Science Share Discussion Threads

[varies] 09/6/2020 09:03

I don't think that the participation in the NHS's programme for Ventilators is of much significance. Was it not announced that the NHS would not award SAG a contract but would compensate SAG for the expenses incurred ?
Of more interest to me would be news of progress with the former DAB business acquired with Frontier Smart Technologies last July.
We are reminded today that Ruffer funds hold 12% of this company and this I find encouraging.

[buywell3] 09/6/2020 08:13

buywells' research indicates that using a mechanical ventilator is akin to the kiss of death,

buywell intends to insist on a CPAP non invasive ventilator if needed .

buywell also intends to not get vaccinated with any rushed and not properly tested Toxicology wise chemical compound

However if after 9 months no adverse effects have manifested themselves , buywell will revisit the situation.

Read up on VAP ventilator acquired pneumonia
Read up also on length of time taken for patients to 'wake up' after mechl ventilator removal
Read up also on brain damage after being on a mechl ventilator

The NHS to their credit have specified CPAP as the first ventilator option to be used

[buywell3] 09/6/2020 08:05

first 4 letter word I have seen you use are you not happy today ?

[p1nkfish] 09/6/2020 07:47

Isn't ventilator work not for profit?

[mammyoko] 31/3/2020 14:02

Key words are 'is being negotiated' and 'conditional upon receiving MHRA approval'

A manufacturing contract ("Manufacturing Contract") is being negotiated by Science Group with the UK Government, for production of 10,000 units of the Sagentia Ventilator conditional upon receiving MHRA approval

Many other initiatives re ventilators are also being assessed and likely outcome is a machine at a low price - possibly sub £1k each. So not sure that the prospect of £10m revenue for SAG should result in £25m increase in market cap.

Check this out for one of the more credible contenders:

hxxps://theface.com/life/oxvent-prototype-ventilator-health-nhs-covid-19

[varies] 07/12/2019 17:17

Edmate
I agree with you that the dearth of comment here is remarkable.
One reason may be that the market in these shares is very thin.
My children and I bought some shares for our ISAs at about 200p in July and I have been working hard to increase my holding recently.
I was able to buy some at 209.9p on 7 November and then left on an order for some more, good for a week at 210p; this order lapsed. I have succeeded since then in buying a few shares at prices between 224 and 231p and am inclined to desist from further purchases for the time being unless the price comes back.
The shares are tightly held and I noticed the other day that SAG had bought in 10,000 shares at 230p.
My investment here was inspired by my happy success with Microgen as described in my post no.30.
MCGN shares took some time to take off and I agree with you that we need to be patient here.
Whether they can make a success of FST seems to be the vital question.

[edmate] 06/12/2019 11:02

Incredible no comments on here given price movement recently. Any ideas on this in terms of target prices? Valuations?

[edmate] 24/7/2019 09:52

varies - agreed. Pretty unremarkable. One for the future this with plenty of patience needed....

[varies] 24/7/2019 09:35

Not much excitement in today's figures, I must confess.

[varies] 23/7/2019 17:36

Having held shares in Microgen (now Aptitude)for many years, I have high regard for Mr Martyn Ratcliffe, the chairman and a major shareholder here. He left Microgen in 2015.
It seems that the directors have decided after their review (and in the absence of an attractive outside offer for SAG) to embark on a new venture with this takeover of FST. They have the resources needed to develop the DAB business which FST was plainly unable to raise.
I have bought what is for me quite a large holding in SAG in the hope that they can make a success of this.
The share price has settled for some time at about 200p and this thread appears dormant. There is scope for a little excitement when the FST transaction is completed and SAG tell us more of their plans.

[john09] 20/5/2019 09:05

Science group has turned 12.5p into 26.5p already with FST

[onjohn] 20/5/2019 09:03

The Board of Frontier was also notified on the evening of the 19(th) May 2019 that Science Group plc acquired 3,685,054 ordinary shares in the capital of the Company between the 9(th) and 17(th) of May, representing 9.0 per cent. of the carrying voting rights.

FST news

The Board of Frontier was also notified on the evening of the 19(th) May 2019 that Science Group plc acquired 3,685,054 ordinary shares in the capital of the Company between the 9(th) and 17(th) of May, representing 9.0 per cent. of the carrying voting rights.

[john09] 20/5/2019 07:11

FST holder here

[truffle] 21/2/2019 16:03

Yes, and not long to the annual results too.

[mfhmfh] 21/2/2019 15:25

Ruffer LLP up to 11%

[mfhmfh] 14/12/2018 09:55

agree with above 2 posts. GLA.

[truffle] 14/12/2018 09:26

Fully agree with that.

Currencies also worth a look.
In the interim statement, the company said that 32% of group revenue was in US dollars, and the average exchange rate for the 6 months was 1.38.
If revenue in US dollars remained the same for the second half, then a quick look at the exchange rate for July/December suggests a maximum average of around 1.30 which should be good news.
But DYOR.

[melody9999] 14/12/2018 07:36

ending FSP makes sense in current climate. trading in line. most important, our interests are aligned with the BOD.

analysis to excellent review of SAG from Paul Scott follows. 10 months ago but gives a good overview of our investment. a safe hold

hxxps://www.stockopedia.com/content/small-cap-value-report-wed-28-feb-2018-avg-sfe-sag-foxt-cssg-331233/

[edmate] 25/9/2018 15:14

disappointing retrace.......

[mfhmfh] 21/9/2018 08:53

statement said they want all this concluded before preliminary results which were in February last year.

[truffle] 21/9/2018 08:33

There is always the feeling that the company is hugely undervalued.
It has performed exactly as today's announcement outlines. It makes consistent profits, is cash generative, pays good dividends, has no debt, and also has two decent sized property assets.
The question is how to extract the underlying value and this is what the company's review will hopefully now do.

[melody9999] 21/9/2018 07:59

Hmmm - strategic review and business up for sale. Bearing in mind our BOD own so much of the company, I cant imagine they have taken this action unless they believe it is undervalued.

[gswredland] 24/7/2018 07:48

At a precursory glance results look good

[p777uly] 16/7/2018 08:04

This ones ticks all the boxes. 300 a realistic target.