Sinclair Pharma Share Discussion Threads

[eggbaconandbubble] 06/5/2014 08:59

Maybe if Pfizer fail in their bid for Astra Zeneca they'll use the £63 billion to buy Sinclair......that's about £1325.00 per share!

[tackems] 06/5/2014 08:22

Do you think they have a hidden agenda to buy up the whole of the company?

They seem to know something!

[johnwise] 06/5/2014 07:56

Directors continue buying up more of the company

[eggbaconandbubble] 06/5/2014 07:07

SJC, What do you interpret from these charts?

[sjc] 05/5/2014 11:10

...........................................Good Fib. retrace strange with v.strong dir.buying not flying yet.

[red ninja] 01/5/2014 12:31

Mmm more director buying :-

Christopher Spooner, Chief Executive Officer, bought 343,471 shares in the company on the 30th April 2014 at a price of 30.88p. The Director now holds 8,750,734 shares.

Market doesn't appear to be convinced though.

[eggbaconandbubble] 30/4/2014 08:09

Makes one wonder what he knows, or is it what he thinks he knows!

[johnwise] 30/4/2014 07:41

Sinclair IS Pharma PLC Director/PDMR Shareholding

RNS Number : 8372F

30 April 2014

Director's Dealing

Sinclair IS Pharma plc (SPH.L), ("Sinclair" or the "Group") the international specialty pharma company, was informed on 29 April 2014 that earlier that day Stuart Swanson, a Non-Executive Director, acquired 154,225 ordinary shares in Sinclair at a price of 30.75p per share. Following this purchase Stuart Swanson has a beneficial interest in 4,522,854 ordinary shares representing 1.04% of the Group's issued ordinary share capital. For the avoidance of doubt this holding excludes the 3,125,000 Placing Shares that Stuart Swanson is subscribing for as part of the Placing announced on 15 April 2014 which is due to complete on 2 May 2014.

[hazelton] 28/4/2014 08:43

I wondered what the Tosca proportion would be when this current placing activity has settled down.

[eggbaconandbubble] 28/4/2014 08:01

Swan song keeps buying, but the price doesn't go up. Any comments?

[eggbaconandbubble] 25/4/2014 07:36

Another acquisition, At this rate Gotham City Research will be issuing a note on Sinclair!!

[red ninja] 22/4/2014 14:25

Director buys more (obviously hasn't read Investec downgrade) :-

22 April 2014

Director's Dealing

Sinclair IS Pharma plc (SPH.L), ("Sinclair" or the "Group") the international specialty pharma company, was informed on 17 April 2014 that earlier that day Stuart Swanson, a Non-Executive Director, acquired 50,000 ordinary shares in Sinclair at a price of 30.5p per share. Following this purchase Stuart Swanson has a beneficial interest in 4,282,854 ordinary shares representing 0.98% of the Group's issued ordinary share capital. For the avoidance of doubt this holding excludes the 3,125,000 Placing Shares that Stuart Swanson is subscribing for as part of the Placing announced on 15 April 2014 which is due to complete on 2 May 2014.

[eggbaconandbubble] 16/4/2014 12:36

Investec downgrade to TP. 34p (previously only 36p)

[red ninja] 16/4/2014 12:34

Maybe, but Tosca and Henderson are along for the ride are they innocents abroad.

[eggbaconandbubble] 16/4/2014 07:50

dealit, Exactly!

[dealit] 16/4/2014 07:20

I am not wishing to sound negative but Jam Tomorrow again. SPH seem to be paying a lot for Silhouette and when does Silhouette become part of SPH not clear, all depends if Silhouette are telling the truth about i.e. figures and profit margins?

[eggbaconandbubble] 15/4/2014 23:56

Thanks for the valued comments guys. I've still got my eye on this one but from my take on it, the management have still to prove that they can drive this company forward. i.e. organic growth rather than just acquisition growth.
I'm also usually very sceptical when it comes to making US acquisitions. In the States even Hollywood is eclipsed by creative accounting. I've seen many companies catch a cold or even flounder by getting involved over there. Not an exclusive club by any stretch of the imagination.

Question. Is Collagen Stimulation Technology the cosmetics industry's equivalent to fracking? :-)

[steeplejack] 15/4/2014 22:14

I reckon,reading the RNS,that the company expect/ hope that this deal will be transformational.Silhouette has enjoyed explosive growth of late and SPH clearly feel that the potential for expansion of revenue worldwide,hopefully assisted by further FDA product approvals,will be enormous.By all accounts,silhouette lift is an extraordinarily swift and effective facelift treatment compared with competitors.Anyway,time will tell.It's going to be exciting.

I hope SPH now give consideration to quitting AIM and getting a full,main market SE listing.

[+eysenck] 15/4/2014 21:52

Directors in for half a million and 3 million shares as part of the placing. They must be confident. Tosca and henderson both supporting. Rest of the rns too complicated for me!

[steeplejack] 15/4/2014 21:48

Placing near half taken by Tosca,lansdowne and directors.Peel Hunt have clearly placed balance comfortably you'd presume.Quite a feat to place at a 5.3% premium.That's the benefit of having the support of sizeable institutional holders who can break the back of the placing.

Well,you have to trust the management to know what they're doing in the field of aesthetics.Sizeable competent institutions certainly do,so do directors who have put their money down.

I note that Silhouette derive 21% of revenues from Russia...topical.

I've held this stock from Maelor days.This is a completely different entity from that rather unlucky ship.Much more dynamic operation.Will look to add but there's no hurry in this market .Key comment in my view-

"Silhouette(R) represents the last in a series of transactions which allows Sinclair to establish a broad, innovative and fast growing aesthetics business uniquely positioned around collagen stimulation. In the financial year ending 30 June 2015, Silhouette(R) is expected to add around GBP6.2 million to sales and around GBP2.8 million to EBITDA with a potential increase in this if certain Carved-Out Territories and/or US approvals are transferred and/or granted earlier than anticipated. Silhouette(R) is also expected to be slightly earnings accretive by that time and strongly accretive thereafter.

Debt will peak at GBP60 million (at completion) under the Amended Facility Agreement, which includes GBP60 million term loans with 5 year term through to January 2019. The effective interest rate for the enlarged facility will be maintained at 9.2 per cent. The key financial covenants which are tested quarterly are:

-- operating cash flows to exceed debt service costs;
-- leverage not to exceed 4.9 times and falling; and
-- interest cover to exceed 2.8 times and rising.
The Directors anticipate a sharp decline in gearing. Pro forma net debt/EBITDA is expected to be 3.1 times at June 2014 (previously 3.5 times) and is expected to continue to fall to less than 3 times by September 2014. Peak gearing is anticipated to be 3.7 times at completion (4.4 times at April 2014)."

[eggbaconandbubble] 15/4/2014 16:43

RNS! Anyone care to comment!!!!

[red ninja] 09/4/2014 06:24

If you look at RNS 31/3/14 you will see AXA are disposing, they went from 45,219,656 (above 10 %) to 42,434,027 (9.76 %).

[eggbaconandbubble] 08/4/2014 14:14

Where do Tosca find the shares to buy???

[eggbaconandbubble] 08/4/2014 14:12

Thanks Jack. Where best to read about Daisy?

[dealit] 08/4/2014 13:58

Interesting last para. I agree with your feelings just a matter of time, I don't know how the MM`s are managing to keep the share price so low.