Member Info for Bramley1967

Good afternoon all Nova holders. Well after a long day of us bobbing along we have some massive news.
This Gives the government enough funds to put a Q16 or q32 in every hospital and care home should they wish to.
Just got to be patient now and let the news and subsequent orders follow through. We have been assisting the government from the very beginning so there is absolutely no reason to think we won’t be involved in this going forward. As someone as pointed out this firmly puts on the map what the future looks like over the next two years. Of course this is just the UK. The rest of the world will be considering similar actions and being a global leader we will take a piece of this but.
Lastly this is imho massively make it more likely for us to be taken out by a big pharmaceutical company.
Sell now to get rich or hold to become wealthy
Regards
Bramley 1967

Good afternoon MisterEtrayda
Thank you for your kind words. I like many of the long term holders have all gone a bit quite, rather like the share price currently. Im pleased you have held and that hopefully my words played a part in that. Im also pleased you are in profit because after all if we are all honest with ourselves that is why 99% of us are in this.
I like some of you do have this dilemma where we are all sitting on some considerable profits more then I ever hoped for especially when I was staring down the barrel when we hit £2. So what to do now? sell and take the profit. Well you should only do that imho if you feel we have it our highest and we are likely to fall off a cliff tomorrow. Or whats the alternative if you believe the broker notes, if you feel when the h2 sales result is going to be released, if you feel we are going to get the phase 2 contract, if you feel buying the it-is company was the right thing. If you feel this is going to propel the share to maybe £12 £15 £32 you pick it as you see it then you must must hold.
Foe me as you know I have repeated it long enough i feel we will get to a billion mcap which will give us £15. Now for me that might just be enough, when im there that will be my dilemma. Of course you have to consider all the evidence at the time so I won't know until i get there. Everyone will have a view depending on so many personal variables.
see you all at 7 am tomorrow who knows?
regards
Bramley 1967

Looking at the tender awards the government has spent 346 million on Randox Laboratories — Provision of Lab Services
https://bidstats.uk/tenders/2020/W45/738197593
Also from China 9.5 million on testing supplies ie swabs
https://bidstats.uk/tenders/2020/W45/738197525
https://bidstats.uk/tenders/2020/W45/738197524
hopefully all to take and process our test kits?
regards
Bramley1967

Good afternoon all
No doubt like me you will be glued to the tv at 5pm to see what Boris is going to say. If we do go into lockdown across the country for a month which is what is predicted do we feel this might force phase 2 of our contract with the dhsc for the additional 700 machines early?
What’s people’s thoughts on that?
Regards Bramley 1967

From Twitter
RUMOUR: Hedge fund looks to be crudely selling into covid stocks to accumulate shares and take out private investor stops losses, regularly. [UNCONFIRMED]

SOURCE: Investor Chart analysis [CONFIRMED]

RATIONALE

[UPDATE 29TH OCTOBER]
Third move in past few weeks shows increasing regularity of co-ordinated move by hedge fund to take out stop losses and accumulate cheaper shares.
Four shares are affected in total, though not every share is hit if conditions are not right, ie. too much buying pressure that day.
Novacyt, Eurobio and Theradiag were hit at the same time on 28th October at 1pm GMT.
It was previous assumed selloff was by a fund experiencing high growth, however the crude and increasingly regular move looks more like a hedge fund or similar party.

Some is showing their trading screen on Twitter and saying

NCYT has changed to trading via SETS - less prone to allegations of manipulation. this should help things and another sign of the move to mid cap mindset and very soon mid cap market cap too...

So I looked that up
What is SETS?
Stock Exchange Electronic Trading Service (SETS) is London Stock Exchange’s flagship electronic order book, trading FTSE 100, FTSE 250, FTSE Small Cap Index constituents, Exchange Traded Funds (ETFs) and Exchange Traded Products (ETPs), plus other liquid AIM, Irish and London Standard-listed securities. London Stock Exchange also operates a version of SETS on a modified trading cycle that supports securitised derivatives.

Functionally rich with multiple order types, SETS is one of the most liquid electronic order books in Europe. It is this liquidity, underpinned by a rigorous rulebook and market supervision, and a wide and diverse set of participants, that creates opportunity to do business. Market participants can choose from three fully inter-operable competing clearers, ensuring pre- and post-trade anonymity and full counterparty risk protection

Do we feel this has any bearing on what’s happening behind closed doors ?
Regards
Bramley 1967

I suspect like a lot of you I’ve been thinking about this over Night. So France as gone into lockdown and we have seen them extend some testing they already had in place. However this doesn’t mean this is wholly exclusive and their only buy. Just look at the Uk government. DNA nudge, optigene, lamp testing etc etc.
Also what has changed for us since last week. Nothing.
The fundamentals have not changed yet we are seeing a drop in sp. We have seen this before and have come back stronger.
We still have lots in the pipe. Some news would be good to strengthen our resolve granted.
We have new tests coming to market just around the corner, for our recently owed q16 and q32 machines which we know will be a game changer.
Hang in everyone.
Regards
Bramley 1967
Apologies to anyone on odx board as I posted this over there in error.

Sorry wrong board

I suspect like a lot of you I’ve been thinking about this over Night. So France as gone into lockdown and we have seen them extend some testing they already had in place. However this doesn’t mean this is wholly exclusive and their only buy. Just look at the Uk government. DNA nudge, optigene, lamp testing etc etc.
Also what has changed for us since last week. Nothing.
The fundamentals have not changed yet we are seeing a drop in sp. We have seen this before and have come back stronger.
We still have lots in the pipe. Some news would be good to strengthen our resolve granted.
We have new tests coming to market just around the corner, for our recently owed q16 and q32 machines which we know will be a game changer.
Hang in everyone.
Regards
Bramley 1967

Agreed. Would be good to hear something

the only way out of lockdown is test test test, which means hold hold hold.

Hi Wilson.
I looked on Shaunp sheet and thermo fisher market a test under their name . However in the past we have talked about if this test is actually our test sold to them under licence. Seems odd that if its a lighthouse lab its wouldn't be using our kits.
What are peoples thoughts on this?

Regards
Bramley 1967

Sorry if this was posted yesterday, 332m deal for lighthouse labs from the dhsc. This is for the kits
Our kits?

https://bidstats.uk/tenders/2020/W44/737739070
Description
DHSC discharges duties on behalf of the Secretary of State for Health within scope of the Civil Contingencies Act (2004).Lighthouse Laboratories perform approved and accredited PCR testing using consumables supplied by Thermo Fisher Scientific.

Continued use of this assay and consumables ensures interchangeability and interoperability with the existing equipment installations.

In response to the recent COVID-19 outbreak and to expand capacity in the existing Lighthouse Lab network, DHSC will purchase consumables for PCR testing from Thermo Fisher to support the national response to Covid-19.This is a nationwide requirement and will include the purchase of consumables to support in these unforeseen circumstances.

In light of this, DHSC has awarded a direct award under Lot 1 of the PHE Microbiology framework to Thermo Fisher Scientific (Life Technologies) for the provision of consumables for use in PCR testing for Covid-19.

Have a read back in the RNS on the nova website the dates are all in there

It from Tay on Twitter I can’t take the claim that that was my research he does an excellent job for us on Twitter well worth a read and A follow. I agree though if your new investor in Nova this is something you really should read read

We have the revenues.

We are embedded in the NHS.

We have global partnerships.

We have the M&As coming.

We have the fastest R&D.

We have a 550+ product lineup.
We have a CEO we can trust with our investment capital.

We have the smartest and friendliest team at @PrimerdesignLtd and @MicrogenBioProd

And we are coming into 2021 with new funds supporting us, and 3 Brokers to bring in new blood.
Soon we will help equip the NHS will anything they need and want. If they want it, we develop it.

That's how it works with Novacyt, PrimerDesign & Microgen. We don't make products then hope there is a buyer. We design them based on unmet needs.
Novacyt is moving. Massive plays are happening behind the scenes. At lightning speed.

By mid-November, you'll have forgotten about this shake, and you'll be sitting on a whole new stream of news, products and developments. You'll be buzzing with excitement for what lays ahead
2021 However...

That's a whole different animal.

And we don't even know if Novacyt will still be called Novacyt.

Catch up on the latest Novacyt News and Rumours (still in beta!)
All courtesy of Tay on Twitter
It that’s not given you confidence to hold
Dyor imho we nearly got to 1b mcap last week. We will get there sp£15.
Regards
Bramley 1967

A must read for holding.
Big gains mean Big profits and funds have to de-risk.

We suck it up after every growth spurt and it provides new investors an opportunity to join us.

But we need to focus on what's coming NEXT. And it's Big.
As cases reach new highs daily, Novacyt as you know has changed their strategy. R&D drive is now largely weighted towards point of need testing.

And nearly all of our catalysts coming up reflect this, let's look at them.
1. Q-TUBES

We don't know the real name for these yet, but these are magic and no other example of their kind exists in the world.

They enable Q32 users to take a sample, place it in a tube and straight to device. Child's Play. Truly revolutionary.

This is proper future tech.
2. Government Contracts

ALL major contracts in development appear to be for near patient settings.

Care Homes
Hospitals
Mining and Sports Venues
And many more, possibly even schools
EU WinterPlex

These require literally 1,000s of Q16 & Q32s for the UK alone.
Which is why we just bought the manufacturer, IT-IS.

Not because we're selling less, or scaling down, or because demand is weakening.

It's because demand is incredible globally for the highest-throughput, near-patient, multiplex-capable, portable device in the world.
That's right.

In. The. World.

And we make them right here in the UK. And we now own the whole IP for it. It's our tests Combined with it, that turns it into a wunderkind.

30 WinterPlex tests in 90 minutes.

WinterPlex. Faster than most lab 'covid-only' tech. And portable.
And soon it gets Q-TUBES.

Which means a child could literally use it.

LIterally. Take a sample, saliva, mid-nose etc (because we have 5 approved sample types now), and you just place it into the Q-TUBE.

30 of them in machine and it runs itself. Fully automated, Real Time.
Watch the results on your laptop while it runs and perform analysis.

Once Q-TUBES are mastered, they won't stop there.

This process of coating the biological components can be used for OTHER products.

And then we move onto Gen 4 in 2021.
Gen 4 is the beginning of transferring this asset onto new devices. They could anything you imagine... POC's, LFT's?

Perhaps they have already done it.

@MicrogenBioProd are teasing us. CEO says they are still innovating for covid and will launch new products soon.
They've Trademarked 2 new names.
Pro**** and Versa***
Big things are coming. Find me one company that has even remotely anywhere near the amount of catalysts and genuine growth that Novacyt has coming and deserves.
Most - if lucky, are trying to get a single product out the door.

Novacyt is moving onto Gen 3 in a single year, with Gen 4 in sight.
Nova has huge revenues coming in and M&A in sight.
One more M&A this year, and 2 in the first half of 2021.
One may be in the USA.
Novacyt has hired over 60 people already this year and over 20 are up on various recruitment sites in process.
We'r

Just talking to a friend about this and the new test for the q16 and q32 machines. Let’s not forget this is a global company and it’s not just about the uk. Think about this for a second. The Uk has about 1100 hospitals which we are signed up for 300. Hopefully we will get the jan contract for the other 700. France has 1400 hospitals, Germany has 2200 hospitals. Each hospitals takes several q16 or q32 machines. We are then supporting these with tests at roughly $10 profit per test. Suddenly this isn’t just about the UK or France. We could equally land a massive order from anywhere in the world. Just imagine if Trump wanted these in every USA hospital.
This imho is going to explode very soon. More information today on how antibodies don’t stay in the body so any vaccine just is viable for a couple of months. The only way we are going to cope with this going forward is going to be through testing.
Regards
Bramley1967

Just been listening to the 12 o’clock news. A vaccine isn’t going to work as they are finding the antibodies fade. The only way Boris and in fact any government is going to get their economy’s going is through a robust testing program. We have the solution for that and we are one of a few companies that have a test that can distinguish between Covid and other similar illness. We just bought the company who produces the mobile solution so it can go into any ward or care home. We are launching a new test which is premixed to make these machines quicker and easier to use. Plus we have 100 % accuracy
Hold hold hold the facts are the fundamentals. I have every faith and topped up myself today.
Regards
Bramley 1967

Guys if you haven’t read this I suggested you do it talks about the the tech and how this significant increases the amount of test and how simple it is