Maxcyte Share Discussion Threads

[adamb1978] 18/2/2021 15:41

I dont think the options are excessive at all 2theduke - the 1040 strike price ensures that they aren't and completely aligns reward for execs with value creation for shareholders over the coming period. Just that options given to NEDs are unusual in a UK context...though then again they'll be Nasdq listed in a few months so I guess you could argue that they are indeed normal

[2theduke] 18/2/2021 14:59

I have to agree with the NED options here. I think a very large case of making hay given the strength. It's the first action I'm not actually behind from them. I have no issue with prior options being cashed, nor incentive schemes. These however, and the size of them are certainly excessive in a "normal" market imo. Doesn't offset the wider strengths obviously but still.

[adamb1978] 17/2/2021 21:35

Yes, very good that Nimbo. Being picky, granting options to NEDs is generally viewed poorly in the UK but more accepted in the US. However the decent strike price on the Exec options trumps that so overall its a good development for shareholders

[hatfullofsky] 17/2/2021 19:51

Chunky buys at the the close

16k
40k
25k

[nimbo1] 17/2/2021 09:09

Comments on large scale manufacturing bodes well

[trickydicky1] 16/2/2021 16:07

Just need to make sure the drawer is large enough to start with, put a lock on it, and then throw away the key (as you would do with Bitcoin...).

[acuere] 16/2/2021 15:54

Not surprising really. I’ve said it before, but unless you’re following strict portfolio/ trading rules, eg no more than 20% in 1 stock or sell 1/2 if 100% up etc, I can’t see any reason to sell.

We’ve seen a couple of valuations in the last 2 weeks both of which admit they are being conservative.

Trinity Delta at 1217p in which they say
“Our valuation approach leaves ample room for upside as MaxCyte continues to execute on its strategy”
and

“Our current valuation cannot adequately capture the scale of the future opportunity for MaxCyte,”

And then Moats like Kodak, who felt Trinity too low, giving value of 1700p, which they admit is based on lowball assumptions.

One to stick in the bottom drawer as they used to say.

[someuwin] 16/2/2021 15:14

Looks like it really wants to move up.

[74tom] 16/2/2021 09:33

Indeed it was - it's one of those situations where due to low liquidity the buyer would have had an average price in mind and executed at any level within a certain band. Happy with my holding although could certainly have done with buying a lot more in the £4 range... still could be a very nice earner if this heads towards a $10b market cap when on NASDAQ.

[assagai] 16/2/2021 09:18

That was rather a blunt instrument this morning! Clearly large player needing stock and a spike will always find a few wobbly holders to free some up.

[davemac3] 16/2/2021 08:40

Sometimes, you wish you'd bought more of certain shares....

[someuwin] 16/2/2021 08:32

Looking strong again. And v. difficult to buy.

[nimbo1] 15/2/2021 19:19

It doesn't matter when UK funds have to take profits or reduce a position that has grown too large - American funds (i.e. big money) want in is what matters and what is driving the price...

[acuere] 15/2/2021 19:17

If they were obliged to sell at the 650p level, I assume they will have to reduce further seeing as share price nearly 50% higher now.
I wonder if they notified Maxcyte today of a further reduction and Mxct realised they hadn’t told the market about Jan 25th notification. If that’s the case I wouldn’t be suprised to see another holdings RNS shortly.

[donald pond] 15/2/2021 18:11

MXCT is held by RMMC, which did a redemption recently as they have a policy of keeping market cap small and not drifting into being a mid cap fund. So I guess they had to sell because they've owned MXCT for at least 4 years and it had become too big a part of their pf

[acuere] 15/2/2021 18:02

Today’s holdings RNS is a bit late. Threshold crossed on 21st Jan and notification received on 25th January. share price when they sold was about 650p.

[the white house] 15/2/2021 17:49

Guys, spread bookie has ; Maxcyte @ 895p mid and Maxcyte Reg @ 962 mid listed separately. Can someone explain the difference/linkage please as they both seem to move alternately & independently but to sameish levels. Which to hold or both'Many thanks

[assagai] 15/2/2021 17:13

YEP ,couple of really chunky buys towards close....about £2.5 million's worth. Lucky River and Mercantile let some out....

[trident5] 15/2/2021 16:37

River and Mercantile selling some.

[nimbo1] 15/2/2021 14:21

you can subscribe to these for free - this one released today is valuation thoughts on maxcyte.

[acuere] 14/2/2021 18:56

I like the way Maxcyte are mentioned in this promo for this weeks CAR TCR Summit.

“Cell Therapy giants”

[rampmeister] 12/2/2021 14:24

I agree that 60% is a worry but I draw comfort from Microsoft being prepared to ally themselves with BYIT. Says plenty about the company imo.

Kainos are rolling out the Workday product across Europe for the next few years. Just think Microsoft want to work with quality software companies. Sorry for off topic.

RM

[thetrotsky] 11/2/2021 20:08

Hi rampmeister, My only concern with BYIT would be that, according to the prospectus, it derived over 60% of its gross invoiced income from Microsoft during FY20 and FY19 (up from about 55% in FY18). If Microsoft ever decided to "cut out the middleman", BYIT would be seriously compromised. That may sound far fetched but we've seen Apple do it before now. Microsoft has historically been inclined to be less vertically integrated than Apple and content to use re-sellers but, times are a-changing, and Microsoft is increasingly looking at adding value to it's proposition (it lost its way in the early Noughties when Steve Jobs was in his prime but Microsoft now wants it's No.1 mantle back). Personally, I'm interested in adding some income stocks and have decided to take another look at DGOC, another share Hambury mentioned. Gas may not be as green as wind/solar/tidal/nuclear but the world at large has procrastinated so long about how to effectivey curtail greenhouse gas omissions that I do believe we will see more gas replacing oil/coal in the interim. Our existing old coal/oil/nuclear stations are aging and need to be replaced and we still haven't cracked the storage problem for wind/solar/tidal (lithium batteries are definitely not the long term solution and coverting electricity to, say, hydrogen for storage purposes is highly inefficient)

[semaj2000] 11/2/2021 14:49

MGC Pharmaceuticals webinar - Friday 12th February at 10am GMT

hxxps://voxmarkets.brand.live/c/vox-markets-and-turner-pope-webinar-friday-february-12th