UK 15:21 Monday, 26 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Collagen Solutions (COS) has updated on trading for its half year ended 30th September 2017, disappointingly including that “our first half revenues have been impacted by revenue recognition issues (£150,000) and anticipated orders which, for various reasons, have either not materialised or have been delayed by our customers' own internal issues (2016 equivalent £341,000)”…
What with all the trading statements and the placing at around the year end, results from Collagen (COS) were pretty well telegraphed. There were no surprises but the CEO statement is upbeat and that seems to have been overlooked.
This 5.75p offer share tip has not covered us in glory...yet. Shares in Collagen (COS) are now 5.375p despite a decent trading update two months ago and now further news.
Collagen Solutions (COS) has announced growth “driven by an increase in the number of customers, higher volumes from key customers and an increase in new development agreements”, sparking the shares higher…
On recommending shares in Collagen Solutions (COS) at the end of 2016 we noted that the company is understood to be investigating the possible use of debt financing, though this is a risk here. It has now announced a financing potentially to provide “sufficient working capital to fund the group until it achieves cash flow positive operations”…
Having exceeded 9p in July and been comfortably above 6p ahead of 19th December-announced results (for the six months ended 30th September 2016), shares in medical collagen-focused Collagen Solutions (COS) fell to recently sub 5p (a sub £9 million market cap). However, behind the numbers, new leadership look to have an exciting growth strategy - something we expect to become clearer in 2017. The shares are a buy at a 6.25p offer.
In the past week I have flagged up two prime examples of why the established financial media is part of the problem of AIM corruption not the solution HERE and HERE. Today the same paper, the Torygraph, serves up a third. I refer you to the market report written by pouting Tara Cunningham ( see below).
Slow but steady, is probably the best non technical description of the share price action on Collagen Solutions (COS) over recent months, but what next for the shares?
Another CEO who seems a sensible chap and I have some time for - Stewart White of Collagen (COS). This is a video of his presentation at the UK Investor Show 2015
I thought this was a polished effort from Collagen (COS) CEO Stewart White at the ShareProphets seminar on 2nd February at The Free Speech & Liberty Pizza House in Clerkenwell. Sorry to Mr White for asking a hard numbers question on camera!
It is David Evans of Axis Shield fame again. AIM listed Collagen Solutions (COL) at 7.875p is capitalised at £5 million, has net cash of £1.1 million and is forecast to hit profitability in the year to March 31 2016.
