Netscientific Share Discussion Threads

[saint in exile] 11/6/2021 16:08

It was overbought and now its finding its natural level.

[dave4545] 11/6/2021 16:06

It would not surprise me if letmepass also posts as 36jay along with a string of other accounts he has form, posts as shirley83 too

[demark] 11/6/2021 16:00

IG was on 122p when the
offer was 121p

[letmepass] 11/6/2021 15:55

Looks like some bad news on the way

[dave4545] 11/6/2021 15:37

124.8p offer now

Getting tempted but also getting greedy see if I can get slightly lower

[nextlink] 11/6/2021 15:32

k1ngkonggb - 11 Jun 2021 - 15:19:55 - 3460 of 3462 NetScientific PLC - NSCI
£1 COMING
k1ngkonggb - 09 Jun 2021 - 16:30:06 - 3386 of 3462 NetScientific PLC - NSCI
Great top up time :)
k1ngkonggb - 09 Jun 2021 - 13:44:06 - 3374 of 3462 NetScientific PLC - NSCI
140-150 is the range but it won't stay long at this....much higher to come.
k1ngkonggb - 09 Jun 2021 - 11:36:41 - 3367 of 3462 NetScientific PLC - NSCI
This might come down to 140-150 range and not too long before it pumps over £2.

As Stig points out, the jewel is the Glycotest connection. I can forsee this hitting £10 within a year if all comes to fruition.

k1ngkonggb11 Jun '21 - 15:19 - 3460 of 3461 (Filtered)

[dave4545] 11/6/2021 15:26

That's the thing with placings, if they managed to forward sell quite a few at 150-200p for 1-2 days then sell a load more at 132-145p after announcing it they will not mind taking a small hit selling the rest hence the price has gone slightly below.

[k1ngkonggb] 11/6/2021 15:19

£1 COMING

[chesty1] 11/6/2021 13:38

NSCI will come good once the shares have been churned!

[chesty1] 11/6/2021 13:37

CHESTY111 Jun '21 - 10:24 - 3456 of 3457 Edit
0 1 0
SAR on the move big time folks....News due anytime now!

From now on I am not giving away free tips haha! It's flying!

[weatherman] 11/6/2021 11:48

I would suggest the value of ProAxsis has gone up more than 30% following that deal with AZ. If NSCI only owned that unit, the market would value it on future potential. At present the market is playing the discount to NAV game - but is that appropriate when they own nearly 100% of a company? Look at ODX for example. NSCI now has funds to bring the CV test to full commercialisation.

[chesty1] 11/6/2021 10:24

SAR on the move big time folks....News due anytime now!

[chesty1] 11/6/2021 10:14

Market tends to always take it below placing price!

[bertiebingo] 11/6/2021 09:52

They increased the unrisked value of ProAxsis, Glycotest, PDS by approx 30% each, cut the WACC for ProAxsis & Glycotest from 20% to 15% so risked values all up approx +40%.

[kalkaar] 11/6/2021 08:59

revised broker note this am:

WHI View: The success of the placing further illustrates the momentum NSCI is seeing under a rejuvenated strategy and strengthened management team. Our updated risked-based SOTP analysis implies fair value of 162p per share (assuming a revised 21m shares in issue), the recapitalised and strengthened balance sheet reducing the risk profile of the Group and the PDS holding (NASDAQ:PDSB) increasing in value by 36% since our re-initiation on 25 May. A number of potential catalysts exist that could yield significant value inflection points for NSCI. NSCI’s unrisked holding in PDS Biotech2 (5.75%) alone has a realisable value of £10.4m, 37% of the NSCI’s market capitalisation (based on the enlarged share capital).

[blakieboy7] 11/6/2021 08:52

The trades at 131p are buys

[mavern] 11/6/2021 08:50

At this valuation, and with the recent newsflow, the appetite from serious investors will easily soak up selling from any remaining traders. Huge Placing interest @ 130p will put a solid floor on the SP

[dave4545] 11/6/2021 08:32

Yeah it looks weak. I wonder if it can hold the placing price. Victim of it's own success being top riser 2 days running meaning saturated with traders and no matter how good the news they all move on regardless.

[blakieboy7] 11/6/2021 08:28

Managed to buy More at 131p

[the stigologist] 10/6/2021 23:07

The AstraZeneca thing came out of left-field

Because NSCI are involved in 'game changing US technologies' and looking to be an active catalyst not just a passive investor there is scope for much more newsflow going forward now NSCI is properly funded and have activist 'proven' Management in charge

I think we could see a hyper growth phase as the Market realises this is almost a IP Group Mk II which I believe trades at a premium to its NAV at c.£1.26bn

[4vik] 10/6/2021 22:01

I am expecting 5/6 earlier but of course all depending on PDSB, GLycotest, ProAxsis.

[samsung2020] 10/6/2021 21:41

Short term i think the RNS today is good news and i am expecting share price to play around 1.80-2.00 range soon. Imho i see these around the 5/6 mark over 18months....

[the stigologist] 10/6/2021 20:52

"Speaking to Proactive, chief executive officer Dr Ilian Iliev said he was delighted with the response, saying it was a strong validation of the company's model.

Iliev felt the enthusiastic response reflected what NetScientific’s management team sees as the gap between the company's market capitalisation and the fair value of the business.

That gap has closed markedly over the last month with the shares surging from around 55p to the current level of 136.5p on the back of some positive news flow but Iliev believes the market valuation still has a bit of catching up to do."

Yes my estimate of current NAV is c.210p

[the stigologist] 10/6/2021 20:45

2 big catalysts due PDSB

Covid vaccine news in Brazil imminent
Cancer R&D day on Wednesday 16th June

[weatherman] 10/6/2021 19:56

I see posted already - but some useful comment from the CEO about future plans, NAV and the discount.