Member Info for DRB83

Having said that, I would say the SP was currently on the floor so wouldn't expect any big drops from here but I reckon it's probably somewhere in the basement.

Ah, one line wonder woody is back. Could be worse, could be one word wonder Woody. Has a better ring to it.

On the scheme of things, given that we had the PCR news drop after close Friday and then the ripples of what I can only assume was a Chinese tsunami, I think the SP held up quite well today.

Several reasons I suspect with the main ones being

Use them for future acquisitions
Use them for management/ staff incentive plans
Less dividends to pay out in the future.

23% of what we have found so far. That is great research and very reassuring. I wonder how that stacks up against our competitors. Are we up there with the big boys I wonder.

Ncyt need a change in sentiment or a dispute resolution. The dispute may be out of their hands but they could impact sentiment if they so choose. Rather than baking about 5 or 6 blockbuster updates all in 1 RNS every quarter, just drip feed 1 at a time every 2 to 3 weeks. The market has a short memory when it comes to ncyt. A couple of weekends pass and all the solid news is just a distant memory. Contract wins, new partnerships, new products, monthly sales. Anything just to remind the market that we're still here. Probably another £100k added to the cash pile today. Can't wrap my head around why GM lumps the news altogether. I predict the next RNS will have at least 4 bits of news that on their own would have warranted a RNS. Let's see

Well it appears the Americans are showing BoJo the way again. A vaccine is not a substitute for a test. We know it, they know it. Will BoJo catch on.

I have seen recently quite a few UKAS posts showing who is using our tests. Great research. Is there anyway of collating all the UKAS approved labs and working out what % are using ours or is that a huge task?

Yes, let's see which way BoJos delayed reaction takes us in a few weeks. Only time will tell.

Fully agree HarChris. The dispute is the thorn in our side. My hope is that it is resolved in this FY. I expect it will give us a new floor for the SP to build from. Once it has been resolved then the potential positives massively outweigh the potential negatives imo.

We all know what impact the vaccine news had on the SP here but interested to here people's view on any upcoming treatments. In my eyes, testing, vaccines, treatments all go hand in hand so I wouldn't expect it to have a significant impact if any on the fundamentals. Sentiment however, well thats an entirely different thing

DA has a lot of expectation on his shoulders but if he gets it right we will all be happy campers. My money says he gets it right.

It's not the value that is relevant, it's the % of that person's wealth. £10k to some would be too much £300k to others would be ok.

Last thing BoJo wants is a lockdown so if he reluctantly calls for one it will be because we are in a dire situation. If the public don't accept it then that dire situation evolves into an extremely dire situation which would only reinforce that Covid isn't over yet. The non covid plan will evolve when the time is right. Can't see that being anytime soon.

Ok. I'll play. I'll go anywhere between £8 and £12 by end of year. All depends on what news we are drip fed between now and then. I guess thats what makes this interesting. Anything can happen but in my eyes those anythings are heavily weighted to the positive side.

Yes, when LFT's go private some business will see them as an inconvenience and opt for either none or the cheapest of the cheap. Some however will see the importance of limiting the impact of a covid outbreak in the office or the factory and opt for a more pricey yet superior quality LFT. Currently the government are providing all cheap tests so come January we should start getting a share of that private market. This could start early as distributors stock up in December.

What's more is that it could compliment our PCR offering and Versalab offering quite well. Take a rapid test at home. If negative, go to work, if positive go to work and straight to the Versa Lab area, wait 80 minutes and if negative get to work. A lot less disruptive.

Companies that aren't doing this now may not even be aware of the Versa Lab option. Once they have to start buying in the LFT's our distributors upsell them the Versa Lab option. Just my opinion on what could happen. It may also not happen at all. Who knows. Ncyt will know better than any of us and I trust they will sieze the moment.

Weekends and evenings for me. Work full time. Certainly won't be posting early hours of the morning though. I won't be prolific, just been bored and lazy this weekend

Covid, I am well aware of Porky's infamous £54 share price prediction. Will it ever get there? Why not but I certainly don't expect it within the next 3 years. £18 if all the stars align being

favourable dispute resolution.
Self test LFT sales growth,
US expansion (who knows what this looks like but I can be sure that close to zero is priced into the current SP)
Next gen antibody test (not sure about this tbh)
M&A (anything can happen here)
LFT Antigen Pro sales growth (highly competitive market but if we do it right and get our foot in then this could be highly lucrative)
Variant checking (I suspect lower volume sales, higher margin but greater product life cycle)
Further contracts with DHSC. What is to say we don't sort out this dispute, build our relationship again with the £4.7m contract which then unlocks the door to multiple much larger contracts.

All this could happen and depending on when £18 would be more than achievable but probably looking at around 12 months.

Who knows.

Having said all of that, many things can go unexpectedly wrong as we know. That is the risk which is currently why the SP is £3.10. We has investors have to evaluate the fundamentals, sentiment, future and decide. Is Ncyt going to be worth more in the future than it is today? I certainly believe it will.

Don't know anything about VAL so won't comment.

Covid, you're starting to troll

Agreed, by YE I expect that this will be resolved. Really shouldn't have this stretching into a 3rd set of annuals. Time for GM to tidy up his mess, and I don't mean sweeping it under the rug.

Yes Porky I am positive about ncyt but I do like to evaluate my position from time to time so happy to listen to people's genuine concerns (won't call them negatives) about the fundamentals. The SP will do what it wants. Can't abide one line deramping trolls who haven't the brain capacity to support anything they say. Scum of the market for me.