Member Info for skid35

Strange. - no reason given for the fundraising - complete silence on business performance - Jens has made such a loss already, is he trying to get the company "on the cheap" based on inside knowledge Perhaps the management should focus on a company operating in a market that is growing exponentially, rather than financial engineering we might be in a better position. price reaction shows complete and total indifference

assume trading update mid late april.

Its the COO - must be new in as this seems to be his only holding. Doesn't invalidate what you have said though.

Any ideas on the poor recent performance. I suppose buys when IC provides a write up and then back down a few months afterwards

interesting rise today against a declining market

Alf - if the strategy was set out from the start why change the LTIP so drastically ? Results are no real surprise as the LTIP for 16 (set 3/4 through the year) are for a 30% growth. With the pound sinking I can see the targets easily being met in the future.

its always the case when you get a write up in IC or one of the tipsters in the papers, small shareholders blindly following immediately pushing the price out of its normal price range before the inevitable decline and stabilisation.

?????

Hi Shaxe, Accounting changes don't really undermine a business model or cash, I would have thought any management presentation would compare pre and now both for results and forecast.

I bought my gin loving wife a bottle of Blackwoods for Xmas (via amazon) which she has just opened and commented on just how good it is, as she usually drinks gin c £10 per bottle more expensive. I was hoping for this to come down to 1.5 to buy, but believe I am a little too late here.

Arrrrggghh. Bought in a couple of weeks ago below 8p and was hoping to top up this week with some dividend payments from other companies. Think this will still go higher.

Always amazed how many small shareholders simply blindly follow IC tips without understanding any detail on the company.

These appear to be purely management contracts, no ownership of the underlying assets and indeed possibly in competition with their base remit. No terms mentioned - eg performance fees or % of underlying shares. Does show they are well respected. Purchased yesterday below 47p (and have indirect holding via woodford)

Yep, hopefully a few more to follow.

rights issue on the way ? or any other explanations - eg they have missed the boat ?

Took up my option under the offer. My question is whether there was an absolute request by a customer that if it strengthened its balance sheet, and when this happened there would be an order - rather than vague mummurings that you not big enough to us to deal with ?

Cav was given some shares a long time ago as a brand ambassador etc, When he signed he signed to etixx for a few years I doubt he was able to do anything for sis, high5 are cavs current team supplier

Sold at a decent profit having bought low. I originally bought due to a low price (late 40's) and, as a customer, I can really see the global potential of the company to be the premium worldwide brand in the sector. I sold due to integrity concerns on the LTIP and dilution of shareholders equity. 1. You simply cannot set a revenue target for 2016 in the middle of Sept 2016 when you have strong visibility of revenue and backlog for the year. 2. The LTIP, although clearly focused on revenue growth, should have some small element of cash and profit. Some of the promotions clearly look to revenue growth irrespective of profit or having a long term customer. The good news for shareholders (since I sold) is the favourable FX as they enter new markets. The good news on the 2016 is that, surprise surprise, revenue growth was exactly 30%. Under the LTIP there is no benefit for revenue growth in excess of 30% so I expect there was considerable orders which went deliberately unfilled at the end of 2016 meaning the underlying business is strong. With the hybrid pharma companies coming under pressure on their core pharma margins and revenue, SIS would make a nice addition.

More likely a pharma type who have consumer / nutrition products - Glaxo (new ceo from consumer side of the business, Abbot, J&J - or an FMCG such as unilever / nestle etc

To me the podcast didn't actually say a great deal, a share purchase is effectively a vote on the management team.