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Hey VanV, I need to listen to the Webinar, my guess is ink drying on the contract, sp goes to £12, big churn, price drops again, if contract guarantees money over 2 years this may signal a new sp level around which the shenanigans will continue. It would be good to get out of this spike and languish cycle. More positive results of sales in US and Europe would get so moving up faster.
GLA. I am simply supporting Porky9 as I believe he has hopes like most punters that this stock delivers....... it is trying hard and at each step it is case of ‘we need the financials, what happened to the DHSC contract, NCYT does not get mentioned’ hopefully these statements will be a thing of the past!
I am glad you are invested and on this board!
@VanV, my agenda is simple I want this company to be bought out for say £30 a pop. I don’t have time to wait 2 or 3 years. Having said that my feeling is that this company has performed amazingly well and will be a good acquisition for the likes of AZN. I wonder if award of a super large contract would have any strings attached, e.g the company must be part of a UK company to retain the technology and the long term relationship being forged. BOJO may not want the money to flow out to France. I will defer to others to discuss the financials, not my bag. The potential to scale up and realise worldwide sales must be being eyed up by several multinationals. A buyout at a fair price would allow this to happen at a pace that GM and his team can’t achieve this. A larger organisation has established links with governments, the doors are already opened. If there is a scramble to acquire NCYT then the SP could well be close to Porky’s number. So we land DHSC 2 year deal worth a lot, on top of the surge testing already ringing up £££, Promate in France, sales in US, technology not restricted to COVID etc. What here makes anyone doubt the NCYT potential? Let us see what the next few weeks bring. BOJO has finally realised this thing COVID is not going away too easily and is proving to be a formidable foe. The scientists are coming, have come to the rescue.
Ok VanV, so what price would you expect if bought out? Enough of knocking Porky9, in a level playing field anything can happen, but it is clearly not. Give us the benefit of your wisdom.
Cheers Porky, much appreciated summary. Timing of the Horizon programme couldn’t be better for us, especially with the webinar today. We’re manoeuvring ourselves into a VERY promising position....
Thanks Porky appreciate the update.
Tks to bmh genomic sequencing
https://twitter.com/ARKInvest/status/1364616906842517508
@Porky9
Thanks for putting in the time and effort to unselfishly provide the Horizon precis, its much appreciated.
Seems we have all bases covered going forwards regards required diagnostic surveillance re: development of LAMP Covid-19 and antibody LFT along with 2-gene target Promate tests with also expansion of SNPsig portfolio.
In addition, a panel to detect aspergillus.
The close collaboration with AZ re: saliva testing and the provision of integrated solutions to deal with the Covid crisis is essential IMO, both here and worldwide - lessons that need to be learnt rapidly (as with the climate crisis).
Just to add - hoping for some exciting wheeks ahead - oink, oink.
Personally, going to confidently enjoy some long walks over the next few days given the forecasts.
As you research this vast growing field and realise how essential the data from sequencing is for effective vaccine modification it becomes incredibly noticeable how interlinked Novcacyt need to be with the vaccine producers.
I am fast coming to the conclusion that especially due to our materially undervalued market cap we won't get to full value before the business is acquired and this now has AZKs name written all over it - its a total no brainer frankly.
If that DHSC contract lands and further embeds us with the NHS just watch this space, I think they will be targeted us within 8 to 10 weeks tops of any deal.
Its painfully obvious imo - time will tell