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Priced to perfection?

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Results covered here include those of several highly rated smaller companies, including a Main Market constituent which appears to be priced to perfection. Our value pick, surprisingly comes from the normally pricey healthcare sector. An acquisition from an asset manager also leaves us scratching our heads.  (Free to read)


Science in Sport: encouraging, but…..

Sports nutrition specialist Science in Sport (LON:SIS) reported encouraging interim results lifting the shares back close to year highs.

Our previous commentary considered whether Science in Sport was good value and the shares are now up more than 150% since our original note.

For the 6 months ending 30 June, revenue rose 24% to £29.3m with both of the Group’s brands contributing - PhD sales rose 15% to £13.4m and SiS sales were up…

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