Member Info for Mozax

This is about to get moving.

The importance of todays RNS will filter through over the next few days.

There are some good steady buys appearing.

There’s a lot going on here and all the hard work & due diligence is coming together nicely.

“Alpha Growth is one of the fastest growing asset managers in the World”

Quite a statement on their website.

Main market listed too.

Added to my 32,000 I bought the other day, didn’t take advantage of the dip the following day but have added twice this morning.

I do think this has great potential so will leave them for a good while.

I like the low share count and freefloat.

Good posts Ice & others.

Another 200K at sub 1.9, what a gift!

It’s appeared now.

This is very exciting, confirming the Guernsey acquisition PLUS a significant development within the fund management business.

Ok thanks, I thought there was a problem with Investegate this morning as only a handful of RNS’s have appeared!

Theses forums are very useful!!

Big move up today me-thinks!!

Morning, where did you see this quote if you don’t mind me asking?

Furthermore, if WSG wins just 1% of the mooted 650,000 businesses likely to be affected by the new ‘Duty Protect’ legislation, and if each contract is worth an average of, say, £20K ( not the nice round £100K currently announced) then that’s £130 Million revenue.

On very conservative numbers.

So to say the rise here is ‘unfounded’, seems somewhat illogical?

Ignore the winging here and look at the facts.

WSG would be seriously valuable had Trump not ripped up JCPOA, we had signed a 24M Euro per annum deal with Iran at that point.

Then we had a Global Pandemic that, strangely enough, this affected air travel, and our connected security business, as well as shutting down the Global economy.

Yes, the share price was decimated due to the above.

However, WSG has survived, and is winning contracts again, and even as I type, a buyer has purchased 499,600 shares for 2p.

So, expect further upward momentum, harsh as many of you here seem to feel about that.

Get over your bitterness, take off your 10 year old blinkers and see what potential there is from this low value.

Ps. I’ve been in & out since 2016 so I do know a few things, and yes, the ferry foray best not discussed.

You should read the RNS’s more thoroughly.

The 2nd Mass contract screening is a ‘similar sized’ contract to the one previously announced, which was £100K.

These 2 contracts were announced within a week of one another, the margins will be similar to margins announced in our results.

The potential of a great deal of contracts under the new legislation due to come into force, is staggering.

Why ‘The inevitable dump’? Most here are heavily underwater so won’t be keen on crystallising losses.

Some have taken advantage of a very weak share price, and given the prospect of WSG winning a significant amount of business in the short & medium term, are enjoying a new found momentum.

Here as it’s a big blue one on my screen.

Then I saw that this was 13.8p before the placing, which was at a 38% discount.

Yes, todays news is very interesting, the pipeline looks very interesting so I bought 30K at 15.2.

Only 90M shares in issue & current MCap of £12M.

Seems very cheap with such an advanced pipeline.

I’ll leave these in the bottom drawer.

Good luck all!

Is catching on.

WSG already protect The Palace of Westminster & Tower of London.

I would suggest We are very well placed to win a significant amount of contracts under this new law.

Perhaps my figures are a bit on the conservative side?

We’ll see.

For The uninitiated, it’s worth reading the Government response document & the ‘Ministerial Foreword’ by Damian Hinds MP, minister for Security & Borders.

This can be found on the Gov.uk website.

I would also recommend reading the executive summary. Make a coffee, there’s a fair bit to digest, but it may assist in making an investment that has some longevity, and actually does some good.

I have 2 daughters who both like to go out & have fun, and I’d like to believe they will be safer with the introduction of this law.

So let’s take 20% of the 650,000 businesses that will need to conform to the forthcoming ‘Duty Protect’ legislation, due to be in force in 2023.

Why 20%?

It’s a low percentage, but forward looking businesses will want to take advantage of competitive rates for early movers, and furthermore, ensure it is in place.

Assume WSG is well placed to contract with just 5% of those 130,000 businesses.

6,500contracts.

Although current contracts for ‘Duty Protect’ already announced are circa £100K let’s take an Average contract of just £10K.

£10,000 x 6,500 is £65 Million.

Seems the risk at 1.7p (£5.6MCap) is rather low in my opinion.

As mentioned before, announcing contracts in blocks of 10 will wake the market up.

Down 6.5% on 388K traded, less than £6K!

On the watch list for some more.

Is through the roof.

News about to break?

Arriving.

On announcement of AUM doubling to over £700M, expect a significant re-rate here.

It will be twofold.

One, completion of the acquisition, (which judging by our paltry Share price, the market is doubtful of) & two, the fact that the acquisition has occurred, puts the Company on track for its £2 Billion AUM within the next 24 months.

Non correlated asset class, this is key too.

Good article in the FT this weekend on Energy Storage, the minute our next decent order is announced & the market catches on to what IES actually does, this will start to move up properly.

Seriously undervalued imo.

WSG is pretty close to an all time low, which, given the Pandemic, and all associated lockdowns, reduc f air travel is hardly a surprise.

However, they’ve survived, and are winning contracts again, and there could well be plenty more than of these to be announced.

Momentum is building again, so let’s get positive!!!