Member Info for _Mr_Big

No investment advice intended, but personally, I wouldn't sell now. Sitting on a pile of cash, printing money - just a matter of time before rerate. NCYT don't even have to prove anything to anyone or do anything out of the ordinary. Literally - sit and wait for sp to rise. If, worst case scenario, NCYT only get £50-60m sales in 2022 (surely, that's not too hard, Dave?), the sp should be back in the £3s. Money talks, and there ain't many AIM companies with similar profit levels - none with such ridiculous valuations anyway. Low risk, while potential returns are huge if we actually land a semi-decent contract or get some II support. Dare I say get the dispute resolved and get paid for the old sales (that will double the mcap on its own).

Frustrating as f.ck, but also, for all we know, one of the safest and sanest bets on AIM.

I've had a chance to sell (at a good profit) at £4.20 twice, with the mouse hovering over the sell button - and I didn't. Kicking myself for it now.
While I think we're worth a lot more than that, the last 8 months have been uninspiring to say the least, there's been no new sales drives, the company is continuing its self-harm obsession with doom & gloom RNSs, DA is in hiding, there's no guidance for 2022 (that's about to start - Tesco's playing Christmas music already) and no light at the end of the dispute tunnel. I'd take £4.20 any day and let someone else gamble on the company's ability to sell covid tests during a covid pandemic.

Can't believe Dave allowed this to go up 6% today. GM can't be happy with his successor.
Just wait for another soul destroying RNS tomorrow morning ;)

Yawn. Wake me up when this doubles up.

Are we supposed to get excited about 235p now? =)

We've all had our tights twisted and turned pal.
That's markets for you.

I filed a missing person report for Dave - nobody's seen him since his appointment.

I can't imagine anyone, no matter how dumb or incompetent, letting the mcap crash like it did this year. And they keep on bashing their own SP.
Unless they are getting backhanders for driving the sp down for a takeover?

If there's ever been a good time to change the board (Operation sack-a-fukah) , now is as good as it gets - we've got mcap almost at cash level.
Still can't believe DA hasn't said hello "Hi, Dave's my name, marketing's my game - gonna sell these f.kers till we're drowning in cash!" - not that f.king difficult, is it?
And still can't believe he's signed off the last RNS with that wording.

And he's been f.cking useless so far...

If you were looking to invest, you'd pass a stock that's trading almost at cash level and is printing money?
Ok, lucky for you, there's plenty of cryptocoins to take a punt on fairy dust instead.

Don't we have about £90m in cash?

RNS about what?
The death of office cat has been public news for a while, but they haven't RNS'd that yet - perhaps that's the next one.

Kilted - could be worse, you could have bought V*L into the spike ;)

At least have some positive f.cking wording - who ends an RNS on a profit warning, when the company is still expected to exceed the latest official figure of £100m (£100m-£3m private+£5m NHS)?! And the fall in sales if effectively coming from deprecated products anyway.

Today is the first day I am seriously concerned. They knew about the new regs, so why have they not mitigated the loss of sales with a plan B? Basic one - any good reasons why the cheaper products can't be replaced with promate (even at a lower margin)?
Secondly, if they decided to ignore this loss of revenue, then there must be a bigger, better project to focus on - but they are not communicating any future plans at all.

Or is this just complete f.king incompetence?

The RNS is a disgrace - unless one assumes they are actively trying to kill the SP, how the f.ck did this message get signed off?

p.ssing that is.

Mine is mid-£3s and I'm starting to seriously kick myself for not selling into the £4 spikes. Today's RNS is DA ****ing on the PIs that GM's been beating up for the last 8 year.

Selling at 240 is daft though. Hold for me, at least until breakeven.

If Porky's buy-in amounts are genuine, he was the one who spiked VAL from 25 to 50 on no news lol.

Unlikely this will go much lower than the opening price - we're close to cash levels and still bringing in 100-3+5=£102m this year at decent margins.

That's about £102m more than a typical AIM company.