Science Share Discussion Threads

[bones30] 27/10/2011 15:15

watshot around 2pm-ish.

[hastings] 27/10/2011 15:07

Yes, looks like this could be ready for another upward movement.

[greenroom78] 27/10/2011 14:27

It was this time last year CR.

Worth remembering we are yet to hear from Numis and as we both know from IDG Arbuthnot are renowned for being behind the curve on these small cap forecasts.

[cockneyrebel] 27/10/2011 14:23

Buyers in here today - perhaps a t/s soon now the market is more positive.

CR

[hastings] 22/10/2011 16:31

Cheers for that, be interesting to see what the valuation will be as there is a lot of interest around here in Sphere, i posted an article from the cambridge news on them above. Either way won't do SAG any harm!!

[cockneyrebel] 22/10/2011 16:26

I think they hold 7% of Shere according to the annual report.

Dunno what it will float for tho they are raising £15m.

CR

[hastings] 22/10/2011 16:09

Appreciate your thoughts and comments CR and agree. SAG looks set for a sustained run on recent evidence and news flow. I know the area well and the Mill site must be worth a considerable sum which together with the cash pile is quite unique for a company in the sector. What do you think about SPHERE, set to float, do you know what the holding of SAG is. Not a major point but could be an added bonus?
Then we have the acquisition and merger prospects which appear to be very real according to some around this way. All in all looks excellent value on prospects going forward and the solid financial base.

[cockneyrebel] 22/10/2011 15:54

yep, I think in the current climate many co's are keeping their cards closr to their chest until nearer the period end so that any 'beat' is pretty much nailed on.

The recent contract news and other news from SAG recently bodes very well tho, imo.

CR

[electronica] 22/10/2011 15:46

CR

Last year there was an IMS on the 11th October. My guess is that's it's overdue rather than overlooked - so, maybe, some news soon then.

I've been accumulating & am looking for at least 40% CAGR on the share price over the next 3-5 years.

[cockneyrebel] 22/10/2011 15:28

Nice article hastings.

I've acquired quite a lot of these now and it has to be one of the real growth potentials on AIM that are really undervalued imo.

Should be a trading update before the year end imo.

CR

[hastings] 22/10/2011 09:57

Sagentia sees growth in Emerging Markets Contracts

Company: Sagentia PLC
Sagentia, a global innovation, technology and product development company, today announced continuing growth in emerging markets contracts that sees the company currently working on twelve projects to help industrial, consumer and medical device customers successfully penetrate the emerging economies, including China and India.
Over the past year Sagentia has seen increased interest from customers looking to capitalise on the emerging markets opportunity. Key areas companies are requesting help around include voice of customer research to help determine which products to develop; low cost product development that combines low cost base with innovation; and identifying transfer to manufacture partners.

The company's recent projects include supporting the development of the Enigma ML prototype system point of care diagnostic device. This was part of the RANGER consortium project lead by Enigma Diagnostics and funded by a €3 million grant by the European Commission Framework 7 programme. The rapid, fully automated molecular diagnostic system for Seasonal Influenza is now being commercialized by Enigma Diagnostics and GSK for countries including India, Brazil and Russia.

Sagentia has also seen real project momentum with consumer durables companies, helping take products into the Chinese market. Contracts include a strategic voice of the customer project for one of Europe's largest appliance manufacturers to identify new home appliance opportunities in China; a cost challenge product development project for a leading industrial printing and coding company, and work supporting a Chinese industrial multi-national to innovate new products for its domestic and global markets.

"We see a huge opportunity around products and services in the emerging markets, but the issues Western companies have faced trying to capitalise on it have been well publicised," says Brent Hudson, CEO, Sagentia. "Success hinges on a real market understanding that helps define operational approach and strategy around price point, distribution, usability and how to adapt a product's user interface for consumers in an emerging market. We are working with our customers to help them get it right and capitalise on that all important double digit market growth. We are seeing a very clear upward trend in these projects as our customers act on the strategic need to maximise opportunities in developing markets."

Commenting on the healthcare opportunity in emerging markets, Chris Cotton, Director, China-Britain Business Council says: "In the context of increasing urbanisation, a rapidly ageing population and an ominous rise in cases of non-communicable medical conditions, there is growing awareness in China of the need to improve and modernise the existing healthcare system across the country. The Chinese government has identified improving the quality of healthcare services and harnessing new technologies as key priorities going forward. There are serious opportunities for Western companies who understand how to navigate the challenges that exist in this exciting market."

Sangeeta Puran, Partner, Mayer Brown considers the hurdles presented by the IP and regulatory landscape in China: "For those involved in cross-barrier transfers of IP and technology, the technology transfer framework in the PRC presents certain fundamental differences and raises unique risks. It is vital that Western companies have a clear picture of these obstacles and how to work around them so that they protect themselves long term."

To provide important insights and perspectives into the optimal strategies Western companies should take to capture the full potential of emerging markets, Sagentia is hosting a free seminar with guest speakers from Covidien, China-Britain Business Council, and Mayer Brown. Topics will include how to approach operations, market needs analysis, industrial design and technology transfer issues. Attendees will include Medtech and FMCG organisations that are looking at, or need to look at, the opportunities from the emerging markets as well as industry thought leaders.
The event panel will include:
Graham Philips, Vice President, Corporate Engineering and Quality Improvement Program, Covidien
Chris Cotton, Director, China-Britain Business Council
Luke Raskino, Independent Consultant, and formerly the Global New Business Unit Director, Unilever
Sangeeta Puran, Partner, Mayer Brown
Karl Prince, Technical Operations Manager, Iceni Mobile Ltd
Chris Richardson, Managing Consultant, Sagentia
 
The full event agenda can be found here. If you would like to attend the seminar please contact Sagentia at [e-mail].

[hastings] 21/10/2011 13:17

Some interesting comments from some sound posters here.
Must say, didn't get involved when the share price was in the doldrums, past record wasn't good and rather a complex structure of the business too.
However, have to agree with you guys here in that SAG looks excellent value at these levels. Both on Fundamentals and the new direction that has been adopted.
Some interesting bits below, that may or may not have been posted before, so apologies now if i am merely running a repeat!
One question though, does any holder know what SAG's remaining and diluted holding is in Sphere.

[cockneyrebel] 29/9/2011 11:15

yep, I've been adding too.

£17m cash at the interims, net cash of £10m - that was a £4m improvement over H1 last year - pretty staggering cash generation for a £34m co.

CR

[wjccghcc] 29/9/2011 10:47

Still got mine. Added a few at 76p last week.

[cockneyrebel] 29/9/2011 10:20

Nobody interested? That contract win today is greater per year than the sales growth forecast by brokers.

£1.5m sales growth forecast this year - that £2.1m per annum contract win more than covers that - then there's the other stuff they are winning.

Cr

[cockneyrebel] 29/9/2011 07:54

That's a great contract win, adds about 10% of sales per abbum over the next three years.

When you consider that they are working at higher margins now with the new business model and in h1 30% sales growth boosts operating profit by 100% then an additional 10% of sales id rather good :-)

Trading update soon based on last year.

CR

[cockneyrebel] 27/9/2011 13:00

Trading update 11th Oct last year.

The recent change in adviser to Numis looks interesting too imo, bit of a bigger hitter than Arbuthnot - even if they are retaining Arbuthnot for now.

Some buying going on today.

CR

[oregano] 26/7/2011 16:58

after those numbers, I am surprised there has been no further follow through. however as the chart shows, this tends to move in fits and starts. it is yet to be re-rated and that will surely come as the market realises the relative growth / upgrade profile here is exceptional. a buy and hold.

[cockneyrebel] 25/7/2011 12:36

250K traded today - good volume. Will be interesting to see if brokers upgrade further on the recent upgrades

CR

[calahan] 25/7/2011 09:09

I've also added at 88p. Arbuthnot have upped their target price this morning to 110p.

[oregano] 25/7/2011 09:08

stripping out cash and property this is on 3x EBITDA. profit run rate twice what it was a year ago. and still sounding bullish on the future. an unbelievably good share.

[greenroom78] 25/7/2011 08:20

Amazed they are still under 90p, i've doubled up at 88p.

[matt123d] 25/7/2011 08:19

Very good results, right at the top of the current trend channel here, a break of which will lead to a steeper rise.