Member Info for LTbeliever

this sudden jump, on no news and little volumes, goes to show the potential upside once some price-sensitive RNSs come out.

Got another 45 minutes to go, usually "the Seller" places a 4-5 million lot just before close (but perhaps the Broker has it sitting there most of the day and therefore this time may be different?).
If not, maybe an RNS is due on Monday?

Ironically, below is my post of 19 January, around the time of the fund raising. Back then I thought that the SP would not open higher than 0.16p! It seems we are almost there but if it drops to that and it flushes out more sells from the placing holders, so be it; the way up will then be much quicker than all this downward drift since January.

"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?"

I think, if people cannot or don't want to average down, they should just be a bit patient until the interims in September.
By watching the daily sells doesn't do any good to one's health!
There are so many things going on, at various fronts, that there is bound to be something positive to announce next month. Hopefully that should be the catalyst for turning the SP's trajectory.

For the "bottom" to be reached, I think we would need:
1. More buys than sells, so the big seller must clear out first;
2. Contracts which bring in CASH soon , not promises of future cash, to encourage buyers and existing holders;
3. A supportive market i.e. if the global markets start crashing then the placing shareholders might want to jump, irrespective of 1 and 2.

Maybe this big seller is in Afganistan and has to sell out by the 31st??

Exactly! no SP change in the last 6 months but a lot of positive developments since then, on product development and new revenue sources.
All will be revealed next month with the interim report. The chances are more that it will be SP positive than negative.

at the rate these big lots are being sold I reckon soon we will get an RNS announcing that investor X has sold down their stake by 7-8% down to 1%. The sooner, the better.

Further validation of the new business model of selling data and related services on a regular basis; the Co is multiplying its revenue sources, all we need now for a rerating are contracts.
the launch of the new, advanced triple quad technology will make the market notice, especially re Covid detection;
And we are still waiting news on China and bioprocessing before the Year End; exciting 4 months ahead!

the "Seller" is locking into a minimum 100% profit, in just a few months; he is happy to invest elsewhere, or stay in cash for whatever reasons; that's his own business.
If someone else believes that in 6 months or 1 year the SP will be 2-3 times higher, they can use the opportunity to top up and make a 200-300% return on each fresh Pound invested.
So, the seller is giving all an opportunity, over a diminishing time window (IMHO), to buy in cheaply.
If an RNS comes in a week and the SP jumps 20-30% some people will be "moaning" that they didn't get the chance to top up earlier!
So, it all boils down to whether you believe the business has prospects, or whether the Seller knows something we don't.

I think that there will be many types of tests, by many different players, available in the next few months; therefore, this competition is more significant for DVRG than for MSYS; no mention of Covid testing has been made so far in MSYS announcements, whereas far more significant for long term profitability will be all the money going into new Healthtech products (e.g. water testing, bioprocessing).
In any case, new revenue streams will occur in H2 as per previous RNSs (incl. production in China) and H2 ends in 4 months; hence, one could reasonably expect some important RNSs over the next few weeks. Once the market takes notice, it will be easier for MSYS to accelerate its product developments with new partners.
So far, the only negative I see is the massive selling; after a couple of good RNSs, this may reduce enough to let the SP rise.

The SP has been trading in a very tight range since February, meaning that when the breakout occurs, it will be swift and significant; since then, many positive news are out, therefore one can reasonably expect that the breakout will be towards 0.30 or more, and not below 0.20 (IMHO).
We need 3-5 weeks for the interims, there should be ideally important news on the outlook for 2022 as well; that might be the trigger for the breakout.
In the meantime, let's hope that by then (next month) the daily big-lot sellers will complete their disposals.

I think the September interims will be revealing on a lot of fronts, including margins and the new mix towards services rather than hardware. Hopefully by then something new will also be announced on the 2-3 fronts we expect quick progress.
Last year, interim report on 2 Sept, the year before on 23 Sept, so we need to have patience for 4-6 weeks.

It's a pity that many Buy trades show here as Sells.
SP went up slightly from 0.20 to sell, to 0.21 currently (and 0.22 to buy now) but everything shows as Sells!
Anyone know how we can get a more reliable tally of the trades?

Quoting -- "the move to mass production of this Microsaic equipment in China represents a significant opportunity to reduce costs and increase margins for these devices"
Correct me if I am wrong as I know not much about manaufacturing, but the above suggests:
1. The Chinese man. co (CM) would not bother with a small UK co and an unproven product unless they had some firm commitments of minimum production volumes for the next year or so;
2. The Chinese Distributor (CD) must have also played a role with their projections/undertaking for minimum volumes;
3. Mass production means lower cost per unit, meaning better sales opportunities in the region (Taiwan, Korea, Japan etc) and also improved cash flow, thereby reducing our risks.

I think that the next RNS re the CD's minimum sales' volumes will be a game changer for the SP, definitely before Xmas we should have a good rise, notwithstanding any progress on a bioprocessing agreement.

Quoting from the RNS -- "the move to mass production of this Microsaic equipment in China represents a significant opportunity to reduce costs and increase margins for these devices"
From the above, I think that it highly logical to conclude that:
1. A Chinese manufacturer (CM) would not bother with a small UK company and an unproven product unless there is a high degree of certainty of a substantial minimum number of units to be produced in the next year or so;
2. Obviously, the Chinese Distributor (CD) must have played a major role here with projections etc and an undertaking to the CM;
3. Unit cost is appx GBP30k, therefore mass production will bring this cost down quite a lot, which will increase sales not just in China but also in the whole region (Japan, Korea, Taiwan etc), thereby increasing margins and lowering the Breakeven point for the Co to produce positive Cash flows (thus reducing risks for shareholders).

In conclusion, for MSYS the next RNS with the CD, detailing unit sales and a minimum commitment, will be the game changer we need for a lift off in the SP before the Y/E. And if we get something similar on the bioprocessing front, then we are looking at the SP going to 0.40-0.50 easily by Xmas. That's my expectation anyway. GLA

I think talk of a merger/TO is a bit premature? Both companies have recently raised fresh funds and they have targets and new shareholders to satisfy.
They both need to increase sales as per their fund raising forecasts, so any merger would have to wait at least another year, IMHO.
In the meantime, DVRG has a 10 mln TO target for 2021 (some of it related to MSYS' products I assume), whereas MSYS has 2-3 months, before Y/E, to conclude the terms with the Chinese (which should include a minimum number of committed sales).
I think that in the short term these will be the catalysts for the SP rising, not any any merger - and it's better for Mngt to focus on increasing sales, which will bring in cash, rather than waste time and resources on a prospective merger.
DYOR

Plus, as DVRG has a zero stake in MSYS, it cannot influence the SP by e.g. slowly selling lots of shares (which, in any case, would not make much sense if it wants to buy into MSYS).
Plus, DVRG also needs to raise it s SP in the meantime, so that an all share takeover of MSYS would dilute DVRG by a lower percentage. And a good way for DVRG's SP to rise is for all the joint projects it has with MSYS to fly.

The names of our business "partners" in this tweet is what's significant; any one of these giants can utilise this and more of our products/ services on a massive scale, with minimal increases in overheads and requirements for more capital.

I think more important for MSYS, for next 2-3 months, is to conclude with the Chinese re the production over there; if the target is a 2022 license and production capacity in China by end 2021, it means news in the near term about unit sales and IP licensing; also, I quote "expect to interface with end user processes in H2" re bioprocessing, would indicate that discussions are already ongoing about a collaboration deal with a big pharma co? Pfizer would be nice!
And the above are entirely independent of progress with DVRG on various other opportunities re covid testing and water monitoring.
I don't for how much longer the big seller will be out there , selling 5-10 mil shares daily (2-3% of the co every month), but the SP is still where it was 5 months ago so my big guess would be that as soon as this sale pressure dissipates (September?), the SP should head upwards.
By then, technicals would also be supportive, with the 200MA being surpassed by the 50MA. So, we just need to wait for a couple of announcements re business opportunities in next 4-8 weeks.
DYOR, GLA