Member Info for CaptainSwag

"I don't have a high opinion of DA, or his strategy for what I know of it, but, unless attitudes/capabilities change for the better at middle management level he'll achieve nothing no matter how good he is, or isn't"

thing is he came in and did 100 day walk about? supposed to be seeing what was working and also the driftwood...what exactly did he come up with? nada it seems

thing is if you have no coherent strategy how can anyone follow it?

"Surely at this price Novacyt must be a sitting duck for a take over , which would be bad news for private investors."

well for £79.5m you can have the company
good news - they have £99m in cash
bad news - you get the salad maister

you can prob get copies of the food tolerance tests off ebay dirt cheap - courtesy of some chinese company that bought a batch!

hashtag only food test left

Tbh if ncyt' s presentation was to get a bank business loan they would never get it.

Salad man : so the focus is on drivers to establish the base business and at the same time be flexible to react to any new pandemic. Diversification from covid but always with the key marker of generating share holders value. We estimate £100m revenue in 5 years time.

One hour and a lot of pretty slides later

Bank manager : so how exactly will you achieve that figure? What are you planning to sell as your base business and to who for how much ?

Looks round and door quietly closes .

"David Allmond has done nothing to substantiate his salad presentation and its been all fancy corporate diagrams and charts to impress his salad ."

watching the agm video - jeepers it is a hard watch to stay awake for. how many times are they going to drag out the same diagrams and repeat the same "salad". even this bod must be getting embarrassed now?

keeps talking about diversification then going on about covid

can see why the sp is on its harris

they sat back doing nothing as we later found out....except for a few tweets of "busy busy busy" "big things coming" - which we now know was not exactly the truth

it seems as a business they can only concentrate on "not selling" one thing at a time!

hashtag multitasking

"Chaps the CD4 payment will be 'transformational'."

well they will be down to just food intolerance - which they have never managed "significant" sales on before.

hashtag last chance saloon

i suspect obtaining any amount for a heavy loss making product (£300k a month) by a company who after 30 years still can't make a profit - will be considered "significant".......remember they had notified at one point that they were willing just to abandon it to reduce overheads

it is one of those vague terms that is used to froth up the SP - as posters can fantasise about getting unrealistic figures. some on here suggesting they will get a much for this one part of the portfolio as the whole company is worth!

whatever they get will be a good result as they could not even break even on production. the worry should be will anybody care? we have had so few trades for ages that it shows hardly anybody has interest in this share anymore.

if nobody cares then it won't matter what they receive in payment

"It's hard to look at the pay rise as anything other than a big sharp knife in the back."

it is porkies in the trough - 2 of them in the vid looked like they aren't exactly hungry - ambition wise or anything else for that matter.
unfortunately all the tata links / linkedin likes are not appearing to represent actual incoming revenue

the worst thing is that it takes time to develop diagnostic product - one has to wonder how much of the future is also being wasted on word salad

byp - i know we haven't always seen eye to eye on here but some very good posts this morning.

unfortunately the name calling and accusations are are usually inversely proportional to the SP performance. quite clearly things in NCYT HQ are a mess. We do seem rudderless but yet the same people want a huge pay rise have decimated SH savings.

unfortunately on many boards some posters look to blame other posters rather than the bod who actually run the companies they have lost small fortunes in. shutting down contrarian views will not change the SP - only direct action by the bod itself

i stay in NCYT because I think they will win the dhsc dispute....and just maybe they will be able to react to another outbreak that can be monetised. i am starting to go through the agm video - and not hugely impressed so far...but in no way surprised

just to update you that bunny is safe....although confused...he did not understand why the extra security measures were being taken....

hashtag can't be too careful

"However lots of evidence that 2.75 is better at evading vaccines and natural immunity, and plenty of evidence of multiple infections from serial variants."

seems to be pretty much the case with all the omicron variants - which is why it seems the vaccines have had limited effect and multiple infections

i do agree we need to hit hospitals globally

"Shock we we’re on the list."

having held both ...and lost small fortunes on both. i can tell you there are big differences between odx and ncyt
ncyt have good science and showed their flexibility to respond to a global pandemic and make a profit. i think ncyt will win (touch wood) and odx will lose their disputes

however i do think both have pretty rubbish ceos..and could do with better sales teams

decided to bring my bunny in from the garden - just in case...

hashtag bunny boiler

"If BA.2.75 variant becomes more prevalent and hospital admittance increases, "

firstly from my understanding they do not know if 2.75 will successfully fight of 4/5 for supremacy yet.

secondly are ncyt selling pcr tests in significant amounts in hospitals? because the sales this year would suggest not. in which case it seems a moot point

i suspect a 79 year old vaccinated with mild omicron is not exactly going to relight the testing world.

ncyt have said covid revenue down and going to get less and less - unless a more severe winter variant arrives i think we are going to have to believe them.

so where next? what will drive revenue now? until we hopefully get some more cash of dhsc

"CaptainSwag,

What Calderkate is doing is bullying... stalking someone on multiple boards at every turn is very odd."

but as she said - i am the one threatening her? even though i have not conversed with her for months and have never threatened anyone on any board ever!

she has been stalking me for about a year on this board. you just have to look at her history and how i have not responded for months . tbh i don't mind as i just skip a lot of her posts as i know they contain no worthwhile content

but i think my constant ignoring her has finally pushed her over the edge .....going on another board is the next level in very creepy and weird.

kate - i have ignored you pouncing on my every post - for months now....you must be so desperate to go and look through my history (yet again) to see where i post - to chase me around another board..
surely you must have something better to do? or maybe not

anyway - you had a bit of attention. i won't respond again.....if you want to make yourself look ridiculous thats up to you

good luck with your life/tomatoes/horse racing /odx shares
all the best

captain swag

"Cross me big mistake Captain, martial artist or not, your threats don't work"

kate - you are only on here because i have not responded to you in months - even though you seem logged in 24/7 to be able to pounce on every single post i make on odx.

you have memorised all my odx posts as you regularly point out - so you know i have never threatened you. not my style . no matter how abusive or harassing posters are i don't react. might give the odd barb back but only when people take a pop at me.

anyway you spam the odx board please leave this board alone. it is a much more serious board with people who research this share and want to talk about it - and not just about other posters or their tomatoes or horse racing tips or any other rubbish

nobody here is interested in watching you chase me around the board.

ah...now been accused of "threatening" them....lol

hashtag predictable