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Investors seem quite apathetic. Tum-ti-tum...disappointing results....tum-ti-tum...sp collapses...tum-ti-tum....sp climbs back....tum-ti-tum....
;-)
Now-familiar dive before y/e results?
Hopefully the sp’s recent rise indicates a good end to the year.
Onwards and upwards.
anghardy1976,
Many thanks for your prompt, informative analysis. You obviously know the sector and the co. well, so much appreciated.
Wonder who carries the risk for that incident.
Liability with the supplier, who may be covered by insurance, who then compensate customer/s?
Re my message dated 29/10/19 (off-topic), I am pleased to confirm that he share price at BXP has risen nicely - and looks set to go on rising. Overlooked and seriously undervalued as yet, I.M.O.
The share price here at AMS seems reluctant to rise above 250p, I think we need await how good next Results are before we see significant movement.
Looks like Blackrock are still dumping stock, so the sp will be stuck at this level for some time.
For diversification, I put some of my money on BXP, I expect good returns short/medium/long term.
But as always, DYOR.
Trump's 'America First' is an area of concern - not to be ignored, IMHO.
Oh well, back to c.270p.
Buyers at 215-ish get a big pat on the back. ??
Blackrock cutting back. Not usually a good sign.
They will come back from this , surprisingly poor though. Eye off their main balls (?) , glues and wound care. The latter could be so much better with their manufacturing expertise. Too much attention on new product areas , keep what you've got first. Good time to consider buying a few?
anghardy1976,
Thanks for your excellent(if very sobering) post.
After such poor results they'll do well to keep their major shareholders from heading for the exit.
Their image of being a well-managed company has taken a big hit here, imho.
Steady Eddy company. Unlikely to seriously disappoint for long if at all.
A few rats about. They may regret it.
Couple of days to go. Market not expecting much, apparently.
Holders seem pretty comatose.
Zzzzzzzz
I am not quite as negative, but indeed if last year's sales were enhanced by 'competitor supply issues' then AMS's sales will suffer more when 'competitor supply issues' are resolved. I also fear the 'America First factor' plays a negative role here.
.
...at all after all of those years.
It's what they don't say. Slowdown in liquibad which has been "offset" by other growth....not fully offset.
Besides they also point out that last year period sales were ENHANCED by competitor supply issues....that essentially means the drop is bigger than expected.
Also the group is trading within BOARD's expectations for a full year. They always say that...yes. But board's expectations adjust throughout the year....market's don't.
that simply means they will probabbly be below expectations this year....and just preparing the ground.
there is nothing positive in that statement. It's going to hurt for the time being.
Today's trading statment sounds positive overall, but I am concerned that the US sales of LiquiBand have trended down, albeit for reasons explained. Could,.however, there be a danger that Trump's "America First" attitude gives competitors an 'unfair' sales-advantage, thereby impacting negatively on AMS's LiquiBand sales in the US?
Not quite true. The jobber may be running a long book on the stock, the stock may be lent out etc etc
Just market makers playing safe until they see/feel the trend to be. Remember, stock bought by a market maker needs to find a client/buyer at no loss to the market maker.
Anyone noticed that the sp always opens way below the previous day's close, often on v small volumes, and sometimes going into auction as a result?
Is this just Bot trades?
AMSt around 330p possibly at fair value just now, whilst APH (another favourite of mine) has in my view more mileage ahead. But as always, no certainties in this game.
Shire price has risen quite a bit in recent days, indeed perhaps becoming a little frothy at 335p?
Quality, quality and quality - these are the three words I would use if asked to describe AMS in brief words.