ADV FN BB21 Aug 2021 11:01
Posted by ..City Analyst1
Private investors would be wise to note the following:
On July 08, 2021, on the IMC (Investor Meet Company) channel, Microsaic’s head honcho, Glenn Tracey, gave an unequivocally bullish response to a private investor’s question on the current share price.
Using speech recognition software, and from 14:03mins to 15:40mins, I captured the entire dialogue verbatim. Here goes…
PRIVATE INVESTOR
“You’ve had a trail of good news recently showing a lot of traction since January. Do you think this is adequately reflected in the share price?
GLENN TRACEY
“I’m not surprised that question has come up. I mean, look at the news flow we’ve put out there;
• We’re the first to market!
• We’re the first in the world with an amazing way of getting biologics to market faster!
• We’re about to get a medical licence in China and sell our product into hospitals, of which there are 33,000 in China alone!
“Our news flow is month after month of really positive news.”
“And yes, we’re absolutely seeing churn in the share price. But pretty much all of it is short term churn. I can say, there’s very little institutional churn.”
“I think what we have to do is focus on the fundamentals of the business, which we are doing. There’s going to be more news coming out.”
“I mean, this is a company that has had £30m invested in it! We’ve got a fantastic channel ahead of us. We’re bringing new products to market.”
“You know, if you asked a CEO of any business, if their company was undervalued they are likely going to say yeah, of course they are. But, 0.25 of a pence, for this technology, and for this opportunity, for me is extremely undervalued. And hopefully soon, that share price will pop because the real value of this company is going to be seen.”
Https://www.youtube.com/watch?v=m5B6QH5kR1Y
Indiana poet, James Whitcomb Riley, once opined that, "If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck."
In other words, MSYS is displaying all the signs of a winning technology stock on the verge of take-off.
So my take on the company is simple: Against the backdrop of astonishing technological breakthroughs and commercial traction, the company is sporting a staggering risk-reward ratio and is, as a result, materially mispriced at 0.25pence per share (or £12.8m market cap).
Thus, I fully concur with the CEO and expect the share price to pop sooner rather than later.
AIMHO