Member Info for bakky

just in case anyone hasn't seen some of these. Just a reminder of what Ygen are up to for newbies. There is a lot more on the Yourgene website.
file:///C:/Users/Henry/AppData/Local/Microsoft/Windows/INetCache/IE/D5I90JE2/Yourgene_Health_Overview_April_2020.pdf

https://webcasting.brrmedia.co.uk/broadcast/5de506f4cdd378185e2a3aa9

https://webcasting.brrmedia.co.uk/broadcast/5dad9c0034a3cf1389e7e0c9/5dc3133a59f2dbc272002780

no date given yet!

yes, it was about 2,630,000 yesterday. Deletes will now start to kick in to bring it down to 2.33m

bearing in mind we can supply Thermo F and Illumina platforms now, what % of that market can Ygen. Don't forget the Iona test is widely regarded as the best and most accurate out there. Can they snaffle 2/3% of the market, or maybe more ?? Very interesting times here. Takes a bit of focus off covid related stuff for a while anyway.

how much of this can Ygen get I wonder? Up there mentioned with the big players now.

https://www.globenewswire.com/news-release/2020/06/16/2048801/0/en/Non-Invasive-Prenatal-Testing-NIPT-Market-Worth-13-14-Billion-by-2027-Growing-at-a-CAGR-of-17-1-from-2019-Global-Opportunity-Analysis-and-Industry-Forecasts-by-Meticulous-Research.html

pacman, Coop, agree with your last couple of posts. I think it's still some of those unlocked (amongst others) coming through. They have a finite number so hopefully will end soon.

I wonder, is this deal exclusive to Caxton or can we do similar deals with other big organisations?

so you reckon they will add 650k + reg's before year end, as we are on approx. 2.33m now. So, only around 100k a month, every month until year end. Don't think so !
As with most people who know they won't be sacked, they will do the bare minimum, that's unfortunately where we are. That's why I would prefer some new young blood in charge with a bit of oomph about them! As it is the company looks comatose and so does the management.
One of the 'pillars' of the company strategy for growth is ''innovation'' I believe, ahem! where is it?

it certainly isn't good policy to announce a maiden divi then change your mind shortly after is it?

Well they certainly were going to divi up according to the update earlier this year;

''With strong trading continuing through to the end of 2019, the Company has experienced a fundamental improvement in topline revenue, revenue mix and cash generation in the year. Against this background we will announce a maiden dividend at the time of the FY 2019 Results, expected to be released in late March 2020''.

can't see an acquisition going down well with some! What's it to be, debt, dilution or a bit of both ?

''Would be interesting to see who is still here at 26p''. Me for starters! Yes I too agree P3T, I don't like rns's every five minutes just to pump and prop things up. As you say a red flag!

yes Coop, selling could still be those lockdowns shares coming through I guess. Would not be surprised to see a sizeable delayed sell trade coming up though.
Pacman, yes agreed, should all be good news I hope.

pacman, what are you expecting in the financials that we don't know or have a good idea about already. For me it's all about the forward looking statement.

sp movement at the death. A trade went through at 18.80p when the ask was 18.50p and the sp didn't move an inch. In fact it looks like it's ticked down to 18p? hmmmm!

were they sells though?

an important piece going unnoticed is …. ''The test process has been simplified therefore reducing the need for instrumentation capital expenditure''
This was thought to be a stumbling block as many thought labs/ customers would not pay out the capex to move across to this product. Seems like they had thought of that and now not a problem it seems.
Niptsteve, yes Illumina are mainly interested in 'machine' sales, that is where they make their billions of $$..

nothing to do with 'hiding', it's just this useless LSE platform!

thing is; long term investment for the whingers is about 2 days..lol! Hopefully many will move on today and chance their arm somewhere else.

yes CoopD, I agree, nicely put. We have had 6 good rns's this calendar year, that is NOT very poor communication imv! There is obviously nowt material to report. What are they supposed to do make it up to appease us shareholders?