Member Info for LTbeliever

https://www.bloomberg.com/news/articles/2021-11-23/matt-damon-co-writing-a-book-on-access-to-clean-water

Maybe GJB should approach him, to promote PD, together with the book?

26mln Buys Vs 12mln Sells but still the SP won't budge!
Let's hope the 10mln guy knows something - maybe an imminent RNS??? :)

@Frix
And regarding my "forecasts", I copy below a post of mine from this January re my expected SP post-dilution (0.12-0.16p)!

market cap19 Jan 2021 09:24

at current SP @ 456mln shares, MCap is appx 1 million. Cash <400k and falling, so one could argue that Market values the IP etc at just over 500k, right?
Post-dilution, Co has 5+ million cash + IP and the refreshed potential to exploit it (another 1-2 million?). Say Market values the Co at between 7-10 mln (best scenario?).
At 6 Billion shares, SP post dilution would be?
0.12-0.16p?

Frix,
You need to multiply the - then - SP, with the no of shares at the time.
Y/E 2013 48 mln shares @48p = Mkt cap £23 mln
Y/E 2017 181 mln shares @4.2p = Mkt cap £7.6 mln
Now £10m. At 6bln shares (i.e. 120x more shares since 2013) @40p = £2.4 bln mkt cap :)

Personally, I would compare with other medical/biotech companies now for a more meaningful idea of where the SP will be in 2-3 years. I reckon SP can rise 4-5x, conservatively, during this period. A mkt cap of 50mln but a return of 500%.

Frix,
40p+ is a lot less now due to the massive share capital dilution since 2015; however, at 10mln Mkt cap the SP can rise substantially ONCE Mr. Market is convinced that MSYS has turned the corner (i.e. steady and rising profits and no need for further capital raisings).
In my view this (rerating) will occur sometime in 2022, probably after H1 2022 results, which should show a juicy rise in Revenues and a marked reduction in cash burn. IMHO

des,
what's certain is that each day going by, is a day closer to the next RNS - maybe about China, maybe about something else;
Given that all the RNSs we expect (fingers crossed) have to be about a positive event, then it's certain that the SP can only go up!

Copied from the DVRG board:
This investigation will involve more than 2000 sewage treatment works, with any company caught breaching their legal permits facing enforcement action, including fines or prosecutions. Fines can be up to 10% of annual turnover for civil cases, or unlimited in criminal proceedings.

In recent years the EA and Ofwat have been pushing water companies to improve their day-to-day performance and meet progressively higher standards to protect the environment.

As part of this, the EA has been checking that water companies comply with requirements and has asked them to fit new monitors at sewage treatment works. This is to make sure the right levels of wastewater are being treated before overflows are allowed to enter the environment.

https://www.gov.uk/government/news/water-companies-could-face-legal-action-after-investigation-launched-into-sewage-treatment-works

Frix,
whether this wild guess is right or not, I think that the mere fact of MSYS setting up a Demo Lab in China, TOGETHER with a local partner (the name clearly indicates that it is NOT our manufac. partner) seems to point towards an RNS soon about signing the agreement with the Distributor. Otherwise, why would they tweet about it and why spend money on a Lab if you haven't reached an agreement yet?

"Beijing Harmony Health Medical Diagnostics Co., Ltd, founded in 2010, is the largest CRO for clinical analysis in China, with approx. 1,800 employees, 14 subsidiaries and 5 branch offices. Their clinical testing labs feature top-level chromatography and mass spectrometry platforms."

Beijing Harmony Health Medical Diagnostics Co., Ltd ....
Could this be our mystery China Distributor? The lab has "Harmony Mass" in the entrance and a google search yielded the above.

what is the Market Maker doing?
4m shares are bought without the SP rising and then a 5% rise, after a few thousand more are bought?
Either there is a big Buy order pending (highly unlikely), or for some reason the MM is driving the SP up.
Any other theories??

RSmith,
You are probably right (notwithstanding Helium's intentions!);
Still expecting RNSs on
- China Distributor and 2022 licence
- Bioprocessing agreements (once 1 is concluded, more will start flowing in);
- in-situ cancer diagnostic collaborations
- Digital health clinics, with DVRG (Microtox BT?);
- Water monitoring collaborations (trials ongoing USA, UK, China, India)
- more stuff in 2022 with DVRG on some of the above, and others we know nothing about as yet;
DYOR

Although I don't expect the price to move today (as mr Market wants to hear about sales and contracts), it is important because of
"This transition to a data-centric and commercially focused company,... Together, these advanced technologies and partnerships in Human and Environmental Health, established this year are expected to completely transform our business in 2022."
Foundations set for a game-changing 2022.

NU,
SP had a good 50% run from the low 20s -- some of it was probably due to the MM knowing the RNS coming out, some other insiders too probably, so the RNS was a good excuse to take some profits (until the next one!).
Any SP drop from this level doesn't negate the prospects and the developments yet to be announced. IMO

https://www.bbc.com/news/world-us-canada-59243426

https://www.bbc.com/news/world-us-canada-59243426

whatever happens in the USA, we are due a couple of RNSs - as a minimum - by Xmas.

Many different areas to get news from. 2022 is upon us.

Yes, you are right RB, I was thinking of something else. Sorry for my confusion.
Same thing with Helium. Anyway, if IIG intend to go below 3% we will know soon enough I guess.

it's the other way round RB, they need to report everything they sell until they go below 3%.

https://www.microsaic.com/investors/aim-rule-26/
They hold 70% of shares, but these should include PIs so I think the churn should subside in the next few weeks, once Helium does its year end "window dressing" i.e. crystallise the 2021 profit.
So, another 8-9 weeks' patience.