Member Info for winnings1

Director Butterfield sold most of his option shares (see RNS today), does he want to be ahead of any negative news?

Corbyn needs to take a trip to Bangladesh and visit BXP, he will then see there is not a cat's chance in hell to compete on home ground producing generic medicines with a British labour force on a 32 hour week costing £20+ per hour per labour unit.

H1 Results are good, but not a word about the price-fixing investigation.

Trump's 'America First' is an area of concern - not to be ignored, IMHO.

At current 36.5p the shares are grossly undervalued, IMO.
Looks to me an excellent on for long term hold.

Rivaldo, that nice little feature in The Times may well stimulate investor interest, the share price is surprisingly low and deserves to rise substantially.

What gets me is the emphasis on capacity expansion whilst sales are no increasing but show a downward trend.

I do not like the long delay in an outcome/conclusion re the price fixing investigation.
Indeed there being no mention at all of progress on that score in the Trading Update makes me
feel somewhat uncomfortable. If APH were absolutely clean in all respects, then APH
should by now have been formally removed from the investigation, IMHO.

Today's Trading Update is very robust and outlook appears extremely positive. This may well boost the
share price significantly.

The Contract Manufacturing side of the business performed very well in the year ended 29 June 2019,
whereas the Own Brand side of the business saw sales going down. The 'down-part' of the business is being
retained whereas the 'up-part' of the business is being sold. Also two crucial directors are departing.
Does that bode so well for the future that the share -price deserves to rise by nearly 25%?

What we are seeing just now is what I call Momentum Selling, i.e. small investors selling because others are
selling. Once this has stopped, and I expect that to be any more now, then we may see Momentum Buying,
driving the share price up to sensible levels. Current price (35p)is a joke - the fall mainly due to misunderstanding
that these are the same shares as traded in Dhaka at more than twice the price than here.

Today's Trading Update points to performance in H1 being somewhat below (high) expectations, but management expects H2 to fully make up for that, with earnings for the full year to turn out in line with expectations. Forecasts for this year are EPS 13.1p against 11.4 for 2018, with dividend at 6.8p (2018 6.3p (Source Edison)). Seems to me that the today's fall in the share price is truly overdone.

Dhaka 78.5p, here 36.5p. Same Company, same Company's shares. Amazing.
Tempted to buy some more!

Can anyone shine some light on why the share price has gone down as low as today's 36.5p (middle price)?
Is there something sinister in the background I am not aware of? To my eye, the Company is an excellent modern outfit, making fine medicines, expanding sales on the world market, growing profits year to year at a nice rate. And paying useful dividends! I have increased my holding.

PE: 2.7
7.5% Yield

Despite APH's very assuring statement on the price fixing investigation, I now somehow fear there might just be something ominous for coming out of the investigation which could have an adverse affect on APH's reputation.
Why should APH out-licence a niche medicine, the very thing (direct sales of niche-medicines) APH's specializes in?
If nothing at all was wrong, then the investigation into APH's connection would be over and done with in a few days,
not weeks or months. Sorry, if I sound negative, I am suspicious by nature, but at times it has served me well. I do hope I am wrong here.

I am glad I sold my shares a long time ago, I see/feel a serious element of despondency in today's statement/s.

I have three comments to make on the share price (39p), as follows:
Cheap, Cheap, Cheap, and in that following order.
Cheers.

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.
.

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?