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CNSL Cambridge Nutritional Sciences Plc

3.70
0.00 (0.00%)
Last Updated: 07:35:23
Delayed by 15 minutes
Cambridge Nutritional Sc... Investors - CNSL

Cambridge Nutritional Sc... Investors - CNSL

Share Name Share Symbol Market Stock Type
Cambridge Nutritional Sciences Plc CNSL London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 3.70 07:35:23
Open Price Low Price High Price Close Price Previous Close
3.70 3.70 3.70 3.70
more quote information »
Industry Sector
SOFTWARE & COMPUTER SERVICES

Top Investor Posts

Top Posts
Posted at 17/1/2025 08:48 by thecoyone
The market games that are in play currently are frustrating however the settlement with the Government is a game changer and investors will take note.

The company is materially undervalued and is in a growth sector.

If anyone wants to buy place a limit order, market size is 50k shares, if that is correct they have to deal at advertised offer.
Posted at 17/1/2025 08:01 by yasxii
Gentlemen

Ask yourself why a Spreadbet company and a market maker would increase and notify their holdings via TR1 just 7 trading days ahead of the DHSC settlement.

Do you think that may be to do with short closing, allow the Gracious Fellow to answer that question, the answer is clear YES!

The good news (for holders and prospective investors)) is that 'the short close' has only just started, most likely there are a further 2m-4m shares to buy back in the market.

Sentiment is very bullish here, the broker confirms same, that 'target price' of 10p per share is no longer pie in the sky.
Posted at 16/1/2025 12:15 by thecoyone
Cavendish have commented today on the settlement, suggesting the conclusion leaves the way open for share price appreciation.....


'We believe the uncertainty surrounding the DHSC case had created a significant unfortunate overhang on the share price and, with its successful positive resolution, provides the constructive clarity investors had been anticipating. With the balance sheet now unburdened, we believe CNS is well-positioned to capitalise on its strong cash reserves and forecasted FY25 growth in adj. EBITDA profitability.




With the stock currently trading on an FY1 EV/Sales of just 0.2x, we believe this represents compelling value, considering the level of growth potential that could be unlocked from the fast-growing and lucrative food-sensitivity testing market, which appears to be notably gaining increased mainstream market acceptance'
Posted at 16/1/2025 12:07 by yasxii
Gentlemen

Once again the Cambridge have delivered, the settlement with DHSC announced today was the last remaining legacy cloud hanging over the business, investors now know the YE cash position of circa £5m will all belong to the company and strengthens the business significantly.

The market can now re-rate CNSL accordingly, the shrewd are now buying as Cambridge is materially undervalued, possibly by the tune of three fold.

Remember the period Oct 1st to end March has been telegraphed as strong from a sales perspective !!

CNSL is a Buy.
Posted at 16/1/2025 10:45 by kingston78
On a daily basis a large number of investors land on one or two really exciting small companies, pushing their share prices through the roof. The same thing will happen here. It is a matter of time. HOLD TIGHT.
Posted at 22/11/2024 10:02 by kingston78
Anyone buying into this share will lose at least 11% because of the wide spread immediately. MMs don't do investors any favour. Long term investors only.
Posted at 04/11/2024 13:41 by kingston78
I have done some research into this company. The business has been doing well, so the departure of the previous CEO would not have been a problem because the new CEO is familiar with the business. The new CEO may even do it better. The company is quiet on the PR front. Other than that, I cannot fault it. Let the numbers speak for themselves. Eventually the company will gain more investors' attention.
Posted at 27/9/2024 10:06 by rivaldo
For those without access, here's Cavendish's notes on teir 10p price target:

"Outlook and Valuation

With payback from the operational improvement programmes manifesting in the restoration of gross margins, a return to growth and profitability at the adjusted EBITDA level we reintroduced our 10p target price for CNS at the time of the company’s FY 2024 results in July 2024.

At this price the stock trades on a FY1 EV/Sales multiple of 2.0x which we believe is undemanding given the company’s turnaround into a position where it is now poised to deliver on future growth and create value for shareholders."

They summarise (without even mentioning the £5m+ cash pile):

"Growing a global brand in food-sensitivity testing

FY 2024 represented a transformational year for Cambridge Nutritional Sciences (CNS) as the group returned to adjusted EBITDA profitability, began generating free cash flow and fully rebranded itself as a pure-play consumer healthcare company. With a new-found strategy that is fully focused on CNS maintaining itself as a leading participant in the global food-sensitivity testing segment, we explain the potential opportunity to investors and how we believe the company is well positioned to capture value from what is expected to be a future billion-dollar
marketplace. A line in the sand was drawn after the divestment of the legacy Covid-19 business and investors should now look to revisit the CNS investment thesis, which we believe represents compelling value, given the company’s globally established commercial footprint, market brand and levels of future growth potential.

— The growing opportunity in food-sensitivity testing. In recent years, there has been a monumental shift in consumer awareness and attitudes towards self-care and wellbeing that has seen a transition towards a more proactive approach to personal health management, focused on prevention. In this context, a growing body of scientific evidence supports the importance of maintaining good gut health, and products and services that can improve gut health are expected to be an important
segment of future growth. With food-sensitivity now recognised amongst practitioners as a potential root cause of gut health degradation, the global food-sensitivity testing market was valued at $200m in 2023, representing significant value for market participants to capture.

— Established products with a global footprint. CNS has developed a range of food-sensitivity laboratory and near patient tests designed for clinical use by healthcare practitioners and labs. Having established sales channels through its collaboration with regional business partners, CNS has a geographic presence in over 75 countries, and the company’s flagship FoodPrint tests are now trusted
by more than 170 international laboratories. In our view, this commercial footprint provides CNS with a differentiating capability to grow market share globally and a robust platform to drive expansion into new territories.

— Production issues remedied. The implementation of a number of operational excellence initiatives saw a marked recovery in gross margins in FY 2024 resulting in CNS returning to adjusted EBITDA profitability (£0.2m). We believe CNS is committed to investing in its operations to drive further improvements in existing systems and processes to ensure its food-sensitivity testing products across
the portfolio can continue to deliver profitable contributions in the future.

— Investment thesis. With the legacy, loss-making, Covid-19 business now fully divested, we believe it is time for investors to revisit the CNS investment thesis, which now centres around executing on the growth of the group’s core Health & Nutrition business. We think FY 2024 might be regarded as a watershed year for CNS, as it has seen the resolution of manufacturing issues, restoration of margins
and a return to revenue growth and adjusted EBITDA profitability. With the stock currently trading on an FY1 EV/Sales of just 0.3x, we believe this represents compelling value, considering the level of growth potential that could be unlocked from the fast-growing and lucrative food-sensitivity testing market."
Posted at 12/9/2024 21:11 by thecoyone
Very quiet here, usually a good sign as the company has slipped below investors radar for the time being.

When those investors return, trying to buy in a illiquid market, the share price will respond accordingly.

With £5m cash, no debt, increased turnover/profit, margins, production levels & expanding into new markets, all for a £8m m/cap what's not to like.
Posted at 01/8/2024 14:31 by kingston78
CNSL is a growing company. It is a shame that its success has not generated much enthusiasm to investors. The directors really need to promote the company, trying to get more institutional investors on board.

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