Member Info for crl123

It is totally right to defend when being attacked. No apologies needed.
There is a lot of stress about.

You’re welcome.
Credit where credit due.
I think it’d be of benefit to direct anger at the company itself and not each other.
As Bluelight said yesterday..how can a company sing its own praises having lost 75% of market value and putting investors through misery? The investors who funded their company.
Total absence of sense of personal responsibility. All the gold standard assays and instrumentation and new testing do not change this simple fact.

Top post Bluelight.
You should tell them this.

DR
Yes I appreciated your numbers. Didn’t go wasted.

It’s not about” being nice”. Who has to be nice? Just don’t buy into the sh** someone writes.
“Hidden agendas?” Just tell’em to take a hike and green box.
What someone writes in a chat forum will not change Ncyt’s share price and only affects someone’s decisions if they let it.
Why buy/sell because of a random invisible poster.
I’m not talking about being nice.
We just don’t have to lower ourselves into being personal.
It’s a chatboard .
That’s all it is.

Mm’s wanting shares via capitulation through investor sentiment.
Or shorters at play.
Or result of seller.
BOD not bothered for some reason.
Hard to know . Just worth remembering this is a recent phenomenon and company is funded until end 2022 by Ocford who have been offered share options at 85p
Tightly auto-controlled.
This will be a while to recover IMO.
Too controlled. They do not like the private investor holding shares.
This may go lower as it is a puppet share.
I would suggest just leaving it to play out. Selling is giving away.
Each to their own.

It’d be nice if people could contain their irritation with what someone says and either just say they are talking …..cks or filter them . And to give up this stupid alter-ego stuff.
Disagree strongly. Very strongly.
But why get nasty and personal ??
It completely ruins any cohesion apart from the invitation to gang-up.
Darton ..you don’t need to be here. If you ever owned then you don’t now. So move on like you say yourself. I don’t get why people do what you choose to do here.
And the rest who are attacking each other ….it puts off balanced support or discussion.
I am an unhappy bunny aand have been criticising Ncyt in last 2 days. As an investor I am entotled to. If I sold out I am not.
It is very painful to be losing a lot. But my/our own choice to invest.
Just think that people should not feed the monsters by becoming monsters themselves.
Say it is total rot…green box…move on.
Infighting re. alter-egos is just stupid. Leave people alone
End

I would agree that the dispute has cedtainly deterred trust. Same happened with PFC and the SeriousFraud Office dipute.Lost so many contracts and its s/p is 15% of what it was 5 years ago.
Nov has been very clandestine with information on contracts( apart from NHS Promate post period). It still is.
It has been living on reputation for gold standard pcr but that is not enough. Its books are dreadful. It may be able to retrieve tax or sell off writedowns but that’s not really progress. The 77m is good to hold. But where is it going? R and D were grossly neglected. Please all and sundry ask pertinent questions at AGM and don’t hold back.
I do not foresee a return of my originalninvestment now for a very long time. Unless they win the DHSC case. Did GM say he saw a good chance? Interesting.
I personally stay wholly open-minded. I doubt they will win outright but could negotiate a settlement.
Once that is done and only when that is done will the shackles be off this company.
I am resigned now to a much longer wait for my b/e on a 60% loss.
“Novacyt prove thyself”. I’d hold it on a banner at the AGM.

Quite simply there is not enough clarity here. We spent months without forward guidance.
Now there is still no clarity re. what exactly Ncyt is going to do. Testing. Instrumentstion. Products are specified. Apart from NHS …little clarity re contracts or 2021/2022 direction. Much usual beneer about privilege and hard work etc etc as is usually said. So much so that it becomes meaningless.
Precise markets??
Targeted countries ( outside US and that fell!)
Very little was actually said. Just reiteration of products and humungous writedown numbers that engulfed profit.
And what are they aiming to do withbthe 77m cash? And the share buyback? How effective? We are at same s/p as March 2020. How can they justify this??
Doninvestors come into their listvof priorities or even discussions? I think not.
Director buys please. Not share buybacks. Become an investor in your own company. With a long term incentive plan to keep you on the ball so that you have to care.
Can’t see it.
Salaries ? Bonuseses? Nice number if you get there.
Every RNS paints a bleaker picture. Followed by a hint of almost but not quite apologetic rhetoric.
Seems almost just a paper exercise to be gotten out of the way.
I do hope people have the wherewithall to ask real(!!) questions to the BOD.
The share price means JS to Novacyt. It looks like 9 months to me before any investorvprogress will be shown.

Hmm. I think the company should fess up and come clean to honest questions at AGM. My considerable experience of AGM’s is how controlled they are and how little full candidness there is. It tends to depend on very sharp questions being asked and the asker not allowing evasion.
Much needs explaining.
I would expect 2022 results to be much stronger . A long way off but all this sh** will be clarified. Petrofac still have the SFO on their backs after 6 years. Destroyed share value. Ncyt need to get the dispute behind them. Their negligence and cloak and dagger communication has destroyed this share price.
I would hope that the points made in this thread re. sales actually count towards real
Profit post winter.
We have somewhat been taken for a merry ride. They need to rectify and gain trust.
Wonder if they will even try.
Not negating your good points in this thread at all gentlemen.

A very very confusing set of results.
Many new tests and instruments seem to have yoelded little in real terms. Peter has taken from Paul. DHSC has stripped all profit directly and indirectly through offsetting products and equipment worth millions. These figires are more confusing than wearing a blindfold in a maze. To me anyway. Whither from here.
Quo vadis Novacyt???

I wish I had not though.
I hope you are not losing too much yourself.
ATB

These are valid questions to put at AGM IMO. This foggy accounting needs clarification.
I get more from reading your analyses than from the RNS. It is almost painting as dark a picture as possible. Write offs abound. Hence the loss. But how real is it? It is like having 2P contingent oil on an oilie’s accounts. It is there but essentially ignored.
I welcome clarification after the direst rns I have yet read. And that is saying something this year.

First time I have put’no opinion’.
I am not sure if hair-shirts are compulsory wear at management meetings.
Is there a rack for torturing captive private investors who they do not consider have suffered enough.
They needed a new CFO as the numbers in each RNS dwindle by default for a new reason.
To actually record a loss H1?? Unthinkable before last RNS.
Nice wages. Nice bonuses.Poor voting mechanism which allows voters to be potentially filtered . Vladimir Putin would be proud.
I do not delight in such posts.
Better to keep peples’ spirits up.
How can you when you just KNOW for the first time that you are bottom of the food chain and that this incredibly talented scientific team has fluffed it.
What about the AGM?
I feel it will just be a number adding exercise and the bonuses will be nicely approved.
2% investor ownership.
I am convinced they want p/i’s out . Always have been. Best way is to bore and depress them. Actively. Whilst drawing a nice wage.
I was a big holder of Infrastrata. 50% of the shareholders voted the management out for taking a fat wage for doing nothing.
It is clear that the share price is an utterirrelevance or a means to a management buyout. Private investors do not(!!) matter to them. One hoot.
My bad for investing. My responsibility.
Graham Mullis did nothing for investors except lose money and faith.
Am I being unfair? Perhaps yes.
I nay be. And I may be wrong. But all evidence supports the DHSC contract as being underrated in its financial effect intil they have to admit it.
If I were resigning I would not be proud of the investor carnage I have left behind.
A new beginning??
The point is…do I trust them?
Frankly ..no!
We are cannon fodder. Nil respect.
Does that mean I will sell? No.
The dispute will prob not finish this year. I was shot down for saying this in Feb. But it’s true.
I am actually just a popped balloon.
No idea whether this company is genuinely expanding or just a lifestyle salary jobbie. All the amazing products. And they earn less than last year with a smaller market share in all those countries???
TBH I am ranting in confusion now.
Yes losing a great amountbindeed but that’s my responsibility ultimately.
ByG** being a shareholder is bottom of the pile these days. Was mever like this.
I don’t expect any upticks.
I expect derision and angry barbs. It’s how bb’s are.
But I am being honest as always.
And it doesn’t mean Ibam right about it all. But there is probably something I have said that holds true.
AGM wiil be a formality .
Apologies for bringing such disappointment. I welcome( polite?) responses to put me right where wrong.
End

It’s not my business and I honour your privacy.
But if you have been buying between 25p and £1:50….even though you have traded some…you must have a fair-sized holding.
I think your conviction seems to have a positive influence here. You seem to know your investment case quite well.
I never expected 4D to go below 80p let alone 70. But with that amount being dumped the they are not going at a fair price from a distressed seller I guess.
Where from here?
Well I never know.
I just see the longer term potential and roll with short term. My 2 other shares slumped today too so I am seriously down and have no cash to buy here.
Of all the shares I own I feel this one has the greatest potential but am distressed myself at lack of communication.

Prob get it in October!
Fair degree of selling went on today.
But decent buys too.
This is truly weird share action.

Well done
Conviction.

Sharcus I fully agree. They are seeking depression and panic leading to capitulation. ProbAbly to definitely. to without question. They have been known to do this for a very very long time indeex. They know how many shares we own. So they when someone capitulates.
A tactic used since 1920’s. Maybe earlier who knows?
I have capitulated bigtime over last 25 years only to see the release of my longheld shares as the catalyst for a jump. Particularly in smaller companies or compNies with limited shares.
We make our own choices.
I can’t prove this is the case but I personally believe it. Selling is too carefully controlled.
The company may have an agenda. But may not. No intervention at all.
So what do we do? Sell and give away?
Hold and tuck away? Buy and tuck away?
I hat p/i abuse.We are lowest on the food chain.
That makes me stubborn. Especially as I’ve been here many times and given in and suffered and also the opposite.
If and when they do raise it they do so very gradually to encourage the fed-up investors to ease their stress. When they have enough they raise it,
My Go* so many stealthy tricks.
Be preparef eventually for that one.
But expect nothing indefinitely .

I just feel it’s at a poit now where you capitulate and give your shares away…or hold and stick’em in the bottom drawer and expect nothing.

I just meant pretty darned bloody low.
Shares have no bottom.