Sinclair Pharma Share Discussion Threads

[soundbuy] 21/9/2016 16:25

Good liquidity today, easy to deal both ways in Qty......

[deb81e] 21/9/2016 11:35

Bought this morning for my SIPP, results very good, 3 to 5 years view

[soundbuy] 21/9/2016 09:49

All about SPH going fwd, a yr or so out would be a fair assumption......though everything slips into place c. 2019. Margins are exceptional..........boils down to operational leverage, as your man says.....

Big buys going through now, must be a fair whack available, interesting to see if the directors stick their hands in their pockets but with their options??

[steeplejack] 21/9/2016 09:13

"Sinclair has already grown since the divestment of the non-aesthetics business to a scale where it is near to EBITDA breakeven pre US investment. Conversion on incremental sales to EBITDA is very high as the relatively fixed cost base combined with high gross margins drives operational leverage."This is the key because the market would appear to be showing some exhaustion in waiting for Sinclair to turn a profit.The assumption is that after the US presence has been established,the group might have enough operational gearing to announce a profit. That's a year or so out I presume.

[cumnor] 21/9/2016 08:32

Agree, Soundboy, several decent products just beginning to come together in a world more obsessed by cosmetic enhancement than ever. If Instlift takes off in the US as it potentially may I could see one of the big boys paying (what for them would be small change) a billion dollars in a few years for it alone-given the vagaries, and demand for cosmetics, of the US market and regulatory hurdles to introducing new medicines there. But still some way to go and mgmt just need to keep doing what they are doing for now. Thermigen deal seems to be going ok. Great business-look at the profits and margins the likes of Boots make on their own stable of products. imo

[soundbuy] 21/9/2016 08:22

Well, despite recent discussions with various parties re company's future, still can't see these remaining independent with potential sales growth going fwd, at 2 or 3 times current mkt cap would be nothing for the likes of Allergan etc...

Hopefully the seller will move on soon, we'll see........

[eggbaconandbubble] 21/9/2016 08:15

Agreed, Silhouette is going to take a while to gather momentum as no doubt will the share price
I think the results will hold off the Tosca hounds!

[soundbuy] 21/9/2016 07:50

Very much as expected....

[soundbuy] 21/9/2016 07:44

US Banking News ‏@AmericanBanking 3m3 minutes ago

Royal Bank Of Canada Reiterates Outperform Rating for Sinclair Pharma PLC $SPH

[soundbuy] 21/9/2016 07:43

SPH Peel Hunt Buy 27.00 27.00 PT 68.00 PT 68.00 Reiterates

[maccamcd] 19/9/2016 10:01

yeah was from RBC Royal bank of Canada...
the volume is institutional crossing.. there is/has been a seller around. Its not the mngt.. Its a uk insto.
Another UK insto bought stock from them on the back of the BUY note..

[shroder] 19/9/2016 09:55

Sinclair seem very good at getting product coverage, nice piece here on Ellanse

[steeplejack] 16/9/2016 18:49

The million share sale printed today was a delayed report of a sale yesterday.I suspect the marketmaker pushed the price higher first thing to place the stock at a premium and by all accounts got away with it looking at today's trades.Perhaps it was our ex chief operating officer cleaning out his hutch.I hope so,otherwise ,more sinisterly, we have some selling by a sizeable shareholder which will be revealed in due course.Anyway,not long now till we know how things stand.

[cumnor] 16/9/2016 15:12

Agree, dealit-as positive a TU as one could expect and given recent director buys to boot a surprisingly weak share price performance of late, unless someone is pulling the mick and insiders knows better? Big enough volume of late as well. Heres hoping for a rerating back to at least where it was before all the recent 'good news' was announced. imo

[dealit] 16/9/2016 14:32

The CEO gave one of the most positive trading statement I have read, confidence in the product and growth mentioned:-

Commenting on these developments Chris Spooner, CEO of Sinclair, said:

"After the sale of our medicinal products portfolio Sinclair has become a simpler and more streamlined business. We are now a focused, fast-growing and high gross margin company with a portfolio of class-leading aesthetics products with multiple growth opportunities and I am highly optimistic about our future. I would like to offer my personal thanks to Christophe for his outstanding contribution to the Company and we wish him every future success."

I topped up this week at 28.25p. I am disappointed that the share as dropped even lower but I feel confident I will make profit after the results announcement on the 21st of this month. All IMHO.

[soundbuy] 16/9/2016 09:52

RBC Capital markets??

[eggbaconandbubble] 16/9/2016 09:46

If it was anyone else I would take note but RBC!!!

[soundbuy] 16/9/2016 09:30

Missed that...



'78-110p as achievable on a 3-year view'



Muchas gracias

PS Where was that from?

[maccamcd] 16/9/2016 08:28

you holders see this from RBC yday? I bought some on it.. hoping for a decent profit.

Sinclair Pharma PLC
Filling up on growth and optionality – Initiating at
Outperform
Our view: Sinclair has emerged from its strategic review period a focused
aesthetic player with a strong commercial partner for the US market
for its lead asset, Silhouette. Our proprietary market survey suggests
investors should not be writing off the US Silhouette opportunity, but that
management guidance for $200m looks achievable. We initiate with an
Outperform rating and 50p PT with 78-110p as achievable on a 3-year
view.

[soundbuy] 16/9/2016 08:02

'I wonder if our erstwhile chief operating officer is dumping stock unceremoniously on the market'


Crossed my mind......not subject to 'closed period' now I'd imagine......

[steeplejack] 15/9/2016 16:58

"In addition, nil-cost options over 1,195,330 new ordinary shares in Sinclair in respect of accumulated rights under the Company's valuation creation plan ("VCP") will vest immediately and may be exercised within six months. The nil-cost options are held by Sinclair Pharma Man Co Limited, a company in which Christophe Foucher is a shareholder. Christophe will also remain a beneficiary of the VCP until the next measurement date which is 30 days after publication of the Company's financial results for the period to 31 December 2016 which will be issued in March 2017. He will also receive 615,650 new ordinary shares in full consideration of his deferred bonus entitlement under the 2013 Bonus Plan."I wonder if our erstwhile chief operating officer is dumping stock unceremoniously on the market

[steeplejack] 15/9/2016 13:55

Rather impressive shareholder list.They're probably all chumps.