Member Info for B2HS2L

Not finding the banter attractive presently, but looking forward to this:

registration for tomorrow’s 14:00 webinar

https://twitter.com/NovacytGroup/status/1390273392700440580

Hi Shaun, Poidster, Morning Sun et al:

When you purchase a product with a shelf life, you expect the full shelf life to be available on delivery.

I would assume that those checking deliveries would be required to check that information.

If GM has tried to find a home for test kits with less than 100% shelf life, it would appear those efforts have not been blessed with success.

For an informed discussion we need to know whether DHSC has accepted delivery of a contested order.

Then we would need to know if the delivery has been paid for, - which may be part of the dispute.

I would think it logical that you cannot donate what you do not have possession of, so I'm thinking GM stopped deliveries, possibly because he knew they would not be paid for.

Alternatively, GM may have possession of test kits that were delivered per contract but returned to NCYT by DHSC. (Another possible area of dispute).

+++

From the redacted contract:

Specific time periods for inspection.
9.1 The Authority shall visually inspect the Goods within seven (7) days of the date of delivery
of the relevant Goods.

+++

...It seems not in a hurry to get shipments into -20 deg C.

I hear what you say Poidster.
However if the Govnt paid for tests they no longer want, - would they not be better off distributing under the overseas aid banner, giving themselves the opportunity to swap monetary aid from overseas aid budget in return for PCR tests.

Soder -
"This is an INVESTMENT opportunity like none I have ever seen down here."
Yeah I get your drift Soder, I agree with the above.

The good news is that the toilet cystern has been sold, and I'm trying to sell ABBA albums now, (stamp collection next).
Anything to generate more cash before the slowly reducing sp spikes on news.
But here's the thing though.

I happen to believe GM removed debt at the earliest opportunity, and does not want to provide recent sales or financial data to a predator, (and there must be a few of those by now).
Mid-cap status is GM's aim (but how many billion pounds?), and under present circumstances, he has not one but two governments who have legislated to discourage takeovers of companies like Novacyt. (It's in the spreadsheet).
That suits GM fine as he introduces new product after new product, and generating cash from global as well as UK sources, building the business in record time.

So here I am thinking how many shares can I grab right now, - at this weeks fire sale prices.

But the truth is I don't know when I am going to be able to realise full value for my investments.

True value will not be realised until the market can properly value Novacyt, and GM's deliberate lack of openness with recent sales and revenues means sp will usually be well below true value.

Ergo if you invest in NCYT, you cannot expect sp to be near true value, unless (possibly) the time for the next annual report approaches.

Before long I expect we will have A&M news, which will not make the situation clearer, but I am assuming that profits will be accretive.

My view is becoming that Graham will keep revving the engine and building the company in the same rip-roaring fashion as this last year, until a decent offer lands.

He is not going to say 'there's not much more to do here', there will always be the next project.

A takeover is the only way I can expect profits to be crystallised, else Graham will carry on doing what he's now doing, and I won't get full value.

So I'll still buy more shares this week, but in the knowledge that only a buyout realises full value.

Ok Naewise, - I'll throw in the toilet brush. - Is it a deal?

I think you may be right Naewise, so it's time to create a war chest.
Will be busy the rest of the day selling stuff on E-bay.
The lower the share price drops, the more shares I can purchase.
Not giving anything else to War-On-Want.
Toilet cistern anyone? - complete with three pineapple plants?

neilrich3 -
GM - recent numbers please.

Hi Wilson
"Peaks and troughs are from when one exchange is closed due to bank holiday but the other isn't e.g. yesterday"

The graph has visits to 100% and 0%, - because one of the exchanges is closed.
The trend is toward increasing trading on AIM and reducing trading on Bourse.
Should see quite a few more = 50% or > 50% points on the graph in the near future.
I have no idea where he got the graph, so one option is that he created it himself, - quite a lot of work there if so!

https://twitter.com/BlackbirdInvest/status/1389662526305148931

Thanks gable, but will need more info there
Newspaper or link?

https://twitter.com/IATA/status/1389616082877652994

Pause @0.21

France = nil cost because tests are reimbursable?

Hope we are doing business in Japan..

IMO the appointment of Nick Plummer and David Franks are investments in the sort of skills and experience you would need preparatory to announcing a M&A deal that we have been expecting in H1 2021.
Both bring necessary skills to perform due diligence on a target acquisition, and it will at last become evident what Anthony Dyer has been doing with his time since early January.

For myself I would not want to be loaning much funds to make a deal happen, as we have been employing some permanent staff recently.
So for me these guys are early signs we are going to acquire something, and now expect news on this front in the next 2/4 months.
Agree with your 'Scaling for growth' observation AK_, - very interesting.

Hope we don't borrow a great deal if a large acquisition is forthcoming.
Not sure how much is in the war chest because the last RNS - R&D and UK operational update, Fri, 23rd Apr 2021, implied a lot of R&D expenditure.

More Strength in greater depth after acquisition though.

Thomas Scientific (USA) displaying 515 Genesig product choices here:

https://www.thomassci.com/scientific-supplies/Genesig?ThomasDomain=www.thomassci.com

TradeMed B2B bang up to date with this offering:

https://www.trademed.com/products/9870/SARS-CoV-2-RT-PCR-Assay.html

The SNPsig VariPLEX SARS-CoV-2 is a CE marked, in vitro diagnostic, real-time-reverse transcriptase PCR (Real-Time-PCR) multiplex assay intended for the allelic discrimination of severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) virus variants of concern 20I/501Y.V1, 20H/501Y.V2, 20J/501Y.V3 and 20C/S.452R, as well as biologically significant mutations N501Y and E484K. The multiplex assay provides rapid screening of individuals suspected of SARS-CoV-2 variants of concern or as part of wider surveillance of biological significant mutations.

Interesting PoV of future of PCR and diagnostics usage from TMR Research (San Francisco, CA, USA), a provider of customized market research and consulting services.

20.04.2021 - "Increasing cases of infectious diseases, rising geriatric population and growing number of genetic disorders will propel the growth of the global digital PCR and real-time PCR market over the next decade."

https://www.trademed.com/news/294787942/Global-Digital-PCR-and-Real-Time-PCR-Market-Growth-Driven-by-Increasing-Cases-of-Infectious-Diseases.html

TradeMed B2B showcases Primerdesign products

Apologies if mentioned before, - not in spreadsheet I believe.

The TradeMed marketplace enables suppliers to showcase their products, with a variety of options to suit their business needs.
Buyers can shop, look around and connect with suppliers quickly and easily.
Suppliers and buyers benefit by keeping costs down, expanding existing markets, creating new business relationships and increasing global export sales.

In short, if you're in the medical product business, TradeMed is the place to boost your business starting now.

https://www.trademed.com/?page=products_by_category&search=genesig&products_search_category_id=0&x=3&y=8
https://www.trademed.com/?page=products_by_category&search=primerdesign&products_search_category_id=0&x=0&y=0

Contact Offices:
https://www.trademed.com/?page=mvc&p=static&t=contact_us

_Mr_Big
"Could it be that's because the UK Gov has already paid us for these?"

.. and the tests MAY have a short shelf life.
If I were GM I would want these tests to find a good home before shelf life expired.

In the same way that Primerdesign may be left with a large number (up to 700) of q16 / q32 instruments through the 'cancellation' of phase 2, these tests may have been part of the same 'cancellation', but it does not detract from such a generous donation.

Limited access at present, but has December's figures been published yet? Should be any day now and be somewhere around the missing £25 Mil

Stock checked Sainsbury, Tesco and Boots, - Nil stock.
Only Waitrose left - and yes, they are expensive Ha Ha!

Fresh out..
Seems Incontinence pads are the new toilet paper.