The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Blue so good to see after so many red days
Will be interesting when we recover. It fell so far under its fundamental value that there wont be much interest in selling until it retests previous highs. Shame it's starting to recover today as I have some more funds clearing the end of the week, and wanted the best value. Oh well, whether it's £3,4,5,6,7 they are all still buy levels to me.
The latest Novacyt insider is a great article and a must read .
Decentralised, point of care testing is the way forward and the big pharmas are already making their plays now .
Our Q32 and Q16 are head and should ours above the rest . More tests per cycle , faster , more variety of tests to be used on the platforms ( over 500) cheaper to buy .
In comparison NCYT made around ten times more revenue than other POC machine providers and our current market cap is less than ten times that of our competitors.
We have had some tough times recently but nothing has changed , the company is concentrating more on rest of world sales , whilst increasing the private sales teams in the U.K.
Think he is playing virtual musical chairs and jostling for the best seat but too late Wilson Donnatrader and I have reserved them. K
Wilson - appears if you registered for the last one you are already listed for this one, Matt and me in the front row lol.
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Also automatically registered, are you buying the popcorn, hotdogs, nachos, jelly babies and slush puppy's? :)
Matt never misses a NCYT webinar Wilson ;)
Tks to gasman
https://twitter.com/gasman2020/status/1384801095080452096
appears if you registered for the last one you are already listed for this one, Matt and me in the front row lol.
Big old shake out yesterday. Wouldn't surprise me to see this back above £4 tomorrow. Such a bargain.
https://invst.ly/ujexk back up we go
I just saw this on Twitter (About 2020 Revenue) :
The Novacyt Insider @NovacytInsider
Replying to @JohnAnderson_10
Corrected now sorry John, that was a second half figure!
Should read £277 million
https://twitter.com/NovacytInsider/status/1384800236514775041
Anyone that doesn't read this is nuts and should invest in lugworms reposting already
https://twitter.com/NovacytInsider/status/1384793074023419904
We are well in front in overall price product speed amount done amount of usage even if your a deramper read it, great research Novacyt insider, this is what we want.
Was that rampy or relief?
If you are talking to me then you really are becoming a paranoid person! And in answer to your question if pointed at me, only if it falls to £3.50 ish which I personally doubt, I'm loaded to the hilt now.
The Novacyt insider welcome back
https://twitter.com/NovacytInsider/status/1384793074023419904
Yesterday i gave you the benefit of doubt , today no , still buying eh ?
One major uncertainty for me is airline testing. It appears novacyt moved early to strike deals with as many agencies/private companies as possible and are amazingly well placed to generate big returns from this space. The main problem is we don't know how it's all going to play out and for how long airport/fit to fly testing will go on for.
That's not something novacyt can control, they've done all they can to position themselves accordingly.
everyone's entitled to their opinion....and currently there's a lot of agendas on this bb.... the thing is sentiment drives the SP.... so if you're in, you have to find the positivity to want to stay in...in fact if you read between the lines of the posts and add some research, the truth is out there even with the DHSC....the overall success of NCYT (with M&A) is driven by the current covid (now variant & vaccine development) and so far I can see NCYT moving with it......no one and I mean no one will compete with mass testing, so it's not worth going there.... home portal declaration is doomed anyhow....I still very much believe NCYT will be back on track....it might take 6 months or 1 year.... many may not be patient to wait... that's fair enough also
Is it novacyt's fault if they provide what the government supposedly needs only for the government to row back on it? I imagine part of the issue is that novacyt threw a lot of resources and energy into servicing that contract, money and effort that could have been spent elsewhere. Hence a lot of lost revenue if the government doesn't cough up...
Cant get what right Yogi ? What have they done wrong ? Absolutely nothing is the answer.
I think it's overpriced... In despite with their biggest customer. Not going to help this global expansion plan if they can't get it right at home.
A hugh bounce due as this is now grossly oversold.