Member Info for BigYellowPig

Well DHSC has updated its £25k plus spend for November 21 but still no Novacyt, Primerdesign or Microgen invoices showing:-
https://www.gov.uk/government/publications/dhsc-spending-over-25000-november-2021

However the top spend is £176.5m against NHS Business Services Authority (NHSBSA). Their £25k plus spend is here:-
https://www.nhsbsa.nhs.uk/spend-over-ps25000

Unfortunately, neither Oct 21 or Nov 21 file will open for me to see the £176.5m spend breakdown.

Anyone able to open? Hopefully some Novacyt invoices in there!

DRB……nah….a close above £54 would be extremely bullish ;-)

Bobminor….apologies, forgot the link earlier
https://www.cdc.gov/csels/dls/locs/2021/07-21-2021-lab-alert-Changes_CDC_RT-PCR_SARS-CoV-2_Testing_1.html

Are we catching up with them finally today? Eurobio moving too now. Some big sells on both prior to rising.

It’s not up to GLP who are just a law practise and a political driven one at that to decide. They have already damaged Abingdon through untrue comments which Abingdon rebutted. Not for profit apparently, not that there multi millionaire founders need much in terms of pay!

This is in relation to the cdc withdrawing their own single test product in favour of multiplex type tests. Hence the 31st Dec 2021 end date. There are lots of people spreading this lie across twitter. Ridiculous how many people have shared it.

Thanks hamster…….maybe we should keep annoying lord Bethel! Not his job now but still.
https://twitter.com/fastmoneyaim/status/1476525960535187466?s=21

I’m a little late finding this (from last week). Apologies if already discussed!

On LinkedIn that GM thumbed up:-

This clip demonstrates that Bonkers Boris relationship with the truth is less than tangential - when one indulges in fabrication of this order one knows that it seeps out of every pore and has helped create a fundamental lack of trust in almost everything he does. Perhaps one of the actions he undertakes from last week's humiliation is to align his words in the clip below with actions are; a) for HMG to pay all outstanding monies to UK diagnostics companies that they are allegedly in dispute with b) reach commercial arrangements with those UK diagnostic companies who stepped up to the plate to help HMG and where despite best intentions no contract was awarded - this is not rocket science and could be resolved within 24 hours via a simple royalty agreement whereby each company gives HMG Xp per test for use of equipment etc c) a statement of transparency from HMG with regard to the continued procurement of Chinese LFT's and the reasons why so there is no ambiguity d) an investigation into staff and advisers at DHSC and other Government departments as to whether there has been any Share Dealings that are in breach of the law in relation to procurement decisions ( positive and negative) - I think this is necessary in order to re-establish trust in DHSC and its agencies.

The difference being that I took it too the bb where the share was being discussed….not here DRB.

Ironically you put my name in the subject heading. Seems you are more for the public shaming. Do you not have an argument to pick with Woody over at JDW?

The carpet guy with his two month old Panda Medical company and Chinese rubbish tests has millions of test available apparently. Blank website, dodgy background, if he did have them, the government would not touch ‘em due to publicity!

https://twitter.com/dugcam/status/1476179293646602249?s=21

https://bylinetimes.com/2020/12/14/hotel-carpeting-company-awarded-contract-to-supply-covid-19-tests/

The guardian I expect

https://twitter.com/guardian/status/1476257206618132480?s=21

Does anyone know if the £26.1m of raw materials bought in anticipation of the DHSC contract (not extended) can be used? No guesses please, anyone have any robust answers? Thanks.

From H1 2021 interims:-

“Gross inventory has increased since the year end to £46.6m from £33.0m as a result of buying stock in the expectation of securing additional contracts with the DHSC that have now not materialised. The stock was ordered in advance due to the lead times for obtaining some raw materials and the Group wanting to ensure there were no supply chain issues. As such, the stock provision has increased from £3.1m at 31 December 2020 to £31.4m at 30 June 2021, of which £26.1m relates to not securing additional contracts with the DHSC and £5.3m relates to the underlying business. This has resulted in a closing net inventory balance of £15.1m at 30 June 2021.“

DRB…..if it’s not rising now, how can it sustain any rises?. There is just no interest out there apart from traders, of which most are on here. The risk is too high to make this a long term hold and certainly not helped by the BoD who won’t show any strategy or diversification away from covid revenue.

After or possibly leading up to the results, it’s time for me to take advantage of the swings and I’ll only re-enter the share if I can buy lower. I certainly won’t be making any FOMO mistakes here in the future and will ignore any silly rumours, I have learnt a very big lesson here and don’t intend to sit and idly watch this share for the whole of 2022 for more disappointment. I did that for the whole of 2021!

Anyone expecting to see anything from the following over the next few days?:-

1/ DHSC (over 25k spend) November 2021 Invoices.
https://www.gov.uk/government/collections/spending-over-25-000--2#history

2/ PHE (over 25k spend) October & November 2021 invoices
https://www.gov.uk/government/publications/phe-spend-over-25000-2021#history

3/ CDTA updated list
https://www.gov.uk/government/publications/covid-19-test-validation-approved-products

4/ Any new iis?
https://www.morningstar.com/stocks/xpar/alnov/ownership

5/ Anything from the medical world of devices?
https://www.medicaldevice-network.com/features/coronavirus-timeline/

6/ Any new contracts?
https://bidstats.uk/tenders/?q=department+of+health+%26+social+care+dhsc

At least we can look forward to the liquidity RNS early next week.

Boy, what a frustrating share to be in.

Yes I mentioned the same last week risehall

Gallder…..here you go.

It seems that with it being Christmas time, there is a little bit too much Turkey……5 of the 13 in fact!

https://www.gov.uk/government/publications/covid-19-test-validation-approved-products#history

It was just a mini spike in France on 27th Dec and now completely sold out. It made use of the Omicron high numbers and the obvious delay to covid cases over Christmas and further helped by a very well timed TATA rumour.

DRB……have a look at biosynex (down 4%) and Eurobio (down 7%). Euronext piled a load of money in on the 27th to coincide with all the large omicron numbers globally.

Just a big sell off now of all of those. They follow the same pattern.

Does anyone know when the next rumoured and likely placing will be and at what price? Or will there be another huge government loan given. Possibly a buy at 500p. But still a risk at that price I think.