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https://twitter.com/NovacytGroup/status/1621147029035708419?t=mM4bS1G5axwom0Z2UBFK3g&s=19
I agree with the comment on twitter. We need products that sell. If we have the right products but little sales, sort the sales out. If we don't have the right products, find something which could sell. Millions are being spent on research, if it doesn't relate into sales it is wasted money.
But... is the research still carrying on?
In readiness, for what may happen next?
a: Resolve Dhsc, Favourably b: Takeover/merger c: ???
No one knows, we all just hope? #worthwaiting IMO at least until we know for certain?
I thought the Scarlet Pimpernel had rationalised the products during his walkabout.
Said Scarlet Pimpernel closed two companies after his 100 day walk about.
JW gave his agreement on day 1.
UK Health Security Agency and DHSC
Valj. I admire your enthusiasm for the takeover, but isn't going to happen until a resolution. Agreed, we don't know what they are researching. At least give an interview, no mention of DHSC due to legalities, just to show some interest in their shareholders. They are acting like a private company. Yes, they are limited to what they can say. Something, anything on a 1 to 1 public forum would be good. Proactive would be ideal.
Yet at this price, and I hate myself for saying it, I may have to buy some more shares . :)
Mac, what do you see as the case for investing here?
Well some one has too! :)
As the saying goes... it aint over until the fat (chairman) sings :)
Knowing how long these people have been in business, doesnt it seem a tad odd, that they "appear" not to give a dam about PR IR or indeed any type of positivity to increase sp...
To me, that says, that they know a lot more, of whats coming, than they care to let on (NDA will be excuse) and frankly a few hunderd k in salary and bonus?
IMO, wont do, for most of them, they will want seven zero bonuses?
So, how do they get that, if not a takeover merger?
As by next agm, if PI's can get some traction, maybe we can vote against further increases and bonuses and maybe, remove a few,!!!
Lol tall order I know, but, until it is known, beyond any doubt, then I intend to stay put, as no point in selling at these prices... might as well just wait and see!
Yes it will sting, if my call is wrong, but, my money, my choice. Mind you it doesnt help again imo, when we have the 24/7 negativity, but we all know it is done for a reason, not because they have 500, 5000 or whatever invested.
#patienceisavirtue :)
Risk to return on DHSC alone PI100. They carried on buying after the event the items that they held in dispute. Can't be that bad. I think we have a portfolio of products that have a market, just need the sales team to pull their fingers out. We may however be a bit greedy on the profit margins. Easily resolved.
To be honest, if we weren't so greedy on the profit margins when covid sales were slowing down, as I mentioned at the time, we would still have some significant traction right now. Never too late, just needs fresh new direction.
I tried PI100. Let's be rational, and I have tried not to resort to this. This is a last response to your messages. To be annoyed at the companies performance is 1 thing. You find ZERO reasons to invest. Definitely not rational, there are reasons even if you don't see them. There are risks also, but if you can't see the positives then just go away. Sell, if you have any at all.
In limbo for 3 years? Check your dates ss yo when covid hit. It seems longer I know. Lol.
By the time the dispute is settled I said 3 years, not from now
If people are really unhappy at their losses, sell up, move on and make your losses back elsewhere...GDR last week and COPL today would have been good places to start. Constant moaning and negativity is not healthy.
"Before the court date listing I would have been more hopeful, but given that they are taking it all the way I am concerned they have a better case than a lot of people here suspect. "
p100...i doubt their position has changed..either they believe they have a strong case or doing the ultimate bluff. either way once they had filed - a date would eventually come.
i get the feeling it is both sides playing chicken
we have no clue how strong their case is - and one has to accept there is the risk of losing.
personally since the products obtained ctda status it is hard to bet against ncyt.
the fact that it does not cost them their own cash (tax payers) and they are seen to be pursuing companies for money spent during covid...though should have been the dodgy ppe- might be enough of a result for them
i agree on agm.....howe did they secure that vote?...one would like to think they would not dare to try again...but if they got away with it last year..then i suspect they might be tempted to try
Hmm, I’m naturally over cautious so I very much doubt ncyt’s case is cut and dried. You don’t just go and sue someone for £134m without some sort of justification.
Agree they want to be seen to be clawing back public money wasted - it’s a pathetic attempt given how much they have to their mates, but most of the public are morons so won’t look at it through a critical lens.
Either way, the company is totally hamstrung until it’s over. And no decent ceo will likely touch it. Not a bad thing, just leave JM there doing nothing and save £0.4m/year. By lord we need the savings.
Bold statement with 18 months to go? So what low do you need to cash out?
Given that my average is £3.95, I’d say about £3.95 would be nice. But I’d bite your hands off for £2 now.
I also see an opportunity here, hence why I try to keep up with the share news but also don't want to catch a falling knife yet, I'll miss the bottom most likely though so will begin dipping when I think (I'll be most likely wrong) it's in. Obvs, this is me expecting a positive outcome from the court case
Dr Nielsen " Don't catch a falling knife " and make sure it does not fall on you as well. With this BOD the company is going nowhere.Its just vague talk and no vision whatsoever. So many other opportunities out there which have no strings attached. In my view, basing you decision solely on the outcome of the DHSC dispute with respect does not make sense . Buy the time the outcome is known the Bank balance would have dwindled. I had anticipated a 50p SP . I think now i was being too generous. A change of name to TITANIC would seem more appropriate.
Just curious if so dire a prediction, why have you not sold and simply moved to those much better options you mention? I mean you have been here a while?
I have ValJu. See my previous posts and you will know when i abandoned ship.
I dont check posters out, that in depth, easier to ask the Q and make ones own mind up?
So, why still here then if you abandoned ship?