Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
NOTHING HAS CHANGED! -
Remember that! Listen to your own head rather than all the dirty rats that show up trying to spread Fear, Uncertainty and Doubt.
Nothing goes up in a straight line. Pullbacks are normal and healthy. The MM's have capitalised here bigtime (like we all should know they would).
I'm content with my play at various levels (1.88 > 4.98). This company is of the highest quality which cannot be held down or crapped on.
Let the facts guide you rather than emotions (or scumbags).
- Covid-19 isn't going away for at least this year.
- Early signs of 2nd waves. 108 new cases in China. 51 reactivated in S.Korea.
- Every country needs accurate tests. We sell to 80+ countries. 100% accurate.
- 100% detection profile across 6,384 SARS-CoV-2 sequences.
- We have one of the top 3 W.H.O approved tests!
- We have partnered with giants GSK and AstraZeneca & Uni of Cambridge
- We have approvals from PHE, PDA, France, India, Thailand, Saudi + more
- New countries our kit being used Ethiopia, Lebanon, Serbia (no RNS yet!)
- Kit price gone up.
- "TEST, TEST, TEST" called out the world over.
- There is clearly a huge amount of sales/news/RNS to be released.
- Production - currently at 4 million tests per month RIGHT NOW!
- Production - ramping to 8 millions tests within months!
- Production - we're are still looking to expand even further
- So much demand we've had need of a consultancy Co to manage supplies etc
- Demand through the roof / Order book full
- Direct to PCR Innovation live next month. No need for reagents.
- Big update landing within a week - we all know it's coming!
This isn't a ramp. Read it. This is just where we are. NOTHING HAS CHANGED!
All the other tests being ramped are nowhere near where we are. We already have all the major approvals across the world. W.H.O approved. We are proven to be 100% accurate every week. We are already expanding production. WE ARE ACTUALLY SELLING our tests across the world RIGHT NOW! Novacyt is one of a handful of companies that has a tangible, 100% accurate, working, fully approved REAL test that is being sold as fast as it can be made. Others are still in development stages and have a long way to go till various approvals/production/sales happen.
Use you're heads people. Instead of looking at a crappy day i'm looking forwards to this month. So much good stuff to come there's no way i'm being scared out of my holdings and lose out twice when the sales start flooding in. GLA.
MR.Spacetomato - no worries. Need some decent info amongst all this BS.
CAN EVERYONE STOP REPLYING TO IDIOTS!
It clogs up the board and keeps repeating nonsense. Worst still it turns into a tit for tat conversation. SMH
Primerdesign tweeted an hr ago. Once again we are the gold standard!
100% detection profile across 6,384 SARS-CoV-2 sequences #COVID-19 #stay_home #Primerdesignltd
#pandemic #heretohelp https://t.co/CkqSZm11R7
https://t.co/CkqSZm11R7
The price of the share us irrelevant, it's the market cap that you should be looking at. For the SP to double the market cap has to double. Is there a strong possibility the Mcap could double over the coming weeks given production expansion/demand for orders? Imho Yes. The sp could be £5, £50 or £500 it doesn't really matter. Mcap goes up SP goes up regardless of price. Yes it's come a long way but for lack of a better term at this time, for a company that has this product right now it is the perfect storm. GLA.
This guy was talking trash when the market opened and here again. The sad individual is still here midday talking the same shyite!
How pathetic do you have to be to go on and on like some childish twat trying to scare people into doing what you want them to. Many folks like myself are holding, I couldn't care less a out other 10% gains, these highs, lows are expected, the sales news can drop ANY MOMENT!
Plenty times I've sold out of a stock. Never once in all these years have I announced it or trash talked a stock for the sole reason that real people have real money invested (possibly going through tough times) so why would I do that to them? I gave up reading anymore here around 8am. I haven't looked at my PF since. Popped in and the same twats are still here at it. GET A LIFE!
I'm all good with hearing different points of view but you and your nasty lot a clear as day. Clearly trying to manipulate people.
There are 3 reasons you trash talk a stock:
1. You are shorting
2. You are trying to buy back at a lower price.
3. You are a sad pathetic loser!
Valuefinder - you are an absolute clown! So transparent it's almost insulting you think your subtle (not) deramps will be taken seriously.
What make belief are you even talking about? ' If Covid-19 wasn't here then then x would happen' IT IS HERE YOU FOOL! You then go on about NCYT being a one trick pony. They tested accurately for MERS, SARS and EBOLA! We're just lucky those didn't become as big as Covid-19.
Novacyt are very clever people. When you have the top product other clever people work with you (AZN/GSK/UoCambrige). People approve your product and buy from you. Sometimes clever rich people buy you out! It's as simple as that!
You cannot talk crap about the best quality products! They tend to stick around. Rant over.
Dunno if anyone watched it? Pretty glaring realisation that we are nowhere where we should be, lockdown will last much longer and above all testing is lacking massively!
Gov been talking about a recent huge ramp up so something should be made public soon.
It's stated a lot but TESTING, TESTING, TESTING really is the thing most urgently needed worldwide to know where we are and try preventing a serious economic disaster in the second half of this year.
The news we're looking for will surely come. Knowing when is anyone's guess but you dont do what the company has done (and doing) without massive demand which equals sales. The ducks / breadcrumbs are layed out for all to see. Pretty obvious where they all point to. GLA
525 down to 445. Utterly ridiculous drop off that RNS which sets us up so clearly for huge things.
If nobody learnt anything from yesterday than you should prob give it up. These idiots saying they've "SOLD ALL" ain't sold SH1IT!
Trust the facts or more fool you! I'm holding absolutely everything and topped up 140s @ 449.9999 8:36
Don't listen to these idiots listen to your own head!
Current price treats RNS like it never happened! Ridiculous!
Like yesterday I've topped up. Hold those golden apples or cry later. GLA
£5 is only just the start. Wouldn't have believed it a few weeks ago but now the £10 to £20 range is actually real. I'm gonna be sitting on my hands today.
Think a bit longer and bigger. Enjoy the day guys :)
mercedesman - Well said. I couldn't have said it better myself.
Think i'll be going to sleep with the stupidist of grins tonight ;)
Shorters! I shall think of you in the morning when I make my TOAST!
I shall laugh, my word I shall laugh :D
Thanks 888!
It's taken many years of up and downs and BIG losses to learn to go against your emotions and to trust yourself and the facts.
Nice to see it finally play out. Still learning :)
GOOD LUCK BUDDY. I hope you win big :)
I've never timed something so perfect in my life :D
My post @ 16:18
"Putting my money where my mouth is.
incoming:
16:12 357.00 560 £2K
Topping up at -27% yesterdays price. No brainer!
The whole month of April is what i'm looking at and news will surely hit so i'm staying strapped in for it.
"Be greedy when others are fearful" Warren Buffett"
I then saw the RNS and quickly bought another 2k 512 @ 389.90 :D
WELL DONE TO THOSE WHO HELD STRONG. GOOD LUCK FOR THE MONTH AHEAD :D
Putting my money where my mouth is.
incoming:
16:12 357.00 560 £2K
Topping up at -27% yesterdays price. No brainer!
The whole month of April is what i'm looking at and news will surely hit so i'm staying strapped in for it.
"Be greedy when others are fearful" Warren Buffett
I wasn't talking about the wider market though am I?
I'm talking specifically about NCYT. Even if the macro climate changes for the worst that doesn't change the worlds Cornovirus problem does it?
NCYT has taken a hit today but NOTHING HAS CHANGED as far as the company goes. The world still needs what they have regardless of the wider economy.
Remember that! Listen to your own head rather than all the dirty rats that show up trying to spread Fear, Uncertainty and Doubt.
Nothing goes up in a straight line. Pullbacks are normal and healthy. Whether this was that maniac Trump or whatever else being the catalyst the MM's have capitalised (like we all should know they would).
I was up for 7am to see if there was an RNS. As there wasn't (and not feeling to ogreat) I went back to bed and woke up late to the morning mayhem. Glad I slept through to be honest as it wouldn't have done much good watching this. I'm content with my play at various levels (1.88 > 4.98). This company is of the highest quality which cannot be held down or forgotten.
Let the facts guide you rather than emotions (or scumbags).
- Covid-19 isn't going away for at least this year.
- Early signs of 2nd waves. 108 new cases in China. 51 reactivated in S.Korea.
- Every country needs accurate tests. We sell to 80+ countries. 100% accurate.
- 100% detection profile across 3,688 SARS-CoV-2 sequences.
- We have one of the top 2 W.H.O approved tests!
- We have partnered with giants GSK and AstraZeneca & Uni of Cambridge
- We have approvals from PHE, PDA, France, India, Thailand, Saudi + more
- New countries our kit being used Ethiopia, Lebanon, Serbia (no RNS yet!)
- Kit price gone up (double) to £2009. That's £20.92 per test.
- "TEST, TEST, TEST" called out the world over.
- There is clearly a huge amount of sales/news/RNS to be released.
This isn't a ramp. Read it. This is just where we are. NOTHING HAS CHANGED!
Use you're heads people. Instead of looking at a crappy day i'm looking forwards to this month. So much good stuff to come there's no way i'm being scared out of my holdings and lose out twice when the sales start flooding in. GLA.
As mentioned earlier looks like a pretty clear wedge forming with a possible breakout from 14:00 onwards which could keep us over 500. Saw similar wedge morning of Wed 8th. Folks will be wanting to get in before the inevitable news starts dropping. I've put in my third tranche today and have shifted to a firm hold. Waiting for a pile of paperwork on the boss's desk to be signed and put in the post ;) Even then the news could be so juicy that my hold could last through the summer/year. Gonna be an interesting week. GLA
NCYT came on my radar on the 30th March - Test Update RNS.
I took a punt, bought a decent chunk next day which I planned to flip thinking it'll pump for a few days (it didn't so kept my nerve and held). As I read more about it I began to gain confidence realising this thing was the real deal. So kept topping up. Buying so far went like this:
31 Mar
ISA - decent wod @ 188.73
SIPP - same decent wod @ 191.49
06 Apr
ISA - double downed (same size wod) @ 224.90 (watched it fly up like an idiot)
08 April - WHO and AZN/GSK RNS
ISA - BUY £4k (all I had left) @ 253.7
SIPP - BUY - BIG WOD! @ 252.5
Thurs - sold the £4k @ 375 to keep my head straight.
Compared to most here I came on board very late (can only dream of being in Jan/Feb) but I think this has plenty legs (sales/approvals) and opportunities (like T/O or Antibody test) yet! Sales are inevitable so it seemed like a no brainer even at these prices. So much news to come and I also note our rise has been strong but steady compared to other big bang +80-100% Pharma stocks.
The above i'm now holding for the med-long term for now and will adjust as news comes. defo not selling out earlier as I don't want to miss a possible takeover. So excited for what this week will bring now the Saudi's have approved us too. Tests, tests, tests has to mean Sales, sales, sales! Good luck all & stay safe!
So, I've been trying to workout various prices/scenarios and what it would mean for my ISA/SIPP holdings. The closest I've been to a T/O was when I sold ARM a month before Softbank bought it out (not happy!).
Here's my hypothetical scenario (using simple figures that happen to be approx where we are right now):
Scenario: GSK/AZN want to buy us for £1 billion.
Current Mcap = £250m @ Current £3.75 ps
I calculate the deal equating to:
4 x 250m = 1 billion Mcap
4 x 3.75 = £15.00 ps
Hope my calcs are roughly okay so far?
So my question is in this scenario how would such a deal playout for shareholders?
1. Would our shares suddenly be worth £15 once deal is done and we are free to sell?
2. Would the market share price become £15.00 for everyone? Possible scramble to sell?
Would love to hear from those in the know how T/O deals pan out. A few weeks ago I didn't believe in £5-10 but now it truly looks like the world is our oyster so i'm trying to prepare myself for the bigger numbers now. What a ride so far. Bring on the news! :D GLA
Just realised above calcs would prob mean GSK/AZN are buying us for 750m (750m + current 250m Mcap = £1 b). Anyway, someone throw me a bone pls :)
I'm fully locked and loaded up for the long weekend. Super happy and excited for what's to come next week. :)