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So Amala Foods is allegedly progressing with a reverse takeover of Dialysis Care Plus Inc, a start up company focused on building dialysis centers in the Philippines. Its strategy to tap into the growing healthcare dialysis services sector in the country.

To date all we know is that Dialysis Care Plus is a healthcare company based in the Philippines and currently there is no publicly available financial information on this company.

However it needs to be noted that there are already several companies that are major players dialysis services sector like NephroPlus, Fresenius Medical Care, B. Braun Melsungen AG, Baxter International Inc., and Diaverum that dominate the industry and have been expanding rapidly, securing significant investments and increasing their presence in multiple regions of the Philippines. The Filipino dialysis market is experiencing steady growth, driven by the increasing prevalence of chronic kidney disease and improvements in healthcare infrastructure. The market is expected to grow at a compound annual growth rate of 4.2% from 2025 to 2034.

Dialysis Care Plus Inc is a relatively small new player in this market and will likely struggle to take market share from the major players. It will need to look at alternative markets such as home dialysis innovations and AI-driven patient monitoring otherwise they will struggle against larger competitors.

Dialysis Care Plus Inc faces significant challenges as a new entrant in the highly competitive Filipino dialysis market as established players dominate the industry, benefiting from strong brand recognition, advanced technology, and extensive networks.

However, Dialysis Care Plus could still carve out a niche if it focuses on low cost dialysis solutions and secures strategic investment partnerships, as always with new start-ups time and monetary generation are the biggest obstacles to success.

It seems to me that the inept BOD have backed the wrong horse again at shareholders expense, and I very much doubt (if this actually comes to fruition) there will be any positive share price movement until the market sees sustainable organic and fiscal growth as well as expansion through mergers and acquisition.

Again we see how easily the market makers manipulate the price levels to satisfy their own greed at the expense of the individual investors.

When Energean announced the sale to Carlyle they didn't like it saying it was a value loss and dumped the price.

When Energean announced the deal was not likely to go through they dumped the price again.

When a couple of days later the deal is terminated the price rises 3%.

Thanks for posting but it's just someone speculating about what most of us are already aware.

If not happy then sell and invest in someting else. Moaning on here aint gonna change a thing.

Of course they have share options. But they didn't even buy in when the SP hit its all time low. That doesn't instill confidence in the market.

Looking through the director buys and sells over the last 3 years tells a very interesting story. Records show that Rusty Hutson has neither bought nor sold any shares and that since October 2023 no director has made any significant share purchase. Question is why when during this period the share price was at or near its all time low did no director invest?

CWWX

And with what insider knowledge enables you to make a statement like that?

Sanctions were imposed in less than 24hrs and no reason why they cannot be lifted in the same time frame.

Gary59,

He's just a little egotistical person who gets off by name calling from behind a keyboard rather than providing constructive debate.

Ok now I see where you're coming from.

Guitarsolo,

Agreed the SP would be £9.60 based on todays price but you would only hold 25% of your current share holding so overall the total value is the same.

Lending,

Yes at the split the SP was £10.50 and after the 4 for 1 split the SP was £2.625 but you had 4 shares intead of 1, so it doesn't make any diffence to todays SP.

Tmnky,

Yes I agree and also sympathise but let's be honest since the announcement the SP has actually increased somewhat. So those who got caught have had the opportunity to sell and invest elsewhere.

Sean1968,

Yes and some people have mastered the art of talking out of them.

But please bestow your wisdom upon us mere "blind mice plonkers" and enlighten us to the new direction the company has taken and what effect this has had todate. Are you trying to imply that LGEN is now somehow a growth stock? If not what are you implying?

Unfortunetly for you I don't need your clues, we are all aware of the dividend policy changes to provide funding for share buy backs. Has it had any real effect?

FYI inflation where I live is 1.3%, however are you implying that UK listed companies should increase dividends equal to or above the UK inflation level?

Although I do feel honoured that my fanatical opinion brings great enjoyment and amusement for you, you must try and broaden your horizons.

Robleo,

Your point is valid but at the end of the day buying stock comes down to what you want out of it. Do you want growth? Dividend? Or a bit of both? Once you decide you do your research and select the stocks you think will acheive your objectives. The historical data shows that LGEN has never been a growth stock because that is not how its business model works. It lauched it's IPO almost 50 years ago at £1 and now it's around £2.40ish (an average growth of < 3p per year). But every year since the IPO its dividend has not only been paid but also has increased YoY. So this is an income stock whose investors are not too concerned with +/- 15% share price movement, in fact they treat the drop as an opportunity to buy more. The mind boggles why an investor who actually researched LGEN would then invest expecting growth and then have the audacity to complain when it doesn't happen.

Tmnky,

Sorry....what has indexed linked annuities got to do with the LGEN share price movement? The point in question is those who whilst getting a healthy dividend are at the same time complaining that the share price is not continually shooting northwards. (i.e. wanting the pie and to eat it)

@DavidBrent

I'm not talking about comments that are observations I'm refering to the moaners who are ridiculing this stock because it isn't performing to their expectations. Also if you are under the disillusion that a stock should keep going continually northwards you need to reassess your investing strategy and not invest in what is well known to be an income stock.

Fogthemogg (whatever that means)

Evidence in the posts here suggest many have objectives to own the pie and also eat it, this share will never satisfy those circumstances. There are 3 key dividend stocks in the insurance sector of the FTSE100; LGEN, MNG & PHNX non of which are recognised as growth stocks but income stocks.

If a stock you own isn't performing to your satisfaction then sell it and invest in something else. What's the point in complaining on here it won't change anything.

Eckie8

If not happy sell it, moaning about it will not change anything.

It appears there are several posters on here who are either very naive or just too lazy to do any research before investing. LGEN has never been a growth stock history tells you that, it's always been a solid income stock or a traders stock. The mind boggles as to why you would invest in an income stock and then complain when the share price doesn't keep going up and up. If your not happy sell your shares and invest in a different stock but don't keep bloody moaning because it's not doing what you want because the only sympathy you'll get is from others who also didn't do due dilligence before investing.

Need to wait and see on that one.