Member Info for Fonzey

Hopefully good news on its way? Lots more large buys 18k, 25k, 45k etc than i have noticed for a while! Is it that the reward is much greater than the risk and a no brainer for a value investment or for trading? Or Director buys even? Who knows !
But feel something is on the horizon.
Fonzey.

How is level 2 looking El _ Al ?
Fonzey.

Just to add, if a T/O is coming, as people have suggested. No TR1's for a long time so no one is building a stake! So a cash offer must be coming and there is no way I or any lth I believe will be giving up their shares on the cheap for a company with no debt, cash in bank and world class R&D and products that is/has been working along side Astra Zeneca , GSK and Unicef. Two bit companies don't find themselves working with partners like that by luck. The only two bit company we got into bed with, unfortunately the UK Government. Total clowns! :(

Surely if there was any "wind of resolution" the Bod would be releasing an RNS pronto to say dispute resolved, or not and escalating to next level. The lack of comms allows for speculation and negativity which is rife. The rns of an investor meet that followed the rns of GM retiring could have been followed up with some form of positivity for trading, expansion how busy they are maintaining / rolling out product to suppliers! Just a nod to this might have changed the sentiment over the next two weeks, never mind the next 3 months!
Got to say, I am fed up with the seeming lack of regard from the Bod for the lth/investors.
Fonzey.

Looking at Rns's recently, I seem to remember reading that Ncyt had entered into some form of dispute mediation(not sure on exact terminology) that could last upto 120 days before the dispute was elevated to the next level if no agreement was reached between both parties.
What I wonder is
A) Does that mean we will find out more about the case sometime in August if it isn't settled?
b) Does anyone know/think these mediation talks are never resolved until the last couple of weeks as brinkmanship takes place to see how serious either party is in being prepared to go to court! There will be more costs(considerable) to add for the losing party.
Fonzey.

Still here, been in this since April 2020. Averaged up and now averaged down. The only thing that is a disappointment with Ncyt is the current share price but after the full year figures and other details in the rns it is difficult to see it not going up as all the products are rolled out to more suppliers in other parts of the world. The new and increasing staff appointments have been made to consolidate their new position and help further the expansion into foreign markets, the R&D is proof of this and what will be coming. The company is making MONEY and has no DEBT and has MONEY in the bank and its on the Aim market! Not many on aim like that!
I think the sp has now undershooted a bit like it probably overshooted when it was £11-£12. Hopefully a more realistic valuation will be here soon because this feels like its around the bottom now and is looking a great value share at current levels and maybe getting flagged up if people are screening for value shares.
Gla anyway.
Fonzey.

Sounds like a great addition to their library of products. Definitely feel this has been created after feedback from asking various industries in the private sector and the WHO etc. The portability of the gold standard test means it can be taken anywhere now so easily, the options are limitless! Definite gamechanger over the coming months.

Thats a shame, i see they have mobile test centres at the IWG (regus) office sites too. I'm sure that was already known though.

Just pulled the text from previous message from Collinson twitter feed in reply to a customer question.

our onsite testing is provided by the Prenetics Laboratory which is part of the group – DNAFIT life Sciences. DNAFIT Life Sciences Limited is
registered with the Care Quality Commission CQC)..

Good point Soder, I agree I wouldn't take that risk for myself! So lets hope most think the same.

https://www.independent.co.uk/travel/news-and-advice/airport-pcr-test-collinson-price-b1847527.html
Are we linked to Collinson? If so it might help allay any anxiety! If not, we are missing out on a lot of potential tests as the article states they are offering tests at all the major uk airports.

Well the quickest way of undoing all the progress made so far from lockdowns and people being careful in their day to day life will soon be undone if we go with the lft at present, good way of increasing the chance of lockdown in Autumn if they were to endorse that idea! If you want to go away you have to be prepared to spend the money for the right test to protect everyone from future variants being spread either in this country or where you are travelling too. All countries need to adopt the same testing procedures for travel where entirely possible, how about the government removing air travel passenger duty or part of it to help subsidise PCR tests so they are cheaper for the typical family of four.
Fonzey

Hi Wilson, I assumed it would be later too but, I would have thought Stockopedia wouldn't be updated on upcoming events if there wasn't some information being passed on. They also list the date for the H1 release earnings for 2021 as Friday 17th September.
Not long to wait to find out either way.
Fonzey.

Just noticed via stockopedia full year earnings are to be released on Monday 12th April, hopefully will come with a positive update going forward too.
Fonzey1

I have been holding NCYT since last March I think, in under £2 and still holding now, I have added on the way up sold a few on the way up and down but kept a core holding. There is no magic moment or bolt of lightning to give you clarity on when to buy or sell just read all the info you can find, but I have to say a company with no debt nearly 100 mill in the bank, revenue of nearly 300mill for the year must be doing something right! this isn't a flash in the pan even after the pandemic if that ever really ends(who knows) just becomes more manageable perhaps.
It's got to go up and down to create the market, this recent lowing in the share price is completely normal, people / companies are re evaluating their holdings, positions, if you can take advantage of the volatility to buy or sell why wouldn't you, this company is in a strong financial position and has positioned itself very well in the NHS and with other companies in the private sector it is not a sinking ship it is just in choppy waters at the moment , but it won't be long before it's full steam ahead again, then people will be cursing their luck for selling too cheap or jumping ship. If you need the money you need the money, fine sell up but otherwise read all the info RNS's not the hear say on BB and Twitter and hold strong it is a great company in the making here .
Obviously all in my own opinion but I thought I would add to the BB as too many doom and gloom posts of late after a great rns update on H2 figures.
The Fonz.

Just seen two large trades/buys showing now from yesterday. 271k & 128k. Hopefully more ii buying while we are going sideways.

Due to the huge amount of public money spent on the pandemic, I can't see how there could possibly not be one. Although will be once all the dust has settled! Whenever that will be.

Interesting article in NY Times today. About all the cronyism and negligence in handing out contracts for PPE etc, depending on what clout / connections to Top Tories seems to dictate how succesful your likely outcome in contract approval. Apparently there was a VIP channel fir those in the know. Nothing surprising there I am sure but interesting none the less. Wonder if NCYT have lost out or profitted from this collusion.

Erik Hamburger (@AmbidexterMan) Tweeted:
"Waste, Negligence and Cronyism: Inside Britain’s Pandemic Spending" by Jane Bradley, Selam Gebrekidan and Allison McCann via NYT https://t.co/4SVkwzruwd #AI https://twitter.com/AmbidexterMan/status/1339440524126793730?s=20

Hopefully we will, but I took part in the imperial college london/ NHS react study (two days ago) and the anti body test i used was from fortress diagnostics. Was hoping it would be Omega! Not to say Omega aren't being used but was surprised.