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These valuations from Stonegate are ridiculously conservative. They using EV/S ratios on monster companies growing 15% a year. Yeah, if you are growing 15% a year are probably going to get an EV/S of 6. If you are growing at 100% a year, you have to throw that out the window. A better comparison would be ISRG, growing at 20% a year with EV/S of 27.
At minimum NSCI is going to deserve an EV/S of 20. If they make the $28M CAD estimate in 2022 from Stonegate, that should be multiplied by a minimum EV/S of 20 for a value of $560M CAD / 80M shares = $7 a share CAD.
calling tops is a traders #1 focus....buying supports comes in second!!!
>>> Nanalysis Scientific Corp. Announces $8 Million "Bought Deal" Public Offering
Yahoo Finance
July 29, 2021
https://finance.yahoo.com/news/nanalysis-scientific-corp-announces-8-120400545.html
CALGARY, AB, July 29, 2021 /CNW/ - (the "Company" or "Nanalysis"), (TSXV: NSCI) (OTCQX: NSCIF) (FRA: 1N1) is pleased to announce that it has entered into an agreement with a syndicate of underwriters led by Echelon Wealth Partners Inc. (the "Underwriters") pursuant to which the Underwriters have agreed to purchase 6,666,700 units (the "Units") from the treasury of the Company, at a price of $1.20 per Unit (the "Issue Price") and offer them to the public by way of a short form prospectus for total gross proceeds of approximately $8,000,000 (the "Offering"). Each Unit will consist of one common share of the Company (each a "Common Share") and one-half of one common share purchase warrant (each full warrant, a "Warrant" and collectively the "Warrants"). Each whole Warrant shall entitle the holder thereof to acquire one Common Share for an exercise price of C$1.70 for period 24 months following the Closing Date.
The Company has granted the Underwriters an option to purchase up to an additional 15% of the Units at the Issue Price. The Over-Allotment Option may be exercised in whole or in part to purchase Common Shares, Warrants or Units as determined by the Underwriters upon written notice to the Company at any time up to 30 days following the Closing Date (the "Over-Allotment Option").
The Company intends to use the net proceeds of the Offering for sales, marketing, research and development, acquisitions, general administrative and working capital purposes.
The Offering will be completed (i) by way of a short form prospectus of the Company to be filed in British Columbia, Alberta, and Ontario, (ii) on a private placement basis in the United States pursuant to exemptions from the registration requirements of the United States Securities Act of 1933, as amended (the "U.S. Securities Act") and (iii) outside Canada and the United States on a basis which does not require the qualification or registration of any of the Company's securities under domestic or foreign securities laws.
This news release does not constitute an offer to sell or a solicitation of an offer to sell any of securities in the United States. The securities have not been and will not be registered under the U.S. Securities Act or any state securities laws and may not be offered or sold within the United States or to U.S. Persons unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.
Concurrently with the Offering the Company may conduct a non-brokered private placement for up to $5,000,000 of Units issued on the same terms as the Offering.
The Offering is expected to close on or about August 25, 2021, or such other date as the Company and the Underwriters may agree, and is subject to customary closing conditions, including the approval of the securities regulatory authorities and the TSX Venture Exchange.
About Nanalysis Scientific Corp. (TSXV: NSCI , OTCQX: NSCIF, FRA: 1N1)
Nanalysis trades on the TSX Venture Exchange (TSXV) in with ticker symbol ' NSCI ' ,Over the Counter (OTC) in under the ticker symbol ' NSCIF ', and on the Frankfurt Exchange (FRA) under the symbol ' 1N1 '.
Nanalysis is an international business focused on capitalizing its proprietary technologies in magnetic resonance (MR) that go into NMR spectrometers and magnetic resonance imaging (MRI). Nanalysis operates out of two subsidiaries, Nanalysis Corp. and RS2D S.A.S. (RS2D).
Nanalysis Corp. is an industry leader in developing and manufacturing compact MR spectrometers for laboratory and industrial markets. Its advanced 60 and 100 MHz spectrometers require no liquid helium or other cryogens. These devices are used by chemical professionals spanning a wide variety of industries, including oil and gas, chemical, mining, pharmaceutical, and biotechnology.
Through its European subsidiary RS2D, the Company's electronic boards and software are used in conventional NMR and MRI equipment and are being incorporated into next-gen MRI systems as well as miniaturized MRI devices.
<<<
DALLAS, TX / ACCESSWIRE / July 26, 2021 / Nanalysis Scientific Corp. (TSXV:NSCI): The full report can be accessed by clicking on the following link:http://stonegateinc.com/reports/NSCI.V Initiation.pdf
COMPANY DESCRIPTION
Nanalysis Scientific Corp., develops, manufactures, and sells compact nuclear magnetic resonance (NMR) spectrometers and magnetic resonance imaging (MRI) equipment. The Company has a 10-year history as a global developer and supplier of portable nuclear magnetic resonance spectrometers for the industrial instrumentation market. Its products enhance analytical capabilities in quality control, research, teachings, and industrial environments through increasing availability of high-resolution NMR testing at fractional pricing in portable benchtop tools. The Company sells its products globally and is headquartered in Calgary, Canada. Furthermore, management notes that 30% of shares are held by employees.
COMPANY SUMMARY
Unique technology platform looking to disrupt the market - Many NMR systems are large, expensive, complex, unsafe and often environmentally unfriendly. Additionally, there are many industries that have a "traditional" way of analyzing samples, based on a technique or instrument(s) that have often excluded NMR based products due to limited access to NMR systems. While the scientific instrumentation market has been transitioning slowly toward smaller, compact systems, the market remains ripe for disruption. Nanalysis, through its proprietary, innovative product lines, is addressing unmet needs of customers in a variety of applications and industries. Nanalysis product is compact, inexpensive, simple to use, as safe to operate as a laptop, and environmentally friendly.
Large market opportunity - According to SDi's 2021 Global Assessment Report, the scientific instrumentation market will exceed $69B in 2021 and is expected to grow by over 5% per year. Furthermore, about $1B is spent on NMR testing equipment. Management believes the NMR market can grow by several billion dollars per year over the next five years driven by (1) the miniaturization of the technology should expand its use in many additional laboratories leading to standardization; and (2) new, industry specific applications that in the past, did not use scientific instrumentation.
Nanalysis' products are patent protected - Importantly, Nanalysis products are patent protected and uses proprietary hardware, software, algorithms and are further secured by technology know-how and trade secrets. These protections were developed over the past 10-15 years via its innovation, customer feedback, and manufacturing experience.
Growth strategy points to further growth - The Company's strategy is focused on organic growth and supplemented with M&A. On the organic side, Nanalysis will focus on innovation of new, best-in-class products and seek additional OEM relationships to collaborate and jointly develop new analytical solutions. The M&A strategy will seek tuck-in type acquisitions of complimentary business to drive scale economics such that the whole is worth more than the sum of its parts.
Strong sales backlog - At the end of Q121, Nanalysis has a backlog of 22 units of the 100 MHz NMRs, after sales of 6 units in Q121. On the balance sheet, unearned revenue grew from $2.9M at Q420 end to $3.9M at Q121.
Valuation - Given the early ramp in revenues, we are using an EV/S multiple analysis. Based on our F22 revenue estimate, we arrive at a valuation range of CAD$1.25 to CAD$2.95, with a mid-point of CAD$2.10. See page 6 for further details.
About Stonegate Capital Partners
Stonegate Capital Partners is a Dallas-based corporate advisory firm dedicated to serving the specialized needs of small-cap public companies. Since our inception, our mission has been to find innovative, undervalued public companies for our network of leading institutional investors who seek high-quality investment opportunities.
CONTACT:
Stonegate Capital Partners
info@stonegateinc.com
(214) 987-4121
SOURCE: Stonegate Capital Partners
View source version on accesswire.com:
https://www.accesswire.com/657102/Stonegate-Capital-Partners-Initiates-Coverage-on-Nanalysis-Scientific-Corp-TSXVNSCI
Looks like they’re executing their plan well. Great to see.
very positive strategic acquisition
well done
https://www.newswire.ca/news-releases/nanalysis-acquires-new-york-based-software-company-880573074.html
"We are pleased to announce that we have acquired 100 percent of One Moon Scientific, a New York based magnetic resonance software company. This acquisition opens up new industry verticals for hardware sales and allows for software licensing and SAAS revenue.
One Moon Scientific specializes in a suite of software tools to streamline and automate Magnetic Resonance (“MR”) data analysis and management. Originally developed at a leading pharmaceutical company, this advanced software platform was designed from the ground up to provide routine, high-performance data processing and fill niches in MR data analysis, including making use of machine learning and database construction/search algorithms.
Nanalysis bought One Moon Scientific for $625,000 USD, of which $275,000 will be paid in cash and $350,000 will be paid through the issuance of four promissory notes. The contract was signed on July 21, 2021 by all parties. Final closing is scheduled for Wednesday, July 28th, 2021."
I hope you like the news we put out this evening.
You're very welcome sir. Happy to help.
Hi Matt,
thanks for the info, solid looking.
R
Why is mass commercialization around the corner, you may wonder.
Have a look at the testimonials below.
https://www.nanalysis.com/industrial-testimonials
"... we used to outsource our product analysis to a university for evaluation on a high-field NMR spectrometer. This outsourcing cost was high, up to $50 000/year. When I heard about benchtop NMR I was curious to determine if it would be suitable for observing hydrolysis and oxidation decomposition products in our phosphites - and it was. Now we run all our products in our own R&D lab – not only saving us time and money, but also giving us flexibility to acquire conformational NMR data on samples that we wouldn’t have deemed necessary to outsource.”
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.
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.
matt.sellers@nanalysis.com
-SD
exited this stock....she turns down now...overvalued at this point!!
so am I; The operational results of this company will drive the share price.
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
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.
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.
More investors, higher stock price.
Do we need this? What's our long term benefit?
Nanalysis Engages Firms to Drive Investor Communication Programs
https://finance.yahoo.com/news/investor-relations-initiative-011900232.html
NSCI.V the monster just broke free from her chains....watch what happens next
Missed the AGM meeting yesterday.
I wonder if and when the presentation will become available.
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
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.
Is Nes4Flanders Dutch but living in Flanders? Do we know each other?
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.
Thanks Walter!
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.
did nog yet find the time to reply
later
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?
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
55?
Volume: 155,065
link back....lol
Why are the bid and ask so high with only 55 shares traded today?
New Nanalysis presentation on past, present and future use of NMR technology.
Thanks, that clears it up.
Turnover is european for revenue
You're welcome Walter.
This hidden gem deserves some more attention.
Walter, I don't know what you mean by doubling of turnover. Turnover of the product? More sales?
turnover this year will be double of turnover of last year
thank you gever for helping me out here. For a while I was talking only to myself.
Thank you, Walter. Would you clarify this -
"They are projecting a doubling in turnover..."
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