Cambridge Nutritional Sc... Share Discussion Threads

[broken_arrow1] 22/4/2024 14:30

They would have you believe there are plenty of shares free to buy, there are not, a premium being asked already for size despite the wide spread.

Over the next few sessions I can see the share price breaking and holding above 4p with the next move 5p+

[kingston78] 22/4/2024 13:25

All positive numbers. You don't find many companies reporting such as positive trading statement. The company will grow on its own, or be taken over by a larger group. Either way, I am a happy shareholder.

[thecoyone] 22/4/2024 12:21

My understanding is it is being strongly contested and CNSL have also put in what they describe as a very significant counter claim.

CNSL legal advice implies they have no liability to repay it, on the contrary in fact. The Gov have not been responding to CNSL so that in itself is a sign they (the Gov) are potentially liable to pay damages, I have followed this matter extensively.

So far the new team at CNSL have hardly put a foot out of place.

[mdw1] 22/4/2024 12:09

What happened to the repayment of the £2million government loan for Covid testing equipment?

[rivaldo] 22/4/2024 11:25

A very encouraging trading statement, and way ahead of Cavendish's expectations:

- £9.8m revenues compared to £9.0 forecast
- £5.4m cash pile compared to £4.2m forecast
- gross profit of over £6m compared to £5.6m forecast
- positive EBITDA compared to break-even forecast

Plus this year "has started well with good momentum going into the first quarter with a healthy order book".

Pretty good for a £9.1m m/cap company at 3.85p

[space_dust] 22/4/2024 09:51

Takeover target IMO.

[one2go] 22/4/2024 09:47

Still can't buy a stitch online and no wonder given todays update.

How many AIM Co's exceed market expectations, profitable, have £5.5m in the bank and are only valued under £9m.

Can't think of many.

[yasxii] 22/4/2024 09:08

Gentlemen

Bide your time and relax, the market will catch up.

It is very clear the company is in a dynamic growth phase, a new market has been
added, namely India, they are also expanding in the US and Middle East, already established in China and Europe.

I ask how many Health & Nutrition businesses offering such opportunity are valued sub £10m with a EV of less that £5m.

The revaluation of Cambridge will continue by multiples.





N.B.

Remember fools and money are easily parted, the fools today are the sellers.

[broken_arrow1] 22/4/2024 09:01

IG are all over the place, currently a premium being asked for just £3k of shares.

Book is exceptionally strong, looks like the update has caught the market out.

[one2go] 22/4/2024 08:58

They have closed down online buying, dirty tricks.

This is going far higher.

[stockriser] 22/4/2024 08:43

The news came out late at 0821hrs - Although it's risen 18%, the market has not even started to react yet ;-)

GLA SR

[silverspoon2009] 22/4/2024 08:41

Shocked how good these numbers are the cash position of £5.4m alone is fantastic.

Brokers will be revising their forecasts, this company is in full on growth mode, shareholder value is being created in droves.

The stock is dirt cheap at current levels.

Only £8.8m m/cap is balmy.

[thecoyone] 22/4/2024 08:34

Currently selling on less than 1.5 times earnings.

Stock should be priced north of 9p

[one2go] 22/4/2024 08:31

WOW what numbers, this is going to fly higher.

Cash £5.4m with m/cap of £8m !!




Highlights:

· Revenue expected to be £9.8m (2023: £7.5m) representing 30% growth.

· Gross profit margin of c.62% (2023: 47%)

· Gross profit to exceed £6.0m (2023: £3.5m) representing c.70% growth.

· Adjusted EBITDA1 expected to be positive (2023: loss of £2.0m).

· Free cash flow positive (2023: negative) with a net cash balance of £5.4m (2023: £5.1m).

[stockriser] 22/4/2024 08:30

Fantastic RNS ;-)

Well done CNSL.

GLA SR

[yasxii] 22/4/2024 08:28

Double digits may be coming sooner than later given this update !

Never ignore the advice from the Gracious Fellow.

[yasxii] 22/4/2024 08:14

Gentlemen

Has it dawned on holders/followers of this outfit that company silence can only be deemed as exceptionally positive, it clearly suggests they are well on target to meet market expectations, this is very good news indeed.

The next operations statement is not a million miles away, remember the market is forward looking, the timeline to acquire a meaningful tranche of stock is limited.

Does the Gracious Fellow believe the share price will be in double digits by year end, the answer is a very definite yes.

Those broker targets of 10p to 12p remain and quite rightly so.

[m1sterx] 12/4/2024 07:58

One to watch for sure, under radar stocks like this can offer outstanding gains.

[thecoyone] 11/4/2024 15:17

Whats not to like....

[thecoyone] 11/4/2024 15:16

Worth a repost for prospective investors


Main reason for the value discrepancy is the company is massively under radar and just goes about it's business.

[one2go] 11/4/2024 13:48

Nothing much online, 4p/5p coming soon.

[thecoyone] 11/4/2024 13:21

The shares have consolidated nicely above 3p, I am expecting another upside move soon enough, investors must consider the fact that this company is very well received within the sector they operate.

Remember the cash position remains above £4m, established revenues are circa £10m and growing + they are expanding into new markets.

Last broker commentary had target prices around 10p a share, only 237m shares issued.

[broken_arrow1] 05/4/2024 15:23

Can confirm the above, just 50k of shares left at offer price then it moves into premium territory.

The book has strengthened this PM.

[silverspoon2009] 05/4/2024 15:01

Something is brewing, they only have 50,000 shares at 3.5p then they move to 3.8p.

The company is exhibiting at a number of prestigious industry events over the next 4-6 weeks.

All commentaries on the Health and Nutrition business are exceptionally bullish with double digit growth forecast, that is what CNSL are in !

Cash £4.4m v market cap £8m, revenues £10m pa and growing.

4p+ will be arriving here shortly.

[broken_arrow1] 03/4/2024 08:13

This looks poised to move again, one market maker on 3.8p offer, just £3.5k of shares on offer at full price currently.

A break through 4p looks on.