Member Info for allah4uk

Bismillah !

Help yourself and Allah will help you.

Thank you bluetiger for this elaborate outlook.

I wouldn't count on a 10x PE given for some reason the market refuses to value it at even 2x.
As an illustration, the SP has gone from 3,30€ at 9h back to 3,00€ this noon.
Pessimism reigns.

Hence, even reaching a 3x PE would be formidable...

.

*Paris now Grün

If there's no nieuws till the 30, the SP could fall down to something like 2€.

Playing the smartarsch is anything but civil.

Incompetent journo.

Realistically we couldn't ask for nearly the same premium as Qiagen simply because we're playing in a different league (size-wise).

Also in terms of strategy, I think Thermofischer and other big boys were looking at Qiagen specifically, because they're after a good chunk of the diagnostics market share, and integrate their business easily. This may be easier than having to launch several T/O operations in a row with smaller players, and then try to streamline their collective business.

Now, if it turns out that a major T/O candidate is finicky and sounds greedy, the operation starts to lose its appeal... and smaller players start to appear on the radar.

Okay, now I'm taking these takover musing much more seriously.

Also take note of the following : "Thermo Fisher called on Qiagen investors to tender their shares in May. The acceptance period for its offer runs until 27 July. Thermo Fisher has set itself the goal of achieving a minimum acceptance threshold of 75% for its offer."
-> If the deal fails at the end of the month, all bets are off.

In the end the SP finished at roughly +10%.

That's in line with what I expected, given how "confidential" this share is, and seeing as this commercialisation agreement concerns a licenced products (so thinner profit margin).

I exited early in the morning on my PEA. Still have a few shares on my CTO which I'll continue to top up.

Seadoc : whilst I agree with your general sentiment, it is wrong to claim that NCYT has "no moat". That's because you haven't taken the hardware into account, bruv.

I believe its q16 and q32 instruments, despite not being rocket science and playing a minor part in NCYT's revenue, are pretty good differentiators compared to other testing companies.
Remember those as-yet-unveiled promotional videos ? I'm pretty sure they'll reflect the commercial abilities that these hold.

Now, is that hénaff to warrant a take-over ? I'm not sure, but this isn't the point I'm making here.

I had never heard aboot this broker. Maybe I should open an account for laffs.

I'm so sad that QD18 hasn't delivered.

Naja, +16% today.

I hesitated heavily to sell my NCYT shares just to profit from this, but I was afraid a mega RNS could fall on the same day...

Sur quelle chaîne ?

Bumping this, as midnight is coming closer.

The almost 6€ SP indeed seems like a distant dream. But by Allah (PBUH) we'll make it back.

So, the upcoming approval could be announced either tomorrow oder nächste Montag.

Hoping you'll follow through on this, bruv.

We've mooted this for long, but as long as we don't have concrete elements, it was (and remains) better not to get carried away.

Now another question is : if there's indeed a Novacyt antibody test, when would it be revealed ?
Maybe they'd release a separate RNS just for it.