Member Info for alfista

Now why would they be holding an analysts conference call after the results? Plans ahead were included in the demerger details, could be some fleshing out of the bare bones I guess. Noted that SiS rego is now on Amazon USA, but of course this could be an initiative by an importer rather than any part of company launch plans. This share has a bit to go to mature as a prospect IMHO. The attachment to Provexis is still there, and it shouldnt be now, a success underpinned, sports legend backed, ambitious to get out to the world sports nutrition brand should be judged on its own merits. The chunky buys have continued after a brief lull, suggesting to me that there are those with more foresight, vision and investment maturity than route1 who can see a prospect here.

A decent rise indeed, suggesting that there is not much free float would you say?

Showing strenhth here, very few sells getting mopped up continually. Suggests to me that there isnt much free float. The buys look like a patient build approach by someone.

Good to see the market responsing positively to the acquisition. Over the past couple of years the group has grown without an awful lot of chat or news items appearing. I wonder how many different companies can be absorbed whilst maintaining controls over key personnel and budgets, it must be a challenge to the BoD. As the UK economy puts the recession period behind, the opportunities and rewards for this sector are very attractive, and investors who took positions at these levels should see a lot of upside. Happy to hold for those rewards.

Further inroads in to the healthcare sector, synergies with Bray Leino existing division. Are we now taking the decision to expand borrowings in order to speed up group growth? It may be an opportune time as attitudes to bank lending are reverting to a more normal level post recession. Well done on the buys chaps, adding on the lows looks a very good move IMHO

One of the features of this one has always been the small number of trades, hence liquidity is often poor. Seen as an investment over the medium lon term that matters very little, but it would be much better of the company could shine it's light a bit brighter in the marketplace. The last couple of results didnt help, as the full cost of absorbing the acquisitions dragged on profits. We keep seeing good snippets of the progress of the different segments of the group, and the advent of dividends is a tangible progression, but something has acted as a brake on the sp for quite a long time, the only thing I can think of is that the director who left has been disposing. Patienece needed, and more PR from the top too would be really good.

Is there any chance you could grab a calculator that cost more than 99P ? A 20+ per cent increase in revenues, at am i,proved gross profit, would throw what in to the big pot marked total earnings? Calculating old costs against new level of turnover is an elemental error. Not what one would expect from an FD ehh?

Great to see such well known names trusting group companies for their promotion. More power to them.

OK we will leave it at that. Dilution, if growth of 23% can be further improved by cracking some more markets, or widening the product range, or further very high profile tie ups in more sports sectors, is not a problem to me.. As for your views on the top man, you are bright enough to know what that is, a very destructive emotion and not one that will help an investor IMVHO, but that is your choice.

Growth at this stage is the most vital part, and to be told recently that we have seen an over budget increase is strong evidence that targets are being met. The product is not price sensitive, and the gross margin is huge, allowing lots of promotion activity whilst still mainating GPM, see the last accounts and it is claer, a 6% improvement in GPM, bigger growth and bigger GPM together make for a lot more gross profit, as DK rightly says, management CHOOSE how much is spent on further growth, and they have stated that they will choose to reinvest revenues to move in to new markets and to increase penetration in to existing ones. If that investment we switched off, profits would soar, but future growth prospects would vanish. Comparing this to the private SIS is a fallacy, state of the art production comapred to Tim Lawson's mum's litchen indeed, come on, get real. Growth is growth, it will cost, by companies in retail get valued on a multiple of revenues, therefore more revenues.... Honesty, please do not be dishonest, your intention is very clear and simple, you are better than that.

And very grateful for our farthing per share we shall be. Actually, debt reduction and more evidence that the companies in the group are benefitting from the sharp rise in business confidence would be just the ticketas far as I am concerned.

That is a despicable post. Why do you feel the constant need to abuse other posters. I have never ever seen anything but abuse in your posts. Disgraceful.

'course you would say that, you are trading swings and looking for an entry. Actually a small profit last time, so a little more each time is what they're aiming at, but growth is the key word attaining market share here and in more countries. So, sell on the peak, 96, and pay the CGT, oh, no better off. Funny that.

That does tend to read as some kind of a grudge first post. The management has done an excellent job of weathering the tough years whilst continuing to expand, paying due attention to driving down debt ratios. No mean feat. Sure, exapnsion brings with it issues that must be addressed, but the driving force of increasing market take overcomes such short term issues IMHO. The advent of dividends is not to be sniffed at, progressive increases as debt reduces further, plus the desirable ambition to continue expansion, looks a sound atrategy to me. I rather like the long words, although I always take them as a humorous expression rather than the core of the message.

I expected a bit of positive response to a 23% year on year sales growth, both on here and in the market.. Still, goals being achieved, huge further potential. Looks good to me.

No new news can be disclosed at the AGM, so reading the update on RNS will give us as much info as anyone who goes in person. What will we be told, so soon after the detailed state of play per demerger. Pretty much the same I suspect, DSM are actively blah blah.. A sinificant event could happen any time, at the decision or whim of one of the globals. But then, unless they achived a total media shut out, we may know about such a thing before an announcement.

Endorsement v consultancy. Different? Working with, or more importantly to be seen to be working with, Science in Sport on new sports nutrition products. Gold dust.

Mark Cavendish is undoubtedly highly newsworthy, the good PR opportunities presented by his appointment can only be good for the profile of SIS throughout the sporting world. Excellent news.

More trades than I expected, havent had a look for a while, but volume is good, and there stiill seems to be a pattern of slow stake building. Who though? MrH hasnt notified in a while.

It sure is, and that is the only quotation I can pronounce, given David's prediliction for tongue twisters. Addiction has been a problem child, this period reflects that, and masks the strong performance of the rest of the group. It is a demonstartion of group strength that this kind of practical issue can be tackled whilst still reducing debt and initiating the dividend culture here. As a medium to long term investment this ticks the boxes IMHO