The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Greggs -
"As you say a purchase of a leading diagnostics company would not be unexpected. NCYT have a large cash pile.....may as well use it to drive more cash."
Just think about how much R&D spend there must have been to generate an RNS so full of new and updated products.
Plus more spend on Chartwell services getting these assays to market ASAP.
I would love to think the next RNS will contain M&A news, but I'm thinking the cash pile hasn't grown sufficiently, so is it enough for Anthony Dyers plans?
IMO M&A activity may have to wait until Q4.
OK Graham - I've said it, - so that's your que to make me wrong, - after all WTFDIK
Their fundamentals are irrelevant given they are producing in large numbers and will be bringing in large profits imo.
As you say a purchase of a leading diagnostics company would not be unexpected. NCYT have a large cash pile.....may as well use it to drive more cash.
433 ish for a few more that's me will leopard crawl back with my cash card.
Gregg, SureScreen for me is sexier potential and more desperate, looking at their fundamentals.
Wilson, ;-)
Kitzie love your 10.24 post little left field but if that came off omg
anyway for anybody a bit new here's the distributor list that porky9 alludes to
http://www.primerdesign.co.uk/about/distributors
and this doesn't even touch our fit2fly connections(see ShaunP's Dropbox for almost exhaustive list)
Kitzie - I think Surescreen or ODX would be a good purchase for NCYT. ODX and NCYT have some history...
some observations:
without a doubt the best AIM diagnostics stock out there…..plus NCYT are underplaying their UK and world commercial partnership activity...I feel the disputes over... (might be an unpaid bill)... you don't get to be in the framework, if it's a real problem dispute……
* the many CE approved products are massive.... they can go live ASAP
* 26th April, India variant launch……GMs summary is really positive
* 50 specialists to serve the UK's NHS for pull through
* NCYT have developed Pathlow portfolio to future proof for the next 2-3 years
* all this together will make H2 sales figures be huge
The notice of results makes sense now..... NCYT are in a huge build to release accumulative figures 29th June
* the sell on news will come after 29th June.... but I'm waiting longer.....people will still play the share, but that doesn't matter.... I'm locked in until Q4 results £25....I know they'll be a massive collaboration before then
* for me the evelopment of LFT to detect and differentiate between SARS-CoV-2 IgG antibodies, launch expected Q3 2021.... this again is a future proof product
"...using non-invasive anterior nasal swab samples to provide a result in approximately 15 minutes. Novacyt has been working with a partner to develop this test".....it won't be a competitor for sure.... remember the current cheap LFTs won't be free forever... to get into a mass venue you may need one of these...so I reckon a mass online retailer ??
* Surescreen would be a good purchase for NCYT... it's ripe for purchase
I still think the absolute killer RNS will come by Autumn 2021 time...by then, we'll know the trading partners and collaboration companies....plus future revenue from the 50 reps.
.....all it takes is one big collaboration with an en masse online retailer, add mass media attention... then you're in the £25+ range
Too right Ventura , bouncing like Tigger , will say it again , amazing R and D and fast to market. So pleased for all the diehard believers. Karma wins the day. K
don't want to jump the gun but if feels like short sellers are closing some positions?
For all on this bulletin board who have taken so much flack and have held firm.
The old British upper lip isn't dead.
Let's enjoy our days in the sun after a long cold winter.
GLA