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Seems like they ..MM...are trying to stop it getting through 90/91p
Thanks Chilled D
I think I also read that Thermo Fisher have the option to increase their YGEN holding to 26% at the time of their initial purchase?
Please people who have been here a long time correct me if I’m off beam.
Hi Andy,
Surely it depends on the platform the guys in the US are using... I as a small PI in the U.K. and new to the game whilst on lockdown.. have bought US stocks as my research takes me there... surely other people will be doing the same?
Perhaps my naivety ...
I think given that we will be courting more and more attention.. and the much talked about dilution that clearly hasn’t happened.. more over the GM yesterday has fed buying ... we always tend to get a boost when the US comes online.. and there is the potential now of FOMO as we await short term update re progress on the test... FDA emergency listing etc... that really could be anytime ... hate crystal ball , but I would suggest the close will be north of 94p and between £1.20-£1.40 when the news starts to land.
I always thought it was a strange choice to go with YGEN when we had the world to choose.
TF also have 30+ sites in the U.K. ... last RNS stayed more U.K. based manufacturing partners. TF also have the option to increase shareholding in YGEN to 26%
Great research... I suspect we will not have long to wait. Just hoping we get Sales update first.
Question here is were does the author arrive at 68% EBITDA??
Fundraising presentation shows it at low 30’s?
https://www.primerdesign.co.uk/home
Bottom of page with roll of logos NHS.. CDC etc
It’s on the ticker feed at the bottom of Primerdesign site... great spot Bella...
Clearly USGov now ordering our test!!
https://live.euronext.com/en/product/equities/FR0010397232-ALXP
https://live.euronext.com/en/product/equities/FR0010397232-ALXP
Apologies for the predictive error a few got excited!! Lol
A blue start makes a change!
GLA
Indicative!
https://live.euronext.com/en/product/equities/FR0010397232-ALXP
Not sure I agree when the company have just issued new shares and diluted the value of existing shareholders... the issue price needs to reflect market rate or have conditions upon timescales to sell...
There has been some excellent posts across the weekend and some strong research from a number of people.. re MCAp / sales / production numbers / profit...
In MCYT fundraising presentation put their GM at 80% and their EBIT on product @38%.. the price per test has been reported at £8.30 per test ... on the above numbers it makes the PPT £3.15... let’s be conservative and say profit has been eroded due to volume.. £2
Mfact capability is currently 96m per year.. RNS @8m per month
96 x £8 £768m sales and £192m in profit on a PE of 8 gives ( conservative PE) a MCap of over £1.5Bn...
C68m shares= £22.05 per share... current numbers therefore are not factored into the SP.
There are issues around product development that require clarification.. particularly the home test that Matt Han**** has profiled this weekend.. if that is ours it’s a game changer.. if not it’s a potential dampener on momentum but not on the order book.
CEO has said due to demand on sales we are looking to source more U.K. based fact partners .. order book is therefore greater than capability.
So many updates still to come on this ... I also feel GSK have been very quiet in the partnership/ PR aspect which I find surprising. Primers name has been surprising in its lack of profile in the media through Government in the U.K.... unsure as to why. We also need it confirming that Nova has NO problem in testing .. again has been reported in the last week... all the uncertainty that people are transacting into people’s doubt to deramp.. alongside my arguably ramping comments.. all I would offer is the bulk of my comments are all out there as already stated and in the various RNS threads.
Interpretation is clearly Down to us as individuals.
Not overpriced ... see below
There has been some excellent posts across the weekend and some strong research from a number of people.. re MCAp / sales / production numbers / profit...
In MCYT fundraising presentation put their GM at 80% and their EBIT on product @38%.. the price per test has been reported at £8.30 per test ... on the above numbers it makes the PPT £3.15... let’s be conservative and say profit has been eroded due to volume.. £2
Mfact capability is currently 96m per year.. RNS @8m per month
96 x £8 £768m sales and £192m in profit on a PE of 8 gives ( conservative PE) a MCap of over £1.5Bn...
C68m shares= £22.05 per share... current numbers therefore are not factored into the SP.
There are issues around product development that require clarification.. particularly the home test that Matt Han**** has profiled this weekend.. if that is ours it’s a game changer.. if not it’s a potential dampener on momentum but not on the order book.
CEO has said due to demand on sales we are looking to source more U.K. based fact partners .. order book is therefore greater than capability.
So many updates still to come on this ... I also feel GSK have been very quiet in the partnership/ PR aspect which I find surprising. Primers name has been surprising in its lack of profile in the media through Government in the U.K.... unsure as to why. We also need it confirming that Nova has NO problem in testing .. again has been reported in the last week... all the uncertainty that people are transacting into people’s doubt to deramp.. alongside my arguably ramping comments.. all I would offer is the bulk of my comments are all out there as already stated and in the various RNS threads.
Interpretation is clearly Down to us as individuals.
There has been some excellent posts across the weekend and some strong research from a number of people.. re MCAp / sales / production numbers / profit...
In MCYT fundraising presentation put their GM at 80% and their EBIT on product @38%.. the price per test has been reported at £8.30 per test ... on the above numbers it makes the PPT £3.15... let’s be conservative and say profit has been eroded due to volume.. £2
Mfact capability is currently 96m per year.. RNS @8m per month
96 x £8 £768m sales and £192m in profit on a PE of 8 gives ( conservative PE) a MCap of over £1.5Bn...
C68m shares= £22.05 per share... current numbers therefore are not factored into the SP.
There are issues around product development that require clarification.. particularly the home test that Matt Han**** has profiled this weekend.. if that is ours it’s a game changer.. if not it’s a potential dampener on momentum but not on the order book.
CEO has said due to demand on sales we are looking to source more U.K. based fact partners .. order book is therefore greater than capability.
So many updates still to come on this ... I also feel GSK have been very quiet in the partnership/ PR aspect which I find surprising. Primers name has been surprising in its lack of profile in the media through Government in the U.K.... unsure as to why. We also need it confirming that Nova has NO problem in testing .. again has been reported in the last week... all the uncertainty that people are transacting into people’s doubt to deramp.. alongside my arguably ramping comments.. all I would offer is the bulk of my comments are all out there as already stated and in the various RNS threads.
Interpretation is clearly Down to us as individuals.
NCYT have said they are working on the antibody test as a matter of urgency and working with partners to deliver..likely they will work with partners already chosen to help develop where practicable...interesting development.
Trend is mfact first then sales... I think we could potentially get one Friday if previous record is anything to go by...
Great timing of RNS today.. one in the eye for the shorters!
French pre open showing 6€?
Incoming!
GLA