Cantseethewoodsforthetrees
14 Mar 2018
PEG Factor Any fans of this performance measure?If so, can someone explain how (when a supposedly fully-valued share =1), AMS's is showing up as 4.33?
winningstreak
14 Mar 2018
Re: Preliminary Results Prelims out today, and nothing short of excellent!ws
gamesinvestor
14 Mar 2018
Results Looks pretty good to me -- 47% growth in the USA :-Business Highlights:· Strong revenue growth, up 16% to £96.9 million and by 12% at constant currencyo Branded revenues up 22% to £55.2 million (2016: £45.4 million) and by 16% at constant currencyo OEM revenues up 10% to £41.7 million (2016: £37.8 million) and by 8% at constant currency· Continued strong performance from LiquiBand® topical tissue adhesives, sales up 35% to £26.0 million (2016: £19.3 million) and by 30% at constant currencyo US revenues up 47% to £18.2 million (2016: £12.4 million) and by 40% at constant currencyo As at 31 December 2017, market share by volume5 increased to 26% (June 2017: 24%)· RESORBA® branded products up 15% to £20.8 milllion (2016: £18.1 million) and by 6% at constant currency· Antimicrobial dressings up 11% to £19.4 million (2016: £17.5 million) and by 9% at constant currency· Out-licensing deal signed with Organogenesis for a collagen-based wound dressing containing Polyhexamethylene Biguanide (“PHMB”
Outlook2017 has seen another good performance by the Group. With our increasing portfolio of products, high quality business partners, the opportunities we see from our R&D pipeline and our strong financial position, the Board remains optimistic about our future prospects and the potential for further growth. The Group continues to trade in line with Board expectations.Games
pete44
12 Mar 2018
Preliminary Results to be announced this Wednesday 14th. March, hoping this will be as good as usual and a steady rise in the SP
winningstreak
23 Jan 2018
Re: Trading update Yes that was a nice opportunity, did not last long.Off-topic / for another opportunity perhaps a lookat LPA just now may do no harm, good figures there today. But as always DYORwsp.s. I hold AMS long term, very long term /one of the best companies in the market.
Why nicknames
15 Jan 2018
Re: Trading update Buying opportunity?
Cantseethewoodsforthetrees
15 Jan 2018
Re: Trading update Surprised to see the sp dip below 300p.
BigBobby20
14 Dec 2017
Trading update In today's pre-close trading update, Chris Meredith, CEO, talks of strong organic growth and FY results to be published in March that will meet market expectations. "The company is well positioned", he confirmed, "to continue on its growth trajectory." Inevitably, some profit taking today ("Buy on the rumour, sell on the fact" but very likely that the upward trend will continue, perhaps given some impetus by a Santa rally and by end of year predictions about SP highs in 2018 (£4.00? £4.50?). Any take out bid would, in my view, have to be somewhere within touching distance of £5.00. A happy Christmas to all fellow travellers and a healthy and prosperous New Year.BB20
winningstreak
20 Nov 2017
Re: An all time high. Freedom - Thanks for all your advice. I have been involved in the market probable longer than you are old. I can take a loss I can take a gain. What I cannot take is patronizing preaching by punterswho are in it for a quick buck. Over and out.wsp.s. Your chance of getting in on the cheap here is evaporating fast.
freedom-thirty5
18 Nov 2017
Re: An all time high. WS, this will be my ONLY reply regarding IQE here, because this isn’t really the place..* you seem to have misunderstood the company, sold out early and taken it badly. Just get over it and move on. Life’s too short.* as I have explained many times, shares in growth companies are priced according to future expectations. The current PE is of limited relevance when the market expectations are for transformational growth in the short/medium term (also true for negative outlooks too)* as I have explained many times, all mature discussion is welcome, positive or negative, however you have made a hobby out of ignoring everything and just talking IQE down. You only make yourself look bad with behaviour like that, not the company you’re denigrating.* as I have explained many times, The issue isn’t the quality or size of the products IQE can supply. It is that IQE and it’s competitors will be unable to meet the coming demand for the VCSEL wafers, but IQE is best placed. More importantly IQE is the only credible source for volume supply of many other compound semiconductor wafers products, for which there is significant evidence of massive coming demand.See Dave Sweeney’s most recent posts on the IQE discussion board if you care to actually know about IQE.Beyond that, I will promise never to utter another word about IQE or past disagreements on this B.B. if you make the same promise.
winningstreak
18 Nov 2017
Re: An all time high. Freedom35 - The opportunity you seek may yet arise. Good luck.My de-ramping at IQE was/is to expose possible negatives, therisk of getting carried away is seriously present there, althoughit has to be said that the future does look bright there - but is the current PE-ration of nearly 60 justified.....time will tell.Cheers,ws.
freedom-thirty5
17 Nov 2017
Re: An all time high. I was worried you were going to start deramping this share after seeing my name here ;pYes 300 could happen, but I'd hope not because higher lows are always more bullish. As I say, I am eyeing 305 to 310 as the next purchase opportunity, which being watchful for an early resumption of the uptrend.
winningstreak
17 Nov 2017
Re: An all time high. Freedom35 - Hi, nice to see you here! You are looking at sheer quality, nobetter quality than AMS. The share price tends to retrace after a steep rise, but malways comes back up to generally rise above the last peak, Might see the retrace go a little further, perhaps even to near 300p Does not worryme, I have been in AMS since the share price was in the teens.IMHO,wsp.s. My regards to Monty and Sweeney when you speak to them next.
freedom-thirty5
17 Nov 2017
Re: An all time high. I am expecting support to emerge in the 305 to 310 range.Take a look at the 12-month daily chart (below). There's really nothing to see here, beyond the normal sentiment ebb/flow.The last 2 months price action was NOT a case of the fundamentals indicating values of 320, 290, 310, 300, 350 and then 315 in that order. That's just the comings and goings of traders.An uptrend, by implication, indicates a general belief in a fundamentals-based value somewhere upwards of the prevailing price.
Cantseethewoodsforthetrees
16 Nov 2017
Re: An all time high. No support at 320 apparently.Sp Quietly going down the toilet.Ssshhhh.....
