George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Also, suspicious how the share price sank up to this announcement, wouldn’t trust the management of this firm either. Glad I got out when I did. Posting here because I have always had an interest in the pig industry.
My previous post on here was correct for once. Far too reliant on a country that cannot be trusted.
The market is not going to like this. With war talk coming from China how much reliance can be placed on future cash flows from there? Without that income stream this seems worth less than £100m?
ECO Animal Health Group plc (AIM: EAH), a leader in the development, registration and marketing of pharmaceutical products for global animal health markets, is pleased to announce that Marc Loomes, CEO, and Christopher Wilks, CFO, will be conducting a live presentation covering the Group’s Interim Results for the period ended 30 September 2021.
The online presentation will take place on Tuesday 30th November at 11.00am UK time.
This event is open to all existing and potential shareholders and registration is free. Questions can be submitted during the presentation and will be addressed at the end of it.
Sign up to register here: https://www.equitydevelopment.co.uk/news-and-events/ecoanimalhealth-interimresultspresentation-30nov
Chinese authorities taking steps to control pork market.
Bodes well for SP here.
https://www.pig333.com/latest_swine_news/china-lowers-target-for-sow-inventory-in-effort-to-stabilize-prices_17776/
IMO DYOH
I had shares in EAH for a long time and did well for most of it. I sold after the results though as I was disappointed in the dividend being only 1p and concerned that they are far too dependent on one product in one country ( China). These could easily fall further and no doubt will do on any more disappointing news.
Announcement ahead of AGM on reduced China business. Who puts that type of news out on the morning of the day of the AGM and why??
Bad start to the day? What just happened??
Also, I meant to say, pork prices are very firm at the moment and so are pork futures, when pigs are valuable it’s not a problem paying for medicines.
I think there is a good chance this will move higher again soon as EAH sales were very strong (and continue to be) despite multiple ASF outbreaks in China. If and when these outbreaks are brought under control sales should increase again. Also there could be news on vaccine development anytime.
AIVLOSIN, is the flagship product which EAH own and I believe it is selling extremely well almost worldwide with excellent growth still to add. There are more medications in the pipeline. On our own I am sure we will do very well but I wouldn’t be surprised if larger companies are looking at our products with envy and a bid for the whole company or some products could easily be forthcoming.
IMO the Covid nasty experience by China will completely overhaul its old ways at looking into animals in general and their healthcare in particular. So I am not surprised to see China as the main driver of EAH strong growth for many years to come.
Only 1p away now.
Not too far away.
From sources in the industry ( not EAH) there have been concerns over ASF in China and pork prices dropped a bit, however the ASF situation could benefit EAH as it’s not too serious and good quality products are needed to replace unlicensed vaccines and other poor quality products in China.
In the rest of the world pork prices are picking up nicely and especially north and South America looking very good.
4 trading updates in the last 9 months. Each one better than the last and all fantastic.
I posted that before I knew there was a RNS!
400p very easy, would not be surprised to see 500p within a couple of months.
Think it will be a good week for EAH.
Great to see them relisted this week and a decent SP increase. No reason we shouldn't see this continue to increase over the days and weeks ahead. Should be passing £4 after year end results in the summer at the latest.
Next stop four squids
ECO Animal Health said it expected revenue and EBITDA for year ending 31 March 2021 to be 'significantly' ahead of market expectations on continued strength in Chinese and US markets in Q3.
'Strength in the Chinese and US markets continues with group revenue at the end of the third quarter ahead of prior year total revenue,' the company said.
The revenue outperformance in China, combined with the in-line performance in the rest of the group, was likely to result in revenue for the year ending 31 March 2021 being 'significantly ahead of market expectations and the prior year,' the company said.
'It is expected that the EBITDA for the year ending 31 March 2021 will also be significantly ahead of market expectations and the prior year,' it added.
Or would greatly appreciate someone posting the salient parts of the broker notes -tqvm
Can anyone recommend a good site for reading the broker notes?
Bullish updates from the bod and excellent broker notes. Onwards and upwards.