Sinclair Pharma Share Discussion Threads

[shroder] 10/8/2016 13:57

lol

Q.1 - 45 minutes from watching the video

Q.2 - hxxp://www.hellomagazine.com/celebrities/2016041130835/sharron-davies-exclusive-secret-to-youthful-appearance/

[eggbaconandbubble] 10/8/2016 13:37

Meanwhile I shall do a Rip Van Winkle and wait for the SPH share price to start moving north! zzzzzzzzzz!

[eggbaconandbubble] 10/8/2016 13:35

According to Mr Paxman it's 10 points for Starter Questions and 5 points each for Bonus questions!

Answers
1. they did my manboobs in about 10 mins!
2. they need repeating every 4 years.


On a more serious note. Having read an article in I think it was the Mail on 'Bumlifts'? Can silhouette be used, or is there potential for it to be used on other body bits?

[shroder] 10/8/2016 13:05

Okay egg, for two points,

- how long does the Silhouette treatment procedure take -

For the bonus ball and three extra points,

- what is the connection between Adam,Peaty, this years Olympics and Silhouette -

..adding a couple fifties today.

[eggbaconandbubble] 28/7/2016 07:00

Watching all these vids is beginning to make me somewhat of an 'expert'!

[eggbaconandbubble] 28/7/2016 06:50

Thanks for that!

[shroder] 27/7/2016 13:40

egg, it relates to the brokers coverage and distribution thereof.

Stifel note; in summary it's the US launch of Silhouette Instalift where they expect to see growth, hence my earlier question on Silhouette.

Researching the Silhouette service/product it’s clear where it sits within the overall athletics market, it looks to be well received too. The downside is getting physicians trained across the US, they do have somewhat of a head-start in Q15 where Sinclair undertook pre-launch training. Progress seems to be reasonably rapid, as of May 16 – 75 physicians trained up to 120 as of trading update.

This is going to be costly of course but margins are good and if it takes off you could see a strong revision in forward sales. Personally, I have no experience of this sort of market but can see the attraction and USP’s.




Assigning licensing and distribution/marketing rights to Thermigen should help mitigate some of the upfront launch costs whilst retaining the long term value once developed.

Focus has been on Silhouette as this could be a real growth driver, that said the other divisions/products show promise too.

..just my musings, pdyor

[meijiman] 27/7/2016 13:32

Gillian Taylforth of the motorway incident..some 20 years ago?

[eggbaconandbubble] 27/7/2016 12:56

Shroder, I Googled MF1D2. Seems like some hocus pocus EU directive dating back to 2007.
Is it relevant to BB's?

[eggbaconandbubble] 26/7/2016 17:01

60p would lift my face!

[shroder] 26/7/2016 08:15

Recent interview:



October 15

Gillian Taylforth

[shroder] 25/7/2016 22:29

Are you guys following the Silhouette roll-out?

[shroder] 25/7/2016 16:51

Sorry egg, I think those days are gone especially with MFID2 in play.

I'll have another read and post anything relevant though.

[eggbaconandbubble] 25/7/2016 09:09

Shroder, Can you please post the Stifel note. Ta.

[shroder] 25/7/2016 09:07

PEEL herding into the props, buy order ?

[soundbuy] 25/7/2016 08:53

Cheers.........

[shroder] 21/7/2016 16:48

Soundbuy, accurate ramblings imo, Tosca would want a return by whatever means.

Perhaps the sale is part of a longer term strategy in this regard, making it a better fit in the aesthetics market.

Just received the Stifel note, very upbeat, TP 49p

___

Tosca, followed these guys for quite a while now, most recently due to their large stake in rhythm one (formerly blinkx).

They are a shrewd bunch staffed mainly by academics, analytical types as opposed to the traditional fund manager set up.

Earlier this year they bought out one of the companies I was invested in, Internet Q, not too dissimilar from rhythm one.

[soundbuy] 21/7/2016 09:00

Shroder


Only my opinion - reckon that Martin Hughes was very much behind the 'up for sale' banner being raised over SPH, with such a strategic stake (and history). Disposals to APH has left SPH 'leaner' and more focussed going fwd yet personally reckon they were hoping for a full sale of all assets. With the Sp once again languishing at these levels and a much reduced product portfolio I just wonder if this is where Tosca had expected the Co. to be 18 months down the line...........

Just personal ramblings note........

Edit: Any reason for monitoring Tosca?

[shroder] 20/7/2016 11:38

Soundbuy, could you elaborate further -


"Toscafund still holding 29.5% (Feb 2016), they'll be getting twitchy though after an historic effort to offload assets .......zzzzzzzzzzz"

Below spreadsheet is something myself and two other investors cobbled together detailing Tosca's holdings.

It's a little out of date now but gives an indication of what's what - errors and omissions accepted.

[soundbuy] 20/7/2016 08:38

Well, a seller about by the price action yesterday, Abingworth??

Current Mkt Cap doesn't rule out a MBO IMO

Toscafund still holding 29.5% (Feb 2016), they'll be getting twitchy though after an historic effort to offload assets .......zzzzzzzzzzz

[dealit] 19/7/2016 14:11

Brokers views---
OLD NEW
19 Jul 16 Stifel Buy 31.00 49.00 49.00 Retains
19 Jul 16 Peel Hunt Buy 31.00 66.00 66.00 Reiterates
15 Jun 16 Jefferies International Buy 31.00 60.00 55.00 Reiterates

[steeplejack] 19/7/2016 13:38

Perhaps but thereagain a target of 42p looks a good deal more realistic given price moves over recent years.

[eggbaconandbubble] 19/7/2016 12:18

N+1 Singer TP of 42p a bit stingy don't you think?