Member Info for B2HS2L

Shaun;
Came across this on my travels, - just in case you don't have this in spreadsheet:
https://ted.europa.eu/udl?uri=TED:NOTICE:429222-2020:TEXT:EN:HTML&src=0

Routy, 'Maybe one or two more shakes',
I think with the shear number of II's interested in taking a position due to activities of NUMIS & ODDO, I feel that there will be quite a lot of shakes for the next week or 10 days.
Expecting a very rough ride as MM's make it as uncomfortable as possible for PI's to Hold.
Any news released meanwhile is just going to make things worse.
Seat belts on, airbags to armed. Look after shares, value will win out.

Darlonil, - OK thanks for your info.
I am assuming that not all of their suppliers are flat out. - Yet..

Darlonil,
On the basis of 'If you don't ask - you don't get':
Can you say whether the suppliers are those that have been RNS'd in Spring, or are there many more suppliers now?
Pretty please:))

We have seen posters coming on to this board recently, who say well done to LTH's, I wish I had stayed in and not lost patience, - or words to that effect.

I intend to hold for much longer.
I anticipate being asked how I manged to stay invested for such a long time, and my answer will truthfully be:
I did nothing.

You have to do something (Sell part / all your holding), in order to miss this moonshot opportunity.

“Don’t just do something - sit there!” - Warren Buffet, - Masterful don't you think?

Shaun, - my point was that the company does not confirm anything anymore, and we could have double the number of manufacturers under contract, or the original manufacturers making a different product, and shareholders would not have a clue what or how much was being manufactured.

Thank you for trying to estimate, - but I would prefer GM resumed advising the above, but that is presumably giving too much away to competitors now.

The focus now is really about USA manufacture / sales.
The sp increases have occurred with no information at all about US sales.

£15 / share is achievable here, and will probably occur before Christmas, so I would remain invested and watch your shares approach £1/2 mil soon.
GLA

IMO we no longer know test manufacturing capacity.

Manufacturers may have created more capacity, and new manufacturers may have 'signed up', but NCYT no longer wishes to report these events.

Since then, we have added to the previously announced tests, Exsig direct, Exsig Mag, the 2 gene PCR, an Antibody test and COVID H-T. At least two more products are about to join the catalogue.

From 14th May RNS - "..Eight dedicated manufacturing sites capable of producing COVID-19 tests at an output rate of > ten million tests per month, which NCYT expects to achieve from June 20202 onwards."

And that is the last update we have, - so to my mind we are manufacturing far more than 10 million tests per month, particularly as the COVID-HT test kit = 1536 tests / kit.

a-g, volatility was a major problem in the Spring, caused by only 70 million shares in issue, so I expect to see it again..

Some of the subjects we await news on have the capability to increase sp by a large percentage, and no bad news is likely, unless the French do not allow Winterplex to be reimbursed.
So I believe GM will not want to 'blow the bloody doors off' in one RNS, preferring a drip feed of news.
I am aware of the fact that companies are supposed to report news that might affect the sp 'as it happens', but in the past, CEO's I have known seem good at signing a previously negotiated agreement on a mutually agreed date, which is immediately RNS'd, (news management).
This might meet GM's needs when attempting to raise the sp to an agreed timescale, to increase his bonus.

:)))

Monster RNS? - I think more likely a dribble of RNS's related to different subjects, that will keep the sp rising.
If a monster RNS is issued, the sp will rerate followed by relative calm, and that might mean sp loses momentum, so slow but sure wins the race IMO.

Bramley -

"These big investors like you say have a lot of tools and people at their disposal to help make investment decisions
and if these funds are buying this can only be good news for us."

If these funds are buying in, then they are seeing room for a lot of profit in future from present oversold sp levels, and no reason for a placing, thus agreeing with PI's PoV.

The virus is reducing / eradicating profits in other sectors, thus reducing the number of companies that can be considered for investment.

Someone's put C-19 in the Cocaine..

Ha ha VanV, I would have thought you knew the manufacturer & distributor by now!

Bought yourself a mountain bike yet, - I'm sure you can afford it after this mornings performance.

Shaun, Thermo Fischer are on my short list of US manufacturing or distribution partners.

Still got loads to do before p/e is close to 10..

Chromeinvestor, 08:33 - "This stock is hard to value as we dont know how long the covid tests will be required for."

IMO that is what the acquisitions are for, - to ensure that post pandemic, there is still decent profit being generated.

Also

RNS 12.03.2020:

"We are already seeing an increased demand for our B2B capabilities as customers look to utilise our molecular design and development capabilities."

Anyone selling at the moment needs seeing to.

Not sure if it's common knowledge but fischer scientific, part of Thermo fischer scientific, is selling Microgen products.
https://www.fishersci.co.uk/gb/en/catalog/search/products?keyword=Microgen

Fact:
1 We have no debt
2 We own IP.
3 We have a large maturing global distributor network
4 We are well connected with GB Govnt and AZN pharma.
5 We are enjoying 1st mover advantages, and keep moving faster than the competition.
6 Pull out more from the Financial Forecast!

NCYT may not be trading at fair value at present, but nobody is going to be buying us out at bargain prices

I don't feel a p/e of 10 is excessive, and it could still be meaningful at higher values.
I know you will say that is too high, but all the time there are only 70 million shares in issue,
these p/e values are possible, so I say 10 minimum.