Good Morning.
AIM is a funny market and doesn't follow any logic - one minute a stock is out of favour and one is heavily underwater & the next it does 200% in a day.
It's not ideal to 'invest' in but big capital gains can be made and surpluses can be put in to good dividend paying stock - it also adds a bit of excitement if is spending quite a bit of time 'doing this'.
I discovered MSYS when it did a 'blip' and appeared on my radar - I researched a lot and was interested to see its decline from 45p to under 2p - horrendous for the big early investors.
However - this could be an amazing value play stock as recent announcements have had no effect at all - in fact the opposite as there has been a very steady drift back.
1.Google KNAUER - on their website click Support and then Distributors. they have 100 Global distributors.
2.Rightek Ltd - Taiwan
3. Unimicro - China - Once our MS is integrated with their Capillary Electropyoresis we launch sales into China.
4. CPI Innovation Ltd - We recently announced a collaboration with them on the innovation front.
The above 4 announcements (See RNS) have all been announced in the last 2 months.
Sales have increased in the first 4 months this year above the Total sales of last year.
If the announcement on the commercial collaboration is successful then stock here could be in very heavy demand indeed, but the longer term play are the increasing sales and a New BoD that is clearly delivering on a strategy.
Plus more than 60 Patents.
High, a month ago.
It settled back a bit over the last 4 weeks but as the EL gets closer positions are being taken.
Lovely long term hold and very interesting times ahead.
Re-Visit the Microsaic Website.
Go to the directors & remind yourself of the calibre of who we have on-board.
I’ve posted before here regarding Glen Tracey & his 15 year stint at PerkinElmer.
Then there’s Chris Buckley with all his Pharma marketing background & time with Novartis.
Peter Grant is no slouch with 40 Years in the business etc etc.
The momentum has already started with the sales so we know that a trading update will be positive & that the commercial partner is at an advanced stage after 12 months of trials - plus potentially further integrated products with them.
We may need to sit tight for a few more months but like Phil I wouldn’t be surprised to have a Webis type rise on collaboration news here.
I did listen to Nicola Duke ( I take all that graph stuff with a pinch of salt) but she did say 3.3p was sticky, then it was a blast up to 12.8p. Google her & have a listen.
Afternoon Dabbler - I'm with HL - very happy with them & have been for years.
I'm intrigued with this stock as for the last 8 weeks the price has been very controlled at this level - nearly every morning there is a sell ranging between �3 - �5K - it sets off a few weak holders who sell up - they are only generally small holdings but certainly someone is accumulating.
I have been buying steadily between 2.13 & 2.6 & follow the stock most days - the minute I've bought a reasonable chunk, say 150,000 - a few minutes there is a sell to match it - there is no way that the MM's want any volume here, or to attract any interest.
This of course is just my opinion - I may be way off the mark but the recent agreements haven't had any effect on the SP at all, yet.
Perhaps once our accumulator has filled sufficiently this will do it's own natural thing - which I suspect will be a rapid rise - perhaps on the commercial news that will be due perhaps as early as next month.
Bad advice as usual.
Top slicing protects the holder by locking in profits.
It also allows newcomers to buy in and helps consolidate the price at a higher level.
With each hefty rise peeps take some profit & end up with a free carry.
They then forget about the stock whilst looking elsewhere for the next opportunity.
Stock steadily becomes scarce as more & more sit on their free holding. As the rises are big & often the ‘free carry’ scenario has already started to occur.
Webis has a great future & LTH who are in early with a big free holding will do extremely well in my opinion.
I confess to being in that position and am now happy to drop in occasionally and watch.
Meanwhile I’ve been building heavily in the next ‘opportunity’ stock I foresee as highly undervalued but with big potential.
They may well announce ‘game changer’ news within the next few months .....we’ll see.
Have a great sunny W/e all.
In a few weeks.
Steady chunky buys over the last month but price held accordingly.
MSYS Website updated on the 16th May with significant shareholder revisions. Nice Holdings by some II's.
June could well be the start of the re-rate here. Lets see!
With Jim's wealth of knowledge and vast experience allows Burnbrae to capitalise on sound opportunistic investments ideas. Through these investments, Jim has built a worldwide business empire. Jim is serially amongst the top 10% in the Sunday Times Rich List and holds a master's degree in Politics, Philosophy and Economics from Oxford University.
For those that don't know - he has a 63% holding here.
That might help some newcomers hold too.