Member Info for crl123

Great posts. More informative and generally speaking more mature than the average bb.
I am a very large holder on a large loss. All my profits from last 2 months. I have been buying and selling Ncyt for a long time.
I never ramp nor deramp.
I have been investing 30 years and still make mistakes. I did not expect the market to take advantage as much as they have. Should have known better:-)
Been in PFC/Capita/TullowGlen/Stob and so many more . Going back decades. When under pressure they become Pinnochio shares on market strings divorced from reality. Last week was dddd.
This week Ncyt. On the back of excellent results with an unnecessary gaffe at the end regarding “difficult” forward looking prospects for 2021. Let’s look at the facts.
1) It is a traders share being played by the City right now until enough money has been made.
2) Results well over expected revenue and enidta with 80% conversion.
3) Cash rich. Investing in the business.
4) Expansion of products and not just covid. PCP tests ongoing to reflect mutations. Vaccines as yet not fully tested in mondo ( global efficacy)
5) Acquisition of instrument manufafacturer to expand production.
It’s not just about drugs. I am involved in certain political wranglings via MP re. Covid treatment drugs and their usage.
5) DHSC is a slow moving rock formation. Replies via my MP can take up to 5 -6 months. They are secretive and a world unto themselves and they are allowed to say nothing re. business contracts. The no-mention of extension may have meaning or may be a red herring. Not worthy of a 25% fall in share price. It was profit taking and City manipulation.
It is-according to my experience-likely to continue here a while. It’s how they work.
Shorters on bb’s have minimal effects.
6) Revenue and profit are likely to exceed 2020 in 2021. Not shrink. Testing may or may not peak. It will certainly divesify into 2022. World vaccination will go well into 2022. Travel testing. .Ensuring vaccine efficacy and longevity of efficacy testing. Prevention of further outbreaks of coronaviruses ( usually Sars/Mars) . Border testing. School /Office testing. WHO global testing to monitor viruses. Etc Testing is likely to reduce in certain arenas but expand in many if not most. It is likely to become a part of society . 6 months ago Boris said we would be free by September. Please!!!
Covid 19/20/21/21 etc is here to stay. Coronaviruses do not die out. They ALL mutate. Ncyt is expanding its products with the changing world in mind. It has done well to recognize mutations and also deals with testing other diseases.
7) Like SNG with I-beta it is expanding into the enormous and ongoingly vulnerable US. Global expansion is crucial for growth.
8) There is competion. So diversify.
9) AIM is fickle. Share prices are based too often on machinations and not true value.
Sorry .. long post. Let’s recognize the reality of Ncyt ( even its unnecessary RNS gaffe) + reality of govt unwealdiness and sh

Sadly all my letters and emails to the relevant govt. dept ( sent through my MP) regarding 001 go unanswered. I received a reply to my May letter in November.
Even my MP is disillusioned and confused...and he i a true blue. Not thst he really supports Bumble’s decisions-or lack of. We are blessed with a fumbling inadequate govt. and the non-use ( as farcas I know!!) of 001 is tantamount to culpable. homicide. Nearly 4m deaths in US yesterday and 1,325 here in UK. Roll out of vaccines is grossly inadequate. And we don’t know yet if this will stop covid anyway. It will probably become a permanence. Treatments go alongside vaccines. Coronaviruses are not like many other viruses. The vommon cold cannot be permanently eradicated. Not can flu-jab or not.001 has a place regardless of vaccines. Vaccines determine short term investor sentiment . They miss the point of the reality of sng001.
The market wants investors to sell. It releases shares on the cheap for them to hoover up. Don’t expect a RNS. They come when there is a reason for one i.e. only on real news. So a RNS will only appear on news. Wishful thinking only leads to disappointment and shows lack of trust.
This govt. is pathdtic ( I resigned my Con. membership) regarding covid. Hence nearly 70,000 new cass yesterday because the idiot did not extend lockdown through December and Xmas. He ignored all advice. Rocket science? I wrote to my MP in November saying this would happen..and he agreed and passed my email to the Dept of Health. Again! FWIW.
Boris is like Chamberlain with Hitler’s piece of paper. Enough ranting.
Share price is being played with.
Nothing has changed.
Vaccines have not eradicated covid.
Nor are they likely to.
Treatment is needed urgently.
It is governments failing us-not Synairgen.
If you want to make money then hold your shares as this is just market game playing to be expected. Short term is just what it says on the tin.

Such a shame that you get people who just need to grow up and don’t know it. And would not admit it anyway( I await the inevitable barbs).
How is anyone supposed to have a decent interaction on this share and company?
If someone is being a tw** then either filter or ignore them ( me included).
Joining in just feeds them. Maybe I’m even doing now myself.
Decent posters all too often get crowded out. Unless you enjoy persnally abusive banter ..the filter is a wonderful thing.
I await being attacked myself for this....yawn...

Areas beyond covid. Yes indeed. The beauty of I-beta.

Lots of possibilities as to why the price has been and is being manipulated ( yes I said manipulated) down. It’s not supply/demand volume. I don’t want to go through all the possibilities but some have just been mentioned. The market is whispers behind closed doors which we cannot hear. Whether Polar involved/others under 5%/ shorters under 1%( unlikely)/selling of alarge holding/accumulation/asking my old mm mate to drop the price?etc etc
There is no imminent news due.
Home trial depresses me too.
Govt. ineptness even more ( I am actively in contact with Dept of Health..since May!!) Inept. Ex party member still politically involved with 001 vi a my MP.
FWIW!!!
In the long term I-beta is a winner but ya gotta grit yer teeth. Short term this share goes anywhere. Hang in all . Games being played.

Some good posts here!!
I like the shareholder groupings. There is a lot more to it though. Institutional control behind closed doors. Accumulatio or reduction by one or more large holders and shedloads more that I don’t even know about that surely goes on.
Tiger...shares can NEVER be predictrd. Charts/results/micro or macro events. Probability is the best we can do. Right now the share is being manipulated on a downward trend. It is carefully done in order to catch out punters. I have been trading 36 years. Never seen it like this before about Lehmans in 2008 and now it is rife because-probably-of the amount of private punters they can fleece.
I will only be honest. No odea at all if this will continue to dive. It might be to setoff stop losses or sell or accumulate. Charts are limited. They do not take in the other stuff going on -some of which is indeed insider trading but not traceable.
I’m not trying to muddy the waters. This product should be in every hospotal. My contact with the Dept of Health ( via my MP) goes back to April. They are incredibly inefficient and even my MP is astoinded. RM is doing all he can. This govt. deserves to be taken to account legally for its incompetence with covid. I am a resigned Party member. So the absence of the take up of a fast-tracked and life-saving product is just depressing( to me)
The share price? ...well I hold many many shares. Unless there is volume then it is carefully controlled. You will have to join the rest of us who have no idea what next week brings. Pain or pleasure.
This share should be a multiple of £1.39 but too many shackles and chains in the market. Once approved and marketed by this wuasi govt. like the Oxford vaccine and it will be gold dust.
Until then...could go down furtger on the bell Monday. Or could go up.
Or go down intil 4:15 and the up. I have seen that many times.
Stick in there.001 is a gem of a product.

This really should be sitting on a lowest floor of 16p . This 8.8p valuation is a giveaway. I have held for 7 years. I think I demurely have a right to express that evaluation.

14 m + much more true to form. And that is at a conservative $51
The Cenkos report is excellent but also conservative. It is a good question whether the profit worked on no SPT or not. I can’t remember. I am not going to dredge theough it as I’m here to stay anyway. I beat you all by buying at £1.10 originally. Oil was $ 155 a barell.
Sentiment as much as numbers drives Trin. If they kept a steady news flow and investor communication then we would not be sitting at 8.8p.
AB76 is much better with the top end numbers. I work on a global feel for the market perception too. Atm it is low. Has been for 21/4 years. Waiting for stady uplifting newsflow.
Trin need to dress up in frilly knickers more and show off in their RNS’s.
I am not here short term but the s/p accumulates with sentiment . It’s a production company and not a volatile covid stock. Trin was volatile when oil was volatile but even now at good wti it is languishing.
One for the superhumanly patient with a hairshirt.
But a great great time to buy in as it has to rerate at some stage.

Rerate been on cards for so damn long
This year no!! 2 weeks left
Next year if WTI stays buoyant with no SPT. ....well....how the hell can it stay at 8.8p??
Although your maths does not incorporate extortionate insurance bill Q1 or royalties or ppt ....the cash will be more than the mkt cap which is indeed a joke.
8.8p right now is actually a joke too.
Cenkos 35p is present unrisked NAV and does not include contingent assets( e.g. Tgal). Serious joke of share price but painful.

Ab76
I agree.
The only benefit of a token dividend in my book would be to potentially retain the outflow of investors which is emdemic to Trin . I am not interested in a measly dividend either. I just want some stability and progress in the share price as a very long term holder.
Now if Trin can deliver within the next 2 years then the last 7 years of agony will be slightly balanced!! Another 7 of this? No way!

Stockable . Totally correct. Investors Chronicle compared Trin to President earlier this year ( SThompson).
In addition to your remarks on W. Coast ( which Trin no longer wishes to sell) do not forget that it has earmarked traditional wells and HAWs for drilling in Q1 market factors and capex dependent. Q4 should have ave. received price of around $42 so even with reduced hedging that is very cash generative. They were aiming for $ 20 b/e Full Year Quite a feat.
Also the two EOI’s with Cairn. Shortlisted and results prob Q2 2021. Trin are genuinely looking to scale up bopd . Eventually to no longer be a minnow. Tgal FID can wait. At the moment Trin should really be arould 16-18p abs minimum so at some stage there will be a catch up.
Q4 update due 3rd week Jan should show much cash and a further update on plans.

WTI strong. Trin’s books and cash generation solid. Much to look forward to.
It doesn’t forgive shareholder neglect to date ( reflected in 2p above refinancing price 2017..unrelated to covid) but means we are stable and can look forward to those unfulfilled promises being worked towards. EOI with Cairn on Jubilee should be clearer in Q1.
Q4 results should be seriously good with actual realized price of around $40 and no SPT. No expensive insurance payment until January. Drilling in Q1.Possibly Haw.
Trin is not gonna set the world alight like a covid stock or BP ( up 25% in 2 weeks) or Tullo( up 100% !!) . Shame. Poor marketing. Lost investor base through disillusionment. But it is a solid place to hold money and when it does move ( usually on RNS) it rockets.
We need communication from the company more regularly-they are very poor at this. Alienation and shareholder turnover is immense.
But if you see Trin for what it is..warts and all....buy in !!! Cheap as dirt.
Or sell out . Maybe a good move if money to be made elsewhere.
But maybe miss out when it is truly revalued ...and that will be a truly fast event . Been here long enough to know ( 7 years now). Trin has failed to live up to its constant shareholder value promises. Shame on the directors for this.
But I’m willing to still bear with them now the company is strong.
(Btw..Astorcourt eat my shorts and grow up?)

I’ m glad too. Done us a favour.

Important point.
Those most likely ( statistically and proven) to spread the virus will be the last to get it.
Distribution in itself will take months.
But covid has yet to spike here and in US.
Wait 3 weeks.
Record dearhs in US yesterday and over 600 here in UK.
To ignore treatment of the present-day sufferers is culpable neglect.
Read the brilliant post yesterday evening explaining 001 and what is going on for it right now.
Vaccine exuberance is normal. Treatment necessary still.
Post covid SNG001 has a huge market for copd and other potential epidemic treatment. Coronaviruses don’t come singly. Colds/flu/Sars/Mers etc....all coronaviruses like covid 19. Interferon beta treats them all.
No market value???
Come on.

2634 deaths yesterday.
No need for interferon beta NOW??
Vaccine is not going to save thousands of lives in next 6 months.
Unbelievable if it is not being already used.
It’s not just for covid anyway.
Another drop today but the intrinsic value remains.
Cash stable company
Global demand well after covid.
Vaccine exuberance in control right now. But that won’t save lives for months.

Not something to celebrate. Record no. of deaths registered in US today (2334 in one day). Nearly 200,000 new cases.
608 deaths in UK with only 13,446 new cases. A terrible ratio even though they are not directly correlated. Either way a miserable number.
Vaccine will not change things for a long time.
Market is wearing blinkers in its exuberance. As is the media. After Thanks giving we could see this number rise 50% plus. In UK ....end of lockdown. Pubs and Xmas. Exuberance is 6 months too early.
Deep shame on the govt. if they don’t use all treatments available. I’m just astounded....regardless of holding shares in SNG or not.
End of rant
See what tomorrow brings re. this stupidly underrated share that’s being played like a harp.

Philgekko
You are welcome. Great info. I don’t have a clue what reddit is in my ignorance.
I am not new to the board but some of the aggression and occasional spite turns me away from many share chatboards. I hold a large amount of shares and first bought in April . Bought more on the drop and am now at a fair loss. 82p is a ridiculous undervaluation of a proven product-for cancer/copd/multiple viruses.
Pain and annoyance?..yes.
Patience patience patience
Not much of it about in today’s Macdonalds fast-food Vegas Casino market.
I don’t have any expectations short term. Haven’t a clue. I’ll go with Numis..but I think they were eating the wrong mushrooms as brokers’ ratings are supposed to be within 6 months.
5 years maybe! 82p is indeed silly
but so is the market.
Have good eve

Fully agree Woodstock. I am involved in covid matters via my very good MP. He is a Conservative and even critical of his own govt.’s actions. I am aghast at their ineptness. I contact them almost weekly now via my MP (!) and am lucky if I get a reply at all. Last one took 3 months. Track and trace was a joke. Tier system laughing stock globally. Covid rules ( advisory !?!) ignored and the legal restrictions not enforced. Covid fatigue has set in for many and some never did comply before. But there is nil enforcement even though police can give on-the-spot fines. I know so so many people who don’t give a s*** and ignore it. Social transmission is the largest transmission. I have a friend who -like many others-refuses to wear a mask or abide by any covid rules. He is going to Manchester ( Tier 3) to an ‘underground’ event on Saturday. He knows what I think.
I am afraid almost everything our govt. has done re. covid has been utterly pathetically late or wrong. They should be taken to account one day-but won’t.
I have still had no reply to my email sent via my MP asking if they are using 001 or planning to.
Trump has been far worse . But we come second. You only have to read global media critiques. My friends abroad send them to me. Our handling of covid is a laughing stock ( S.Africa/NZ/Australia reports).
I encourage rather boorishly again that people write to their MP and ask if interfeeon-beta is being used in our darkest hour!

Philgekko
Excellent infomative post. Thank you.
I iterated some of them myself tonight too.
I read copd is No 1 drain on winter hospitals btw. My wife has it so I know a bit. 001 has an enormous market here and for broad-spectrum pnemonic viruses-especially coronaviruses which are quite specific. Covid is just another influenza but with a nasty sting in its tail by ****ting down the immune system in the susceptible( and sometimes just randomly).
I was not aware that the home trial had found enough people and was declared ongoing?? I thought they had to do this by RNS.
I greatly value your other points-particularly the business connections.
I would like to reiterate your point on December-February hospital cases. Every holiday in US and Canada and UK has led to a large spike in cases and we are now in our first ever covid winter with no vaccine at work! This may be a real winter of discontent which the market ( and a few uninformed posters) seem oblivious to.
Thanks for the info. I should’ve known more than I do and you have filled some gaps-and supported optimism ratger than the contrary. Ticked up your post. Don’t often do that.

Sell and give away or wait in discomfort.
I tske the latter path.
I find that doom-mongers saying they will sell or inciting doubt usually have their own agenda.
Hold and wait or flog and forget.
But don’t forget that SNG001 is not a trial antiviral. It’s proven. We are riding a wave of vaccine exuberance when Sng001 is a treatment and who ever said that covid 19 will evaporate completely. Coronaviruses don’t work like that!