Sinclair Pharma Share Discussion Threads

[shareinvestment] 24/3/2016 14:57

The more I read the latest accounts and look at the main shareholders the more I think that this could be packaged by institutional shareholders for a sale of all assets and related maximization for the shareholders. Do other long term holders have this feeling ? thanks

[soundbuy] 24/3/2016 13:23

Results confirmed Wednesday 30 March 2016

[shareinvestment] 23/3/2016 21:11

Purchased today 60,000 of these as I looked into it on the back of an article in the 'Shares' magazine which not only confirms the net of cash £ 80mio + position but the fact that the company is left with no debt and the higher quality aesthetic business and that the company is still in an offer period and in their view they might sell also the other assets at a valuation significantly higher than current prices. No one knows if this will be the case but even if they keep the business left the company looks interesting for other possible interaction solutions with a number of international companies as per page 5 of their latest annual account. In addition Silhouette should be launched in q2 2016 in the US which could be another catalyst. Time to sit back now and see how matters turn out. Clearly welcome views from other shareholders.

[soundbuy] 22/3/2016 10:44

Would imagine Stuart Swanson has an inkling to trading, at least in his geographical area, as his co., Amicus, represents Sinclair's aesthetic portfolio in the Balkan territories. Or perhaps just taking a longer term view and sees the shares as offering value.

[soundbuy] 22/3/2016 10:24

Institutions have been taking up the slack for months - ceased a couple of weeks ago, support gone. Falls of late on pretty woeful vols at times, thin vols and liquidity never do any favours on the downside, as to results, hard to guage at this stage, wasn't very leaky on the non-aesthetics disposal..............

[steeplejack] 22/3/2016 10:05

I can only presume that news that trading isn't going as well as expected is leaking out.We've all been here before,AIM is disgustingly leaky and the figures might well fall short.I'd love to be proved wrong but experience tells me to prepare for disappointment which may well be discounted by the time the figures are announced!

[steeplejack] 22/3/2016 08:29

I don't think taking it private is an option.What benefits would fall to the likes of Tosca and Soros if the company delisted?You're more likely to get taken over if you're an "undervalued"listed company.

[eggbaconandbubble] 21/3/2016 14:14

2014 interims were 25th March so no panic yet.

Would they possibly take it private with the likes of Tosca, Soros et al staying on board?

[soundbuy] 21/3/2016 13:36

.....we could have a whip round...

[soundbuy] 21/3/2016 13:28

Aye, crossed my mind.....

[gobbie100] 21/3/2016 13:22

We are well overdue either a trading update or results for July-December 2015. Both of these are much later than last year (trading update in Jan, 6mth results early March)

[gobbie100] 21/3/2016 13:02

Always a danger. If you look at valuation at the moment, a share price of 34p equates to a current value of just £90m for the current business ie 18p a share if you assume that the £80m in cash makes up the other 16p a share. THis would seem a pretty low valuation and thus if no deal can be done could see the company taken private. Shares are pretty tightly held across a small number of institutions. Just depends what they would be willing to accept.

[eggbaconandbubble] 21/3/2016 12:00

Is there any danger they will take this private?

[soundbuy] 20/3/2016 17:06

Finger on the pulse??

[soundbuy] 20/3/2016 17:05

September 2014

"Stuart remains a notable private shareholder of Sinclair, and his new company, Amicus, has signed a 5 year contract to represent Sinclair's complete aesthetic portfolio in certain Balkan territories. ..........."


Sinclair IS Pharma plc (AIM: SPH.L) ("Sinclair" or "the Group"), the international specialty pharmaceutical company, announces the resignation, with immediate effect, of Stuart Swanson as a non-executive director. After serving on the Board for nearly three years, Stuart is departing in order to concentrate on the launch of his new pharmaceutical company, Amicus SA ('Amicus'). The Board is indebted to him for his involvement during a period of rapid growth and change at Sinclair as the business shifted strategic focus towards the Aesthetic Dermatology market. Stuart remains a notable private shareholder of Sinclair, and his new company, Amicus, has signed a 5 year contract to represent Sinclair's complete aesthetic portfolio in certain Balkan territories. ...........

[soundbuy] 20/3/2016 17:01

No longer a director, a major shareholder and so no closed period plus I believe takeover code prevents directors etc from buying/selling while talks on going for obvious reasons blah blah.........

[scargs] 20/3/2016 09:06

eggbaconandbubble

The point is that Stuart Swanson will know a lot more than most about what is going on at Sinclair Pharma.

He would not increase his shareholding in the Company unless he was confident and comfortable about the future.

I am looking forward to reading the next set of figures/announcements.

Scargs

[eggbaconandbubble] 20/3/2016 07:46

? Swanson is no longer a director.
Besides the directors are most likely in a closed period and can't buy shares,
BWTFDIK

[dealit] 19/3/2016 16:42

Yes with Swanson increasing his holding positive I would feel. Mr. Robert Stuart Swanson was a Partner of PharmaSwiss S.A. Mr. Swanson serves as a Consultant for Valeant. Mr. Swanson co-founded PharmaSwiss SA and served as its President of Corporate Development and Head of Business Development. In 1990, he held a variety of senior positions for Bristol-Myers Squibb and Pfizer, with a focus on the East European region. He co-founded Hertz Russia. Mr. Swanson served as a Non Executive Director of Sinclair IS Pharma plc since September

[scargs] 19/3/2016 09:44

Robert S Swanson had 20,030,000 shares (4.00%).

17/3/16. Mr Swanson bought a further 850,000 shares (20,880,000 4.198%).

18/3/16. Mr Swanson bought a further 120,000 shares (21,000,000 4.222%).

I take great comfort from these transactions and increased share holdings.

Mr Swanson will be very aware of the current Sinclair Pharma situation.

GLA

[soundbuy] 18/3/2016 18:03

Aye, worth looking at his history....

[dealit] 18/3/2016 17:27

I am not surprised share price very low.

[soundbuy] 18/3/2016 16:03

Sinclair Pharma PLC

Robert Stuart Swanson purchases 850,000 shares....