Member Info for bakky

might as well get shut of them now; Not a chance they can get this to 12p or anywhere near imo. We don't know if they are guilty of anything yet though!

''I'm.looking for that 12p + exit too ,and if there is any doubt about that being achieved by II s ,I think the executive team will be gone, and I would support that decision''.

hahahehe, at least we already have a very good accurate test selling right now. Govt/NHS look like they might be coming onboard for Ygen testing services, and who knows might even buy some Clarigene too. Ygen doing great business in the private sector as well, So not too late at all is it chap!? At the moment Covid is a small part of the business and has plenty to fall back on when Covid is a thing of the past.

allah, which products can't Ygen sell then?

'limited' capacity for testing stretches to 'tens of thousands per month', which isn't too shabby as an add on rev stream to be fair! They are opening this capacity up due to expected govt work I believe. I wonder if they would outsource work if there was plenty on offer, like many others do? I suppose that would count for outsourcing Clarigene too. I think NCYT have about ten or more other companies that manufacture for them.

LR mentions they are helping football teams, teachers, movie stars and now going to be helping the NHS as well. In other parts of the presentation he does say 'talking' to the govt rgds moonshot! It all sounds like there is a more than better chance of work with govt depts.

Col, when we hopefully see some convincing numbers! I believe that if Ygen were still only about Nipt/DPYD core etc then this would have been a lot higher. It's Covid that has put a damper on it, for he time being anyhow. Nobody takes YGEN seriously with rgds Covid, but that might change if we do well with the govt work and Clarigene sales. Hopefully we will see some decent figures soon that transforms the perception of the business.

that's all it boils down to. If you are comparing this with Covid stocks then like most other shares it doesn't compete. However, this has increased by some 60% in the last year, so by all metrics pre Covid then it's not too bad imo.
I expect this to do even better in the next 12 months, which I know is a lifetime, boring and small beans to some newbies here, but there you go. Up to this point Covid involvement has done no favours for the sp however, going forward we are involved with the govt, who knows there might just be some very good contracts coming this way.
The clues are there, like the ' gearing up for tens of thousands of tests per month'. Ygen has only just begun where Covid is concerned. I expect the Clarigene test is doing okay too, and hopefully we have international sales on top to come.
Let's not forget this is only an 'adjacency' revenue stream to the core business which is growing very nicely indeed!

surely they will wait until Ablock numbers are better known? Might it be better to sell with projected Ablock sales if poss?

that all depends on the asking price I guess!

yes Steve, very true indeed! I know who I would prefer to follow..gearing up for tens of thousands of tests a month too, according to Mr Sales the Genomic chap!
I think Align had this at 39p with just 10k tests a month. What if they do 20/30/40k a month?
just in case anyone missed the Align research note; does NOT include Clarigene sales,
Potential figures
We feel we have enough basic information to give some broad figures on the potential of the firm’s
testing services only (not sales of Clarigene™ kits) and have made some assumptions using data from
several sources. Firstly, we believe that in the medium term Yourgene has the potential to build up
testing capacity at its laboratories to 10,000 a month. Caxton’s website is currently pricing the tests
for employers, administered by a health professional provided by Yourgene, at between £130 and
£150 per test, dependent on volumes.
Taking the mid-range of £140 we assume that Caxton takes a 50% cut of the sales price. At a typical
margin of 60% Yourgene would then be making a net contribution from each test of £42. Multiplied
by the 10,000 a month testing capacity gives the potential for an additional £420,000 contribution to
operating profits on a monthly basis, or just over £5 million if annualised. Adding this into our DCF
model from 2022 onwards (keeping all other assumptions consistent) would add an additional
13.04p to our target price.
A scenario on the low side, assuming 5,000 tests a month would see additional annualised operating
profits of £2.52 million, which added to the model as above gives another 6.52p of value per share.
Alternatively, a high side scenario of 15,000 tests a month gives additional annual profits of £7.56
million and adds 19.55p per share to the valuation.
We point out that these figures are illustrative only, with concrete data on demand levels currently
unavailable. It is also unclear as to how demand for COVID testing will play out over the next few
years. While the finding of a viable vaccine may reduce demand, we expect that testing will continue
to be needed in many contexts, especially employment, to identify individuals who are currently
infected and to help reduce the spread of the virus.

is the update a load of crap and we have insiders selling here? I can't think why otherwise, surely we don't have this many lemmings here?

let's hope this episode doesn't take as long as the review!! Nothing would surprise here lately.

and people wonder why the sp is going nowhere, lol!

3skins, was it a buy or sell order you made?

pcr testing is here for the long term as the govt moonshot project testifies. There is plenty of allocation for pcr in there as well as all the rapid stuff. Is there one of these rapid tests that actually works properly yet? All the talk about saliva testing, hmmm! at least a couple of American companies/manufacturers have given up with that test as they reckon saliva testing won't work very well.
I don't see how these rapid tests will work if they are just done at home. How many members of the public can they trust to isolate if they prove positive?? Not many imo! so that won't work either!
The genomics guy reckons they are gearing up for tens of thousands of tests per month. Let's see how close they are to that figure.

yes, and Hall/Salazar have no previous management balls ups to hide behind for these latest issues either!

I expect it will be an 'honest' mistake and as we were!

it will need an explanation serious or not!

now well below 1m reg's according to Namestat. Didn't think it would drop this low tbh.

DR, can you prove that?