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not much activity here but thought i'd add something.
Quite a few buys today yet no news that I can see.
Any comments from anyone?
Not a swing trader, but buy @ 62 sell @ 68 would have worked out pretty well over the past few months. Be good to see whether a clean break above 70 is attainable for a longer-term reversal.
Revealed: UK patients stockpile drugs in fear of no-deal Brexit
Yes thanks, meant excluding acquisitions which is my point. Growth is coming from acquisitions which may prove difficult in the current climate hence a disconnect between sp and current guidance. Been on my watch list a while this one as once the politics settles that gap will close quickly. Trek waiting.
TrekMadone - Perhaps accidentally, but you have your facts wrong. Revenue BEFORE acquisitions up 4% (not AFTER).. Revenue including acquisitions up 22%. These are good figures, pleasing figures - assuring me, and many others, that APH is on the right track.
Don’t agree. I would say mixed at best. Revenue after acquisitions up only 4%. Aph need to be accretive to keep momentum. Gearing has improved as has FCF but it’s what they do with the change that will drive the SP. Been hit by Brexit woes pretty bad here as M&A could be more difficult depending on the deal that is struck and also interest rates are likely to rise. More of a relief rally imo. But defo this is one to watch and if the macro outlook improves could do well. Trek from the sidelines for now.
Trading Update today (see RNS) looks good to me, share price likely to rise substantially over the coming days/weeks.
ws
Just keeps going down I don't understand it either... Brexit worries?
I see no reason for the share price to go as low as 61p. The fundamentals are strong and l maintain my view that the shares deserve to trade above 80p, and indeed I believe we shall see 100p+ before this year is out.
It's one of my stocks - that's the reason.
Seems to be more buys than sells today but sp remains stuck.
The prospects for APH seem good or so i thought.
A see of red this morning , Any reason ?
The fall to 62.50p is greatly overdone I maintain that, based on fundamentals, the correct price for APH shares should be 80p+. Once the markets in general stabilize, a speedy correction up the way is on the cards, IMO. Trump took great pride in the rise of the markets, he now must hang his head in shame, as he is to be blamed for the widespread falls, no one likes his threats of trade wars, no one will benefit from trade wars, least of all the American consumers as they will pay higher prices for imported goods. To compete with China, the cost of labour in the US needs to decimate!
Sorry from board
10.225p actually :)
Fck it I just took £600 more at 10.25p
Large Biuy-transactions today are indicative of Insttutional interest rising. I can see us heading for 80p plus.
We seem to have levelled off. I could trigger a further decline by topping up...
I seen no reason for the share price to have gone as low as 65-66p (today). Indeed in these uncertain times, APH shares should at a premium as the Company operates in what I would call l recession-proof territory. Medicines will not go out of fashion, demand will rise not fall.
I hold long term.
Hi Winnings, I guess you are hoping for lots and lots of babies and nauseated and vomiting mothers to be? I wish you and your portfolio well. LOL
Based on fundamentals, the share price has to rise substantially to get back to fair value. The recent fall has
been overdone and has made the shares look cheap at 73.5p. In my view a target price somewhere in the region of 85p-90p would be appropriate.
Nice article in The Times today, praising the new anti-nausea medicine (from Alliance) now available to the many pregnant women who suffer nausea in pregnancy. The medical profession has responded very positively in the article. Doctors are pleased to now be able to prescribe a medicine that reduces sickness by 80%. Such a positive article in a prominent paper is bound to give the medicine a flying start. Should help the share price up the way.
Somehow NT always seems ahead of events. Funny that.
Tempted to top up but this could be a dead cat bounce as people leap on the back of the RNS.
I think this is a good stock despite the fall.
Omir - For what it's worth, NT updated yesterday to say that he'd sold top-ups from 70+ (not full stack) and was looking to buy those back once there were signs of recovery.
Perhaps MVM are selling down their entire holding?
Should get an RNS when\ if they drop below 3%