Member Info for LTbeliever

Together, these 4 nations have 3 bln people and about 50% of global GDP; and ongoing trials in all of them!

Gidget,
Don't forget USA too! Slip of the tongue????
"Glenn Tracey CEO of Microsaic Systems commented:
We are pleased with progress over the last 10 months working with Modern Water and in particular of being part of the growing centre of excellence between York and Fermoy. The work will shortly bear fruit with our micro-engineered mass-spec[ix] equipment being installed in field trials for eight forever chemicals (PFAS) in US, UK, China and India."

https://www.lse.co.uk/rns/DVRG/grant-supports-deepverge-centre-of-excellence-k1f35gh0nz4s3hp.html

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?

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.

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.

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.

NU,
I am sure Gerry sees everybody's frustration...he said "RNS will report on definitive outcomes to ongoing events".
Things are ongoing, taking longer than we would wish for, hopefully an RNS will be forthcoming soon, BEFORE XMAS.

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.

Actually, now we need the lights to be on in China, that's where news are overdue from!

Regarding "missing out" by virtue of insufficient manufacturing capacity, if PD really is the best product out in the market (we will know in Jan-Febr, when all those trials complete), then there is always the option of licensing out the product. If there is such huge demand ideally, I guess many Big Industrial firms will jump on the bandwagon.

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

Barclays 7% down, BP 8% down etc. Not just the micro cap market.
Actually, liquidity is paramount and you get this by selling Blue Chip shares.

Yes, 10 m Vs 6m buys. But the whole mkt is being marked down anyway so can't complain!¬

And, ironically, this potential COVID resurgence will only accelerate the need to detect it in Water, among others, so positive for our collaboration with Modern Water.
And if Microtox BT also launches soon successfully, then MSYS will be a major beneficiary of this Mkt fear, as most other stocks will be heading down.

But I don't see any major sells. All the trades around 0.17 are actually BUYS, right??

NU,
MSYS has funds for another 2 years, and for 2021 it should have Sales of 1mln, minimum.
The Market maker reduced the SP to 0.16 in anticipation of sells due to the Mkt fear. Unless there is a HUGE Sell order from 8am, the trades so far do not indicate any fear.
Why someone sells at 0.16? To lock 60%, to buy something else cheaper, there are many reasons.
This does not change the Positive developments DUE. The only unknown is how soon they will occur.

https://www.dailymail.co.uk/money/markets/article-10236307/Severn-Trent-accelerate-river-clean-strong-start-year.html?ns_mchannel=rss&ns_campaign=1490&ito=1490

https://www.dailymail.co.uk/money/markets/article-10236307/Severn-Trent-accelerate-river-clean-strong-start-year.html?ns_mchannel=rss&ns_campaign=1490&ito=1490

Let's try to break the figures down:
480k contract size
6 units @50k (appx - we are not sure if any bulk discount is given)
Cons. fee? 80k?
Leaves 100k for monitoring? 4 months - assume Nov-Feb duration?
so, £25k pm i.e. £300k p.a. if contract is extended? For 6 units, 1 client.

Yes, very likely that there is a big pending SELL order, filling up as we speak - we will see in 2 hours!