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Just to point out... we're expecting results towards end of month but in reality going by the last 6yrs they could drop any day!
Will be little pullbacks here and there as the short-sighted jump off the ship. All healthy stuff. Stick to your research and hold for gold.
The way I see it Jan report will set the course. 2021 will likely be non-stop revenue like we've not seen before. Holding for another 12months and beyond is where the ship leaves the water and starts flying IMHO.
Good luck long term holders!
If that transcript came out today it would still be mighty impressive. The fact it came out in September 2020 is nuts!
The stuff that must be going on behind the scenes since I think will boggle some minds. Remember Novacyt has shown us their first card with buying IT-IS but we are only at the beginning of the companies true transformation into becoming a leader in the $70 billion diagnostics market.
We've always proven to be a step-ahead with products, Winterplex, Promate, VersaLab are now in PRIMETIME! The testing for the new covid variant are covered and ready and just when you think 'how di they do all that?' We have Antibody testing, LFT and LAMP ready any moment.
The next 3-6 months will be game changing IMHO. The writings been on the wall for months!
GLALTH :)
There was a general product tweet from Primerdesign about a week ago where they mentioned "airports" (for the first time I believe).
Could be coincidental or a little clue for things to come.
News today.
Alexion is a already a $26.48B market cap company!
Just goes to show how easy it is for these pharma giants to scoop up a little company like Novacyt. A couple billion is nothing to these guys when they know they're buying top quality. Novacyt is still so undervalued but come Jan it'll all be revealed what we have cooking and what we're now worth. IMHO I think we'll be scooped up March/April 21 for a at least a couple billion.
https://uk.finance.yahoo.com/news/astrazeneca-alexion-acquisition-pharmaceutical-industry-takeover-coronavirus-immunology-health-153137275.html?guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAAKSiFgNDsqlfXYThVqhdeymbVnSGYZegpAfG7g9XSX71cNma0g1jMHTt5OzgFRIx-IQ4JQ8Stjtw5y9owq5D5jsqwpMREiZdTjCIR_9o0jDqJNWuUV17A3dYerKfYM57TpFt-Z9ea3C66gaGscAkEGH7Z4vJ9129b1cm5lhPCWU
Good enough for them, good enough for me.
Back in with another long awaited top up:)
13:30 - 267 @ 747.18 - £2K
I'm just gonna repost the info from Deas999.
"When the MM games start tomorrow remember:
1. Over 10million tests per month.
2. Debt free.
3. Promate is most likely there to solve the complexity of the Q models.
4. £500k director buy at £8.17.
5. Versalab.
6. Broker note doesn’t include Ph2.
7. Spanish tender.
8. New test for new covid strains due.
9. Antibody test.
10. Q16/32 machine production increased fivefold. This wouldn’t happen without demand.
11. Winterplex test panel (already bought by the Gov)
Hold onto those golden tickets, only 72million available."
Any silliness in the morning and I will have found some money behind the sofa to go in. If i'm lucky enough I have a decent rise on one of my dog shares i'll be selling that (likely at big loss) and putting straight in here too. Disgusting behaviour by that journo. Really getting sick of the kicks we've been getting lately when it's so undeserved. In for the long haul so just as convinced where we will be in just a few months from now.
We will have the last laugh sooner rather than later. Not selling a damn penny!
Keep calm. Don't panic. Let the facts guide you NOT BS!
GLALTH
Can only agree with you but I think there is a lot going on behind the scenes that we don't know about. We have a presence in the US but it is said to be a tough nut to crack so months of work is what I'd expect (add their idiot leader who isn't exactly pro testing).
We know from RNS's that they are making good progress in the US, have secured a major distributer/company deal and that the US is one of their most important markets.
Genuinely feels like something big is cooking. How long it takes to boil I don't know but when it does I think it'll blow massive.
Excellent read! The U.S situation is serious and Novacyt are prime candidates to supply.
These paragraphs describe everything NCYT can do for the U.S issue (especially read the last one):
"The lab company said operations are being squeezed by shortages of testing chemicals, pipettes — the slender tubes used to measure and dispense chemicals — and other supplies. Those items are produced by a small number of manufacturers worldwide.
Facing supply constraints and spiking demand, many hospitals have been forced to send some Covid-19 tests out to large labs like Quest for processing, delaying results for patients.
“If I can do the Covid test in-house, we’re talking a small numbers of hours. If I have to send it to a reference lab, we’re talking about days,” said Dr. Patrick Godbey, laboratory director at Southeast Georgia Regional Medical Center."
Novacyt can provide the machines they need to bring testing in-house, the chemicals in the most efficient way, a whole suite of highly accurate tests. Also, read today Microgen have found a new method of not needing mass numbers of pipettes (see para 1 complaint).
USA really should be buying ASAP.
Major overreaction. All of us should have known some kind of vaccine announcement could come anytime. I expected some level of pullback but this is just ridiculous!
This is a very specialised vaccine and needs:
- to be kept at -80 degrees!
IF it can be successfully produced at scale passing all batch tests it then needs:
- specialised -80deg transportation (international/national)
- specialist -80deg storage facilities
- because of above will need to be administered very close to storage facilities (not sure how many -80deg fridges are knocking about?) or new infrastructure/equipment needs provisioning.
- Once administered to VERY selective tier of candidates they need a 2nd dose soon after.
- Then we go onto DOES IT WORK as stated? - DOES IT LAST?
- Are there side-effects?
- Are people willing to have it?
- Mass population dosing is way down the list.
pfizer say potential to provide 1.3B doses by end of 2021. That would be the ABSOLUTE best case scenario providing months of initial production/approvals/dosing goes to plan. The world population is 7.8 billion. 1.3 billion doses is enough for 1/6th of the population or 16.6%.
So absolute best case is "PRODUCING" doses for 16.6% of the population should "EVERYTHING" go to plan.
Actually getting to administer those doses is an entirely different tack.
Facts are: Novacyt are going nowhere! We are going to need heavy testing for at least a few years yet, by which time we would have grown into a very different beasty of company.
This is an easy hold for all the LTH and a gift for those who felt like they missed the boat. 2021 will be gold for us.
What happened today:
- Big boy/s dumped a ton on the news
- MM's thought cha-ching and dropped it hard
- MM's in the process hit a stop-loss after stop-loss causing an even bigger reaction
- They whole time they line their pockets and load up with cheap shares.
- The big boys who dumped high will be piling back in as they know where this is going (why they bought in the first place).
- Us poor PI's unfortunately have to endure more of this gut-wrenching rollercoaster ride.
- End of the day it's there for all to see our contracts are in place, money is in the bank, mcap is more ridiculous than it already was., demand is going NOWHERE!
We just need to let this news sink in, let the market digest what it truly means and then sanity will prevail and we're off once again. I didn't login today and I won't tmrw either. We've been here before keep calm and let the facts/fundamentals guide you.
GLALTH
You couldn't make this shi1t up!
Let em try doing the rounds (and pi55 away millions whilst their at it) sooner rather than later they will stick to what they know is the obvious/safe/stable choice.
Boring week in general so not been too bothered keeping tabs. Decent consolidation time though. This will start moving soon as the writing is clearly on the wall.
I've decided if it pumps today i'm gonna buy myself some new trainers. If it doesn't pump today i'm gonna buy myself some new trainers coz i'll be very bored.
GL
I'd say so. 3 days of carnage is about as far as I can see pushing this stock down. Way oversold.
I came to a decision to sell another stock at a £600 loss to put in here. By the time I decided we starting pumping and missed the gift prices at £7-9 range.
Just topped up again just now:
09:58 - 302 @ 915.9999 - £2800
Not too fussed to be honest as never thought we'd be below £10. Sticking with the long-game (2021) so it'll all come could down the line.
What a silly week. Really hope LTH didn't sell out.
GLALTH
Don't beat yourself mate. I hovered over getting my initial investment out on Mon morning but seeing how strong it was thought i'd stick to my hold and went back to sleep. Woke up an hour later to WTF just happened. Can't even speak the losses over following days so I didn't login to actually see the numbers. I'd be rolling in it if I had sold but in the grand scheme of things i'm ok with it.
I was kicking myself yesterday for not buying a touch under £10 so today was just ridiculous to come down the same amount. Don't worry about finding bottoms or tops. Averaging will come through sooner than later. Just gotta ride this little storm for a bit.
These 3 days have been way over-the-top. Total belief in where we are now and where we're going so shuffling funds about sold one at 20% loss and straight in here as see me getting that back in no time with NCYT.
16:27 - 292 @ 851.90 - £2500
16:29 - 211 @ 847.00 - £1796
Probably the best company to be in especially for the coming weeks and months. Trust the facts. No brainer.
Obelix - Versalab & Promate are recent trademarks registered to Novacyt who's status has been progressing so looking like getting close to announcing either to new tests or test system.
Some say one will be a complete mobile solution (maybe Versalab). Exciting stuff.
It can feel like it's just us getting attacked but switch on CNBC/Bloomberg the whole market is full of red. Seems to be covid rates increasing and election jitters causing a mass sell-off. When this happens everyone gets dragged. Funds secure money regardless of what they're invested in ready to pounce back in on the drop.
Every share will have it's set of scumbag vultures circling waiting for these opportunities to start slinging there mouths off trying to create FUD and panic holders outta their shares.
Keep calm and remember:
- the world is entering the 2nd wave of coronavirus
- on top of that it's winter flu season
- gov's everywhere are low on testing solutions
- our tests are real, in mass production & the best!
- a ton of news set for release
- we own our q16/q32 machine building company
- we have our antibody test waiting in the wings
- care homes trial/order could be announced any day
- zero debt
- recent UK order about the size of our market cap!!!
- 130 countries being sold to for over 6 months
If you can't topup or buy you could do what I've done this week. Not login to see 10's of thousands virtually dissappear. Sit on your hands, go do something else more enjoyable. I recommend watching Derek and Afterlife on Netflix.
Things will sort out here sooner than you think as we're in the right place, right time (horrible tho it is) to take advantage of this bad situation the world is in. Once market settles money will come flooding in to where it makes sense and I can't see a clearer more obvious place than Novacyt.
Keep calm. We're in the best boat on the seas. :)
Breaking News on Bloomberg.
Very hard to say as there is so much blue-sky potential. As a starter the two broker notes suggest an inital target of £13.65 (Numis) to £14.63 (SPAngel). These are initial targets though with Numis giving a blue-sky target of £34 (on roughly the basis of 1 billion in revenue - consider the U.K order is worth about half a billion).
Keep your nerve. Do as much research as you can reading through the RNS's. Get on The Twitter and regularly search #NCYT (Latest news tab). Start working out for yourself what makes sense once you digest the facts and go with that.
Personally, I feel like £15-20 could be achieved by 2020. 2021, however is the once that is very difficult to call as the blue-sky potential is huge so can see anything from £20-£50 depending on how things pan out (or if we've been bought out!) and how long you hold.
IMO the hype here is very justified (so don't think hype is the right word) but don't believe me or anyone else. DYOR and find out for yourself. Good Luck!
Not much to add but we are smashing through these milestones like there's no tomorrow.
With £10 crossed I think £11 will fall before you know it. Not worried about any little retrace as it's needed to bounce to higher levels. Remember the bigger picture is 2021! That's where the magic happens.
Totally convinced we are in the middle of a perfect storm and it isn't even winter yet when it all really kicks off and the fruits of NCYT's labour are truly revealed.
We all know what happens on FOMO Friday. Selling now you lose your chance to be in for a Fri/Mon game changer RNS. Ducks are lined up, so much to be revealed.
NOT SELLING A BEAN!
GLALTH
Saw this posted on The Twitter (article released 20 Oct 2020).
---
- Companies have advanced 68% on average since March lows
- Still, valuations relative to S&P are low compared with peaks
Firms that provide Covid-19 testing capabilities have skyrocketed this year and there may be more room for their shares to rally."
----
https://www.bloomberg.com/news/articles/2020-10-20/rally-in-covid-testing-stocks-here-to-stay-in-virus-resurgence
It's a general article across the testing industry but bodes very well for the foreseeable future.
Just now during the Coronovirus Briefing.
They made a real point of how serious the care homes situation is. Boris briefly spoke about hoping the care home trials they have going come through soon.
Not heard them talk like this before about how dire the care homes situation is.
We must have this in the bag with our care home trials and mobile testing.