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I can appreciate that the company thinks no real investor returns will happen until 2021. I’d argue the diagnostics marked is becoming an increasingly cluttered playing field and will be forever changed by CoVid with something like 4-500 companies fighting for gov testing budgets globally, many of whom are new and undoubtedly will venture way beyond CoVid for longterm survival. Where that will leave YGEN we apparently will have to wait to 2021 to see. As we aren’t reassured by a steady climb of SP, I guess we have to lean on the dreaded investor faith in the company, and dismiss the SP performance in relation to news flow as persistently odd abnormalities. Strange things do happen.....
Who knows to be honest. I recall some posters here (e.g. ghia) had been commenting on the sp movements since April. It could be that the acquisition was scheduled earlier in the year and COVID has distracted the Company hence the placing being known for some time.
To be honest share dilution is not the issue but Free Float is. So looking forward the question is whether this will contract with the current volume or be expanded by further placings done in the same nature. Usually there's a pump before an acquisition however which has never happened here. The continued tight trading pattern and sp suggests some more background news to come. It would genuinely amaze me that continued organic growth would be allowed as this just increases the eventual take-out but we would have to see what happens before Year End.
lol Jadam great analysis but I wouldn't waste your time. Most PIs left are LTHs and are heavily loaded here for reasons now understood and will not genuinely engage. Cue the highly aggressive nature of this BB nowadays which demands one be a zealot accompanied by casually slipped investment horizons and selective sp analysis . The thing which you left off your list is the lack of volume. Despite the various analysis and marketing efforts the volume has remained low. Usually with such persistent lack of volume you would see the MMs drop the Ask to stimulate demand etc. Surprisingly the sp has held up with a floor established at this level on quiet days. Even on days with RNS are issued the the volume is relative to the cumulative news given but same sp as a quiet day. Given the shares in circulation the idea that individual PIs selling into a spike is to blame seems a simplistic idea. It could just be that some feelers went out to ask who would fund the acquisition drive and as this was known any news was forward sold for the last few months and nothing more than that. The placing being done at a discounted price then to fair value. However with the acquisition placing now over the analysis and news yesterday should have had another reaction with more IIs coming on-board who were not involved in the placing. The sp trading pattern remains odd and so I suspect more is still happening in the back.
Investment horizons have slipped again yet still hopeful to find news of where the excess capital raised will go before the AGM to provide some cheer. Thereafter the Half Year trading update in October and the much-awaited Quarterly update which will come just in time to coincide with the Chancellor's hard times forecast. Lovely.
Unfortunately, Lyn has no control of when people buy or sell, or indeed at what price those trades take place! The fact is, the buyers are sellers have been pretty much balanced and spikes have been sold into, mainly by PI's trading (IMO). Once this pattern starts repeating, expectations drop and it again becomes self-fulfilling with everyone trying to sell into the spike. ... Despite that, the SP has held up pretty well considering the global pandemic that has destroyed the MCAP of many other companies, and for that we should at least be relieved.
.. and on the subject of mortgaging the house ... well, I haven't gone that far but a big chunk of my SIPP & ISA are invested here, so I'm very keen to see the value and growth package we have be realised by the market!
30% growth PA for the next few years, excluding any Covid income .. it will come good ...
On the 25th March we hit a high of 25p today we are at 17p or thereabouts and since the 25th March we have had;
1. RNS contract Manufacturing agreement with NCYT. 2. RNS positive presentation on 'adapting during crisis' 3. RNS year eand trading update - Revenues increase 86% 4. RNS Covid-19 testing service launch and a business update. 5. RNS CE-IVD mark received for illumina-based IONA test 6. RNS Collaboration in COVID-19 testing (caxton) 7. RNS Covid-19 assay launched 8. RNS appointment of Joint Broker 9. CE-IVD Mark for ClarigeneT Sars-Cov-2 test 10. £16.15m placing at zero discount and acquisition 11. TGA approval in Australia for IONA Nx sale
All RNS'd. Now I consider any one of these good news, put together as a group, I would consider the group as just so spectacular as to consider than if someone told me we would get all that in a 4 month window I would have laughed at them then called them a dreamer. If I believed it, I would have mortgaged my house and bought nothing but ygen and await the absolute huge SP rise.
Well there you go, proof that truth is stranger than fiction.
Truro before I go out for the day, not disputing your figures but you answer my question by saying 20% up in 6 months, figures can be manipulated any which way. I could reply 15% down in the last 3 months but what’s the point.
Anyway I’m out of here until tonight, got to stop posting, don’t like seeing more BB posts than share trades haha.
Truro Probably doesn’t make to much difference what questions are asked, look at politicians they often get battered by good interviewers and yet they hardly ever or never answer the questions honestly.
Will be the same at the upper coming AGM, my question would be will the questions be asked honestly, honestly being the key word.
I’m a man if it’s good news let’s have it, if it’s bad news lave have that also.
PS. It is one thing to post stuff on this board but in question 2 you have asked him if he is of the opinion that YGEN or the II's are committing an illegal act by manipulating the SP. Might not get the response you hoped!
You do have a point ColSoul but the questions are to easy to answer as follows:-
1. Read the align research report that Steve67 provided the link for. The info is extremely technical and how do you actually promote that in an efficient and cost effective manner?
2. 20% SP increase in the last 6 months. 50% in the last 12.
3. Caxton are doing just that. Covid-19 tests are coming on the market on almost a daily basis. There is no clear way to stand out without a major and costly, both in cash and time, advertising/promotion exercise.
I have just re-read some of the align research report. The progress since Ree's joined 2 years ago is clearly laid out. More power to his elbow I say
I am a private investor holding a a reasonable amount of shares in Yourgene Health, I have concerns and wondered if you would take the time to answer a few questions.
1) The recent share placing to the the institutions was completed this week and as we all know the placing was over subscribed meaning the institutions were briefed with some positive news of where we are and what’s next going forward. Why is this information not given to us private investors and the wider public?.
2) Do you think the SP is being manipulated?. I and other private investors cannot understand how over the last 6 months we have had numerous good and exceptional news releases (RNS) but the SP doesn’t move, in fact the SP nearly always falls on an RNS, something I am not use to seeing with my other investments.
3) I personally feel the company is not being promoted correctly, for example we now have a Covid test kit in our armoury but not once have I seen or heard anyone that is not a shareholder mention Yourgene Health as a Covid player. Who is supposed to be promoting the company?, are you happy with their performance? and what plans do you have to promote Yourgene in the future.