Sagentia Grp Share Discussion Threads

[adejuk] 06/6/2007 06:24

further proof if needed that all is ok. looks v cheap.
i think i will take some more, my final punt, today

[jonwig] 05/6/2007 15:30

Overwhelmingly 'buys' today both on LSE and PLUS.

I'm inclined to follow you, adejuk, but would like some feedback from Roy (post #90) before committing for a third time. (He is an Accountant, but I am N't.)

That is, if 5.24/5.25 is still available.

[adejuk] 05/6/2007 15:24

could not resist.

took ano slice

[jonwig] 05/6/2007 13:30

Sorry for off topic but how did you know he had only posted twice?


Hi, Roy.
Send me an e-mail from TMF and I'll go through the proc.
I can't find a recent post of yours over there - you'll find me on the *Gardening* board fairly recently.
Makes good sense?

[25october1969] 05/6/2007 11:45

Sorry for off topic but how did you know he had only posted twice?

I bought in here in 2005 at 12p as an asset play and have not really paid much attention to it since apart from watching my investment being washed away. I am waiting on a hard copy of the Accounts, I hate working off on-screen Accounts, and will run through the numbers properly and then try and set up a meeting with Mr Frost to see how things are or are not. I presume he is approachable. Many years ago I was interviewed by Chris Masters for a job and I did not get it, so I will avoid him.

I was attracted again by the director buying but if memory serves me that was one of the things that attracted me in 2005, that and the commerical property which I felt gave fairly good protection on the downside

To finish off topic I sold out of PRV close to the top last year but have been buying in again in advance of the interims on 26 June. I think there is a possibility of some movement in view of contract wins and their enviromental strengths

cheers

Roy

[jonwig] 05/6/2007 11:20

Hello Roy, ...

yes, I have an aversion to people who post anonymous scare stuff. And that particular one had set up a user id for the purpose.
As for CORO, I came across the educational software packages in a professional capacity and have always kept an eye on progress.

And as for this one - well!
With the number of ideas they throw out (shower fittings, Hornby toys, fuel cells, medical diagnostics, horse-racing stats, etc., etc.) we'd think they would have figured out how to make a profit.
Though as an asset play, definitely attractive.

Regards,
JW

[25october1969] 05/6/2007 11:07

Hi Jon - thanks for your post on the coro thread

Just reduced the overhang by 2 lots of 250k, not showing yet They had not sent me the annual report and a read of it this morning plus director buying persuaded me to buy some more and average down

[adejuk] 05/6/2007 10:58

2mill shouldn't take long.

[adejuk] 05/6/2007 10:51

jon - 5.24.

[jonwig] 05/6/2007 10:13

Ah ... good news again.
The 200,000 I referred to:

On the 5th June, 2007 Martin Forster, a non executive director and the Company
Secretary of Sagentia Group AG, informed the Company that on the 4th June 2007
he purchased an additional 200,000 shares of CHF 0.10 each in Sagentia Group
AG at 5.30 pence per share. His total holding of CHF 0.10 shares now stands
at 1,499,400 shares.

[jonwig] 05/6/2007 10:10

adejuk - was it 5.25p?
I suspect these mid-price trades today are buys, and there was a decent-sized buy yesterday (200,000 @ 5.3p).
So we may have light at the end of the tunnel, though the MMs have around 2m shares to dispose of ...

[adejuk] 05/6/2007 10:05

confirmation - i'm in for more.

[elgordo] 31/5/2007 15:45

I'll clutch that straw! I was mulling just yesterday that such a steep fall in share price for no apparent reason would ideally lead to directors' purchases, because without them the inference is that the much reduced price is appropriate. Whilst Frost's purchase means there is unlikely to be earth shatteringly good news on the horizon (if he was aware of such impending news, he would be constrained from buying), it does suggest that he sees the company as good value at its current level. Straw clutching ended.

[jonwig] 31/5/2007 15:31

This should be of merely passing importance, but we're clutching at straws:

On the 31st May 2007 Martin Frost, Chief Executive Officer of Sagentia Group AG,
informed the Company that on the 30th May 2007 he purchased 68,549
additional shares of CHF 0.10 each in Sagentia Group AG at 5.26 pence per share.
His total holding of CHF 0.10 shares now stands at 295,797 shares.

[jonwig] 25/5/2007 15:51

That's what did the damage - sale of 1m @ 4.75p.
Was being worked over the past few weeks, maybe.
And two sales of 0.5m @ 5p just reported.

I suspect a determined seller in the market. If it's just the one, he's unloaded nearly 1% of the total in existence today.
Anyway, must be desperate if he can't find takers off-market.
Who knows, we might get a Holdings RNS.

Anyway, if that's all it is, we just need patience.

[jonwig] 24/5/2007 18:10

ATRAVERDA

"This technology is expected to hit the market by mid 2007 and we are confident it will make a huge impact on our target markets."



"The simplicity in construction coupled with increased efficiency and maintenance-free structure has tremendous market appeal and has already secured initial users and partners for this technology.

Atraverda is in the process of signing more such agreements with leading battery market participants across all geographic regions. These agreements will globalize this technology, thereby ensuring improved efficiency and performance of MLA batteries in all motive power applications."



"As the company motors towards flotation or trade sale,..."

[jonwig] 24/5/2007 13:36

Well, so we've both added, ElGordo!
I suspect "a seller" is in the market, in which case patience is required, and the willingness to add yet again if required.

I hope the Board realise that a company which advises other companies on such things as "innovation" can't afford to carry a market valuation such as this!

Actually, I've been here before, with an investment company called SovGem [SOV] which was trading below net cash, and a few of us doubled our money in a matter of months.

[elgordo] 24/5/2007 11:02

Blimey, a tick up, and after I bought a few more this morning too. Not that I can make any claims to good timing, having also bought a bunch in my ISA in mid-April.

Maybe the rot's stopped for now, but if not I agree with jonwig that it may be getting close to the point where the company would need to issue some kind of update regarding the precipitous decline.

[jonwig] 24/5/2007 08:07

More big sales to show later, I suspect, since no volume reported as yet.
At least we're near the point at which the company ought to be issuing a statement about the share price movement.

[jonwig] 23/5/2007 15:38

• NAV of investees probably around 9.4p/sh.

• Valuation of four investees with maybe biggest potential:

CMR (mkt) .............£3.0m
Sphere (bvc) ..........£1.4m
Sensortec (bvc) .......£1.2m
Atraverda (bvc)........£1.4m ........ Total £7.0m, or 3.2p/sh.

• If Autopad generates the upper limit of £10m in royalties, that's potentially around 2.5p/sh post-tax. [£1.7m already received. Discount remainder over 5 years at 10%.] - "development contracts for our Autopad(R) technology are progressing well" - says Chairman of TTG on 16 May.

• They are committed to returning Consulting to profitability. If they can't, Catella AG will be close to losing patience, with the possibility of restructuring to release value.

So I've just bought some more shares in SGA.

EDIT: That 100,000 T trade at 5.5p may have done the damage, as it's been worked over several days I suspect.

[adejuk] 21/5/2007 16:40

jon, i've just switched isp and have not yet set up my mail account
prob by wednesday

[jonwig] 21/5/2007 16:00

We're involved here, see paragraph 4:

[jonwig] 20/5/2007 10:01

The link in El Gordo's post on 1 May (CEN Interview with Dan Flicos) might have something to do with the slide - the share price was 7.5p then and has fallen most days since.
For example:

"In 2004/5, after a very bleak period, the consulting side of the group achieve 35% growth, but stood still last year, not even breaking even, and does not expect to do much more than this for 2007."

"Future growth should be helped by an increasing move towards risk-sharing with clients. "In the past, we did this with start-ups," he says, "but now the larger clients are asking us to do the same, and I don't think it is so they can get cost-savings, it's more about alignment of objectives, ..."

Actually, a small profit on Consulting in the current year would be quite positive, as I'm sure the market is expecting more losses.

On the asset side, Sphere could certainly do the biz - and the market's appetite for decent IPOs is currently very strong!
I'm actually quite enthused about Cap-Track, the 'electronic dipstick', but have no idea about how much we could get if it were widely adopted in the industry.