Sagentia Grp Share Discussion Threads

[elgordo] 16/7/2008 10:01

Jon - apologies; I can indeed access it from the bulletin board list, by searching for SAG threads. What threw me is that if I try to get to it by clicking on the link in your post 291 above, I get a message that I need to be a subscriber to access it. Odd, but now entirely irrelevant. Cheers.

[jonwig] 16/7/2008 08:14

ElG ... you can post on it, surely - it's just that I can moderate it if need be. (It's set up the same as this one.)

[elgordo] 16/7/2008 07:31

Jon - Any chance of opening it up to us cheapskates (non-subscribers)?

[jonwig] 16/7/2008 07:14

Haven't had much time, ade, but here it is, nothing in header yet.

[adejuk] 16/7/2008 06:22

jon i can't find the new sag!thx

[jonwig] 08/7/2008 17:59

Dealings in PLC started today. EPIC is "SAG", but this seems to exist already. Anyway, this thread hasn't the correct charts any more, so I'll start a new one soon.

[elgordo] 25/6/2008 21:37

Not the most exciting news, but good to see mention of consoidation of US operation (= lower costs?) and expansion of team (= higher potential revenues?).

Tailwind sounds like a small project, but a good showcase of what Sagentia can do.

"Global Technology Company Opens Its U.S. Headquarters in Maple Lawn"

[jonwig] 19/6/2008 07:15

It seems that yesterday's news is worth an RNS today:

[jonwig] 18/6/2008 07:36

Transfer to AIM on 8 July, with 1:10 consolidation.
Meanwhile a bit of news with revenues:

Georgia World Congress Centre, Atlanta, USA - Sagentia showcases its science and technology talent when its client, Master Meter, Inc., launches a breakthrough water meter register, AccuLinx, designed and developed with Sagentia. The patented* technology behind the non-contact, 8 wheel system, 'Gray Wheels', was also invented by Sagentia. The project generated more than $1 million in consulting fees for Sagentia, and the ongoing license deal for the core technology will generate $4.5 million for the company over a number of years.

More:

[jonwig] 16/5/2008 08:28

PICNIC - it would be nice to see more Sensopad royalties arriving: they always seem to get deferred.

Meanwhile the SGA share price recovery continues, so I'm comfortably in profit, despite buying my first lot at over 8p.

[picnic] 15/5/2008 20:48

I see from the tt electronics group (ttg) AGM "the approval by a major German
automotive customer to start volume production of our Autopad accelerator
pedal product" must be good news(old news confirmed?)for long suffering SGA
shareholders.I wonder how quickly our £7m capped royalties will take to get to our Co?

[jonwig] 15/5/2008 08:08

Article on Sphere Medical, etc.
Is there a suggestion at the end that trade sale, not IPO will be the route taken?

[cyprussteve] 10/5/2008 07:30

Hi Jon,
Nice find - I have taken the liberty of posting this on the ii board - I hope you do not mind.
I am feeling increasingly confident in this share,
Regards
Steve

[jonwig] 10/5/2008 06:34

More on HD-LED.
Looks as though there is potential here:

Sagentia looks on the bright side 09/05/2008

Sagentia has developed a 'breakthrough' lighting technology which it claims offers performance improvements beyond those of existing technologies.
The company made the discovery whilst working on a medical lighting project with Brandon Medical to solve a number of technical challenges faced when using LEDs.
"Brandon had decided the time was right to develop next generation products that exceeded their high intensity and colour rendition requirements for the medical arena," explained Dr Euan Morrison, Sagentia's senior consultant. "It was by addressing this dual challenge that we established HD LED technology to offer high efficiency and extremely high colour performance."
The lamps for Brandon are the first products to feature HD LED technology and include the benefits of high brightness LED technology, such as infrared free, cold light, long life, shadow control and energy efficiency, whilst solving technical challenges such as colour rendition, thermal management and cost.

[spital23] 08/5/2008 15:52

Sagentia - SPECULATIVE BUY
Companies: SGA
07/05/2008
Currently poised to emigrate from the Full List to AIM, technology consultancy Sagentia looks unfairly unappreciated by the market. At less than £10m, its market value represents only two thirds of its £14.6m of property assets and, if you include its £7.6m investment portfolio, loans and cash, Sagentia's shares trade at a significant discount to its shareholder funds of 8.1p per share.

Understandably there has been a bout of director buying in the past couple of months and new chief executive Dr Alistair Brown, stepping up from sales director, intends to sell off the company's venture portfolio and move to AIM. He says the new focus is 'on earnings rather than equity'.

The previous strategy had been to generate shareholder returns by creating spin-out companies, some of which still sit in the portfolio, such as AIM-listed CMR Fuel Cells. Once the venture capital subsidiary is sold off Sagentia will be left with a consultancy arm that last year generated a £500,000 profit from £17.9m of fee income.

Operations in the UK, the US, Germany, Hong Kong and Sweden engage in business consultancy and product development. Standout projects include a suite of digital products that have helped transform the prospects of toymaker Hornby, the launch of a mobile payment solution for Vodafone and a delivery system for AstraZeneca that generates Sagentia £500,000 of royalties a year.

A move to AIM by the end of June and the appointment of new broker Arbuthnot might help to garner some more attention from small-cap followers. The move might also see 48% shareholder Catella, a sister company of Ikea, reduce its stake. Speculative buy.

[jonwig] 08/5/2008 13:39

Harston Mill's own website ... it's now in the header:

[dorset64] 08/5/2008 11:41

jonwig, sorry mate but I may have got myself confused here. I thought tht only aim shares and below were traded on the plus markets, and not main LSE listed stocks. Obviously not then as you have corrected my views. Thanks

Dorset

[cyprussteve] 08/5/2008 08:23

Hi Jon,
Thanks - I have taken a holding.
My guess is that any possible share consolidation is viewed in a positive light by the Directors anyway - hence all their buys yesterday.
Regards
Steve

[jonwig] 08/5/2008 07:59

Cyprus ... could be positive or negative, I wouldn't like to hazard which!

However, SGA's role in life is to help other companies innovate and flourish. Looking at our share price history doesn't suggest much success on our own part. (Though the corner may have turned now.)

As an example of the exalted company we keep:

[cyprussteve] 08/5/2008 07:42

Hi Jon,
Thanks - is a share consolidation good or bad news for existing holders ? - I am not well versed on these things.
Regards
Steve

[jonwig] 08/5/2008 07:30

Cyprus & Dorset ... no, it's on the Main List, not AIM. It will move to AIM end-June and also move domicile from CH to UK.
So there will be stamp duty on purchases from then.
It's possible there will be a share consolidation.

[kenatbabken] 07/5/2008 21:39

Thanks jon

Its the current state of the commercial market thats keeping the valuation down
but the yield seems excellent.MAY who,s results are tomorrow are supposedly
writing down the value of their portfolio,But long term the value will rise and
with that yield they should,nt be in a hurry to sell.

[cyprussteve] 07/5/2008 21:24

Hi Dorset,
I thought so, but, thanks for the confirmation :)
Ciao
Steve

[dorset64] 07/5/2008 21:15

Steve, Yes it is.

This months trades to date:

Trade Date Trade Time Price Volume Type Consideration Conditions
07/05/2008 16:12:50 4.75 16,842 O 800.00
07/05/2008 14:23:57 4.48 179,348 O 8,041.96
07/05/2008 13:16:09 4.45 20,000 O 890.00
07/05/2008 10:22:00 4.45 100,000 O 4,450.00
06/05/2008 13:06:33 4.25 50,000 O 2,125.00
06/05/2008 08:09:24 4.47 17,901 O 800.00
02/05/2008 16:28:08 4.44 12,168 O 540.02
02/05/2008 16:17:24 4.38 100,000 O 4,375.00
02/05/2008 16:14:19 4.20 20,000 O 840.00
02/05/2008 15:17:26 4.00 44,695 O 1,787.80
02/05/2008 14:59:50 4.20 10,000 O 420.00
02/05/2008 14:57:33 4.25 20,000 O 850.00
02/05/2008 08:56:37 4.12 25,000 O 1,031.25
02/05/2008 08:00:16 3.75 89,500 O 3,356.25




Symbol SGA as in here

Dorset

[cyprussteve] 07/5/2008 20:23

Am I correct in saying that SGA is traded on BOTH the AIM and PLUS markets?
Regards
Steve