Netscientific Share Discussion Threads

[kingston78] 13/4/2023 16:11

Would someone please paste a summary of the IC article here? It would appear that only subscribers to IC can view it.

[blakieboy7] 13/4/2023 15:04

htTps://www.investorschronicle.co.uk/ideas/2023/04/13/two-valuation-anomalies-that-are-worth-exploiting/

[quepassa] 13/4/2023 14:59

See Investors Chronicle article - just released

"Two valuation anomalies that are worth exploiting"

[blakieboy7] 13/4/2023 14:47

Decent rebound today

[blakieboy7] 13/4/2023 14:39

PDSB up over 5% already

[blakieboy7] 13/4/2023 09:35

I'm watching PDSB very closely. Frank is doing a round table 21st April- should be interesting

[loafofbread] 11/4/2023 19:24

EMV Capital is pleased to share our liquid biopsy portfolio company
@VortexBioSci
has made significant progress in the development of its cartridge design in partnership with
@CDP_innovation
.

Read the full case study ➡ hxxps://cambridge-design.com/case-study/liquid-biopsy-system-cartridge-design-for-manufacture-and-reliability/

[loafofbread] 05/4/2023 09:16

Perhaps some BOD buying would wake us all up?

Any idea when the next online IC comes out?

[kingston78] 03/4/2023 18:03

I have read today's released statement again. There are gems in some of the portfolio companies, any one of which in good times would be valued significantly on their own.
I am convinced that one or more of them will realise a valuation that is worth more than the entire NSCI market cap currently.

We should be patient for two years and see the share price tripled. Where can you get such a return? Short term traders (normally small traders here judging by the trading volume) may profit a few hundred pounds but the long term holders will reap the reward.

[kingston78] 03/4/2023 11:47

When one of its portfolio companies goes IPO the value to NSCI could be worth more than its entire current market cap.

[blakieboy7] 03/4/2023 10:10

I definitely don't want that to happen, I want fair value

[loafofbread] 03/4/2023 10:04

If the market continues to ignore this share there is every chance Ivan and his mate could take it private. They own 40%+ IIRC.

Probably get it for the £1.30 placing price but will still double or triple their money in 3 years.

[blakieboy7] 03/4/2023 09:54

The current price is madness

[loafofbread] 03/4/2023 09:23

Good of the company to get the update out so quickly.Highlights of 2022

-- Including EMV Capital, its VC firm, the Group now has a portfolio of 24 companies.
-- The Group expects a significant increase in Fair Value as at 31 December 2022.

Fair value is already £2.00 so £2.50 without PDSB going up?

Assume the chap from the IC will give a supportive update.

[loafofbread] 01/4/2023 09:03

Let's hope the 6% gain at PDSB on Friday is just the start of it's re-rating.

[blakieboy7] 30/3/2023 13:59

Expect an RNS here later!

[blakieboy7] 30/3/2023 13:58

PDSB RNS - phase 3. https://www.globenewswire.com/news-release/2023/03/30/2637576/37149/en/PDS-Biotech-Announces-Plan-to-Initiate-Phase-3-Study-Evaluating-PDS0101-in-Combination-with-KEYTRUDA-in-Head-and-Neck-Cancer-in-2023.html

[blakieboy7] 30/3/2023 09:33

There must be an abundance of news on its way with NSCI

[blakieboy7] 30/3/2023 09:27

That's just for starters!

[loafofbread] 30/3/2023 09:26

Broker calling NSCI fair value of £2.00 per share and that's with PDSB at $5.50.

[loafofbread] 27/3/2023 19:32

Wanda Health interview on Proactive today.

[blakieboy7] 17/3/2023 09:09

Loaf, the silence is deafening. The market needs to be updated with all movement ASAP

[loafofbread] 17/3/2023 09:05

NSCI have a bit of updating to do on their investments because some of them are doing pretty well out there.

The patents above will have added millions to the Glycotest valuation.

Assume we will sell our 50% to Focsan for £50M.

All missed by the market.