PapalPower
- 14 Feb 2005 08:42



____5 Year Share Price against EPS chart____
Web Site : http://www.oasisdentalcare.co.uk/
Email News Alert : http://www.oasisdentalcare.co.uk/investors/email/
Oriel Securities 1st Dec 2005 BUY
2005 PTP 2.1M
2005 EPS 1.8p
2006 PTP 2.7M
2006 EPS 2.4p
____________________________________________________________________
Major Shareholders
Advent VCT--------------------7,508,113 (9.20%)
BLS Holdings Ltd Prtnship----6,749,964 (8.27%)
Singer & Friedlander IM Ltd--6,590,000 (8.07%)
Joseph Joe King--------------3,347,500 (4.10%) DIR
Goldman Sachs Group Inc-------2,855,500 (3.50%)
BWD AIM VCT PLC--------------2,542,500 (3.11%)
____________________________________________________________________
Interim results 1st Dec 2005
Oasis Healthcare PLC
Interim Results for the period ending 30 September 2005
Oasis Healthcare PLC, the UK's leading corporate dentistry operator with 122
practices today announces much improved interim results for period ending 30
September 2005.
Turnover______________40.7_____+10%
EBITDA*_______________3.5_____+17%
Operating Profit m*_____1.2_____+50%
EBAT*_______________1.0_____+55%
Earnings per share ++___1.26p_____+56%
* After absorbing additional cluster infrastructure cost of 0.5m for the six
months
++ Excluding goodwill amortisation
Operational
* Changes implemented are delivering results and improved financial
returns
* Cluster structure working well and providing strong base to expand
* New NHS contract provides further opportunity to develop NHS
business
* Re-negotiated our consumable supply contract achieving 0.2 million
in annualised savings
* New Finance Director appointed
Financial
* Operating cash inflow of 2.5 million (2004: 1.5 million) *
* Revised debt repayment structure enabled 1.6 million of
capital to be spent on the business (2004: 0.6 million)
* Considering impact of IFRS - should have positive implications due to
treatment of goodwill
Current Trading
* Performance continues to be positive and prospects for the
second half year are encouraging
Stephen Lambert, Chief Executive, said:
'The management and structural changes we have put in place continue to deliver
operational and financial improvements to our performance. As this performance
accelerates we will continue to invest in dentists, improve customer services
and to build on the strong base the new organisational structure has
established.'
__________________________________________________________________
Recent Institution and Director Buying ;
19th Sept 2005 S Lambert buy 1.0 million @ 10.5p
19th Sept 2005 G Blomfield Buy 500,000 @ 10.5p
29th April 2005 Goldman Sachs Buy 2.855 million.
14th Dec 2005 Stephen Lambert Buy 100,000 @ 12p
3rd Dec 2005 Stephen Lambert Buy 165,000 @ 10.5p
3rd Aug 2004 Stephen Lambert Buy 35,000 @ 16.2p
squidd
- 31 May 2005 15:33
- 16 of 60
PpP: Congrats; OSH leads my recovery front runner ELA by a length or two today, as the race continues to boost our wallets.
Thanks for postings on APH etc.
sd.
PapalPower
- 01 Jun 2005 10:35
- 17 of 60
squidd Oasis is going up nicely before the results which confirms what I think that the corrective surgery has been done by Lambert and the outlook will be rosy.
PapalPower
- 02 Jun 2005 14:43
- 18 of 60
squidd Oasis has to be in the lead now still rising strongly today ready for those results next week.
squidd
- 03 Jun 2005 08:07
- 19 of 60
PpP: My favourite ELA was a faller, and my 2nd favourite CSB couldn't keep up, so watched OSH disappear over the horizon. Tis a credit to your research that this has occurred ahead of results on low volumes; hope others are watching.
Oh, and VLK is looking bright and frisky this morning.
sd.
PapalPower
- 03 Jun 2005 09:28
- 20 of 60
squidd got a good new post on VLK now something picked up from another BB poster.
PapalPower
- 06 Jun 2005 12:45
- 21 of 60
squidd results on this Wednesday for OSH and am hoping for news that the restructuring is all but finished and now very positive looking forward with more profit and more money available to grow the business and increase turnover above 80 million next year with higher profit levels.
Goldman Sachs buying in recently leads me to think the results will be bullish for the future.
PapalPower
- 09 Jun 2005 08:19
- 22 of 60
squidd on reading the results a couple of times I can only come away with positive vibes the most exciting being they have 4 million cash to purchase new equipment and offer new high margin services and that the new cluster arrangements is already proving itself to be working well. I take the results as highly positive and the past mistakes written off this time to allow the future to be much better. The next results in 6 months time will offer an insight of how things have changed for the better and here's hoping that as Lamberts actions have shown benefit already he will keep us informed with regular updates before the results.
At present levels I am sure we can look forward to director buys coming in soon to show their faith of their actions.
Good and positive with the major restructuring over.
PapalPower
- 18 Jun 2005 06:34
- 23 of 60
squidd just added summary info on the new Oriel report which gave a Buy recommendation on the 8th June 2005.
PapalPower
- 19 Jun 2005 05:04
- 24 of 60
squidd, Oriel say March 2006 results should be 2M pre tax profit with EPS of 1.7p and say Outperforming. Oriel also say dividend in March 2008.
Investors Chronicle write up on 17th June says fair value at 11p and on the verge of profits.
If all goes well with Lamberts plans and utilisation improves along with recruitment then its positive, so we could and should expect a bounce up from next reporting when the news is good, in my opinion recovery confirmed but I would see IC will wait for next news before saying Oasis is good value, I am in now as you know while they are still very cheap.
They also recently got rid of the last person from the previous management that messed up in 2002/3 (the FD) so its all Lamberts team now.
PapalPower
- 25 Jun 2005 12:03
- 25 of 60
On this one squidd I shall be adding now in July and August as I have faith in the progress made and the potential this has, short term will see small gains (some small drops no doubt) but mid term this will rise as the good news flows and dividends start.
IC had them as NAV 11p (taking off 45p to cover the debt) so 11p is fair value with all the historic bad news in (and no accounting for good news to come), from here the only way is up and my target is over 35p in 22 months from now.
PapalPower
- 05 Jul 2005 13:20
- 26 of 60
squidd a move up today on a small buy which looks good.
PapalPower
- 16 Jul 2005 14:11
- 27 of 60
Large rises in NHS charges makes this work more profitable for Oasis when they do it which is very good news but also makes the difference between NHS and private even smaller therefore leading to more people using Oasis.
http://news.bbc.co.uk/1/hi/health/4657355.stm
PapalPower
- 03 Aug 2005 11:24
- 28 of 60
Added some more today as both OSH and UNG remain undervalued. Expecting a postive AGM statement soon from OSH followed by much improved interims in Dec and for me UNG and OSH will be providing good gains over the coming years as their value returns. Short term KUJ should provide upward movement on a return to profits at results any day soon now and positive outlook.
PapalPower
- 14 Aug 2005 15:44
- 29 of 60
12th August 05 Growth Company Investor says Speculative Buy
http://www.growthcompany.co.uk
PapalPower
- 24 Aug 2005 09:48
- 30 of 60
Looks like some others have caught on now after the GCI report on Oasis.
PapalPower
- 24 Aug 2005 12:35
- 31 of 60
Up again, we must have some large buys coming later or news is in the pipeline.
PapalPower
- 25 Aug 2005 11:26
- 32 of 60
Oasis Healthcare, the debt-laden dental practice owner, jumped 2p at 12p on a sales desk push by Corporate Synergy. After an upbeat meeting with Stephen Lambert, the former Punch Taverns boss who is now chief executive, the broker believes that Oasis could be on the turn after three terrible years, enabling it to start paying down its 39 million of borrowings from cashflow.
http://www.timesonline.co.uk/newspaper/0,,2727-1749483,00.html
PapalPower
- 27 Aug 2005 08:05
- 33 of 60
Dates for the coming AGM and Interim added to the top, both should provide very positive news and outlook.
AGM on 20th September 2005 (Confirmed)
Interims on 30th November 2005 (Confirmed)
PapalPower
- 28 Aug 2005 14:54
- 34 of 60
Given the infomation becoming available now I would hope for some detailed updates in the AGM statement, confirming that the cluster system is providing improved turnover and profits and that the benefits have been maintained through the first half.
PapalPower
- 20 Sep 2005 07:08
- 35 of 60
Sounds fine and making progress.
20 September 2005
OASIS HEALTHCARE PLC
AGM Statement
At today's Annual General Meeting of Oasis Healthcare PLC the Chairman, Ron
Trenter, will make the following statement:
'Trading to the end of August was in line with Company targets and we are
pleased to report cumulative total revenues growing over the prior year. The
steps we have taken to create our new cluster infrastructure has improved our
ability to manage the business both now and for the future. We are undertaking
a number of projects that will improve further our service offer, in a
competitive environment, to patients and dentists. Recruitment and retention of good dentists remains, as always, a high priority for the business.'
The Board intends to give shareholders an update on further progress in a
pre-close statement which will be issued later.
Oasis's Interim Results will be announced on 1 December 2005.
Oasis Healthcare PLC
Stephen Lambert, Chief Executive Today: 020 7457 2020
Thereafter: 01603 625335