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SND Sondrel (holdings) Plc

4.58
1.23 (36.72%)
23 Apr 2024 - Closed
Delayed by 15 minutes
Sondrel (holdings) Investors - SND

Sondrel (holdings) Investors - SND

Share Name Share Symbol Market Stock Type
Sondrel (holdings) Plc SND London Ordinary Share
  Price Change Price Change % Share Price Last Trade
1.23 36.72% 4.58 16:45:45
Open Price Low Price High Price Close Price Previous Close
3.35 3.35 4.55 4.58 3.35
more quote information »
Industry Sector
SOFTWARE & COMPUTER SERVICES

Top Investor Posts

Top Posts
Posted at 22/4/2024 21:09 by researchguru1
POSTED ON THE LSE BB BY SM1


I mentioned in my previous post (of 17th April) that the head honchos of C4X Discovery, Molecular Energies, and Redx Pharma (Clive Dix, Peter Levine, and Lisa Anson) had all swooped-in and picked-up their company’s stock at ‘fire-sale’ prices only weeks after their delisting announcements, and after unsuspecting private investors lost their shirts through panicked sells.

Well, and as if on cue, Sondrel has just ticked that box with the CEO and CFO’s bargain share purchase at 3.50-3.60p per share only 3 weeks after their ‘delisting’ announcement!

And why isn’t this a surprise? The company’s stock, as previously stated, is incredibly undervalued across all industry benchmarks, and probably the most undervalued chip maker in Europe.

But more importantly, private investors have been given the clearest indicator of the material mispricing on display through the cornerstone investor’s funding commitment at 10p per share – WHICH SET A NEW FLOOR FOR THE SHARE PRICE.

And let’s not forget House Broker Cavendish’s Target Price for the company’s shares of 20p per share based on Sondrel’s UK peer group valuation.


In the meantime, private investors should be aware of ROX’s unspoken modus operandi:


• SILVERBRIDGE DELISTING ON THE CARDS AFTER UK FIRM POUNCES (April 2022)

"The deal must be concluded by 31 August 2022 – including receiving the necessary regulatory approvals. Also, SilverBridge must have applied to the JSE by this date for the termination of the company’s listing on the bourse’s main board."





• SILVERBRIDGE TO REMAIN LISTED AFTER ALL (June 2022)

"Technology services company SilverBridge will remain listed on the JSE after all, after its acquirer, UK-based ROX Equity Partners, agreed to waive the delisting requirement in its offer. ROX has waived several other conditions, greasing the wheels to the conclusion of the buyout – pending mandatory regulatory approvals."





“Everyone has a will to win, but very few have the will to prepare to win.” (Vince Lombardi)

Make sure you are part of the few. This stock (share price) will look very different in a very short space of time.

AIMHO

.
Posted at 17/4/2024 07:58 by researchguru1
POSTED ON LSE BY SM1

Sorcerer, your description of Sondrel as a business with “market leading capabilities, contracted future revenues of $200m, and a strong sales pipeline in a pivotal growth industry”, is bang on the money.

The company’s ultra-complex chips offer significant scale improvement when it comes to latency, privacy, security, and increased efficiency; making it one of only a tiny handful of companies out there that are able to do this, and which explains why Elon Musk’s brain implant start-up, Neuralink™, called on the company for its expertise in designing its brain chip.








Now, let’s just think about that for a moment. Why has a $5 billion-capped US biotech sought assistance from an off-the-radar British nano-cap? What kind of expertise does it have that is clearly out of the reach of the thousands of US chip makers accessible to Elon Musk? And what’s the inherent value of this expertise/business?

The answer to those questions is the reason why institutional investors Otus Capital Management (7.28%), Joh. Berenberg, Gossier (4.66%), Herald Investment Management (4.16%), and Lansdowne Partners (4%) are still here, and why an estimated 17% of the stock is currently held by private investors.

But a £3.3m market cap (3.85p per share) simply does not cut it!

Which is why I remain fully invested because, as you rightly put it, there are several possible outcomes here; some pretty spectacular, but none that is likely to value the business anywhere close to where it is today.

And a quick glance at the recent ‘delisting stocks’, and how they have performed since their delisting announcement, paints an interesting picture of a fast-evolving, private investor perception of these stocks. Put simply, nearly all the stocks have staged a strong recovery meaning that, private investors are prioritising value over exploitative ‘engineered fear’ by some greedy actors within those businesses.

Take C4X Discovery, Molecular Energies, and Redx Pharma for example; a week after their delisting announcements, the head honchos (Clive Dix, Peter Levine, and Lisa Anson) swooped-in and picked-up stock at ‘fire-sale’ prices, and after unsuspecting private investors lost their shirts through panicked sells. Utterly reprehensible! But that is capitalism for you. And the stocks are now trading significantly higher than their ‘delisting’ trade prices, despite inching closer to delisting. This means that, investors are now prepared to hold privately marking a significant step change in the investment culture.

So private investors are not going to fall for the copper-plated nonsense being spouted by some of these greedy actors who want to steal the business under their noses.

And Sondrel, which is incredibly undervalued across all industry benchmarks, and probably the most undervalued chip maker in Europe, is going to trump all these companies and change the narrative. Watch this space.

And yes, I agree – this is what makes the current situation with SND so interesting.

AIMHO

.
Posted at 11/3/2024 07:36 by cyberbub
Raising equity is never welcome, but if all/most of it goes to a single strategic shareholder then they won't be selling for a quick 10% profit like many so-called 'investors'. Rox must have done substantial due diligence about Sondrel's business model and financial prospects, so that gives some hope, to me anyway. I did decide to buy in on Friday for that reason... GLA NAI etc
Posted at 08/3/2024 18:11 by cyberbub
I suppose that investors may now be working on the assumption that there are 150M-odd shares in issue, and valuing Sondrel on that basis. I note that Ensilica currently has a market cap of around £60M.
Posted at 08/3/2024 17:03 by john henry
Placing shares will go into save hands. pretty much zero will be flipped.
Investors will start focusing on recent contract wins once funding is secured.
My guess is the BOD will participate quite heavily into the funding@ 10p
Posted at 06/3/2024 08:30 by bumpa33
this is an interesting play now from here assuming all the stuff in the RNS gets done. 10p base line drawn, sufficient cash to break even (they say!) and a long term Angel style investor coming onboard…
Posted at 27/2/2024 07:44 by jnbrw
The main guy here knows what he is doing. I would not be surprised in the least if there is no equity fundraise and just short term overdraft. Company is winning contracts all over the place and the Elon Musk/ Tesla/ Neuralink news is bringing the company and its quality products to the attention of new investors .
Posted at 09/2/2024 08:56 by slicethepie
Poor advice has got them into this situation. They are surrounded by advisers who only want fees and have no interest in the company. Unfortunately very few institutions invest in companies this small and the advisors don't know how to target hnw investors who are probably the source of capital for them
Posted at 08/2/2024 14:40 by cyberbub
I think that the company may have to raise £10m at 8-9p in the coming few days. But that's just my thoughts, I don't claim to have a crystal ball. If investors think the company has excellent prospects they might even be able to raise at a premium, but premium placings are rare in the current rubbish markets... I'm keeping an eye out anyway...Good luck all, no advice intended etc
Posted at 08/2/2024 12:41 by 74tom
Loss of £0.6m? Not according to the 10th Jan RNS;

"As a result, reported FY23 revenue is now expected to be materially lower than previous expectations* at approximately £10m. There will also be a corresponding impact on reported FY23 loss before tax due to the delay and also the additional resources and cost in advancing the project.

* Current consensus analyst forecasts are for FY23 revenues of £13.0 million and an adjusted loss before tax of £6.0 million."

They lost £1.8m in the first half alone and that was inclusive of a £1.3m R&D tax credit.

Bearing in mind they raised £20m in the IPO, I find it hard to believe none of those investors will be willing to double down. However, if they do intend to support the company they are definitely playing hardball.

May mean they have to go down the Peterhouse special route, placing flippers and all. Certainly not one I'd want to hold overnight given goings on at the likes of Rua, HE1 etc...

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