Netscientific Share Discussion Threads

[kingston78] 19/6/2024 07:54

I also have a shareholding in Polarean (POLX), a company that has had a placing at 1p recently. This morning it is at 1.5 p mid-price. My target is 5 p for POLX.

[kingston78] 18/6/2024 15:46

You may not be interested in my earlier post 5880, mentioning CAP-XX. At today's close. its share price has gone up by 197%. Yes, 197%.

[kingston78] 18/6/2024 08:43

Digressing from here, I want to tell you that I have recently loaded up lots of shares in CAP-XX because of its low capitalisation with seemingly a good business though loss making at present, but mainly because of the presence of a large shareholder.

This morning, this large shareholder together with two other experienced business executives have all been appointed as Non-Exec immediately. That will bring all kinds of connections and corporate activities. Up by almost 30% now, but it will be at least a 5-bagger.

Please check it out.

[blakieboy7] 18/6/2024 07:31

Was expecting fireworks.... Oh well

[blakieboy7] 18/6/2024 06:57

Looking forward to today

[kingston78] 17/6/2024 22:26

I have continually increased my shareholding in NSCI because I am convinced that I will make a lot of profit from it.

[blakieboy7] 17/6/2024 19:37

Simon Thompson must have been my comment this morning!! :)

[blakieboy7] 17/6/2024 19:19

Hopefully this will explode tomorrow

[loafofbread] 17/6/2024 17:48

Just to add to the feel good factor!

NetScientific: Broker initiates coverage with 'buy' recommendation and 137p price target

Published: 14:58 17 Jun 2024 BST

NetScientific PLC -

Panmure Gordon has initiated coverage on NetScientific PLC (AIM:NSCI) with a 'buy' recommendation and a price target of 137 pence, hailing its shift away from traditional venture capital (VC) investment models towards a focus on deep technology and life sciences sectors.

NetScientific, under the leadership of CEO Dr Ilian Iliev since 2020, has evolved to support innovation and growth in these sectors, the broker said.

The company’s strategy includes syndicating third-party investments and offering advisory services to its portfolio companies. These services generate additional revenue, helping offset the costs of managing the platform, Panmure said.





Its assets under management (AUM) have grown substantially, from approximately £12 million in 2020 to over £100 million. This advance is a mix of direct investments and managed third-party holdings, the broker said in its initiation report.

A key aspect of NetScientific's strategy is its focus on areas such as artificial intelligence (AI), robotics, semiconductors, materials science, and life sciences. This approach marks a departure from traditional VC investments in software as a service (SaaS), digital-only models, and fintech, Panmure said.

A notable example of NetScientific’s strategic shift is the recent deal between its subsidiary EMV Capital and Cambridge-based Martlet Capital. This transaction significantly increased AUM and is expected to enhance revenue opportunities and support future fund launches.

As NetScientific continues to execute its strategy, it leverages its exposure to high-barrier-to-entry businesses across various subsectors. This diversification presents numerous opportunities for value creation.

Panmure Gordon’s valuation of NetScientific at £32.8 million, or 137p per share, represents a 98% potential upside from current levels.

In afternoon trading the stock was up 1% at 70.9p.

[blakieboy7] 17/6/2024 17:14

Here's the link - requires sub htTps://www.investorschronicle.co.uk/ideas/2024/06/17/a-below-the-radar-investment-company-on-a-bargain-rating/#:~:text=Netscientific%20(NSCI%3A70p)%20has,traded%20investment%20company's%20share%20price.

[blakieboy7] 17/6/2024 16:57

Thanks for advising west! Did you get the chance read it?

[west mercia] 17/6/2024 15:39

A new article - ‘A below the radar investment company on a bargain rating’ - published by Simon Thompson / IC today.

[blakieboy7] 17/6/2024 09:02

Where is Simon Thompson when you need him!!

[loafofbread] 17/6/2024 08:49

We know the value disconnect here.

If punters want to sell for a penny profit then good luck to them.

Just a question of when this moves up rather than an if!

[blakieboy7] 17/6/2024 08:08

70p is the sticking point, frustrating

[kingston78] 17/6/2024 07:36

We need another declaration of stake in the company by someone to push the share price higher.

[blakieboy7] 17/6/2024 07:08

Nice start, now let's push on

[loafofbread] 16/6/2024 11:41

Just read the results again.

The valuation for EMV in the books is still £3.5M which is nuts!

It is profitable and looks after £100M of assets with the aim of increasing to £200M this year.

Must be worth closer to £10M now and moving up to £15/20M as we get closer to the £200M.

[gadgie2] 16/6/2024 10:40

Cheers Loaf will take a look

[mirabeau] 16/6/2024 08:23

btg

cheers fella

[btgman] 16/6/2024 08:19

Capital Under Advisory CUA
OAK has provided an excellent write up from the results webinar I thought CUA had now grown to 100m with a target of 200m this has significant upside to OAK's valuation.
AIMHO
GLA
BTG

[mirabeau] 16/6/2024 07:06

That's a superb piece of analysis by TOB. He's a treasure that lad.



ps what is CUA?

[loafofbread] 16/6/2024 06:42

As if by magic!

hxxps://theoakbloke.substack.com

[loafofbread] 15/6/2024 09:15

I'm sure Oak Bloke will have something to say.