The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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impossible to predict anything otherwise bookies would be broke. With a certain set of circumstances it could go to £20 with a different set 20p all you can do is try to predict what circumstances will occur in NCYTs world
It's a sad state pf affairs when a comedian gives the best assessment of MPX situation in the US, a monumental f#@@ up from start to finish.
https://youtu.be/keuvYwvf3gA
"Cap and this is all fact or assumption?"
i think if you read what i write - it is quite clear.
"Then I choose to “assume” this will recover, to above £3 at some point, rightly or wrongly, someone has to believe!"
if you read properly - so have i
"imo dyor, we have to have faith in the , products, if not the pr guru (which it appears he isnt?"
lots of faith in science behind ncyt...unfortunately many businesses with good products are ruined by poor management.
the question i would ask is - Are NCYT doing the best they could with the science they have?
Cap and this is all fact or assumption?
Because we all know this can and has, turned in a moment, just needs that one bit of news?
Now if you know! your statement is correct, evidence please, but if just your best guess…
Then I choose to “assume” this will recover, to above £3 at some point, rightly or wrongly, someone has to believe!
imo dyor, we have to have faith in the , products, if not the pr guru (which it appears he isnt?)
#stillcashrichatpresent
"DRB there is literally no chance this share is ever touching £7.78. Doubt it’ll touch £2.50-3.
He won’t be here in 28 months, not a chance, so the LTIP is completely irrelevant. It was a “shut the **** up” to shareholders."
personally i think we will win gov dispute (fingers crossed) which should give best part of £2-3...should have been more but the market has lost faith.
there is always the possibility of a new "outbreak"..i am not sure on ncyt cashing in on monkey pox ..speed of reaction and extent of market etc
i do agree the ltip seems to have been used to help boost sp by promising jam - but failed - it won't substitute for bad presentations and trading updates
i have seen nothing so far that salad man will turn things around....so again i agree he should be gone hopefully lot sooner than 28 months
Monkeypox vaccine shortage. Cancelled clinics.
https://twitter.com/ShaunLintern/status/1556371042280656896?s=20&t=qCqB9kW-teMezX0j5nm0iA
DRB there is literally no chance this share is ever touching £7.78. Doubt it’ll touch £2.50-3.
He won’t be here in 28 months, not a chance, so the LTIP is completely irrelevant. It was a “shut the **** up” to shareholders.
Thanks DRB,so they did,I completly forgot about that.
They gave us the H1 update on 7th Jul. Way earlier than any of us expected. Maybe wanted to get the last of the bad news out of the way. Let's hope so.
Just scrolled thru last 4 years,they have provided a half yearly update no later than 18th August.
tkr234, Investing .com states next trading update 17 Aug 2022.
i remember looking at a projected revenue chart in one of their presentations that resembled toblerone. spiking up with pandemics/outbreaks and dropping back down to the same low level in between. if that is the case then they have been given a gift with monkey pox - though to be honest i am not sure it is a thingy any of us wanted to see!
so they really need to make hay on this. they did it with covid. if salad man can't do it - added to his seemingly incapability of improving base business...then he really needs to go
he better start getting a move on
Unless sales are better or worse than current expectations I'm not expecting any more trading updates until Jan. I'm hopeful that with such an abysmal £9m H2 revenue forecast that we get some kind of upward guidance in Q4.
R&D will be busy in H2 so hoping we get more info on that.
Contracts could land any time or not at all.
M&A could land anytime or not at all.
Dispute could land anytime
It really is a case of being patient with this one. DA has a lot of work to do to get this back towards £7.78 in the next 28 months or so. 6 bags. He isn't going to get there with just organic revenue and without touching that £100m cash so something is going to happen at some point.
Are we not due an update mid August ?.
Good to see the board less argumentative!
Hopefully NCYT start showing news of contracts and sales for the great work we know they are capable of.
*thumbs up emojis*
There's nothing like a common enemy to bring the board to accord. Normal service will be resumed Monday.
yes had a few tonight!
here i agree with you byp!
China - Communist Hate Infecting Numerous Aspirations
They lines their pockets as dors everyone, with opportinity!
imo
I'm old enough to remember when Innova were facing criminal investigation for plagiarizing their clinical data that they'd supplied in their FDA submission for their covid lft which was subsequently banned from sale in the US. Our government in their infinite wisdom blew billions with them based on the same data ;-)
They're an inscrutable bunch.
Sharestack…..the Chinese bought two brand new A320s that never flew. They were completely stripped, part by part. The comac c919 was then born. You can copy to some extent but it won’t help them with certifying an aircraft. Likely to never fly in European skies.
That’s the Chinese way for you. A country built on stealing IP and ideas, in order to copy and build products invented in other countries using dictatorship to treat their own people like slaves with zero human rights and no consideration or regard to the rest of global humanity that they continue to bully.
Agree SirD just not feasible. Was watching closely as the virol experts globally were figuring what clades ,what mutations etc , a clear picture wasn't emerging until second week of June.
The Chinese bought Global Switch in Docklands one of the biggest data centres in the UK, it used to host sensitive services that had to be re-routed. We sleep walk into Chinese rule.
Totally agree with BYP for a change the majority of Chinese tech is ripped. I worked at Adastral Park (BT R&D) for a few months where Huawei UK engineers were banned for ripping Tech. I have colleagues who were invited to China for all expenses paid seminars only if they brought proprietary kit with them, yes they went and took kit!
On May 25th there'd been 274 cases reported in 21 countries. However, on the 17th there'd only been 21 cases after the first had been confirmed on the 6th. So this company is trying to claim they'd seen the clinical global need for this assay and went through the CE validation process when they'll have had access to around 20 samples globally for validation. You'd struggle to put together an ruo assay in that time frame.