Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video 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.
Hopefully it ramps it as intended, but doubt it. Their February 2021 note looks absolutely laughable, and no reason to believe this one is any more accurate.
Nellie …weird post
The irony is that the three recommends are probably from those on here much more than me and who post at weekends!
Not really. You have lost your balls here so why not at Sng. You are manipulative in such a way that you make it look as if you are helping others but you are only helping yourself
how on earth am I helping myself? Sounds like you are the one with your balls on the line as you so eloquently put it on SNG and NCYT. Odd to keep bringing up yours and other balls though in most posts:-
"Don't patronise me Woodstock. I have my balls on the line here but am sick and tired of hearing all the baseless predictions"
Strange isn't it Nellie. Its fine for you not to like 'baseless predictions', yet on another share, you attack me for also not liking baseless predictions. Get yourself back over to SNG or ill take my hobby over there too.
You are sad. Me, I don't really care win or lose. See you at Sng. You need to do more research to go there
So your hobby is being a prick on share chat board?
I guess that was aimed at me mostin
I look forward to seeing a breakdown of the £4.10 target.
FY22
Covid rev £42m
Non covid base revenue £16m + uplift for Q4 £2m
So total revenue £60m
EBITDA 30% £18m
FY23
Covid rev £21m
Non covid base £20m
Non covid uplift FY £9m
Total £50m
EBITDA 30% = £15m
FY24 and onwards
Covid Revenue £10m
Non covid base revenue £40m
Total revenue £50m
EBITDA £15m
FY25
Revenue stabilises at £50m
EBITDA £15m
So if we can produce a consistent £15m EBITDA per annum, applying a industry standard of say 20 puts us at £300m mcap + the £100m cash puts us at £400m or £5.63.
So the question is, can we use our Covid platform to build a consistent £15m annual profit?
Personally, I think DA will be targeting a lot more than £15m but just putting some perspective on today's SP. £15m annual profit is a 2 bagger from here.
No aimed the the BigyellowPrick
name calling, lost the argument already 44 year old Mostin
That's a relief. Didn't think I deserved that. He ia an aggressive manipulative person
Nellie, you think I am aggressive. Take a look at this guys history:-
https://www.lse.co.uk/profiles/mostin76/
Recall poster last year very vociferous check others posting history, suddenly went off the rails....just saying.
Yes Nellie, I think he has anger management problems
DRB your optimism is a shining light here. Fwiw I don’t think you’re porky or a ramper, but struggle to share the same enthusiasm!
Appreciate that PI100. Fwiw you are correct. The Porky accusations get a little annoying after several months.
I get we're all under water here but a profit making company with £100m cash at a EV of less than £30m is ludicrous. The SP could do anything tomorrow but if it does go down to 150 then I'll be scraping whatever I can together to make a purchase. Imo it is a temporary short term obliteration of the SP due primarily to sentiment. It's more than priced in now so in the very near future I expect to see some blue days.
Byp, let's call it a day. I have nothing against you. We all are sick and tired of this company.
Annual £15m EBITDA does not fit with the target for becoming a Mid Cap. I guess once we factor in new products, new markets, global expansion, possible M&A.....anything is possible.
David's previous company experienced rapid growth in revenue under his tenure:
Amyrt Pharma Revenue:
2017 $1.5m
2018 $16.5m
2019 $58.1m
2020 $182.6
2021 $224m (est)
2022 $341.1m (est)
Don't for one moment believe that David is targeting £50m annual revenue for Novacyt.
Let's take my forecast one step further and say we spend the £100m cash in order to achieve the consistent £15m EBITDA. So now we just have £300mcap or £4.22. More in line with Numis and still more than a bag from these prices.
My point exactly Neil. That's why I'll try to buy what I can. I've committed way more than I wanted to with ncyt but if I was willing to buy at multiples of where we are today then missing these prices would be a regret. Nothing is guaranteed on AIM and I am aware that the risk is mine and so is the responsibility.
If DA had a philanthropist moment tomorrow and gave all of our cash away, we would be valued the same as ODX and ABX.
Just let that sink in.
DRB…..a bag from here? We have been de-bagged in only 17 trading days! I’ve lost way too much to care about £4 or £8 per share for that matter. ISAs and SIPPs down the drain. There is no chance of those prices ever returning. The company will spend that £100m in no time.
neilrich3,your post at 19.20 pm,can you repost every hour to shut the non believers up.GLA.