Member Info for Bramley1967

We need just a sweet nugget to be released. I am sure we are going to get something straight out of the left field we are not expecting. Or the USA numbers are going to be given to us and it will make the nhs order look like a part time job.

If that was GM’s plan I would be selling up to one of the big Pharmaceutical companies. Take a massive chunk and then be kept on board to steer the ship for the next 5 years with the knowledge he has made his stash already. He is shrewd cookie so maybe he has hatched that plan already?

so odx got the antibody test from the uk goverment which is a shame, its goingh mad over there

looking at the chat on the bourse this isn't being talked about so not on the radar yet over there. plenty of French on twitter just doesn't seem to filter through over there.

So amid all the euphoria yesterday i think its important to look at the competition. As you know im well invested here and that why I looking at whats going on. we weren't the only one awarded contracts yesterday and i suspect this is part of the governments approach about whether our contracts are extended
so yesterday
http://bidstats.uk/tenders/2020/W41/736296995 Provision of OptiGene GenieHT machines and Covid-19 RT-LAMP Test Kits
Provision of goods to support the UK Covid-19 testing strategy OptiGene are providing RT-LAMP machines and test kits to support the UK Covid-19 testing strategy and to enable mass testing for C-19 through rapid testing and to supplement diagnostics capacity.
there was some talk along tome ago on the board about us being linked here but im not sure we ever 100% proved it. 323m contract.

http://bidstats.uk/tenders/2020/W41/736296981
Supply of goods (test kits) for 6 months (with option to extend for a further 3 months) for use as part of the UK Covid-19 testing strategy in support of Pillar 1 (NHS swab testing)
47m contract
Shaun p though you should add these into the spreadsheet. Firstly this shows the governments commitment to covid testing. Secondly it shows how well thought we are as we did land the biggest contract.
be interested to hear the views of the old timers on here
regards
Bramley1967

If you go to that link I posted you can search all the Scottish tenders

We know thats not the short anymore so wonder who that is?

well bit more of research shows they went for the Abbotts test
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT396199

https://shortsell.nl/short/NOVACYT
all shorts now showing 0% Nothing holding us back now
regards
Bramley 1967

http://bidstats.uk/tenders/2020/W41/736362519
So Scotland have just bought 3 mega machines from Hamilton
https://www.hamiltoncompany.com/automated-liquid-handling/assay-ready-workstations/magex-starlet

The MagEx STAR and STARlet are fully automated solutions for magnetic bead-based nucleic acid extraction and is ideal for isolation of pathogen RNA from Coronavirus (COVID-19). It is designed to be used with a variety of kit chemistries from leading partners, including those that are FDA or IVD approved, and can process up to 96 samples at a time.

There is nothing on the bids status to say what tests they will be running but one would hope that will want to run the best?
regards
|Bramley1967

I was just thinking if GM said the first nhs contract was a minimum of 250m and its turned out at 460m for 300 machines how big is the follow on in Jan for 700 machines 1 billion? Is this why he is saying we will be a mid cap? Because he has know this order has been going on behind the scenes for a while. I’m still convinced other European countries will follow our lead.

Good luck all the long term Nova holders. These are the days we knew would come which is why we held. Don’t let them have your golden tickets today as they are becoming rarer. The mm will tree shake today to try and scare us. We’ve been there before. Care homes. Bigger contracts from the nhs coming jan. USA sales. Who what’s happening to the 500 million tests they wanted. India South America. Hospitals adopting the same approach as the uk in Germany and France. Dyor but we have a king way to go imho. I billion m cap sp£15 is getting closer. Join up the dots.
Regards
Bramley 1967

Thank daveri007. I was very tempted to sell my self today but with so much news around the corner I know the moment I sell we will get another piece of news. As GM said in the agm right at the end “ This is just the Beginning „

Just seen this on twitter and im not sure if its already been talked about. As we know from previous RNS we supply the test for the labs that this refers too. This is another large order from today

http://bidstats.uk/tenders/2020/W41/736297069
AZN also got 152m£ award :

New clinical diagnostic centre in Cambridge to extend lab capacitys
Award include all associated consumables.
Services scaled to support covid testing.

How much more pcr, covid-HT pcr, reagents, mastermixes will #ncyt provide ?

They will be closing out today for sure. But only if we let them. They can only buy if someone is selling.

Good indication only so many of these golden tickets available. Don’t give them yours. More news to come will drive us higher imho

There will understand the need to get information out to the shareholders more then anything else so we could see a lot better news flow on Twitter and on the website. I think full blown RNS wil be reserved for large news. I would much rather see on Twitter someone keeping us up to-date with the order book if possible

£15 is circa 1 billion mcap. This doesn’t seem that far away. With another large order of the confirmation of the sales figures from h2 we could easily get there. Patience is a virtue here and in time we may surpass that milestone. That’s why the current price is still worth investing in imho. That’s why I am holding.As GM has said several times publicly he wants Nova to be a mid cap player. He also sad in the latest Agm that this is just the beginning. More products n9 doubt will be released which we will be astounded at I’m sure.

If you look at any of the P/E ratios of many of the pharmaceutical companies and applied them to Nova we would have a significantly higher sp then it is now. Again for new investors we have an appointment of Numis Securities Limited as Joint Broker to the Company this is for the UK and Oddo for Europe. This two companies will bring in significant larger investors and also we may see a broker note based on the fundamentals.

If you are new to Novacyt and are thinking of investing here then I thought it would be good if the few of us that are invested here long term to give you a taste of what could be happening going forward.
Firstly we have the recent NHS contract. This had been on the cards for a while and this has given the company a couple of things. Firstly we now have a 250m contract and this will be upgraded to another 700 hospitals in the new year which will bring in another 500m contract. This will make other countries around the world look at how we are doing things. The European market is huge. Germany have been one of our biggest customers and have circa 2000 hospitals. France we now have a 2 gene test that was needed and we could see a huge order here soon. France has circa 1700 hospitals.
The company is lead by a fantastic management team lead by Graham Mullins. He has consistently delivered on his promises and on timelines for products. We were told about a new antibody test and this was launched recently and will bring in another revenue stream.
We are instrumental in the new super labs as we have a high speed test that was made in conjunction with Astra Zeneca. We also have links with GSK and university Cambridge.
We have a short position that has been closing over the last few days from 1.09 to .56% and it looks like this is going to carry on and drive the sp further
Please everyone add on to this thread with the other wonderful rings we could/ might be seeing in the future. Let’s keep the good news following for future investors
Regards
Bramley1967