Member Info for Mozax

Can’t be many left under 3.2p.

Tick up into close?

No placing, confirmed in the Q&A yesterday.

We’ve £16M in the bank, so no rush.

As if someone was trying to spook the SP with a flurry of sells as the Investor meet presentation started, 100K sell at 16:02, then a flurry of further sells.

The meeting was positive and short term sales nearing closure have doubled to over 22MWh.

Mistral, the big battery tech is progressing well & sounds as if they have some serious interest in it, beyond the agreement with Siemens Energy.

Yes, SP is currently very cheap, and all the BoD are disappointed in that, Sales are coming!!

No placing.

That’s about it.

It’s not leaky, all the information is out there, it is just very undervalued imo.

The potential returns are enormous, against minimal downside as it has been proved that NUVEC works.

The rise today is recognising the significant importance of the recent RNS, that NUVEC has successfully carried 2 different siRNA into a cell simultaneously.

N4P have an MTA in place, and that Company is still there, working with us. Nigel and the Board have been very careful to not let slip who it is, and it’s been well over a year since they began analysis of NUVEC.

During that time we’ve put Patents in every major Country to protect NUVEC.

Remember, NUVEC is Unique.

When investing in Biotech, or anything else for that matter, having something Unique, and patented, can have tremendous value.

If it transpired that our MTA was with a major pharmaceutical, imagine the SP then.

Nevertheless, I’ve not heard Nigel sound so confident and relaxed as he did during that interview, and I think there is a lot coming here over the next months.

Currently 106 clinical trials using siRNA.

NUVEC. Points of Difference.

Few side effects.
The double loading combination therapy is a big breakthrough.
Put it on NUVEC and it gets into the cell.
Uniquely placed!!!

Hugely undervalued imo.

Dir3ctorstalk

*************.

Worth listening to Nigel discussing what they’re up to in this Interview on 15th September.

Note, this was given before the successful RNS yesterday regarding multiple siRNA loading onto NUVEC.

https://www.***************************/n4-pharma-plans-for-commercialising-nuvec-video/4121082366

Up 11.4% on a Market Red day is telling.

Buying on the dip today.

This will move up big time as stock gets tight and consolidation completes.

Looks like the last few at 2.3p.

Seems very undervalued given all the work already done and Patents lodged around the Globe.

Our MTA is still in place too.

Adrian Wootton, the chief executive of the British Film Commission (BFC), the agency responsible for attracting film and TV productions, believes the fillip of the weak pound could help push the amount of inward investment alone to as much as £7.5bn by 2025.

“When we look back on the year it may end up having been the biggest ever in terms of inward investment,” he said. “It is looking that way. It is kind of full tilt here in the UK and the demand curve is strong. We could go to £7bn or £7.5bn inward investment annually by 2025, and that is not including increases in spend by the domestic TV and film market [£870m in 2021].”

The boom, which is primarily being driven by the heavy content spend associated with the streaming revolution, has fuelled a race for studio space as existing production facilities expand and new sites seek to open to keep pace with demand.

Interesting Article in The Guardian, re-posted by Hargreaves Lansdowne, regarding potential further £3Bn investment in the UK TV & Film industry due to weak Pound.

Given our Full order book and plenty of cash in the bank, an acquisition would be timely to really boost the SP from here.

It’s important to note that our current delivery backlog totals £12.98M.

They have expanded their manufacturing capabilities, which one wouldn’t be doing if the consensus is reduction in sales.

We’ve expanded our presence in the US, and signed an agreement with US Vanadium.

Yes, we need an update on closed sales, which, by the law of averages, will arrive, probably in succession.

Sentiment will turn as the roll out of our tech is adopted, and the market will then start to take an interest in our next generation product, which, linked to Siemens Gamesa, will attract a lot of attention.

It’s very hard to sit on a stock that’s heavily underwater, but with Invinity, it moves so quickly that paper losses could be erased in a morning, following the right announcement.

I am going to invest further, having topped up 20,000 recently at 25p, as I believe in the Company, and the tech.

Interestingly, Labour are very keen on investing heavily into renewables, and it wouldn’t surprise me if A General election is held for a New Government given the incompetence of the current incumbent.

N4P have patented Nuvec in all Global markets.

So the MM’s just have to keep moving it up.

Any sellers have already been flushed out over the last few weeks.

The Growth story, and returns for the Company are on a great trajectory, so it’s an easy hold.

Guild are Winning competitions, and winning the biggest names as Sponsors.

Sky, Coke, Samsung etc, and anther 28 sponsors n discussions according to the trading update.

But the point is, Guild as a brand is growing all the time, many are missing the point that it takes a good while to create a Global Brand, but Guild is doing just that.

This Company is making all the right moves to become a very desirable & valuable brand.

The CEO Just bought £115K of stock at 320p.

That’s a fair whack & shows great confidence.

I disagree, DARK is ridiculously undervalued, and with the very weak pound is likely to BID for imo.

My interpretation of the RNS is that clients in the pipeline for the current product, the VS3, are shifting & becoming clients for The Next Generation product.

Our Qualified sales between May & September has reduced by 33% but the ‘next generation product interest’ pipeline is growing.

Understandably, Investors are going to want the latest tech.

With £16M in the bank and closed sales inventory of £12.98M there is cash value of £29M.

Our MCap at 26p a share is £30M.

The Company needs to convert VS3 sales otherwise 12 months will pass whilst waiting for the next generation product to come online.

It may have been more prudent of The BoD to keep the next generation product under wraps whilst increasing sales of the current product.

That’s my take on why I’m down 53% on my investment.

And non correlated, returning over 10% pa, any investor will want a slice of this in their portfolio.

The first fund in this class Open to retail investors as well as the big boys, This is very god news indeed.