We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Codey Hi,
Your were bang on re the RNS, good call :-))))
Cheers and keep well,
ATB
Tom :-)
PHE..... Once this crisis subsides this company will do well.
Trinityman- are you talking Energy storage and one I have commented on today? If so pop over the the board and ask away.
Cheers RK
RK
Thanks. I’ve been seriously looking at the alternative energy future recently. You have experience here.
I’m concerned that at $25 dollars a barrel of oil at present the numbers don’t stack up and will delay progress until this rises and brings the alternative options such as vanadium into economical play. Apologies for wrong Bb
Sausage
VanV, thanks for your kind comments. The future of strong investments is grounded in finding the right technologies with a strong forward demand. These are sometimes international companies and sometimes UK businesses. Please excuse the slight deviation form NYCT which is such a solid and very important investment in the year ahead. Looking at Hydrogen it is highly likely to form a basis for future energy for both vehicles as it is a suitable and low carbon for zero emission vehicles and may prove a strong alternative to gas / oil central heating. What makes its potential low carbon is the power packs to create the hydrogen can be powered from renewable energy. There is a huge factory under construction ready for production ramp up in Sheffield. This is run by ITM. You can search this company and research for those interested. While EV’s are currently Lithium Ion cells the Hydrogen fuel cell is likely to overtake standard EV’s in the next 5 to 10 years. This may prove to be interesting.
To be fair to all it would be b best to Focus on the correct chat boards. But on a busy board like this it may be interesting to a few.
The real point of the discussion to be clear is finding companies which are undervalued and have huge potential revenue streams, which lead to higher profits and a strong future. This means growing SP values and dividends as well as moving from AIM to the FTSE and solid investment funds joining the private investors.
Cheers RK
Rich Ken - Your 15:59 - 'Try and find a mentor'.... I think we just have!
Even a reasonably experienced investor like me can learn a thing or two from your posts - much appreciated.
If I may ask for your perspective regarding the newly formed UK listed company (I'm sure you know who I mean) over the next couple of weeks, I'd be grateful for your thoughts going forward. Sorry to mention on this board, but as it's a Sunday evening I thought I may get away with it before the Mon - Fri mayhem starts again tomorrow morning.
ATVB to you and yours at this difficult time.
Acuere - great original post on ADVFN which I reposted and one well worth reading.
Thanks for the clarification as well.
Hi codey,
I am the ‘anonymous’ poster whose post you are criticising Routy for sharing here. I can see why you think my figures are wrong so I have signed in here to enlighten you.
The purpose of my post was to provide a figure for the likely gross margin on the tests. Too get this you need to look at sales in PrimerDesign business NOT the group as a whole. These can be found in the last FY results to Dec18 not the guidelines of Jan. Sales for PrimerDesign were £5.5m and here is the paragraph showing 84% margin.
Primerdesign sales growth was driven by
a strong core business delivering over 11% or €0.5m of growth, o set by reduced B2B revenues as a result of a large one-o sale in late 2017 for over $1m. Removing this one-o sale in 2017 would have resulted
in a year-on-year growth of over 20% for the Primerdesign business. During 2018 Primerdesign signed a multi-year exclusive B2B supply agreement worth a minimum
in excess of $3m over ve years with a
US customer with material revenue streams expected to commence in 2019. As
sales have increased, the impact of high margin genesig® testing reagent kits have ensured the divisional gross margin remains above 80% and have increased by three percentage points to 84%.”
Hope that helps.
Cody hi,
Forgive me for asking but " gla for tomorrow!" what is happening tomorrow ???? If you are referring to an update that last one was only 6 days ago, on the 30th March. Is there some other that I have missed.
Cheers :-)
SteveV, if you click on my ‘avatar’ name, it brings up a pie graph of the persons posting history. You will find the answers to your enquires.
Cheers RK
Steve, I expect it starts with a B.
Hey Rich Ken , care to share what that "key holding" is ?
Thanks
I thought the price jump from £5 to £8 was to cover 3rd party Bruker?
hhbb8833, above you will find a tab (if using you tablet or PC which underlines the fundamentals of a business. You will see how many shares this company has 68 million, and you know the share price (middle number). Hence you see a market cap of 131 million. Know you will al so see the company has a negative PE number. This normally bad news as it means the company is making a loss. One of the key positives is this based on last year. Today the story is very different for obvious reasons. One of the things investors look for is companies which are undervalued. This means companies have new products and revenue streams which have huge potential which will drive the share price upwards. Often, the big investors don’t jump on board until later. One of the biggest rewards for investors is finding these before the big investors jump on board. NCYT is one such business. They don’t stand out quite so clearly as this one mind. The reason clearly does not need to be explained.
One of my other key holdings is another clear winner. It’s market cap is lower than NCYT, but it is making strong profits. It has a broker advice around 80p but it’s share price after the outbreak of CV has dropped to 9p. But forward projections take it in 2 to 5 years takes it into £’s not pence. It has a positive PE and the market it supplies is growing.
If you want to find solid investments this is a good way. But it takes research and understanding. To many investors look on the risers board and then research, buy in and mostly lose.
The other way is to play the slow game buying large profit making companies with strong dividends. Or buying funds with proven history, one such fund is Fundsmith. This is not advice but an example if a fund made up of some of the strongest growth businesses in the world. It has an average growth of 20% per year. But, even at this time you will see it has dropped.
Markets worth looking at today are pharmaceutical companies and funds and other growth areas are renewable energy storage companies or higher risk are mining companies producing high value in demand minerals. Areas like Hydrogen producers could be a strong future market. The key is a balanced portfolio if you have limited experience.
I wish you success, try and find a mentor, but don’t jump in blind. The Covid19 solution will be solved with the mantra “Test, test, test” and find a vaccine.
To investors, it should be - “Research, research and research.” Read the company website, look for interviews of the CEO’s. On AIM try the ‘Crux Investor’ on YouTube. You will learn lots.
Hope this helps.
Cheers RK
Perhaps try plugging the financial terms you don't know into Investopedia.
You can find a lot more besides there.
thanks, Hydro31
hhbb8833 - I'm no expert but if you are going to trade/invest in shares then you really need to do a bit of reading and understand such things as market cap, p/e, yield etc.
Understanding these is relatively simple, it is picking the right shares in a consistent manner which is difficult, and knowing when to exit.
And you have gross profit and net profit, and many other metrics. Much is on the internet and many good books available. Waterstones is shut, but Amazon is open! A few quid spent there will be money well spent.
NCYT looks good in the present circumstances - so good luck with your investing!
I don't relly understand what is mcap, but I have a question,
if the profit of a company is £144m, and have 6 million share,
does it mean each share is worth £144m/6m = £24 ?
Very good post from Acuere on ADVFN
There was some discussion about gross margin of tests earlier. You may recall this:-
Taking the last filed year to 31/12/18,
Revenues were £5.5m
Cost of Sales: £855k
Gross Profit: £4.6m
Gross Profit Margin was therefore 84%.
We know that PHE bought 115,000 tests for £1m. This works out at £8.97 per test. Pre CE Mark, iirc, the tests were £5.69 each, so you can see how the excess demand is driving the price up. Guardan article has S.Korean company offering 400,000 tests to UK for £8m, or £20 per test.
We know that Ncyt have secured raw material for 18m tests. They have not done this to stockpile, they have buyers lined up keen to secure all the tests they can get.
18m tests at anything between £8.97 and £20 per test would suggest revenues of between £160m and £360m.
Ncyt have also told us that gross margins are improving so potentially we could be looking at 90% gross margin.
So potentially a profit of between £144m and £324m on those 18m tests.