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Within 2 days of good news, but a couple of days before the bad news announced at 4.20pm today, 2 big shareholders sell virtually all their APH shares. What fabulous timing! In the last 10 minutes available to trade the shares crash 10%. What will Monday morning bring for the share value?
Sales up, Debt Down, Free Cash Flow up . No nasty surprises. UK Regulatory approval decision imminent.
I held and then sold a few months ago, and whilst I have a tremendous respect for John Dawson cand what he his trying to achieve. I can only say look at the last filed accounts, for in my opinion the debt ratio to sales is too high. That is the reason I sold ATB
Am I missing something ?????? Views please 🤑
How many shares AV. have dumped in the last few months, about fifty percent of there holding ???
..all of my holdings had results like this. I guess Brexit malaise accounts for the slow movement in price.
Alliance Pharma wins £5m compensation from Sinclair Pharma AIM-listed Alliance Pharma has gained £5m in compensation from Sinclair Pharma in connection to a sales-shortfall of Kelo-stretch, a cream that treats stretch marks, which it bought in December 2015 as part of its acquisition of Sinclair's healthcare products business. The £5m compensation, which the company will use to reduce its loans, consists of £4m to be paid by 30 April and £1m to be paid by 30 June 2018. Sinclair has also relinquished all US rights to Flammacerium, a drug to treat infections and severe burns, with immediate effect to Alliance. As part of the acquisition of Sinclair's healthcare business, Sinclair had retained royalty rights for Flammacerium in the US but has now relinquished these as part of the compensation package to Alliance. The company said that it is currently registering Flammacerium in the US and plans to seek registration guidance from the US regulatory authority in the second half of 2017. Flammacerium is currently available to treat severe burns and for wound management in Europe. Chief executive John Dawson said that the £5m compensation was “fair” and that the US rights to Flammacerium provides the company with an additional opportunity which it is now exploring. He added: “Overall, the acquisition of Sinclair's healthcare products business in December 2015 has been transformational for Alliance, bringing some key growth products into the company's portfolio and increasing our scale and international reach." Shares in Alliance Pharma were up 1.49% to 47.70p at 0845 GMT. **************************************************** £5M is a lot considering FY profits are ~ £20M
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With the purchase of Sinclair profits should double this year. Projected EPS of 4p = P/E of around 12 which for a defensive, pharmaceutical company is low. Similar companies trade on a P/E around 20 which suggests this share should be in the 70-80p range. Dividend yield ~ 2.4% and hopefully will rise.
They said they could have less debt if some money was valued like in june. Revenues are double, but they don't say what's the net profit/loss. Only that they managed to reduced debt. http://www.pharmaceuticaldaily.com/alliance-pharma-reduces-net-debt-doubles-revenue/
directors sale one would submise , so manipulated the price downward to pay as little as possible for the 3 million shares!! now they will want to get as much as possible for the 3 million !! so a rise back to levels up and above before the RNS.would seem the likely move.GLA
Sorry Sinclair acquisition doh
Not sure that the size of debt will be a great play on share price - am guessing it was used to fund the subfloor acquisition. Thought interims were positive. Only downside I could see for the men's was reduction in gross margins. Surely a l t h.
The only indicator that makes it slightly bullish is it's 200 period moving average which is acting as support at this time.
Ok, thanks for that.
The market views their results indifferently. After an initial boost the price fell back as their debt is now much higher.
There must be something going on to, after releasing a couple of positive RNSs, the SP drops so much. What is it I am missing?
Hard to ignore yesterday's candle because it was big bearish and engulfing. Does not bode well although I'm luke warmly confident APH will rise after another pullback.
This a good business. Great cashflow. Growth by acquisition with good invested managment and a decent dividend. Very surprised at the market reaction.
probably. . . !
Proactive Investors is here: http://tinyurl.com/jz2u6gg
A simple but positive RNS today, just before their results. Still bullish, but will tomorrow's results trigger a sell off?
Nice to see this Blue on a generally red day. Hoping that their results this week boost the price even more. Wait and see.
Interim in eleven days.
Since 23rd August, APH went bullish. It's above its 200 EMA and probably going to break out of its downward price channel. However it needs to break 51p as a next step to climb further.