Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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I model this with released information and my [sometimes mistaken] understanding of demand and supply. This mornings RNS advised: 'as realised exchange gains have been materially outweighed by unrealised losses'. Not good to me.
Brexit uncertainty must be an issue. If you have a look at the catalogue the products are cross species.
https://www.anpario.com/species/poultry/
If you are interested in thematic investments in food supply (which I am) some of the companies that provide the feed to rebuild the poultry flocks and swine herds in China could be of interest.
Has anyone got any views on how the Corona Virus is likely to affect ANP's business. Obviously they do a lot in China; and mentioned in today's update their focus on Poultry in China; but did not mention it. On Bloomberg this morning I saw a story which said chicken in Wuhan are running out of feed because of the restrictions in movement around the area. I'm not sure that it should have any major effect, as the people in China still need to eat, so getting regular supplies of healthy animal feed will still be needed.
Otherwise the update seemed to be steady progress.
For those that were interested in my previous message on Open Orph (no worries if you're not) ORPH have very recently signed an agreement with Empiric Logic, a leading managed software service company. The Collaboration is the final stage in the completion of their Genomic Health Data platform and will speed up its launch.
Maurice Treacy highlights the significant value of the genomic health database in a presentation just before the announcement. Huge potential upside here. - https://www.youtube.com/watch?v=XrT6SBVa5F0 (16:36 onwards)
"When I talked about the 10,000 data records we hope to collect or corral in our database, each one of those per patient is valued roughly, based on these precedents, at about 5000. So the nominal value of that database is about 50 million. That's just assuming a linear access fee. We hope there will be multiple pharma companies looking at this data at the same time."
For more info Maurice Treacy is holding a live webinar tomorrow at 19:00 (UK time) https://vtm.clickmeeting.com/orph
Half year report indicates minor progress after poor 2018 - 2% increase in gross profit - 14% increase in interim dividend to 2.5p (2018: 2.2p) per share - Cash balances of £13.7m at 30 June 2019 (Dec 2018: £12.9m)
Have fallen victim to ongoing issues outside of their control (African Swine Fever, Brexit) but near-term appears to remain very uncertain - could be a long time before recovery
For those interested in health/bio/pharma stocks also keeping tabs on Open Orphan ORPH - CEO Cathal Friel predicts 40% growth a year with 2 million of his own cash invested. Around 30 million people in Europe suffer rare diseases so huge market. Their health databank a standout for me - GSK recently valued an Alzheimers neurologival disorder data base for £300m. CCO Maurice Treacy helps to explain the value of their patient clinical and genomic database well on recent Proactive interview https://www.youtube.com/watch?v=eFvPcwjL-m4
When 80% is in institutional hands. 10000 shares trade and the stock drops 12%. I heard a whisper that some stock was dumped at £2.50 but that was end of January and of course those trades don't get published except to the 'Inner circle.' That could mean there is an overhang. All speculation of course. It is also easy to suspect they are approaching takeover territory. The problem is these shares are obviously very illiquid at the moment, but I personally feel it is worth building a small stake soon. Just not sure we have reached the bottom yet. Nothing to do with fundamentals just plain silly buggers of the market place.
Have seen the steady decline in sp over the last few months. Perfectly reasonable explanation in a possible temporary blip in growth and trading in line with market expectations. As possibly the only share on the aim casino I would currently invest in is this the opportunity to get back in? Will be keeping a close eye on it. Only 23 million shares and a 2.7 divi. As I said before, a rare diamond in the dung heap of aim. It's not the company that is the problem it's the way markets operate these days.
Unusally for aim this is one of the very few decent honest hard working well managed companies. I remember going to an AGM about 8 years with at least 3 other shareholders outnumbered by the board 2 to 1! We were made very welcome. The market cap was just shy of 20 million. We were told growth would come with acquisitions and organic growth. A takeover might be possible when they hit 100 million. They seem to have reached that target! I wasn't to keen on the company name change. Makes me suspicious. Again this is one of those rare cases where there was nothing fishy about it. Unfortunately I cashed in, although for a reasonable profit, I should have stuck with it having seen it grow from a penny share. Not without risk , but having reached its current size I think it is fair to say they had plan stuck to and achieved it and is a size now attractive enough to the bigger investor and predator.
Does anyone follow these shares, share price seem to be steady upwards
You can find Anpario's presentation from our recent Manchester seminar in our members area here: hTTps://www.sharesoc.org/members-area/ It is exclusive to our full members more details on our membership can be found here: hTTps://www.sharesoc.org/membership/ For our future events in Manchester and elsewhere see: hTTps://www.sharesoc.org/events/
Can anyone give any advice why the share price has not move for day on google platform £3.27 and on the other platforms it has been on £3.42 over the week
is a purchase (mine!).
In Brazil Anpario continued to develop its data bank of trials. It’s the potential of these markets, responsible for half of global pig and poultry production, that attracts investors. Though he wouldn’t want to limit Anpario, Bullen told me it sustains about 2% market share, where it is established. The global speciality feed additives market, he said last year, was worth $4.5bn. A share price of 292p values the enterprise at £58m, about 19 times adjusted profit in 2014. The earnings yield is 5%. That’s only a good price if Anpario makes headway in the big three markets and there’s not enough data to draw solid conclusions. Judging by the top level statistics, Anpario’s in as good a shape as has been for the last three years when the amalgamation of four small firms between 2006 and 2012 began to show what it was capable of. Return on capital was 32% and the company’s cash flow is steadily improving to the point it almost matches accounting profit. Anpario’s cash balance is its highest in recent years. Bullen says Anpario’s formulations are trademarked, complex and difficult to reverse engineer, carrier matrices that deliver ingredients throughout the gut. A new centralised research and development facility on the side of its manufacturing plant is improving the formulations. The launch of Ultrabond, a toxin binder, caused significant growth in the UK in 2014 and more generally the prospect of unique products under continuous development may mean high returns are sustainable for years to come. That said, competitors like Alltech and Biomin are also using science to develop and market specialised feed additives and in the wider market it’s potentially up against some of the giant agribusinesses. In case you are wondering what Orego-Stim is, or what a toxin binder does, here are short explanations of some of Anpario’s products: •Orego-Stim, an essential oil supplement which the company says increases animal size, fertility, health and palatability. •Kiotechagil, a range of acidifiers that eliminate harmful intestinal organisms like e-coli and Salmonella by regulating the ph of the animal gut. •Ultrabond, a toxin-binder. It binds with toxins produced by mould in the animal feed to prevent them being absorbed in the animal’s gut. Share Sleuth: Objective | Top 50 | Who is Share Sleuth? | Performance
The natural animal feed additive manufacturer’s full-year results show again it’s capable of growing while investing in three big untapped markets. Anpario reported sales up 2% in its full-year results to December 2014. Using constant exchange rates, revenues were up 6%, the difference was the strong pound which reduces the value of Anpario’s overseas earnings when translated into Sterling, and the fact that Anpario’s US dollar revenues increased 27% in 2014. Lower costs enabled the company to achieve an adjusted profit 14% higher than in 2013, despite the strong pound. Anpario remains cash rich and debt free and the new financial year has, according to chairman and majority shareholder Richard Rose, started well. Anpario manufactures natural animal feed additives in Worksop and sold them to 71 countries around the world in 2014. The additives promote animal growth by improving animal health. Although they are more expensive than antibiotics, the use of antibiotics as growth promoters was outlawed in the EU in 2006, and is under pressure from the US Food and Drug Administration and consumers in the US. Although enforcement is patchy, large meat producers supplying these markets and their own growing internal markets are looking to alternatives, which is why Anpario is focusing on the largest pig and poultry producers: The US, China and Brazil, collectively Asia-Pacific and the Americas. Here, and in Malaysia, Anpario has opened offices to register products and sell-direct, enabling it to generate sales through local seminars and encouraging large farms to trial its products. It’s difficult to deduce the progress of this more concentrated strategy from the results. Last year I complained they lacked detail and the same is true this year. Anpario reported revenue up 26% in Asia Pacific and up 10% in the Americas, but singled out numerous smaller territories within them that are growing strongly, from Australia to the Philippines and Bolivia to Mexico. It doesn’t say how much money it’s making in the US, China, and Brazil, although last year chief executive David Bullen told me Anpario made 10% of group profit in China, where it has been operating since 2010, and less than 2% in Brazil, where it has been operating since 2012. It was still establishing its US operation. When it comes to the big three, Anpario talks more of potential. In China, it has nearly fifty key accounts with over 10,000 breeding sows each. It’s trying to increase its share of these accounts. In the US it has introduced Orego-Stim (see below for an explanation of the products) in a number of states and some of its acidifier range noting interest from some of the largest poultry producers in the US. Small scale trials indicate a number of Anpario products reduce the incidence of porcine endemic diarrhoea virus, which has caused significant losses in the pig industry. In Brazil Anpario continued to develop i
Good results and I hope there is more to come.
Excellent results and free cash flow generated.
oops soory did not mean to go here but Quindell.
The more research I do into Richard Rose I can not understand how TW could ever have a go at him. This guy is a legend. Looking at his portfolio of current Chairmanships: * AO World plc MCap £1.275bn * Booker Plc MCap £2.633bn *Crawshaw Plc MCap £32.7m * Anpario MCap £58.8bn * Blue Inc Blue Inc is one of the fastest growing UK based retailers in the young fashion market over 240 stores You can see why David Currie offered Mr Rose so many options. He is a busy man, but clearly very good at what he does. The other thing that should be noted with Richard Rose is his work with unemployed (through Blue Inc and his charity)
I have not seen any new news on this share either, but there's been a lot of trades in December more than usual. Some shares do go up strongly before results then when the figures do not meet there exception they get hit and go south wards
If it was not on the Aim market I'd go for more, but amazing things have happened to small Aim companies this morning. Iomart and Pressure Technologies have both produced very good results, the first fell by 20% and the second by 14% without reason. Someone is playing around with these stocks. Anpario has only a small handful of trades each day. No news to support it I can see, but you are right they are climbing.
What going on with the share price been a lot movement latterly?.
I agree pretty much with Scott assesment. I am completely out for now. Not a totaly comfortable feeling to be honest. Cerainly on my alert list for any further weakness. The main reason being, its not all about trading value imo. The stated aim for Anpario is to build the company up for sale. It has come a long way in the last year or two. They have made some very good aquisitions and some equally sensible disposals. I would think at £52,000,000 mc, they would need a couple more sizeable aquisitions before they reach the premium sale stage. As Scott also correctly points out they are already a global, be it small company. They have painstakingly done much of the foundation work to further build. One of a handfull of genuine aim listed companies. Wont be surprised if I and Mr Scott have got it completely wrong.
is disappointed by the news today and now considers ANP to be too expensive for him to buy into. http://www.stockopedia.com/content/small-cap-value-report-24-jun-2014-shoe-ung-thw-anp-84242/
"On 8th January 2014 Karen Prior, Group Finance Director, purchased 3,600 ordinary shares, at a price of 274.58p per share. Mrs Prior subsequently transferred these shares to her adult sons. "
Jingly, I think you're probably right about that. The market has gone through a long bull run and sooner or later it was always going to come to an end and maybe this is the beginning of the end / the start of more cautious evaluations. However ANP seems to have dropped sharper than most of the other shares you referred to there. And MONI should have been in that list and yet that has actually risen lately. SEE is another example I can think of. None of them have reacted like ANP has here. So you can either deduce that the ANP drop is overdone, or that a correction has taken place here and other shares' corrections are yet to come. Who am I to know?