Netscientific Share Discussion Threads

[spurberry] 30/6/2015 09:25

So undervalued and under the radar it's unreal. Not 1 commercial product coming but 2 and maybe more this year!

[mirabeau] 30/6/2015 09:18

This is looking primed

[howdlep] 28/6/2015 20:50

I think you may find once we close above the intra day all time high of 210p, the share price may run away very quickly.

But (momentum traders) try buying stock then...

[bamboo2] 28/6/2015 20:44

Re-jigged the target here as per a confirmed Ascending Triangle

[howdlep] 28/6/2015 19:31

I couldn't agree more.

PI's have a great opportunity here to be at the forefront of some really exciting newsflow, one that will transform the market cap of the company.

Given the tiny free float and the names on the share register , this is one company where pi's should be begin their research as soon as possible.

[themadstork] 28/6/2015 19:16

Excellent coverage.

The market is not currently aware of 95% of what NSCI's portfolio does. Assuming the board follow our recommendations -which I believe they will- then we will see RNSs that highlight each individual product in the near term. Once that happens I think the market will wake up to the full potential here, and the results could be spectacular.

[howdlep] 28/6/2015 18:55

There is an excellent five page high-tech healthcare feature in Friday's Investor Chronicle. This includes a two page section on digital diagnosis, which covers five companies, including Netscientific.

Digitising health is big business these days, and offers would-be biotech investors a de-risked model separate from more traditional drug development, albeit still at the forefront of the latest technology developments. This is particularly prevalent in the diagnostics market, where better technology can deliver quick patient results at lower cost.

Netscientific (NSCI)

A portfolio of companies offering various services in the healthcare industry. Wanda inc, a subsidiary of Netscientific, offers in-house, 'virtual' patient care systems. This means monitoring devices used at home by patients with chronic illnesses such as diabetes, hypertension and obesity can be read remotely. The benefit is that care providers could analyse the data in real time and pre-empt patient events, even before symptoms start to occur.
Qlida, another Netscientic subsidiary, is developing hand-held diagnostics tests for conditions that could be life threatening, including cancer and cardiovascular disease. The technology - which is designed to detect troponin, an early indicator of heart attacks - is even smart-phone enabled. Similar to tests being developed at Akers, Qlida's tests are designed to be used by any doctor in an emergency room, without having to wait for traditional laboratory tests. The smartphone angle means these tests should be popular in developing countries, where such devices are increasingly ubiquitous and existing medical infrastructure poor.

Footnote: I would recommend pi's buying this weeks issue, as it covers high-tech healthcare in excellent detail and should be used as an aid to your own analysis. I have not been paid for that recommendation!

[themadstork] 26/6/2015 14:58

Re fundraising, the impression I got is that ir will be substantially covered by a subscription from the existing big holders. Nothing confirmed as yet though since it is (hopefully) some way down the road.

[themadstork] 26/6/2015 14:58

Double post

[angus17] 26/6/2015 11:51

Just wonder if they are going to keep to their initial comment about product launches in June. A Few trading days left.

Hope so

[mirabeau] 26/6/2015 11:26

This company's not really driven by earnings but more on a NAV basis. The whole is hopefully worth more than its constituent parts...a slow release of value

[howdlep] 26/6/2015 11:22

we have already set an EOD high. Today I am expecting to break the intra day all time high of 210p. Then watch the momentum traders arrive, but they will find it hard to acquire any stock without sellers...


free stock charts from uk.advfn.com

[pyglet] 26/6/2015 11:17

Mirabeau. I know. Glad it's off the radar at the moment.

[mirabeau] 26/6/2015 10:50

Heaven knows what the rise will be if demand for stock increases in a material sense

[mortimer7] 26/6/2015 10:48

Thank you (albeit belated) for sharing the AGM information. Much appreciated.

[bamboo2] 23/6/2015 17:33

MadStork, thanks for sharing your notes.

Slides from AGM Presentation

[angus17] 23/6/2015 12:38

Thanks

very strange to issue such a statement in the AGM results announcement which is usually just for the formalities of the agm.

a statement regarding Fundraising in the next 12 months would normally warrant a separate RNS and would in the majority of companies spook the market. However, I accept that with this company there isn't much of a market to spook and any fundraising would be relatively easy with the shareholdings as they are.

[themadstork] 23/6/2015 11:53

AGM notes:

Myself and Baron Day Trading (baron83 on LSE) attended the AGM yesterday in Kensington.

Firstly Dr Martelet (CEO) gave a short presentation

-Recently taken over as CEO and will be implementing a review of the portfolio to be completed by September
-Disposal of non-core assets
-Focus on 5 core companies: Wanda (remote diagnostic software); Vortex (indentifcation of Circulating Tumor Cells for cancer diagnosis); Glycotest(Non-invasive tests for liver cancer); Glucosense (wearable glucose monitoring); G-Tech Medical (wearable tech for gastric disorder diagnosis)
-Hugely increased and much more regular updates to the market

Sir Richard (Chairman, former Glaxo CEO) chaired the meeting and ran through the resolutions proposed, all of which were pretty much formalities and all passed unanimously.

He then asked for questions.

Baron and I raised the issue of lack of communication to the market. All of the board, and especially Dr Martelet, strongly agreed that communication had been lacking in the past and this would be addressed. We specifically mentioned lack of broker research notes and it was confirmed that several would be published in the near future.

I raised the point of liquidity and the board confirmed they were aware of the issue due to the extremely small free float. As mentioned in the RNS, they will be looking to fundraise at some point in the next 12 months, however they will obviously be hoping to do so at a much higher share price and with participation from the existing II holders.

We then spent some time talking to the board one on one.

Observations:

The board seemed extremely engaged and all were willing to chat to Baron and I regarding the points we'd raised. Dr Martelet seemed especially aware of the need for an increase in newsflow and PR from the company in order to raise the company's market profile.
Dr Boyce-Jacino (head of US operations) and David Gough (Head of Europe) were also very willing to chat and seemed to be confident that interest would increase in the near future.

I believe that Baron and I were the only two private shareholders present. The rest were representatives from the big IIs that hold most of the shares. Think this reflects the nature of the shareholder base and absolutely tiny free float. I suspect that the concerns of retail investors have never really been raised to the board in past past, but they certainly have now! Consequently I think we should see a big push to get the story out there which should hopefully lead to greater volumes traded and result in a higher share price.

Lastly, and most importantly, there were loads of free sandwiches!

Conclusions

-Board is fully aware of shareholder concerns, believes the company is significantly undervalued and will act in our interests

-Newsflow will increase significantly near term. Wanda and Vortex still on track for near term commercial launch.

-Will be a greater effort made to explain the NSCI story to investors

-Broker notes will be published

-Liquidity will improve medium term

I am very happy to hold my stake and am looking forward to the near and medium term especially here.

[mr woodentop] 23/6/2015 11:42

On the website results of AGM link

hxxp://irs.nbtrader.co.uk/ir/netscientific/newsArticle.php?id=1518016&ST=NSCI

[angus17] 23/6/2015 11:37

Mr Woodentop

Where is the reference to funding in the next 12 months please.

[mirabeau] 23/6/2015 11:01

Not sure who this guy is but he's a big fan of this company

[mr woodentop] 23/6/2015 10:42

AGM statement refers to fund raising in the next 12 months. Anybody at the AGM get a feel for how they intended to do this ie rights issue, placing etc

[howdlep] 22/6/2015 09:35

presentation will be online later. That's the time to judge things.

I will continue to add on weakness

[angus17] 22/6/2015 08:24

what's so bullish about it
but of a non statement in my opinion
just wonder if they had hoped or planned for a more interesting runs

[angus17] 22/6/2015 08:24

what's so bullish about it
but of a non statement in my opinion
just wonder if they had hoped or planned for a more interesting runs