Science In Sport Share Discussion Threads

[lafin] 08/10/2013 17:21

What prospectus?
If you look at the trading update on 30th September growth and revenue are increasing.

"The Board is pleased to report another period of significant revenue growth with sales expected to be up 23 per cent, compared with the same period last year, at approximately £3.95 million.

Revenue growth in the half year has been driven by strong sales of isotonic gels, food bars and hydration tablets and reflects the Company's on-going investment in product innovation, sales and marketing.

The revenue growth highlights the strength of the SiS brand and the resilience of the sports nutrition category. The growth was evident in all channels including major grocers, high street outlets, independent retailers and e-commerce, as well as in international markets."

[yump] 07/10/2013 13:53

I had a brief look at the prospectus over the weekend, which I've now lost the link to, but not investing because to me it looks like a case of floating when growth is slowing and costs are rising.

[oldham45] 07/10/2013 13:48

Too be honest, I'm struggling to find the energy to keep pace with this one, especially as it's going down hill!

[indiestu] 07/10/2013 12:52

If this gets any cheaper I'm going to buy it all. Does anyone know what the mark up is on packaged powdered sugars?

[librag] 04/10/2013 09:25

BB;
"Amazingly he's right about selling too."
Cheeky B.

[bareknee] 04/10/2013 08:56

lafin

Graham's pretty much right. It was pretty obvious by the 9th Sept ( and probably before then ) that, because we hadn't had another holdings RNS, Harpin wasn't buying any significant number of shares. At that point, anyone who was saying he was still buying was either stupid or ramping.

Amazingly he's right about selling too. Selling in the 90's wasn't easy and the MM's didn't want them in any volume.

Pump and dump is a bit strong like. There was some of that, but SIS was effectively a new issue and they often get a bit carried away. If the recent trading update had said more about profit and they weren't so fixated on revenue then that would have supported the share price

Ignore Harkin, your major shareholder is more important. They plainly see a business worth investing in and will have a timescale in mind for when they want to see profits growing substantially. Either that or they're thinking of a medium to long term sale of the business based on revenue, but it's profits which really matter. If Downing start to sell at some time in the future then it's something you should take note of.

BB

[yump] 03/10/2013 22:11

The opportunity for SIS as I see it is that many other supplement retailers are either in the health/diet/wellbeing area, or the muscle area, neither of which appeal directly to different sports, particularly if you are a non-extreme sports participant.

I used to play several sports quite seriously and if gym was on the go, as it is now, I would have been attracted to a general sports based retailer selling supplements and would have run a mile from the 'muscle' sites.

As someone pointed out when I posted a list of supplement retailers, SIS is only really in competition with a handful of others. As long as they can differentiate themselves to appeal to 'joe-fairly-serious-in-some-sport', then I guess there is plenty of scope.

'Science' and 'Sport' is certainly a different appeal compared to seeing muscle-bound monsters on the front page of a website, or neurotic-looking folk worried about whether they are getting enough vitamin whatever, when their diet is actually perfectly OK.

As to the valuation, I have no idea as haven't seen the prospectus.
Not invested atm.

[lafin] 03/10/2013 19:28

There was a very rich investor buying into SIS,a Richard Harpin who had bought 1,010,000 shares by 28th August, as well you know, which made share price go up very quickly.It was inevitable that it would fall when he stopped.Stop making nonsense up.My post 45 still stands.
No one on these boards is ramping SIS as far as I can see.

see RNS 30th August

[librag] 03/10/2013 18:02

Duh lafin. All you have to do is look at the chart WRT volume. The whole spike was pumped. Not seeing reality is true fruitloop territory.
Oldham45 is right IMO.

SiS is on my watch list and unlike certain others, I'm upfront about whether I hold or not. Same BoD members, means I'm interested in both companies. I do hope that's OK with the fruitloops.

[lafin] 03/10/2013 17:11

It is an entirely different type of company to PXS.It is generating real revenue now
from existing and will from future products and expansion. This drop is probably partly due to some PXS shareholders selling the shares they were allocated at the demerger and putting their money back into PXS.

[ginger 66] 02/10/2013 21:02

On behalf of all the cyclist and tri-athletes who bought these shares, can you explain why you are 'bitterly disappointed' and what is the similar patterns of Shenanigans, and why they are going down after such a good trading update. Any enlightenment would be much appreciated.

[librag] 02/10/2013 13:20

"The Board is pleased to ... "

Never a good thing when this board is pleased. For clarity, I'm out of SiS but remain in PXS and watching for similar patterns of shenanigans. Fully agree with last two posts.

[oldham45] 02/10/2013 10:16

Bitterly Disappointed and again, totally let down....same old, same old!

[allini2] 02/10/2013 09:47

How this reminds of the way Provexis has been handled. Same BoD same up, up, up, down, down, down. Do hope I am wrong. GLA.

[lafin] 30/9/2013 09:33

Half Year Trading update looking good
"Science in Sport plc (AIM: SIS), a leading sports nutrition company, is pleased to announce the following pre-close trading update ahead of its financial results for the half year ended 30 September 2013.

The Board is pleased to report another period of significant revenue growth with sales expected to be up 23 per cent, compared with the same period last year, at approximately £3.95 million.

Revenue growth in the half year has been driven by strong sales of isotonic gels, food bars and hydration tablets and reflects the Company's on-going investment in product innovation, sales and marketing.

The revenue growth highlights the strength of the SiS brand and the resilience of the sports nutrition category. The growth was evident in all channels including major grocers, high street outlets, independent retailers and e-commerce, as well as in international markets.

Pre-tax profits for the half year are expected to be in line with management expectations and the Board remains confident of the outlook for continued revenue growth in the full year.

Science in Sport intends to issue its half year results in early December 2013"

[lafin] 27/9/2013 09:31

Article in Times today about Mark Cavendish being appointed as a Consultant
" Here's a name you don't see on a share register every day. Mark Cavendish, cycling's "Manx Missile", was issued with about £100,000 of Science in Sport shares.

They are part-payment for three years of consultancy work for the sports nutrition company, beginning in January 2014. "
hxxp://www.thetimes.co.uk/tto/business/markets/article3880419.ece
Also in finance section of the Telegraph and in several other papers

[the weatherman] 25/9/2013 09:45

Daughter No 2 and husband both took part in a Triathlon at Eton Dornay a couple of weeks ago.
She reports that everyone was on some sort of food/dehydration goo.
These triathlon events (and off course pure cycling) are becoming big business.

[chester] 24/9/2013 09:17

I've bought a few this morning. Bounced off the 61% fib retracement.

[ygor706] 13/9/2013 12:49

Bought a few more yesterday as this looks likely to be a share with big spikes and falls until we start to get some numbers coming through. Definitely seems to have caught the market's imagination!

[snape] 11/9/2013 13:28

but now its stalled.

[b17nns] 10/9/2013 17:09

This is seriously motoring.

[ygor706] 10/9/2013 16:54

Has anybody seen any forecasts for this company? Can't believe how much that have gone up since I bought them 10 days ago. Good prospects I know but the guys arranging the float must have based their numbers on some 2013/2014 projections.