Microsaic Systems Share Discussion Threads

[mrscocker] 27/8/2021 14:29

Absolutely Ragnarr, could be very special here and elsewhere..and about time too

[ragnarr] 27/8/2021 14:09

Roll on September Mrs C

[mrscocker] 27/8/2021 12:42

is that the bottom finally being called here?

[mrscocker] 24/8/2021 13:51

As Gbenson highlights it's been trading in a fairly well defined range between 0.2 and 0.25 for the last 6 months without contract news and with all those endless large volume sells almost very day. I would be surprised to see it go lower from here but then no one really can call the absolute bottom on any stock these days. I am happy to take my chances from here even if I miss the bottom by 10 or 20%.

[onehanded] 24/8/2021 13:36

Did see that, but would have seen a massive churn from Feb time and would not expect to much to go and with a lot of news and the China manufacturing news, can only see it being a boost in the coming few months. BUT who knows, not bought yet.

[gbenson1] 24/8/2021 13:14

Be very careful here, TP received circa 1.5bn shares or options @ 0.010p, they have been selling from 0.026 down to 0.018, don't think the share price will go as low as 0.010p however there may still be some more downside before a bottom is reached, imho

[onehanded] 24/8/2021 12:49

Have NO investment here with MSYS, but today doing some research to see if I should. Fully invested in Deepverge. GB did confirm yesterday that MSYS is fully funded this year , which was one of my concerns of a placing soon. With that out of the way seems more attractive.

Found a few good things..

MSYS is debt free

Short Term Liabilities: MSYS's short term assets (£1.4M) exceed its short term liabilities (£238.3K).

Long Term Liabilities: MSYS's short term assets (£1.4M) exceed its long term liabilities (£125.1K)

Could be worth a small investment here.

[ragnarr] 23/8/2021 10:15

Interesting article re EU drive to eradicate substances of very high concern worth a read for investors.https://www.irishtimes.com/news/science/will-the-new-eu-chemicals-strategy-make-our-world-less-toxic-1.4527407

[ragnarr] 23/8/2021 09:03

The European Commission has revised certain information requirements for registering chemicals under REACH. The changes will start to apply in early 2022 and companies need to start preparing. ECHA will publish more advice in late 2021.https://echa.europa.eu/-/upcoming-changes-to-reach-information-requirements

[alancapone] 23/8/2021 06:19

23/08/2021 7:00am
RNS Non-Regulatory

TIDMMSYS

Microsaic Systems plc

23 August 2021

RNS Reach

Microsaic Systems plc

("Microsaic" or the "Company")

Microsaic collaborates with DeepVerge plc to launch range of miniature mass spectrometers with triple quadrupole limits of detection for organic chemical analysis in water and soil

Combined micro-engineering technology, software and AI create unique identification detection system for Chemicals of Emerging Concern [i] (CEC) including Forever Chemicals [ii] (PFAS)

Microsaic (AIM:MSYS) , is pleased to announce continued progress through its collaboration with DeepVerge plc ("DeepVerge") (AIM: DVRG) to provide real-time monitoring solutions to detect and identify contaminants in water and soil.

Microsaic has launched a miniaturised mass spectrometer platform which provides fully integrated front-end solutions, with software upgrades using AI from DeepVerge, to achieve triple quadrupole limits of detection for real-time monitoring and identification of organic chemicals in water and soil. 'Triple quad' limits of detection mean inc reased sensitivity and specificity, which allows detection and quantitation at lower limits than conventional single quadrupole mass spectroscopy.

In collaboration with DeepVerge plc environmental division, who has implemented real-time services for the automated detection and identification of metals and pathogens [iii] , Microsaic augments this offering now with automated real-time detection and expert analysis of dangerous organic chemicals in water and soil.

-- Detection capability for a variety of contaminants and toxic bad actors adds:
o Organic chemical expertise and detection of CECs, currently unregulated and unmeasured, with the European Chemical Agency in 2020 identifying 290 chemical candidates for regulatory action by the European Commission [iv]

-- New platform augments revenue channels of both companies without re-engineering business infrastructure:

o Screening - project deployment (e.g. site remediation, clean up, chronic or acute spills), mobile laboratory/van etc.

o Monitoring - site surveillance (e.g. waste water treatment plants, sites of special interest)

-- Retrofit or standalone integration of high-tech hardware, software and AI adds:
o Unified data handling

o Unified/integrated sampling strategies

o Unified front-end to customers installations and collaborations

o Powerful and accurate analysis of aggregated data with AI delivering the ability to detect an array of targets in a single platform and with predictive alert capability

The new portable Microsaic platform, with triple quadrupole limits of detection is unique, bringing laboratory quality performance to the front-line, at a fraction the cost and up to 90% smaller than traditional triple quadrupole mass spectrometry equipment, reducing workflows and allowing real-time manual, or automated, decision making in real-time.

Glenn Tracey, CEO of Microsaic Systems plc, commented:

"The Microsaic team has achieved two major milestones: first, a range of miniaturised portable mass spectrometry systems with triple quadrupole limits of detection, and second, access to potential new sources of shared income from monitoring services that offer protection to society against the silent killer of chemicals of emerging concern. "

"This combination of capabilities from Microsaic and DeepVerge provides impressive coverage between chemicals and pathogens in our waters and soil. The Microsaic Board believes that data-driven monitoring capability is of great interest to government, industrial and agricultural stakeholders which is already generating significant interest from prospective clients."

Gerard Brandon, DeepVerge plc CEO, commented:

"By combining our expertise in contaminant monitoring, we are able to offer new, innovative real-time monitoring solutions to our existing customers and open new global opportunities for fully-integrated water and soil detection of a broad range of pathogens and chemicals. This includes detecting the presence of COVID-SARS-CoV-2, providing the potential to identify virus hotspots more rapidly and cost effectively than by direct human testing."

[city analyst1] 12/8/2021 04:29

Private investors would be wise to note the following:

On July 08, 2021, on the IMC (Investor Meet Company) channel, Microsaic’s head honcho, Glenn Tracey, gave an unequivocally bullish response to a private investor’s question on the current share price.

Using speech recognition software, and from 14:03mins to 15:40mins, I captured the entire dialogue verbatim. Here goes…

PRIVATE INVESTOR
“You’ve had a trail of good news recently showing a lot of traction since January. Do you think this is adequately reflected in the share price?

GLENN TRACEY
“I’m not surprised that question has come up. I mean, look at the news flow we’ve put out there;

• We’re the first to market!
• We’re the first in the world with an amazing way of getting biologics to market faster!
• We’re about to get a medical licence in China and sell our product into hospitals, of which there are 33,000 in China alone!

“Our news flow is month after month of really positive news.”

“And yes, we’re absolutely seeing churn in the share price. But pretty much all of it is short term churn. I can say, there’s very little institutional churn.”

“I think what we have to do is focus on the fundamentals of the business, which we are doing. There’s going to be more news coming out.”

“I mean, this is a company that has had £30m invested in it! We’ve got a fantastic channel ahead of us. We’re bringing new products to market.”

“You know, if you asked a CEO of any business, if their company was undervalued they are likely going to say yeah, of course they are. But, 0.25 of a pence, for this technology, and for this opportunity, for me is extremely undervalued. And hopefully soon, that share price will pop because the real value of this company is going to be seen.”




Indiana poet, James Whitcomb Riley, once opined that, "If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck."

In other words, MSYS is displaying all the signs of a winning technology stock on the verge of take-off.

So my take on the company is simple: Against the backdrop of astonishing technological breakthroughs and commercial traction, the company is sporting a staggering risk-reward ratio and is, as a result, materially mispriced at 0.25pence per share (or £12.8m market cap).

Thus, I fully concur with the CEO and expect the share price to pop sooner rather than later.

AIMHO

[ragnarr] 11/8/2021 11:28

Agreed - just a little patience needed to see the transformation through. Imo

[david gruen] 10/8/2021 07:48

Looking good.

[zxie] 09/8/2021 13:08

Potential stocks INSP

[ragnarr] 09/8/2021 07:31

Once these Hots become finalised thats when the markets will take notice

[onehanded] 09/8/2021 06:38

Great RNS that will have effect on Deepverge. As said not invested here

[onehanded] 09/8/2021 06:37

Great RNS that will have effect on Deepverge. As said not invested here but if share price stays put in early trade, may well get in. Production starts this year and revenue stream from medical device in 2022. Think the target of 0.5p for management options will be hit lol. Worth a ride up to that 0.5p with them.

RNS

Heads of Terms signed with manufacturer to open direct China presence

Production to commence in 2021 and on track for China medical device licence in 2022

Plan at 8.06 - not to buy here now but Deepverge DVRG as they will have this news soon with deal with China resource.

[ragnarr] 06/8/2021 14:20

The mass spectromomy from microsaic is required for the new multiplex chip that DVRG are currently developing that will provide instant detection for over 40 different pathogens including some cancers. If they pull it off its a gamechanger - but you know that already :-)

[onehanded] 06/8/2021 13:45

very surprised this had moved with deepverge as their equipment is needed in any water surveillance / monitoring is to expand. NOT invested here.

[onehanded] 06/8/2021 13:26

Not invested here, so just watching, so barking at the wrong tree woff woff... Making all my money with deepverge... see your share SYME and TST collapsing.. what goes round eventually comes to you. lol more reason for the broker to get it to 0.5p lol....

[onehanded] 06/8/2021 13:17

very surprised this had moved with deepverge as their equipment is needed in any water surveillance / monitoring is to expand. NOT invested here. I have looked back at the history and see at 0.5p the management team get a really big amount of options, so that may be a driving force to get share price up. Will see what happens to deepverge before buying in. Thinking if deepverge get UK government go ahead on their trails, more units will be needed from here. Throw in that eventually these will get bought out by deepverge,it just may be worth a punt and hold.