Roger Baron
30 Jun 2017
Re: Excellent results Excellent indeed, but would have liked to have seen a bit more of cash pile paid as dividend. (Again, 2nd div rather than final - just silly)
tejo
30 Jun 2017
Excellent results Stunning results but, of course, these had been anticipated in the latest update. Hope they can find some new "star" drugs Nothing not to like imho.
Roger Baron
15 May 2017
Re: Trading statement today. I have had very high expectations for a few years now. Not been disappointed so far!
donna blitzen
15 May 2017
Trading statement today. "The Group is likely to exceed the market expectations for revenue and significantly exceed the market expectations for pre-tax profit for the year ended 31 March 2017."Expectations were already pretty high after the H1 figures were so encouraging, so they're clearly doing very well indeed!
Roger Baron
06 Dec 2016
Re: New Regulatory Approval for Aivlosin. Big rise in turnover plus weakness in Sterling will improve the numbers too.Despite having taken plenty of profit this remains my largest holding.
donna blitzen
05 Dec 2016
Re: New approval If profits grow at 25% p.a., (and they've been doing better than that and could very well continue to do better), then it'll only take a couple of years. Better than banks and building societies by some margin!Let's see what is said as commentary to the interims later this week, or next.
tejo
05 Dec 2016
New approval Yes, I quite agree. It will take time to market and sell the product and for the profits to show through, but I would think that, if it is the the success we all hope for, the sp could be at least 50% higher than it is to-day.
donna blitzen
05 Dec 2016
New Regulatory Approval for Aivlosin. This time in Brazil, another big market. This will enable yet more sales for Aivlosin and add to what is already likely to be a big rise in turnover in the next financial year.
tejo
19 Oct 2016
approval of great significance The regulatory approval for Aivlosinby the Thai authorities,is, in my view, of great sigtnificance because it should open up the whole Asian market. This is because Thailand is a top poultry producer and their approval will very likely lead to approval in most, if not all, Asian countries. Clearly it will be some time before this manifests itself through into the profit and loss account, but for any one with a three to five year time horizon, this should be a very worthwhile investment and I am adding a few more.
JIGSAW47
19 Sep 2016
PE is the wrong measure to judge as it includes amortisation of the costs of regulatory approvals that are in reality a growing and substantial asset and increasingly so as sales accelerate. Brokers have today reiterated a buy recommendation with a target price up from 450p t0 550p but "continue to see significantly higher value as the business grows and given its strategic value."
Lorinnae
19 Sep 2016
EAH jump No surprise to me - I've held these some time, waiting for news to break. Just consider how many people world wide are made ill from eating chicken - salmonella. These chicken are thoroughly over anti-biotic-ed - this goes into us, and eventually we become immune to the antibiotics = no more operations! Take that along with EAH plans = surely EAH will go well?Lorinnae
tejo
19 Sep 2016
Share price Very surprised to see such a large jump in the sp, especially since there was fairly substantial director sales in July. I was clearly wrong in thinking there was adverse news on the way when quite the opposite is the case. The p/e is sky high and there yield very low, but it looks as if the regulatory approvals have cleared the way for sustained growth.. Still puzzled by the directors' selling but they still have very substantial interests and of course, yachts have to be paid for. Broker forecast achieved in days and interesting to see if this is revised, unless they were aware of the impending news about the sales growth. Lovely company but very hard to take a realistic view of potential market and potential competition
donna blitzen
16 Aug 2016
Target Price Singers target of 498p is encouraging but I do find this rather spurious accuracy a bit daft. - as. Is forecasting eps to two places of decimals, which is not uncommon. Why not a target of 500p?
JIGSAW47
16 Aug 2016
SInger Capital Markets have initiated cover with a target price of 498p within 12 months with upside potential and a buy recommendation.
JIGSAW47
16 Aug 2016
SInger Capital Markets have initiated cover with a target price of 498p within 12 months with upside potential and a buy recommendation.
