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But! will it make any difference, in a positive way!
ie: will the sp improve to match “all the positive info & data” being
posted on here day after day!
Instead of “great find” & the sp drops a bit more!
#gettingmonotenous
B2H. There will be an update this week. I am not at liberty to advise which day.
I think your addicted to being patched up, - a serial patient if you will.
Your like the Trotters grandad who kept falling from the pavement into pub cellars via the barrel shoot, and claiming the insurance.
I say as long as it keeps you buying NCYT shares then keep it up!
Cheers (head gardener) Wilson.
The rapid drop is not overnight herd immunity , it is behavioural, schools out for the summer , hot weather so everyone outside, people turning off app , insufficient PCR tests. Note , not saying it isnt going down but think we will have many months of peaks and troughs until we hit the winter. The short has closed slightly , risk to them is to lose some of their gains if a good H1 and update or DHSC resolved, which could happen at any stage. Also the old blood from a stone , Sp stayed in same range , shares now in sticky hands , they've tried manipulating for months and probably don't think they can drive it lower. Lets be honest they can risk losing their gains or they can close and slap a new short on if they so desire post H1.
With you Mr Porky strong hold here , think the company has a bloody good shot of acheiving midcap , prob the best on aim.
Why would WQ be reducing their short when sentiment is heading downwards? Surely it’s just PIs selling when they see the cases are down and worry Covid is over.
Maybe WQ have had a bit of a tip off about big things coming and are trying to get out bit by bit, otherwise surely they would be INcreasing their short?
B2 v successful but I was that keen I damaged my knee in a forced March rehab and am now head supervisor in the garden and have a serious sun tan (but I'm bloody bored)))))
My guess Friday 30th for H1 statement
Whenever the SP drifts the chat here turns negative, this at the backdrop of the government telling everyone Covid is over and the infection rates are miraculously falling despite everywhere opening up and restrictions lifted. Well that's fantastic if that's the case.
Then again, if it turns out the schools breaking up, the AP being turned off and/or turned down and delays on testing distorting the true figures then that wouldn't surprise me either. Call me Cynical !! Anyhow, it matters not, the world is a bigger stage than just the UK but i accept currently sentiment plays a part with AIM stocks.
The Fact we need to remain focussed on is the Fundamental value here. They are a Diagnostics group. They are involved in numerous diagnostics verticals its just currently the worldwide market in the covid space, from bioinformatics to different testing, PCR, LFT, Saliva to fungal tests and tests for new variants not to mention the start of the flu season is going to keep Novacyt VERY busy for some time as it is before they need to even look at further diversification.
Tonight you have a business with a market value of £ 233m on a PE Ratio of X 1.7 the call you need to make is, do you think this business has a future and does that future represent a value more or less than £ 233m? When its peers are valued at between X 15 and X 30.
Well i'm not even going to say what i think, regulars here know anyhow !!!
You have the full year figures and you are about to have the H1 confirmed. You will know the profits ex DHSC what they might be doing under the NHS framework, what the new R &D product range roll out might look like and the cash in bank position.
The DHSC issue is a royal pain in the ars@ i grant you, and needs resolving and it will be in good time. We also don't know what acquisition plans they have but for sure they will also add to the business and when they do, Novacyt have a ready made manufacturing side and world wide distribution channels for rapid route to market for maximum impact.
This is a long game, I am VERY relaxed here, they are building a multi million revenue mid cap business and its work in progress. Good luck whatever your call.
Pork's
Garden looking better by the day Wilson, - due to the care and attention you provide.
I take it the operation was a complete success ;>)
In the absence of any news & the, quite frankly, outrageous behaviour of DHSC the sp here is firmly in the hands of WQ, they are in a position to strangle the sp. We know they are reducing their short, albeit slowly. Whilst I expect them to be given the heads up on any impending RNS they have the ammo to keep this in a tight range until they have exited. Market manipulation at its best/worst.
B2 I'm going to through my hat in the ring re Rns...Not Monday:) Bonus beautiful day in the north west, garden looking better by the day.
Last summer the market said revenue for 6-12m as covid would fade on the vaccine, this summer market say 12-18m more revenue as people are now vaccinated. Anyone else spot a pattern there? I think people very much underestimate the longevity of diagnostics and testing, of which NCYT is one of the leaders. There will be a moment where it dawns on people, probably as the result of a takeover offer, and many I imagine will kick themselves as to why they didnt have the patience and trust their own instinct.
That's the difference between a long term holder and a short. It's clear you are hoping to profit from this covid period and be done with novacyt for good. That's fair enough (and I myself might end up in the same boat) but from the company's perspective they don't need to quickly resolve it as short term sentiment really isn't essential in transforming the business into a profitable midcap company.
I think good revenue from Covid testing could be here for another 12-18 months, it’s the sentiment about them being judged as finite which will dwindle quicker. So cash flow could be good but it’s not reflected in the SP.
B2hs2l, I don’t think anyone knows for sure, all we can do is speculate and trust the company .
There certainly was no indefinite timely prescription from our new doctor .
Talking of doctors I miss seadoc.
He was very forthright with his investment choices .
Covidopp make sure you post that elsewhere too because if covid earnings are finite you're in for a series of placings if you hope to deliver anything in your arsenal.
Saintsmith -
Its been quiet...
"There will be a half year update this coming week. I did advise you last week. Guess you do not believe."
My thoughts are it won't be this week, as he couldn't / wouldn't say which day.
Even Graham said this is a mid cap £15 per share ,£1 billion market cap company and he is a master of the understatement .
Patience and trust are required .
Research the company you are invested in , if you believe add or hold , if you don’t sell and be off with you ;)
We will rally tomorrow. It will dip to 328 in the morning then rally into the afternoon. Thought it'd do it today but it was stubbornly held in a tight range. Tomorrows the day for the retest of the top of the range.
It has been awfully quiet of late though. Throw us a bone Novacyt .
£15 minimum for me to bail . We were so close twice , third time I will at least sell half my holdings .
Naewise , patience is a virtue .
I think the majority of us are slowly learning the hard truths about investing in AIM - I certainly have and now realise why it's called the Wild West of investing...
Really need to see a resolution to the DHSC dispute ASAP, the longer it takes for a resolution the less impact it will have on the SP when the news comes.
Sales could be booming currently but the SP needs to make some hay before Covid sentiment potentially disappears from the market and revenues on Covid stocks are viewed as very finite.
Surely H1 results will give a boost this week though.
Anything around a fiver and Id be happy to cut losses... getting well and truely fed up of hearing how super GM is when the SP say different :(
Nova**** imo sorry folks but this is a joke at the moment :(
I would settle for that Kitzie -- in fact £8-£10 would do many of us admirably!
LOL....I think I said when levels were around £15 plus, 90% would go and be replaced by institutions on a upward trend...