Sinclair Pharma Share Discussion Threads

[red ninja] 31/8/2014 15:35

I hold small amounts in Baronsmead VCTs and it can be seen in their recent reports they all seem to be disposing of SPH:

For example Baronsmead VCT 3:-



Look at table "Realisations in the six month period to 30 June 2014"
The realised £546k on SPH sales which was "Full market sale".

The Baronsmead VCTs tend to hold the same companies and they all seem to be selling SPH positions.

[eggbaconandbubble] 29/8/2014 17:21

Where did you see that Red?

[red ninja] 29/8/2014 16:12

Mmm, see Baronsmead VCT trusts have been selling Sinclair IS, maybe they are fed up of the jam tomorrow promises.

[eggbaconandbubble] 14/8/2014 08:54

A little ditty in the Mail today.
May help to sort out the overhang.

[holly_dog] 31/7/2014 09:32

Anyone have level 2? Might be able to see how the order book looks. In any case, an overhang always provides a nice entry opportunity, just have to wait for it to clear up.

[shrewd_n_sharp] 31/7/2014 08:49

Good share this. Will keep an eye on

[eggbaconandbubble] 29/7/2014 13:47

No, but I get the impression they still have some way to go.

[tackems] 28/7/2014 11:29

More significant buying without any big change in the share price Does anyone know how much the overhang is?

[eggbaconandbubble] 26/7/2014 14:19

Bit in today's FT in/under the Director Deals section.
This item has come up before - the transaction is over a week old and they again get Stuart Swanson's name wrong.
I paid THREE FLIPPIN QUID for that issue!!!!!
Strangely they allude to the suggestion that 'directors can be confident of an independant future'. ????? Unless of course they get taken over, which (with all respect) judging by Mr Swanson's apparent age and the big institutions invested here is the most likely intention.
Still, until the overhang is cleared it's unlikely to rocket north in the immediate future.

[holly_dog] 18/7/2014 12:26

Very impressive. Think I might dip my toes in. Sellers always create nice entry opportunities, and that is conviction buying from the management team in the last few months

[soundbuy] 18/7/2014 12:15

Seller about no doubt...

More impressive director buys.......

[holly_dog] 17/7/2014 16:25

Been following this for a few months, came onto my radar after a significant number of director buys in the last few months. Also saw that Soros' fund was on the register in the last few months. Seems an interesting business in particular with a focused management team getting rid of poor performing products and focusing on some winners.

Trading update seemed quite positive as well, and clearly most of the brokers see upside.

However there seems to be a bit of a seller about, holding the price back. Is that right? Any views on it - potentially one of the large institutions with a lot to sell?

[eggbaconandbubble] 17/7/2014 11:47

Value Creation Plan???

[soundbuy] 17/7/2014 08:27

Early vols - seller still about?.........

[eggbaconandbubble] 15/7/2014 10:27

"Don't shoot till you can see the whites of their eyes" ;-)

[soundbuy] 15/7/2014 10:08

N+1 Singer Buy 30.50 30.50 40.00 TP 40.00

[soundbuy] 15/7/2014 10:07

Canaccord Genuity Buy

Raise TP from 38.00p to 44.00p

[soundbuy] 15/7/2014 08:31

Oriel Securities Buy 30.50 30.50 40.00 TP 40.00

Finncap Buy 30.50 30.50 43.00 TP 43.00

[soundbuy] 15/7/2014 08:01

Sinclair IS Pharma: Strong year end update. Revenue +14% at £63m, including strong 12.3% LFL growth in H2. Rapid growth next 2 years

[steeplejack] 15/7/2014 07:22

Trading UpdateLondon, 15 July 2014 Sinclair IS Pharma plc (SPH.L), ("Sinclair" or the "Group") the international specialty pharma company, announces a trading update for the financial year ended 30 June 2014 ahead of its full year results which will be announced in mid-September 2014.Revenues for the full year were GBP63.3 million after the expected strong second half performance for the Group offset by an adverse impact of GBP0.8 million from the strength of Sterling. Revenue growth was 14% on a reported basis and 4.0% on a like-for-like ("LFL") basis for the full year with a strong 12.3% LFL growth in H2 after the 7.5% LFL decline in H1. Adjusted EBITDA* for the full year is expected to be in line with market expectations despite currency headwinds.Sinclair made significant strategic and operational progress during the year with the creation of a highly differentiated, fast growing, aesthetics portfolio. The acquisitions of Perfectha(R), Ellansé(TM) and Silhouette(R) have been swiftly integrated and contributed to the strong performance in second half revenues and profits. As anticipated a number of short term issues which impacted the first half were satisfactorily resolved.

[vb79] 09/7/2014 14:13

Support at c 28.5p so likely to fall another few percent (5 % or so) if the chart is anything to go on before a bounce, unless of course their is some positive news in the interim.

[eggbaconandbubble] 07/7/2014 15:45

I think it will take more than a tip from a journo to clear this apparent monstrous overhang.

[soundbuy] 07/7/2014 08:05

Early flurry - tipped over w/end?

[eggbaconandbubble] 04/7/2014 16:17

I haven't looked at the percentages involved but if it were a big holder as i suspect wouldn't they have to issue an RNS? Moving across % thresholds.