Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. Watch the video here.
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Fair article. Main concern is probably one we all share - “ There is one key thing that does concern me though. Covid products contributed 86% of Novacyt’s revenue in 2021. That’s down from a 95% figure in 2020.”
I have never said any such thing. Maybe some post of mine wasn't clear. I think there is a high likelihood of a JV .
I had one communication with you on twitter because you kept talking to me although we weren't having a conversation. In that post I made it quite clear.
https://twitter.com/KaerenH/status/1504896588929507330?s=20&t=aUBwPJfb0M82-THf9LDRqA
Obviously a subject of great interest to DA?????????????????
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I've read a number of articles and responses to the same that appear to suggest a reasonable amount of the legal profession see the GLP as a right nuisance bordering on being meddling b'stards.
Seems like a reasonably balanced artcile to me and good description of why we're in the limbo we're currently in.
Information about where the company is going is key. Not where it's been. Hence the seeming lack of interest to the wider market.
Valju…….let’s take your 160p then and let’s say we have a stonkingly good RNS on Thursday. So let’s say we get a massive 50 percent uprise in that day. 160p plus 50 percent puts us at the dizzy heights of 240p. It was 246p just two weeks ago on the 4th April. Then what, new investors then sell on that spike.
Why can’t people be truthful here and accept that the board are fecking useless, tell them and force them out. This company is utter ****e and the same price as it was over two years ago. Let’s wait another 6 months though yeah and then another 6 months when that comes, oh and then we will be close to being half way through the LTIP and then people will be saying just wait 1 more year then it has to go up because the BoD have skin in the game. Only to find out by then the £100m has all been spent, DHSC is still ongoing and the board still don’t have a fecking clue.
Kira001 , what are you disagreeing with ? I'm confused , who are you responding to.
The volume traded has been too thin this week for Bio to make any changes.
The Algo bots are buying though ;)
It’s nice to see mr RAMP aka DRB trying to polish a turd!
I'm sure most of you will turn your nose up at a motley fool article but this contributor is generally very risk averse and doesn't promote AIM small caps very often so this all in all is a fairly positive article considering:
https://www.fool.co.uk/2022/04/22/is-the-novacyt-lonncyt-share-price-now-a-screaming-buy/
Then why go above it? like I said you are being hopeful? and imo 160/70 Mon... rest of week depends on info / rns releases, prior to 28th and if not good then it is anyones guess?
Although IF it is very good, then it will be anyones guess is to where it will reach?
Like I have said all along, regret jumping back into aim, if it hits 4and1/2 ever again, Im gone!
#youwillmissme lololol #likeaholeinthehead :)
So a few days ago @byp you said you bought another £10k, since it's fallen a good 10% and now you're telling others to wait for 145p - rollercoaster of emotions you are you poor thing!
Valju…….it was 136 on the 6th March , what makes you think that, that fairly recent number won’t be reached? Let me guess, because the CEO and CFO bought at 202?. They don’t care , they can’t sell and won’t sell until they ramp the share in 30 months time for the LTIP. I mean we can’t mention GM and the other PDMRs buying in at 800p as that is apparently no longer relevant! Anyone know what the 50DMA was that needed to hold?
lol. I honestly thought, 160/70 but 145 imo that is a Big Yellow PorkiePie #toooo-low
Yep, buy the dip, not at 195, but 145.
HC - actually, you’ll be shocked to hear, I had no intention of saying such. I agree with DRB that it’s just a traders dream, I’ve said for months and months it’s just a traders share now. It still is. There’s no serious long term value for a new investor but at £1.90 and whatever it is next week (£1.80/£1.70 etc) it’s probably great for a quick 10-30% profit. In the mid to high £1’s it probably has a bit of value. I come from the angle of being a longer term holder in at a much higher average so it’s natural to be negative as I, along with many others, won’t be seeing a good chunk of our initial outlay again. If you’ve got the money for a good few trades at £1.70-£2 it could well represent some value as it’ll no doubt hit £2.50 again before the next drop.
If Biosynex were to do such a thing it would be a clear indication that they are interested in a buy out not a joint venture. If a jv is on the cards and the two companies are in active communication then it does nothing to enhance the relationship messing about with the share price. As usual time will tell. The fact Bio have bought is a positive. Open acknowledgement in the market that they either believe share price will rise or Novacyt has something they need / want.
More interested in what Nova are or are not, doing about it... ?
Do you not think it's possible that this time around they are skirting around the rules a bit more? They saw what happened the first couple of times they reported the crossing of a threshold promptly, it basically priced them out of accumulating more. Seeing as entities flout the rules around timely reporting constantly I still think it's possible they are steadily accumulating only to find out in the next TR1 that they are on 8% or 9% or even higher.
If Biosynex wanted more shares, then I think one option that they could consider would be the following:-
1/ Build up a share holding during February and early March.
2/Then their brokers trade within the same percent range (5.01-5.99%) for 4 weeks and kill off the volume.
3/Then the final few weeks prior to results, slowly drop the price.
4/End of today, advise Novacyt as of 22nd April that their holding has reduced down to 4%.
5/Novacyt RNS holding on Monday or Tuesday (other three RNSs have taken up to two days to tell market).
6/Market gets spooked, price goes down further
7/ On 27th and 28th, Biosynex buy back and then increase holding over the next week to 10%
Otherwise not sure what they are doing here.
DRB83 and HarChris totally agree. In fact when the share price shenanigans are so crazy it gives me confidence! The 2.50 at the open yesterday and the daily grind down led me to go in with another 2,000 shares at 1.97 today. Do your own research and as Oddball says “Have a little faith baby”.
Exactly. Potential upside massively outweighs the potential downsides.
If you believe in the company, if you believe in the bod and their actions, if you believe in your gut, then
Buy the dip, as they say. If it all goes south from here for what ever reason. Own your decision. I do and I'm in massively here. I've believed in the business for over 18 months and still do to this day.
- will you continue to develop RUO tests - less profitable and small batches, or are you going to focus on CE-IVD products ?
- what other opportunities did you identify ?
M&A :
- Have you any contact with biosynex ? If yes, please explain what is the goal of all this.
- for more than one year, you tell you have targets to acquire. Still nothing. So whats next ?
- do you still target growing through external acquisitions or now more through organic Growth ?
- Are you thinking about selling parts/ subsidiaires of the co' that are making not enough money, or are less interesting for the future etc ?
Production and products :
- How much covid tests do you produce At the moment ?
- How much non-covid tests do you produce At the moment ?
- same for Qs.
- same for co-prep.
- sells ?
To learn more about coprep would be nice...
- Is it still worthy to have such an extended range of covid products ?
- are you confident, and how do you think you Can sell more non covid products in the future, and not go back Were you were 3 years ago,...struggling...
- what happend to the LFTs ? They werent mentionned in the awaiting CTDA update. Can you tell more ?
Company related :
- are you still planning to regroup the various entities of novacyt group ?
- when do you make a clean website regrouping all your products ?
- What unmet needs did you identify ?
- how are covid sales evolving since january ?
- how are non covid sales evolving since january ?
- "In the future you will see the company innovate in other conditions in infectious disease. " DA. So, is the future now ? Can you add anything ?
- there is one general manager for the US for a Year now. What Can you tell about US ?
- you seem from your last interview, that you are more focusing on EU to start. Is that correct ? How is it going ? You now have a sales manager based in Germany, one in italy. Have you others ? Whats next ?
- it seems that you have made some New white label agreement Somewhere in Asia (??), Can you tell something about it ? Scale, durability, etc ?
- are there any other important, large, customers ?
- Have you continued discussions with dhsc ? Are they still ongoing ? Or like odx, no more contact for a while ? Anything else to ad on that matter ?
Thank you for reading and taking note of what we would like to read and hear thursday.
Kind regards,
Larry
PS : please confirm you recieved this mail and if you share it with the BoD.
PS 2 : sorry for the english errors i surely did, but you should understand what i said imo.
PS 3 : i will post copies of this mail on social medias.
For what it's worth :
-----------
Hello Mandy,
Here i share you a multitude of questions i would, as around 30-40 other fellow - french, english and from various countries - shareholders, hear an answer to in the strategy update coming with the results, or in the webinar that is coming After.
Some questions may be rebarbative or linked in various topics.
I would like you to share those with the BoD.
Surely some questions will naturaly be answered in the strategy update. Though, it may help you to identify other things shareholders would like to hear.
To finish my comment before the below questions, i would like to mention one last thing.
As you, David Allmond, surely heard, shareholders found your first interview pretty poor. From the content of the interview, as for the appearance.
I would like to remember that you still have many shareholders that came way before you, have/had trust in this company and its ability to grow, but have had a very bad year with the feeled absence of correct communication towards us, which brought the SP to collapse and made loose Big money.
In fine, to Say that this update is very awaited, that you and the strategy will be scrutinized, and that the content of it should be very dense and precise. If not, you might loose some of the last mohicans.
So here are now the questions :
Stock related :
- How do you see the fair value of the company evolving, in regards with your ltip plan and the SP that must be achieved to have 100% of the ltip in 3 years ?
- how will you bring ii's in the boat ?
- Do you really still think the communication you have towards shareholders is sufficient ? For RNS, but also on twitter for example.
- will you give more attention to your french shareholders who arent speaking english ? (Efforts like subtitles in the webinar)
- The answer given by IR to why not RNS the launch of co-prep via rns was found by shareholders insulting. Rnsd in 2021 in a R&D update, for memory. What have you to Say to that ?
R&D related :
- Are you still working on New covid related tests ? And what are they ?
- New non covid tests are planed in Q4 : what are those ? How did you choose to develop them (market analysis ?) How much income per year could be targeted with those ? Are you confident that they will Come in Q4 (no delays as often...?)
- have you found the New staff you Were looking for to analyse the tests that you will have to develop ? (There are still 2 important jobs avaiable on your website)
- are the q4 tests PROmate ones ? If no, when do you think you could do that ?
- when will versalab portable officialy become non-covid wallet ? (I Saw a brochure already from Ukraine...)
- co-prep is At the moment designed for PROmate covid test. When Will it evolve ?
- We Heard about a 10min test through Gemma Stokes. Is that real ? What, when,... ?
- If i tell oncology, and cancer diagnostics : what Can you tell us ?