Collagen Solutions Share Discussion Threads

[timbo003] 21/3/2017 08:44

Good meeting last night, I will scribble a few notes and post them here later today

[1toad] 20/3/2017 13:41

A foot hold over the pond. Good news for toads.

[timbo003] 17/3/2017 08:19

Collagen solutions will be giving an investor presentation at the Rocket Bar (near Bank Station) starting at around 16:30 on Monday, contact Walbrook if you wish to attend. I'll definitely be going along and will feedback in due course.

[pugugly] 16/3/2017 15:34

rollthedice: Thanks was not clear to me from the rns which did not give prior holding and MEMO SELF check prior holdings !!

[rollthedice] 16/3/2017 15:11

Helium % shareholding fell as a result of dilution following listing of the new placing shares on the 7th not because they are 'selling down fast'. If you check last holdings RNS (15/3) the number of shares held remained the same - 13014000.

[interstellar] 16/3/2017 09:44

Who can blame them.

[pugugly] 16/3/2017 09:39

Helium selling down fast - reduced from over 7% to 4.11% - Question Are they likely to sell out completely ?

[1toad] 16/2/2017 16:01

Grabbed mine at the 5p offer.

[elrico] 16/2/2017 00:50

michaelmouse tribute

[michaelmouse] 15/2/2017 07:40

Guess who was attempting to pump this in January:-



and it came to pass that in February there was a massive fund raising. What a surprise.

It's truly a disgrace.

[timbo003] 15/2/2017 07:13

There's also a new interview CEO Jamal Rushdy, talking about the fund raising and future prospects:

[timbo003] 15/2/2017 06:53

There a new video interview with the Hardman analyst on Proactive, worth a listen:


The closing comments on valuation are particularly interesting:

Collagen currently valued with an enterprise value to sales multiple of 1.1X sales. A multiple of 3X - 10X sales multiple would not be unrealistic based on peer group comparisons

[jacobjohn7] 14/2/2017 20:51

Think the forecasts have been scaled back to very conservative and easily over achieved

[jacobjohn7] 14/2/2017 20:50

yeah but its share dilution v's opportunities pipeline. Knew there would be a placing, as cash was teetering. But the money of that qty shows amount of opportunities out there, may end up with lots more in house products than the 3 already in the current short term pipeline.

[timbo003] 14/2/2017 07:53

Forgot to say, I was fortunate enough to procure a few (EIS) shares in the placing. My maiden purchase

[timbo003] 14/2/2017 07:22

Investors subscribing for the EIS qualifying shares in the placing seem to have been scaled back by around 10%, so the placing was presumably slightly oversubscribed.

[jacobjohn7] 11/2/2017 11:17

when the finished devices are complete then this company will be worth a whole lot more. I am surprised a larger company doesnt swallow them up tbh.

[jacobjohn7] 11/2/2017 10:41

thanks timbo.

[timbo003] 10/2/2017 09:23

The slide set from the recent Collagen Solutions presentation at the Shares Mag Growth and Innovation forum (Jan 31st) are now available here:

[jacobjohn7] 09/2/2017 20:34

I agree, but on a positive slant, these are elements not directly relevant to the bottom line, but more to do with increased 'prestige' a share price judges sales figures, the wider perspective and trajectory is judged by the peripheral, the companies standing... But in a tick up sense.. pants announcements...

[interstellar] 08/2/2017 09:05

I must say the quality of the recent announcements is somewhat poor. Attendance at a confrence, award of a studentship, scientific advisory board????- there are only three things that are important- sales, sales and sales not announcements about house keeping. Next thing we know there will be an annoucemnet about the office cleaning contract. If this is the best they can offer us I am not holding out a lot of hope for an uptick in share price anytime soon

[1toad] 03/2/2017 11:13

Thanks jj7.

[jacobjohn7] 03/2/2017 10:44

i bought some at sub 6p to add though.. but I have all these now which is not how it should be done. By Mid 2017 period we should have CE mark news and the 6 years retrospective product assessment analysed, an improved product and all in house and actually ready to go now.. In the mean time get further agreement for supply/partnership in China we will move ALOT.
And also two other inhouse products in the near term pipeline, any of these comes out as news that they are ready to roll out then we move ALOT.
Right news is on the horizon, just have to weather short term bouncing about.. market makers need to make a market.

[jacobjohn7] 03/2/2017 10:38

yeah we would all be rich if we knew that, me likewise but I'm interested in the longer story. We could move up from here substantially on a variety of pipeline news... so you take your chances. I dont like going in wrong direction either... for what its worth...