Member Info for BigYellowPig

Thanks risehall for your answer. Yes I was thinking the AIM shares like Novacyt which have already been exhausted on the price front become more favourable as now have the least risk. Now is the time to bring in new investors if the BoD are listening.

With Crypto and technology shares seeing further massive sell offs overnight, is it time that money returns to small caps which seem to have bottomed out over the last 12 months?

Your view is not frowned upon per se Valju, it is just looked upon as being completely illogical. There is no frowning, just a bemused expression by most at your direction.

Valju…..what do you mean PIs are not needed? They have more PI’s than they ever did as most iis have now disappeared and been replaced by small investors/traders. Do you think there’s a massive float of shares sat idle waiting for a buyer? OMG!

Also, DA didn’t buy £100k to sell on a profit after a few months or a year later. What kind of message would that send to the market. It’s a hedged investment in case the LTIP doesn’t come through. He won’t be selling it until he leaves or he’ll sell a few in a couple of years.

You also say you don’t need the funds yet spend every hour on here. The people who don’t need the money are those that hardly post here if at all.

You really talk some twaddle.

Larry….where are the links to all these sales of q32’s?

Sorry Valju. I forgot, you are allowed to speak negatively about our current CEO but no one else can put across their opinions.

#Hypocrite
#whydoesvaljukeepwritingstupidhashtagsthatarecringeworthy?

Have a great time Wilson. What’s that saying? Always the bridesmaid……never the Novacyt that it could be.

Larry ….what is a fact? They may be supplying Tata on a trial basis for all we know, meaning that no cash has changed hands and no contracts signed as yet. Unless of course you have information that proves otherwise?

Thank you for the links, however I have seen all these.

There is nothing that tells us how many (if any) Mygo units have been sold. The page hits for these links are tiny which suggests a limited audience at present. I hope something comes about but this is currently a nothing story/Jam tomorrow. We need a long term vision to get people excited about investing here, there is nothing so far.

What is the investment story here? All I see is us trying to claw back DHSC owed funds (hopefully), relaunch of previous products (why so late with this).

We need something that is exciting, market disrupting and a board that isn’t shy in telling everyone about it.

Saintsmith, t try hats just hearsay. No-one from Novacyt has confirmed any sales to Tata. And DA said in the Q&A that nothing has been signed with partners reference white labels, just that discussions are ongoing with large corps.

Probably best to specify just the small DHSC part then as it sounded like you meant the whole contract figure.

It-Is has brought in £17m in 2 years (not a lot when you take out the cost of buying it). Any profits will be a lot less than selling PCR kits etc. I don’t know why people keep being up Tata….a load of rubbish and not high margins when Tata would be supplying their own kits anyway. Otherwise tata would have bought IT-IS in the first place. You really think Novacyt would scale massively up for a single contract. They learnt (hopefully) from DHSCnot to do that.

Neilrich…….You think the tata deal will trump the DHSC contracts?
Do you know how many Q16/32 units would need to be sold to make that happen?

I thought GM was your hero Valju?

Have you been on holiday with Gizmo and Mrdribbles?

DRB….if you add my £30m covid sales to the £15m Non-covid sales, you get £45m. That is the upper end of Novacyts own forecast of £35m-£45m ……so which bit am I “under egging”? Or perhaps you think Novacyts predictions are wrong? They have actually failed to hit non-covid and covid targets so I’m not sure why you believe it will be more?!

DRB…..for Non-covid revenues, we had the following:-

2020 - £14m
Q1 2021 - £3.4m (£13.m full year)
Q1 2022 - £3.0m (~£15m likely based on prorate and slight q4 increase)

Where’s the rapid increase in 2022? We need M&A quickly.

DRB…..the organic figures are estimated between £35-£45m. Trust you to use the highest figure!

I think people are kidding themselves if they think covid sales will grow. It doesn’t matter how you try and make the covid figures look like they are slowly reducing, but that is not the case.

Covid Related Sales (incl. DHSC disputed amounts):-
2020 = £263.34m (Baseline)
2021 = £117.56m (55.36% drop in covid sales from 2020)
2022 = £30.0m* (~88% drop in covid sales from 2020)

These are the true covid related revenue sales. Doesn’t matter how you dress up the figures with tax reclaim, DHSC etc. these are the true covid sales.
(*Q1 of £10.1m, let’s say £30m in 2022 being optimistic)

When are people going to accept that this company is unlikely to get much in the way of covid sales moving forward. We are not in 2020/21 anymore. Stop dreaming of the next variant. It’s not helping sentiment, in fact it’s doing the opposite by advertising this company as a covid only play.

What happened to Gizmo and Mrdribbles? They disappeared on the same day. Weird.

https://www.lse.co.uk/profiles/mrdribbles/
https://www.lse.co.uk/profiles/gizmo/

DRB…..I wonder if Mikel Arteta will do multiple interviews with different news outlets before the big match and drive positive support for his team and point out the weaknesses and strengths of Leeds. Maybe show from history and stats why they are the favourites. That would definitely help with positive sentiment for his teams fans and let them know they will do everything to win that game?

I'm sure you can relate this to ncyt and the competition.