The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Worth bearing in mind that even with boosters half the population will have no protection against omicron. 25% of those with boosters still won't be protected (if you believe it is actually as high as 75% and I dont at all), 10% or so of population who don't take the vaccine, all children under 12. I see they make it sound like 75% protection is a positive, but when you dig into it it isn't too good st all. It's just how they spirit. It's 75% of vaccinated at the very best... worrying
The market should be buying in ahead of results. Buy the rumour etc. Its not at the moment, and frankly I am confused as hell by it sometimes, not a very logical share for sure. Look at the other plays, all shooting up 10% 20%, 50% etc on odd days this week on speculative punts. Meanwhile the company selling everything and raking it in, drifts down. beggars belief sometimes. But we've seen it all before, when it rises it will rocket. next week? Hope so because its a hard watch to see valueless peers roofing.
I love how they manage peoples fear by drip feeding us bad news. First it was they symptoms are mild, then its don't worry the booster is highly effective. Now I quote bbc "However, a third booster dose significantly increased protection to around 75%.". So we've gone from a booster solves all your problems, to it solves all your problems unless you are the 25%... next week i imagine it will be a 4th booster provides amazing protection. Give me strength, its just lie after lie nowadays, they think we are idiots.
God knows we need one. Its frustrating to be trading at such a ridiculously low level in the middle of an escalating pandemic. It shouldn't need an RNS to rise, but it does seem to only do the big moves on updates. Come on market, wake up and smell the value. Stop chasing these stocks with zero income and focus on ones that are making hundreds of millions and are valued like they are selling nothing.
Here's an interesting comparison with ODX. Their annual revenues are c £5-6m a year and their mcap even with the drop is c£50m. They now have no new expected revenue streams. NCYT have revenues of c£120m a year (exc any gov contracts) from the private sector globally, and our mcap is currently £230m. So ODX valued at 10 times earnings with no expected revenue growth. NCYT valued at less than 2x annual earnings, in a wrold that is going PCR demand crazy. Fundamentals speak for themselves really, and at some point we are going to see the mother of all breakouts.
ODX aren't in a dispute with them, to be in a dispute you have to have provided goods to them. They've simply never even had an actual contract, just a gentlemans agreement ala Harry Kane style. Now the gov have binned off the LFTs probably means new PCR contracts inbound.
That right there is why money from people wanting to be invested in covid plays should be invested in NCYT and not rainbow chasing. Get yourselves diversified sales around the world, and dont rely on any government.
Tomorrow we should set a new record for average 7 day PCR tests conducted, set back in january. Nearly half a million a day... that's just the UK of course. What was NCYT's price back in Jan-21? 4 times what it is now. Simple maths, but I think that is quite insightful to how much we are undervalued.
Of course. I'm not saying we wont get 100-200% gains, just that even without the DHSC resolution we should be much much higher. Agree, any kind of DHSC resolution and we see 100% plus on that day