Raisons de ne pas acheter le titre Pethealth (PTZ-To) ?

snowball

Aucune histoire n'est parfaite hein Sergio ? Difficile de juger sur un trimestre, certains diront que si le titre monte d'un autre 60 % il sera plus facile de vivre avec cette dépense de 111 k$.lol

À suivre aussi ds les prochains mois :

1) New complete software for sale to shelters to become a virtual "veterian clinic" until next mai. Additional potential sales to 2000 animals welfare organisations.

2) Great expansion about Pet pharmacy and speciality retails - B to Business pharmacy products with Petango.com (+ 54 % growth last quarter). More distribution agreement to come (Perrigo, PRGO-NYSE ?) covering antiparasitics, antibiotics, medications and diagnostic tests. During the last conference call, Mark Warren, president and CEO did a comparaison about the Best Friends pets website and Amazon partnership. They have had a partnership for about 2 years now. The point was if amazon thought they could get to the adopter demographic directly then why do a deal with Best Friends. So PTZ approach which is to while label retail stores for hundreds of PetPoint licensed shelters must be an even better way.

3) PTZ is looking to buy a company under 10 M$.

snowball

Le titre est maintenant a + 80 % (1.80 $) et la cie augmente son controle de la relation client-organismes shelters (+ 2000 utilise la platform electronique de ptz). Je me demande si a long terme ils ne commenceront pas a deranger les Petsmart de ce monde ..

valeurbourse

Bravo snowball. Je n'y croyais vraiment pas.

snowball

76% increase from business-to-business and business-to-consumer sales through the PetangoStore.com 

 

Pethealth Inc. announces record quarterly revenue of $11,042,000; quarterly profit of $511,000 

and its full results for the quarter and nine months ended September 30, 2013. 

 

http://www.pethealth...FINAL_SEDAR.pdf

snowball

Une petite acquisition avec l'encaisse de la compagnie. Un autre pas en avant vers le secteur en croissance de petangostore.com et le "online retailer of pet pharmaceuticals, pet supplies and pet food that services pet owners"

http://finance.yahoo.com/news/pethealth-inc-acquires-vetmedsdirect-co-143623297.html

Eric1212

Pour moi c'est très simple, la compagnie est absente du Québec, 2 ième marché Canadien en importance derrière l'Ontario (province d'origine), ça en dit long !!!

snowball

Prem Watsa achete Petheath a 2.79 $. Bon achat... J'espere me meriter un autre cafe pour avoir presente l'idee lol

Fairfax Financial to Acquire Pethealth Inc. for $2.79 Per Share in Cash
TORONTO and OAKVILLE, ONTARIO, August 29, 2014 – Fairfax Financial Holdings Limited (TSX: FFH)(TSX: FFH.U) (“Fairfax”) and Pethealth Inc. (TSX: PTZ) (“Pethealth”) announced today that they have entered into an arrangement agreement (the “Arrangement Agreement”) under which Fairfax will acquire all of the outstanding common shares of Pethealth for $2.79 per share in cash. In addition, under the terms of the transaction, Fairfax will acquire all of the outstanding preferred shares of Pethealth for a purchase price of $2.79 per share in cash, plus any dividends accrued but unpaid up to, but excluding, the day of closing.
The purchase price represents a premium of approximately 26% to the closing price of Pethealth’s common shares on the TSX on August 29, 2014 and a premium of approximately 69% to the closing price of Pethealth’s common shares on the TSX on August 15, 2014 (Pethealth announced on August 19, 2014 that it was reviewing strategic alternatives). The purchase price also represents a premium of approximately 69% to Pethealth’s volume weighted average share price for the twenty trading days ending on August 15, 2014 and a premium of 36% to the all-time high price of Pethealth’s common shares prior to such date.