The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Dillionaire,
New Nickname for our Little Manager... lol
Kaeren.....genius.
Dillionaire, got to be done!
Still in shock at our market cap after being awarded a 600m contract. Part shock part anger
I know you feel you have had to change your handle recently Airlineboy,
but for me you couldn't do better than Dillionaire, and we would all understand why you did!
We may have a joke p/e at present, but in any takeover negotiations, the companies true value will be insisted upon by the Bod IMO.
It feel it is the job of the BoD to make acquisitions that ensure NCYT continues to make good profits beyond the end of the pandemic. - (whenever that might be!)
Dillionaire Kaeren! LOVE IT!! Lol
I totally agree with you. So many in this chat room speculate about t/o hoping they can make stupid£, yes it’s happened before but I don’t think it’s what GM is interested in. He has a chance to build his empire!! Slow and easy does it, I’m holding onto my 40,000 shares for the foreseeable.
If this continues being kept so low. It is 100% a prime TGT for a takeover.
When looking for takeover targets companies try to find something significantly undervalued with an income that has growth. What company has that? I wonder.
With this new tender the P/E is closer to 1.5, an absolute joke. The problem is I don’t think GM wants that to happen as he has his own vision for the company. Therefore it would have to be a hostile takeover or a very good offer.
Thanks Airlineboy and Dillionaire.
Take a look at it if you haven't had the chance so far: https://www.youtube.com/watch?v=amjoVe7ihck&feature=youtu.be
Acquisition is most certainly on their mind Weathergeek as was confirmed in the AGM.
Have you not read any of the rns', or watched the recent agm?
I wonder if an acquisistion would be on the BOD's mind going forward. Certainly would have the cash to buy some cash generating businesses in the same sector. I do however think NCYT being taken over by a top 5 pharma is more likely though.
The CFO at the AGM confirmed that 80%+ margins will continue with new contract.
Yes lets say NHS negotiated hard due to the size of the contract so Gross Margin is 30%
Part 1 of the contract is EBITDA £75m / 71 NOSH = ~ £0.25 p into this ears EPS to Dec 31st and say £0.75 into next.
If Part 2 is then called probably + £0.50 into next year and £0.50 into year after.
That's getting to be quite visible cashflow / earnings and so a rerating must be due - although the market is still sceptical that revenues in the CV-19 space will remain.
Also I have said this before - some evidence of real market entry into USA will make a huge difference too, and may point towards a NASDAQ listing in 18 months ish.
Thanks.
if a rns in France ,with more shares being held their ,might see a good rerate
hoping that rns is released to see how ncyt moves
I keep having to look to see if I’m seeing this correctly. Just don't add up.
Is worth this without the £250m new contract + phase 2 could be invoked to +£0.5b.
GM we need something to please the French. Clearly supporting UK DHSC still not over exciting them.