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If only share price was driven by wishful thinking. No trading update - I wonder why? Cash position - highly likely appalling from what the results suggest. PhD being blown away by Applied in retail and that’s structural. Here’s my bet. Back to investors for further dilution shortly (they’ve no other option I would suggest) and a share price that will tank. The last placement was 15p before Moon and Clarke’s last set of results - what will this one be? Caveat emptor for me.
30 pence looks to be the next stop. Very good recovery play now. When 30 pence is gone there is a gap up to 60 pence. Great play here.
When 18 pence goes it has a gap up to 30 pence. Still a strong buy guys. Great products....
First buy was under 8.0p and I have been adding. I certainly see these shares back up over 40p by the end of the year. I see consolidation coming with another sports/protein group. If an offer comes it could be as high as 60 pence. Perhaps a sale of PHD. That must be worth more than our market cap. The rest comes for free. Great buy guys. Lots of upside here on improved trade, and better wholesale whey prices. Looking very good imho STRONG BUY
Gap up to 31 pence on the graph. Last chance to buy at these cheap prices. Going to be a bid I am sure of it. When that comes it will be much higher..
100% up already
Improvements have already been made. Shortly I expect improved trading and a rising share-price. Happy with my sub 8.0 pence price
Applied is definitely in better position than SIS right now, a scan of respective filed accounts shows some significant cost / efficiency differences, e.g. Applied has a work force that is half that of SIS for a similar turnover, SIS marketing and Admin overheads are astronomical in comparison, even after you take out the non cash items.
SIS making a large loss whilst Applied makes a nice profit and has positive cash flow.
I have been using SIS products for years, hydration, bars, gels and recovery products, and would not change, but the business needs to get the fundamentals right, drive operational efficiencies and make a better return on the marketing spend.
Now we have a new leader in place, I am expecting this to happen, from a personal point of view, I would love to be leading this business as I think the potential is sky high, but our new Exec chairman needs to get hold of the business and start to drive it, either that or put a COO in to do exactly that . There is no reason why opening up distribution in new countries / markets cannot take us beyond the £100m sales in the next 18 months, but the management team needs to own this objective and drive hard.
I do see growth in the share price from current levels and I am looking forward to the next update.
I see a clear sign and pathway back to 80 pence. But being conservative I will go for 30 pence where it was hovering for about a year back in 20-21. Now the factory is up and running, the company must be more profitable and with new outlets things are looking very good for a recovery. I was wise to sell these at 84 pence. I think I was wiser buying back in sub 10 pence. Already sitting on a good profit and I expect more. Much more. STRONG BUY from me at these levels. Could always be a chance of a bid from THG. Or another large player. All upside in my opinion.
I have to agree. Aside from the completely different financial position, AN is in a far stronger place for growth with the JD group behind them, a single brand with a broader reach than both SIS & PHD internationally and what looks like modern approach to the brand. If you compare products too, SiS is still living off a product that is almost 20 years old, with zero new products or new sports supported - that I can see. PHD is the same. Nothing has been done since Moon acquired it. I believe one of their protein product lines equates to over 50% of their revenue a big risk in such a competitive market. Also if you are to believe what was claimed here last year, they've had to scramble to save their bars business when they brought it in-house with an inferior bar. I'm desperate to get back in and it's tempting but I'm not seeing any green shoots yet to justify it.
Comparing Applied to SIS is like comparing an apple with an orange. Applied is well run, making a 30% EBITDA and growing at 60% in a protein market that is way more competitive than endurance currently is. It does, however, tell the story of what might have been had Moon et al been even remotely competent. The problem for SIS plc is now one of cash, having seemingly exhausted every means of raising it - asset financing, invoice factoring and a recent placement that sent the share price tumbling. New management there is but however good they are - and it’s only Dan Wright who’s new - the future will be bleak until they can inject cash into the business. Yes, the trading update is crucial but its absence to date suggests it might not be what everyone wants to see. I’d love to see a firing SIS but fast cars without petrol don’t move.
No I am not Mr Moon. I did get some of these when the company came to the market a few years back. I sold at 84 pence. Back in as I am super positive of the share price rise. At least to 30 pence. I have never posted on instagram.
Recovery to 30 pence here looks very likely. Just need an improved trading up date.
So we are talking billion dollar market here then. Good to see so much positivity at last after the loony moony is forced out.
If applied nutrition floats for a bill I will eat my shorts
Sis is the same size as it
Check out sky news. Business
After the tirade of P&D messages, the silence gives us the answer.
Are you Mr Moon? You did similar name in PXS board as Food Eagle and get out at 7P leaving a lots of people in tatter. If you are Moony then probably it is time for you to retire from this type P&D activity before you get caught red handed.
😂 looks like the delusional loon, Moon (who loves his sushi) is back behind the keyboard...he had a very similar name for his instagram handle a couple of years ago for those of you that have been following his downward spiral/ journey 🤦🏻
Give it a rest fella
1 year high. Looks like there is a gap up all the way to 30 pence now. 100% upside. Expect good updates on trading. And further rises.
I am expecting good news on the trading front. Share price will not stay at this level for long. Big upside.
I see a big jump taking place here shortly. Sales are up. I see an eventual take over here and multiples of the share price.
Looks like trading has much improved and the the director putting in £110,000 is a very good sign of that. I am sure there is a larger player out there is looking at PHD. That alone could be equivalent to our market share. Expect big uptick.
When a director (e.g. and ex CEO) leaves the company and does so under a Compromise Agreement, he will have a fixed period of time to exercise and/or sell his existing share options. Mr Moon is probably on a 12 month notice period of gardening leave but the window to move on his shares could be shorter. Therefore its logical to sell some at this stage. The "new blood" leadership isn't investing £110k just to double his money (or that of his family Trust). He is hoping for multiples of this return on his investment. Nothing is happening quickly so give them time. They need to re-position this business as profit making. Other big investors topping up (we we saw too here) is also a great thing to see. Whether or not we see 70p per share again is very uncertain but we are going to see a climb and I am looking forward to the pre-close figures next month.
Director puts in £110,000 worth. We can expect things are looking positive. Does not matter what the old director did. He needs cash.
There is a definite improvement in the company prospects. I expect offers for PHD. Or the whole company.
Looks like something very big is brewing up