Member Info for Mozax

So the NHS is under such stress the earliest I can get a “tele appointment’ with a Doctor for my father -in-law is December 17th.

Makes me think that Kanabo buying out GP services could be a very smart move, & not just for their own products.

We’ve all been waiting a long time, and whilst Nuvec gains more patents and abilities in the gene Therapy space the share price continues to fall to rock bottom value.

I would imagine 99% are heavily underwater here, but as the saying goes, ‘it’s darkest just before dawn’

Naturally, I’m an optimist, I noted that Astazeneca snaffled a little Biopharma today………

If Mr 100K starts loading again then a few trades will take us past 6p.
Huw Jones did say that their biggest shareholder continues to add on the open market.

These are hard to get hold of……

L2 looks interesting, 5v1, and it appears that there is v little stock, accumulators have built their holdings & will be sitting tight.

Could move quickly over the next few sessions.

Some interesting Trades, end of last week a 500K followed by a 250K, and today, at 12:01, again, another 250K buy, there’s a hefty accumulation going on, all a bit smoke & mirrors imo.

I feel for those that bought at IPO & beyond up to 144p, but I’m at a loss to understand why this remains so undervalued, given the organic nature of growth, no debt, £12M in cash, £51M in forward contracts…..

I’m still adding……

So, it appears that this was sold off heavily from its IPO price of 122p after staff turnover seemed high, whatever that rate was, the market didn’t like it, and the MCap has crashed from £186M to £36M, and that includes £12 M in cash, so effectively £24M.

Now, post Covid and as a reaction to Brexit skilled IT employees were in big demand, so Companies have been poaching staff off one another during 2022, with a spiral of wage increases to tempt people to move…..

…..however, there is now a potential slowdown as the UK, and most other Countries fall into recession, and people employed in good jobs with contract visibility within Public Services will want to feel secure, and will stay put.

I see the staffing issues of earlier in the year settling down, Made Tech has a number of huge contracts and offers many great employment incentives.

I sense this has been heavily oversold & I look forward to seeing the Company build & grow solidly from this point forward.

Admission to Aim on 30th Sept 2021 with an MCap of approximately £180.7 Million.

Current MCap £36M including £12M in Cash.

So the Business is valued at £24M.

12 months later revenues have doubled to £29.3M and current sales bookings stand at £51.1M, this was at September 22 full year results, plus another £10M contract announced on 15Nov.

There seems to be a disconnect here, yes headcount has grown by another 200, but this is a growth Company, so it’s growing!!

Directors already own heaps of stock, & a total of 52.7% held privately.

I think this will move very quickly once the seller has finished, whoever it is.

Sounds neat, $9m of settlements, route for Providence and all for a nominal sum, plus 10% of net fees for a limited time.

What will really cause some interest here is when the regulators finally get around to signing off the £350M acquisition.

The £156M deal with Staclica is doubly de-risked.

They have the platform to identify the patients most likely to benefit from SX-01.
They are funding everything moving forward.

And that deal now quietly moves along in the background whilst Evgen move forward with all the other indications for SX01.

Furthermore, our biggest shareholder has continued to add so freefloat gets tighter, the risk is selling too soon & not being able to build a decent holding without spiking the price.

I’m certainly holding for at least 18 months, could be very profitable indeed.

Perhaps the seller is muddled by the name, and think they are selling their sofa stock.

Director buy at 48p in February 2022.

51% held by Management.

Feels like heavy manipulation here, huge contract wins and clear revenue streams ahead etc.

Will continue to add & accumulate a decent holding.

Deal is starting to settle in a few minds. And that’s just in one small sector.

Plus Royalties.

Plus all the other stuff Evgen is up to, in all other indications.

Mind boggling potential, and highly competent board.

Share Price was £1.28p last November.

Market will catch onto this.

Growing very nicely & clearly sold down to silly prices due to distressed seller.

Read 19th August Trading update ( announced when the market is asleep!) for confirmation on metrics, looking superb.

A number of Biotech Companies are beginning to stir, it may be that interest is coming back into this sector, this seems highly undervalued, so I’ll continue to accumulate and wait patiently.

Very confident board, interviews are excellent.

I’m not ‘having a laugh’ at all.
In fact, I’m very serious, with over 100K Shares at an average of over 50p, my paper losses are significant.

Agreed, that a number of ‘non core’ investments are down but I’m concerned that IES has lost my momentum. Nothing from our Hyosung’ partners after 8 months, and they tested a VS3 for 2 years!

Yes, I’m disappointed in the continuing sell off here every time there is some positive news, it says guests to me that The Market isn’t convinced the Company is on a free rm footing until a decent cash buffer & substantial orders are secured. And yes, I know we don’t have any debt & we have circa £14M in the bank.

If Mistral slips into 2024 then we’ll be out of runway.

However, perhaps we’ll be bought out, or a JV?

Perhaps their concern is that they are going to lose all their options if the company goes under, so they’ve put pressure on the BOD to have a ‘Capital Reorganisation’ so they can encash their options.

Personally, I can see the Company having to raise funds as the Sales Pipeline is currently at circa 10MW & we are still at least 9 months off Mirage launch.

Brilliant tech, in the right place at the right time, but not being adopted quickly enough.

Look what BTC is up to.

Watch the herd pile in here once BTC breaks 22K.

I’ve just ordered some.

In 25 Mins.

Momentum building & THG entering its busiest trading period.

Let’s see how long the shorts want to hold…….

And back in auction…….