Netscientific Share Discussion Threads

[blakieboy7] 01/5/2024 18:47

3.65 now....

[blakieboy7] 01/5/2024 18:18

PDSBBshould start to move moreif it get can break 3.61, currently at 3.59

[loafofbread] 01/5/2024 15:20

Looking at IP GROUP discount to NAV.

They have gone down the share buy back route which is 100% where NSCI should be looking to close the gap between the 60p share price and the £2.00 NAV.

Why invest money elsewhere when you can effectively buy assets at a 200% discount!

Continued commitment to shareholder returns

- Launched further £20m share buyback fulfilling our commitment to regular cash returns from realisations

- As announced on 18 December 2023, future cash returns are expected to be in the form of share buybacks when the share price discount to NAV exceeds 20%

[senttothegallows] 01/5/2024 14:46

PDSB on the move increasing the discount to NAV yet further madness IMHO

[loafofbread] 30/4/2024 19:13

EMV post says Ventive has just raised another £1M. Would suggest an RNS is due?

06 November 2023

NetScientific plc
("NetScientific" or the "Company")
Heat pump specialist Ventive secures c.GBP900,000 investment
NetScientific Plc (AIM: NSCI), the deep tech and life sciences VC investment group, announces that its portfolio company Ventive has successfully closed a c.GBP900,000 investment ("Investment").
The Investment included GBP316,000 from existing shareholders and the conversion of two existing convertible loans (and interest thereon) valued at c.GBP600,000. This is the first closing as part of Ventive's proposed GBP1 million to GBP1.5 million investment programme, with further new investment anticipated prior to 30 April 2024 in one or more additional closings.
This additional funding is complemented by ongoing non-dilutive funding from, amongst other grants awarded, a GBP1.5 million BEIS grant secured in 2022, as well as a recently awarded GBP100,000 UK Government grant focused on 'net zero HVAC' systems.
The Investment was led and syndicated by EMV Capital, the Company's wholly owned venture capital and corporate finance firm. It follows the initial investment led and syndicated by EMV Capital that was announced (via RNS Reach) on 20 October 2022, where EMV Capital secured an initial c.16% stake in partial settlement of its fees. Since that initial investment, the value creation team of EMV Capital has worked closely with Ventive to stabilise and develop its business plan and product range.
The proceeds of the Investment will support the completion of the design and test phase and factory build for Ventive's modular heat pumps, further enhancements to its passive air ventilation product range, and build-up of its marketing and sales capacity to drive sales of its existing product range. The Ventive balance sheet is also streamlined following the conversion of the convertible loans.
Following completion of the Investment, the total equity holding of the NetScientific group in Ventive is 11.0% on a fully diluted basis, which includes the partial settlement of its corporate finance fees relating to the Investment. This holding equates to a post-investment fair value of GBP893,000, a substantial increase of 1,617% from the GBP52,000 reported as at 31 December 2022. In addition, following the introduction of investors to Ventive by EMV Capital under its capital efficient model, NetScientific's capital under advisory with Ventive is now 23.8% of the fully diluted share capital.

[blakieboy7] 29/4/2024 15:16

PDSB up another 6%

[senttothegallows] 27/4/2024 07:47

With assets value at over 3 times the current share price, several exists and inflection points on the horizon NSCI will smash through 70p near term. The business is strong UK markets are starting to turn lower interest rates will see a switch and upturn in small caps. The gains will be large as current valuations are insanely cheap. Netscientific won't be down here for much longer imho

[blakieboy7] 26/4/2024 09:44

It almost seems like the share price isn't being allowed to rise past and stay above the 70p mark, hugely frustrating

[kingston78] 26/4/2024 09:25

If I were the founding director of this company I will engineer a management buyout to take the company private, then float the promising subsidiaries one by one, each of which will surpass the current market cap of the entire group.

[blakieboy7] 23/4/2024 14:45

PDSB looks to have bounced off of recent lows, one to watch

[kingston78] 18/4/2024 11:16

There are increments in the value of the company's investments, without or with little further capital outlay, as those investments attract external funding.

However, these increases in value are not realised and therefore many investors do not give it credence. Only when some or all of those investments are realised by selling them for cash will more investors recognise the true value of NSCI.

Looking at past announcements, I feel that it will not be too far away when a total exit from one or more investments will take place. Watch this space for the share price to shoot up without warning.

[loafofbread] 18/4/2024 11:00

I think we have 30% of DNAME valued at £1M? The update below makes me think another value inflection coming our way!

Vortex, the liquid biopsy company based in London Cancer Hub's Innovation Gateway, is focused on generating tightly scoped studies with leading researchers, including Imperial College London, University of Cambridge, and University of Maryland, Baltimore, to highlight evidence of the technology to pharma and biotech customers. The company also continues to progress its technical validation study.




DName-iT, the KU Leuven spin-out offering Next Generation Sequencing (NGS) specimen traceability, has made significant progress across personalised medicine and women's reproductive health. Following its 2023 fundraise, the company has concluded a successful proof-of-concept pilot in Europe, progressing its regulatory pathway in the UK and EU, and identifying a priority market segment for service launch - Non-invasive Prenatal Testing (NIPT), an important use of genomics in women's reproductive health. The company is exploring various near-term revenue opportunities in the UK and the EU.




Martlet Capital, Cambridge’s leading early-stage VC, has participated in £3.5m funding round for OctaiPipe, the end-to-end Edge AI platform, and £5.5m funding round for Xampla, a cleantech company advancing plant-based, biodegradable material that aims to replace plastic. EMV Capital is working closely with Martlet Capital to deepen the relationship between the two firms, expected to result in future projects and co-investments.

[blakieboy7] 18/4/2024 08:31

Are you able to share the link loaf?

[loafofbread] 18/4/2024 08:21

Very bullish EMV First qtr newsletter just out.

Well worth a read.

[loafofbread] 17/4/2024 09:08

Decent sized buy delayed by an hour so should move up on the next one.

[loafofbread] 16/4/2024 22:20

Still can't quite believe we have only gained 1p on that news.

If they are going to sell the lot this summer for £10M in cash? then I hope they put a share buy back into the mix post results.

About time they started narrowing the discount of the 60p share price to the £2.00 asset value.

[blakieboy7] 15/4/2024 18:18

More like manure than panmure!!

[blakieboy7] 15/4/2024 10:08

Now would be a good time for Simon Thompson to write an article

[blakieboy7] 15/4/2024 07:58

Agreed. It's a nonsense

[kingston78] 15/4/2024 07:43

Until and unless there is a total exit crystallising the value of a portfolio company in cash the market will not appreciate it.

[blakieboy7] 15/4/2024 07:06

wtf does the share price not move on this RNS? It spells it out in black and white

[loafofbread] 15/4/2024 07:05

NAV is now well over £2.00 a share.

Madness!