The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Question: whether we should move to the main market ? to Nasdaq ?
no because we would be bought... for our cash, our product portfolio, gross margins, ...
Competitive threats ? they are already there ... 1st mover advantage...
and when Coivd-19 "disappears" q16 will remain and Novacyt will continue to sell tests (razor-blade model)
"If I'm wrong I'll make money - if I'm right I'll make an extreme amount of money!"
The fund guy has his full year revenue for 2020 at £350m compared to £305 from NUMIS.
Its bull time...
Think he prefixed it with word that
Hold your shares
Wilson63 - that was a very revealing comment wasnt it
" Novacyt won't have a chance to move to main market - they'll be bought"
'Cannot put a valuation on Nova....... Too difficult ". Guy and Gals, do not sell your early retirement tickets........ I am sitting on mine.... Yipppeeeee
Thinks we will be bought before we go to main market
Believes someone will buy out
Yes Wilson, believe so.
Hi bing007 do you agree he said only valuing it at 1.5 times cash as they don't know how to value us?!
He is more optimistic then Numis fir next years figures
FRANCE MOVED UP MORE now 12,28 Euro
Lenny the family house broker said he's been buying from 3.80 but he's now buying back the ones he's sold along the way and he doesn't do that.
No, doesn't know how to value..
I put a thread on about this last night to discuss. Did he say what gsk might think we were worth?
No it's two fund managers
We are way more clues up than they are but we need them. With winterplex he won't be able to value us. Glaxo is the one he thinks will go for us , bovacyt special next week
Novacyt special next week
Bing, not able to listen in unfortunately, did GM just say that?
Valuing it on 1 and a half times cash. Winterplex Is the game changer
"Haven't had the game changer yet"
Shaun - he has just confirmed $10 a test
Talking about Novacyt now!
Direct link and registration is free:
https://www.piworld.co.uk/events/