Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I agree this share is waiting for something? May be they will be bought out this time? or they will look again for further acquisitions either way I can see this share rise to 45+ 30% + real quick (may be in the first few months as the statement reports Sales in the first two months of 2010 have been slightly ahead of our expectations?
I'm hoping for a good 5% today. Trouble is I really like this share and should of sold at 28.5 when it got to my target.Something is telling me that there is more to come and I have now revised my target to 40p
this share has potential what do you think?
This share could rise 5% to 10% plus today, well positioned for long term and possible takeover. Will be buying a few thousand soon as the market opens! GL
Good morning. I thought I was alone, cracking share though
Sales in the first two months of 2010 have been slightly ahead of our expectations. In the remainder of the year we are well placed to maintain strong growth, particularly driven by the Cambridge Laboratories acquisition, the full year effect of the Buccastem® and Timodine® acquisition last year, and organic growth from the dermatology portfolio. We remain wary of potentially increased competition for Deltacortril®, but overall we are confident that Alliance is set for another strong performance this year.
http://www.investegate.co.uk/Article.aspx?id=201003240700200690J
ALLIANCE PHARMA PLC ("Alliance" or "Alliance Pharma" or "the Group") Preliminary results for the year ended 31 December 2009 Alliance Pharma plc (AIM: APH), the speciality pharmaceutical company, is pleased to announce its preliminary results for the year ended 31 December 2009. Financial Highlights · Sales up 44% to £31.2m (2008: £21.8m) · Operating profit* up 77% to £11.3m (2008: £6.4m) · Pre-tax profit* three-fold increase to £8.6m (2008: £2.4m) · Adjusted basic EPS three-fold increase to 3.55p (2007: 1.17p) · Cash generated from operations doubled to £10.6m (2008: £5.2m) · Dividends commenced o Final dividend proposed of 0.23p per share o Full year dividend 0.30p per share * before exceptional items Operational Highlights · Acquisition of Buccastem® and Timodine® in August 2009 · Acquisition of 18 products from Cambridge Laboratories in February 2010 · Four-fold increase in sales from Deltacortril® to £8.5m (2008: £2.1m) on improved production volumes · Sales of Nu-Seals® up 24% to £5.8m (2008: £4.7m) · Dermatology like for like sales growth of 18% to £5.1m (2008: £4.3m) Commenting on the results, Michael Gatenby, Alliance's Chairman, said: "2009 was a landmark year for Alliance, with major increases in turnover, profitability and cash generation, and the commencement of dividend payments. We look forward to more strong results in 2010, particularly following the Cambridge Laboratories acquisition last month."
that this one perform well on results, bit gutted about hlo today!
Value Price Volume Time Buy/Sell Type £179,090 35.00p 511,687 16:24 Buy O £105,000 35.00p 300,000 16:31 Buy O £70,000 35.00p 200,000 16:29 Buy O £34,750 34.75p 100,000 09:37 Buy O £34,748 34.75p 100,000 10:10 Buy O £34,725 34.73p 100,000 09:29 Buy O £34,713 34.71p 100,000 09:20 Buy O £12,523 34.75p 36,038 16:00 Buy O
With the recent RHPS mentions and results due out this week it will be interesting to see what happens in the next 7 days. There has been only a small upward appreciation in the sp since the March tip - maybe the results will get things moving?
Well this is featured in this months RHPS (Red Hot \penny \shares) that is they have poaded the shares on the friday pm and by the monday pm they shall sell out and take the 20% leaving all the am investors high and dry!!!!!!!!!!!!!!...be careful all and watch this space of what happens with this and all the other picks this month (AFC,APH) here we go and the only winner is Tom Buford...Bet you a pound i am right.... the last 3 investments all have lost me £4k plus as he pumps and dumps before all can make profit from the share, This is insider dealing on a big scale and i wonder if legal...highlight share pump it up and dump it>>>
was going to sell on friday as it reached my target . Really glad I didn't. Monday is going to be a very good day , I'm certain!
http://www.iii.co.uk/articles/articledisplay.jsp?section=ShareDealing&article_id=10079896
Anyone know why the share price is dropping off over the last couple of days??
Sticking to their proven formula then - buy small outfits for their successful products. The link to the other CL products not mentioned in the RNS is here: http://www.camb-labs.com/prod_additional_products.html. The toxicology product on govt contract for a stockpile is potassium iodate, I think (they keep it in case of leaks from nuclear power stations etc). CL looks like a sound buy to me, and if they're talking about significant earnings increases next year then perhaps we can expect a nice increase in the dividend?
http://www.investegate.co.uk/Article.aspx?id=201002080700098066G
Our revised, but still cautious, pre-tax profit expectations for the financial years ending 31 December 2010 and 2011 are £9.7 million (+51.6%) and £11.3 million (+50.7%) respectively. At 27.125p, the market capitalisation is £52.42 million but the Enterprise Value is £83.84 million, which is 7.53 times forecast 2009 EBITDA of £11.13 million. We estimate that by the end of calendar 2011 net debt should have been reduced to £12.52 million and that if the shares trade on the same EV/EBITDA multiple as today then, based on our conservative 2011 forecasts, the share price should be trading at 42.1p and hence we reiterate our recommendation of BUY. UK-Analyst
7th January 2009Analyst: Philip Morrish philip.morrish@t1ps.com 020 7562 3362 Alliance Pharma: Buy at 27.125p – Price target increased from 25p to 42.1p Key Data EPICAPH Share Price27.125p Spread27p – 27.25p NMS5,000 Total Number of issued shares193.32 million Market Cap£52.42 million Net Debt £31.4 million (including convertibles) 12 Month Range3.63p – 27.5p MarketAIM Websitewww.alliancepharma.co.uk SectorPharmaceuticals ContactJohn Dawson Chief Executive Officer 01249 466966 A positive pre-close trading update released on January 6th has reaffirmed that Alliance has achieved critical mass and that value creation steps will be more substantial than has been the case historically. Full year results will exceed comfortably our earlier and demanding expectations when released on 24 March. In view of the strong trading momentum established together with a full year of the recent acquisitions, we are increasing our estimates for the financial years ending 31st December 2010 and 2011. Consequently, our target price has been lifted from 25p to 42.1p and we reiterate our recommendation of BUY. The Company has reported that turnover for the year ended 31st December 2009 will be approximately £31 million; this is 10.7% higher than our £28 million estimate. Alliance Pharma has further added that it expects pre-tax trading profits to be no less than £8.5 million; again leaving our £6.2 million expectation (and that of the market) trailing far behind. It should be noted that Alliance Pharma has indicated a second half pre-tax profit of £5.6 million, which is not only 2.33 times that for the whole of the 2008 financial year (a record year) but well in excess of total pre-tax profit (excluding exceptional items) of £3.715 million for the last four financial years. The Company had previously restricted investment in its drug develop projects to very modest levels until it could secure third party support, which meant suspending clinical trials for its labour induction drug, Isprelor. Consequently, the Company will reassess the £2.8 million balance sheet carrying value for Isprelor to determine whether any impairment should be recognised. The charge (non-cash item) would be treated as an exceptional and disclosed when the 2009 full year results are released on 24 March. The Group is a prodigious cash generator and we estimate that net debt at 31 December 2009 should be around £31.4 million, despite spending £7.5 million on two acquisitions. For the next two years, we anticipate only modest sales growth. This assumes that there are no further acquisitions (unlikely) and a near 20% point loss of market share for Deltacortril due to a possible new market entrant. Nevertheless, pre-tax profit will continue to grow rapidly because of the Group’s better overhead recovery and the rapid repayment of debt from cashflow. Our revised, but still cauti
http://www.investegate.co.uk/Article.aspx?id=201001060700090858F
Your right. This company has done well over the last 12 months and looks likely to do so over the next 12 months. The problem for me is this: How much money can be made by investing here? If you take a close look at the balance sheet, something I like to do when I try and value the company myself, I find that the majority of assets are intangible and I wouldn't value them as highly as the company does. I would value them at what I think they could be sold for tommorow. The rest are offset by financial commitments and loans. If you take that into consideration and assume that they will make around 9m of profit next year they are considerably overpriced. I'm not saying the SP will fall, but I AM saying that any ROI here will be small in comparison to the other lucrative opportunities available on the AIM market. Let me know if the SP halves, and I'll take another look :-) good luck with your investments.
This share has performed really well over the past few months , I thought the board might have a bit of life!
Sales up 44% on same period last year. Delivered for me too :) http://www.digitallook.com/news/rns/3105454-48042/APH-Trading_Update.html
Congratulations APH on yet another good commercial decision. This share has once again delivered.