Eco Animal Health Group Live Discussion

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Roger_Baron 20 May 2019

ECO Animal Healthcare Group PLC A global presence Think you must be looking at a different company to me. I suspect figures will be again higher this year but DYOR. Will be very surprised if divs don’t increase yet again.

tejo 23 Apr 2019

ECO Animal Healthcare Group PLC A global presence ECO seems to have lost its momentum over the past year. Despite all the new regulatory approvals, profits have gone nowhere really and now that the founder, Mr Lawrence is retiring, I wonder if growth is going as well?

Roger Baron 06 Dec 2017

Re: AGM Would be mad to short these. I won't be surprised if they start a share buy back, but I would have preferred a bigger rise in figs instead.

woodscrew 06 Dec 2017

Re: AGM So why, on so much good news, the big drop to £5.62? Is there a bit of shorting going on?There does not look like there is a need to sell to me.

tejo 06 Dec 2017

Six months results These are very good results, somewhat disguised by the modest pre tax increase over last year, but this is because there was a one off positive finance gain. The underlying trading is good and all set to continue imho

donna blitzen 20 Sep 2017

Re: AGM Thanks for that report, JIGSAW47. Were the board specifically asked about the extension of aivlosin to other animals and was there any indication given of how likely this is, which species and when? If this were to come into play, it could give a sinifcant lift to the sp.

tejo 19 Sep 2017

agm Thanks very much JIGSAW47 for that report. Still interested to know where the product is made and distributed. The Chairman, Peter Lawrence, is also the Chairman of Anpario, similar set up, and they produced very good results to-day

JIGSAW47 19 Sep 2017

AGM A good AGM with the Board demonstrating professionalism and strong commercial grasp of their market and although unable to update trading and profit forecasts, appeared confident for the future. The flagship product Aivlosin is still gaining further regulatory approvals and although the emphasis is still on pigs and chicken could also be used for a range of other animals. High levels of stock to cater for ongoing expansion of sales with stocks having a lengthy shelf-life. Brokers increased target price from 650p to 725p on 1st July.

JIGSAW47 08 Sep 2017

Re: Aivlosin production. I believe there are two production plants that are outsourced with a build up of substantial stocks to meet current and anticipated expanding demand. (six months of Aivlosin stockpiled). "There are currently over 600 drug registrations around the world for its pharmaceutical products, which are principally, but not exclusively, for the various conditions in pigs and poultry. The company uses advanced science in order to offer a wide and effective range of specialist treatments underpinned by strong customer service" 2016 Annual Report. Since then additional important authorisations have been obtained, especially in the USA.The Company is debt free with net cash of £18.5m at last report and in December 2016 the Company's brokers said they believed that "ECO is in a strong position to drive stellar growth". Hopefully, an update will be given by the Company at the AGM and Peel Hunt (Broker) will issue an updated marketing note soon thereafter.

donna blitzen 07 Sep 2017

Aivlosin production. I believe production is in China but don't know if this the only source of supply - bit worrying if it is.As you are planning to be at the AGM, JIGSAW, it would be really helpful if you could try and clarify this for us. Any other interesting information which you are able to glean would be very welcome if you feel able to share it, especially re the possibility (or probability?) of authorisation for aivlosin being extended to other species - which and when? If this does occur in due course it would give a huge boost to the company's prospects.Thank you in advance.

tejo 06 Sep 2017

no subject If you were able to post a short note on what is said at the AGM, JIGSAW47, that would be of much interest. I am not able to be there but would very much like to know where the products are manufactured and distributed. I have also built up a larger than usual(for me) holding, and like you, am very content with the situation.

JIGSAW47 31 Aug 2017

The Chairman still retains a very substantial shareholding and recent sales have had little impact on the price suggesting that major institutions still have an appetite for more shares. I have a large shareholding (for me) and remain confident that steady growth will continue and the price is up from £5 since the start of the year so an occasional consolidation is to be expected especially when trading volumes are very low as has been the case recently. The AGM is on Friday 19th September that I will attend and hope we will receive an encouraging update at that time.However, follow your own instinct as with any investment.

tejo 31 Aug 2017

Sales by directors The Directors have been selling, especially the Chairman, which may account for the falls in the SP Hope no other reason?

tejo 24 Jul 2017

new regulatory approval Good news indeed but does anyone know where the product is produced and how the marketing joint venture with the Chinese owned USW subsidiary works out for Echo?

donna blitzen 24 Jul 2017

New regulatory approval. This time the important and long awaited approval for Aivlosin to combat swine respiratory disease in the USA. Excellent! News! Should result in significantly increased sales and market share in this major market.

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