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How many versa lab trailers are there? Anyone know? The versa lab portables is the same products packages in a plexicase with a car charger. How many have been sold?
GM will probably be more invested in the SP now, down £5 a share, so I am guessing he will be wanting it to rise even more now?
Ok brentw1 - let’s say GM bought £500k at double the share price is is today, tell me how far out of touch with the company was GM that he didn’t think there would be a risk to his holding. Either way you look at it, it’s not a positive is it.
Porky forgot to mention versalab.. that is gaining traction in the fit to fly market. Loads of pictures showing versalab j.v with wren healthcare.
Push locations as well. Hilton hotel car parks no less.
Don’t post often here but do read the comments most days as it is a very active board. I am invested and thought the price would be higher on the fundamentals but also agree that sentiment is important and that this does seem to be priced low. However if the results come out tomorrow then this should put some meat on the bones and hopefully give some insight into the future. If positive and backed up by numbers then the share could substantially relate upwards. However if just numbers with no future strategy (the norm) the sentiment may not improve that much irrespective as much as the figures may suggest. All I am saying tomorrow should be a huge day and the figures and sentiment may change (both ways) - agree hard to see it going lower but there is some risk although I do see the top side as a more likely outcome. GLA - we all want to make some money and let’s do it without bickering - ALL views are valid in my opinion
I am realistic enough to know £54 is pie in sky, although never say never, but, having entered reasonably, (wouldnt be painful to walk away) I am happy to sit tight, add and wait to see what happens over the coming weeks, months, as you say most damage has been done, if more is attempted, like some, I will top up again...
What we now need is a perfect storm, of rns's good cash, list on nasdaq (get rid of bourse) and dhsc settled sensibly... and BOOM £10 all day long! How is that for a positive post :)
Results tomorow..excellant.
Quite, HomTanks.
Some people don't actually think it through before expressing an opinion, in my opinion, of course :-)
I think all those PDMR shareholding’s were part of remuneration, coincidence they all bought at the same time otherwise! He gave away £2m to charity apparently why would he be fussed about £250k paper loss on some shares he doesn’t need to cash in
Well there's never a better time for a takeover than between CEOs or when a CEO is at the end of their tenure.
OK, Lets look at the cold hard facts here:-
We sit today at a mcap value of £ 233m - PE Ratio X 1.7
https://www.hl.co.uk/shares/shares-search-results/n/novacyt-eur0.0667-cdi
We don't know tomorrows results but the Half Year will likely be £ 95m Revenue and cash at bank somewhere north of £100m we don't know exactly.
H2 forecast similar but should increase due to travel testing and roll out of additional product lines.
So your question is: downside risk from £233m value V upside potential from here. The current mcap is less than its forecast position for heavens sake.
Frankly, with the three divisions, Primer Design, Lab 21, Microgen and the manufacturing side IT-IS plus now the stateside business Novacyt Inc, the Bioinformatics side, the IP rich R & D the current sales via its network and pipeline PLUS its cash at bank despite sentiment being low, its worth materially more than £ 233m
Shorter's can do what they like, i wont be selling one share at these fire sale levels that's for sure, no matter how hard they try to unsettle.
Good luck to all genuine holders
Valju - so you only comment positives. I’m post negatives and positives, I admit a lot more negatives but who wouldn’t when watching a share price decline from £12 to £3.30. Would it help if I say the share price will be £54 in a few months, that’s right people fill your boots, top up.
Seriously, here’s my positive, I think this share price was driven down by the help of ODDO BHF and blackrock etc. Why, because maybe just maybe there is a takeover coming. Why, well open investegate.co.uk , in word search type ODDO, then look at the share price of all those shares that got bought out. Dragged down massively and then watch them spike up. I’m hoping if the dispute
is successful, then we will see someone showing their cards. ODDO specialise in taking down companies for low
Ball offers. I don’t see this going down much more, it seems to have reached a bottom. Volume is and mainly bots buying and selling shares. So no one is selling. But then no one is buying either. It’s a stalemate. What I don’t like is that ODDO were brought in to do that very job and in my opinion, GM authorised this for some reason. Why, who knows but evidently it helps the takeovers happen fast as has happened in all those other examples you will find in your search.
Big yellow pig, I respect your views for what it matters. As Harchris said there are genuine optimistic investors around who you once called out incessant rampers. The likes of Tay cant be accused of ramping. The vast majority of the what he called out were extrapolated from information that was at hand. As an investor, we all do that. They just voice what they feel out of optimism. I had dreams of a new house too with the way the SP moved between September - October 2020 and it ran with my imaginations.
In any case, the more i followed you , i found your justifications valid but a bit harsh on criticism (on twitter). I hope you continue to post your opinions on the board. Its nice to know the most pessimistic poster (no disrespect meant), to call a bottom. Hopefully it moves up from here.
Just more of the same , new derampers , attacks on LTH' s . I don't think G.M had a duplicitous bone in his body , hence his inability to write positive RNS's unless it was a fact.
That in many ways was to me a positive as we were not off to La La land on massive rampothons , his communication style obviously didn't go down well with many and I have no doubt that going forwards the new CEO will be more upbeat which will improve sentiment.
Everyone is entitled to their opinion , I wouldn't call the share I'm invested in dogpoo though BPR , I'd be long gone if that's what I thought .
The company have an incredible arsenal of non covid products already so perhaps new blood with aggresive marketing is what is required.
Another unexpected, on our rollercoaster ride !
So translated Porky, you have put me in the bin because all of it rings true. Why can’t you prove your holding, I did it on Twitter a while back and even the rampers can vouch for that, way before you created your dodgy promotion account on Twitter and LSE. Also, why do you always post at 4:30 to 5 in the morning on Twitter , do you live in this country or working from the Maldives or somewhere to promote?
Porky9, sorry. I like and respect your positive outlook but once in a while even a genuine investor may voice concerns, hence it being called discussion. I can take the criticism of the company as long as it with a rational view point. If it is nothing but negative I think you can't be a real investor otherwise why are you invested? Nothing but positive I distrust just as much as the man in the street who always smiles. EVERYONE has a bad day, let the expression on your face show it. The company is trying a change of direction, or at least fresh blood for the old 1. The lack of real movement in SP to me is a sign of respect for what GM has achieved and an unknown in his replacement. Time will tell, once again it comes down to having faith in the plan.
Keep saying it Porky of it makes you feel better or helps you make out that I am shorting so that no one trusts a word I say. How can I be a known shorter, that makes no sense and didn’t IG put stop to most shorters by removing NCYT hedging? If I’m a shorter I’d be like diamond horse who drifts in and out of different tickers spouting placing due etc. The fact is that rampers are worse than shorters. You are a ramper, persuading people to buy high and effectively get locked in. Long term holder, you are a paid promoter, very much like that James on BLOE that continually ramps from 17p down to 1p. Derampers just persuade people not to buy and so those that don’t buy just risk losing a potential profit. So evidently a ramper is worse. Also if I’m a deramper, than I need to be signed ip by the big hedge funds as I’ve single handed forced a share to go from £12 to £3.26. I must be bloody good at it, thanks for the praise Porky Pie. Alternatively, I’m a long term holder which is someone who bought in at the wrong price.
@BigYellowPig
You shorting filth,,,
"....happens tomorrow and if we get dragged into a new range"
Not " ... happens tomorrow and hopefully we move up to a higher range"
Yes, indeed that is the comment of a long term holder. Is that what you are planning to try a short and hope to drive it down a bit more? You are just total pond life .I won't be exchanging with you further with you, you are here to distract and short, plain and simple.
And the audacity from you to suggest my deals with HL are somehow not long holds because of the charges. Well anyone else here who deals with HL can compare some of my past buys as i get no special discounts i can tell you. Although charges they make to my share account may be different to my ISA accounts but that's because my investment in Novacyt is way above my ISA account limits.
Anyhow, my next posts will be back on topic. You have distracted enough already today. I have you in my green bin.
Pork's
BYP, been watching the comments unfold all morning and to be honest, none of your posts are positive, more of a negative spin on a positive statement?
Porky is always positive and imo, if generates more positivity, which I'd far rather have, than in the doldrums (and I have been down in them myself on occasion), so if you hold, then put a bounce in your statement, not a lead weight :)
Good luck all, hanging tight and like BW1, might even have a top up, towards end of day ???
Your comment is the very reason why these bbs are a waste of time. Anyone tries to post neutral or questions company decisions they immediately get accused of shorting the company or being paid to deramp. If that’s the case, why did I defend the company against Martin Van Buren who did attack the company to make financial gain for his own company and his stocks in related shares such as EKF. I don’t have other Covid shares, I wouldn’t invest in GDR, AVCT, ODX, HEMO, ABDX etc. If I didn’t hold here, I would buy any Covid related stock. I do think NCYT are the best of the bunch though which is the only reason I continue to hold. Doesn’t mean I have to be happy with a 70% drop though from highs. The ones who are happy holding are those that bought in much lower or are promoting the company and not really invested.
“No point in negative sentiment research as it means your share's only going in one direction.....down.....why would you want it to god down?....maybe you're shorting or you have other covid stock invested and picking on the vulnerable or you're employed to make the value of stock go down or maybe you're part of a larger team or maybe you sadistic issues, who know....there's nothing wrong with positive research and personal opinion, after all that's why we're here is to make money, not lose it :-)”
@BigYellowPig
I am NOT proving Jack to you. As I have no way of knowing if anything you declare is accurate or not, your posting history on twitter speaks for itself. I don’t trust you put simply. You are a known shorter.
Its amazing that you and several other know shorter’s have turned up today on this news. I don’t believe in coincidences. The damage is done, and I hope your visits are short lived you will find holders here VERY resilient and new investors will join as updates unfold.
Well, the bad news for you is that I will continue to be a positive force here.
This is because I’m LONG, very very LONG and continuing to build. I have a fairly significant holding here and I’m building on it. I have a vested interest in the stock doing well.
I really do not believe for any split-second moment that a genuine holder of this stock would spend their time knocking the business. If you don’t rate the business, you don’t invest in it – it’s that’s simple.
Prove me wrong; highlight some positives about this business that don’t contain a but if… after them.
Meanwhile, posters can draw their own conclusions.
Porky
PS. Don't any holders declare your positions to this shorter: it helps them gauge retail sentiment and strength. Fck them.
Brent - I don’t short, hold a SIPPs and ISA only
May I ask a 3 questions?
What is the size of your NCYT position?
Why does that matter, what is a lot for me maybe peanuts to you or others or vice versa.
What is your opinion today…to BUY/SELL/HOLD?
HOLD I would say but I have held all the way from £12 down so what do I know (I’m not a trader, the traders are those that show screenshots from HL with their buys which shows the smallest commission price (£5.95) whilst mine is that of the highest commission price-£11.95 or something ).
What is your predicted SP come end of 2021?
I have no idea until the dispute is sorted out. Also no one knows what will happen with testing (they might think they do but it’s a guess by them). Nova were nearly finished before the pandemic started so hopefully with a huge cash pile they have other options available in other key areas of the market. Otherwise why would the sp stay at this level, it needs concrete news on strategy going forward and long term. I would say we are at the bottom of the channel at present so I would hope the sp rises but depends on what happens tomorrow and if we get dragged into a new range.
No point in negative sentiment research as it means your share's only going in one direction.....down.....why would you want it to god down?....maybe you're shorting or you have other covid stock invested and picking on the vulnerable or you're employed to make the value of stock go down or maybe you're part of a larger team or maybe you sadistic issues, who know....there's nothing wrong with positive research and personal opinion, after all that's why we're here is to make money, not lose it :-)
FF He has no shares. He borrowed and sold them. That's what shorters do.