We would love to hear your thoughts about our site and services, please take our survey 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.
I was expecting the shorters to appear getting worried now!
So you keep saying seadoc. Seem very active today. Maybe you should have closed all of it at the low. Only got your word on the short so who knows
If I were sitting in the AZ board room, I'd be arguing for our broker to hoover up every NYCT share share I could at this price. Think it's going to break out soon......and without hard numbers to back it up yet. Lovely.
Again, if I were AZ, I'd actually move before these potential contracts were signed and try to grab a bargain. Bank on belief that I'm likely to get a larger share of the pie as AZ, rather than a collaboration with NYCT. They certainly wouldn't get a smaller slice, that's for sure.
But then, I ain't AZ and I have no idea what conversations are taking place......if only an investor's life was so simple!
My view would be more conservative, somewhere between £10 and £15 a share, but that would be if they moved fast. Twelve months time, anybody's guess.....
Bram - one of the most sensible and exciting posts i've seen this week!!
So depending on where you would pitch it here is the mcap based on 71m shares. If i was GM i would be saying 1b
just my opinion. These figures just show how undervalued we are
regards
Bramley1967
Market cap Share price
£142,000,000 £2.00
£184,600,000 £2.60
£248,500,000 £3.50
£284,000,000 £4.00
£319,500,000 £4.50
£355,000,000 £5.00
£390,500,000 £5.50
£426,000,000 £6.00
£461,500,000 £6.50
£479,250,000 £6.75
£497,000,000 £7.00
£532,500,000 £7.50
£568,000,000 £8.00
£639,000,000 £9.00
£710,000,000 £10.00
£781,000,000 £11.00
£781,000,000 £11.00
£852,000,000 £12.00
£923,000,000 £13.00
£994,000,000 £14.00
£1,065,000,000 £15.00
£1,136,000,000 £16.00
£1,207,000,000 £17.00
£1,278,000,000 £18.00
£1,349,000,000 £19.00
£1,420,000,000 £20.00
I agree in the sense that it makes perfect sense for AZ to buyout now rather than later. It is a perfect opportunity for the biggest pharma in the UK to acquire the best diagnostics company. The future value would be much greater than any acqusition price. As they have such a close working relationship i wouldnt be surprised if they they have set some prior conditions for nova to meet.
Agread Usain, I wasn't looking at it from a seller's point of view, but from a buyers. Buying at a premium now could be a hell of a lot cheaper than paying market value in 12 months. Just my opinion.
Hi fali, wasn't suggesting that it will happen, just that the conversations must be taking place. If I were on the acquisition trail for such a company, logic would suggest that I move now, or not at all. Probably won't happen, but if were to then I'd suggest it would be soon and at a value that could be very tempting to NCYT.
I wouldn't be surprised at all if a takeover bid was announced in the near future. NCYT is ripe for a big pharma given the mobile testing aspect especially.
With recent developments i personally think any potential investor(s) have been put on hold. If anyone is in the running to take us over then i think its most likely AZ. The company are diagnostics specialists who are a big step ahead of their competitors in this multi billion pound market. Why discuss a T/O now for c.£500m(ish) when you can 2-3 times that in 12 months if you can nail some major contracts on some new innovative products?
Agreed Bramley. The conversations must be taking place. Probably have been for some time, but current global outlook on testing has got to have added an extra element of urgency to any such discussions.
if you were a large pharmo and you knew about the WHO contract and the NHS contract and you were a Global Company because the NHS contract i think will be replicated around the world you must be thinking if we could buy a company that you could incorporate into your business what would you pay. What is the total Global market worth in testing? Or what licencing agreement could be done? I know its would be more then 260p? IMHO
Dragging on ?