Member Info for Mozax

Yes, this is an interesting addition.

Given the very prolonged issues facing SW Water 💦 trying to determine the source of the Cryptosporidium outbreak in the Torquay/Brixham district and the tens of thousands infected & affected.

Still, after more than a month tens of thousands of households are on bottled water.

However, I patiently await the update on a material license fee opportunity.

There are a lot of similarities between Sondrel & Filtronic in terms of each Company specialising in their technology.

Very Interestingly, Filtronic attracted a 20% investment from Elon Musks Space X a few months ago.

The Investor Meet presentation from August 2022 is very interesting & the CEO discusses the ‘General’ Chips that NVidia manufacture, whereas Sondrel design & manufacture specialist Chips.

Now that funding has been sorted to the tune of £5.3M (at 10p a share) by ROX, private Equity, I think the potential upside is huge.

Once significant contracts are announced I think the Company should list on the main market given the potential Valuation it could achieve, that would send out the right message - this is a long established and professionally run Company - and signalling this would encourage long term investors, which will s what they need.

With ROX aboard this may also be on the table.

Stock here is very tight & this has the potential to move up rapidly on any pressure.

Sellers are few & far between as this is a great story, specialists in their field both in design & manufacturing- thats pretty unusual to be able to complete the whole process in house.

Thumbs up from Musk on that point. “This is what I want”.

“No problem”.

In the US Companies like NVidia explode onto the scene with their expertise, and tremendous valuations.

Let’s see where we go from here.

HL fine with me.

This will be considered within 6 months of the raise.

Suspect we’ll get further contract news in the short term & more interest in the stock, AIM can be fickle, but once The Company announces some real traction this could move up quickly, with a sensible valuation considerations to de-list will be dropped.

Surprised this hasn’t nipped up to 10p.

It’s always the case with a placing at a discount that the SP matches the placing price, but here, £5.3M raised at 10p and this sits at 6.8p.

Interesting Company and I’m doubtful they’ll de-list, too many future commitments as a listed Company to easily de-couple from the markets, and to what end?

All this needs is the market getting behind this unique Company and a re-valuation.

A little bit of patience required and this Company could surprise investors.

Yup, in auction.

It’s off again.

Mm’s keep widening the spread to put off buyers…..could be an interesting afternoon

Buy

Mm’s will play this now, very big & fast profits for a number of people currently …..

Not seen anything like it before, PLHC on 4p…….up 64%……

51.69%

Yes, it’s undervalued.

Now up 39.33%…….3.2p gone

It appears to me a background buyer is simply hoovering up stock.

There are 4 MM’s on this and big buys at 3.05p printed, PLHC just moved to 3.25…..

I couldn’t say why the sudden interest in the stock, 35M traded is no P&D

Company clearly highly undervalued - perhaps significant news to be announced any moment

Alpha Growth is simply a function of time, the market is currently completely disinterested in what the Company has achieved so far, and as the current bargain share price languishes, available for the astute.

This is a plodder, gently getting bigger, slowly building AUM, gradually increasing revenues.

From Zilch, to current circa £700M AUM, share price only attributes cash, barely.

However, Warren Buffet built his fortune on plodders, boring Companies gradually building revenues, taking time gently doing things properly.

Imagine Alpha Growth annual income end of 2025 at circa £45 - £50 million, what metric might be applied for a valuation then, when this highly specialist fund is bid for by a major pension fund?

Just buy, & hold, as we are witnessing the bigger holders tactic.

It’s Rare to come across something like this.

40% rise in short order & traders will take profits, just depends on buyer demand at this point.

Well I’ve bought some more, I thing WSG is going to get on a roll with this whopper contract, the market is ignoring them atm, let’s see for how long.