UNITED DRUG ACQUIRES UK BASED PHARMACEUTICAL SALES AND MARKETING SERVICES COMPANY Dublin and London - Tuesday, 20th November 2007: United Drug plc, a leading international provider of services to healthcare manufacturers and pharmaceutical retailers today announced that it has acquired the entire issued share capital of Procon Conferences Limited ("Procon") a UK pharmaceutical conference services company based in Harrogate, North Yorkshire. Procon provides full corporate event management services targeted specifically at the pharmaceutical and healthcare sector. These services include venue finding, association and secretariat membership, delegate registration through to full event management. The business currently employs 28 people, including senior management, all of whom will remain with the business. The consideration for the acquisition is Stg#4.2 million in cash, payable on completion, plus an additional consideration of up to Stg#1.2 million payable based on achievement of agreed targets over the next 12 months. Speaking about the Company's acquisition today, United Drug's Chief Executive, Liam FitzGerald said: "We are delighted to announce the acquisition of Procon. The company is a well established and very highly regarded supplier of value-added services to the healthcare sector. Procon will form an important part of our Contract Sales and Consultancy Outsourcing division and help us broaden the range of services we provide to our customers. "I would like to welcome all management and staff of Procon to the United Drug Group and we look forward to working with them to build upon their success to date, as we continue our development as a leading international healthcare services company". ENDS. Tuesday, 20th November 2007
liarspoker
15/10/2007
15:31
Hopefully we will be rewarded for our patience soon kid?! I am still happy to hold for the long term. Put it this way - if UDG keep up their double digit growth ( that's say 8% EPS growth and a 2% Divi ) then a grand in 25 years time will be worth just over Euro 10,830. :O) I expect a buy out before then though but we'll see.
liarspoker
15/10/2007
15:20
Very nice liars. On holidays this week. Very interesting i went to visit my stockmarket memntor this morning. He has a fairly significant portfolio. Rang portfolio mgr 2day. Very bullish on udg, results in November to be vgood i believe, also this thing on wholsale to be passed to consumer, no cause to sell!! Acquisition this afternoon! UDGs vision statement to become an international healthcare company. Hopefully we will be rewarded for our patience soon kid?!
slasher16
15/10/2007
14:29
US Acquisition: United Drug Acquisition RNS Number:7161F United Drug PLC 15 October 2007 UNITED DRUG ACQUIRES US BASED PHARMACEUTICAL SALES AND MARKETING SERVICES COMPANY Dublin and London, 15th October, 2007: United Drug Plc, a leading provider of services to healthcare manufacturers and pharmaceutical retailers in Ireland, the UK and Continental Europe today (Monday 15th October 2007) announced that it has acquired the entire issued share capital of Alliance Healthcare Information Inc ("Alliance") a pharmaceutical sales and marketing services company based in Ivyland, Pennsylvania in the United States. Alliance provides a range of call centre solutions to support Pharma companies in the US market with their sales and marketing requirements, including medical affairs information, patient compliance support and clinical trials recruitment. The company's communication centre is staffed by medically trained professionals and they provide services to a broad range of major pharmaceutical companies. The business currently employs 163 people, including senior management, all of whom will remain with the business. The consideration for the acquisition is $9.5 million in cash, paid on completion, plus additional consideration of up to $1 million payable based on achievement of agreed targets over the next 12 months. Speaking about the Company's acquisition today, United Drug's Chief Executive, Liam FitzGerald said: "We are delighted to announce the acquisition of Alliance. This is a highly professional operation providing a range of value-add services to aid pharmaceutical companies sales and marketing efforts. Alliance brings additional scale to our existing US Contract Sales Outsourcing and Consultancy business and will allow us to broaden our service offering and customer relationships in the US market." "I would like to welcome all management and staff of Alliance to the United Drug organisation and look forward to working with them to build upon their success to date and to further our development as a leading international healthcare services company." Edgemont Capital Partners acted as financial advisor to Alliance Healthcare Information in this transaction. ENDS. Monday,15th October 2007
liarspoker
15/10/2007
08:33
Well Mrs Liars is a manager in a local hospital and she reckons that the HSE will stand tough against the pharmacies as they are making so much money already. Regulation was always a risk with UDG but the opposite is true too, deregulation is always a chance. As Buffett says try to invest in unregulated utilities. If the HSE stands tough UDG's pricing power will be damaged and I always thought that pricing power was a good component of strength of UDG. I like the management though so it will be interesting to see how they handle the situation. I look forward to being updated at the end of November.
liarspoker
15/10/2007
08:27
I dont know what to make of this article mate. saw it myself in post. Surely it is over the top?
slasher16
14/10/2007
13:59
Should we stay or should we go ? http://www.sbpost.ie/post/pages/p/story.aspx-qqqt=THE+MARKET-qqqs=themarket-qqqid=27351-qqqx=1.asp
liarspoker
09/10/2007
12:47
Yep, I agree with your post JohnnyAD. :O)
liarspoker
09/10/2007
12:38
I suppose that will depend on UDG maintaining their discount % to the standard/new rate liars. UDG's figures speak for themselves and I hope they maintain their margins at the same level. It's about time this share got recognised for the quality and potential it clearly has for the long term investor. AIMHO of course.
johnnyad
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