Member Info for DRB83

PI100, sorry but you are no saviour. Anyone blaming someone else for pushing the buy/sell button is further evidence that they don't belong in the stock market. Time for everyone to take responsibility for their own actions.

I can imagine if Biosynex have seen value here then they'll not be alone. Will the II's be sitting up in their seats. They didn't have long to process the information so I wouldn't be surprised to see more big buys landing over the next few weeks. We've had lots of extended dull periods here with ncyt so it's hard not to get excited by what could be in store. Well done and good luck to all lth's. We always new there was value in ncyt even way north of here. DA knows it hence the £3.54 base and £7.77 minimum. Biosynex know it. Who else knows? We'll find out soon GLA

Or like the rest of us logical folk, they recognised that all the bad news was priced in, then a little more + a little extra, so decided they couldn't lose. Makes you wonder why ncyt didn't buy some shares back down in the £1's.

Anyhow, things just got interesting. Bring on tomorrow.

Globetrotter, I notice your new to business and fundamentals. Maybe wait a little before offering advice.

It's all about gut feel and logic byp. The LTIP was always coming and when it arrived it was always going to be the catalyst for a company that was valued at cash with a bonus start point a bag from where the SP was.

Some of us called it and bought or held. I feel for the ones that got swayed by the short crew such as Shell, Lewis, ALdabaran. When you get to the bottom of the barrel, keep going and you will eventually find them.

Yep Wilson, I blinked and missed 11 weeks.

On a more serious note though. This has the feeling of being the beginning of a new trend.

Plenty more than that to come byp. Despite all the talk of UK putting covid in its top pocket and pretending it's gone away, we end up blue 24%.

It was obvious we were massively undervalued.

Ooopppss

We tried telling them

Lol

Hostile?

I think you should follow your gut and go all in on your short. Everything you've got.

Time to get a respectable job

It's not us it's Boris. He's lost it.

https://www.theguardian.com/world/2022/feb/11/im-deeply-concerned-readers-on-plans-to-end-all-covid-regulations-in-england

A very interesting look at what other countries think of our latest policy changes. I must say, New Zealand have hit the nail smack bang in the middle imo.

https://www.theguardian.com/world/2022/feb/11/world-experts-react-to-england-ending-covid-curbs

We have one ready to roll when required. Just been waiting for the requirement

Development of a loop-mediated isothermal amplification COVID-19 test

Further to the announcement on 16 November 2020, the Company has completed early studies using its loop-mediated isothermal amplification (LAMP) technology with its q16 and q32 instrument platforms and open LAMP platforms and demonstrated encouraging initial results. Novacyt continues to evaluate the ongoing opportunity for LAMP testing and will launch its technology subject to demand.

Sounds like a strong position to be in.

It is reported that between 11-12k are dieing from Covid globally every day currently. Apparently most of these are unvaccinated.

Africa has 1.4bn people and the lowest vaccination rate on the planet by far with possibly 90% unvaccinated. Yesterday Africa reported only 420 deaths.

When you exclude South Africa, the rest of the African nations have 1.3bn people and reported only 217 deaths.

I think it's fair to say that Covid isn't killing 12k people every day. It's killing closer to 50k. These are pandemic numbers and as the world tries to open up the risks will only increase. The reporting of the numbers will gradually stop giving the impression that the pandemic is done but it will continue in waves for who knows how long (2-3 years). Testing demand will continue for years to come in probably a downward trend but the global requirement will still be billions of tests per annum.

Fortunately, DA is making a move away from solely relying on Covid which is definitely the right thing to do but covid revenues will continue to be a decent chunk of our business for certainly the next few years. Imo

Just thought it was worth a comparison to one of our fellow covid stocks this morning.

ODX valued there business today at 5p per share. They will have 323m shares giving a mcap of roughly £16m. They have no debt and will have approx £7.5m in cash. So a EV of £8.5m.

NCYT have a mcap of £123m with £103m giving us a EV of £20m

ODX did about £5m Revenue in the last HY accounts. Of which about £1m is Covid related. They reported a HY loss of £3m. Similar to us they have been taken for mugs by our government which has ultimately resulted in 96% drop from peak covid values. £5m of their cash will be spent restructuring the business leaving just £2.5m to invest in new products and US growth. It won't be easy especially with only £2.5m to play with. They also have a dispute with the gov hanging over their heads worth £2.5m (money they don't have). They are basically in dire straights and have been done royally by the gov.

Now compare that situation with ours and tell me if you think the difference is £11.5m EV.

The market have tagged NCYT in with the rest of covid stocks but we appreciate that we arn't just another Covid stock. We got in there first and made £150m+ cash of which some we reinvested in organic growth. We have the products, we have the customers, we have the manufacturers, we have the distribution, we have the cash. Something that none of the others have. As a result NCYT is valued ludicrously imo.

Not to mention the recent LTIP that has a base SP more than 100% from today's price. Crazy

Dribbles, you've become obsessive. It's never a good look

Still no *clue*