Nanalysis Scientific Corp (NSCI)

[walterc]

Very pleasant mail I received today from some of my co-investors. It appears that during the European soccer championship a European stockpicking competition was organized in the Netherlands to pick a team with the best eleven players ( stocks); It appears that the winner had Lightwave Logic as nr 1 and Nanalysis as nr 2 on the list of players ( stocks) and this was of course nice publicity for our investment.
This is the article with the interview of the winner. https://www.deaandeelhouder.nl/columns/ek-spel-de-winnaars/

BTW I think that fundamentals will drive the price here and not hype..
I have seen several live presentations by the CEO and am getting more and more impressed.
I do not think I have to wait for 13 years as I did for LWLG but see what is happening there now; The waiting has been very beneficial ; It made several dollar millionaires among my co investors..
I have no idea what the shareprice will do tomorrow or next week but I do not care; I know we have a winner here.
This CEO has a plan.

[Spin_Doctor]

Thanks for your interest in Nanalysis - Our primary objective in investor relations at the moment is attracting more investor attention to our story, so any notice we get is greatly appreciated.

If you are interested in hearing why this isn't the top for NSCI, please reach out to the IR manager (me) and I would be happy to explain the value proposition in person.

[e-mail]

-SD

[TrendTrade2016]

exited this stock....she turns down now...overvalued at this point!!

[walterc]

so am I; The operational results of this company will drive the share price.

[gever]

Nanalysis Announces Q2 2021 Revenue up 120% over Q2 2020
https://www.newswire.ca/news-releases/nanalysis-announces-q2-2021-revenue-up-120-over-q2-2020-800174926.html

[TrendTrade2016]

NSCI what a monster stock!!

[Hollandjan]

I am also in for the long term, but after listening to an interview with the ceo, i think they are also in for the long term, so i am happy with it.

[gever]

I agree for the short term. But I am in for the long term. I do not like pumping of the SP to benefit any short time investors.

[Hollandjan]

More investors, higher stock price.

[gever]

Do we need this? What's our long term benefit?

[W_vdm]

Nanalysis Engages Firms to Drive Investor Communication Programs
https://finance.yahoo.com/news/investor-relations-initiative-011900232.html

[gever]

Nanalysis AGM Video Presentation now available.

[TrendTrade2016]

NSCI.V the monster just broke free from her chains....watch what happens next

[gever]

Missed the AGM meeting yesterday.
I wonder if and when the presentation will become available.

[TrendTrade2016]

break out commencing!!!

[dude abides]

Thanks Walter.

This looks like a pretty easy 10 bagger over the next 5 years with a little patience needed up front.

I'll be using some lightwave profits to invest here. I guess the question is when to do that lol. The run there has been crazy

[Ned4Flanders]

Haha Walter, that's for me to know and for you to find out. I'm not going to make it that easy for you

I can only say that I'm a big fan of yours and that you probably never met me.

[walterc]

Is Nes4Flanders Dutch but living in Flanders? Do we know each other?

[Ned4Flanders]

Looks very promising Walter. Just loaded some. Thanks as always, you've already made me a very happy camper with LWLG and I'm sure this little gem can follow the same path over a period of 3 years.

[ctkrod]

Thanks Walter!

[walterc]

Q&A on Nanalysis

Where does this massive growth come from that he mentions? They didn't say in that interview how much of that $1 bil / year TAM they think they can realistically acquire - is that out there in any other places? It appears they are going to sell some 400 devices this year - that's like 4% right now. Does that go to 50%? 75%?

***Growth in addressable market opportunity is coming from miniaturization of devices and new software applications. Growth in company revenue is coming from (1) the new 100 MHz, (2) continued sales of existing products, (3) sales of proprietary products acquired in 1st acquisition, and (4) new acquisitions.

***It is important that while these different products are slightly different, they are all withing magnetic resonance and they share a common technology platform.



Are there any numbers out there regarding the software potential?

***At the current time, software is used mostly to drive hardware sales. In 2022 they will start selling their software as an extra item, and then in 2023 will be more aggressive with Software as a Service (SaaS) with a freemium revenue model of basic data processing is free and advance is done via the cloud and AI. The company does not have any numbers to provide at this time, but will evolve this part of the story as the quarters go by.


And then any more info on the MRI product? Seems like that's an awesome opportunity but at least 3 years out?

***Last year they sold roughly $2M into MRI space on OEM basis in Europe and two customers in China. Yes, the MRI end-user product is roughly 3 years out, but will show substantial growth with EOM module and special projects sooner. The strategy is to leverage strength in NMR, evolve common NMR/MRI tech platform, and then do a big splash in MRI M&A in about 2 years.

[walterc]

did nog yet find the time to reply
later

[dude abides]

Hey Walter-

Thanks for bringing this up as an opportunity on the Lightwave board. You were wildly helpful in keeping me sane there (just made my first million dollars last week) - so I'm doing some DD on this.

It seems pretty straight forward - my question is re: the CEO's answer to the 3 year question in this video.

Where does this massive growth come from that he mentions? They didn't say in that interview how much of that $1 bil / year TAM they think they can realistically acquire - is that out there in any other places? It appears they are going to sell some 400 devices this year - that's like 4% right now. Does that go to 50%? 75%?

Are there any numbers out there regarding the software potential?

And then any more info on the MRI product? Seems like that's an awesome opportunity but at least 3 years out?

[ombowstring]

I was looking at NSCIF, which is what I own here in the U.S.

Here are the trades from yesterday -

https://ih.advfn.com/stock-market/USOTC/nanalysis-scientific-qx-NSCIF/trades

[Kowloon]

55?

Volume: 155,065

[TrendTrade2016]

link back....lol

[ombowstring]

Why are the bid and ask so high with only 55 shares traded today?

[TrendTrade2016]

we soar to 1.21 next!

[TrendTrade2016]

NSCI.V ready to breakout!!

[gever]

New Nanalysis presentation on past, present and future use of NMR technology.

[ombowstring]

Thanks, that clears it up.

[douginil]

Turnover is european for revenue

[gever]

You're welcome Walter.
This hidden gem deserves some more attention.

[walterc]

sales

[ombowstring]

Walter, I don't know what you mean by doubling of turnover. Turnover of the product? More sales?

[walterc]

turnover this year will be double of turnover of last year

[walterc]

thank you gever for helping me out here. For a while I was talking only to myself.

[ombowstring]

Thank you, Walter. Would you clarify this -

"They are projecting a doubling in turnover..."

[walterc]

Listen to this recent video and this will already explain a not.

The CEO was on a recent conference where also LWLG was invited and the shareprice jumped up after his presentation;

It looks like a major investor stepped in.

They are projecting a doubling in turnover this year and we think this is only the beginning.

[ombowstring]

gever or anyone, I don't mean to pester the board with more questions today, but I would still like to know if there's a particular reason for the stock's runup (NSCIF) from $0.3972 on May 19th to where it is today and on much higher volume than there had been previously?

[ombowstring]

You the man, gever. I couldn't help but notice the rise in the share price over the past month.

[gever]

These devices will eventually find their way in many enterprises which so far depend on external labs due to the expensive and specialized testing equipment required.
I believe they plan to expand their sales dpt. in the near future as well.
Nice profit margin of around 60%.
Increasing orders.
I don't want to throw out any numbers as others are better qualified , but I strongly believe in this young and promising company.

[TrendTrade2016]

EOD explosion...next stop 1.10!!!

[ombowstring]

Thanks, I'll check it out. How do you see their prospects in terms of revenues and profitability? That information is probably not on the website. Why has the stock been moving over the past month?

[gever]

Please check out their website which provides several informative videos and webcasts on this subject.
This technology analyzes the chemical composition of both solids and fluids without destroying them. Similar technology is used in medical MRI scanners; main difference is that the huge magnets have been miniaturized and do not require Helium cooling.

Not aware if LWLG is using this device. It could be used for research and QC control of their polymers IMO.

[ombowstring]

Thanks, gever. Can you fill me in on some basic information? What is an NMR? What does it do? Is it a relatively new invention? buzlightwaveIV wrote, "The NMR device is one of the test machines that lwlg currently
leases because it’s so expensive."

For what purpose does LWLG use an NMR?

[gever]

One main competitor as far as I am aware off.
Nanalysis just recently started the commercialization of their 100Mhz device which beats the competition in power, size and user friendliness.

[ombowstring]

Only 2 companies make an NMR?

[gever]

Current MRI equipment requires liquid Helium to cool down the magnets (heavyweight, bulky and costly). Nanalysis' technology operates at room temperature and provides instant an easy to interprete results on the composition of the samples inspected.
Compare it to a 19th century steam engine VS a 21st century electric Tesla :).

[walterc]

I did