The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Carillion come to mind lol
Awfully sorry to hurt your feelings editor in chief CooperD, but I was replying to a post re the nature of multibaggers in general. To the extent that you find my contribution unworthy, I suggest you either report me, or block me.
Despite your attempt of censorship, it’s still a relatively free country ;-)
Cringing,
not interested in other stocks being pumped on this thread hence me pmsl
no need to reply, just stating my position.
Yeah CooperD, multibagging isn’t something YGEN holders seem to care much about ;-)
I reckon YGEN possibly have produced the flattest line of any U.K. listed company over last 6 month. And unless the long awaited ????? TU makes an exception from the habit of publishing fantastic news with no material impact, the flatlining may will continue for quite a while...
Flatlining is however better than most plc’s have fared this year. Unless of course, they are in the diagnostics industry :-))))))
pmsl
B F D
Ocado is 60x what it was 10y ago. (Thank you very much !!!)
Kier (KIE) at the moment is a highly depressed share due to debt. They are raking in contracts like crazy, has built 2 or 3 Nightingale Hospitals, massive involvement in HS2, the govt goto suppliers of new & refurbished hospitals, will turn over probably near £10bn in 2020, yet market cap currently less than £100m as the share is totally unloved. Yes, they do owe money (£400m ish) after many years of mismanagement, but new (2019) managemrnt team totally on top of issues. That’s how multi-bagger opportunities arise !!!!!!
Exactly Pacman1 ... and the start of the AMS run-up was when they were waiting for and eventually received FDA for Liquiband and started being able to market their wares in the US ... sounds familiar.
Good article about finding baggers on aim. We are not mentioned but there is a paragraph that applies to us:-
Buying shares when a company has been losing money, but it is approaching profitability can be a good strategy. The Advanced Medical Solutions (LSE:AMS) share price is 14 times the level it was 20 years ago. The woundcare products developer took many years to make a profit, but once it was covering its overheads the rising revenues increasingly fell through to profit. This fuelled the share price rise.
We are on the cusp of this.
https://www.ii.co.uk/analysis-commentary/finding-10-bagger-shares-aim-ii513923
Yes the Align research notes are very positive even allowing for a little bias. I too wonder at how much of the £42 is actual profit - maybe £25? The other point i was thinking about was that it seems extremely accurate and I wonder about international/export opportunities (and no, I don't mean Wales!) Any body any ideas?
I think we're well aware it's not all profit Burton. We won't know about the figures until we get results at year end. Align research note reckons that out of a £130 Caxton test around £42 comes to Ygen. What they pay out of that figure we don't know yet. That of course is the private end of things, govt work pricing will be a bit keener one would think. Either way it's all good 'extra' income!
Align Research assumes £42 per test providing an annualised £5m for 10k per month.
http://www.alignresearch.co.uk/cpt-company/yourgene-health/
Don't all shout, I've been here well over a year, nearer 2 i think without checking.
what do people think the margin will be for the company when it comes to covid testing. If some private individual pays, lets say £120 for a test..then how much does the outfit drawing the blood take?....how much does the courier get?.....how much does the lab cost to run the test? etc etc etc There are a shed load of costs involved.
What I'm trying to say, is that 10,000 tests in a month multiplied by say £120, does not drop onto the bottom line.
Whilst I'm excited about the testing, I'm trying to keep my feet on the ground.