Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Check this out from Steen Jakobsen of Saxo Bank on moneyweek last week. See his conclusion and tell Steen he doesn't need to buy them all, just buy one (Novacyt). Key extract below, full article link - https://moneyweek.com/investments/investment-strategy/604229/steen-jakobsen-reality-has-become-outrageous
And the underlying expected growth of this sector is 25%. I mean, the amount of money, right now, going into ESG and other stuff will also be going into this. Because there's utility function and there's investment function. Let's take the utility one because that’s important for the future of our society. Imagine we move to a state where we can do diagnosis on health before we get...
So, right now, we use 98% of our cost of healthcare in the system of treatment. Imagine if we switched that around, and it was like 70% in early stage discovery. Then we could save on [unclear] people going to hospital, all this treatment that we talk about. So, the ability to do advanced work in diagnostics, I think is going to be the biggest saving to the utility system.
But on top of that, all of the sectors, including some of the stuff that Jim and his teams are doing is indicating that this will be a $10 trillion market in ten years from now. Because, of course, we all want to live longer. And, certainly, society wants the utility of reduced healthcare cost. Because, I think, it’s pretty clear that despite the valiant work that these nurses and doctors and treatment specialists do in that system, it is getting increasingly complex and getting more and more burdensome on the budget to run these healthcare systems, also because we grow older.
If we now have an ability to actually diagnose people before they go in and start to use the expensive hospital system, then it’s a net save for the whole society. And driving that revenue or that saving will be a massive win for investors. So, for me, if I look at... And you probably know me as someone who is slightly contrarian, is slightly defensive. But my offside is almost entirely with cyber security, which is negative, and then it’s with next gen medicine. Because I'm not going to surpass an opportunity to have a growth market of 25%.
The problem, of course, is show me the three stocks that will win. And I can't tell you. I need to buy, of course, a wide range of these names.
Hopefully the Gov are asking the very same question...
https://twitter.com/chrischirp/status/1468934878850957315?s=20
Good to see some negative feedback for one of our test to fly competitors: https://twitter.com/paul_stothard/status/1467788423238934535?t=ylV6noyvdkfrSkPWoZQ5Lw&s=19
https://inews.co.uk/news/travel-profiteering-pcr-test-firms-removed-from-government-website-are-reappearing-under-new-names-1330514
Why can't UKHSA not sort this out!?
Still, at least it puts Biograd (and by proxy Novacyt) in a good light.
And a number of global project management roles available. Growth company at value prices.
https://www.linkedin.com/posts/darren-tomlinson-b745bb13_novacyt-future-productmanagement-activity-6871939272639942656-Cj64
Yes, we are in an exciting phase (I actually started to get excited a couple of weeks back!). But this article helps to explain why the long term gains could be even more breathtaking. If £15 is the zoom party surely we can upgrade to face to face when it eventually reaches £54...
https://plainenglishfinance.co.uk/opinion/biotech-another-higher-risk-asset-class-to-consider
https://www.linkedin.com/posts/natasha-maximchuk-b6550956_mygo-novacyt-leadingtheway-activity-6869214171855118336-2jnj
Looking forward to January results!
Intra Company move - suggests lots going on in Europe.
https://www.linkedin.com/posts/vito-cinquepalmi-4726695a_europe-novacyt-fas-activity-6869204897816961025-eIKp
One of them a group technical ops lead. The most interesting looks to be this...
The Role
As the Product Manager for Transplant Diagnostics (TDX) & Molecular Immune Monitoring portfolio, this individual will be the expert on all aspects of this market area. This includes, but is not limited to, a complete understanding of competitive landscape, customer requirements and their geographical variances, and an excellent understanding of the challenges in this field.
This individual will be expected to build on the foundation of success for Novacyt and dedicated to developing the next generation Transplant Diagnostic and Molecular Immune Monitoring Products and requirements for associated analysis solutions.
Additionally, your role will involve:
- Establish and maintain a strong global understanding of the transplant diagnostic markets
- Formulate marketing strategy for product positioning, market penetration and customer satisfaction for the allocated product groups in close collaboration with the commercial team
- Utilise market research to establish priority markets and identify opportunities for growth
- Utilise business data to assess the success of activities relative to targets, pro-actively making recommendation and instigating actions, as necessary
- Collaborate with marcoms to produce clear and impactful marketing content that our commercial team can use to sell effectively
- Facilitating the management of active product lines and efficiently enables support of products and solutions on the market
- Design and deliver training to our commercial organization, including tailored support packages for our distributor network
- Act as the primary point of technical sign-off for all marketing content delivered to our customers
- Work with the leadership of the commercial team to ensure that training is being implemented effectively by the sales and sales applications teams in the field
- Develops and maintains a database for regional sales and marketing teams with FAQ for tender responses related to our active product lines
- Attend key customer meetings with the sales team to provide support, commercial presentations (as required) and gain customer insights
- Provide regular updates on competitor positioning
- Develop KOL network specific to life sciences on these relationships to achieve early adoption of new products and technologies
- Facilitate and manage research collaborations and partnerships
Has come down a fair bit - now only 666k. PCR tests carried out today was 454k so a further increase in cases could cause trouble - any explanations as to what's going on? The optimist in me is thinking the Gov are running out and a new Promate order / resolution is on its way...
Completely agree Neil. It is not just the volume of social media posts. The posts are a lot more engaging and easy to understand and are actually showing us the business and the people behind it. I also like how they are giving responsibility to more junior members of the team. Perfect mix of covid and non covid too. And they have scrapped the 'Did you know' Thumbs up.
Bluelight, I'm a long term Man City now (less passionate now than I used to be but that's a story for another day). The point is when we got relegated to div 2 I was still excited when we showed signs of recovery beating the likes of Barnsley (no disrespect). Yes, the sp is nowhere near the levels many would consider acceptable as an exit point but it finally looks like the tide is turning so I'm going to allow myself to get a bit excited. Anyone joining me!?
This just appears to be the plan for the optimistic case set out in this very balanced article (apologies if already shared) https://inews.co.uk/news/politics/covid-pandemic-end-another-year-government-forecasts-1297889. It makes sense for the gov to have a plan depending on how good / bad things get. Let's hope they just have more of a credible plan (that involves Novacyt!) if things do get worse.
Mister E pls don't stir up trouble now you have exited. NP would not have been bought in to sort the dispute. He is not a contentious lawyer. NCYT will be using external counsel to support them with in house providing instructions. Besides NP's replacement looks very strong.
GM has liked 3 nova related posts recently on LinkedIn so even if he was pushed at least he's still publicly supporting the co (as you would expect being such a large SH).
Does anyone know how his SH'g will work, 1) I assume he will have to keep a certain amount of his shares for a set period as part of his exit agreement?
2) Are there any regularly rules about nova having to notify the market if he sells?
One of the posts he has liked is about the webinar. Is anyone expecting any R&D update about winterplex before the webinar or will Gemma S be talking about tech that's been around for a while?
To put people's minds at ease, from Mandy:
The CO-Prep product has not been launched yet so the activity you see today is to build interest and educate our customers on our workflow innovations in advance of them being launched. We obviously cannot sell anything on launch day if nobody knows anything about it.