Lifeline Sci. S Share Discussion Threads

[affemoose] 12/10/2011 11:53

An email I sent to LSI. Needless to say, I didn't get a response. And outlines why even the blatant ramping of RHPS (TB owns LSI himself) will fail to bring me back to the fold as a shareholder:

I sent to to the CEO and CFO

Good afternoon,

I hope you don't mind me reaching out to you. Please view these comments as an attempt to have an open frank dialogue.

It is with regret that chose to exit from Lifeline shares shortly after your annual results a few months ago. The reason is simple - I knew there would be no news flow (history has proven that), low volumes and the price would drop - I was correct but from a corporate responsibility to shareholders - it is relatively easily solved:

1. You are too illiquid - a 1:5 split would work wonders for you, increase the owner base, get more PI's in (the lifeblood of liquidity) etc etc
2. Your news flow is begrudging to say the least. News breaths life into share price, many companies understand this, it would appear that Lifeline does not. or doesn't care. Surely you have hit some milestones in the last 12-24 months that would have warranted an RNS? Instead all we see are regulatory announcements. I know that the next thing of any interest to me will be the half year results.
As an example, look here ( )and see when the last non trading update/results RNS was???? I'll tell you - Lifeline Announces CTS Grant Award
17, August 2009 . 2009 - Surely something positive has happened since then that will inform your shareholders and wake up the wider market?
3. Visibility. the only way I ever heard from you was via a tip sheet, not through your own marketing, brokers activity etc etc. Increasing numbers from the tip sheets are disappearing as shareholders due to reason 1 & 2 above. Your AGM's are in Illinois - nobody in London has any reason whatsoever to get enthused by you, or to have heard of you. Can you have an open day in London perhaps? rent a room in a hotel in the City, and invite all comers, do some PR talks to some of the high profile organisations like Motley Fool, Sharecrazy, Interactive Investor, The Right Side, Brokerman Daniel etc etc?

I would love to see Lifeline in my portfolio in the future, and as a business it has a great deal going for it. But your present company approach to the markets and your shareholders is simply not allowing true recognition of value, and without value being recognised, it will not be a good investment.

I know the markets are tough at the moment, but I believe you have dropped more than necessary because of the points above. look at the volumes of shares being traded - they are tiny.

I hope that you manage to get sound(er) broker advice to address your current (unnecessary) malaise.

Yours

XXXXXXXXXX

[2vdm] 03/10/2011 08:04

Good write up in RHPS yesterday but this has been one of his favourites for some time

[envirovision] 08/9/2011 16:36

This could be £4 in a few years imo.

[2vdm] 08/9/2011 10:21

I agree. It's just the overall market that has kept the price down here. I'm in at 220p, but quite happy to hold long term as this will get back up there again

[envirovision] 08/9/2011 08:10

Everything on target this year plus upbeat comment regards sales to emerging market. Latest version of the kidney transporter now lighter with better controls also now available with GPS. Liver transporter should be launched next year.

[ddav] 13/5/2011 10:19

That's better --- they have corrected now!!!

[ddav] 13/5/2011 10:01

Prices shown are lower than current price --
I just bought two lots at 218.3p -- not displayed!!!

[affemoose] 12/5/2011 21:52

Scrutable - I agree with ALL you have said with the exception of:

'cashless transfer of items across the accounts'

As I do not understand this, and it is having a major impact on one of the key indicators (EPS), it makes me jittery.

What does 'cashless transfer of items across the accounts' actually mean? What is a Warrant write down?

[scrutable] 12/5/2011 08:17

I am not at all concerned with the cashless transfer of items across the accounts, but mainly with the profitability of the business and very rapid building of infrastructure, adding which will underpin predictable future sales increases at low risk.

The key facts IN ORDER OF IMPORTANCE are:

* substantial marketing development with footholds gained(in probable descending order of magnitude): CHINA ,BRAZIL, FRANCE, SAUDI ARABIA, UK, ITALY, SWEDEN, POLAND, CZECH REP,

* 40% increase from 30 to 42 units sold

*capitalisation of only £17m yet operating income up by 61% from $2.82m to to $4.53m

* operating cash flow up by 179% from $1.53m to $$4.27m

* cash at the bank up by 261% from $3.07m to $11.07m

* total sales were up 28% - not at all bad but not as good as hoped for

* development of Lifeport Liver Transporter

* China, with a population 2.5 x those of Europe and the US combined, is adopting a Western style approach to organ donation. The health budget there was increased by an average 14.2 % adding $80 billion to it between 2009/2011.

The only downside risk I can see is that development of the liver Transporter may be more fraught than is in the price. I doubt whether success with this next stage will come easily and cheaply, and without risk. However with diabetes a mass epidemic destroying kidneys at a furious rate, the existing kidney based business could grow and grow for decades

This is not a company which has much to say - it is almost taciturn,. Even the AGM in June is being held on June 16 at Itasca, Illinois, so not many of us will be there. - but IMO this an investment of low volatility, which you can put in a drawer and forget. This business has universal appeal. Demand is not going to fluctuate with the economic cycle, and the top slice of society which always seems to defy economic gravity will, however high the cost of food or fuel, always have money to save its own life.

Finally there is an acute global shortage of viable organs for transplantation
and this company's products makes far more of these organs available - increasingly so as their research and development achieves similar results for human livers, pancreases, and goodness knows what other bits.

At 60% /pa stable growth for a technically based and proprietary global product and service, in substantial deficit as far as the eye can see, this is an even better bet for investors than it was last year

[affemoose] 11/5/2011 11:35

Hello all!!

Warrants....


I'm not happy with the peformance of this share lately tbh. And i'm not reallt that happy with the 30% drop in EPS compared to last year....but I have a feeling that there's a 'BUT' in here somewhere.
I'm not sure that I understand the hows and why of un-exercised Warrants being counted against profit. Is there anyone out there who can explain? As far as I can guess, no cash flow Out has taken place, but I don't really know.

I hold this one for a few months now, though I did top up on the recent dip. All this time, I've thought I was alone looking at LSIC BB's - anyone got any ideas about why it is trading under the ticker LSI wheras my broker, Yahoo, Google etc all return 'LSIC' when you search the company name?

[envirovision] 09/5/2011 07:57

Commenced commercial development program for the LifePort Liver Transporter - currently anticipated for market availability in 2012

This is excellent as well, clearly the trials have all been a success.

[stegrego] 09/5/2011 07:54

OK, so the warrants issue caused 2 million to be taken off profits. Also, tax up half a million.

I make it around 20c without the warrants alteration, which is more the actual picture.

Not bad considering they are now paying full tax from minimal.

11 million cash.

[sailing john] 06/5/2011 15:54

Added 2k earlier today
Expecting a positive outlook statement with new markets.
GL - SJ

[daicaprice] 06/5/2011 15:50

Just had to pay 198.5 for 500.

DC

[2vdm] 06/5/2011 15:16

Be interesting to see what rhps put out tonight. Topped up yesterday at 191p, well inside TB's figure (which I believe may be a bit high), although I would be happy to be proved wrong. Hopefully there will be some comment about progress in the Brazilizn and/or Chinese market when LSI are due to report next week.

[2vdm] 28/4/2011 17:38

RHPS put this out this evening:
"Lifeline will be reporting its annual results on Monday May 9th. The share price has been edging down in sporadic trading, but following the very encouraging trading statement in January I shall be disappointed if these results do not paint a positive picture. BUY UP TO 250p"

[doctorjohnson] 27/4/2011 17:21

www.ShareSpeculator.com

[narfolkboy] 13/4/2011 22:07

Seems strange to see this falling so far given last trading statement.. is there new news or is it just inactivity boredom ??

[envirovision] 04/2/2011 09:51

can you get me a copy?

[takeshikovacs] 04/2/2011 09:17

Seymour Pierce have a research note out this morning

[pejaten] 28/1/2011 14:03

SHARE TIP SUMMARY:
Buy

Trying to find value in the shares of medical devices companies could be difficult this year as healthcare investors, and particularly venture capital funds, have built up holdings to offset underperforming pharmaceuticals shares. That said, Lifeline's shares are rated a touch below the healthcare equipment sector of 14 time earnings and, if growing revenues stream into profits, sooner or later investors will start to notice. Buy.

[envirovision] 28/1/2011 12:49

i will link it here.

[stegrego] 28/1/2011 12:43

ADVFN doesnt register news for LSIC nor does Investegate, so may as well stick to this thread.

I dont think its another listing as such, just a different share type.

[envirovision] 28/1/2011 12:35

I own both, i would have thought its a waste of money to maintain 2 listings, an awful lot of paperwork and stock exchange + regulatory costs which must be duplicated and thats all money down the drain.

I have set up a LSIC thread.