Sinclair Pharma Share Discussion Threads

[steeplejack] 20/2/2015 08:47

Investors Chronicle recommends hold.

[bigman] 19/2/2015 18:36

The selling continues.........

[soundbuy] 19/2/2015 13:31

Henderson Global Investors still picking up more and more stock I see

31,944,647 (6.42%)as of today

[bigman] 18/2/2015 19:09

Henderson may be buying, but, two things about that is---- someone is SELLING--- and--- if they don't buy them who would ? and the price goes down and so does the value of what they have already invested, it could be all about averaging down.

[soundbuy] 18/2/2015 16:22

Henderson Global Investors still picking up more stock I see

31,008,565 (6.23%) as of today

[dealit] 18/2/2015 16:00

SPH paid £70.1m for Sillhouette last april, If someone bought the Silhouette side of SPH business how much would that make the rest worth?

[soundbuy] 18/2/2015 12:49

Henderson Global Investors still picking up stock I see


27,934,027 (5.6%) held on 20th Nov 2014


29,565,276 (5.94%) held on 17th Feb 2015

[soundbuy] 18/2/2015 11:26

Had a gander at the presentation, the potential for the aesthetics side looks compelling.......could understand how the likes of nestle would want them in their portfolio.......

[steeplejack] 18/2/2015 11:10

Wouldn't be surprised.

[eggbaconandbubble] 18/2/2015 10:41

One of them losing patience and forcing the issue?

[steeplejack] 18/2/2015 09:22

I suppose Tosca,Lansdowne,Fidelity,Henderson and even Soros have done due diligence and see something worth backing.Time will tell.

[bigman] 18/2/2015 07:55

this is a bit like the emperors new clothes...this business is not performing, results are dreadful, why on earth would anyone pay good money to buy at a nonsense value for them just to lose money ?.... but for the much hyped "for sale" this share would be half its value at least, and that is what a buyer would be interested in paying.
so glad sold and as my post 765 of 25th November says :-

taken profit and jumped ship on this news, over £180m market cap with enterprise value of over £300m with sales of less than £70m and loss at operating level !!! wow best of luck trying to sell this either in whole or part

[eggbaconandbubble] 17/2/2015 13:18

I guess Mr Spooner is now aware that it's a lot easier buying things than selling then!

[steeplejack] 17/2/2015 10:33

Continued weakness post 9-30am conference call suggests general disappointment.

Having held this stock for a hell of long time,hopes of a takeover are analogous to euthanasia on my part!However,looking at the shareholders list extending from Tosca to Henderson ,Soros,Fidelity,I don't think the management are going to be given much rest til they get it right!

[steeplejack] 17/2/2015 08:19

umm not surprised we're easier at the opening.I agree with eggsbaconandbubble ,the probability of an out and out takeover looks to be receding here.Meanwhile and despite the usual optimism for the future,we continue to lose money.Yet,the outlook does look promising.

That said,Russia appears to be a real disappointment with factors beyond the company's control and FDA bureaucracy a minor irritant.The first half had seen the company juggling a lot of balls in the air.Some sort of cooperation etc suggested by the strategic review is probably required to maximise value.

[soundbuy] 17/2/2015 07:59

Shore Cap calling it up 2% at open............

[eggbaconandbubble] 17/2/2015 07:30

"Jam tomorrow, and we're borrowing big to give it to you."
I'll keep my neck stuck out and say all this ongoing business with Rothschild is an attempt to off load the non aesthetics bit. Are they having trouble doing such?

[steeplejack] 15/2/2015 23:34

eggsbaconandbubble asks a good question.Yes,history suggests that where Tosca is involved that they there will be something left in the pot for shareholders.When Matthew Riley took Daisy private they paid a 9% premium to the closing price,not that exciting admittedly.Hopefully,Sinclair's prospects will attract keen bidding interest but it's all speculation for now.

[dealit] 14/2/2015 14:33

"egg" what I feel is that SPH have a WOW product i.e Silhouette® growth potential is massive World wide. SPH hopefully will get FDA approval this year and once in the USA revenue will double. Negotiations will be on going, I hold and in profit but to sell now would mean kicking myself later. Be patient and be lucky all IMHO.

[eggbaconandbubble] 14/2/2015 12:34

What I mean is - In your opinion or experience, if one is holding shares now at approx. 36p and Tosca make a 'play, move or whatever' do you think that the outcome will be profitable i.e. will one get more back than 36p?

Don't misunderstand me that I trying to push you into a corner on this one and I won't come back on you. I would just appreciate your opinion based on your experiences here. As it all seems a bit of an enigma as to what there are doing at the moment.

Cheers!

[dealit] 14/2/2015 11:18

"egg" I would feel that would depend on when you purchased the shares in the Company that Tosca are manipulating,

[eggbaconandbubble] 13/2/2015 17:42

Did the small shareholders benefit from Tosca/Daisy?

[steeplejack] 13/2/2015 13:31

Actually "put into play" is probably misleading.Tosca have been instrumental in encouraging,triggering radical changes in companies in which they have taken large stakes.Tosca took 28.5% of Daisy.Ultimately,Daisy was taken private.

[steeplejack] 13/2/2015 13:22

Tosca's involvement in Daisy Group is illustrative

[eggbaconandbubble] 13/2/2015 12:00

When you say 'put into play'. What kind of action do they take? Or have taken in the past?