BigBobby20
11 Sep 2017
Interim results AMS will publish interim results on Wednesday 13th September. BB20
dazurtrader
05 Sep 2017
Re: Drifting? I don't think so! You don't appear to have addressed my key point that AMS is not 'drifting'.As to the T Stop - we'll see, should the occasion arise.
gamesinvestor
04 Sep 2017
Re: Drifting? I don't think so! "I have a Trailing Stop of 20% on this holding, which will save me from any big crash, but not be triggered by temporary ups and down."In a tight liquidity situation the stop loss will not be effective as the market makers will not execute it.Games
dazurtrader
04 Sep 2017
Drifting? I don't think so! I hold AMS and am very happy with the 53% rise in SP YTD. It is also at its life time high. Like every share the SP has spurts of growth and then a 'breather' but even the 'breathers' of AMS are very short lived.I have a Trailing Stop of 20% on this holding, which will save me from any big crash, but not be triggered by temporary ups and down.No sign of drifting in my view of the charts - if this is drifting then 'bring it on'!
winningstreak
04 Sep 2017
Re: Drifting... The share price did not drift down, but instead went quite frothy towards the end of last week. If I were on the cusp of selling some, I would have chosen Friday's high price of 325p to do so.But once again, it is never wise to advise on sell or buy, it canso often turn out to be the wrong advise - and then the advisergets the blame; but should the advise turn out to be timely and correct, then the advised person takes the honor (tells himself/herself that he/she himself/herself was clever) quickly forgettingwhere the advise came from.Cheers,ws
winningstreak
30 Aug 2017
Re: Drifting... One thing one should never do is provide advise as to when to buy or sell a share, except when an extreme circumstance staresone in the face. No extreme circumstance here at AMS, but havingsaid that the share price does look a little high, perhaps high enough for bagging some profit on say part of your holding? IMHO.Cheers,ws
winningstreak
24 Aug 2017
Drifting... Although still riding high, AMS's share price appears to be drifting backwards.In my view, it is possible that we may see a gradual/slow fall to region 280p-290pbefore Results come out on 13 September. Results will need to be good to warrant share price above 300p. AMS tends to not disappoint.IMHO,ws
winningstreak
30 Jul 2017
Re: Brexit effect? I would not worry too much about Brexirt, there simply ain't going to be an exit as is hoped or feared. In my view, we are going to see a Brexit without an Exit. We'll just lose our seat at the Brussels table, the rest will remain much the same.IMO,ws
gamesinvestor
30 Jul 2017
Re: Brexit effect? "Given that the EU's approach to negotiations is to threaten the British government with regulatory chaos if it doesn't agree to pay over large amounts of money, I think the base assumption has to be that AMS - and other companies in highly regulated markets like medical supplies - could face significant problems in the immediate aftermath. Does anyone know better?"Sunday I don't know for sure but working on some simple logic, it's difficult to see how the EU could offer a real threat in this case :- Here are a couple of observations1. 80% of the world is not in the EU yet the EU imports vast amounts of product in all categories and industries. Why has everyone got an iPhone or a Samsung phone for example?2. AMS must already comply, given that it is shipping to the EU today.3. The EU has to export to the UK, and collectively that sales volume is higher than the UK's export to the EU. Setting tariffs and regulatory difficulties could be reciprocated to their greater detriment. It may happen under a mini trade war but the vast market outside the EU is far more valuable to the UK over the next 100 years or so.Sadly the EU is a sickening protectionist and elitist organisation that is proving very difficult to disband and the UK is foolish to attempt to negotiate with the individuals that are appointed as they have no business timeline and want to crush the nation states to support the political ideal despite the EU's share of world trade declining every year.The EU is terrified of the UK's potentail after we leave, assuming we have some politicians that have the good sense and guts to properly just leave.AMS should do fine either way.Games
soundos
28 Jul 2017
Re: Brexit effect? A really interesting point about BS standards and their possible lack of equivalence post-brexit. Hopefully, AMS management are onto that already and are preparing to ensure their products get EU accreditations if necessary.
SundayTrader
25 Jul 2017
Re: Brexit effect? I don't agree that this is excessively over-valued. p/e is not the only relevant value measure, but on the face of it a forward p/e of around 30 is reasonable for a company with solid revenue and earnings growth record of 10% plus, no debt, and about 10% of the market cap in cash. I struggle to find investments I am comfortable with at a substantially lower valuation, but welcome suggestions.Mind you, having said that, I have recently sold down half my holding - of about 10 years standing - because it was just getting too big relative to the rest of my portfolio. I expect I will be kicking myself on that one in a few years, but so be it.I don't see why the price should be being pushed up on Brexit concerns. AMS is quite a substantial exporter from the UK to the continent - like many British firms with big export revenues, they are selling into niche markets with quite high gross margins - I just don't see why tariffs would be much of an issue for them - assuming that the EU does charge tariffs on medical supplies, about which I have no knowledge. But I am concerned about type approvals - as I understand it, under current EU rules sales of AMS products made in the UK are covered by compliance with the relevant BS standards. Britain's separation from the EU (what a stupid word Brexit!) would mean that these standards no longer had any force in the rest of the EU. If there is no agreement on these matters, would AMS be able to continue selling its BS-compliant products in the rest of the EU without seeking a fresh set of approvals (regardless of whether they were made in Britain or Germany)? Given that the EU's approach to negotiations is to threaten the British government with regulatory chaos if it doesn't agree to pay over large amounts of money, I think the base assumption has to be that AMS - and other companies in highly regulated markets like medical supplies - could face significant problems in the immediate aftermath. Does anyone know better?
JoeClark
20 Jul 2017
Spiralling down, is there another medical solution without sectioning ? Hello, Just wanted to post my recent experiences, I will not be too graphic, being a public site, I have looked at other forums and they all seem too energetic and also checked out medical solution video that I have been researching on but couldn't find much. Enough history, the point to my post is that the doctors seem to be very threatening in sectioning, medication - a few months in and I am spiralling down, no complaints from me, just I don't know what to do anymore, Samaritans a great at listening, I know I can no longer tell the doctors the truth any more, who I have to be in contact with daily (their community health team, as I am not with crisis team anymore)' but the doctor weekly..they will put me in hospital again..so who can you speak to that will do more than listen, but not section you ? I don't know any more, feeling like a burden, and can't explain where the guilt has come from. Please help me out. Any help will be appreciated. Thank you.
BigBobby20
18 Jul 2017
Re: Brexit effect? Hi Sharecrazy.From my reading of the chart the uptrend is still intact, though we can see the SP is hovering around the 26 day moving average and may drop below that line. An SP of 277p or lower would signal a (temporary?) break with the uptrend but, even then, this might turn out to be be just a blip and stronger indications of a significant change in trend would be required. A drop as far as 247p (on today's reading of the trend lines) would take us below the 200 day moving average. Topping up would then look very appealing. A drop below 240p would be a surprising break with the SP trajectory of the last few years. Weighing up the positives outlined by Soundos (plus a few others that spring easily to mind), I believe this company is not about to be blown badly off course. BB20
IAmShareCrazy
17 Jul 2017
Re: Brexit effect? I agree with the assessment given below, the chart recently broke the uptrend line and 240 would seem a fair spot to rebuy or 228. I am shorting this.
soundos
17 Jul 2017
Brexit effect? I love AMS, it has served me well over the years but it's current SP is (IMHO) excessive and like many others, I've been wondering why, given that there's nothing within the company to suggest any greater than expected performance.All of this thinking has led me to wonder about the Brexit effect. Are investors choosing AMS because it looks well insulated from any form of Brexit due to not only its sales across the continent and the US but also its geographically diversified manufacturing facilities. If Sterling continues to slide, AMS can just move more production to the EU and benefit from the lower cost of materials.Does this theory hold any water?
