Member Info for LTbeliever

Is it good or bad publicity you think?
Maybe for us, any publicity is good??

https://www.microsaic.com/investors/aim-rule-26/
Scroll down to the Shareholdings as at 31 Dec. It seems that PIs are now almost 30% (HL, II, Halifax and BarclaysWealth).
Does anybody remember the holdings as at 30 Sept?

NU,
what's your take on this trade on a Friday afternoon, very near to a flagged announcement?
I know that if a SELL, you would have already posted a few nasties :)))

NU,
I have re-checked - it was on Dec 22nd BUT you are right, there isn't such a thing; Only Labskin discussing "mutiple 6-figure deals" with big pharma clients. Apologies for the error!

https://www.linkedin.com/posts/microsaic-systems_%E5%91%8A%E5%88%AB2021%E4%BD%A0%E5%A5%BD2022-activity-6887703331037360128-hk1-

NU,
I now recall that I saw it written on his Twitter just prior to the year end; it was a pic of a list of things to look fwd to in 2022.
But I don't have access to that any more! :(

NU,
I think that the downside is very limited form here, Vs the upside; RNSs will be about sales, contracts etc.

PaulC, I don't recall tbh, I only rmbr the figure 100k to a US Co; if monthly, it would be huge, that's why i think it's a one-off with potential for further orders later.

NU,
Nice reading on GJB's psychology :)), didn't observe to be honest.
I hope it will be good news although given that the trial is due to be final in 6 weeks, I am not sure how much the RNS, if at all, will move the SP; would be good though to at least know which Government will be our potential client, and an update on all the other ongoing trials (which started before this one) - such news would probably move the SP up.

Plus, the 480k Govt trial of Microtox PD, scheduled to conclude end of February BUT GJB mentioned again in the Proactive Interview that we will have an update "this or next week"; as today is Friday, it means that the RNS (or REACH?) is due NEXT WEEK.

PaulC,

Nice timeline, thanks. To clarify, CR deal is expected in H1 (not Q1) as per GJB's mention in one of the Proactive interviews (due to Omicron etc he said).
Something you didn't mention (I think GJB mentioned again during an interview, if not in one of the RNSs) is the potential sale of 100.000 STC kits (@ x price) to a US client in JANUARY.

Apart from the various new sources of Potential revenue discussed (which will take some weeks/months to yield results), the important "news" for me was re China i.e. that the BD Manager has already spent 8 weeks there, meeting potential DistributoRS (he emphasized the plural).

From 10% down to 7% in 6 months i.e. about 200 mln shares sold; at this rate it will take them at least another 6 months to exit (assuming more price-sensitive RNSs, which tend to increase Trading Volume).

"semi-automated manufacture of 200 miniaturised Microtox®PD units/month. First units are expected to be delivered to buyers in Q2 2022"
That's another source of revenue from April, 2000 units minimum, probably rising to 2500-3000 as we go along.
@ 1000 each = 2-3 mln extra per annum (do the maths, if each unit sells for 2000, or 3000 etc.).

NU,
I think they got it wrong with Helium, when they announced last summer that helium will maintain its holding to 10%, but instead they went on selling down their holding.
Perhaps you can submit some questions on this matter to Glenn - I have already submitted more than half a dozen, but not all will probably be answered!

GJB,
when can this be expected? This week?

You are asking how Omicron etc will affect 2022 figures...how on earth can anyone know this?
Ask Boris.:)
Mgt can only mitigate the issues and try to circumvent them; but, Omicron etc makes our services/products more marketable in any case.

Nu,
I do not disagree but this will not go forever IMO.
Eventually, the fundamentals will assert themselves. Yes, in the short run is frustrating but again, the Board cannot stop people from selling, only good results will.

Because we already have 11mln in the bag from 2021.
Add PD sales (lots of trials completing in H1), Skin Trust Club, Mobile Water Services etc.
I am ignoring BT for now.
Most of the services are recurring and steadily rising to the blue chip clientele, lots of cross selling opportunities and to increase income per Client, now that credibility in our products has been solidified.
I am taking 15 mln for granted, easily rising to 20mln and we will see soon the Co's own projections.

NU, Stop worrying about individual trades, people sell for various reasons. If you think it's underpriced, Buy.
175 million shares were traded on Friday, just look at the big picture.

NU,
The Board cannot stop placees from selling - only good RNSs can do that; as I have said before, we need another 6 months before the Mkt realises the huge potential for SP gains; only then the Placees will have a big reason not to sell.
In the meantime, use this as an opportunity to average down at this hugely discounted price.