Netscientific Share Discussion Threads

[escapetohome] 17/4/2020 09:11

I enjoy beating the market , and taking advantage of what the market offers, not seeing people lose money, although that is the unfortunate consequence all the same.

[the stigologist] 17/4/2020 09:10

As my SOTP analysis shows the current value is c.18p here

Value is NOT equal to Price which is where our skill / judgement comes in

I think Glycotest looks solid. Why would Fosun invest $10m in a Private company unless they thought they could make 10x that ?

If Glycotest comes off in any decent way NSCI stake could be worth MULTIPLES of 18p to be frank

Then PDSB and ProAxsis are just gravy

[topnotch] 17/4/2020 09:10

dave4545 >> Totally agree, but something like this was trading below its asset value which is why I first bought into it

Also, the spike has bought this share to everybody's attention - which can't be a bad thing long term

[dave4545] 17/4/2020 09:03

You cannot compare every stock with the 1/2 exceptions like avct and nyct

Nyct has a strong business behind it and was first on the scene with c19 tests.

A lot of stocks now are saying we "plan" to do something c19 related, it does not warrant a 20 fold increase from the low here, it's a bubble, the dot com boom all over again ,wild swings and you have to trade them and make sure you do not get impaled.

[ihavenoclue] 17/4/2020 08:58

NCYT was NOT 5p in February

[topnotch] 17/4/2020 08:57

dave4545 >> People are paying £5 for NCYT which was 50p about two weeks ago and 5p in Feb so not sure what your point is...

[garth] 17/4/2020 08:56

Dave,

personally I agree with that. However, price of the stock was sitting too low against value of assets IMO.

In a normal market (which this is far, far from being) its got to be worth 10-15p, surely?

G.

[jibba jabber] 17/4/2020 08:56

Mug punters were chasing this to 19-20p yesterday, ffs.

[dave4545] 17/4/2020 08:56

Surely in these situations is to say damn I missed out but I'll not risk paying 20p considering it was 5p yesterday, yes it might spike to 30p but why risk it and look around for something c-19 related that has not took off.

No wonder so many lose in this game.

[topnotch] 17/4/2020 08:54

That's like saying I'd rather watch an orgy than participate!

Couldn't think of a better analogy this time of the morning...

[dave4545] 17/4/2020 08:52

Not sure why people would sell at 8p on that spike, at least wait for the bounce back and then sell a bit higher

topnotch

If people are stupid enough to pay 20p for something that was 5p yesterday and 1p a few weeks ago more fool them, the Rns was not that great !

[charlesjames1] 17/4/2020 08:51

And that is why its just better to watch from the sidelines.

[topnotch] 17/4/2020 08:50

Wow - some people actually take delight in other people loosing money, they seriously need professional help!

[escapetohome] 17/4/2020 08:45

Timber!!!!!!!

[dave4545] 17/4/2020 08:44

Very predictable

[topnotch] 17/4/2020 08:42

Stig >> That was a mad ride

[the stigologist] 17/4/2020 00:33

PDSB is a huge buy
Need to get my US forms sorted so i can buy some

[letmepass] 16/4/2020 22:53

PDS up 30%.

[the stigologist] 16/4/2020 22:40

Here is the slide from NSCI presentation 2017/18 i think

[barrenwuffet1] 16/4/2020 21:35

Thanks for being a lone pillar of reason! We need more posters that dispassionately analyse a share and give you the +ve and -ve rather than the constant rampers.

[the stigologist] 16/4/2020 20:27

I don't think it is any surprise that

We've had new Management (entrepreneurial Chatham House fellow Dr Iliev)
Dr Iliev joins PDS Biotech Board
PDS Announced change of strategy to target COVID19

I think the reason the NSCI share price looks like it might 'overshoot' fundamental value is that the market (and insiders) may think NSCI is now set to ADD VALUE to its holdings rather than be a passive investor.

Glycotest seems to me to be the seriously big driver. Earlier NSCI Investor presentations suggested valuation potential for Glycotest of c.$400m

IF (big IF) NSCI achieve that then their holding in Glycotest will be worth c.$200m

Versus current NSCI Mkt Cap of £12m

Many people have suggested ProAxsis might be a Covid play. It might be a secondary one. Could create some excitement. On that I'm yet to be convinced.

[barnetpeter] 16/4/2020 19:46

barnetpeter15 Apr '20 - 10:23 -

Now up nearly 600 per cent since I bought these on 26 March. It was a crazy tank caused by a dump at just 0.5.


Amazing. Up 18 times at one stage today. Taken my stake back of course but the balance...looking for a 25 bagger tomorrow. In three weeks. Why would someone dump 32K's worth at 0.5? Today that was worth a million...

[grosstonnage] 16/4/2020 19:39

Hi Stig

I always read your posts and appreciate your skill and knowledge. Your analysis above accounts for the rise today but are you willing to suggest why the gap up would be filled?

[the stigologist] 16/4/2020 19:04

My current Sum of the Parts valuation which I think is conservative is 18.9p

[the stigologist] 16/4/2020 18:58

Did mention we went through 50 and 200 day Moving Average recently



Massive breakout candle

Looks like Gap to fill to 30p