Sagentia Grp Share Discussion Threads

[elgordo] 29/4/2007 18:44

FWIW, the Annual Report lists Manage5Nines as being 80% owned by SGA. I also notice that Arovit's head office is in Harston Mill, which might have provided a small competitive advantage to Manage5Nines...

[jonwig] 25/4/2007 07:54

ElGordo - nor had I come across this company!
I'm sure it hasn't been mentioned in RNSs.
And we know nothing about size of stake apart from:

"Manage5Nines is owned by Manage5Nines founders and Sagentia Group."

I haven't succeeded in finding any other clients.

[elgordo] 25/4/2007 07:32

I agree - any hints of good news here are currently very welcome. I also noticed this for the first time yesterday, though it may well have been there since 30 March, which is when it is dated -

Cambridge-based IT spin out wins major European contract



I'd never seen mention of Manage5Nines before - where did this spring from, and more's the point, might it be worth something (turnover in Year 2 >£1m...)?

[jonwig] 25/4/2007 07:22

I missed this yesterday.
In the normal run of things it might be worth a brief mention, but it's cause for cheering here!

On the 19th April, 2007 Martin Forster, a non executive director and
the Company Secretary of Sagentia Group AG, informed the Company
that on the 18th April 2007 he has purchased additional 200,000 shares of CHF
0.10 each in Sagentia Group AG at 7.25 pence per share. His total holding of CHF
0.10 shares now stands at 1,299,400 shares.

[jonwig] 21/4/2007 07:35

Thanks ElGordo.
I seem to be asleep over SGA at the moment - hardly surprising.
The irony of this doesn't escape me, though:

"Martin Frost, Sagentia Group CEO, comments: "This is the fifth prestigious award for innovation that Sagentia Group and its portfolio companies have received over the past 2 years."

[elgordo] 20/4/2007 22:11

Portfolio news - Atraverda (17% holding) wins Frost & Sullivan award for Technology Innovation:



"Atraverda is in the process of signing agreements with leading battery market participants worldwide."

[jonwig] 11/4/2007 17:07

Thanks adejuk!

The WallStreetReporter interview hinted at a fairly early IPO, and the valuation of Sphere was a big part of the excitement in 2005.

[adejuk] 11/4/2007 16:56

btw, i will be buying at these levels

[adejuk] 11/4/2007 16:55

i don't hold this but i know a lot about
sphere quite independently
my understanding is that it will float later this year at many multiples of its current valuation
generics holding in that alone should be worth much more than its current mkt cap.

[picnic] 22/3/2007 13:18

Thanks Jonwig.I guess that if we ever find out how quickly the royalties come
through from TTG, will we get some idea of how cheaply the IP was sold for.
Anyway £10m to SGA is not a small sum!
Paul Tudor Jones increasing his holding must also be a positive.
Must admit not sure about the Paper Can(see SGA website).
cheers, picnic.

[jonwig] 22/3/2007 12:47

PICNIC hi.

It's in the Interims, 5 Sept 06:

Sensopad Limited

The automotive applications of Sensopad Technologies were sold to a subsidiary
of TT electronics plc in March 2004 for a consideration of £1.2m together with
anticipated future royalties capped at £10m. Discounted net royalties of £1.7m
have been recognised to date. TT has announced that it has taken £100m of orders
secured for its Autopad(TM) sensor. Royalty receipts are expected to commence in
H1 2007.

Non-automotive applications for the contact-less inductive sensing technology
are now being exploited by a new management team from a new company; Sensopad
Ltd.

Sensopad Ltd has secured a number of orders in the industrial, aerospace and
gaming controller market. Generics owns 77% of the equity in Sensopad.



One suspects they could have got more than £10 capping?

[picnic] 22/3/2007 12:25

TTG had their finals on monday, it noted in the FT the following day"John Newman
executive of TT Electronics,predicted demand in India and China for its new
Autopad inductive sensors would offset further weakness in US markets in the coming year"which sounds quite positive from a SGA angle re royalties.
I found it odd that there was no mention in SGA's results about royalties on
Autopad, maybe I missed it.

[jonwig] 20/3/2007 19:01

Well, someone loves us:

On the 19 March 2007, Tudor Capital (UK) LP, informed the Company that it has purchased an additional 2,613,540 shares of CHF 0.10 each in Sagentia. The shares are registered in the name of LBPB Nominees Limited. Tudor Capital (UK) LP total holding of CHF 0.10 shares now stands at 12,481,544 shares, representing 5.78% of the issued share capital.

I can't find their trade reported on the LSE or PLUS.

[jonwig] 18/3/2007 11:41

More on Atraverda on ICWales, including "motoring towards IPO or Trade Sale":



SGA holds 14% of Atraverda, valuation of stake £1.3m in FY figures.

[jonwig] 17/3/2007 08:18

Well, I've read the newsletter through, now.

Perhaps my earlier comment was a bit unkind, as it's clearly a shop window for actual and prospective clients, so to mention how much profit they intended to make would be unhelpful!

Hence no mention of developments at investee companies, such as Atraverda. However, there's a great deal of emphasis on how we can reduce clients' cost bases, improve their efficiency and by implication, profitability. So we can only hope that the expensive rebranding they've imposed on themselves will have the same effect.

I invested on the strength of the H1 figures, and potential for at least one or two investee companies. The former seems to have been knocked back a year so so, the latter still stands. And look at the quality of companies they're working with! Captrack, for example, with Honeywell, could be an amazing money generator for us.

So if you invested at a much higher price (as I imagine: say, 12p?) the sense of disappointment will be all the greater. However, the reasons for buying then still stand, I think.

[elgordo] 16/3/2007 12:28

jonwig - LOL (bitterly). I have been wondering recently what made me invest here in the first place...

By the way, I'm a bit surprised that they haven't announced the new funding for Atraverda.

[jonwig] 16/3/2007 12:04

Thanks ElGordo.

Yes, the website was re-done a while ago. I needed to change the pointer to the Header Image, as the old one had expired.

A quick search of the Newsletter for the word "profit" gave no hits.

[elgordo] 16/3/2007 11:40

I may be imagining it, but SGA seems to have re-structued the website, which has allowed me to notice that the Spring issue of "The Gen" is out -



Actually, as part of their corporate re-branding, shouldn't they have re-named it "The Sag" - somewhat appropriate to the share price of late?

[elgordo] 09/3/2007 20:20

Two pieces of news for Atraverda (SGA previously owned 17%)

New $12m funding round for Atraverda

and...

Frost & Sullivan Award for Technology Innovation


"...has already secured initial users and partners for this technology. Atraverda is in the process of signing more such agreements with leading battery market participants across all geographic regions."

[jonwig] 07/3/2007 09:20

IPSO Ventures [IPS] floats on AIM today at 85p, MCap £10.5m:



IP Commercialisation, Loughborough University - ie. similar stuff to SGA.

[jonwig] 03/3/2007 18:10

Worth reminding that there was a lot of excitement from time to time on the previous thread (2002-06), with the same questions asked, mostly at a price higher than 8p:



SGA is 48.8% owned by Catella AB, an arm of the IKEA family:

[jonwig] 03/3/2007 15:39

Badday - hi, will welcome any insights you can provide.

As you say, understanding the business and business model is no easy task!
Is Consulting/IP intended to be profitable?

I do take a lot of comfort from the fact that the share price failed to react negatively to the results - and that in a jittery market!

[badday] 03/3/2007 14:31

Jon, shame they only have 10% of Sphere. Although i'd say it's stake there is probably worth aroud £6m if they done an IPO, and that would still leave plenty of upside over the next 18-24 months.
Given that TT Electronics pushed the Auto-pad technology to the front of their recent trading update, i'd guess revenues should flow from their soon enough. Again, seems a shame they've a fixed limit of £10m to revenues received.
Sensortec looks very good too, although Intrasonics could be big, it could also be a dead duck. Reading through the literature it seemed a bit cumrsome to 'enable' your phone etc in the first place.
I've just bought a small stake, will continue to try understanding the business, and business model.

Good luck