Sinclair Pharma Share Discussion Threads

[soundbuy] 28/3/2017 09:53

Cheers once again.

[shroder] 28/3/2017 08:59

I was given the impression following recent conversations with PR companies, that research notes need to be client only and requested by investors directly (SB, hence my email).

Perhaps the Hardman notes fall outside of this MIFID 2 type legislation.

[soundbuy] 27/3/2017 11:08

Interesting appointment RBC

RBC also have them as their top pick for M & A activity 2017.....

[dealit] 24/3/2017 19:32

The thing is the announcement was solid and the Company have reduced operating loss and promised to go into profit this year. The market will wait for profits to be achieved before the share price will move North IMHO.

[dealit] 24/3/2017 19:32

The thing is the announcement was solid and the Company have reduced operating loss and promised to go into profit this year. The market will wait for profits to be achieved before the share price will move North IMHO.

[eggbaconandbubble] 24/3/2017 17:55

I don't think charting(?) works too well for Aim shares.

Strange that Tosca decided to come off from their 29.9%. Aren't they just shooting themselves in the foot? Or are they trying to provide liquidity in the market for some reason?

[tini5] 24/3/2017 16:36

Trying to evaluate the MA from a chart perspective but I'm a total novice. Looks like we might be potentially about to have a reverse in down trend.

Any proper chartist able to confirm?

[soundbuy] 24/3/2017 16:01

Thought we may have had a holdings RNS by now but hey ho..........

[soundbuy] 22/3/2017 08:01

SPH Jefferies International Buy 33.88 34.00 Old PT 55.00 New PT 55.00 Reiterates

[steeplejack] 21/3/2017 13:53

They'll come a point (possibly within the next 18 months) when Sinclair could well attract predatory interest.Sterling is likely to remain under pressure (making SPH internationally attractive value )as the company moves strongly into profits.Once the hard work has been done and is paying off,who knows.

[soundbuy] 21/3/2017 13:40

SPH Stifel Buy 33.75 35.00 Old PT 71.00 New PT 71.00 Reiterates

[soundbuy] 21/3/2017 13:25

Re M&A, first thing that crossed my mind after a second read through later this am. was how a larger Co. like Allergan with a leading medical aesthetics portfolio could strip out costs re sales/marketing/development etc, and bring forward profitability, they even operate R&D centres in the UK, Ireland and France.

Interesting times.

[soundbuy] 21/3/2017 12:39

Equity Development‏ @equity_research 9m9 minutes ago

$SPH Sinclair Pharma. Upbeat presentation by CEO (who presented at ED Investor Forum in 2015) at analysts meet @FTIConsulting today.

[soundbuy] 21/3/2017 10:08

That settlement obviously a downer at the open albeit history now...

[soundbuy] 21/3/2017 10:05

Cheers.....

[shroder] 21/3/2017 10:03

Sorry, only have the hard copy - there's a couple of revisions but broadly the same from previous note.

[soundbuy] 21/3/2017 09:52

PH are house/nomad but would like to see their take on results

Gathering a little traction now...

[mfhmfh] 21/3/2017 09:46

Peel Hunt reiterate target price of 68p today.

[soundbuy] 21/3/2017 09:42

Any link to that note, would like a gander if possible.

[shroder] 21/3/2017 09:31

It has a lumpy market cap plus no real track record in aesthetics, but as others have pointed out, progress has been solid.

Peel has this as their number one pick for 2017

From today's note:

"Sinclair remains our top growth pick in UK midcap healthcare."

[steeplejack] 21/3/2017 09:16

Understandable market hesitancy but it does look like things might improve substantially over the next couple of years.Given the company's history,'the proof of the pudding will be in the eating'.The next set of figures,should see the company confirming EBITDA profitability and maybe the stock will begin to tick higher.The shares are tightly held afterall and any sustained fresh buying interest should make an impact.I'm fairly confident that the stock should be 40p+ by the year end.

[soundbuy] 21/3/2017 09:02

'Looking ahead, the Board expects Sinclair to be adjusted EBITDA positive in 2017. Beyond this year, the Board believes that strong core revenue growth augmented by US, Brazil and China launches, combined with operational leverage through rising gross margins and a controlled cost base will position the Company well to deliver superior returns for shareholders". '

Couldn't put it better myself :)

Excellent progress to date, well pleased, seem to have hit the ground running since disposal and investment now will reap the rewards later. Jam tomorrow but nature of the business at this stage of development hence the reaction not a surprise, been here before.

[steeplejack] 21/3/2017 08:53

I don't think you're going to miss out sitting on the sidelines for a few months.

[woodcutter] 21/3/2017 08:39

sold my holding in two tranches this morning. Growth looks very positive but the sales and marketing spend placed some uncertainty in my mind. It also hit a point of resisitance at 35p and i figured it might just retrace back to support just above 30pish from here.

I need to be more convinced on the financial strength before coming back in.

woody

[steeplejack] 21/3/2017 07:56

"Following the non-aesthetics disposal, Sinclair's remaining business had pro-forma 2015 revenues of GBP25 million. Post-restructuring and including the annual contribution to Thermi training costs, Sinclair's breakeven adjusted EBITDA revenue run-rate is approximately GBP47 million. While it was essential for the business to grow quickly in 2016, the business remains forecast to move to a positive adjusted EBITDA in the second half of 2017."Company reducing operating costs and expected to enjoy continued expansion in margins on the back of continued growth in revenue.Once the market decides to focus on prospects for 2018,the shares might begin to perform.For now,everything looks set fair.