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API, AUSTRALIAN PHARMACEUTICAL INDUSTRIES LIMITED
alonso
post Posted: Nov 11 2019, 10:46 AM
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In Reply To: nipper's post @ Jun 25 2018, 06:55 PM

They are still upselling the Clean Skincare message in the latest media release, but I don't see it making much impression on the sp.

[Clear Skincare

Clear Skincare’s integration into the API business is now largely complete. Revenue increased to $45.6 million, up 20% over the pcp, which pre-dated API’s ownership. Gross profit for the full year was $37.9 million.

"Australians are reportedly amongst the highest per capita consumers of cosmetic treatments. We consider this unsurprising given our harsh climate, although we also note that some areas are underserviced in this market, providing Clear Skincare with a growth opportunity. Accordingly, we are now moving to accelerate Clear Skincare’s growth, having added eight clinics during the financial year, taking the total number to 52. We launched the Clear Skincare product range into Priceline Pharmacy and are promoting it through the Priceline Sister Club," Mr Vincent said. ]

It's on my watchlist. My thinking is either it or SIG are going to forge ahead or there will be a merger. But the article in the AFR today is not encouraging.
I'm not sure if most of the pharmacies have the floor space to deliver the skin care service in the way it would need to be.



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nipper
post Posted: Jun 25 2018, 06:55 PM
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In Reply To: nipper's post @ Jun 25 2018, 06:32 PM

QUOTE
API expected double-digit earnings growth from Clearskincare, with opportunities to cross-sell the core female customer base it shared with Priceline, according to managing director and chief executive Richard Vincent.

"They've got a differentiated offering in a fast growing market," Mr Vincent told the Financial Review. "For instance they've demonstrated a successful treatment for adult female acne and there's not too many out there offering that."

The addition of a retail services business to API's existing wholesale and retail businesses, which also include the Soul Pattinson Chemist chain, was a "good strategy" in a margin-challenged retailing environment, Mr Vincent added.

API announced in April an underlying net profit after tax of $26.8 million for the first half of 2017-18, down 8 per cent on the prior corresponding period, with tougher retail competition blamed. Independence from the vagaries of government funding was another plus in the acquisition of Clearskincare, Mr Vincent said. He expected it to be earnings accretive in 2018-19.

Botox injectables were the fastest-growing part of Clearskincare's business since the chain "got serious about them" a year ago, according to Dr McCaffery.

"Botox used to be a secret treatment but it will become mainstream because a lot of people just don't want surgery," she said. "People used to stare at me blankly when I said I'd gone into the laser hair removal business, but now that's just seen as a routine procedure."






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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 25 2018, 06:32 PM
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QUOTE
Clearskincare Clinics will become a franchised network like larger rival Laser Clinics, after the provider of hair removal and botox injections flagged a $127.4 million acquisition by Australian Pharmaceutical Industries (API).

The purchase of Clearskincare's 44 clinics across Australia and New Zealand is another major consolidation of the market for aesthetic skin care,
- last year, private equity giant KKR paid over $600mill for Laser Clinics' 70-plus locations,
- in February, Advent Partners took a majority stake in 12-location SILK Laser Clinics.

The acquisition includes an initial $61.6 million which gives it a 50.1 per cent interest in Clearskincare's clinics business, and all of its smaller skin care products business.

The remaining $65.8 million will be paid in two instalments out to September 2021, and a further $20 million will be payable subject to performance hurdles being met by Clearskincare's founders and joint owners, Dr Philippa McCaffery and Alarna Longes, who will continue to run the business for three more years
- ASX-listed API is best known for running the Priceline wholesale and retail pharmacy business (and if you look really hard there's a prescription dispensing business at the rear of their shops)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Oct 12 2017, 01:41 PM
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In Reply To: batikit's post @ Oct 12 2017, 01:20 PM

Good-oh. Pretty good base, if/ when it resumes upward trajectory. Which it should.

(am away from big screen and charting optionality)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
batikit
post Posted: Oct 12 2017, 01:20 PM
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In Reply To: nipper's post @ Oct 12 2017, 01:16 PM

i am serious laugh.gif


Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Oct 12 2017, 01:16 PM
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In Reply To: batikit's post @ Oct 12 2017, 01:12 PM

QUOTE
Rare quadruple bottoms
- a "double Kardashian"?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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batikit
post Posted: Oct 12 2017, 01:12 PM
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Rare quadruple bottoms - already reacting to the MACD today

Should be a nice break - will report on 19th
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nipper
post Posted: Oct 6 2016, 11:31 AM
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CEO and Managing Director Stephen Roche to step down in February 2017
- Internal appointee, Richard Vincent to succeed Mr Roche

Company in a strong financial and strategic position
- Underlying NPAT guidance upgraded to $51m - 17% up on the prior year
- Reported net debt at year end to be less than $30m
- 442 stores in Priceline Pharmacy network as at 31 August 2016



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Dec 8 2010, 11:15 AM
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In Reply To: mistagear's post @ Dec 8 2010, 11:02 AM

No, I don't hold - I used to hold SIG then sold it down as time passed (and I learnt more) and the SIP version looked like the CEO ego in overdrive. Over the years have done OK but moved on.

basically trying to identify RISK and avoid anything with
-exposure to Govt regulations and decision making - eg PBS, pathology
-intermediaries in this modern day and age when internet is changing models and rendering superfluous the old way of doing things

Wondering how Souls (SOL) are feeling as they have a big API stake?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mistagear
post Posted: Dec 8 2010, 11:02 AM
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In Reply To: nipper's post @ Dec 6 2010, 03:21 PM

Nipper, hope you not long this one now ?

I cant believe API is still available to short sell,,, and at only 15% margin.... That proves there IS A SANTA biggrin.gif

Merry Christmas



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