Member Info for DRB83

Good find gggg and yes ncyt tick all the boxes. Also, with £100m in the bank they should be able to forfeit a bit of margin to give them a little more competitive edge. Let's see.

Right on the 200ma 276. Smash that and next target would be 450 imv

I have my thoughts but would rather not ignite the conspiracy fuse. I do just hope it's DA's management style put it that way.

I don't have L2 so 15 minutes behind but it looks quiet today. We had the flurry of sells this morning but looks as though the buys are taking charge again now. Just amazed that given the macro economics that money isn't flowing into ncyt right now. It does just indicate the lack of confidence the market has in ncyt. That lack of confidence is driven by lack of knowledge. Neither we orr the market know what is going on behind closed doors.

I don't think it's particularly because DA isn't good at what he does, or that he's doing it on purpose. I genuinely believe that it's because he doesn't have any incentive to update the market.

1. Doesn't need money from market
2. No II's applying pressure
3. No share options set (this could actually be an incentive NOT to update the market)

His main focus and time will be on the fundamentals until he has an incentive to update the market. One of the reasons why I want the share options situation clarifying.

I get that Chris but trusting the nation to do the right thing. Many will but it doesn't take many to decide 'FU I'll do what I want'. So whilst the ones that care lock themselves down the ones that don't get to party on. The ones that go partying collect covid and take it back home and distribute it to the ones that were in lockdown. Another great way to cause a huge divide and NOT reduce the spread.

The way he spoke about hospitalisations and deaths was similar to how someone on the street would talk. Not aware of the lag. Obviously too early to say right now but the time will soon be upon us.

If we don't see a sharp rise this week in Hospitalisations then I believe that will be the first tell tale sign that Omicron is significantly less dangerous than we thought. Which is great, although it would probably wobble the SP briefly.

I think it's pretty obvious why shareholders are disgruntled at the moment and imo we have fair reason. Testing going crazy and we haven't had an operational update for nearly 3 months. Intrinsic value must be elevating nicely whilst the SP continues to be disconnected hugely.

I wouldn't expect ncyt to release an RNS saying "things are on track, sales are inline with previous announcement. Unfortunately, still nothing changed too much in US, government not approved any more tests yet. Still no update on dispute, Co-prep will be launched shortly along with RESplex and Hiberplex, R&D still pumping away but nothing to report yet"

I wouldn't expect them to RNS just for the sake of it but come on, 3 months and nothing on any of the developments we have going off. It's fair that shareholders are disgruntled and if they can't release that anger and frustration on here or to investor relations then where.

Thought so Parkez. Well in my eyes that could be significant for a whole host of reasons.

Clearly this guy has shares in Spoons. Technically, he is meant to be an expert. Thought I'd just share for a chuckle.

https://www.bbc.co.uk/news/live/uk-59724766?ns_mchannel=social&ns_source=twitter&ns_campaign=bbc_live&ns_linkname=61c0338599991e76caa30804%26Trust%20the%20public%20instead%20of%20lockdowns%2C%20professor%20says%262021-12-20T10%3A27%3A08.792Z&ns_fee=0&pinned_post_locator=urn:asset:f438f381-16c7-4c96-a58b-d38f4161a21a&pinned_post_asset_id=61c0338599991e76caa30804&pinned_post_type=share

Marmalade, I do agree about the DA shares. I have asked on here several times if anyone knows anything about them but I haven't had a response so we all appear to be in the dark. I was under the impression that if a share option agreement had been struck we would know via RNS. That means either:

1. No agreement is in place yet
2. I'm wrong, there is but they don't need to RNS it.

If no agreement has been made yet then why? What are they waiting for. I believe it is in part a reason for the radio silence.

A few spikes here and there. The big difference now is that the stars are aligning. Macro economics are for us, sentiment is or should be for us, the elastic band between intrinsic value and SP is as stretched now as it as ever been imo.

Lockdown or further restrictions being announced
Omicron being more severe than mild
Any 1 of 20 RNS updates

If any of the above are realised then I expect a significant uplift in SP.

From a TA perspective we are also flirting between 2 channels. 1 downward channel from April which we are currently right at the top of and 1 upward channel from November which we are towards the bottom of.

Which way will she go

That's the gamble Oriens. The shorters believe the same. In reality, one could land in the next 5 minutes. One is looonnngg overdue.

Extreme because it will be big (I know it's all relative but £100k is £100k).

Extreme because an RNS is long over due and an update of just slight positivity could push this share 50% in a few hours.

Extreme, because we are right at the beginning of ATH PCR testing demand of which we have 3 tests approved in UK and dozens more globally.

It may not seem it now but the intrinsic value of ncyt and the SP are connected. They are connected by an unbreakable elastic band. The more they drift apart the tighter the elastic comes. Eventually the pressure is too much and the elastic gives signified by a rerate. Well, the pressure is mounting and at any point the rerate can happen. Opening a short down here when the elastic is so stretched is an extreme gamble imo. Huge risk/little reward. Of course it helps with confidence if you have a plant on the inside giving you a heads up.

Anyone short in ncyt must imo be an extreme gambler with more money than sense or have someone on the inside drip feeding them information as to when the next RNS is coming. Until it comes the shorter has the power.

The only sellers right now must be:

Shorters - extreme gamblers
Traders taking small profits
Traders and LTH's taking needed money whether in profit or loss
Liquidity arrangement

I can't imagine any long term holder given the current situation and at these levels selling up.

Always good to see confidence in testing longevity is high.

https://www.irishtimes.com/news/ireland/irish-news/three-new-covid-testing-centres-to-open-for-foreign-travel-1.4759455

YES 20
NO 1

Sensible poll result.
Maybe Boris should amend the covid pass.

Hoping there's a Liverpool fan on here who can go and tell Klopp so he shuts up belittling fit and healthy people to get the jab when the jab itself could pose just as much risk to them as covid itself. There's got to be one Liverpool fan that can badger Klopp at the next training session.

As much as I'd love those figures Neil they did have an opportunity to adjust the £100m within the 2 Nov and 26 November RNS's but didn't. 110m is the best I am expecting.

Can someone please tell Klopp that a vaccinated player presents just as much risk of catching and spreading as an unvaxxed player. Please. He's boring me now.

https://www.google.com/amp/s/amp.theguardian.com/football/2021/dec/18/covid-chaos-leads-jurgen-klopp-demand-action-anti-vaxx-players-liverpool