Member Info for LTbeliever

Not sure about that NU, we have had before many trading days where BUYS were more than SELLS but still the SP had not budged, or even fell.

I am more interested to know why the SP has risen 20% on very little volume and a war raging in Europe;
News around the corner or just MM's games?

It's getting risky for you PCon...way things are going, maybe MSYS will buy DVRG!!

Chesh,
We will know in the next 4-6 weeks I guess.
God knows what will happen if we get No RNS on the govt water mon. trial, nor the mass MtoxPD production in Ireland.

And the best reassurance would be the Directors (more than 1) buying shares at these price levels, IMHO.

With all due respect to GJB (thanks for the reassurance BTW), as you rightly say, people are DERISKING.
After weeks of waiting for some numbers /a meaningful RNS, it seems the market is no longer satisfied with plain reassurances. The mkt needs real assurances that DVRG is indeed not risky/affected by the war.
It's been 2 months since 2022 begun, assuming a 24 mln expected Turnover, we would expect Revenues of almost 5mln at this moment in time.
On the plus side, Ireland production of Mtox PD should probably not be affected but again, an RNS with respect to the April timetable eg no delays, no effect on orders etc, would be appreciated in the market. IMHO

At least now we can't blame GJB, just Mad Vlad!

huge daily VOLATILITY

There is a war going on...Market makers are edgy, shoot first (drop SP), ask questions later; they probably prefer to have little stock and stay liquid instead, given the huge daily liquidity.
Don't forget that right now there are many "cheap" stocks so I don't think it's an MSYS specific thing; that's why we need RNS urgently, to show the market that business is quite stable and maybe even growing (ideally).
Only then the SP will lift. If war ended tomorrow, you would see all the airlines fly for example, so MSYS really needs to shine before it can get some TLC from the market.

Can't say how soon but
1. strong support at 0.11 so little downside risk despite all the bad events going on
2. been promised - seems ages ago - news on China and bioprocessing deals, eventually they will come to fruition?
3. GJB has been dropping hints on Twitter about Water mon. and Mtox PD;
GLA

"services gaining traction" would mean steady, monthly recurring fees.
So, we will see if this is the case in May, with Annual Financials and then in July with H1's Trading update.
But definitely we need RNSs before a rerating.
As said before, we use no oil/gas, and have no debt so at least on the expenses side MSYS is a bit more insulated.
Our main problem is lack of progress on the Revenue side.

If trial is a failure, I don't know if we will get RNS.
If trial is a success, then agreements need to be drafted, checked signed etc; maybe an RNS will be issued after everything has wrapped up, maybe as soon as the trial has concluded.
However, the government (may not be the UK) may prefer to keep it wrapped up under an NDA and release it whenever when it suits them politically (like politicians usually do). For example, they may want to release any good news after Ukraine is not in the news for maximum impact.
So, just being prudent, I wouldn't expect an RNS on this matter for at least 2-3 weeks, or more.
IMHO

Hi PC,
I expect March, plus April, to be a pivotal month.
1. War should finish soon, with a strategic loss for Putin (unless he nukes everyone, so no need to worry about MSYS!)
2. Water mon. trials should allow 1-2 RNS from DVRG
3. More likely - statistically speaking - to have a fresh RNS (on a significant development) in March, after 5 months of a drought (since end Sept).
IMHO

Now we just need the RNS to confirm these words.

Bought another 1mln at 11.45 so the last 3 trades are all BUYS, not Sells.
Good to see that people kept their cool yesterday, it seems - for the time being - that 0.10 is a strong base.

MSYS is fully funded for another 2 years or so;
Zero debt; hence not affected by interest rates rising;
No exposure to Russia, Ukraine; Production mostly in UK, Ireland; Zero energy intensity (i.e. its production is not impacted by energy price rises)
Inflation rate rises of another 2-3% will not impact it significantly, as it sells a service that saves money mostly;
MAIN effect will be psychological (negative markets) and reluctance of clients to spend, probably temporarily.
If inflation rises further due to energy rises, it may negate need for big interest rises, as energy spending removes people's spending cash.
IMO of course, GLA. Pray for Ukraine.

13 mln shares bought in the last trading hour...coincidence?

NU, thanks, but does that make any sense to you?
Even here it shows SELL volume as higher but it's the other way round.

np, NU :)
I was hoping you would say something like "the 20 mln shares' BUY that got executed 2 minutes ago" !!!
It seems there is a trade off the radar? It's not showing up yet.

What buy? I didn't buy any MSYS today.