Member Info for Mozax

The rise here has only just started.

A couple of months ago this was over 5p, a few years ago it was over 200p.

There are plenty of holders heavily in the red who won’t be selling anything for a good while.

The potential is massive, and the opportunity for a big player to take this out is certainly a possibility.

Block buying certainly isn’t PI’s.

Dropped this 10% on a few 100K trades, clearly getting desperate to try and entice sellers.

Seems it hasn’t worked, so good luck finding any shares to trade.

Let’s see what strategy is employed next.

I posted yesterday evening that the most recent RNS in August announced the CEO purchasing 1 Million shares at 3.1p.

That’s a fair chunk for a new CEO of a MicroCap.

It’s possible that the Directors are in a closed period since.

It’s Simple. Buy & Hold. And add on dips.

These shares were trading for over 200p a few years ago, before they developed what has been announced since.

The most recent RNS, In August, announced the CEO purchased 1 Million Shares at 3.1p.

Since then, barely 8 weeks has passed but the speculation on this BB is endless, and generally negative. Traders narrative.

I’ve used this hefty retrace to add to my position and at a considerable discount to that of our CEO.

Looking forward to plenty of news-flow here.

A little flurry of small buys has already pushed this into the blue on a Red day across the markets.

A few Interesting posts from vigilant fellow investors, our new High Calibre legal Counsel plus our US Fund making very positive progress.

It’s all good & it won’t take many more buys to take this into very positive territory & to build momentum in the right direction.

Given your posting history here Paddy I’m not sure you’re overly concerned whatever is going on.

However, one doesn’t attract a highly motivated, career oriented professional of such calibre without transparency of potential & progression.

Watch & learn.

Well spotted Steve.

Certainly a very high calibre appointment.

She’s left Legal Counsel Senior VP at BNY Mellon from 22 -24 and was Legal Council assistant VP at JP Morgan from 2017 - 2022.

What’s around the corner I wonder to attract such calibre?

Well yes, but in relative terms it’s substantial enough to have moved the Bid to 2p following the x2 £1900 buys yesterday.

This suggests freefloat is really very tight, not unsurprising given the significant holders here, including holders like yourself, I’m aware of quite a number of retail investors holding 6M plus.

Interesting times are coming, investors know The Company is in discussions with ‘a number’ of potential acquisitions and news could land at ‘any time’.

Given the time frame for ‘in excess of £2Bn in AUM as stated on a number of occasions now, we’re getting close to the point of adding circa £100M of AUM a month if this timeframe of during 2025 ( I’ve allowed by the end of) will be met.

These discussions must therefore relate to some very significant amounts if the Company remains so vocally confident.

Plus a chunky £12K Buy at 1.875p.

“However, the shares are currently underpinned by existing potential, with optionality related to the potential for the build strategy to give ALGW access to opportunities for MATERIAL VALUE CREATION over the next 18 months.”

I suspect that is what Mark Ward (24% Holder) and James Sampson (5.2% & currently building) are here for. Material value creation.

It’s been a journey to test the patient but I suspect an announcement of a significant acquisition will apply heavy buying pressure, so the canny are buying up whilst it’s quiet.

The x 2 250K trades are buys at circa 1.75p btw.

Some negativity here over the last 4 weeks or so, a few sellers and the price has dropped back nicely, which Mr Sampson has used to his advantage & accumulated some more.

I note our earlier posters didn’t refer to the Company being debt free & holding circa £7.5M in cash.

It has generally been agreed here that ‘by’ 2025 was always at some point during the year of 2025, and the BoD seem confident at adding at least a further £1.4BN of AUM.

I may add more myself in due course, I think the markets could get tricky as The Middle East starts to implode, and Putin continues to frighten the West with Nuclear rhetoric.

Perhaps a non correlated asset could be a conservative investment over the next 3 years or so.

Re-reading the last RNS on the 3rd September this struck me more clearly:

“ This is the first time that Unilever has examined the Impact of Optimer Binders in Cosmetic applications……”

And now Unilever announce they are deepening the partnership with Aptamer.

Has anyone else considered how big the cosmetic market is and the FACT that Aptamer have filed a patent application for optimer binder sequences in this space.

Probably worth buying at these levels in the ISA and bottom drawer for 18 months for potentially significant returns, IMO.

Just looking in, seems volume is increasing and the bid rising freely, any more buying pressure looks like this could move…….

The recent equity research Report published by Tennyson, a trading name of Shard Capital Partners LLp suggests a BUY recommendation.

The report is issued to potential investors on a private basis so I am unable to reproduce or distribute the report here.

However, I am able to post my own personal view which is that this a a very comprehensive report thoroughly vetting the Companies business, challenges & opportunities.

I can thoroughly recommend that any investors, or potential investors obtain access & read the report.

My interpretation is that there is a short term target of over 4p, Coinbase sees a fwd multiple of 18.0x EBITA and a much more conservative multiple of 5.6X C26 EBITA is used for TAP.

There is inherent scalability & the recent launch in the Worlds largest Cryptocurrency market, the US, which is a pivotal milestone for the Company.

Proactive approach to regulatory compliance provides strategic advantage.

Strategic integration of XTP is a catalyst for accelerated growth.

The report offers very conservative numbers in my view, but professional analysts will always offer cautious upside, although in this case a suggestion of initial 492% upside above the original share price of 0.7p is suggested, this takes us to 4.14p.

Original investors paid 4.5p to raise £3.1m when TAP listed.

Personally, I’m going to be very interested to see the traction TAP starts to achieve in the US, as well as numerous other jurisdictions.

I’ll post info from the report tomorrow, another busty day today, tomorrow looks wet and I’ll be in my office for the morning.

There’s an interesting section in the report on XTP and the ‘Flywheel effect’ of building momentum in the token.

Busy

Yes, I can, although it is very straightforward to register on the Tennyson Website and read the report directly.

It’s a 17 page in-depth report & provides any potential investor deep insights , these sort of reports are usually only available to institutional investors or fee paying subscribers.

I’m quite busty this morning but will post the basic facts from the report later today.

One thought that crossed my mind is that as AT holds over 60% of the stock he’s going to continue to build this Company with a view to selling it to one of the major Crypto companies, where all the synergies will come into play.

Furthermore, The Tennyson report is very conservative, so potentially even greater upside.

Someone lucky enough to grab a million at .925p.