Member Info for cringsing

When it come to expectation management, I think we have to go to the African continent to find more appalling cases. They happily took $30m off their share holders to do it alone” which I am sure for most share holders meant that they would be kept informed. 4 independent zones, repeat INDEPENDENT, and whatever outcome of any of the INDEPENDENT zone (good or bad), it’s material to the value of the company. Cleverly, the AGM voting will be out of the way BEFORE we know anything. I am not impressed.....

to the bottom continues...

Just want to thank the local YGEN cowboys on this board for chasing me off YGEN with all their condescending comments to anybody who questioned validity of whatever we were told by this company. In terms of a good-RNS/bad SP reaction, surely YGEN takes the biscuit !!

I was lucky and got out as 20p and 17p, and poured most of an incredibly meagre win into NCYT, and I today realise I have a lot to thank the YGEN rambling army for.

DYOR and good luck to everybody.....

The drop in my view is due to:
- last year’s result largely as anticipated
- a forward looking statement offering no forward looking data.

If active in 100+ countries, I’d be surprised if not NCYT has binding contracts for 2021 in 100+ countries. That is the spreadsheet I’d have wanted some indicative (caveated) news on.

As a predominantly one-trick CoVid pony, no visibility of contracted revenues (risked/de-risked), I am struggling to see this as a billion mcap company. It’s already proven that vaccines works, so one sunny day the world will no longer be testing for CoVid. The window of opportunity to diversify may be rapidly closing. No doubt NCYT will do well post CoVid, but justifying a valuation of £1bn is something different.....

A little surprised and disappointed that a ‘global’ diagnostics company cannot set (and subsequently) meet investor expectations more accurately. Defo not worthy of FTSE250 status in my view !!

As it’s a 4 lottery tickets for price of 1 kind of proposition, it should be rather good odds. However, when drilling for oil, nothing in my (limited) experience is ever a given.

I do find it rather dubious that PANR throw the $3m liability news at us, at exactly the same day as 2 better reading RNS’s.

https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYL4w%2B4zhbxv%2Fh887FiGug%3D

Doc released Jan 5th.

With a number of expected news releases (RNS’s), this pressure cooker will soon blow the lid off :-)

Goodbye 40’s......

My condolences to everybody here. Epic failure on LR to monetise on CoVid, that’s for certain. ‘Small and agile’ definitely didn’t work to his advantage. Well, this RNS along with the previous 50ish RNS’s have done nothing to the SP, albeit LR (without fail as I recall) having suggested the ‘next’ one will be the one that shows the corner has been turned.

I sincerely hope for all invested here that one day they will see just a bit of money coming back to them. Why anybody want to be long meanwhile is a riddle to me, but I never understood stamp collectors either...

Merry Christmas everybody....

I do not envy the poor sods who decided to sell out of their well-performing YGEN holding earlier in the year, to pursue less leisurely investments in companies such as NCYT, ODX (and several more). They now find themselves in the tricky dilemma of finding a way to spend their profits, when a majority of shops are closed ;-)

Good luck with the 17th.....

General question re ‘spud date’. It’s often suggested as a value increment point. Where I can understand it is a project progression milestone, I do not understand why it in itself could have a positive effect on the SP. Unless (of course) the construction of the pad, access ways, positioning of the rig in itself, weather, ice/no-ice etc are considered factors with associated risks that may affect the entire drill. Does it ever happen that a drill is postponed/called off entirely after a rig is hired for a specific job ?

Asking for a friend ;-))

So ok, spud date is when drill starts / hits ground.

Why then, is that supposed to be a date of any significance in terms of valuation ? Reading the schedule of the drill, it looks like it will continue into April 2021. Am I wrong thinking that (April) will be when we can hope for some factual news re Talitha-A ?

Somebody has to ask the stupid questions. Pity it always seem to be me....

What defines a “spud date” ?? Is it the day where the drill bit touches ground, or the day where it penetrates the layers and enters a target zone ?

Asking for a friend ;-)

I have no idea of total cost of Yourgene’s venture into CoVid, but assuming the lab is now designated 100% for CoVid tests, presumably on some sort of contractual commitment to Caxton or whomever, now processing some 300-600 tests a day for what is little more than pocket money, surely their entire CoVid approach must end up as a commercial failure. I can’t think of any clients having use of a lab test capacity of only 600/d (20.000/mth). Surely way way way higher daily test quantities are required to successfully play a part. I was luckily enough to get out of here just under 20p, and must say I seriously doubt many of the decisions by the company. Appreciate others seem to be able to see a gulden future for Yourgene and I wish them the best of luck. I think they will need it......

Back to April 3rd levels now, so even better buying opportunity today :-)

Must be the worst performing diagnostics share in Europe at the moment.

Funny fact, since the CE approval of Yourgene ClariGene IVD, the NCYT share has gone up with 416 %

Yourgene has gone up with..... never mind :-))

Looks like Yourgene has been somehow disadvantaged by the CoVid pandemic !!

Who would have thought it.....

Awfully sorry to hurt your feelings editor in chief CooperD, but I was replying to a post re the nature of multibaggers in general. To the extent that you find my contribution unworthy, I suggest you either report me, or block me.

Despite your attempt of censorship, it’s still a relatively free country ;-)

Yeah CooperD, multibagging isn’t something YGEN holders seem to care much about ;-)

I reckon YGEN possibly have produced the flattest line of any U.K. listed company over last 6 month. And unless the long awaited ????? TU makes an exception from the habit of publishing fantastic news with no material impact, the flatlining may will continue for quite a while...

Flatlining is however better than most plc’s have fared this year. Unless of course, they are in the diagnostics industry :-))))))

Ocado is 60x what it was 10y ago. (Thank you very much !!!)

Kier (KIE) at the moment is a highly depressed share due to debt. They are raking in contracts like crazy, has built 2 or 3 Nightingale Hospitals, massive involvement in HS2, the govt goto suppliers of new & refurbished hospitals, will turn over probably near £10bn in 2020, yet market cap currently less than £100m as the share is totally unloved. Yes, they do owe money (£400m ish) after many years of mismanagement, but new (2019) managemrnt team totally on top of issues. That’s how multi-bagger opportunities arise !!!!!!

Is it just me expecting YGEN SP to be blown off its hinges next week ??

If any diagnostics share is due some positive sales figures, it most certainly is Yourgene. Unless absolutely NOTHING has happened behind closed doors in the management bunker, the pending trading update MUST be one to lift the roof off the building. And, I will cautiously add, it’s about fecking time !!!!