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Seller out confirmed
Baille and Co
Good luck with buys, unless the forced sell continues on Tuesday, I’d be very surprised if you can get your hands on any at current pricing.
AN card has been played, going to get very interesting - would expect to see some sort of update from SiS as well? Unless shares are being accumulated without any approach / offer?
STRONG OPEN TOMORROW. MORE STAKEBUILDING IS MY GUESS
Agree Sushi
I posted this 2 days ago, should be good week starting tomorrow
I'm adding some more
APPLIED NUTRITION IS THE UK’S FASTEST GROWING SPORTS AND ACTIVE NUTRITION BRAND.
The owner has bought 2% in SIS and probably wants more. Could this be it?
https://appliednutrition.uk/ or its owner has taken a 2% stake. Now will he purchase more. What are his plans. I see this going up tomorrow.
Good luck all.
Yes sq
The SIS Feb update says as much
I e growth phase now and expansion into America
SiS bought Bought PhD for £32m (RNS from Wed, 9th Jan 2019 07:00)
Since then, they’ve moved PhD production in house + grown PhD business + SiS ongoing business. I’d say any buyout must be way above £32m, so plenty of scope to multibag.
Any aggressive share purchasing below this by AN (or subdivision etc) is just a business grab at rock bottom prices, making any final price discounted.
With SiS gel patent, beta fuel, production facilities, brands, loyal customers, USA growth, a £13m value is insane.
As SiS have finished investment / fast growth phase, I’d expect the focus to now to to profits?
From another poster called wolfofthewalk
If you take a look at Applied Nutrition Limited at companies house (and it’s profitability off half the revenue base of SIS) then it’s not a stretch to envisage why there might be interest in SIS.
It’s a decent chance to consolidate in a fragmented UK nutrition industry with SIS and PHD brands up for grabs- question is, what’s the price?
On the form it mentions Stephen Granite Ltd company taking 2% on Thursday 6th April
About
COO of the UK’s fastest growing Sports Nutrition business with its own in house manufacturing facilities.
Executive Chairman of the UK’s largest food tanker Business, Private-equity backed.
Former non-executive of Logistics UK (formerly FTA) the largest trade membership organisation in the UK for the Logistics sector.
ReplyRecommendReport Post
do
See my posts from yesterday
I have posted who he is
Atb
L
18.00 hours Thursday. Friday was a bank holiday as is Monday.
Very interesting about 6pm RNS on Friday about Stephen Granite now holding 2% of SIS. So does anyone know who is this Stephen Granite? Is he the friend of Moony?
Hello wolf
I had been watching SIS for about 3mths and noticed it was falling yesterday and felt it had to be a big seller ( as you also had observed)
Currency SIS is £13mln with most overheads and upfront costs for new manufacturing facility now done and growth phase initiated and with revneus of £60mln +
I think buying here at 7.5p could offer good value , I will be adding more Tuesday because as you say,the Stephen granite development suggests at least one potential buyer of SIS and he has private equity connections
I wonder if he will add more ?
Certainly an interesting development re Granite (and association with Applied)
If you take a look at Applied Nutrition Limited at companies house (and it’s profitability off half the revenue base of SIS) then it’s not a stretch to envisage why there might be interest in SIS.
It’s a decent chance to consolidate in a fragmented UK nutrition industry with SIS and PHD brands up for grabs- question is, what’s the price?
Expecting £66mln revenues (SIS market value only £13mln at 7.5p)
This asset eliminates proposed substantial 2023 co-manufacturing cost increases and will contribute significantly to profitability. In addition to a transformation in margin, the new line underpins major innovation projects which are expected to deliver incremental revenue in 2023.
· Our USA business this month transferred to The Feed, the leading online distributor of endurance nutrition brands in the region. As well as accessing our core consumer market, the deal results in a strong improvement in expected cash generation for 2023.
· A strategic partnership has been agreed for our already strong Marketplace business with Flywheel Digital, the global leader in Amazon growth delivery. 2023 sales to consumer are showing good growth, and we expect to see outperformance from March because of the new partnership.
· People costs for 2022 were significantly under budget and we expect to hold this cost flat in 2023, despite wage inflation. 2023 will also see a solid reduction in overheads versus 2022. Capital expenditure will be at an all-time low, given we have exited the strategic investment phase in supply chain and technolog
On the form it mentions Stephen Granite Ltd company taking 2% on Thursday 6th April
About
COO of the UK’s fastest growing Sports Nutrition business with its own in house manufacturing facilities.
Executive Chairman of the UK’s largest food tanker Business, Private-equity backed.
Former non-executive of Logistics UK (formerly FTA) the largest trade membership organisation in the UK for the Logistics sector.
Someone took 2% of the company too
See the late Rns at 6pm
It's quite clear a fund with about 4% has been q forced seller (tax year etc?) And has been happening across alot of companies.
Personally I see it as a good opportunity to buy given the positive February update and the fact they raised £5mln only a few months ago at 15p
https://www.sisplc.com/shareholder-information/
It’s Good Friday tomorrow (today now) don’t think he will be. Bless
May be Moony will bring out some rabbit from his bag tomorrow to steady the ship.
Not in here, but keeping an eye for an oppportunity if it presents itself. When an SP crashes 40% without a meaningful announcement; it does make you wonder what's causing drop and what announcement is being lined up behind the scenes.
AIMHO.DYOR.GLA etc...
It was a great price before todays drop, way overdone and for whatever reason, someone needed to shift a lot of shares quickly.
With the protein bar machine coming online, it’s a game changer and opens up some serious margin potential - although no way near as good as adding a bit of starch to water!
If there was ever any serious takeover bids coming in, it’s surely going to be at current prices.
I'm not in and unlikely to buy but 2 things come to mind having just seen this:
1. Surely the dumper wouldn't dump that much in one go as an insider as they would be open to being caught fraudulently trading with inside knowledge
2. SIS haven't released a 'no reason for the drop' rns so I guess they must indeed know of a reason
interesting though......
"massive drop today for no reason". There's always a reason ria20, you just don't know what it is yet.
"think like warren buffet buy on the drops". Wazza wouldn't buy a pile of crap like this, whatever price it eventually drops to.