The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Thanks for correction Phoenix.
Indeed. Minded to stick around before reducing too.
Dan suggests US NIPT contract is worth 25 millions. I think I will stick around here for a bit then. GLA
https://twitter.com/brokermandaniel/status/1383391873369198594?s=21
https://twitter.com/brokermandaniel/status/1383426145362710528?s=21
3 contracts in pipeline??
Twix contract is for 4 years. May be the company will announce actual size of the contract?
Somehow, I don't think this will open 15p on Monday.
JAdam
Sure that's agreed it's not how it works and we don't know any split per company of the 3 Billion, but don't forget that even if it were your 26.7m that's over 5 years, so 5.3m/year. Still nice indeed!
Just mentioning......
From highs of 7p ish MHC is at 5p ish. They have a huge Boots contract and Boots counterpart in USA is Walgreens who will be signing deal next. Plus another 5 billion contracts will be declared soon. We do have some overlap between YGEN and MHC. so my money will be MHC next. On Monday if now news on MHC Just on anticipation of big news plus YGEN profits will give MHC a solid boost.
Get in massive achievement sell mhc profits into ygen?
Fantastic stuff!!!! Let the weekend whip this up a bit for Monday morning.
Lates Dan tweet:
I’m now confirming 1st of several #YGEN Gov #Covid contracts awarded to #YGEN as per Gov website
Twix let’s hope 1. and 3. are not the same - great to be on this framework agreement but no value attached to it (unless more details in RNS but then when have we been known for detail).
Hoping for a dedicated covid related DHSC contract as they are accompanied with a contract value.
Good find.
I suppose we should have this in rns confirmation Monday as award notice issued yesterday.
Wonder if the list is in any order as its NOT alphabetical. Just hope it's not in award volume or value order as we're last!
I guess we can expect up to 4 rns this week
1. Covid related as per Dan and TW
2. US contract as per Dan
3. This diagnostic goods and services
4. Trading Update
Of course 1 and 3 maybe the same/related.
Surely we have to get at least 2 rns this coming week and could be a festive bonanza.