The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
https://www.investegate.co.uk/collagen-sol-plc--cos-/rns/director-pdmr-shareholding/201804060931240995K/ The Company today announces that on 5 April 2018, Hilary Spence, Chief Financial Officer ("CFO") of the Company, was granted options (the "Options") over 2,000,000 ordinary shares of 1 pence each in the share capital of the Company ("Shares") exercisable at a price of 2.70 pence per Share. The Options, will vest in three equal tranches on the first, second and third anniversaries of 3 January 2018, being the date of Ms. Spence's appointment as CFO. Such vesting will be conditional on her continued employment. In addition, the ability to exercise any vested Options will be dependent on achieving a closing middle market price per Share of 10 pence at any time after the date of grant and on the Company delivering sustainable positive cash flows from operations for any period of six months. All Options will lapse after 10 years from the date of grant, being 5 April 2018.
Possibly just worse.
Yes was unexpected, and my apologies....lol Surely, I ticked you up for your insight. Well at least the NZ operations gave us a hint. So .i will hold on for better sales and revenues later in the year. " The loss for the year will be greater than anticipated due to the lower expected revenue and the costs and write-downs associated with the proposed restructuring of the New Zealand operations, which was announced last week. Such losses will in part be offset by the partial reversal of previously accrued earn-out provisions "
"The loss for the year will be greater than anticipated due to the lower expected revenue and the costs" Pretty much as I was saying, forecasts and revenues here are not that impressive. apple, Do NOT reply to me
The top up at 2.5 for 63000od was mine....hate it when someone confesses to a profit afterwards so will mention it now
One thing i genuinely can't understand, why would anyone sell at such a low price? Surely you hold off for some good news?i.e sales in new product, CE mark approval?
Totally agree.
...just delays and order book should be back on track by the interims in July. In the meantime more orders and more newsflow? At least we have revenue coming in...? https://www.investegate.co.uk/collagen-sol-plc--cos-/rns/trading-update/201804040700037143J/ This delay, combined with other customer product delays which were disclosed at the time of the interim results, will mean that revenue for the year to 31 March will be �3.5m. (2017: �3.9m). The loss for the year will be greater than anticipated due to the lower expected revenue and the costs and write-downs associated with the proposed restructuring of the New Zealand operations, which was announced last week. Such losses will in part be offset by the partial reversal of previously accrued earn-out provisions. Group cash balances at the year-end were approximately �5.0 million (2017: �9m). Chance to top-up at these levels and HOLD, imo
Get CE mark and hopefully order book fills up imo. Hopefully turn this around no problem. Hopefully.......
Another fail. Say what you do. Do what you say!! How hard can it be
http://pumpedordumped.com/rampchecker/rampchecktopramper.php I hold all the stocks mentioned but there are a few that i WON'T post on for obvious reasons so as not to attract trolls.
I bought in early Feb as LT investment at 2.9p and was one of my stocks that i intended NOT to post on because trolls follow me about and then begin trashing the stocks that that i invest in.......YOU are the first troll on here that i know of. And because you have poisoned this board, COS is no longer one of my favourites. SAD but it's my fault for revealing myself as a holder of COS. I sincerely hope you leave current investors in COS alone? Do NOT reply to me.
Surely,1st time poster on COS?
"Collagen can reap big rewards" "Possibly one of the best stocks in my rather large portfolio of 17" How is this one of the best stocks in your portfolio. When I look at its forecasts they look very unimpressive to be honest. For a high risk company you would expect the chance of a high return. But the forecast is 5.9 million of SALES only by 2019. Not going to make anyone rich as far as i can see.
Bugger!
https://www.investegate.co.uk/collagen-sol-plc--cos-/rns/proposed-restructuring-of-new-zealand-operations/201803280700031089J/ The Board of Directors having undertaken an in-depth strategic review of its overall operations and capabilities has decided to explore a re-structure of its New Zealand operations for it to focus its activities in the area of Tissue collection and processing a segment the Board believe to be valued in excess of $100m. A key component will remain the sourcing of both New Zealand and Australian collagen exclusively for both our customers' and proprietary products. As well as positioning the New Zealand operations for significant growth over the medium term the proposed restructuring will enable the existing collagen production to be consolidated into Glasgow and for our current disparate R&D resource to be more focused. The proposed restructuring is subject to an employee consultation process expected to be concluded before the end of April. It is anticipated that by undertaking these plans the Company should be able to reach a profitable state more quickly than previously planned. The annual cash cost savings are estimated to be �200,000 with one-off cash costs estimated to be �150,000. There will be associated non-cash asset write-downs that are yet to be determined but will widen the loss for the year beyond current market expectation. The Company will provide a trading update on the 12th April. Commenting on the restructure, Jamal Rushdy, CEO says: "There are two sides to making this change, firstly there is the human side, and the potential loss of valued and dedicated employees in New Zealand who through no fault of their own may no longer have a job with Collagen Solutions. The other side is our responsibility to our stakeholders as a whole, and this change will help our key objectives of building a sustainable, profitable and cash-generative company in the near to medium term."
Collagen can reap big rewards...just hang in there, maybe buy the dips? "None were so blind as those that would not see" Great stock to hold.....maybe take a bit off the top when you can to derisk. Possibly one of the best stocks in my rather large portfolio of 17, five of which are kept close to my chest and are totally free of trolls and i NEVER post on them and surprisingly no one else does, all of which are making steady gains. This may well be that derampers seem not to be aware of them...............................................Y E T ! HOLD
There will be nothing until the results for FY to Mar 31st. Based on last year they will come out early June. As for Chondromimetic we won't see any actual sales for some time as they have to apply for a CE mark. See this statement from the company: Collagen Solutions has started the submission process to re-establish the CE Mark for ChondroMimetic�. Following finalisation of the clinical study report, supplemental data will be submitted to complete the submission and support CE Mark approval, targeted for the second half of 2018. Note "second half of 2018" So this is for the LONG term.
Hold, wait and see imo. Positive news pumps the sp towards 5p then over a couple of weeks it slides. Small companies always risky and volatile my belief is that if the science and product are good a bigger player will buy them out. Given its exposure in Korea perhaps Abbott http://www.abbott.co.uk/about-abbott.html
I personally was hoping for news last week! It's a slow burner this one imo.
Anyone care to comment? Would be nice considering the lack of posts.....gla BUY on dips - HOLD imo
..Stocks should go back up? This happens every year at the end of March. Pi's selling to balance their books, losses/gains etc. No Worry - No Cry Hoping for news before Easter..........?
Collagen Solutions plc is a holding company. The Company is engaged in the business of supply, development and manufacture of medical grade collagen components and biomaterials. The Company's products and services are utilized in the research, diagnostics, medical devices and regenerative medicine markets. The Company's main products include Collagen and tissue biomaterials. The Company's product range includes raw tissue supply, including pericardium, which is used in heart valves and dural patches, various strengths of soluble and acid soluble collagen, acid swollen gels, freeze-dried powders, collagen sheets and fibrous collagen. The Company also manufactures Excellagen, a collagen gel used in wound care and cell therapy fields. Its services include product development and contract manufacturing. It offers a range of bovine spongiform encephalopathy (BSE)-free bovine biomaterials to meet customer specifications, including bone, cartilage and tendon, and veins and blood vessels. https://goo.gl/nXfnnP Collagen Solutions applies for European approval after successful ChondroMimetic study *Collagen revealed quantitative three-dimensional magnetic resonance imaging analysis in the long-term study concluded that cartilage regeneration in the treated defects had reached a level and structural quality nearly identical to native cartilage. The eight-year study found there was an improvement in patients' clinical symptoms, including alleviation of pain; improved function; and increased activity level. The 'Knee Injury and Osteoarthritis Outcome Score' (KOOS), a well-known and validated patient-reported outcome measure, showed outcomes following the ChondroMimetic procedure were equal to or better than KOOS scores reported in the literature for substantially more expensive two-stage cartilage repair technologies, Collagen observed. The regenerative medtech said the study leaves ChondroMimetic positioned as "the only minimally invasive, cost-effective, single-stage treatment that fits within surgeons' current surgical techniques for smaller cartilage defects with eight-year clinical effectiveness and repair quality data".
They didn't develop it - they bought the IP
Products slides...... https://drive.google.com/file/d/1-4iopd4k7-mlYvJSiogYKAECXwmvErtg/view ...looks quite impressive when you see what they have developed.... and this company could then get reciprocating deals as interest builds with confidence in their products. Basement price and well worth sitting on a few shares. This is one of my no-trading shares, not even a top-slice? gla BUY - HOLD - WAIT....imo