Omaha man
23 Oct 2015
Placing today That is a very substantial increase in the issued capital of the company - 15m new shares on a base of 26m - so we are being heavily diluted here. I'm sure it will accelerate their revenue growth, whether it will accelerate a move into profit is another matter. I am particularly concerned by the early entry into the US market. I realise the modern approach is to roll out your concept globally as fast as possible to gain first mover advantage, but the risks of doing so are considerable when physical infrastructure is required rather than just an online presence. The list of companies who have wrecked their businesses by trying to get into the US is not a short one. Without a profitable base from which to do this those risks are amplified. Trying to run before it's walking: I'm not confident.
The Dragon Re-born
22 Oct 2015
Re: SKY and SIS Posted by Tradingstock247 on lse"First Milk's CNP loses Team Sky contract to Science in Sport[link] on board for Science in Sport awareness briefsis-rangeDavid PriorDavid Prior — 21 October 2015- See more at: [link] first non barking post in a month, thanks
The Dragon Re-born
21 Oct 2015
Still barking at the Moon on the wood working channel, ignoring the growth and the FACT that SiS could move to profit whenever they choose· Dragon, inconvenient for them or are they just a bit dim
Global Nomad
20 Oct 2015
Re: Brilliant news pipped to the line by a tyre width
The Dragon Re-born
20 Oct 2015
Brilliant news "We are proud to announce that we will be the Official Sports Nutrition Supplier for Team Sky from January 2016!"Dragon, as opposed to the unofficial one.
Global Nomad
20 Oct 2015
SKY and SIS just got this email.....We are proud to announce that we will be the Official Sports Nutrition Supplier for Team Sky from January 2016!We will be working with the 2015 Tour de France winners to create bespoke products, support and advice to fuel their world-class athletes including Chris Froome, Geraint Thomas and new 2016 signing Michał Kwiatkowski.Nutrition plans will be tailored for each individual athlete and will include a wide range of products, from our SiS GO Energy and Electrolyte gels, to the new SiS Protein range.We’ll have some exclusive Team Sky Bundles available soon as well as the Team Issue Bidon so keep an eye on our website and social media channels.Happy TrainingThe Science in Sport Te
Boring Bernie
16 Oct 2015
Re: RNS - Results ! GCCRI mostly agree with you. Not sure about capex on production, I don't think there's been much outlay on long term assets recently, it's been more costs of goods and M&S related. We should start to see revenue growth converted into profits over the next 12 months but, at the moment, the market either hasn't seen that, or doesn't believe it, hence the sp drifting down.I've not added yet, but it's deffo on the radar over the next few weeks. If it drops further then I may well drop into the Bernie Piggy Bank, but, at the moment, for me, it's just a weak buy. If it doesn't drop, then I'll stick with what I've got, no big deal either way.
GCCR
15 Oct 2015
Re: RNS - Results ! BB- With much of our Production Capability ramped up and built now, our Capitalk outlay should be pretty much spent so I would expect Revenues to ramp up as forecast and profits just around the corner.
Boring Bernie
06 Oct 2015
Re: RNS - Results ! Just to add to that ..Forecast revenue for the year is 10 million, with an expected loss of ~80k, so, on a revenue basis, we're currently valued at ~1.6 times forecast revenue. If that revenue growth starts getting converted to profits, then we look quite cheap, but, so far, profits have pretty much eluded usForecast profit for 2016 is 380k against forecast revenue of ~ 11 million, which would still put us on a pretty steep valuation based on profits, but i think that'd quickly lead to seven figure profits, at which point we'd be cheap on a profit basis too.At the moment though, I can't see us moving much out of the 60 to 80p price range tbh
Boring Bernie
06 Oct 2015
Re: RNS - Results ! Re "I don't understand why there hasn't been a massive leap in SP"I'd say that's because there's still a bit too much "jam tomorrow" for the city to sit up and take much notice. That and a negative cashflow of ~1 million in H1 will be making people wonder if there's going to be another fund raising sometime before year end.Given we have little, or no debt, " Second half projected to be EBITDA positive" is a bit more encouraging though and suggests cashflow will be positive in H2.If it drops below 60p it'll be looking cheap and I might top up, till then it's just a hold for me.
GCCR
02 Oct 2015
Re: RNS - Results ! Absolutely rhight ! Don't understand why there hasn't been a massive leap in SP ??.
The Dragon Re-born
25 Sep 2015
Re: RNS - Results ! I like this"Revenues increased by 19% to £5.24 million (H1 2014: £4.42 million), with strong growth in online channels and international market"sthis"Second half projected to be EBITDA positive given planned first half weighting of marketing investment, with full year financial performance expected to be in line with expectations"and this"In addition, we invested in market analysis and the development of a US market entry strategy. "Dragon, and much of the rest
GCCR
24 Sep 2015
RNS - Results ! Pretty much as expected. Good to see growth numbers and continued expansion abroad. Cash positive soon should provide a nice boost !
GCCR
01 Sep 2015
Re: Health Supplements bad press comment... Hahaha! Love your post Biswell !Probably the most transparent de-ramp attempt i've seen for a while. I'm looking to increase my holding here so the un-educated may well help me buy lower i guess, Trouble is, it's too obvious, as is the success of our business.
The Dragon Re-born
09 Aug 2015
Re: Health Supplements bad press comments Biswell, no one can imagine that you care, are you some kind of MRA hole, chanting "what about the menz" Do you climb buildings dressed as Batman?Its peoples personalities that give the them eating disorders, right at the start of the 1st link"Researchers said that factors such as body dissatisfaction and low self-esteem drive men to take up these supplements."Dragon, case closed
