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  1. #41
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    https://www.nzx.com/files/attachments/236150.pdf

    On the face of it, what was interesting for me:
    - "losses" (when excluding Research and development expenses and Equity accounted loss of joint venture entity) increased slightly from $204k to $564k
    - gross profit up almost 12%, with margins reasonably strong (not showing singes of dramatic decreases in gross margin to try sell more!)
    - Australia is doing very well (and probably continue to grow in double digits)
    - Rest of world will probably continue to treble in sales for the next few years
    - NZ is performing "solidly" but will probably continue at mid single digits due to saturation (great to see market share is growing!)

    Look forward to hearing what others are thinking, but this looks to be a keeper!

    Disclosure: of course I'm holding!

  2. #42
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    http://www.sharechat.co.nz/article/a...two-years.html

    Anyone go?

    Presentation didn't look to exciting, but it's good to see things are tracking well

  3. #43
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    Quote Originally Posted by skid View Post
    The big question is just how much dosh they are churning through with the research,and whether they are coming up with anything--I wonder if they would not be better off just promoting their established product(but whats the difference between just taking 1/2 tab of ibuprofen and 1/2 of paracetimal (i did the spell check on the misspelling of para and it told me ''malpractice'' --you gotta laugh sometimes)

    Theres probably a big difference but Ive often wondered
    Taking paracetamol and ibuprofen together is effectively the same, and a lot of doctors do actually prescribe this for post-operative pain relief (particularly with the current push to get away from opiate-based analgesics). However, in theory it's best for patient safety and compliance to simplify a prescription as much as possible (one tablet is better than two). As far as over-the-counter use is concerned, I imagine that users who find that a combination is best for their particular pain would also prefer to have a packet of the all-in-one tablet, plus it's safer if the combination dose is pre-measured instead of having a situation where consumers have to mix and match.

    What I'm most interested in is whether they have a US sales partner lined up and what sort of marketing effort will be directed toward US healthcare providers.

  4. #44
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    One day the share price might surge up

    Impressive sales chart in annoucement

    https://www.nzx.com/files/attachments/243361.pdf
    “What the wise man does in the beginning, the fool does in the end”

  5. #45
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    Quote Originally Posted by jimbo View Post
    Taking paracetamol and ibuprofen together is effectively the same, and a lot of doctors do actually prescribe this for post-operative pain relief (particularly with the current push to get away from opiate-based analgesics). However, in theory it's best for patient safety and compliance to simplify a prescription as much as possible (one tablet is better than two). As far as over-the-counter use is concerned, I imagine that users who find that a combination is best for their particular pain would also prefer to have a packet of the all-in-one tablet, plus it's safer if the combination dose is pre-measured instead of having a situation where consumers have to mix and match.

    What I'm most interested in is whether they have a US sales partner lined up and what sort of marketing effort will be directed toward US healthcare providers.
    Thats the million dollar question--IMO thats where PEB has stumbled...no big US partner

  6. #46
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    Quote Originally Posted by winner69 View Post
    One day the share price might surge up

    Impressive sales chart in annoucement

    https://www.nzx.com/files/attachments/243361.pdf
    Fantastic annoucement! What is hard to believe is how the share price has 'barely' budged, given, what I think we can all agree on, is a very impressive annoucement... (I suppose the given the broader market weakness, where the nzx 50 is down 1.2% or so, getting any bump is 'ok')

    Disclosure: very comformtable holder, just don't own enough

  7. #47
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    You know all about AFT

    Is this what was expected

    https://www.nzx.com/files/attachments/247882.pdf

    Just a bit surprised with the 1% sales growth over pcp. . Their charts always touted a CAGR of close to 20% pa
    Last edited by winner69; 11-11-2016 at 10:06 AM.
    “What the wise man does in the beginning, the fool does in the end”

  8. #48
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    Quote Originally Posted by winner69 View Post
    You know all about AFT

    Is this what was expected

    https://www.nzx.com/files/attachments/247882.pdf

    Just a bit surprised with the 1% sales growth over pcp. . Their charts always touted a CAGR of close to 20% pa
    You still getting over this shocker result t-j

    Still having trouble reconciling the abysmal revenues growth reported v previous presentations etc

    Millions more pills being sold don't seem to generating any extra dollars
    “What the wise man does in the beginning, the fool does in the end”

  9. #49
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    I've always been surprised at what a low EBITA they have when Maxigesic is so $$$ at the pharmacy and its active compounds are one of the most commoditised in the drug market.

  10. #50
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    The chart below is from an update dated Sept 12th - nice looking chart with the note that FY17 projection is based on 33 million tabs for first 5 months of year (heaps more than all of FY16

    Even t_j was moved to say 'fantastic announcement' - even piqued my interest

    But then H1 revenues are only going to be up 1%

    Doesn't seem to make much sense

    Please t_j - what the heck is going on here
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    Last edited by winner69; 17-11-2016 at 08:13 PM.
    “What the wise man does in the beginning, the fool does in the end”

  11. #51
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    Quote Originally Posted by winner69 View Post
    The chart below is from an update dated Sept 12th - nice looking chart with the note that FY17 projection is based on 33 million tabs for first 5 months of year (heaps more than all of FY16

    Even t_j was moved to say 'fantastic announcement' - even piqued my interest

    But then H1 revenues are only going to be up 1%

    Doesn't seem to make much sense

    Please t_j - what the heck is going on here
    I have to say I was surprised to see revenue had increased just 1%, luckily the low share price was already more than taking into account this seeminly lackluster headline figure. Seems they once again have production issues, although it is nice to see underlying demand from the end customer remains strong. Will be interesting to see 'the bigger numbers' on November 24, particularly around cash flows

    They seem to have good control over costs, along with everything going 'to plan'... still very exciting times for AFT... and I'd like to think they are very much expecting a very strong 2H performance

  12. #52
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    They are certainly struggling to go (and stay)above the original share price--Thats some ''serious backpedaling'' on the Fantastic announcement call.
    Whats the story with those(once again)production issues?---I remember this being touted as a real Kiwi success story by Nigel Latima....so whats up?-----''very exciting times'' sounds familiar eh?

  13. #53
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    So they sold about 20 million Maxigesic pills in H1 but expect to sell another 55 million in H2

    So all honky dory - no worries

    But still have a problem with those 20 million pills in H1 being about the same as full year last period but $ revenues only up 1%.

    Report doesn't make good reading - ni doubt t_j will tell us the good bits.
    Last edited by winner69; 24-11-2016 at 07:51 AM.
    “What the wise man does in the beginning, the fool does in the end”

  14. #54
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    Hey t_j ......did you notice expenses increasing at a faster rate than revenues. Not good

    Sorry mate, you asked for that. Hope PEB is different.
    “What the wise man does in the beginning, the fool does in the end”

  15. #55
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    Yes I did note this... although I also noted that Cost of Sales decreased... although I am fine with all other expenses 'fluctuating', I was not to happy to see Selling and distribution expenses increasing, nor happy to see the Cash Flows from Operating Activities... hopefully this will show with a large jump in sales over the next 6 months, and they seem to be expecting this. No worries, because they'll be making money in 2018/19 without a capital raising (kinda like PEB )

  16. #56
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    All looking good

    Only a matter of time. As they say 'Although the contributions of advancing these projects are not yet apparent in the current financial results, progressing them is important as we are laying the building blocks for future material growth in AFT sales and earnings.'

    https://www.nzx.com/companies/AFT/announcements/295532

    Could be a market darling this year
    Last edited by winner69; 16-01-2017 at 07:51 AM.
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  17. #57
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    Quote Originally Posted by winner69 View Post
    All looking good

    Only a matter of time. As they say 'Although the contributions of advancing these projects are not yet apparent in the current financial results, progressing them is important as we are laying the building blocks for future material growth in AFT sales and earnings.'

    https://www.nzx.com/companies/AFT/announcements/295532

    Could be a market darling this year
    Yes... I noticed it in your competition selection :-)))))

  18. #58
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    Lightbulb Will be one to watch... one hopes

    Quote Originally Posted by winner69 View Post
    All looking good

    Only a matter of time. As they say 'Although the contributions of advancing these projects are not yet apparent in the current financial results, progressing them is important as we are laying the building blocks for future material growth in AFT sales and earnings.'

    https://www.nzx.com/companies/AFT/announcements/295532

    Could be a market darling this year
    I am hoping it will be!
    Bit of a lack luster year last year, even with some reasonably solid stuff.
    Not surprisingly, it is also one of my picks

  19. #59
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    https://nzx.com/companies/AFT/announcements/296900

    Another positive announcement, share price will probably (somehow) go no where

  20. #60
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    Quote Originally Posted by trader_jackson View Post
    https://nzx.com/companies/AFT/announcements/296900

    Another positive announcement, share price will probably (somehow) go no where
    Yep, the share price and the announcements / presentations seem to be at odds with each other eh

    Still haven't worked out why forecasted revenue showing not much growth when that chat showing the number of pills being old is almost exponential
    “What the wise man does in the beginning, the fool does in the end”

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