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I was rooting for you to tell me why my opinion is incorrect. You're supposed to know this from top to bottom, the way the product is sold, the potential size of the market, the margins and projected revenue. If you don't know that, why are you here?
Share4 - Why are you here???? Do you hold? I'd suggest if you do then according to your own reasoning you've made a bad investment so sell up and move on!
Why are you guessing? If it's so specialised that PYC has to send a team of people do do a project it's no different from a consultancy. The revenue growth is low and there's no margins.
You're guess is as good as mine. But as PYC owns the Trademark it sure as hell is something and product is as good a name as any I reckon. Feel free to suggest an alternative!
Now that's interesting, Virtual Tumour is a product. Is it an off the shelf product that clients can take and do nothing with for it to work, or is it a framework for PYC to go and do a project for a client?
Your 16.47. PYC has a Trademark called 'Virtual Tumor' This is the product.
Your 16.55. Your local newsagent would, as mine would, go out of business without repeats.
Your 16.58. As for xmas parties they're not quite that much - have a word with Boris.
I'm not to certain about the relevance of your posts?
They're working with all these major companies with huge budgets and they can barely scrape a million revenue which is probably less than the cost of xmas parties.
The company doesn't even use the word "recurring" in its results, it refers to "repeat business", these are two completely different models and the increased in repeat business is about as impressive as my local newsagent.
What product? It's a consultancy.
If they get a record half it will be growth. That's all that's required if things are being run efficiently and the product is saleable. The company is in fact currently growing .
Really.. 15 years to get to a million revenue with no actual product is shocking. I don't know why this is a public listed company.
This "record second half" is not much growth on a share that's had not much growth over the past 15 years, so what are they getting right?
Hi share4, Whatever we contribute to value to VAL is exactly the point, if we didn't we wouldn't be contracted there. The fact that we've already got a contracted 2nd half revenue of approaching half a Mill means that it will be easy to have a record 2nd half. They keep getting repeat business so seem to be getting something right?
Trumpton - the MCAP is already significantly above the balance sheet value for a company that still hasn’t made a profit after about 15 years …. I wouldn’t get too greedy. This is a genuine “penny” share!
Well that says it all, I'd have thought you'd be interested in making money. Don't think we're the ones that are salty.
There are some real salty posters on this board. I hope they are still here when the MCAP here is significantly higher.
I don’t think maths is a strong point for some of the posters on here, they much prefer to bombard you with abusive language whilst demonstrating no understanding of the fundamentals at all.
This would mean that they continue to create 16.6x more value for VAL than themselves. Doesn't seem like much of a strength. Amazing that with all these large companies that deal with PYC takes such a tiny slice of the pie. Why is that? Because they are poor at negotiating, or don't actually generate much value with what they do?
One of the companies strengths for me is that once it acquires a new client contract it nearly always brings repeat business with further contracts. If this characteristic continues, and I can't see why it won't, the future id assured. Which in my book could make it a forever contender.
Val worth 3.5x PYC but takes 16.6x more if 201 is successful. What's your comparison saying?
Current MCAP comparison would show PYC has plenty of upside.
As I said previously if you believe that VAL will deliver then VAL has more upside. It appears to be panning out like that already.
Assuming todays price rise is directly related to VAL getting 201 deal completed. From PYC earlier RNS:-
"Physiomics will receive a fee (capped at £6m) of 6% of any future net revenues that may be received by ValiRx relating to its commercialisation of VAL201 and its derivatives in any indication"
Likely jump again today as the News gets published, GLA
Ps I sold Bp. 25th feb posted
sorry off topic
I’m going to value it as. if We see 10p, I will have sold at least 75%of my shares. If not all of them by then
Unless new info comes to lite, that brings a new perspective on revenue.