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It's certainly an offer lower than I / we had hoped / like. But, it's an offer nonetheless.

Novacyt has the financial means to accelerate our growth. By removing duplicate roles, particularly in management, I imagine £1.5m savings easy, meaning EBITDA positive. They & YGEN have sales channels and with so many labs in place, a significant cross-selling opportunity.

Rather than fighting the inevitable, I am nibbling at Novacyt for the ride on the combined entity growth.

I imagine their aim will be to grow the business and one of the larger players will buy them up for the tech / patent portfolio and revenue base.

Good luck all.

I mentioned Novacyt before with their big cash pile and synergistic target market. BUT not this price!

Yes.

Pretty shocking really.

Even 1 x sales (!!) is worth 0.6p.......

Telcos, and in particular Vodafone, battered over the last year - but it will come roaring back. Everyone and everything needs a connection and Vodafone is in a prime position. The way I see it:

UK - Merger with 3, with option for buyout, No 1

Germany - this will stabilise but it's the Altice JV that I feel will provide it a back to growth story;

Italy - likely merger with Iliad, with the owner also building stake in Vodafone

MENA - big growth and I will be surprised if Etisalat and Vodacom don't come together to dominate.

Spain - offload / JV.

Then, I imagine, with a dominant Europe and MENA position with over 500m subscribers, the likes of Amazon, Google, etc will swoop in to takeover on the cheap.

Focus on fundamentals......

YGEN management needs to share more positive developments, regularly. That will shift perception and sentiment.

For anyone interested, this is the company buying YGEN Taiwan.

https://inex.sg/

Perhaps we will be pleasantly surprised this time........the fact the discussion regarding strategic investment was deferred to avoid further dilutive impact suggest we should be ok.

With the cost cutting, we should really be break even now with the possibility of moving to cash flow positive later in the year, operationally at least.

I am very keen to hear how NIPT sales in USA via Ambry and others are doing. As I recall, they are targeting 50-100k tests per annum. Also, Ambry Cancer tests here in UK. Separately, of course, the adoption rate of Ranger technology - will we get another 100% or more growth?

A potential acquirer will not be bothered with LR or management - they will all likely go.

Get Ranger tech validated and further adopted, and we should be 10x today's valuation at least and it will be swallowed up by a larger player.

I suspect that is what is being primed.

Now shown in news........get Ranger adopted widespread, we deserve a FULL rerating

Great find

Cash proceeds

Sales channel preserved and therefore continued instrument + consumables sales

Reduction in operating costs

Another step towards redemption

PS: Multiple of circa 2x sales so shouldn't YGEN get that valuation?

Advanced Human Imaging went from $0.3 to $2.71 on no news today / currently halted!

Perhaps YGEN can do something similar next week and move from 0.2p to 1.8p!

Even then will be £60m market cap........only......

With the transition from Covid back to core, and SVB loan, it would have been trickier.

But, now, with a cleaner focus on core and it being back to growth, restructuring done / nearly done with equity raise, SVB facility 1.5 years in and a path to cash flow positive, then it is possible.

I suspect that is what management is doing - Taiwan divestment + debt refinancing.

The other thing I would be doing, if I were them, is negotiating a commercial contract(s) that involve(s) upfront investment (by way of machine placements and future consumables) + improved tiered pricing on consumables based on volume for Ranger technology.

This should be a very cash generative business save as to growth investments!

Management knows who I am - I have corresponded with them via PR agency before and was in attendance at the CMD and various online sessions. But my point is, if I am confident I can, they can!

I am with you MrLong.

I reckon we will be circa 80p by end Wed. Then ex-div takes us back to 76p and we will slowly trend up from there.......MDV has learnt and will have some positive surprises to come.......

Some rational posts by Slich and OG.

I continue to maintain that YGEN have some great products, extensive geographic coverage and hold some key relationships with key players in the sector. We have been disappointed by its financial management and execution plans. But with £20m turnover, 55% GP and above qualities, there is no way we should only be valued at circa £7m.

The activities within YGEN across hires, sales conferences and underpinned by good growth in its core suggest the company is back on track. The only issue, and one which is dragging its share price, is certainty re funding situation.

Therefore management of YGEN, please give us that clarity. Taiwan divestment. Trading performance ahead of expectation. EBITDA positive. New financing / refinancing. Whatever it is. I am sure there are loan providers out there to support a business at our stage & profile. Gosh, I can get some for you if needed! Get us clarity on this front and I am confident YGEN will be back to 1p pronto! Then to grow from there.....

Well, they woke up!

Closed at high of session and indicate 1.9% up versus UK close ie +1.5p

And why not, dividend coming and such a basement level price!

Amazon out saying they have no plans at this time to enter wireless!

One thing for sure, Vod is ripe for a takeover!

Exactly. Over-reaction.

Vodafone dominate Europe and Africa.

IF deal in US happens, and proves a success, Amazon could just gobble us up!

BUZZ – T – Mobile, AT&T, Verizon fall as Amazon to offer low – priced mobile services

14:09

* Shares of the largest U.S. telecom firms fall premarket, with T-Mobile US Inc dropping 6.8%, AT&T down 6% and Verizon Communications sliding 5.5%

* A Bloomberg report said Amazon.com Inc has been in talks with wireless carriers VZ, TMUS and Dish Network Corp to offer low-cost mobile services in the U.S.

* The service would allow Amazon Prime members wireless plans for $10 a month or possibly for free and bolster loyalty among its biggest spending customers - BBG report

* Dish Network Corp shares jump 7.8%

* WSJ previously reported Dish was in talks to sell its wireless plans through Amazon.com, which would open up a large sales channel for the company