Alliance Pharma plc Equity Research & Stock Reports

Equity Research, Broker Reports, and media content on Alliance Pharma plc

Access the latest forecasts, broker valuations, multiples, and video content from the city about Alliance Pharma plc
See live updates from analysts, company announcements, and other news in a personalised/single dashboard

12 Jan 24

Hardman & Co Healthcare Index: 2023 – Capital demands dent performance

The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (

Companies: TXG NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR ETX TRX HVO CTEC AVO OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW

Hardman & Co

11 Nov 22

Alliance Pharma (APH) - Vox Markets Fund Manager Series - Abby Glennie of abrdn

22 Sep 20

Interims – guidance reiterated. We reintroduce forecast & move to Buy

Alliance Pharma’s H1 interims are relatively robust, with trading conforming to recent commentary. Whilst there has been an impact in some areas of the business in H1 (Prescription Medicine) as expected per the trading update in July, the rest of the business particularly Kelo-cote, has proved very resilient and highlights the defensive nature of the business, and underlying adj. PBT (excl. amortisation and impairment charges) was solid in H1 2020 at £16.3m (+7% YoY). We anticipate some push and

Companies: Alliance Pharma plc

Singer Capital Markets

22 Jan 20

Small Cap Feast

Intention to float by Gemfields Group. No Capital Raise. Currently listed on JSE. (GML:JNB) at circa £122m. The Group's key producing assets, the Kagem emerald mine in Zambia (believed to be the world's single largest producing emerald mine) and the Montepuez ruby mine in Mozambique (one of the most significant recently discovered ruby deposits in the world), are both expected to have long mine-lives with potential for expansion. Also owns the Faberge brand. Due Valentines Day 2020.

Companies: APH DEMG ORR TMG TRX PEBB CRCL VANL PPH

Hybridan

04 Oct 19

Alliance Pharma delivers 'solid' first-half performance with strong cashflow

11 Jan 19

THE MONTHLY January 2019

The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. 2018 was a difficult year; however, the index still outperformed its comparative London indices, falling 10.0% to 393.2, compared with -13.0% and - 18.2% for the Allshare index and the AIM index, respectively. Furthermore, several (17) companies in our index increased their capital base – 15 of our 50 constituents raised new funds

Companies: SCE ARBB SIXH TON APH MUR AGY CLIG GDR DPP TRX TIME AVO DNL OXB PCA KOOV HAYD VAL NSF REDX GTLY PHP AVCT MCL VTA BUR

Hardman & Co

09 Nov 18

International brands driving performance

Alliance Pharma (APH) is a profitable, cash-generative, specialty pharma business. The proportion of sales generated from higher margin international star brands is rising rapidly, and will be boosted by the recent acquisition of Nizoral in APAC, and UK approval and launch of Xonvea for nausea and vomiting in pregnancy, where conservative management has failed. Investment behind these brands together with compliance with new regulatory directives will limit short term growth but positions the co

Companies: Alliance Pharma plc

Hardman & Co

06 Nov 18

THE MONTHLY November 2018

In addition to Hardman’s monthly analysis of client stocks, the thorny issue of market disruption – a popular theme currently - is also addressed. In a wide-ranging article, Hardman’s utilities analyst, Nigel Hawkins, assesses the impact that market disruption has already made. In some sectors, notably telecoms and aviation, market disruption has been apparent for many years, as the rise of Vodafone, Ryanair and easyJet demonstrates. However, in some sectors, such as oil and housebuilding, struc

Companies: BNO CMH RE/ SCE ARBB SIXH TON APH MUR AGY CLIG GDR DPP TIME AVO CSH DNL OXB KOOV HAYD VAL NSF REDX GTLY W7L PHP AVCT MCL VTA BUR DISH

Hardman & Co

02 Oct 18

Small Cap Feast

PetroTal (TAL.TO) - The exploration and production company focused on oil assets in Peru is seeking a secondary AIM quoting before the end of 2018. Path Investments— First acquisition of a 50 per cent. participating interest in the producing Alfeld-Elze II gas field located 22 kilometres south of Hannover in Germany. Seeking £10m raise. Due early Oct Green Man Gaming—pure play e-commerce and technology company in the digital video games industry. revenue CAGR growth of 26.7% in the last three

Companies: ALTUF PEN APH ITX PCA IHC SRE WBI ATM 4PD1

Hybridan

03 Sep 18

The Monthly September 2018

September’s Hardman Monthly features an article from guest contributor, Tim Ward. Tim is the Chief Executive of the Quoted Companies Alliance (QCA), an organisation that champions the interests of small to mid-size quoted companies.

Companies: BNO CMH RE/ SCE ARBB SIXH TON APH MUR AGY INL GDR TRX SCLP TIME AVO DNL OXB KOOV VAL NSF REDX EVG W7L PHP AVCT MCL

Hardman & Co

03 Aug 18

The Monthly

Hardman & Co’s analysts have direct experience of uncovering accounting frauds. In this article, Steve Clapham outlines why we might see a surge in them over the next few years. He is engaged by institutions to teach their fund managers and analysts how to identify risks brought about by such frauds. Hardman & Co is pleased to offer this service to private investors.

Companies: CMH RE/ SCE ARBB SIXH TON APH MUR AGY CLIG INL GDR TRX SCLP TIME AVO DNL OXB KOOV VAL NSF REDX EVG W7L PHP AVCT MCL BUR

Hardman & Co

01 Aug 18

2018: a year of international progress

Alliance Pharma (APH) is continuing with its buy-and-build strategy, having evolved through 35 acquisitions over a period of 20 years into a profitable, cashgenerative, specialty pharma business. The company has a mix of international growth brands – Kelo-cote, MacuShield, Vamousse – and a bedrock of solid, local, low-growth products. A fourth international growth brand in the portfolio, Nizoral, was acquired from J&J on 21 June 2018 in the APAC region. The cash consideration of £60m was funded

Companies: Alliance Pharma plc

Hardman & Co

06 Jul 18

Small Cap Breakfast

Ovoca Gold (to be renamed Ovoca Bio PLC) - RTO of IVIX, a Russian company developing a drug candidate for the treatment of female sexual dysfunctions. No monies to be raised, market cap of £8.5m, due 30 July Nucleus Financial—independent wrap platform provider . FYDec17 revs £40.36m and PBT of £5.1m. Offer TBA. Due late July. Kropz PLC-Intention to float by the emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa and exploration assets in West Africa

Companies: OCI IPX APH VAST HUR BBSN EQLS FAN BCA 0KTW

Hybridan