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@whatnonewsyet IF an official stated interest is put forward to the company they are duty bound to report it. However, it doesn't always work like that. Often you have "unofficial approaches" we know that GM had such an approach last year which he declined. So lets say that "unofficially" I'm interested in company A" i don't want the SP to rally before i have put my bid in and its accepted but i want to ensure support for my bid when do i table one. I may look at the IIs involved and it may be that BlackRock have helped me on previous deals, so i say to black rock "unofficially" that im looking at company "A". Black rock then start buying, mms help keep the SP in a tight range whilst they add. Then once the company accounts are ready and i know what the full position is and my offer i then put forward a bid. Next thing the market sees is an RNS saying "We have been approached by X they are considering a bid at X increase on the closing price on Y date" deal consists of cash/ shares whatever.
Its total speculation and may well be that this is not the case DYOR
However, imo the recent SP manipulation and behaviour of the business points to something not quite right but we will see. If black Rock come in as expected at 5%+ you could argue its a sound investment choice and nothing more however, if they increase to 8% or above i would say that it has more chance of being related to a potential acquisition deal as we have seen similar situations before. GLA
@Porky9, help me out here. If an offer is made then GM would have to notify the shareholders for approval? At the moment private investors hold sway. This stuff is above my pay grade. Clearly many tricks can be played here by an acquirer to get the company cheaply. The only thing we can count on is that there is more than one suitor for a company that has no debt, cash sloshing about in the coffers, great products a very good relationship with DHSC, getting a foothold in US, POC devices coming into their own, PCR tests that are beating others, What is not to like. All this talk on the board is designed to unnerve the small guy. This is attrition to grind the PIs out. Time for contract news to land and stop buy out rumours.
Porky, I agree. No need for insults. We're all comrades here, fighting the same fight.
Soder, if you disagree with anyone, please tell us what you think and include your reasoning, if at all possible. Feelings or hunches are also welcome. But, please keep it civil - life is tough enough as it is.
I've stated this in another post below, but it's relevant here as well.
I would like an offer the board recommends, at a much later date, when turnover of genomic sequencing products is much higher. Any offer now is not likely to be recommended, because those same genomic sequencing products have not had traction time to prove they are truly market disrupting, thus adding value.
The BoD wouldn’t accept anything under the 52 week high especially when they know the value of the business. A lot may have happened since Jan. For an informal / formal offer it would be seen as taking the p*ss.
What’s the concerning issue is if a hostile takeover were to occur.
So you don't think a bidder would try and take advantage of this weak SP? Instead you think they'll play nice and fair and offer what we think the company's worth? You think they'll say 'the market is valuing you at £500m but would you take £2 billion?'
EXMEX Your Post "Welcome back ShaunP, last night you raised the question about the prevalence of pulmonary aspergillosis. From what I can see in this report from the CDC it effects between 20 and30% of critically ill patients on ventilator's. Numerous report's link the increase to the greater use of steroids used in fighting covid19. https://wwwnc.cdc.gov/eid/article/27/1/20-2896_article" *************************************** Thanks EXMEX, very good article , excellent researching, added to the research documentation Looks as if there could be a "substantial demand" for this new innovative assay panel. We, Novacytians, can look forward it's launch, hopefully in not the too long distance
HarChris, thank for the explanation. I had my tongue firmly in my cheek with my last comment. Just having a glass of wine and wanting to cheer myself up after another depressing sp performance day. I agree with you though - we're more likely to get an offer if the sp is low but it's a big IF.
Scaredie that's not what I'm saying, the lower the SP the more likely a bid comes in on the cheap. All the while the SP struggles to break £7 we aren't getting an offer of £20, let alone £30... More likely a cheeky attempt to take out ncyt for under a billion.
You don't usually see offers 200% of the current share price!
Bing....yes you are correct, GM mentioned it in a interview with Times! Which makes me think, has he done a news paper interview since? Anyway to rumour, at least it would generate some excitement, got to be better then looking at a sp of £7...lol
Porky you are so full of ****. It’s embarrassing to read. Are blackrock at activist investor that does what you are saying? Let me answer that for you, NO. They are just passive real money. They are not Elliot or Carl Icahn or third point or Pershing. Maybe you could spend more time getting smart instead of talking absolute junk on here.
Bing.....there was rumours last March of a to....but only on this board! No one back then had really heard of ncyt....fast forward a year, and still most people haven't heard of them yet! Lol....at least it would generate some excitement! Instead of counting how many milk bottles get delivered to their offices and then logging on it a spreadsheet and getting all excited because they increase their order by one bottle a day lol