GreenRoc Accelerates their World Class Project to Production as Early as 2028. Watch the full video here.
Wilson, I’m good thanks, I hope you and the family are as well.
Interestingly I have a colleague who’s really into his charts on trading view. I got him involved in NCYT after the vaccine crash. He messaged me 2 weeks ago telling me this was moving into the overbought area circa £11.80 and had placed another limit order at £8.50 to rebuy when it dropped. I told him it would never happen :( some are good at trading, others are not. I sit in the latter and lose money every time, so have learnt to just hold however painful at times.
Steve possibly, I have still held and haven’t traded a penny (although wish I had).
Everyone is frustrated as we are back where we were in September even after revenues and an EBITA that beat broker targets, yet we have never reached them.
I think if people knew why, for example results we below the target or COVID was disappearing it would be easier to take. Sadly we are all in it together and if we believe the company can continue to produce the goods, one day the market will hopefully play fair. Then we may start to see MIDCAP status and receive the returns we know we should have.
Steve if that’s the case then why are ODX, AVCT and GDR valued at such high PEs. That’s what I can’t get my head around. They with the small exception of AVCT (although it was only £100mil pre COVID) are all COVID stocks. They have only risen since COVID started and are still loss making, yet have insane ratios.
The only difference between us and them is that the majority of our shares are on the french market. I can’t think of anything else, if someone has any other ideas I’d love to know. It’s as if NCYT is the bas*are child that the market doesn’t want to succeed.
I would genuinely love to know if it’s possible for us to de-list from Paris...?
If you look at all the other COVID stocks solely in the UK they have a much better PE.
I seriously think Paris is holding us back. Does anyone know if this is possible or likely to happen?
https://twitter.com/offrecord2020/status/1355930802140409856?s=21
Earth, I was thinking that. We may have only received £50million of phase 1.
If that’s the case and phase 1a plus 2 get triggered we’re already starting the year on £356mil before you include the likes of the Other contracts that are popping up.
There’s a lot of nativity on this board today.
The revenue was above broker targets.
The EBITA of circa 80% was above broker estimates of roughly 60-65%.
The DHSC contract was never going to include £406mil in 2020. Even the full £150mil (phase 1) wouldn’t be included in 2020 figures. With the expected delay I can imagine less than £100mil was included in the figures. This means phase 1 extension / phase 2 will be in 2021 figures.
We have a PE of less that 3.5 currently, this will re-rate. The question is when.
Afterburn I’m afraid I’m going to call you out there. The brokers forecasts of circa €295mil for circa £13.50 give or take across the two suggest you’re wrong. Personally I think they tend to know a bit more than all of us.
Therefore that’s a baseline figure. The forecast isn’t priced in at £780mil MCAP when the previous high was over £850mil. Ultimately the forward looking statement and broker note will do the talking; that will show how the company will be transformed over the coming months. There has been radio silence on figures for the last 6 months, as soon as the market sees them, funds will pile in.
https://twitter.com/martinmatinth/status/1354307101275906053?s=21
May be one for the spreadsheet, lots of little orders in the link.
http://www.volza.com/search/genesig.php
Wariz, that would only produce temporary shareholder value which would disproportionately impact the LTH. Investing profits back in to the business to further grow towards a midcap is how the LTH will be rewarded.
https://twitter.com/larry64450205/status/1353379586956959744?s=21
Nationwide pathology using primer design tests on the Q16. Courtesy of Larry.