Maxcyte Share Discussion Threads

[lomax99] 14/5/2021 06:11

Nasdaq listing registration submitted.

[pob69] 13/5/2021 10:07

In good company

CEO of the Year Award
Company of the Year Award
Capital Market Transaction of the Year Award
Best Technology Award

[assagai] 12/5/2021 21:19

Just double tap it!

[pob69] 12/5/2021 14:51

Fascinating thread by someone with a large twitter following

[nimbo1] 10/5/2021 11:18

Practically a ramp from you trident! : )

Reckon you'll get some nasdaq news soon - complete guess of course. Whether or not it does anything to boost the price in this environment I dunno... but happy holding my position as a long term compounder

[trident5] 09/5/2021 20:14

Prospects look promising here, but the price does discount a lot of future uncertainty falling butter side up.

[donald pond] 09/5/2021 19:35

I don't know why someone who concludes that you cannot invest in loss making companies is wasting his time looking at MXCT. There's loads of companies selling floor coverings that are going to be better prospects for whatever he is looking for.

[nimbo1] 09/5/2021 14:15

Kenny clearly you like riling people - There are plenty of notes out there you can read which state the facts.

Maxcyte's stake in CTX001 was just independently valued in a market transaction between vertex and crispr. royalties of 3-4% of a drug worth $11 billion which could be on the market in 2023.

Here are some notes for you to consider - post negative views by all means but please at least make them reasonably well researched.



hxxps://www.getrevue.co/profile/moatslikekodak/issues/1-maxcyte-inc-mxct-368860

[kenny] 09/5/2021 14:10

Assagi,
If you base your investments upon what others are doing, which I do not, then you should tend to pay more attention to what directors are doing. Therefore, are you not worried that the directors sold 755,000 shares at 700p in February this year?

Or how about 575,000 shares sold by directors in July 2020 at 220p.

[assagai] 09/5/2021 14:01

A view apparently not shared by the latest crop of US funds on board.

What do they know eh.

Really worried now about my 104k shares.. but thanks for pointing out my error...and Baron Capital's error too...

[nimbo1] 09/5/2021 12:58

Kenny you can short it or just go back to obsessing over Raven property preference shares.

[pogue] 09/5/2021 12:56

Kenny
another sector you have no idea about it seems.
Every month this company adds new clients to its list, 1 in 3 of which is anticipated to give money to the company at a later date in milestone payments. Current potential milestone payments are £950m but that is that will go up it has gone up from £800m since last year.
Add in the fact the gross profit margin on what they sell is over 90% and you are looking at a company that can only make money going forward.
The fact MXCT is valued at 3 times only a third of the value of its probable current portfolio milestone payments is below average for the sector. CROs are on 3 times earnings alone for only providing services. So not over valued on any measure.
Clearly you are not invested here so why are you posting rubbish?

[assagai] 09/5/2021 12:18

A view apparently not shared by the latest crop of US funds on board!
What do they no eh?

[kenny] 09/5/2021 11:29

MXCT is a company capitalized at about £650m. All of that is hope value because:

1. MXCY has never made a profit and has accumulated losses of about $95m.
2. It finances itself by issuing new shares, annually.
3.The last balance sheet shows net assets of $33m.

So, what is the hope value based upon.

First that it obtains a Nasdaq listing which will maintain the share price at the crazy level it currently trades at – the greater fool theory.

Second that it receives “milestoneR21; payments which if all those drugs proved successful is about $950m. However, it is stated that based upon past history, a third of the drugs may prove successful, so the realistic amount the company could receive is about $316m.

Therefore, MXCT is capitalised at about three times its maximum potential earnings from its current portfolio, even when excluding its current annual operating expenses of $35m per annum.

Investors seem to be confusing one-off milestone payments with repeating income.

Admittedly, some years down the line there will be royalties on the medicines that prove to be successful but those royalties are far in the future. Also, are those royalties going to exceed its annual operating expenses? I think no one knows the answer.

They seem to be good at public relations and selling their "story" of good times coming in the future, but will that rosy future transpire?

Maybe this loss-making company will come good but even if it does, my view is that prodigious success is priced in already – and then some.

[acuere] 05/5/2021 14:54

He only ever posts negative comments on Mxct. He no doubt claims he’s being balanced to counteract the rampers.
But when he never acknowledges anything good done by the company, he just comes across as the sort of boring sod, who when he enters the pub everyone sups up and leaves.

[trident5] 05/5/2021 12:16

I'm not sure what gives you the right to call my comment stupid when you seem to be advocating selling shares to others at an inflated price to maximise value for shareholders.

[pogue] 05/5/2021 11:34

trident
stupid comment or you are short either way a company's objective is to maximise shareholder value, best way to do that is to go somewhere biotech shares are wanted. Bit like not trying to sell gene editing machines to Boots.