The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Incredible numbers nothing more to say.
Not to positive!? Are you for real?
Found this article updates the last:
06.05.2021 - New concerns as Indian Covid variant clusters found across England
https://www.theguardian.com/world/2021/may/06/new-concerns-indian-covid-variant-clusters-found-across-england-ongoing-risk-high
Shaun,
I'm just praying for a decent summer now, where people can meet and relax outside.
By mid-May we should be able to count on enough good weather to minimise numbers of infections.
I don't think authorities are being strait with us about the severity or transmissibility of the Indian variant, because the Indian govnt is not doing enough to keep good records about hot spots, infections, ICU admissions, and deaths.
My worst fear is that something more potent than the Indian variant develops.
I always thought WHO were responsible for grading a variant as VoC or VUI.
If I am right, then I'd like Boris / SAGE etc to take responsibility and make the Indian variant a VoC, complete with all the surge testing and targeted testing.
We've had the elections, so now it's time to show leadership and do what is necessary to attempt to get the genie back in the bottle without recourse to lockdowns.
04.05.2021 - https://www.theguardian.com/world/2021/may/04/no-surge-testing-for-india-variants-despite-han****-pledge
Down 2%
Genuine question if we have clear sight of 191 Million from govt contracts EXCLUDING disputed contracts and excluding any other earnings, mainly highlighted once markets are closed. Reaction tomorrow?
ak_gabba, thanks for the link . From what I can see it looks very much like the payment for lab facilities on the top line could well be for running the care homes clinical trial at the Blizzard Institute. This started late July and ran till late September-early October.
mapper99,
they appear to be releasing a few months at the same time now. i think it could 2 or 3 months before the next ones are released however we don't have a current contract with DHSC and the framework has changed. i'm unsure if further sales into the NHS network will be covered through DHSC spending.
ak_gabba. Good breakdown by category. We need to see March data and then we can see long term pattern. I wonder when they get released.
Unable to paste the details in here as the formatting goes all wrong. Twitter displays it better.
https://twitter.com/ak_gabba/status/1390387638960537604
Hope the Govts that we have contracts with have more integrity than the present incumbents here.
ValJu. Dividend is only relevant if we have nothing left to spend cash on. Like supermarkets with 0% R&D. Novacyt is all about research. They just need to commercialise as they go along. Keep the revenue flowing in.
Shhhh Bluelight. Don't scream too loud. We don't want everyone to hear. Just build up gradually.
screaming divi !!
OK so revenue in 2021. Let's assume no UK gov income even though we are still on frameworks etc. So 36m q1 private sales x 4, plus Conservative 30m from new product range. Plus 1m lft a week in 2nd half (no idea on profit margin but let's use £1 a test). That alone is 200m income, of which a high percentage c80% is pure profit. Screaming buy
: < )
lol of course not. this is novacyt!
Does anyone have an idea who those governments are?
Was having another read of the January RNS and this line caught the eye
It has secured significant contracts with national governments.
governments = Plural
significant = ££££
Bluelight. What a lovely idea!
A few more months and they can give us a 100% divi with current cash, and give us a risk free investment, oh how I'd love to see the shorts faces if they did that
Possible £200M Cash in hand...+++++++++++++ NO BLOODY DEBT,SP £412, and dropping.C,mon Market wake up and smell the Coffee.Tomorrow would be a fine time to start sniffing.
From the spreadsheets from the government site it looks like PD has invoiced about £191M of sales to DHSC. Using an assumption of 6 week settlement of these would match the numbers given in the Full year 2020 report and the Q1 TU, and would suggest that other sales amount to £50M-60M from overseas and private sales. if we extrapolate this for the rest of the year, doesn't that suggest EBITDA of £190M and cash in hand of £200M. Which further destroys the current SP. Am I completely wrong?