Cambridge Nutritional Sc... Share Discussion Threads

[broken_arrow1] 11/3/2024 16:06

The book has turned very positive over the session, for the first time for many weeks a large premium is being asked for just £5k of shares.

This moves very quickly in a thin market, traded at 3.2p late Q4.

[yasxii] 16/2/2024 12:05

Gentlemen

The Gracious Fellow has been acquiring more stock in this tiddler, the free float is so small that it is nigh impossible to get a decent slice at the best of times, this will shortly work to the advantage of bulls.

This minnow is so below radar, the valuation anomaly to peers is striking, the Health & Nutrition business has been valued IRO £25m alone.

Currently the market values Cambridge at a mere £6.5m but with £4m in cash how can the enterprise value only be £2.5m ???

No doubt this will soon be trading at multiples of current levels, just wait and see.

Is it time to buy, the modest chap could not possibly comment !!!

[broken_arrow1] 16/2/2024 08:02

This is poised to go on another run up in price, the consolidation around current levels looks to have completed.

The next move is the gap fill to 3.75p, through that and 5p is on the cards.

Just £5k of stock on offer at 2.8p and then the quote moves to 3.1p

The book strengthened late last night.

[silverspoon2009] 15/2/2024 16:43

New orders, new commercial approaches, new partners, new territory in Dubai, all possible, looks very bullish

Posted 1 week ago,

[yasxii] 07/2/2024 11:42

The Gracious Fellow believes the next move will be material based on a number of positive catalysts.

The current low market value of CNSL is unsustainable, readers/investors may look the other way but remember it costs to be stupid the more stupid you are the more it costs.

The Health & Nutrition business has been valued north of £20m, the current market value of this tiddler is barely £6m, of which £4m sits in cash.

[broken_arrow1] 01/2/2024 09:05

IG 'no quotes available' on just 5000 shares !!

[silverspoon2009] 01/2/2024 08:46

This is clearly re-rating on sector recovery/growth prospects/takeover rumours.

The company is below radar and thinly traded, the new team are focussed and dynamic, they are moving into high growth countries with minimal overhead cost.

Look for partnerships, the new BOD appointment is an excellent fit.

The shares are a steal at current levels, assuming you can get your hands on any that is !!

DYOR etc.

[broken_arrow1] 01/2/2024 08:35

Book strength continues this morning, they have just 50,000 shares at offer price of 3p then it goes to 3.08p

For 500,000 they want 3.2p.

The chart gap fill to 3.75p looks on.

[one2go] 01/2/2024 08:01

CNSL are in the right market at the right time, the current £6m m/cap is farcical, according to Forbes the market was nearly 40b in 2019.



Forbes

The global digestive health market size was USD 37.93 billion in 2019.

[broken_arrow1] 31/1/2024 14:25

This is perfectly poised for a major move, the chart has a gap to 3.75p to fill.

Question is what does the recent 500k buyer know ??

No quotes available at offer price, they are asking a premium for any size order right now.

Something is driving this.

[silverspoon2009] 31/1/2024 13:43

Cannot believe this is only valued at £6.5m, they had £4.4m cash quite recently, more importantly revenue/margins/order book are much improved.

The company is in a billion dollar sector, there is no value in the underlying business based on the current share price.

No wonder the shares are rising, fair value must be multiples of current levels, would not be surprised to see a industry competitor bid for the company.

Very little broker coverage but the last I can find had a TP of 12p a share.

[broken_arrow1] 31/1/2024 12:01

No quotes available at offer price, premium still being asked for small quantities.

[yasxii] 31/1/2024 11:28

Good to see some movement again, it is just the start. For onlookers to consider, a post from the Gracious Fellow made in late November.



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.

[stockriser] 31/1/2024 10:18

I think your 1's SB 2's ;-)

[broken_arrow1] 31/1/2024 10:01

IG are now asking 2.92p for just £4k of shares.

Just £600 of stock available at offer price (2.7p)

[rivaldo] 31/1/2024 09:08

I've been buying back into these given the value on offer as outlined by previous posters. There could be very good upside given the cash combined with a growing and global core business recovering nicely.

[dlewis1] 31/1/2024 08:58

Well this will have to run like a broken pipe for me to get my money back. Bought in around 55p or more biggest loser on my portfolio just hold with a prayer and hope that hopefully when I retire I will get back something more than what it is today or what I even paid for it.

[broken_arrow1] 31/1/2024 08:56

Book has just moved again, premium being asked for just £4k of shares now despite the move to 2.7p offer.

Something seems to be brewing.

[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 ??