Science Share Discussion Threads

[anumidium] 17/12/2016 09:23

We may be getting a bit of boost from the OPEC news as well.

[oregano] 15/12/2016 15:56

the company and Ruffer have been sucking all loose holders out. As per the last trading statement, currency is helping, and MR will do with Leatherhead exactly what he did with Sagentia. Lots of upside.

[elgordo] 15/12/2016 15:28

Tantalisingly close to regaining highest price since the move from main market to AIM back in 2008. Could this be the first time in living history that share buybacks are actually benefiting shareholders?

[anumidium] 12/8/2016 19:42

Thats a novel concept!

[oregano] 08/8/2016 15:42

I hope it reflects the company's prospects!

[anumidium] 04/8/2016 21:36

Hopefully the decision to buy at these levels reflects MRs valuation of the company.

[oregano] 03/8/2016 09:28

a very odd share buy back. buying tiny clips at the offer price is walking the shares up. Not unhappy, just not usual behaviour from MR.

[truffle] 20/7/2016 19:27

One million shares repurchased is a good sign. Good use of spare cash at these levels

[anumidium] 14/7/2016 23:00

They have often remarked on the positive effect of weak sterling on past results / commentary

[truffle] 07/7/2016 18:50

It seems from last year's annual statement that over 50% of group revenue comes in the form of US dollars and euros which might explain the recent rapid recovery in the share price

[anumidium] 06/7/2016 01:09

Back in here. A bit of a Brexit bounce in progress, it seems.

[elgordo] 07/3/2016 13:12

"Science: Mixed results mask value" -

[b3842517] 03/3/2016 08:50

Rather underwhelming results.

[battlebus2] 01/3/2016 23:32

Results sneaking out on the 3rd.

[elgordo] 29/11/2015 17:39

Duplicate post

[elgordo] 29/11/2015 17:36

Article in Business section of Today's Sunday Times abut Leatherhead Food Research about "hollow sugar crystals". No specific indication of how this is adding to their revenues, but good to see the publicity and reiteration of their leading role in food research space.

How sweet: sugar with a non-fattening centre

[battlebus2] 12/11/2015 09:57

Not sure what to make of this mornings news, it looks like a longer hold before we see any returns from synergies from Leatherhead while the rest of the business ticks along. Not sure what the 7 million spent on property will mean to the increasing dividend.

[hastings] 19/10/2015 14:17

hxxp://www.cambridge-news.co.uk/Sagentia-works-innovative-molecular-imaging-help/story-28011560-detail/story.html

[sailing john] 18/9/2015 18:19

Jombaston - Fair analysis imo
Just needs market to catch up with events now
SJ

[jombaston] 18/9/2015 18:04

The latest buy looks good although some uncertainty as all the numbers quoted are from 2013 (Leatherhead didn't manage to file their 2014 accounts!)

Clearly the pension fund at Leatherhead was a serious burden and the firm had quite high costs given its revenue.

SAG will be putting up another £1m investment along with the £1.6m purchase price but even including this the payback should be pretty quick. Replicating SAG's margins would imply £1.5m pre-tax; while this is not going to happen overnight £750k should be achievable near-term (they made £670k in 2012).

Taking this into account and using SAG EV/EBIT multiples before the deal I reckon this should be worth a share price of 170-185p for SAG. This, of course, assumes the shares were fairly priced beforehand. Arguably they were cheap, so I believe a target of £2 is fair absent any further news.

Please feel free to disagree or embellish! DYOR etc

[battlebus2] 18/9/2015 15:35

Another great write up by the Private Punter, looks like these are going a lot higher, just ticked up on a small buy. Didn't realise Hargreaves Hale hold 10% of the stock.

[hastings] 16/9/2015 18:54

Thoughts may also be of interest.

[battlebus2] 16/9/2015 17:50

Yes it looks a fantastic deal to me also....