Cambridge Nutritional Sc... Share Discussion Threads

[one2go] 31/1/2024 08:49

When this moves it moves FAST !

Time to get in.

[stockriser] 31/1/2024 08:49

3.75 could be today ;-)

[broken_arrow1] 31/1/2024 08:23

Recent trading activity is interesting here, a number of large buys have passed through over last 2 sessions, as a result there is no stock available at the advertised offer and the next quote is at a significant premium.

The last time this happened there was a strong upside move in the share price.

The chart gap to 3.75p seems a decent near term target.

[c0cky] 16/1/2024 10:30

Annoying! Why arnt we being allowed to buy these? Only sell! Surely not waiting for brokers note! Nevertheless it bodes good news coming.

[one2go] 08/1/2024 09:49

Concur cannot buy anything online, bid speculation persists.

Waiting for a new broker target price but they have suggested previously the H&N business is worth 3 times the current m/cap alone.

[broken_arrow1] 08/1/2024 08:56

Would add the last chart gap of 3.05p was filled the next one going back to January 2023 targets 3.77p

A screenshot provided.

[broken_arrow1] 08/1/2024 08:38

Looks like this is about to come back to life, nothing available online currently at offer price and a premium being asked for very modest size.

Strongest book since the last run up in price, could it double again ??

[yasxii] 07/1/2024 19:55

Having received a number of PM's from followers the Gracious Fellow can confirm that he is happily holding tightly in CNSL.

It is rare for the market to undervalue a company so substantially for so long, it has to be said the tight float does not help, it also allows manipulators to attack the bid with small financial outlay risk.

Nonetheless it pays to be patient and rewards will come forth, remember recent broker has upgraded across all fronts, the cash position is forecast to be >£4m by end Q1.

The current market value is a mere £6.2m, by mid year it could be triple that.

[one2go] 05/1/2024 15:48

When this moves it really moves, last run up it doubled in a few sessions and looks poised again, next move will be through 4p.

[thecoyone] 05/1/2024 15:09

Looking forward to the next up move here, the last one took the share price to 3.3p but the sector is bouncing off lows and stocks like this can really motor.

I expect a broker note shortly, the last one was very comprehensive suggesting the Health & Nutrition business was worth £25m equating to 10p a share.

Cash £4.3m market value £6m, margins up, sales up.

Buy stocks like this when no-one is watching.

[one2go] 17/12/2023 19:03

Very quiet here, usually a good sign.

Bid speculation continues.

[one2go] 12/12/2023 08:22

YasXII called it 100% correct buying the bottom and suggests it's time to add/buy for the next leg up, mmmmmmmmmmmmmmmmm.

[wealth_creator] 12/12/2023 06:26

There is a background buyer - how do I know - I know !

Sit tight.

[thecoyone] 11/12/2023 15:27

Have been adding, yes the market is thin so hard to get many at the best of times.

Not many AIM minnows with £4.4m cash, £9m annual revenue, substantial counter claim against Dept Health (up-to £10m) moving into growth markets + a possible takeover target valued at only £6m !

A bid would need to be £25m+ or 12p a share.

[yasxii] 11/12/2023 14:47

Remember fools and money are easily parted, some may be happy with a modest trading profit but the real money is made by the patient.

The Gracious Fellow draws attention to a fair period of share price consolidation over recent weeks but the prudent are buyers in a thin market.

Get ready for the next move north, it could be spectacular, some may be happy with 5p a share however that is a minimum view for the experienced eye.

Who wants to join the Gracious One on the next ride up ??

[broken_arrow1] 30/11/2023 07:01

I noticed the chart gap to 3.05p was recently filled, the next one going back to January targets 3.77p

A screenshot provided.

[yasxii] 29/11/2023 11:47

The Gracious Fellow has received a number of requests seeking updated thoughts on this tiddler.

For the benefit of doubt one remains long and expects to see significant value returning to truly reflect recent progress, not withstanding the exceptionally strong cash position.

One notes the broker has re-iterated a view that the Health & Nutrition arm is worth 12p a share alone, well so be it. The interesting aspect was their valuation was waning in Q1 so to have it strongly re-iterated last week seems very satisfactory for the bulls.

Under radar tiddlers can offer outstanding returns, the Gracious Fellow has, once again, found a gem.

[broken_arrow1] 24/11/2023 11:46

Looks like that chart gap of 3.75p will soon be filled, online buy limits are limited, a move through 4p seems on in the near term.

[blackhorse23] 24/11/2023 10:53

Money moved to APH

[tomboyb] 24/11/2023 08:22

Not much online -

[thecoyone] 24/11/2023 07:23

Watched the presentation event last night, very impressed, it was concise and clearly explained the growth opportunities ahead.

The broker note is also encouraging, the cash position is excellent with a uplifted year end target of £4.3m. They re-iterate the H&N business is worth 12p a share.

The shares will continue to re-rating from historically low levels, current market value is a mere £6.5m - with cash IRO £4.5m this means the underlying business is only valued at £2m ?

This is a great investment proposition from a VERY low base.

[yasxii] 23/11/2023 19:41

Gentlemen

The Gracious Fellow has had sight of the latest broker commentary from Cavendish, issued today, it makes a very pleasant read. Stakeholders should be extremely comforted, go on top up a glass, have a well deserved tipple.

# The note reiterates their belief the Health & Nutrition business is worth £25m-£30m or 12p a share, they point to much improved margins as a key indicator.

# They have upgraded the FY end cash balance by £1.2m to £4.3m (previous estimate being £3.1m)

# They point to significant growth potential especially in the US

# They re-iterate the low market valuation as of 23/11/23 - suggesting there is room for 'substantial upside'

# They will offer a new share price target (presumably more than 12p) later this year.


Needless to say the Gracious Fellow will not be selling anytime soon, on the contrary, in fact, the modest chap is inclined to tuck in further.

[carlisle44] 23/11/2023 15:48

Any news on the China front?

[space_dust] 23/11/2023 15:04

Starting to get recognised, 5 bargain shares.