Science Share Discussion Threads

[interceptor2] 03/3/2012 15:25

Looking forward to Mondays results, should make interesting reading when the following is considered.

First results to see no major dilution, 41,723m shares used last Interims for basic EPS and 44,666m shares for diluted EPS. Previous finals and interims = 33,011m and 24,707m shares respectively.

Last finals SAG had tax credits of £9.0m, and after the last interims appx £8.475m left, which will last for a few more years yet and add quickly to the net cash.

Net cash = £10.1m last Interims, appx 24.2p a share.

£12.0m plus? on monday. 29.0p a share?

ic2...

[cockneyrebel] 02/3/2012 14:21

Results Mon, nice to see these rising in advance

CR

[shammytime] 02/3/2012 14:20

20k buy gone through. £1 Monday :)

[shammytime] 02/3/2012 10:46

Told you so :-)

[shammytime] 02/3/2012 08:52

Nex legs up about to start by the looks of things. Straight to 115p

[greenroom78] 01/3/2012 11:04

SQS - The P/E and PEG look tempting on first and also the ROCE is appealing. Only things that lets it down for me (on first look) are the low margins (under 5%) and the debt. I would need to dig a bit deeper into these.

[greenroom78] 01/3/2012 11:01

Thanks. I missed that. I must have opened the SAG page before that was posted and then not looked back after I posted (my 8:23am post) - still a bit bleary eyed at that time of the morning as blood starts to creep back into the caffine stream.

Am topped up now (caffine)
;)

[cestnous] 01/3/2012 11:01

GR
See Cupra kid post above re SAG

SQS
Huge contract received in Dec. Full year results to end Dec. out 6th March
Concencus forecasts eps of 26.2p this year, up 31% on expected 19.9p for 2011.
The prospective PE of 6.5 fails to reflectthis growth potential, a point made by the lowly 0.20 PEG. Buy @ 169p

[cupra kid] 01/3/2012 10:58

G78 - Shares write up is as per post 382

[bones30] 01/3/2012 10:56

GR78 - just look at the online version - can send if you like.

[greenroom78] 01/3/2012 10:47

Not got my copy yet, should be on the door mat when I pop home for lunch. Is the SAG write up any good?

Will have a look at SQS - thanks.

[cestnous] 01/3/2012 10:43

I hold SAG. Also bought SQS also tipped in Shares Mag. Worth a look imo.

[greenroom78] 01/3/2012 08:23

I've bought back in today after selling before in the low 90s (missed the last top by selling a bit too early), had meant to buy back in the low 80s but cash flow prevented it.

[cupra kid] 01/3/2012 08:17

Sagentia's earnings to surprise

BUY Sagentia (SAG:AIM) ahead of full-year results next week (5 Mar) as this could be the trigger for analysts to upgrade earnings forecasts for 2012 and 2013. The cash-rich research and development (R&D) consultant may also comment on whether it plans to start paying dividends.

Sagentia has surprised the market on numerous occasions in the past few years by saying trading was ahead of market expectations, including at the end of last year (12 Dec '11) with its pre-close update. Analysts raised their numbers for 2011 but left the following two years untouched.

The business has shifted away from  xed-price contracts to agreements that better reward the work it provides. Sagentia is dominant in the medical sector where constituents have lots of cash and are investing heavily in new product innovation.

Management signalled in 2010 it would start to make acquisitions but it has not struck a deal as yet. House broker Numis forecasts Sagentia will report £11.4 million net cash at next week's results. It believes approximately 70p of the group's value will come from cash, property and other assets by the end of this year. This implies the stock is very cheap given consistent earnings growth and cash generation.

Shares says: BUY Sagentia at 87p.

[shammytime] 01/3/2012 08:13

Not long to go before update now, surprised to see these still available below 90p. Iopped up this morning :-)

Stonking numbers to be announced..

[shammytime] 20/2/2012 09:29

Nice start to the morning/week - expecting a run to 100p this week :)

[shammytime] 17/2/2012 09:40

Good to see consolidation. Just a couple of weeks to go before results, these will be at 100p in the next 5-6 days I'd suggest.

[hastings] 15/2/2012 13:14

Nice to see after a quiet few weeks.

[shammytime] 15/2/2012 12:15

Indeed it does. We should be trading above 100p before March 5th

[cockneyrebel] 15/2/2012 11:18

Looking rather hot today.

CR

[hardrider8] 15/2/2012 10:07

bid strengthening again. on weekly trend line here and moving up off 200 day ma. Topped up here

[cockneyrebel] 02/2/2012 14:25

Large trades going through on that tick up.

CR

[cockneyrebel] 31/1/2012 12:27

A few bored sellers today but perhaps that boredom will reverse as the results approach in Feb ?

CR