Member Info for tqhussain

Disappointed to see a discounted placing. BOD needs to do something fairly quick to show shareholder value.

Worth following them on LinkedIn. You get a lot more info via this channel on the portfolio companies.

Great interview. Didn’t realise Q-bot was already operating outside the UK.
Valuable patent as well!

I originally invested in NSCI because of Glycotest which, if successful will be real money maker. In the annual report they have given a lot more detail about it's current status.

Vortex bio also has great potential, just look at AGL!

Wilco, Below are a couple of examples that I have seen which give you a feel for the scope.
https://www.pbctoday.co.uk/news/planning-construction-news/social-housing-disruptors-framework/105366/
https://www.housing-technology.com/q-bot-underfloor-robots-at-plus-dane/

From what I have seen, at the beginning Q-bot was mainly doing private one off household type jobs. Now they involved in framework agreements, housing authorities etc.

https://www.biospace.com/article/circulating-tumor-cells-market-size-to-surpass-us-20-3-bn-by-2030/

"Advancements in technologies such as immunofluorescence, NGS, FISH, and qPCR are anticipated to drive the clinical utility of these cells, and thus accelerating revenue growth for CTC analyses. Several companies are investing in the development of products that help in CTC analysis and downstream assays. For instance, Vortex Biosciences offers various CTC analysis products, including immunofluorescence, cytopathology, cytogenetics (FISH), cell culture, and genomics."

https://www.electronicspecifier.com/news/appointments/sofant-signals-growth-with-senior-hires

net cash 9.9m
profit 1.6m
MC 7m

looks like a great covid recovery play

Lovely results

Good news, Hope Ed can help execute some of NSCI's plans.

"to prepare and deliver exit and liquidity events for them, as part of the Company's planned strategy to realise shareholder value and returns."

With significant value holdings in the following;

PDSB
Proaxsis
Glycotest
Q-bot
Vortex Bio

Covid might not be headline news now but an accurate test with AZ backing has to be worth a few quid.

Great work by Proaxsis!

https://www.investorschronicle.co.uk/ideas/2022/05/13/a-ben-graham-value-buy/

Proaxsis/AZ news in the next couple of trading days.

yes, nice to see some blue again.

Covid on the rise again, would be good to see a positive update on AZ/Proaxsis

In anticipation of an update? I think the newsletter said early April.

In the interim 2021 report NSCI had revenue of £400k which should be growing with via proaxsis (launch of new products) and with increasing managed services.
Besides the investments NSCI is a revenue generating business.

thanks

Morning Biffa, where about is the compare tab?

Biffa, you can also add the following managed/direct interest businesses with meaningful value imo:

sagetech Medical
Cytovale
Vortex biosciences
Fox biosystems