Market's view on Anpario
Published on April 2024
- The results included lower earnings, revenue, and cash but also signs of recovery, which seem unreflected in the current share price.
- The company is experiencing a new demand upswing, favoured by global investment figures for its international reach.
- Positive commentary mentioned for Anpario, supported by influential investors and financial analysts, who underline its potential in the animal health sector.
- The AIM Prospector released a positive report on Anpario, available for free download.
- Discussions about the need for the UK to ban prophylactic antibiotic treatments in farm animals, aligning with EU standards.
- Lord Lee positively discussed Anpario in his Investors Chronicle interview, noting its significance in the market.
- Large trades indicated potential market movement, hinting at a robust future for the stock.
- A non-executive director of the company purchased 4,000 shares, showing confidence in the company’s prospects.
- There was a notable increase in share purchases, pushing the stock price up by over 7% in a single day.
- Financial disclosures revealed a proposed dividend increase and a successful tender offer for share purchase and cancellation, suggesting strong financial management.
- Analysts predict significant profitability growth due to high operational gearing and improving revenue streams.
- A substantial profit upgrade was reported with a 16% increase in expected EPS, though the market reaction was deemed insufficient given the profit news.
- The decision to move the AGM to London might attract more investor interest and is considered a strategic move to enhance visibility among investors.
- Observations that the market reacted positively to forward-looking statements, leading to decent buying activities at a price around £2.40.