Microsaic Systems Share Discussion Threads

[bones] 21/6/2019 10:58

The NEX trades show up on my ADVFN Level 2 though, which is useful :)

[dave4545] 21/6/2019 10:15

250k buyer returns for 2 lots both hidden on nex exchange at 1.77p

[dave4545] 21/6/2019 09:08

Always the way, when mm's have no stock in shares people seem to sell, it's like the mm's have a magic wand, they wave it and out come the sellers to bail them out.

1.655-1.77p

[ny boy] 21/6/2019 08:32

Trend is up but a few numpties sell 1.5,1.55,1.60,1.70 etc, more gentle mugging as the share price moves higher!

[dave4545] 21/6/2019 08:26

Morning

You can buy online it's 1.73-1.8p, been a 60k sale on nex at 1.73p so maybe that is why there's a quote atm

[dave4545] 20/6/2019 19:24

Penny

Look at Skin again, their last set of interim results they had turnover of 149k and ebitda loss of over £700k

And their shares have 6 folded since and market cap 10 folded from 2 mil to 20 mil+
with a placing to account for the different in multiples.

It's all about sentiment in this market atm.

Iqai, friendless last week at 1.2p, today 4.8p paid, and that's all on FDA approval hype, amazing what shares can do when the herd are involved which creates a ponzi.

[ny boy] 20/6/2019 18:14

Good chart technicals, moving up now the gentle mugging has been achieved since 1p, buy the dips here is working well, onwards & upwards

Exciting times ahead imo ...2p handle coming up

[bones] 20/6/2019 17:31

Two weeks ago, a massive amount (relative to market size) was wagered on MSYS. It is not entirely clear why as all the buyers were sold into by person or persons unknown but likely an institution.

It has been common in recent times for small cap funds to be distressed sellers (Miton an obvious example) as punters pulled funds from open-ended vehicles post-Brexit and especially after the late 2018 market wobble. Hence many a time have we seen an institution bailing out wholesale giving a massive buy signal as an overhang clears just before news hits.

In fact, see my chart of RENE a few posts back and much of that big volume day can be attributed to Invesco bailing out a 12% holding in full, with share price multiplying soon after. Exactly the same happened in 2017 with VRS (15% owner Odier Asset sold and price multiplied in the months after). Just in April, I know that an institution bailed from WEY at 5p. I was on that and it doubled within a month.

Now, it appears likely a 5%+ holder has bailed from MSYS (although we haven’t been notified) in early June. What next? Look at that “bowl” forming in the MSYS 2 year chart in the header. It looks good for further progress.

[bones] 20/6/2019 17:22

And markets look ahead....

[pennyfalls] 20/6/2019 17:03

Hi Dave..
I take your point, but it’s an oft-used tactic to quote meta-market figures like $300Billion. It always sounds tasty and enticing - but rarely realistic ...a good Dragon’s Den pitch! ;o)
Indeed, MSYS seem to be on the way up, but who knows how many they can sell- and at what margin.
My gut says that it’s a tens of millions company potentially, rather than 100s Millions, but even at tens of millions Mark Cap, it would be way above today’s price.
How long to get there? Who knows.

[dave4545] 20/6/2019 16:55

All depends on that new product for Biologics pennyfalls, a market worth $300 billion, taking a tiny % of that would be worth a lot to Msys. What would happen if thousands of business's decides to use these ?

"Microsaic's technology breakthrough demonstrates cost and time savings in the manufacture of biologics

Microsaic Systems plc (AIM: MSYS), the developer of point of need mass spectrometry ("MS") instruments, has developed proof of concept workflows to analyse in real-time complex samples from bioreactors, which could enable customers to achieve significant costs and time savings.

An independent laboratory was engaged to compare the use of Microsaic's MiD(R) ProteinID technology as an in-situ technique for measuring small and large molecules during the manufacture of biologics compared with the use of traditionally accepted bioanalysers. The results were obtained by quantifying small-molecule cell media as well as measuring intact proteins. Microsaic's MS technology detected metabolites not usually seen by traditional methods during the bio-manufacturing process.

[pennyfalls] 20/6/2019 16:28

Bones..
For some reason I can’t see my last on here - just your reply..weird!

Anyway, I don;t think I have confirmation bias towards nfx, as I’m a contrarian and actually think it’s overpriced at the moment. Just the same as when in Oxus Gold, I also thought they would lose the Arbitration (against all other posters - and they did)
I’ve a background (in real life) which tends to show that I usually go against the grain.
Now technically , a big momentum rise is perfectly feasible here, but ultimately it will rest with Market Cap - deemed by sales, or potential sales. The equipment is known, the market is known, but the sales prowess is not.
With NFX, the market has a bluer sky (I hate that phrase!), there are a multiple other permutations and Multi-million could be multi billion (I doubt it, but potential is there).
With MSYS, Multi-billion doesn’t exist. If sales even start to break even then produce a profit, I canm’t see how this can reach 10s Million MC

[dave4545] 20/6/2019 16:19

2 x 75k buys on nex have took the size out again back to N/T at 1.8p

[bones] 20/6/2019 16:07

Pennyfalls, that argument rather depends on your starting point in the sense of what the market has already discounted. That’s why technicians don’t give a stuff about the underlying fundamentals, all they measure are volumes, movements, etc in the same way as my post above is about the set-up and not the underlying “facts”.

NFX is theoretically already priced with your scenario in mind as it stands today, the rest is conjecture and assumption that they will have further successes. Whereas, the market has theoretically priced MSYS as a plodder, as described by you. To say there is a difference in the veracity of each price is to expose your confirmation bias for NFX.

In my example above of the set up in RENE and laying the volume event of MSYS on top, the only “facts” in that situation were that buyers piled in and sellers bailed out, both in huge numbers on the same day. That often signifies something that may reveal itself more obviously later on in time. There are no guarantees but it lends us a guide to a possible play.

[bones] 20/6/2019 14:33

Try this for comparison. Below is a 6 month chart of ReNeuron (I was not in that one sadly) but this chart is noteworthy for that single day of massive volumes and see how it took a month of tug-of-war trading before the market finally took on the case!

Regardless of underlying RNS’s, technically the massive volume day was telling us something major was in the offing and that a process of re-allocation was underway from bored hands to interested ones. It then took several weeks for traders/short-termers to churn and profit/loss take before the runway was clear.

MSYS had a similar one off major volume day and now we are churning short-termers. From a pure technical perspective, accumulate and hold has been my approach here awaiting take-off. It will be interesting to see how the charts compare in due course.


free stock charts from uk.advfn.com

[dave4545] 20/6/2019 13:15

It's coming...you just know any news will be good.

1.65-1.79p

[bones] 20/6/2019 13:09

Half decent purchases seem to be taking the MM’s stock. One at 175k last night, one at 300k today. A bit of momentum would help test their stock levels. A decent update on Biologics wouldn’t go amiss either :)

[ny boy] 20/6/2019 12:39

Afternoon MSYS’ers

Surely not long before we see the benefits of the 20M trade day a few weeks ago

MM’s still look to mug a few before the share price takes off

Onwards & upwards

[dave4545] 20/6/2019 09:15

Delayed reaction. Most people and investors tend to watch video's on the evening when the markets are closed.

This market and it's chasers are not put off by what a price was a few weeks or months ago, NFX still has buyers all over it yet is 10 fold up.

I'm hoping soon that we have a similar situation here where people are falling overthemsleves to pay 4p+ when there was months to get in below 2p

Same thing happen in Skin where I was in when market cap was £2 mil, it's now £22 million.

Righty I'm busy today so will check in later, there is 15,000 available online at 1.7489p, I hope nobody bails out the mm's and sells at 1.53p it's a terrible price considering what they have been selling stock for yesterday.

[soupdragon55] 20/6/2019 09:02

And the video interview was released the same day.

[dave4545] 20/6/2019 08:57

The day they released the Rns there was little reaction, go and check trade data on the 12th, price opened 1.2p bid and closed 1.2p bid.

[soupdragon55] 20/6/2019 08:48

Ok, so there was an rns with the price circa 1.25p and the following 4 days its risen to 3.7p but the RNS has had no effect.

Right.....

[dave4545] 20/6/2019 08:44

Wrong actually, on that agreement the price did nothing, some quick buck merchants bought in at 1.39p and then sold at 1.21p, the price barely moved on that news.

I think it was a interview that evening that started the buying the next day and of course the mm's decided this was their chosen one to push, I mean they could barely get a buyer after that news at 1.3-1.4p in the afternoon and now they fall over themselves to pay close to 4p, that's the current stock market for you, 99% fast buck merchants, buying then selling then buying back higher over and over again