Decent sized buying over the last two days ahead of results tomorrow, I expect that to continue today, stock is very hard to acquire at the best of times but ahead of results it is nigh impossible.
This outfit is so under the radar but a real gem.
Remember £5.4m cash v £8m m/cap & profitable. |
Bought some of these yesterday, looks a prime takeover target given it's £5m cash treasury v it's incredibly low market valuation.
It took a while to get stock but, like today (see 350k buy @ 3.55p), you can sometimes get lucky via a limit order.
Results should be good, if so you should see 5p+ |
People seem to forget there are only 237m shares in issue
The cash position is £5.4m
There is no debt
Annual sales are circa £10m (and rising)
Margins are 60% (and rising)
The company is EBITDA positive
The company is a stones throw away from becoming pre tax profitable
The business is expanding world-wide
The Health & Nutrition sector is booming world wide
Extensive broker coverage offered a 10p target price based of PAST numbers.
What is not to like, the current £8m m/cap is totally out of kilter, it's under radar also ! |
Re-rate only a matter of time.
There were some chunky buy trades yesterday including one for nearly 600,000 shares or £20k.
In the past, as others have pointed out, the share price has risen strongly ahead of the last 3 results statements (all were good) so I suspect there may be some leaks as the documents are passed around various city houses for checking/sign offs etc.
Everything about this outfit has been positive since they focussed entirely on Health/Nutrition with excellent performance operationally.
What will it take to move the share price into a new range, I suspect forward forecasts, that is just what is about to come if you listen to the last live media event.
It can be listened to here, the Q&A session is at the end which reveals a lot. |
I have already had a fairly large holding of these shares, so I have not added anymore although it is tempting. As a matter of fact I tried a test run by adding more shares this morning before it started to move higher, and yet the software platform asked for a re-quote or place a limit buy order. I think MMs are short of stock because these shares are usually lightly traded.
Good luck to everyone. |
Took some last week and today, no brainer at current levels, looks to me that all areas of the business are delivering sales beyond expectations.
The health & nutrition sector is a full on growth model world wide.
What is not to like here with £5m in the bank, sales, margins & profit improving, a m/cap of only £8.3m is bonkers.
This could easily break the 5p barrier later this week. |
Book has moved - just 100k of shares at 3.7p and then they want 3.8p.
Looks leaky, results due Thursday. |
The rise from low to high ahead of the last results was 3.2p to 4.4p, this time could be more impressive only because the stock has become more tightly held.
IG have no quotes available for under 100k of shares currently and want 3.8p for 150,000+, current offer sits at 3.5p
Could 4p be tested today. |
Gentlemen
It may be worth noting that over the last 3 results statements the share price has risen between 20% and 40% ahead of news or on announcement day, further the share price extended the gains two times after the RNS release into the next few days.
The Gracious Fellow has perused the last presentation and measures taken by Cambridge to enhance margins/profit, with management being ultra conservative in their forecasts suggests a stellar set of results later this week.
Hold onto your shares. |
Cambridge Nutritional Sciences plc (AIM:CNSL), the specialist medical diagnostics company focused on promoting a personalised and functional approach to health and nutrition, confirms it will issue its Half Year results for the six months ended 30 September 2023 on Thursday 21 November 2024.
The company has made a mistake. The half year result is to 30/9/2024 not 30/9/2023. This looks like a poor job of copy and paste last year's standard announcement. Doesn't a senior person in the Finance Department review it before releasing this RNS? |
For info...
Most retail brokers are 'at best' on any size currently.
Last time this happened there was a strong % move in the share price |
Those that have kept the faith here will be rewarded I am quite sure of that, the company is so under radar currently.
Plain fact is they are in a booming sector and must be a prime takeover target, the low market valuation is a pure anomaly, the last broker coverage was extensive and their target price of 10p per share would offer a valuation of only £24m.
The shares hit 4.6p in July after the Final Results and I expect another positive move after the Interims are released later this month.
Current m/cap £7.4m verses cash of £5.4m. |
Nothing available online for the 1st time in a long while.
The company has been as quiet as a lamb since the new Interim CEO was appointed but has recently awarded a 'Business Partner of the Year' recognition to a large business based in the Kingdom of Saudi Arabia. It would suggest, as YasXII states above sales are doing well there.
Results should be out later this month, the current price is a great entry point, assuming you can get any shares that is ! |
Gentlemen
Has anyone noticed the large buy trades that continually appear following a plethora of low value sells, these sells appear to be trying to manipulate the share price and have been in operation for some considerable time.
The Gracious Fellow has seen similar activity which often leads to a opportunistic offer for the target company.
Hold onto your shares for dear life, the company may have gone quiet but it appears, if you know where to look, business in the Dubai/Saudi Arabia region is booming.
Expect to see some stellar results later this month. |
Is this outfit about to report results later this month that beat market expectations like they did for the Full Year ?
Having read the last broker coverage it appears all is on track.
Time will tell but these under radar plays often deliver outstanding returns.
Not many AIM minnows have a cash treasury of £5m either. |
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. |
Last two years they were announced on 23rd and 24th November.
I have been adding on the basis that the share price has fallen too far, but on very low volume, also believe the company will exceed market expectations again.
We all know just a few decent buys and the price reacts strongly, now is the time if you want to add or buy in ahead of the numbers. |
Does anyone know the announcement date for the interims? Thanks |
This is so under the radar it is unreal, how many juniors would like to have £5m in the bank.
Not only that the brokers forecast the cash burn to year end will be non existent so that means sales/profit/margins must be going more than well.
All this for a £8m m/cap, when the re-rate comes it will be significant.
Interims are due this month, time to buy !!!!! |
The company is fundamentally sound. It will shine eventually. |
I think the results will do the talking, having looked at the credentials of Carolyn Rand you cannot fail to be impressed, she clearly knows how to deliver and I wonder if she has been responsible for the BOD changes.
It is also interesting how thin the management structure is, the company seems wide open for takeover. |
Gentlemen
Hold onto your shares for dear life, the market will reward, this tiddler has not disappointed from an operational perspective for a very long time now, if you can access the Cavendish note read and digest.
The results statement next month may surprise to the upside, the broker suggests the cash balance will remain circa £5.4m, the company is trading on a EV of only £2.2m, this is a farcical situation.
If funds allow it would be advisable to add to your position, remember the Gracious Fellow has always been on the mark here, readers were advised to buy the lows last October within a month those shares delivered 100% upside.
When this tiddler moves it moves at speed, the 10p broker target was re-instated in H1. |
The float is virtually 100% of the shares. |
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