pharmaspecialist
15 Feb 2017
Re: Moving up I am not aware of any news, but perhaps some people will now be aware of what the impending results say.
richard599
15 Feb 2017
Re: Moving up Nothing obvious, but results due in a couple of weeks.I'm expecting a good set of results based on $ earnings and US expansion ...R.
lew mannheim
15 Feb 2017
Moving up Any idea what is happening today? Shares up 20% but no announcement I can see.
Blanketstacker
14 Aug 2016
Re: Toppish price Glad you got in Jacko. I will hold for a bit longer. Fair chunk of earnings are in dollars, so this could help. There have also been a lot of buybacks lately. Good luck.b
Another Jacko
14 Aug 2016
Toppish price I've had another look at these today and decided to sell my small holding for a decent profit. Personally I think the price has got a bit ahead of performance although this remains a very good little company IMO.I'll look to buy back in if the price falls to nearer £1 again.
pharmaspecialist
20 May 2016
News confirms hope in previous posts. Very pleased to hear the following comment in the trading update:"Leatherhead (food & beverage) outperforming the Board's expectations in terms of profit contribution"Sorry to repeat this again, but I am ever more convinced that the purchase of Leatherhead is going to prove to be a real bargain and will have a material impact on the company's future, but is not yet reflected in the share price.
Roger Baron
11 May 2016
Re: Interesting? Agreed, but according to my chart price already at year low. Quite relaxed as in for long term at 86p and will be tempted to top up if it drops further.A few respected fund managers are holding and, for what it is worth, Westhouse and Numis both target 177p.Actually div not due until 10th June. It goes ex div next Thursday so expect a further price drop then.
Blanketstacker
11 May 2016
Interesting? This company provides various scientific research services, in particular testing and product development including in the trendy food analysis area. It also owns the freehold of Harston Mill in Cambridge, and rents out business accomodation there. There is also property in Epsom.PER = 13PEG = 0.94Yield = 3% (due later this month)We are approaching the annual low.There is no debt.Annual results in March showed static cashflow, and a small fall in operating profit but revenue up 10%.Recent increase in holding by Hargreave Hale and Ruffer (for clients).There have been a series of small recent acquisitions, each profitable and quickly integrated.The Chariman is Martyn Ratcliffe, formerly of MCGN. He seems to be establishing a common pattern of shrewd management and growth by very selective acquisition. His record there suggests he is against shareholder dilutiuion and in favour of a steady yield.This could be a slow burner, with decent dividends along the way.Any opinions please?
DarwenLad
23 Apr 2016
AGM SAG has fixed its AGM for 9.0am on May 19th at the offices of Numis, its broker, in the City of London. This may be a great company, but judging by the unhelpful timing of the AGM, and my brief dealings with the company secretary, this does not appear to be a company that goes out of its way to encourage private shareholders to attend its AGM. A pity.
mcescher
30 Mar 2016
Interesting look at intrinsic value of Science Group Looking like a solid dividend payer [link]
II Editor
07 Mar 2016
NEW ARTICLE: Science: Mixed results mask value "Research and development consultancy Science experienced growing pains in 2015. They should pass.Research and development consultancy Science experienced growing pains in 2015. They should pass.In full-year results to December 2015 ..."[link]
pharmaspecialist
03 Mar 2016
Re: NEW ARTICLE: Six great-value companies ... I would certainly agree with your analysis Richard. I already own most of these companies (though not Goodwin or Dewhurst). I think investors would do well to note today's (3rd March) press release from Science which says "the potential synergies of the Leatherhead operations with Oakland and Sagentia have become increasingly apparent and the Group's existing offerings to the food & beverage market have been significantly enhanced by this acquisition." This is a very good sign, particularly as the company is often quite conservative in its statements. I reckon the money paid to buy Leatherhead under pressure of adminstration will prove to be a real bargain.
II Editor
05 Jan 2016
NEW ARTICLE: Six great-value companies for income and growth "This year, picking three long-term value growth prospects and three long-term value income prospects has been easier than in previous years. I've developed a "decision engine" to rank all the shares I track. The highest-ranking are those ..."[link]
pharmaspecialist
18 Sep 2015
Hargreave Hale takes another nibble Hargreave Hale, the AIM specialist, owns about 10% of Science and I notice they bought another 8,000 shares just after the deal with Leatherhead was announced. 8,000 shares is certainly not a material number, particularly as they already own about 4 million shares, but it is quite difficult to buy a significant amount without moving the price too much and I would regard their latest purchase as reflecting their approval of the Leatherhead deal.
pharmaspecialist
17 Sep 2015
Transformative deal? Excited about the purchase of Leatherhead Food International as the Leatherhead name genuinely has a global reputation built up over almost 100 years and is, effectively, a brand leader in food science with an unmatched list of blue chip clients in this field. I shall be very interested to see what happens when Science's entrepreneurial skills are applied to this company now that it is free from the "not-for-profit" shackles of Leatherhead Food Research. Watch this space.
