Member Info for Bluelight

Can anyone see a company earning c8bn a year with a large profit margin trading at 500-600m? I so can't wait for the Numis broker note.

Of course Shaun, just an indication of the potential. If those rumours are true then that's a rough guide to what its potentially worth. Maybe less if the NHS/care homes get a good deal on them, but still the numbers are eye watering.

Never smokek a day in my life Steve, I just use the packets to calculate the profit NCYT's going to make me :)

Quick fag packet calc base don the NHS contract numbers. £250m for 5 months 300 machines = £0.035m per machine per week. if all 4000 on same terms thats £139m per week! Anualised £7.22bn income!

Do we know if this is NCYT's max capacity of if they can get more machines if required? 4000 machines, gees, the revenue would be off the charts.

I think most of us are adding on the upwards journey. the few that top sliced earlier in the week are probably loading back up now for the next leg up. Can't blame them, but that probably added to this weeks volatility.

Not sure that is the case wilson. I topped up, only 1000 shares, but if it's a buy at 10, its certainly a buy at 7.5. Also know colleagues who are in here who've been topping up on the pullback. To a man we all see it as heavily undervalued, so why wouldn't we all top up when opportunity allows?

An interesting thought... Numis are broker to both SNG and NCYT. They've released a target for SNG of 6x current valuation. All good for SNG, however the funds have been buying into NCYT, no doubt on the back of Numis backing. This suggests that the target for NCYT, whilst not yet released will in fact be far greater than for SNG. Just a thought, but worth considering

That's certainly a bullish note from Numis on SNG. Likely we will get a hefty target price from them too if they use the same metrics which seems likely. What would that target be I wonder, 2bn valuation, 3bn? Looking forward to it.

Has the feeling of the quiet before the storm. My spider senses are tingling, and I'm feeling a big jump coming. I'm going for £10 close, surprise name dropping from Boris at 4pm ;)

It doesn't matter if people do de-ramp, has no impact on the fundamentals, so let them have at it. We all need something to do in these covid times, so let them enjoy themselves.

NCYT the gift that keeps on giving. I've been wanting to top up for days but finally got the opportunity today with the drop. Onwards and upwards, £10 close anybody?

£10 is just the start for NCYT, and alot of people who hold NCYT also hold AVCT like myself, it's not a one or the other game.

I think it likely we hit £15 in Oct. Any new contract and it will hit it immediately

You do realise you can buy back in Camelot. If you think it's the next Tesla simply buy in. Most of us would agree theres much further to rise, so just put the past aside and add on monday. Problem solved. My colleagues been adding every week as it rises. His argument is there is no where better to invest right now so why not. Cant argue with his logic.

I was originally in here at 100 but sold at 300 and missed the first rise to 500. I was kicking myself for not letting it run. Luckily it dropped down again as people though covid was going away in the summer. So I bought back at 250 and vowed not to limit my gains on this again. Trading is mostly about learning from your mistakes.

Of course airlineboy, but I'd rather buy something even nicer when I sell when its hit its fair value much higher. Don't know about you folks, but as soon as I mention profit then it's pressure time. When you are in a once in a lifefime opportunity you have to let your profits run, then at the end it's treat time.

Not a chance, otherwise you will be asked to sell it and buy something for the family...

That's the trick of good trading. It's not about where a price is now relative to what you bought or sold at in the past. The trick is to see where the price will be tomorrow, and if you can make money buying now. It seems likely weve got alot more gains to be had here, so it's a buy. The re rate is in progress.

lol ODX and a 10m order, of which they get 15% due to the consortium, then factor down to margins. NCYT earns that in a day.