JIGSAW47
04 Jul 2016
Re: Cashing out I am sure there is no lack of confidence and executives may need funds for other reasons and may not want too many eggs in one basket bearing in mind they have share options, salaries and pensions. I suggest they are helping meet strong institutional interest and the strong trading statement from the Chairman with a very substantial stake should be borne in mind. HE is a former AIM engtrepreneur of the year and still fully deserves that accolade.
tejo
04 Jul 2016
Cashing out Finance Director and Executive Director selling their shares. Clearly not expecting more good news??? Usually a signal to follow suit but there may be other reasons?
Roger Baron
01 Jul 2016
Re: Results Yes, excellent results but why do they again declare a second interim div and not call it a final div!That said, more than happy with these figures and expect further upside in the future.Sizeable buys today and I expect there will be RNSs soon of both an institution increasing its holding and also a reduction (earlier investor reducing overweight position/taking profit).
donna blitzen
01 Jul 2016
Results Excellent results released this morning with strong indications of further progress this year, also aided by a weaker pound.Peel Hunt have raised their price target to 450p.
JIGSAW47
08 Jun 2016
Suthorisations Clearly this should drive sales and profit to a higher level but clearly difficult to quantify to an outsider. However, what is clear is the enormous value of these marketing approvals that take around 10 years to obtain and cannot be easily replicated without significant cost and patience.Hence their value is very substantial and the depreciation unwarranted and distorts true earnings and PER and their value to a third party possibly well in excess of the current market capitalisation. I have been a long term holder and anticipate steady growth in the share value over the next few years.
tejo
08 Jun 2016
profit from approvals The regulatory approvals are clearly very good news and the sp has reacted accordingly. My difficulty is gauging how these will be translated into profits and when. I know that the market is huge but I do not know to what extent these are "must have products" or simply desirable if affordable. Does anyone have any back of the envelope or better calculations of what all this will mean to the bottom line and when??
donna blitzen
25 May 2016
Re: antibiotics in the press My understanding is that general concerns over antibiotic use, whist perfectly valid, are likely to be advantageous to EAH since Aivlosin, whilst being an antibiotic, is effective at low dose levels, is fast acting and is quickly eliminated. Thus it is increasingly likely that if there is a decrease in overall antibiotic usage, Aivlosin will, more and more, become the one of choice. Just possibly this will help the company on it's way to becoming, in it's own words, "a truly major force in worldwide animal health".
evenlongershot
24 May 2016
Re: Helpful thank you. Yes I think maybe it will be one of those things like climate change we all know action is needed but the market operates with a different agenda. With demand for meat increasing throughout the world it's hard to see how antibiotic usage can decrease, unless there is some pandemic superbug that forces a radical and immediate rethink. Thanks again for your input
JIGSAW47
24 May 2016
A recent brokers report said " although press reports regularly suggest that antibiotic usage is reducing, the reality is that the global market is growing at 2-4% .....We expect Aivlosin to significantly outperform the market as it is fast acting and has rapid withdrawal, which means that it should be a beneficiary of the increasingly tough regulatory environment". "We expect Aivlosin to exceed our forecast of 18% growth in the current year..."
evenlongershot
24 May 2016
antibiotics in the press Did anyone see last night's Horizon programme and the recent report in the press about drug resistance, superbugs and the like? In my previous post I mentioned I'd sold out but since the share price has risen since had thought about getting back in. However, after last night's programme I'm now not so sure. The programme seemed to suggest that the use of antibiotics in animals needs to be radically reduced. Whether it will or not is another matter as the pricing pressure on farmers isn't going away anytime soon, but with EAH a bit of a one trick Avlosin pony it got me wondering if there is too much risk of potential resistance to it, and reduction in use. Is there someone out there with more knowledge that me that would care to add an opinion?
Roger Baron
22 Apr 2016
Re: US & EU news Never a bad idea to take a healthy profit.Especially if you have concerns about the market as a whole and can't afford to wait a few years for a recovery.
evenlongershot
22 Apr 2016
Re: US & EU news Exactly - the price having doubled means I'm just nervous how much the sales have to increase to justify that high share price and also nervous about being in equities generally at the moment. There's always doom and gloom around but I want to hold a bit more in cash at the moment. Knowing me I'll have sold out of the wrong share and you'll be onto a winner by holding on!
Roger Baron
22 Apr 2016
Re: US & EU news What makes you think sales figures are not increasing? They have been for some time and the last share placement was made to raise funds to cope with the orders! That to me was a signal to invest considerably more and price has now doubled since then.The last two announcements can only result in even higher levels of sales.I have actually sold a few today but this remains my largest investment and I expect it to be worth considerably more in the coming years. DYO
evenlongershot
22 Apr 2016
Re: US & EU news I didn't know about the investment house stake, but actually have decided to sell out now. I've had a good run with this share and although like many of my sells I definitely won't time it at the top, for now I'm going to try be happy with a decent profit and holding cash in case the markets have another jitter in the next few months. No doubt it will now surge!
JIGSAW47
22 Apr 2016
Re: US & EU news Yesterday, I understand, a large shareholding purchased by an investment house that suggests a vote of confidence in the future of the Company enhanced by today's further regulatory approval. I think this Company is a strong hold.
