Member Info for Danvestment

Why don't we just chip in together and buy the company then we can all finally meet and do away with this virtual board.

Good luck everyone tomorrow. It will be a sweetener but don't forget that it's a strong company that is growing in many divisions so time will reward us. If it's your whole portfolio then it's different but I strongly believe it's worth just tucking it away regardless.

Dan

lol

Children - be constructive.

Well done Cooper on buying some shares and well done Twix for being our fluffy mascot on this board. There we go - now run off and eat your lollipops.

With a potential pre tax profit of 80-90 million at year end, this makes the net debt 3-4 times profit which is highly acceptable in my book.

Bleedin henri

Well done Twix - 'I too feel optimistic'

It's either your birthday, you've had a jazz cigarette or got back with an ex, but congratulations on saying something positive. I feel we will make 20p on this news alone.

All the best to everyone this week - 20p - You never know!

Nice research of figures Mr Truro. Your ability to have a pint down there has calmed your senses.

As I mentioned in a previous post - the revenue worldwide is far greater than our domestic business. If we can finally put the NIPT expectations and gripes to bed owing to a slight issue of a world pandemic and the ensuing chaos this has caused, then we can start making some lovely dosh.

Have a lovely Friday - Dan

I wrote to Walbrook again today. I have to say that they have been extremely professional in responding quickly and not just with a one liner, the times that I have contacted them. Here is the transcript to pore over every comma to further the debate on whether you'll be rich soon. His response was also CC'd to the yourgene team.

My email:

Hi Paul

I realise that this is a difficult question to answer and I do not mean this belligerently.

I have so much faith in YGEN, yet I am concerned with many shareholders that YGEN have no real desire to help lift the Share Price for their investors. It seems incredulous with all of the work going on that we are back in the 16p range again.

I have a fairly significant holding and need to now know whether to simply move on. I realise that the market is the ultimate controller but we all know that if a company wants to supress the price there are many ways they can do this.

Do you have any positive feedback to lift my pessimistic view at the moment.

Thanks

Dan

Response:

Dan,

Thanks for your email.

I can certainly confirm that YGEN have no desire to see the share price where it is and no reason to want to supress the share price.

I think it’s fair to say that investors know that with the market expectations of full year revenues of c. £25m the second half performance needs to be very strong. The market expectations certainly didn’t change as a result of the trading update and the company remains confident of meeting these numbers – so a strong H2 is certainly expected.

Kind regards,

Paul

Thanks Florida

SP is bound to shoot up now!

My theories as to where all of these sells come from.

Theory 1 - Mid life crisis men in need of Porsche Boxster sell their 5-10p shares for 16 after waiting and realising the speed boat was just out of reach.

Theory 2 - Investors that bought between 18-21 are now needing to buy some xmas presents and should have bought CINE instead.

Theory 3 - There is a Willy Wonka quantitative easing machine that is continuously pumping out YGEN shares for sale. No one knows where they come from but they seem to mysteriously arrive from somewhere!

Anyone else?

All I can say is - how can a company earning profits and with massive amounts of cash in the bank fall 50% in 1 day.

Not even oil companies that strike water lose that much. I got in at 99p thinking surely no lower. Fool me but I’ll wait it out. 14% of private customers - that’s all and it wasn’t even saying that they’re all going to go off somewhere else!

Hi Pacman

My post wasn't specifically aimed at you as I know you have put forward valid contributions, just the general mood which let's face it stinks at the moment.

I genuinely feel that if there were more RNS it would become a bit of a joke company that put something out every time they have a staff meeting. Can you imagine just how much they have had to do this year - absolutely tons, and from the increase in HR it would seem that they are making progress.

We just have to be patient.

Dan

To be fair - it must be a difficult decision to RNS on what are technical matters within the day to day running of the company.

I trawled through 50 whinging posts of complete bullocks yesterday (more than trades made). This board seems to be full of old men who should be down the dog and duck propping up the bar with a pint of John Smiths and having a good old grumble except they can't so we choose to be here instead.

Please get a grip - there is no underhand - Lyn's out to fleece us scenario going on. There have been tons more RNS than most companies give. Christ - I'm in bed with IBPO - they have about 2 RNS per year!!!

I'm not defending the guy (I'm actually down in my holding) but I do have faith in the company. Let's have a bit more of the youthful exuberance and positivity of the BOOHOO crowd etc. and stop all this whining.

If you have information - great share it, but people puking up their emotional garbage because it hasn't been a ten bagger yet is just boring.

Enjoy your weekend. - Thank god my NVAX shares went up 25% yesterday!!

Dan

Someone who I’ve never seen post here before (apologies if he/she has) says ‘takeover rumours afoot’

Que?

Giving endless RnS's about small contracts looks amateur and it's no wonder the SP has gone down as it smacks of desperation. Maybe they've learnt!

As promised the figures will come through in December. They may not be high because it's only catching a small amount of the new COVID testing.

By the way - everyone was getting their knickers in a twist over core business going down. This, we know was down to an uncontrollable geographic distribution problem.
I encourage everyone to revisit the 19/20 final results. Have a look at the figures and see just how much revenue we are bringing in worldwide as opposed to UK. It completely dwarfs our domestic business - so if we had supply issues then imagine what is going to happen in a normal market with all of the advancements that have been made this year.

Stop bashing and gnashing your teeth - to paraphrase Warren Buffet:
The market is where the patient take money from the impatient.

Great post Pac-Man and others.

I have emailed Walbrook PR and Ygen on issues. If you have any then please can you email them. *****ing between ourselves doesn’t get heard.

This will come good. The underlying products are too numerous for it to fail IMO, but yes, patience has been tried - so please email them or phone them up with your concerns.

Dan

This is good news. More staff, more business, more money, more acquisitions, more shares (ahem, stop it!)

Go go Yourgene

Thanks for your detailed responses.

For me this doesn’t feel like a BOOHOO - feed the rich situation, but I understand the concern over costs. However you don’t employ staff if you’re not expanding.

I have to go to Dubai on Tuesday for work and have just completed my PCR test to get me out there.

This is going to continue for international travel till at least mid 2021, which is the earliest that vaccine proof will allow for non PCR travel, so that’s minimum 9 months revenue at 1 million + per month.

On a separate note, we have a £22 billion tender which YGen is thoroughly aware of. I know because I emailed them (sounds ridiculously patronising but you have to check)!

It will come good.

Dan

Colsol

I’m encouraged by more staff on board. I can’t see a lab technician on £50k (happy to be proved wrong) or I’m moving to Manchester.

It’s all good.

Good weekends to all

Dan

Gentlemen

As there are currently low daily trades, it doesn’t help to punch our own players in the face.

People do read chat boards before considering buying or selling.

Second - I really can’t understand why people vehemently think we were betrayed on Nipt numbers. As far as I’m aware he said that he wanted to make sure Covid didn’t distract from core products. It was the pandemic that caused problems in the distribution not the fact that they’re not doing great business.

Come on - belliieeeeevvve ??

Twix

I am so bored with your endless posts on here and on ADVFN.

You have nothing to contribute. I don’t believe you hold any shares and I really do believe you are just employed to write posts that undermine shares - probably for multiple companies. You can’t be a trader because you spend all your time writing and not analysing.

The share price rises today and you are immediately here putting the testing down and trying to explain why we won’t make any money yet you say you have lots of shares!?

Just go away and leave us alone.

Dan

That's it.

I love all you guys but I'm determined not to come back here for 3 months (Yeah right).

This is a buy and hold. The company is doing great things - it's not going to go bust and will deliver huge returns over time but I can't keep wishing my life away thinking that it's going to spike like a gold mine or Novacyt because it's just wishful thinking - Slow and steady - and that's alright.

See you in 3 months (ahem....)