Member Info for Mozax

I think they’ll be a fair bit of coverage in the W/e papers, whatever is said the current Valuation will put this on a number of investors radars, and when the results are published then whoosh, if we haven’t wooshed already.

The projected FY 2021 revenues up 38% at £2.2 Billion is from the 4th August RNS.

As the Times article suggests, Ingenuity is currently valued at Nil.

Let’s see where we are by COP tomorrow.

Interesting that the Shorts have a 8 trading days to close before the results.

Once the institutions have scratched their heads & realised that this Company is £4.5 Billion cheaper than a month ago, forecast FY 2021 revenue across the Group up 38% at £2.2Billion plus the shorts having to close there’s suddenly going to be a lot of buying…..

Opportunities of Drops like this in Companies like this usually only occur in a market meltdown, I’ve bought Heaps as low as £2.52.

There’s going to be a squeeze here all of a sudden, sometime next week imo after some number crunching over the W/e & prior to our results on the 26th Oct.

Shorts closing.
They’ve made a killing, on bugger all.
Lots of focus on a red herring ‘ingenuity’ revenues whilst the group revenue is 35-38% bigger in 2021, at over £2bn.

Ok, so there may be some Logistic issues to deal with but expect a huge rebound here.

Stops will have been hit but once investors have dusted themselves down they’ll realise this is a huge business growing at a huge rate.

FY 2021 reported group sales growth guidance raised to +35% to 38% (£2.18 to £2.23bn)

Eeer, that’s where it’s all going.

High streets will become housing estates, we don’t have any housing and we don’t need shops.

We only need another blip of another Virus to remind ourselves that online shopping is vital, as well as being very easy.

I see this Company growing massively, but these events are a salutary reminder to ‘spread ones eggs’

On no material news but plenty of speculation on what appears to be a flimsy presentation.

I have bought and will await the results on the 26th October before assessing my long term position.

Be rather fun to see if SoftBank come aboard in a bigger way, but as The Company have said, this is a new relationship, but let’s see what develops.

When a Company had £2.5 Billion wiped off its MCap on ‘what’s not said’ that’s pretty darn hard.

Whatever was discussed during the ‘Capital Markets Day’ yesterday has cost the Company around £2.5 Billion.

That seems like a rather large overreaction & given THG revenue of nearly £1 billion & £700M in liquidity and furthermore, online retailing into the busiest period of the year for even greater trading results.

So I’ve bought a chunk all the way down to £2.52, what a steal.

Once the incident is identified during Yesterday’s presentation & corrected, I anticipate a rapid journey North.

A little bit of patience required before normality resumes.

Can’t buy, straight to NT.

BCN -Bacanora Lithium

Blue Prism for a start

I’ve seen this sort of manipulative price suppression a number of times, and oh, guess what, along comes private equity to snap up the undervalued Company.

Let’s watch BTC continue its rise North & see how long it takes for the elastic to snap, you can’t beat the market in the end, whatever the plan.

Are holding this down, lots of small trades to arrest any uplift.

We’ve all witnessed this on various stocks, once the accumulation is complete for whoever is in charge then the bots go into reverse and whooosh, if we go to fair value.

There’s no problem here it’s just a question of time, as BTC continues to increase in value the rebound will be harder, so
I will continue to add.

Managed to add another 100K at 4.575 but then the price shot up, but I’ve a good holding here now. If we have some sells(Mr 50k) & the price drops I’ll continue adding.
After the RNS I listened to the interview on pro-active detailing the September 2021 presentation.

I would urge any would be investors to watch this, it is an excellent ‘snapshot’ of what’s Woodbois is all about.

Up 2.9% and Volume rising steadily, there’s been steady accumulation around this level for weeks & as buyers identify the correlation between ARB low SP & a rapidly increasing BTC price expect a squeeze of sorts on limited stock.

There are lofty predictions for the future of BTC & some exposure of ARB in any portfolio could prove profitable.

A hedge against inflation or future positioning in a new world of Difi, interesting times ahead.

About the institutions, I’ve added another £20K’s worth.

The rest of the market looks weak but There’s still great mileage in a BTC play imo, a break over $60K this w/e could galvanise interest here.

Let’s see what volume we have here by cop today.

I first bought here at 9p in 2020, sold a fair whack when it went silly but have added more today, I see BTC as a good anti-inflation play & other influential people are commenting on this possibility too.

Could get very interesting again after a malaise, and this can move fast!!

I agree with a lot being discussed here but the key point is to protect the idea in the first place.

N4P are covering all the major territories by patenting first, then the collaborations can roll out, 2 MTA’s are already underway, one with a major pharma.

The value of the patents will be very apparent to any potential collaborator & verifies the expectations for NUVEC by our BOD.

My feeling is that if you’re not holding at 7/8/9p then the next announcement of a major pharma coming on-board ( and the patents have sown up all the major Countries giving Global potential) will re-rate N4P into an MCap of many hundreds of millions, or billions. The potential is astronomical.

But at the moment the market doesn’t believe in NUVEC, hence MCap £14M.

In all the major economies around the World will be completed soon.

No one would make the effort & cost to roll that out over several years if The Product wasn’t worth protecting.

More than happy to wait for this story to unfold.

Is Laughable, considering the potential of NUVEC.

The Global coverage.

Vaccines & Cancer.

China, Japan, Australia, Europe, with USA, Canada & India incoming.

A vaccine taken in Pill format, no refrigeration, easy transport, across the Globe.

Imagine the value of that.

Oh I nearly forgot, NUVEC is being developed as a delivery vehicle for cancer antigen also.

Gulp.