We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
2021 was the year of consolidation and launch of new services/products/technologies.
2022 will be the year of Revenues resulting due to 2021's progress - IMHO - hence, of the SP turning the corner.
Indeed LTB
LTB
When I said merger, I was being kind... Hmmm!! good points btw
ATB
Merger?
As I had told NewUncle over on the DVRG board:
Not for a few years, if ever, because both cos are trying to progress to profitability and positive cashflow, after both having a fund raise.
Why would otherwise DVRG go into the trouble of doing a 3-year framework agrmnt, when it could buy MSYS on the cheap?
And why spend its cash, which it badly needs to commercialise all its technologies?
DVR
LTB
Interested in your opinion on a possible merger with DVRG?
ATBL
LTB
Afternoon, I agree, sometimes my interpretation of 'shortly' 'imminent' and 'significant' have been different to the BOD's of MSYS and DVRG for that matter. Ha Ha Ha (BWTFDIK)
All good, however an update would be timely as momentum has been halted here. FWIW and I keep on saying, I do like GT's knowledge, enthusiasm and presentation skills, he seems confident. (BWTFDIK)
ATBL
PC,
I remember it very clearly, especially GT's assertion that "very very very shortly" we will wrap the China Distributor Agreement! Let's hope we get it this side of Xmas.
And "shortly" we would get news about the in situ cancer diagnostics, so I guess that means H1 22!
Investor Presentation from a few months ago:
https://youtu.be/kCIlje05XUs
All the best
PC,
I think so too (wishful thinking?)...the RSI is at the bottom and - coincidence? - at levels similar to just prior the big jump after the fund raising.
GLA
LTB
My feeling is there will be an update in December, either confirmation/details of the agreement or a courtesy market update on progress.
That's a politicians response that says absolutely nothing about anything and leaves you wondering 'What was the question again!!!!' Ha Ha Ha
ATB
PCon,
We have not had any news from China for over 2 months now, whilst we have had the Twitter posts hinting at progress; so I agree that things seem to be moving towards the right direction for both MSYS and DVRG.
The "radio silence" would indicate that any RNS to that effect will have a strong impact on the SP once announced; the question is - When?
Recent pictures of MSYS technology - https://www.linkedin.com/company/microsaic-systems/posts/?feedView=all and nod to Modern Water in China
To me this looks like a prototype for presentations for water treatment facilities etc showing the mobility/portability of the equipment. For me, everything is gearing up for the CR partnership.
All the best
I may well disagree with you on the MM's calling the shots but I certainly agree with your statement 'just worry about the Company getting some news out'...
We can only stay invested as we see positive news coming out from the company.
The share price is affected by short term events (such as the 0.10p placing and warrants) and rarely reflects the true value of the business.
If you believe in the company you hold long term...
NU,
If there is news (RNSs), then the new info will be reflected on the SP by the Mkt Maker (remember, the MM calls the shots).
Back in February and for a few months, the SP held steady at around 0.20, despite big sells. Why? Because in the small print of the Placing there was a clause about Gerry's and Glen's share options that "before the options could vest, the SP had to hold above 0.20 until a specific date" - I think the 30th of June, or thereabouts. And hold it did!
What I am saying is that, the SP will get its own dynamic once some serious news is out, irrespective of sells or buys because the MM will adjust the SP to reflect the new info.
I have sees many small caps move substantially, even before any news, with minimal volumes just because the MM is adjusting the SP to reflect what they know. Or, increase the SP a lot after an RNS, again on low volumes, because of the new info.
So, don't worry about the sellers - just worry about the Company getting some news out.
And yet Gerry keeps suggesting they are LTH? Can't have it both ways. Remember Glen saying the shares were too cheap at .25p when asked. Wonder what he would say now? If there is news and the placees are still sellers then how will the SP ever recover?
Yes, 20-30% because even at 0.14 the Placees are still up 40% - so, nothing to stop them from selling to 0.11-0.12.
only another -20-30%.....Jesus H Christ
Trading update, if any, will not be issued before early january; that should show good progress in Revenue.
PaulCon, I agree, we can continue to add up - if our pockets allow.
The downside is another 20-30% max because the 0.10 guys will not sell at a loss;
But the upside is obviously much much more in 2022.
Should we worry. Of course one should worry.
SP falling in a straight line almost certainly (but not exclusively) due to 0.10p shares being sold out.
And unfortunately as we all know there was 5.5bn of them so we just cannot tell how far further this can fall?
We know the positives but there are also unknowns?
A trading update would certainly be useful as the company end the year?
In the meantime I am continuing to buy small amounts.
LTB
I agree with your last few posts. this is following the same SP trajectory as DVRG until 'chunky' contracts arrive or the CR partnership is signed and MSYS's involvement in that deal is confirmed.
As with DVRG there are some historical share obstacles to overcome in the short term (options/warrants). that said I have continued to buy at these prices as IMHO this company is undervalued.
News is due and the company are gearing up for next level production, the management style and technology are both very impressive, all to play for and look forward to.
IMHO obviously
All the best with your investment
Not much to discuss...without new RNSs, showing progress, the SP is bound to languish as these guys are still sitting on healthy 50+% profits that, with 1 month to go before Y/E, they have every reason to lock into.
Yes, 5th Nov, but they could still be selling. I hold, so not trying to deramp just trying to get some discussion going.
5th nov
Intuitive Investments has reduced its stake in the company. Not sure why but could account for the fall: https://www.investegate.co.uk/microsaic-systems--msys-/rns/holding-s--in-company/202111051012125081R/
Assuming a resurgence of Covid;
Pluses:
1. Co is funded
2. Bioprocessing collaboration with eg Pfizer, Merck will still go ahead in H1-22, may even accelerate
3. Water monitoring trials still in progress (US, UK, China, India), more demand expected if all goes well
4. Microtox BT trials ongoing, will not be delayed, should accelerate take up if successful
5. Digital Health GP will not be delayed, probably more demand and acceleration
Negatives:
1. China TDM might be delayed? Not sure, if a license is obtained by China Distributor why postpone a moneyspinner?
But yes, maybe the signing of the agreement may be delayed.
2. Share sales by Placees, wishing to lock their profit; frankly, not much to do BUT who's wiser? Someone selling at 0.15, or someone buying?
At the end of the day, the Virus will impact leisure, travel, mining, energy, cryptos, overvalued tech cos etc. BUT, why would it negatively impact a Med-Tech Co whose product/services accelerate both the detection/monitoring of Covid AND help in developing new vaccines/drugs????
DYOR - GLA