Netscientific Share Discussion Threads

[blakieboy7] 26/4/2024 10:44

It almost seems like the share price isn't being allowed to rise past and stay above the 70p mark, hugely frustrating

[kingston78] 26/4/2024 10:25

If I were the founding director of this company I will engineer a management buyout to take the company private, then float the promising subsidiaries one by one, each of which will surpass the current market cap of the entire group.

[blakieboy7] 23/4/2024 15:45

PDSB looks to have bounced off of recent lows, one to watch

[kingston78] 18/4/2024 12:16

There are increments in the value of the company's investments, without or with little further capital outlay, as those investments attract external funding.

However, these increases in value are not realised and therefore many investors do not give it credence. Only when some or all of those investments are realised by selling them for cash will more investors recognise the true value of NSCI.

Looking at past announcements, I feel that it will not be too far away when a total exit from one or more investments will take place. Watch this space for the share price to shoot up without warning.

[loafofbread] 18/4/2024 12:00

I think we have 30% of DNAME valued at £1M? The update below makes me think another value inflection coming our way!

Vortex, the liquid biopsy company based in London Cancer Hub's Innovation Gateway, is focused on generating tightly scoped studies with leading researchers, including Imperial College London, University of Cambridge, and University of Maryland, Baltimore, to highlight evidence of the technology to pharma and biotech customers. The company also continues to progress its technical validation study.




DName-iT, the KU Leuven spin-out offering Next Generation Sequencing (NGS) specimen traceability, has made significant progress across personalised medicine and women's reproductive health. Following its 2023 fundraise, the company has concluded a successful proof-of-concept pilot in Europe, progressing its regulatory pathway in the UK and EU, and identifying a priority market segment for service launch - Non-invasive Prenatal Testing (NIPT), an important use of genomics in women's reproductive health. The company is exploring various near-term revenue opportunities in the UK and the EU.




Martlet Capital, Cambridge’s leading early-stage VC, has participated in £3.5m funding round for OctaiPipe, the end-to-end Edge AI platform, and £5.5m funding round for Xampla, a cleantech company advancing plant-based, biodegradable material that aims to replace plastic. EMV Capital is working closely with Martlet Capital to deepen the relationship between the two firms, expected to result in future projects and co-investments.

[blakieboy7] 18/4/2024 09:31

Are you able to share the link loaf?

[loafofbread] 18/4/2024 09:21

Very bullish EMV First qtr newsletter just out.

Well worth a read.

[loafofbread] 17/4/2024 10:08

Decent sized buy delayed by an hour so should move up on the next one.

[loafofbread] 16/4/2024 23:20

Still can't quite believe we have only gained 1p on that news.

If they are going to sell the lot this summer for £10M in cash? then I hope they put a share buy back into the mix post results.

About time they started narrowing the discount of the 60p share price to the £2.00 asset value.

[blakieboy7] 15/4/2024 19:18

More like manure than panmure!!

[blakieboy7] 15/4/2024 11:08

Now would be a good time for Simon Thompson to write an article

[blakieboy7] 15/4/2024 08:58

Agreed. It's a nonsense

[kingston78] 15/4/2024 08:43

Until and unless there is a total exit crystallising the value of a portfolio company in cash the market will not appreciate it.

[blakieboy7] 15/4/2024 08:06

wtf does the share price not move on this RNS? It spells it out in black and white

[loafofbread] 15/4/2024 08:05

NAV is now well over £2.00 a share.

Madness!

[wapper] 15/4/2024 07:26

RNS .Time for a rerate here.

[blakieboy7] 11/4/2024 17:23

It seems like it's trapped in this low range

[kingston78] 06/4/2024 11:10

I am sure that there will be a significant announcement of divestment this year, realising a substantial gain for the company.

[loafofbread] 05/4/2024 13:23

Ventive 11%, EMV 25%

From Pipehawk half year 27/03/2024. They are one of the production partners for the new heat pump.

Recruitment has been a challenge as we have increased our staff levels to support the pending build profile of the contract manufacturing solutions. Inflation and cost of living increases have resulted in increased salary demands across the business. We have seen an increase of staff from 55 to 75 with more resource being required to support the contract manufacturing aspect of the business for both Caudwell Marine and Ventive, as well as considerations for Fast MDX, moving in to the latter stages of 2024. Commencement of contract manufacturing has suffered delays for the above reasons, but is moving ever closer. Caudwell is targeting start of production in July this year which will generate additional revenue towards the latter stages of 2024. In addition, Ventive has production targets on a similar timeframe.

[loafofbread] 05/4/2024 09:18

QBot 15%, EMV 32%

USA and Europe.

Q-Bot, the UK construction tech company that uses robotics and AI to insulate people’s homes, has strengthened its Board with the appointment of a new Executive Chair and a second Investment Director.
Victor Vadaneaux has been appointed Executive Chair of Q-Bot. Victor has worked within B2B services, the engineering industry and the healthcare sector, and has extensive business and private equity experience of the UK, EU and US markets, including several successful exits.
Malcolm Groat has been appointed an Investment Director of Q-Bot, to work alongside Dr Ilian Iliev, the company’s existing Investment Director. Malcolm has more than 25 years of experience as a Chair, NED, CFO, and CEO in the public and private markets.
These senior board appointments significantly enhance Q-Bot’s capabilities and take place at an exciting time for the company and the construction industry. Using AI and robotics, Q-Bot’s insulation is deployed beneath suspended timber floors or to the underside of suspended concrete floors. In the UK alone, Q-Bot’s high performance retrofit insulation can help insulate the 8 to 12 million homes that have suspended floors and which are hard to treat using traditional forms of insulation. In the UK, Q-Bot’s customers include social housing landlords, energy companies and private homeowners. Internationally, the company has identified a further multi-billion market for robotics-based retrofit of insulation to residential homes in North America and North West Europe.

Victor and Malcolm will help Q-Bot to scale its robotics-as-a-service sales in the UK and expand its digital retrofit service. As its next phase of growth, Q-Bot is set to launch in the US and scale in the EU through strategic partnerships.

Their appointments have been facilitated by EMV Capital, a key investor in Q-Bot, and the company continues to draw on the value creation services provided by EMV Capital.