Member Info for Brentw1

I think it’s just profit taking Valju. You can’t have the sort of gains we have had over the past few days without the shorter term holders and traders cashing in. I honestly believe that the majority of people purchasing shares over the past week have no idea about the company, it’s potential and the direction the sp will go. I’m very happy that this will continue to rerate as and when news drops every so often. Gla

I disagree with the view that this is where it should be at the moment Rcdm, but then we are all entitled to our opinions.

I think this is still massively oversold, even with the worst possible DHSC outcome. But all will come out in the wash :-)

'from other' (blasted fat fingers!)

It's the fundamentals that make this such a sure-fire medium and long-term winner that really differentiate NYCT form our aim stocks. There is no major risk with the cash in the bank, the ongoing sales and the start of the longer-term strategy to diversify. Even the DHSC dispute has a silver lining as it happens..........we are no longer the tail wagging the dog with one massive client.

I have never seen such a banker in my 40 years of investing. GLA but patience will still be required with the de-rampers and the short-term merchants playing silly buggers.

Fair point Chris.

Volume huge on the Bourse (4 times here) and a lot of big (3000 shares and over) transactions pretty much first thing. I have a feeling that WorldQuant don't have to declare a shirt under 0.5% but I wouldn't swear to it. It all looks like them finally bailing out this morning imo.

Hey Trouble, I’ll break out my leopard skin posing pouch if, and only if we reach Porks upper target. :-)

Thank you for that Hillseeker. An excellent summary IMO. I also agree that the DHSC dispute may be looked back on as a good thing, or as a blessing in disguise as you put it. I don't like companies with all their eggs in one basket which was certainly the case 6 to 12 months ago. Novacyt has moved quickly to diversify the client base and I believe GM needs a lot more credit than some of the people on here have given him.

I think we are set very fair for the future, and despite being £31K up over the past five days, I am going absolutely nowhere folks (so pop that in your smoking pants you shorting folks!). Have a good weekend folks.

Starbright.

Not a good, sane idea and James said so in the webinar.

The cash is for investment into a sustainable non-covid future and it would be a massive failure of the board to give away a dividend as a short-term incentive to the detriment of building long-term value for shareholders.

In short, it would be a stupid idea along with a share-buyback at the moment.

Hi Wilson. Nice you have been able to find builders! They are in demand at the moment but suffering badly in getting materials. I friend of mine who is building a house for a client went to the builders merchants to be told that he was rationed to 10 bags if cement.

"10 bags! WTF am I supposed to do with 10 bags!"

"Start with the patio" was the reply.

Sorry for being off topic but it made me smile!

Agree 21ATS. There have been some big sells this morning which are probably profit-takers as you say. Mind you, the more of those that clear the more the underlying pressure upwards to a sensible SP will be.

I will repeat again this morning that no matter what or who's valuation you consider, this is stupidly, mind-blowingly and ridiculously undervalued. The only risk that you have with this share is that you don't take a reasonably medium or longer term view and that you try to play silly buggers day to day (but each to their own).

Anyway, GLA and only my own view (getting fed up with IMO, or even worse, IMHO!)

EliteTrader, and they say that Porks is a bit rampy lol

I think many of us were surprised at the 66% of shares on the Bourse figure yesterday in the webinar. That is certainly confirmed by the volumes over the past few days. What is also of note is the number of transactions, yesterday, nearly four times as many. We are not coming off the Bourse any time soon and PR over there is as important as over here.

We might not like it but they massively influence what happens to the SP. The five euro barrier has gone this morning so that bodes well. I've started to take much more of an interest in what happens across the channel. GLA

I've not said anything so far this morning as I wanted to see what the SP was doing (and it looks positive and robust). I do like Porks but he can get carried away and exagerate a bit (OK, hands up, a lot lol!). I don't think it is malicious in any way, shape or form btw.

I think that Soder's post and calculations are an excellent piece of work and very grounded in my opinion. There are still the DHSC issue of course, but a good resolution here could bring a big upside. Of course, all of our calculations have to make fairly big assumptions as we are not privy to the management accounts.

So where are we? MASSIVELY UNDER-VALUED no matter whose figures we use!

So, collect up all the toys, get back to the excellent research and discussions on here and hopefully we will see another nice sustainable tick up towards the weekend. GLA

Exmex, great find. This could be a massive boost in the States.

WBAFC, are you possibly confusing MacTrader with that twat Macmdude who we kept getting removed under different names?

I can't remember MacTrader doing anything of that ilk.

Brilliant. Through the 4.5 euro mark.

And massive order book building whilst halted. Yay!

Are we in auction on the Bourse? Halted at 16.26 CET

More Margaux called for in that case Basil?