AMS specialises in the development, manufacture and sale of advanced wound care, wound closure and sealant products. The company makes money through it's branded products LiquiBand, ActivHeal and Resorba, with around 80% of sales from Europe (mainly UK and Germany). The group more than doubled it's revenue in the past 3 years while margins have improved from 17% in 2009 to 24% last year. Debt load has been reduced to a mediocre 5 million. They are currently in talks with regulatory authorities in Russia, China and USA, to start selling Resorba products. Financials and Fundamentals
Associated British Foods is a diversified international food, ingredients and retail group operating in 47 countries. It is the owner of several famous brand names including Twinings tea, Ovaltine, Primark and British Sugar. AB Sugar is one of the world’s largest sugar producers; employing more than 42,000 people across 31 plants in ten countries and with a capacity to produce over 5 million tonnes of sugar and 600 million litres of ethanol each year. Despite it's size, the company kept growing even during the global crisis in 2008 and is positioned well to profit from the future. The founding Weston family still holds a significant interest. Financials and Fundamentals
Blinkx is the Internet Media platform powered by CORE, the world’s most advanced video search engine. They link viewers with content publishers and distributors, and monetize those interactions through advertising. Founded in 2004 in San Francisco, the company was floated on London Stock Exchange in 2007. I have already written an article about this stock, so I'm not going into greater detail. This is one of those situations, where the fundamentals and technicals are well aligned and warrant a very aggressive position. If your analysis points to a great profit potential, you have to bet big. Financials and Fundamentals
BTG plc is an international specialist healthcare company. The Company is focused on three business areas: Specialty Pharmaceuticals, Interventional Medicine and Licensing & Biotechnology. The Specialty Pharmaceutical products include antidotes against snake venom and toxicity associated with medicines used for heart conditions and cancer. The Interventional Medicines include Interventional Oncology products used to treat patients with liver tumours and Interventional Vascular products used to treat patients with severe blood clots. The company is currently awaiting approval and launch of a treatment for varicose veins in the US. They have invented Magnetic Resonance Imaging and currently license a large part of the world. The expected is growth for next year is around 20%, and there has also been an insider purchase recently.
Financials and Fundamentals
Hargreaves Lansdown PLC is a provider of investment management products and services to private investors in the United Kingdom. The Company's flagship service, Vantage, UK's largest direct-to-private investor investment supermarket and wrap platform. Vantage offers clients the administrative convenience of being able to hold and manage their investments, including unit trusts, open ended investment company, equities, bonds, investment trusts and cash, irrespective of the tax vehicle, in one place with consolidated valuation reports. The company spots 80% ROE, 50% profit margin and a double digit growth rate. I really like that the founders still hold a majority share in HL, they have demonstrated exceptional skill and they remain one of the best UK financial companies.
Financials and Fundamentals
Chi-Med is the holding company of a pharmaceutical and healthcare group based primarily in China. Chi-Med is a subsidiary of Hutchison Whampoa Ltd. ("HWL"), one of the largest conglomerates based in Hong Kong. Chi-Med focuses on researching, developing, manufacturing and selling pharmaceuticals, and health oriented consumer products primarily in China. Chi-Med was established in 2000 as a wholly-owned subsidiary of HWL. It's global licensing deal with AstraZeneca on Volitinib, represents the first deal of this type to progress a China discovered targeted oncology drug towards the global market. The company earned a $20 million upfront payment with up to $120 million contingent upon the successful achievement of clinical development and later double-digit percentage royalties on net sales. The company has 5 additional drugs in development, they have turned profitable only recently and finally started generating free cash flow. A director has bought shares in October with trade value of £100k. The pharmaceutical industry in China is booming, the country represents 20% of world population but only 1.5% of the total drug market. I believe that if the company executes it's strategy well, it will offer incredible profit potential in the future. Financials and Fundamentals