Sensyne Health Share Discussion Threads

[billy3] 21/1/2020 08:31

Well as a holder, I’d say it’s positive and not negative. They still have plenty of cash when considered against the projected short term increase in revenue.

Bottom line is that this is one for the longer term hold. But in my view, there are good short term gains to be made. Anyone who bought last week could have made a tidy amount already. But this isn’t for ‘widows and orphans’. They should stick to the FTSE. When you consider the future prospects and cash vs current share price, it is undervalued.

I balance my risk so won’t be buying more, but happy to hold and watch this grow.

Expect some comment on this in the coming days suggesting a buy for those who fancy a not too risky punt.

[tsmith2] 21/1/2020 08:13

I'd like directors to buy big today.the US partnerships look very interesting

[tsmith2] 21/1/2020 08:12

done, £10ks worth or so

[tsmith2] 21/1/2020 08:05

I'll have a nibble down here and look to build a position

[pugugly] 21/1/2020 07:57

Cash buen for half year approx £8m - so annualised could be about £16m -
Revenue minimal - "we currently have significant visibility of a minimum £2m of revenue being earned in FY20 from our existing contracts" Will not make much of a hole in cash burn -

Lots of hope and belief going forward but very little (imo) signs of real traction -

or am I being too cynical?



anyone considering a gamble should list into:-

"Lord Drayson, Chief Executive Officer, and Lorimer Headley, Chief Financial Officer, will present the interim results for analysts and investors today at 12.00 GMT. There will be a simultaneous live conference call and webcast. For more details please contact [e-mail] at Consilium Strategic Communications"

"

[itsnotmeitsy0u] 21/1/2020 07:57

sorry for holders

[the stigologist] 20/1/2020 19:40

I would not expect too much from tomorrow. If there was anything that price sensitive they'd have had to have mentioned it by now.

The outlook statement may or may not give confidence. Revenue numbers going to be inconsequential. Cash burn and runway is first thing I'll look at.

[edwardt] 20/1/2020 19:25

Did my second tranche this morning too. Fingers crossed for tomorrow

[mrc2u] 20/1/2020 10:23

Took plunge & bought a few on Friday and more this morning. Despite doubts over the bonus/governance issues, expect them to have a flurry of good news tomorrow and, if Woodford is cleaned out, these could keep on correcting very nicelyMay now sell at £1 when originally planned to buy in at that price (and that only a few months ago). Ho humMrC

[tsmith2] 20/1/2020 08:21

On my watchlist for tomorrow's results possibly a hugely attractive entry price thanks to Woodford collapse

[zulu_principle] 18/1/2020 08:57

coke - I think it's just a pricing oddity associated with recent local conditions mostly arising out of the Woodford fiasco and Link's apparently heavy-handed management of the situation. There's also the normal nervousness relating to hi-tech / pharma startups that promise great things but are currently loss-making.

billy3 (Post 58) - correct, let's hope our respective analyses are proved right.

[cokehookerscars] 18/1/2020 02:54

Thanks Zulu. That is what I had presumed but wondered if this was some sort of known phenomena or sign of something bigger / specific coming.
Thankyou :-)

[billy3] 17/1/2020 20:40

The comment about a rights issue was with reference to a news article which talks about if and when they run out of cash. Not yet but it can’t be ruled out. They need to start making money.

[zulu_principle] 17/1/2020 19:38

Coke - they're buys, but they're incorrectly shown in the "sold" column.

I haven't come across this before either - I think it means that at least one market maker is so desperate get rid of their stock that they'll sell you shares for less than the other market makers are prepared to offer you for stock you want to sell.

This wasn't the case during the late-afternoon.

[cokehookerscars] 17/1/2020 19:05

Hi Zulu_Principle, what are some of the sells if they are not real sells ?

And what does it mean is going on when you can buy for cheaper than you can sell - which seems very odd !!
Just not come across that before.
TIA.

[the stigologist] 17/1/2020 16:47

Posted this earlier on TRX BB

Happy 'Final Valuation Day'



By Dave Baxter

Neil Woodford’s former flagship fund will start to return capital to investors this month, but the first payment will be later than expected. Link Fund Solutions, the authorised corporate director for the fund, which is now called LF Equity Income(GB00BZ01L372), said a final valuation of the fund’s assets would take place on 17 January – as originally planned – and that the wind-up would start the next day. But the first payment of capital to investors is now expected to be on or around 30 January, rather than around 20 January.

“We intended that investors in the fund would receive their first payment on or around 20 January 2020," said Link. "This date will now be on or around 30 January 2020. This change to the timetable is required to ensure that investors retain exposure to the equity market for the entire period prior to the fund being wound up as required by the regulations. This delay also allows a significant portion of the fund’s holdings in money market instruments to be liquidated in a way that minimises costs to the fund.�

The calculation of the amount investors are due to receive will be made on 24 January rather than 6 January, as originally planned. Link will write to investors in LF Equity Income to inform them how much this will be on 28 January

[mbdx7em21] 17/1/2020 16:36

Can't see a RI - by my reckoning they have £35mn odd in the kitty.

someone dumping stock see 25k, 50k and 100k trades. a question of how much they have left.

someone mentioned Link were selling down Woodford stock as at 18/10/2019 Link Fund Solutions Ltd held 15,176,204 (11.8%)

is that correct?

how many of these how now been sold is the other Q.

[the stigologist] 17/1/2020 16:25

Rights Issue when they had £49m cash on b.s. ? really ?

[billy3] 17/1/2020 16:19

This will be yours then Zulu Principle :-)

Jan 17 2020, 15:07 44.00 11,335 40.00 44.00 Buy £4,987.40

[billy3] 17/1/2020 16:17

I thought today or yesterday was the last day to ditch all the Woodford shares.

Today's action seems typical of what I said yesterday.
In normal markets there isnt much liquidty as most of the shares are held by institutions (who all bought much higher) and the larger shareholders such as Drayson etc.

It won't take many private investors to get this back up IMO.
The concerns by commentators has been cash burn Vs seeing a profit.
There is a risk of a rights issue.
All that said, it would not surprise me to see this share tipped after results as it's a great risk/reward at this price.

I added on the way down so not adding anymore as I have enough exposure.

[cokehookerscars] 17/1/2020 16:08

Hoping to see a lot more from this.

[zulu_principle] 17/1/2020 15:40

6 million lemmings can't all be wrong (I hope)! Perhaps this bounce means the Woodford overhang has been cleared. Against all my rules just bought 11,335 at 44p.

[mbdx7em21] 17/1/2020 15:14

Yes, I would agree that their JV/IP has to be given some (decent) value. Was just flagging up the cash burn. I've just been listening to the last webcast and the results on Tuesday are on my watchlist.

[the stigologist] 17/1/2020 11:30

I've tried to take that into account

There is some value in their JVs surely even if no IPR