Science Share Discussion Threads

[haywards26] 26/3/2014 20:30

I agree 123ct and looking for an entry in the 140's if possible...

[123ct] 26/3/2014 15:06

I have come across this stock and am wondering what the catch is.

I see profits of £5m, a good recent statement, £22M net cash and a £60M market cap.

I don't like AIM stocks but apart from that they explain their business well on their corporate site and I see a decent market from them.

I like that this bb is very quiet but can someone let me know what I am missing as on fundamentals this appears to be an excellent buy.

[jolomo] 11/3/2014 18:39

Martin, sent you a DM with details.

[hastings] 09/3/2014 19:42

Hi Jolomo, can you pop me your e-mail?

[jolomo] 05/3/2014 17:53

Has anyone seen any brokers notes on these. Last I remember they weren't estimating any eps growth this year.

Martin are you planning to pay them a visit soon?

[hastings] 05/3/2014 13:01

Agreed Sailing John covered these a few times now and they are very much in a great spot. Wonderful asset in Harston Mill too.

[sailing john] 05/3/2014 12:54

Bought in today on excellent results and cracking balance sheet

Nice quiet BB - only one post in 2014 and hardly any in 2013

So I assume off the radar - another plus!

SJ

[el1te] 09/2/2014 22:41

Sagentia Group - What is fair value?

New write-up on Sagentia available below. Feel free to sign up to free email updates via the right hand sidebar and leave comments on the article



Good Luck with your investments

El1te

[hastings] 26/12/2013 17:10

Quiet thread,may be of interest.

[sparkymoc] 24/7/2013 19:28

Decent update, loads of cash, surely with more

[major clanger] 03/6/2013 18:07

SAG downgraded by Investec:

http://www.brokerforecasts.com/news/article/articleId/4606351

[truffle] 15/5/2013 15:36

Nearly 50% of the market cap. is gross cash putting the company in a pretty strong financial position going forward.

[elgordo] 15/5/2013 14:37

Numis reiterates buy on Sagentia Group, target raised from 126p to 142p

[pjhutchy] 15/5/2013 08:31

Good news today. Looks like the company is growing again

[truffle] 08/5/2013 14:35

Rising without trace !
In the space of 8 weeks or so it has risen from about 90p to 112p on what seems to be limited volume or comment.

[oregano] 08/5/2013 14:23

i wonder what is going on here. AGM next week.

[oregano] 04/3/2013 09:59

not alot of detail but scant comment elsewhere.


Sagentia, the AIM-listed, Cambridge-headquartered multidiscipline R&D outsourcing firm chaired by Martyn Ratcliffe, seems to have got itself back on track in the second half of the year after a major US project was suspended in H1 (see here). Although the company returned to growth in H2, this was not enough to mitigate the revenue loss, leaving headline revenues for the year to 31st Dec. 6% down at £22.3m. Operating profit fell more sharply, by 11%, to £3.2m, shaving nearly a point off margins, to 14.5%. However, carried-forward tax losses left EPS 3% higher at 7.5p.
Ratcliffe, should have more time to devote to Sagentia after he steps down as chairman of UK education software and IT services firm, RM (see RM enters next phase as Ratcliffe exits). He remains long-time chairman at Microgen. Despite the share price dip earlier in the year, Sagentia's shares are back trading over 95p, 13% higher than 12 months ago. The company also announced a maiden 1p a share div.

[oregano] 22/2/2013 16:26

a worthy posting, thanks.

[hastings] 22/1/2013 12:42

A good read for those interested.

[oregano] 17/12/2012 15:41

very observant Truffle, I expect that is the scoop.

[truffle] 17/12/2012 15:36

No idea if an update is due, but the company has bought in a large percentage of its own shares over the past month or two at around 85/88 which on the face of it seemed to be a very positive move and implies it has plenty of cash. Also, the volume to-day is made up of a large number of separate/smaller purchases which suggests the shares may have been tipped somewhere.

[oregano] 17/12/2012 15:21

a pre Christmas trading update due?

[tech] 21/8/2012 13:17

Sol out today, better opportunities elsewhere

[tech] 11/7/2012 08:55

Results next week