Sagentia Grp Share Discussion Threads

[jonwig] 12/10/2007 13:45

Thanks PICNIC.
Hard to say.
Normally there'd be a bit of speculative interest in a stock such as this from time to time, but no.

[picnic] 12/10/2007 13:02

Have just checked the SGA price on the LSE website and found a block trade of
3316153 @2.5p dated 3/10/07. Bradshaws holding ?? Anyway this looks like the stock overhang.If it ever gets cleared (500k traded today)you never know the share price might go up!

[jonwig] 11/10/2007 14:40

It is indeed ... I'd have thought the company would have something to say.

[adejuk] 11/10/2007 14:17

ridiculous sp
i topped up

[jonwig] 08/10/2007 08:06

I don't think we'll see many PME announcements for this stock, if only because most days more trades seem to be going through PLUS than the LSE.

There aren't many trading companies (or even VCTs) sitting on a greater than 50% discount to assets.

[elgordo] 06/10/2007 18:31

Nicked from a posting by Jimarillo on the AEX board -

New LSE trading system as highlighted in the pub on TMF by Marben

Sagentia is listed as one of the stocks to be included in the new system that takes effect on Monday

[elgordo] 05/10/2007 21:37

Sounds like an eminently sensible approach, Jon. Let me know when some good news actually turns up!

Looks like there's been a minor re-jig of the website in the last day or so. They've obviously got bored with reading my bulletin board postings about lack of news on SGAI, as they have killed off the www.sgaitech.com website and it now redirects to a "locations" page in the Sagentia site.

[jonwig] 05/10/2007 13:06

Yes, it's showing on PlusMarkets (25k ... ?). Zero volume on LSE.

On the scale of sell, stick, add I doubt the first is on my agenda, as my holding is now worth barely more than £1,000.

The cunning plan is to wait for good news and add before the market notices.
On the other hand, the market seems to have this well covered.

[elgordo] 05/10/2007 12:17

Oh lordy, I saw the drop this morning and went and bought a few more. Someone's clearly very happy to offload them, as I got them at under mid-price (3.85p).

[jonwig] 04/10/2007 10:22

Yes, SGA does seem to be getting business if not (yet) the promised profits.

CMF actually had an 'up' day just recently. They were at the Grove Fuel Cell Symposium in London last month - maybe one visitor was impressed!

[elgordo] 04/10/2007 09:48

In the face of the continued share price decline, at least the newsflow continues -

Enigma Diagnostics Announces a European Commission Award of EUR3 Million to Fund the Development of a Point of Care Platform for the Rapid Diagnosis of Influenza Infections


Sagentia helps BBC launch HDTV channel


And Atranova appears to have a new website


But oh for some substantive news from CMR Fuel Cells, Sphere, Intrasonics, or SGAI...

[jonwig] 30/9/2007 07:48

adejuk,

Thanks. Any more you can add to that, off-board if you prefer?

I thought this would be good ... getting Intrasonics commercialised.
Then I saw the date, over a year ago!

[adejuk] 26/9/2007 15:21

there are problems with sphere, but not insurmountable.
this is still a world beating product and will eventually get to market
now would be a lousy time to float anyway so we have been given a breathing space by the sup-prime problems.
could be ano year or so to market.

[jonwig] 18/9/2007 10:24

NEWPORT, South Wales, September 18 /PRNewswire/ -- Atraverda Limited, a supplier of advanced bi-polar battery technology based in South Wales, United Kingdom, today announced it has entered into a commercial relationship with Vladar, the Ukrainian battery manufacturer.

Much more here:

[elgordo] 05/9/2007 12:17

Interview with CEO of Sphere published today. The timing looks entirely coincidental, as there is nothing of substance and includes some magnificently evasive answers to questions on commercialisation and float. The latter appears to remain a long way off, judging by the following comment -

"We are currently contemplating our next financing, which I suspect we will start to move ahead with before the end of the year."



(P.S. to badday - I know nothing of AMP, I'm afraid.)

[badday] 05/9/2007 11:27

A disapointing, and confusing update really. Amphion (AMP) scertainly provide greater clarity, and morer upbeat assessments of their portfolio, do either of you have a few on them?

[jonwig] 05/9/2007 09:47

A few observations.

Turftrax gets mentioned (I quite liked this when I first bought SGA), and

"Actions are also underway to sell a number of our portfolio holdings which will improve both the trading and cash position of the business by the end of the year."
"It remains the Company's goal to seek the disposal of a number of portfolio
assets by trade sale, license or IPO in the short to medium term."

How much uplift, though? We can but hope.

Of the £3m loss, £1.9m is due to fall in portfolio companies (mainly CMF), £0.4m is reorganisation, £0.2m is from Manage5Nines, which may be initial set-up costs - so these might not recur.

They have a lot to say about M-PESA, which will continue for two more years. Judging by the size of this and its potential for more growth, they ought to be making a lot of money from it, but I haven't spotted any numbers.

[elgordo] 05/9/2007 06:46

Quick read suggests they are trying to say that the worst is over and there is progress ahead. But very little of substance to back this up - no firm progress at Sphere or Intrasonics, decline in consulting revenues year-on-year, SGAI doesn't even get a mention (dead duck?).

Let's hope this means all the bad news is out of the way and "the only way is up".

[jonwig] 05/9/2007 06:16

Interim results ... is it upwards from here?
(But NAV is 8.2 p/sh now, down from 9.7p a year ago.)

[jonwig] 03/9/2007 07:20

ElGordo - yes, it's v3.0 I was reading (came as a Google alert), but when I looked for the link, I got the earlier one.

The lack of updates on Intrasonics caused me to feel it was dead or slumbering very soundly!

[elgordo] 03/9/2007 06:38

Jonwig -

I'm pretty sure that it has been there for a while. Strangely, I don't think it is the most up-to-date version - it is shown as v2.0, but you can see v3.0 at -



It is this document that contains the following statement, that gave me some hope earlier this year that we might see progress soon -

"During the next phase of the company's development plan it will negotiate licence deals and run application pilots with its selected broadcast and media partners. These will lead to commercial launch of the first Intrasonics SLS applications around Q4 2007."

[jonwig] 03/9/2007 05:42

Is the download here (bottom of page) a new one?
It's dated 2007 and has the correct name (Sagentia, not Generics).
Also some of the information is unfamiliar - maybe it's just my memory.

[elgordo] 31/8/2007 14:18

Agreed - let's hope other people come round to our way of thinking in due course.

My concern over the interims is that revenues may be depressed by their previously announced approach to move away from consultancy fees to taking stakes in the ventures they consult on, which gives greater long term upside but wouldn't do the numbers any favours in the near term.

As jonwig says, we should find out very soon - although the interims were announced on 5 September last year, in the previous 5 years they were always out before the end of August.

Oh for some unexpected good news (or even for expected but overdue news, such as progress from Sphere or Intrasonics, or tangible evidence of activity at SGAI)...

[jonwig] 31/8/2007 14:02

It is, isn't it! No volume to speak of, either.
H1 Results anytime, I think.