Maxcyte Share Discussion Threads

[one_frankel] 28/1/2022 17:00

RNS stated but I think i may have misinterpreted it as going forward instead of their previous years milestones, my apologies!

"This includes raising $257.2m in gross equity proceeds, the completion of an initial public offering in the United States, and commencement of trading in our common stock on the Nasdaq, continuing significant organic growth in our core business, and our ongoing success in signing strategic platform licences with innovative cell therapy developers.

[assagai] 28/1/2022 16:56

Proposed IPO? Do elaborate!
Sensing a floor soon, time to return?

[one_frankel] 28/1/2022 16:36

This concerted demise does seem to be getting unreasonable with MaxCyte now but i think its just all the uncertainty with the proposed IPO in the US that is causing some distress amongst investors.

[adamb1978] 24/1/2022 19:42

Hi nanopayments
Agreed - the KPIs are all trending in the right direction and strongly, so I dont think you need to over think this. Take a position and just forget about it for a few years
Adam

[nanopayments] 24/1/2022 15:11

Core revenue continues to growth at around 35% annually and more customers will be entering the clinic in the coming months and years, so SPL milestones will begin contributing more meaningfully to the core business. I can't imagine there's much cyclicality to that either, unless customers lose access to capital and put trials on hold, so the fundamentals are going to catch up to the share price, and as long as they are improving we will find a floor.

[trident5] 24/1/2022 09:09

Decent figures? No mention of costs or losses. And do we know what they plan to do with all the placing proceeds - they do suggest a very long period of operational losses still to come.

[adamb1978] 24/1/2022 08:19

Decent figures and pleased that they've updated their KPIs (SPLs, milestone revenue potential etc). Around a third of market cap in cash now given the falls!

Would have been useful to have some 2022 guidance, but they seem quite conservative

Happy to let this one run for years

[jones1961] 21/1/2022 14:00

Does anyone have a clue as to why the share is under pressure? All I can see is that since 30/11/21 to 31/12/21 the short interest increased from 2.295 mln to 3.444 mln shares. Given the performance this year, it is probably even larger now.

[edwardt] 13/1/2022 14:47

whoops! sorry was reading an older report!

[rgmgo] 13/1/2022 14:43

edwardt I would hope you are somewhat on the low side there. MXCT had $255mn of net cash and equivalents at the end of Sept 2021, around one third of mkt cap @ 575p, or approx 28% of mkt cap fully diluted for options. Remember (predominantly) US investors kindly boosted coffers by around $200mn (including over allotment), at $13, in July.

[edwardt] 13/1/2022 14:05

£80m cash or thereabouts. 19% of market cap. tempted to add tbh..

[edwardt] 13/1/2022 11:40

cash on account vs market cap?

[edwardt] 12/1/2022 11:04

that should be good news.

[davep4] 11/1/2022 12:24

The whole sector has been rerated downwards since the Allogene clinical trials were put on hold.

[multibagger] 10/1/2022 16:50

Post deleted

[trident5] 07/1/2022 09:39

People on here were arguing that Americans better understand how to value companies like Maxcyte.
Seems to me that the listing has put way too much cash on the BS - see Edwardt's comment about the CEO joking about spending money.

[davemac3] 06/1/2022 21:59

was this pumped for Nasdaq listing? Been falling ever since.

[assagai] 17/12/2021 22:26

Nearly 13x average daily volume traded in the US today, 12.5% of total.
Unless my friday night Burgundy frenzy has left me arithmetically impaired!

[pogue] 17/12/2021 11:25

I too exited but my reason was I felt it had got ahead of itself, too much good news priced in, it needs to rerate IMHO. Where the bottom is I dont know depends on investors' appetite for risk. I suggest in the current market it maybe a little while yet.

[cooltools] 17/12/2021 11:05

MXCT was one of my major holdings until about 3 months ago when got tempted elsewhere - seemed to have timed it right. Love the story though, why the steady fall and lack of interest?

Wondering where the floor's going to be!

[assagai] 07/12/2021 19:15

Good to see an upwards move but let's not forget we are still 2.50 dollars below the NAS ipo and 6.00dollars behind the high. A lot of slack to take up yet.
Proactive interview was reassuringly warm.

[tictac] 07/12/2021 18:10

Very nice move up this afternoon and this evening. Looks to be a bit more to it than the general tech rally too.

[timbo003] 02/12/2021 21:59

See link to the recording of this evening's Proactive presentation:

[andrbea] 26/11/2021 10:50

mxct will attend:

You are warmly invited to attend the Proactive ONE2ONE virtual investor forum which is taking place on Thursday 2nd December from 6:00pm onwards via our online interactive webinar conference.

Mindful of the rapidly changing COVID-19 situation, we at Proactive will continue to bring you the best investment opportunities safely to the comfort of your own home using the latest technology