Member Info for Newuncle

Anyone want to guess who could have token Helium's shares?

Unicorn Asset Management
Premier Miton Investors
Intuitive Investments Group

Now I can see the 439m...

I'm seeing 339m on my screen?

Yes that single trade of 189.25m matches their holding exactly, Helium GONE.

Must be an agreed transfer to a new holder (or more likely an existing other significant holder).

Should be good for MSYS and for us.

August 2022

Process monitoring and analytical technology at the point-of-need

Miniaturised mass spec technology helps you analyse the chemical composition of flow streams, in real-time. Include online monitoring of flow chemical reactions in your processes, and you’ll create a more efficient workflow with the ability to:

Monitor starting materials
Identify transients and impurities
Determine steady state conditions
Optimise transformations
Improve yield, purity, and reaction selectivity

Creating methods to streamline processes is what our team does best. Working with Merck & Co., we presented a unique quantitative perspective on online flow reaction profiling, and continue to develop process analytical technology (PAT) combined with mini-mass spec equipment for real-time analytical solutions.

From 2021 aptamer tweet

We're pleased to be working with @Microsaic to deliver better real-time monitoring of wastewater systems via miniaturised mass spec technology.

Funny how the total number of trades was 10 and that's shows in the count on the trades button but only 7 listed and they didn't go via aqse

Yes 3 x buys show on advfn but not on lse .... Very odd

If the CLIN kicks in you might have quite a time to fill it too and very cheaply

Too many nervous PIs out there, scared of their own shadows now.

Nice bounce but not looking like enough to take us blue. Terrible markets continue to plague even TNT.

Granted.

Fwiw Friday's volume was the highest for the last month at @40m for the day, average over the month was more like 10m per day. Yes ideally need something closer to 50m av per day.

LTB,

I agree 100%. The only influence on share prices for the last 6-12 months has really been Helium's continued sell off.

It's about time that MSYS showed its hand now to confirm business is delivering per the last official update back on 30 September 2022:

Outlook

-- The growth in revenues, at higher margins, illustrates that Microsaic is able to access additional revenues from other innovative companies seeking a high quality product design, development and manufacturing service. As a result, the Board expects the solid sales momentum noted in H1 to continue through H2.

Gerry Brandon, Acting Executive Chairman of Microsaic Systems plc, commented:

"The change in business strategy which began in 2021 has carried through to 2022. The result of which can be seen in the increased revenues and gross profit which have led to reduced losses. We look forward to continued growth with our existing collaboration partners and already see new business opportunities developing for 2023 through the Authorised Partnership with Kingfield Electronics Limited. The Board notes a strong momentum of sales growth in H1 and expects this to continue through H2 with a strong orderbook."

LTB,

Yes LTB it is quite frightening to see how much damage Helium have caused here. Some might say why would they do that?

IMO Helium decided to exit MSYS as fast as possible in 2022 but had no idea just how damaging their actions would be but of course they made so much money prior to that at much higher levels and far bigger volumes that the losses from selling under 0.0010 are largely immaterial to them in reality. They have however created what should be a hugely cheap opportunity to buy into MSYS as it emerges from years of development into full commercialisation of their products and services across a broad range of markets. Time will tell of course and in the meantime Helium can still be a brake on the stock with their 189m overhang. Hopefully they will speed their exit and get out completely by June/July. ie if they dump say 10m a week (or 2m a day) from here they would get to just 1% by 1st week in June.

Helium Last 12 Months fwiw

Helium
17 Feb 2022 380,125,000 5.98% £456,150.00
1 July 2022 304,125,000 4.78% £240,258.75
28 Dec 2022 235,625,000 3.70% £84,825.00
13 Mar 2023 189,125,000 2.97% £77,730.38

Sol,

Not a fan of Zak Mir as every time he covers any of my shares after a rise they fall away very soon afterwards.....it's like a curse when he highlights a stock

UT trade???

Oh gawd Zak Mir feature on msys ride today... usually the kiss of death when he covers any of my shares....

Yes, yes, yes.....excellent news, funding sorted, Africa being launched early......brilliant