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I can see THG taking this over. It will have to be 2x present price though...
ANY EXPRESSION OF INTEREST IN HERE AND BOOM
PhD - In December (2018), SIS acquired the premium performance nutrition brand, PhD Nutrition, for £32 million.
Taken from:
Wed, 9th Jan 2019 07:00
RNS Number : 5576M
Science in Sport PLC
Puts a bit of scale on current share price.
Do you mean PXS or PhD?
No trading update (historically always issued in Jan).
AXA selling up.
Finance director and Ashley Read leaving in last few months.
Doesn’t look great, maybe new site + move hasn’t gone as planned and budget blown? Need to sell a lot to cover those new overheads! Declining market would be a real kick in the teeth.
Or
Buyer in the background, NDAs in place and nothing can be released. When you think how much was paid for the PhD buy out + the progress the business has made, does look crazy cheap.
Will be a lot more comfortable once the trading update is out.
Two bidders will be a wonderful thing. SM is a super stroker and he will play hard ball with two bidder. I think that is the reason he brought down the SP so low.
development due at any time. A sale or an offer. Either will lift the price. Two bidder and the shares will rocket fast.
Any day now.
I expect a bidder but there are no guarantees. Trading should be better as costs are down. New factory should be doing its job. Expansion on world wide sales.
Looks far too cheap to me. Should be an update sometime shortly. It there is an expression of interest this will shoot up. The long term holders will loose out but anyone buying now will do well.
Ilovesushi,
Thanks for your thoughts. Hope something good is brewing up.
Haribol
So what does it mean by the appointment of new nonexecutive director?
They no executives do come and go. Probably nothing can be read from this. It could be seen as, there is movement taking place this man with banking experience, a deal is being arranged and he will be part of that negotiating of a price. Could be a take-over in the offing...
Soon the company has to complete the strategic review. I am certain there are bigger players out there. This could even fit with THG and their MyProtein.
Trading improvement could catch and eye and a bidder who sees a way to get in cheap...Expression of interest to come soon is my expectation.
So what does it mean by the appointment of new nonexecutive director?
Interested parties appear and it is whoosh and away. Instant 100% rise...
and boom.
£40,000,000 - £50,000,000 is my estimate. So about 100% upside. Two bidders could push the price higher.
Very good point. I think SM want to sell SIS then retire. A very good and cleaver strategy. I know very well that he is master stroker.
Haribol
The Company has two highly regarded brands: PhD Nutrition, a premium active-nutrition brand targeting the gym lifestyle community, and SiS, a leading endurance nutrition brand among elite athletes and professional sports teams.
So will a brand be sold or will a suiter be interested in taking over the company outright? Expect large jump in share price if an announcement of an approach. Big jump in share price.
At the level the company is undervalued.
100% jump.
A small whiff of an offer and watch this booooooom
Bidder to make itself known shortly.
"An outcome of the review may or may not result in a sale of the Company or of certain Group assets".
tIs is now getting close to 4 months.
As prices have come down of late, the new factory fully operational and bottlenecks solved, a prospective offering should make themselves known shortly.
Expect quick jump to 24 pence plus. Two bidder and we are into big big money. Great chance to make money here. Bid for the entire company shortly.
If the company announces that there were several suggestions of interest in buying an asset or any consideration of a bid, then it is instant jump to 24 pence plus. 100% upside.
Good opportunity to some cash me thinks. Another protein maker perhaps. THG got the money as have a few other players. Certain chance for another player to make a bid.
New factory coming on and that will save money. Cost reductions. ETC. All leading to a bigger player possibly making an offer. If the company then informs the market several offers have been made, the shares will woooosh..
Good chance to see the share up from this level a significant amount.
Good post. I think this is SM's new strategy.
With new factory and lower costs its back to profitability and is now an attractive bid target. I expect company news on an expression of interest. Then quick jump to 20-25 pence. 50% -75% instant rise then more again with two parties.
Good upside potential with these.
SIS protein products would make an excellent fit for THG and their Protein business. SIS is undervalued and has no bid premium. I expect that to change soon and a swift rise in the share price. Lots of upside.