Member Info for Jimzi

Just one plonker selling into an illiquid market.

at 7.26.

Buy when its boring, sell when its sexy!

https://investing.thisismoney.co.uk/quote/NSCI

Did say. Check the sweep up

At the recent American Society of Clinical Oncology (ASCO) 2021 Annual
Meeting, interim data was presented in an oral session on PDS Biotech’s lead
asset, PDS0101, in combination with two investigational immune-modulating
agents being studied in two groups of advanced cancer patients. In the first
group of patients who had failed treatment with chemotherapy and radiation,
tumor reduction (objective response) was seen in 83% (5 of 6) of patients. In
the second group, patients who in addition had failed treatment with
checkpoint inhibitors, tumor reduction was seen in 58% (7 of 12) patients.

Agreed but:

This is consolidating nicely - notice the delayed trades taking out the traders - from yesterday opening - slowly diminishing the already tight float

This will get to 1.3 quickly and form the new base
You can tell when it moves, peeps quickly buy back in not wanting to lose out.

At 11am you could buy at 1.1149 , one hour later peeps were buying at 1.15 plus then 40k at 1.179 at 12.45 . ( on bugger all vol) . Then idiots sell for the reload. Traders don’t really get it on this one. Lol

It’s musical chairs and a game of chicken combined. Love it.

At least there is one more sane poster who’s done some research.

CC take 10% in BIDS and its up 15% on this news
CC take 11% here and we are down 15%.

Lee- they bought 2.3m and sold 26,250. [NSCI]

Wasn't talking about you but that idiot 'Jimzi' on the Lunatic Asylum 'LondonSouthEast' whose whole shtick has been 'wow Cannacord are an II and they're investing in NSCI they must know more than us'. Utter twaddle.
the stigologist

Reply

An institutional investor is a company or organization that invests money on behalf of other people.
hxxps://www.investopedia.com/terms/i/institutionalinvestor.asp

Discretionary investment management is a form of investment management in which buy and sell decisions are made by a portfolio manager or investment counselor for the client's account.

hxxps://www.investopedia.com/terms/d/discretionary-investment-management.asp

Too difficult for you ?

Mutual funds, pensions, and insurance companies are examples. Institutional investors often buy and sell substantial blocks of stocks, bonds, or other securities and, for that reason, are considered to be the whales on Wall Street. The group is also viewed as more sophisticated than the average retail investor and, in some instances, are subject to less restrictive regulations.

Your welcome dickie.

A good day gents, Deep and his bitter 18p LOL.
A few warped keyboard personalities

I don't think he is - he's parked the bugger up for the summer !
He still has the keys [and some CLS he could use for a takeover?

Bit of a cut and paste of corporate stuff but no analysis or forecast for any company to explain potential
Glyco is valued at £11m because that was the series a finance amount 4 years ago.
I bought £100 of Bitcoin 4 years ago - its value is not £100 today.
Basically ignored Proaxis giving it a random value of £3.5m - Edison valued it in 2018 on a 20% COS at £15.5m - before all the recent great developments - COS now?

Looks pretty , makes a good background read and logic and expands the NSCI audience who seem to be slowly grasping the massive value disconnect and understanding CC were not stupid getting 11% at £1.3 but a too superficial to call it research.

imo

Cheers - I am only posting what is out in the public domain with a few comments on the massive valuation divergence.
But in short:
1] Glyco are looking to be the gold standard liver diagnostics provider in a technology vacuum market - and they have spent nearly 10 years perfecting it - about to be cyrstalised.
2] If peeps don't trust their own research, let Cannacord do it for you - they bought 11% at £1.30 - and they think that's a bargain. - it took them 1 day to sign up.! and the price they paid was double the closing price a few days prior.

Did any notice the market for Fatty liver disease and NASH?
1.5 billion patients - all need two tests every 6 months. 0.1% share with a £10 net profit - double the current NSCI mcap ex cash.
What if they get 1% share with a £20 net profit?
Dust down your spreadsheets gents.
Cannacord did.

Should help you fill in your XLS valuation model

Page 6 - Target patient population—cirrhosis (any underlying cause) and non-cirrhotic chronic hepatitis B
patients (at least 3.1 MM in the US) and o Testing frequency—at least every 6 months - Nice recurring revenue.

Page 11 - Estimated market value for the HCC Panel is $818 MM in the US alone
o Assumes only 620,000 US patients under surveillance—20% of 3.1 MM eligible patients

Yep, thats 800m based upon only 20% penetration. Put in your model 25%.

GP as per Edison research is 54% - backed up by IPR and it could be even higher - thats one of the main reasons of having patents - it gives you a 20 year legal monopoly

Pipeline product: - page 9 - Fatty liver disease and NASH / ASH: >100 MM US; >1.5 B WW; rapidly growing populations due to obesity and metabolic disease. I think that says greater than 100m target patients!

Page 11 - my favourite - No currently available technology solutions

Penny beginning to drop why Canna snapped up 11% of the company for £1.30.

This is why some bloke mentioned £25 - he's run some projections.

Just seen the updated investor presentation.
Check out page 20 & 22 - but its all excellent.

https://www.glycotest.com/staging01/wp-content/uploads/2020/11/Glycotest-Presentation-201109ws.pdf

Taking PDS stock price, Glyco currently valued at £5m [ex cash] and of course, Proaxis - zero.
Run those numbers through your excel!!

They are capital/asset managers. So they receive a fee from client companies – modest but contributes to NSCI overheads – nice box ticked as NSCI operating costs are low being a investment holding company. But more importantly, they get free % carries in their clients, typically 20% that cyrstalises on a liquidity event – buyout / listing.
So you have risk free investments - if they go tits up, no mcap effect .
But if say Sagetech or Sofant [my favourites] list in a year or two – easy 100m plus floats imo there ‘s a quid or two from nowhere and I bet NSCI won’t sell them.
https://www.sagetechmedical.com/news/
http://www.sofant.com

Current value of this array of holdings in the NAV – ZERO – and there are 12 other investments!
[BTW – check the carrying value of Sagetech on the August restructuring RNS – this document is the key to all research and valuation indications .]

And you sense a pattern – the BOD know what they are doing & with Melvin, the core backer since Woodford’s exit [ who incidentally picked excellent stocks – he just bought far too much of them & became way over-exposed] – they hold a majority of the shares along with Canna.

Commodities , finance , oil etc all ebb and flow in sentiment

Innovation is always in vogue. And groundbreaking innovation is multi bagger time.
And covering::

Apart from PDS with cancer and Covid::
1 Liver disease diagnostics commercialization imminent
2 Commercial-stage diagnostics company with a rapidly growing client list of pharmaceutical companies and academic laboratories.
3 Hospital GHG elimination and recycling
4 Construction robotics
5 Mobile communication power efficiency

To look at comparables: Glyco check polx. Both innovations setting new benchmark after 40 years of the same tech

Generally- re investment holding company- look at GROW

By far my safest share atm in this mini bloodbath.
I'll take boring but safe!!

You sit here posting every day ad Infinitum; your not really investors are you ?
Many are just holding for 6- 9 months silently. GL

Mcap ex cash now £15m.

If you assume Glyco is worth the ridiculous £11m value based on series A financing only, that leaves PDS at 4m and of course zero for all the other 15 investments.
PDS closing mcap yesterday $282m - 4.75% - £10m
I have never seen such a large value disconnect in 30 years of investing.

And we don't need a placing - we are cash rich!

I’ll do cannacord reason 3 when the selling has stopped - why waste research LMAO !!