The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Alanrory, on the pcr test Ygen should be great on price as they control costs from start to finish + the sequencing. No other company can do this apparently.
As a one stop shop then that must be a big plus and makes it easier to order all under one roof.
We know they have govt contacts/contracts with NIPT and DPYD products. Not sure if that will help at all?
I know it will stand them in good stead already being a govt supplier, so are a known company and they have a good record to date.
Not sure how well they will do with other aspects of the four lots, but at least they are there, ready, willing and able.
Bakky
In my expetience government framework agreements once on them are all about:
Price-- i.e. not being too different between tenderers.
Relationship- -making life easy for an order to be placed and complying with terms to the letter of the agreement.
Previous dealings-- with the authority awarding contract.
With that said i do not see why we should not at least initially be able to get a reasonably fair % of the available contracts - and then its all down to delivery !!
not impossible at all. Some of those govt contracts will be fairly hefty for some, why not Ygen? I am a little surprised they still call for pcr tests on all four lots. Not a problem. Ygen do a decent one by all accounts, all in house too, which might help the buying process.
That would be more than welcome and not impossible. I think we all deserve it.
it will probably take a £25m + order to shift this? lol
That's what keeps me here Bakky, it almost defies logic that Ygen won't burst in to life at some point.
Still, we wait and we hope. I'm confident it will tun in our favour and when it does it will be glorious.
I think that core business will bounce back quite a bit this year. Especially in the US now that nipt is being covered by insurance companies for all pregnancies, not just high risk.
I do also think that Ygen has a massive opportunity near term with the govt framework agreement. I just cannot see how Ygen won't win a decent share of the spoils after making it onto all four lots. We are up against only 8 others on one £2.5 Billion lot. Surely it must happen,....then again????
Colin, for transparency since you've commented on my crypto trading I still hold 50k ADA. You can check the price periodically and you can mock me when it drops and I guess if it rises you can remain silent or be civil. I'll let you know when I sell and you can judge if I'm a bullchitter or genuine. Price as of now is is $2.06c I've held since 3c. I'm holding for $5 but will reassess if required. Lets see.
Hi again Colin,
No, I'm certainly not the top trader as you can clearly see. Did I close a very good trade recently? Yes, I did. I have done lots of great trades over the years and I've also made some horrendous mistakes. It's all part and parcel of the game. We try and refine the strategy and hope we can learn from our mistakes.
Market makers have nothing to do with it? not sure how they could be eating out of my hand or what that even means. I did however get stiffed by the market makers with £5k in fees when I exited my crypto trade but that's part and parcel of the crypto world. High risk, high reward. It's another one where you need to throw caution to the wind as it's much more riskier than the stock market and only invest what you can afford to lose.
Correct, investing ygen has not been one of my better decisions but I have not written it off yet.
Anything else you want to know Colin?
So Mr 50p by Christmas would like us all believe he’s the top trader on here and he has the market makers eating out of his hand, I’m just wondering why you’re hanging around investing here and sitting (like most) on a loss.
Surely Mr 50p you tell us you buy low and sell high, but all I can see here is you’ve bought high and your losing money and have been for a long time now.
I don’t get it unless it’s BS.