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agreed!
I thought I read on here? (might not be true!!) that the French Govnmt had legislation limiting / prohibiting the takeover of "French" companies .......
Obelix
this share looking so strong again ,not only the number of posters who back buying in again
also my thoughts with people who paid £5 a share a number of months past
how pleased I am for them to now see the interest building again and share price starting to move upwards again , even with the strong buying in France ,as assuming more buyers returning in France to pick up shares there why share price moving upwards there as well
even to look at buying at this time ,
if judging by current buying how many buyers be seen this afternoon
also good to see new posters, posting ,and hoping more will post
Even Captains appeared maybe he's been shorting it as well?
gggg21 ,seems to be one of the best researchers ,so often seems to ahead of many people with research and would be good if would post more on share board in my view
Sharehunter,
Personally, I think Novacyt will get let's say 500mil we know they are more companies out there who are dealing with Covid-19 KITS. However, we all know Novacyt it's at the TOP and maybe we will be the first to get the value and then others.
Why the Government will give more to Astra or Glaxo if they are using Novacyt Technology or Resources?
Seadoc : whilst I agree with your general sentiment, it is wrong to claim that NCYT has "no moat". That's because you haven't taken the hardware into account, bruv.
I believe its q16 and q32 instruments, despite not being rocket science and playing a minor part in NCYT's revenue, are pretty good differentiators compared to other testing companies.
Remember those as-yet-unveiled promotional videos ? I'm pretty sure they'll reflect the commercial abilities that these hold.
Now, is that hénaff to warrant a take-over ? I'm not sure, but this isn't the point I'm making here.
5bn contract
thinking be spread over different manufacturers
with 130 countries to sell to ncyt ,be surprised if ncyt could manufacture enough
Dibs62 - agree with your latest post 100%
Obelix thanks for your posts and other posters
looking like a strong afternoon might be seen ,even with the current buying at this time
how many buyers going to be seen in afternoon
much discussion on a take over ,while looks like large holdings being built
debt cleared , share price currently to undervalued ,with the £millions ncyt have coming from sales
johnnykipper very knowledgeable he may be but he made a proper bloomer. He said NCYT would not get the £5bn contract from the UK government. That was a pretty embarrassing comment because we ALL know that and no one thinks they would. The general view here is that we are very optimistic, and justifiably so, that NCYT will get a decent slice of the pie which, in itself, would be hugely bullish for revenue prospects with a minimum 2 year horizon.
Welcome back Sharehunter…
also looking at current buying
often a quiet time of day until after 1pm ,or more sell s ,yet looking at buys coming in currently buyers still loading up
be interesting to know who the big buyers that have been buying the large tranches of shares
this week
also are mms filling more orders today for these large share buys
will more show at end of trading again today
strong morning and sp starting to move up
afternoon buying likely to see more of a move up
more people liking the opportunity of this share price while still this low
while waiting on sales update
as well as the other news to be released
Seadoc- i respect you for being honest medical man .
Do you still think this share price is going to see lows as before?? if not where abouts ou see these approx
Shorters are out as they are worried, they are about to have their pants pulled down...
Seadoc is a very knowledgeable and eloquent poster, enjoy reading his opinion. Hoping he is wrong regarding the short though :-)
At this rate we have the potential to reach £10 without a takeover. By my rough estimates our p/e at year end turnover and profits could be in the very low single digits. If I'm correct on that and ShaunP has done the sums also then the market will re-rate in due course anyway.
Seadoc your point is valid to a degree and I don't see AZN itching to buy ncyt. But if you really still have half your short open it's obvious you must be getting nervy. You tried your hardest earlier to play down the news on the government spending plans but a £200m mcap company likely to have a significant slice of a £5bn pie... well let's just say it's no surprised you've popped up today!
seadoc lol you are either completely bonkers or a complete liar
Thanks for your words of wisdom, Seadoc.
Not ramping, it's just an opinion.
Just like, if I were short here, I'd get out quick.
I'd like to see a takeover offer, not accepted by NCYT. The SP would match the offer and that would be our new support base. It's all looking good. GLA.
I don't think there is anything to worry about from a shorter when he incorrectly thinks one company is going to get the whole £5 billion lol and then thinks he will be happy with 10% (£500 million) lol. Trying to raise expectations unrealistically to kick people later it's the games they play. We only need a fraction of the £5 billion as we are an international company and have other customers to satisfy as well.
I believe seadoc he has been consistent and honest as far as i can see.For example captain stanley used to come on this bb deriding the company all the time his comments were all over the place and could never backup what he was saying.seadoc is nothing like that