Member Info for flushfrank

The whole market is down. The COVID 5 particularly impacted.
Would have been wasted today.
Graham in for 61k shares too remember. He’s seen close to £200k wiped off. It’s like a game of chess, back foot at the moment, but I trust him to check mate these shorters when least suspecting
GLA

Logic I wish you well but;
I feel you have given these orchestrated shorters just what they want.
What do I know though? Brought really big in the £4’s, & used all funds to avg down at all points where I thought was the bottom....however turns out significantly higher than today.
I’m double down what you have lost (worked many many years to build that) so literally kills me too seeing my biggest ever loss, BUT is a paper loss until sold.
Keep reminding myself - £142m MCAP for a company with the same amount of sales, with 50% cash profit, with loads in pipeline & worldwide not just Europe.
I have never seen anything like in AIM before with real millions (not hot air) going in the bank daily, but AIM has its own rules, own inside men, own manipulation to suit agendas. IMO there is an agenda. Personally to reduce the 30 day average for a cheap take over & desperate people accepting the first low ball bid desperate to come out just blue without little to none profit.
Anyway who knows who’s made the right decision. I brought big at £4, my research led me to believe £6 was an achievable target. Today we sit at £2.
Wish you well & luck recouping the loss.
FF

That's the thing, no one has the data, no one actually 100% knows who the health group is. Been super secret squirrel. We've had like 3 guesses here with good reasoning, but yet to be confirmed. (or maybe never with a NDA)
Most of the board here has been good in not raising silly expectations on the US contribution, just so the 'de-ramp crew' we've seemed to have acquired can shoot it down.
Facts- US has tested the most people in the western world. Even if we have a small % of that market it is simply just more cash direct to the bottom line.
How big/how much ? Of course all us holders, (many 50% down) would love a big number. Let's hope, but not be disappointed, as it's still money. All will be revealed soon.

Is the 812k of new shares to Vatel (1.2% of the company) being used still in help distort the price,? or has that ship sailed ?

At this rate of decline after paying off all debt, it would have been better off keeping Vatel on & paying the interest

Nice find P5

People selling at 2.3 are imo saying this company is not worth the MCAP of £160m

This month we could see revenue match that number giving us a P/E of 1 or is it 0 ?. Compare the market & you will see this is now massively over sold

Hold firm, true value will prevail

Two assumptions;
1. NDA on the name of the US healthcare group
2. Royalty agreement on tests produced

With the size of the US, having tested the most people in the western world, I am quietly optimistic on what £ this can add directly to the bottom line of NCYT

Aware not to ramp silly numbers (suggest we all keep off calling that ) as only disappoints & causes sells. However could be a nice chunk.
Any ideas on what the royalty agreement might look like ? Would it be a % of sales (10-20%) or simple $1 a test ?
Be interested to see opinions

Not sure if has any relevance at all, but 9/10 times they wrap up the day with a UT closing price.

Not today? Probably means nothing.

If we had a increase to the PHE contract to say 500k a week of the 600k required that would be fantastic.

Now we have the reagents & the capacity for 2.5m a week, nothing stopping us achieving this our end. Over to PHE.

Hope Vs Real cash

We welcome our friends over, if wish to join. Real millions £ being made here. We do c.£0.1k over a cup of tea

Knew my mate Dave the Doji would not let me down

MMM,
Not the first time I've seen that exact scenario, nor will it be the last.
We wont know, but does make a lot of sense explaining the current SP shenanigans.
Payback the 812k & then lets all make money on the way back up

Thanks Fali, know you're in big too.

Not exactly rocketing but I'm still confident its just up form here. Trying to become less obsessed in checking the price. Gone a whole 4 hours :) Sales for June20 will be 2nd July imo. (then we'll all see if we pulled out another £50m)

However keeping all on their toes is the Exsig & the US contribution RNS's, which could land anytime. Most here will remember the 16:15 RNS blinder GM pulled last time the bears had it.
What does the US brings us? I have no idea. Building high expectations only brings misery as normally doesn't meet rampers hopes & drops the SP. My view is any sale is a sale & brings even more cash, so best not to predict

Exsig could be the understated silver bullet imo. Especially as it can be used on others PCR tests, not just ours. If this becomes the new 'go-to reagent' for all the mega labs, then potentially could be as big as the test itself. (I have no idea of cost point/profit).

Off again, see what we close at.
GLA

Calling the bottom. Putting money where My mouth is too & added £5k
£170m MCAP Company with Zero debt, £120m of contracted orders , at least six months of massive sales ahead to add & running at 50% cash profit.

Either the market has lost its mind or I have.

GLA

That’s the thing, the orders /sales are there or why scale.

Just the market is sceptical. Will will soon see.

They have confirmed they have met this target. The last time at this price, the ability to scale & meet the demand was the concern.

Now with the Zimbabwe paragraph it has gittered the market into thinking the demand is no longer there.
My thoughts is why scale to 10m if not confident your going to sell them? Tie this into the 812k shares dropped in for MM to manipulate, it has created a perfect storm.

Next RNS shows £70m more sales in June & my £7 a share target Is back in the room.

Plus to say;
the company sold ‘£1m a day‘ in May
Has NO debt

Manipulation at its best. Am believing too it the 812k shares being used in advance to short. Once sold through/closed will see a more sensible SP being restored.

70.6m shares in issue (with loan pay off)
@£2.45 values us at just £173m
Sales / Contracted orders 1st June £120m
Running at > 50% profit - £60m cash in bank
Demand for many months / exposure to +130 countries
New products adding additional revenue- June
Mobile abilities widening our audience / adding further demand - July
P/E ratio ridiculous.

Someone gave me these numbers blind, would snap their hand off, with most of AIM yet to turn a single £1.

Massively oversold imo

With a £4.18 avg, hindsight is a wonderful think. No i have not traded them, just held tight. Seeing £2.70 is not good for the health. Especially with no more funds to buy down here at bargain basement prices.

I could cope if we'd released poor info but has been imo solid RNS's all the way along. Great management, now debt clear. Rather of used the 'MILLIONS OF CASH' in the bank on both lenders to clear the high interest loans, but cant blame them taking shares if on the table. Good to see a lot locked in though.
New revenue streams coming in with new products & everything on plan. How this is down?? sums up AIM. Another COVID share, issues a RNS that delays & 'hopes' to achieve in June & barely moves.

Logic in this beats me.

Need to come back in July & ignore this noise (i wont though). I am still confident in seeing £5 again soon.

GLA

Not massive, but again showing the belief & potential in the future of NCYT.