Netscientific Share Discussion Threads

[blakieboy7] 15/11/2023 15:17

PDSB up over 4% already

[kingston78] 15/11/2023 10:02

PDSB rose 18.55% yesterday.

[blakieboy7] 15/11/2023 09:21

I'm surprised volume is so low so far

[wapper] 15/11/2023 07:47

Blue day today. 70p +. . Worth much more but patience required. I am a LTH with the patience of Job.

[loafofbread] 14/11/2023 23:52

NSCI really should be playing catch up!

[loafofbread] 14/11/2023 23:49

PDSB conference call today was unreal. No wonder it's up 20% on heavy volume.

8 ongoing P11 trials that cost us nothing.

About to start a couple of P111 and on the cusp of major partnership or full sale.

A billion $ company in the making!

Old but updated post below.

So another £1M+, Q BOT, to add to the pot and no one notices!

Plus another £1M from Ventive.

£23.5M vs £13M M Cap

I do think that PDSB will hit the $1B valuation, $25+, if the readouts continue to impress.

It is not just one drug but the whole platform that will come through.

That will add £20M+ to our valuation and take us over £2.00.

Add in the rest of the investments and 60p is just crazy. If Glycotest comes in you are looking at £3, £4 or £5 a share.


So far I have from the latest results and recent RNS.


Vortex £3M
SageTech £1M
QBot. £3M+. Now £4M+
PDSB. £6.5M (@ $6.00)
DNAME. £1M
Cytrovale £1M
Ventive £1M New.
EMV. £5M (Premiums being paid everywhere for fund /asset managers)
Cash. £1M

Total £21.5M vs MCap of £14M .Now £22.5M ...Now £23.5M...

The ones above have real world values and are worth more than our Market Cap.

Glycotest is valued at another £11M in the books. Sale/fund raise before end of year.

Proaxis is valued at another £3M + in the books. Sale/fund raise before end of year.

Plus another 25 investments.

Insane value.

[kingston78] 14/11/2023 19:12

PDSB will be taken over at a substantial premium. It is a matter of when, not if.

[blakieboy7] 14/11/2023 15:31

PDSB flying today - up over 16% so far

[loafofbread] 10/11/2023 22:53

Yup.

Another £750K to us but who's counting!

One day soon PDSB will hit $20 and this will double.

Simple as that.

[blakieboy7] 10/11/2023 19:14

PDSB up over9% so far

[loafofbread] 09/11/2023 22:21

Why NSCI continue to release the PDSB RNS at 5.30pm rather than first thing in the morning is beyond me.

[blakieboy7] 09/11/2023 15:06

PDSB share price makes no sense; so much good news and no real upward movement

[wapper] 09/11/2023 14:10

PDSB should deliver strong performance today after RNS

[loafofbread] 06/11/2023 23:29

I wish Simon would at least credit me when he copies my posts!!

[blakieboy7] 06/11/2023 20:07

The share price always moves when Simon speaks

[sev22] 06/11/2023 18:34

A technology sector bargain.

A micro-cap investment company has announced a 17-fold increase in the carrying value of a portfolio company.

November 6, 2023
by Simon Thompson

*Portfolio company secures funding.

*Massive increase in Netscientific’s stake.

*Portfolio fair valuation three times market capitalisation.

Aim-traded investment company Netscientific (NSCI:52p) has announced the close of the first tranche of a £1mn-£1.5mn funding round for portfolio company Ventive. The investee company has secured a £0.9mn investment led by EMV Capital, Netscientific’s wholly-owned corporate finance boutique.

Ventive designs and manufactures intelligent heating and ventilation solutions to make buildings healthy, comfortable, efficient and affordable. Its products address two high-priority market segments: air quality and sustainable heating. Ventive’s passive air ventilation system has been installed in more than 30 schools and five leisure centres. Its novel heat pump product, which is in advanced stages of development, is a comprehensive solution for residential applications, with a unique modular design and a novel thermal store. Momentum for the business is underpinned by regulatory changes, high energy prices, and supportive climate change policies.

For instance, Ventive recently secured a £0.1mn UK government grant focused on ‘net zero HVAC’ systems, having previously been awarded a £1.5mn Business, Energy and Industrial Strategy (BEIS) grant in 2022. The latest funding round included £0.32mn from existing shareholders and the conversion of £0.6mn of convertible loans into equity to streamline Ventive’s balance sheet. Ventive’s management expects to announce further investments from investors over the next six months, too.

Bearing this in mind, EMV secured a 16 per cent stake in Ventive in partial settlement of its corporate fees in October 2022. EMV now retains an 11 per cent stake on a fully diluted basis that has a fair valuation of £0.9mn, or 17 times higher than the £52,000 carrying value in Netscientific’s last accounts. In addition, following the introduction of investors to Ventive by EMV under its capital-efficient model, capital under advisory (CUA) with Ventive is now 23.8 per cent of that company's fully diluted share capital and augments EMV’s previously reported CUA of £26.1mn.

I suggested buying Netscientific’s shares, at 64p, in my 2023 Bargain Share Portfolio, and they were trading at 60p when I covered the interim results in late September 2023. Although they have been de-rated in the general market sell-off since then, as has been the case for many small and micro-cap companies, this is completely at odds with the operational progress and the value creation by Netscientific’s management.

Furthermore, the £36.4mn (154p) pro-forma fair valuation of Netscientific’s portfolio is three times its market capitalisation of £12.2mn even though the liquid stake in clinical-stage immunotherapy company PDS Biotechnology Corporation (US: PDSB – $4.55) is worth £4.9mn alone. CUA is in the price for free, too. BUY.

[blakieboy7] 06/11/2023 08:46

We really need news on existing investments. The share price is pitiful

[sev22] 06/11/2023 08:22

NetScientific portfolio company Ventive secures £900,000 investment.

[loafofbread] 04/11/2023 15:57

Fair Value £35.5M vs M Cap of £12M.

Interesting answer in the IM presentation where he says they will return cash to shareholders when an exit is made.

Must be discussions going on in the background with Glycotest or PDSB as they are the only ones who would create worthwhile cash?

[blakieboy7] 02/11/2023 10:06

Very depressing

[blakieboy7] 27/10/2023 08:00

Did you watch the interview Loaf?