Member Info for ChasPB

Didn’t we put out a note/RNS last year saying we were making larger test kits (1592?) Don’t hear much about them though.

Wow!!!

Nearly 90% to Primerdesign of WHO Covid-19 Expenditure

" The COVID-19 genesig Real-Time PCR tests are produced by Primerdesign Ltd in the United Kingdom. In accordance with the Ministry’s plan, the tests will be transferred to Ukrvaktsyna for further distribution across Ukraine.

The assistance, worth US$13.5 million in supplies and services, will provide state health care institutions with access to 1.2 million COVID-19 PRC tests free of charge. The World Bank’s overall support to COVID-19 testing, including rapid antigen tests, amounts to US$ 15.5 million so far. "

they increased their holdings in the past few days ... NOT

Last hour before RNS will be Interesting if as expected we get a Trading Update RNS at 7:00am tomorrow morning.

Those looking for positions &/or top ups have just received an +80p opportunity from last nights closing price.

FOMO - don't let it go to waste

odb3

Hopefully, your inside a Share "ISA" a/c, otherwise:

The Capital Gains tax-free allowance is: £12,300.

If you do wait for a £1.30 price no doubt you will pass this allowance - the Tax man is waiting???

https://www.gov.uk/capital-gains-tax/allowances

ShaunP - The schedule on page 13 shows that the top 20 shareholders only have 18.86% of the shares, Brilliant!
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If we still have 70%'ish of our shares base traded in Paris Mkt? There doesn't seem to be many French Companies/Trusts taking large positions.

Wonder what would rebalance this to even the Market positions 50% v 50%?
What is Paris/France providing to the Company for this Share (Market) split still to be continuing? Brexit?

New(ish) Investors from USA ???

Northern Trust?

https://www.morningstar.com/stocks/xfra/nyz/ownership
[Institutions Tab]
Northern Trust Investments Inc 234,603 shares

https://www.morningstar.com/stocks/xfra/nyz/ownership
[Funds Tab]
NT EAFE Small Cap Index Fund - NL 59,309 shs
NT Dev Intl SM Idx Fd - NL 58,673 shs
NT ACWI ex US IMI Fund - NL 41,926 shs

Sticky Fingers Holding tight?

Interesting little side note

Shares Issued: 70.64m
Shareholders: 25,000+

[Ref: James Wakefield - AGM 29/09/20 @ 5m28s]

https://www.echo-news.co.uk/news/19023188.illegal-rave-pensioners-queuing-jab/

On You Tube (In English & French)
https://www.youtube.com/watch?v=amjoVe7ihck&feature=youtu.be

Not seen this before, but interesting if you haven't, (apologies if you have)

A little bit of everything: chatter/information/balance sheet/forward planning

[Ref: Offthe record/twitter - thx]

https://twitter.com/OffRecord2020/status/1351444762918854656

NOVACYT - Did you know that there are no more short positions on Novacyt since December 2, 2020 ? Bye bye Voleon and Qube Research.

Source: https://quivad.com/novacyt

Dual listing
France 70% & UK 30% - I believe that was the average opinion on this BB over the past 12 months.

However I notice under the AGM - Investors Presentation Document of July 2019 (not that long ago)(Page 5) it advises
Euronext 90% & London Stock Exchange 10%
https://novacyt.com/wp-content/uploads/2019/07/Novacyt-AGM-Presentation-July-2019-FINAL.pdf

Therefore did the Balance somehow change? or
Is the UK the Junior partner in this company?

I notice that the French address/Paris location is always mentioned first in company communications
(e.g. RNS: Paris, France and Camberley, UK - 14 December 2020 - Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT))

Are these New or Increased positions?
https://www.morningstar.com/stocks/xfra/nyz/ownership
[Institutions tab]
State Street Global Advisors 159,556 shs
SSGA Funds Management Inc 69,677 shs

https://www.morningstar.com/stocks/xfra/nyz/ownership
[Funds tab]
State St Gbl Sm Cp Eq ex-US Indx NL Cl 98,378 shs
State St Gbl All Cp Eq ex-US Idx NL Cl C 61,178 shs

You can have a different Variant of Covid the 2nd time round?
and
Can you have 2 different Variants of Covid at the same time?
or
Would they mutate to become a (Super) 3rd Variant?

TOKYO — The Japanese Health Ministry has found a coronavirus variant in people arriving from Brazil that’s different from the ones in Britain and South Africa.

The variant was found in airport tests on a man in his 40s, a woman in her 30s and two teens, the ministry said Sunday. Japan was working with other nations, the WHO and other medical experts to analyze the new version of the virus, and it was still unclear whether available vaccines would work.

https://time.com/5928445/coronavirus-covid19-virus-variant/

[REF: Naewise 09:56]

ShaunP - not sure if it helps or is up to date, but if you click on the NCYT directors deals icon (above on this page) you get a list of deals and holdings, which may help you.

Are investors still convinced we're due News re DHSC/Tender Phase 2 in the next few days?

and of course, when we move up the "Markets" league table, out of AIM into the FTSE 250 etc, Pension Funds will then be allowed to invest in us.

That's when our brokers/advisers will earn their fees (including ODDO)

Agreed and Thanks Shaun.

I think one of the "Weakest" points for Novacyt is its own Website. Poor in information and difficult to Navigate.
Hopefully this will be recognised by Mandy & Co and be updated for 2021

Shaun P
But does Morningstar include all shareholders?
Legal & General holding not being shown?
Be great to have a "true positioning" of the largest shareholders
****************************************************************

I definitely don't think it does, also it doesn't seem to show a "Daily" change, just the "Last" change and current position

Have just "Dived down" through my Share holding (in my Brokers a/c) into a Major Shareholders tab to see:
Vatel Capital 4,784,384 = 6.77%
Legal & Gen 2,525,909 = 3.58%

(ironically this is supplied by Morning Star thro: Research>Company Data & Charts Tab)
(Is this up-to-date?)