Member Info for HarChris

https://bidstats.uk/tenders/2020/W50/740491581 Just another 14 month £101m tender out there...

To think going forward novacyt need to be making about £50m profit a year to be a midcap company on a standard p/e. That could be as simple as one rolling government contract...

It takes time to shake off allegations such as Boohoo have faced this year but as long as the company keeps growing the sp will eventually be brought in line with its fundamentals. It's been frustrating but things are finally looking up - Kamani's appearance before the Environmental Audit Committee is a positive thing... I think this next set of results will be the catalyst back to new highs

UK science chief warns Britons may still need masks next winter
People in the United Kingdom may still be wearing face masks in a year’s time despite the country’s national vaccination programme getting under way, the UK’s chief scientific adviser, Patrick Vallance, told the Telegraph.

“It may be that next winter even with vaccination we need measures such as masks in place,” he said.

Restrictions may remain in place long after a full rollout of a vaccine, Vallance suggested, according to the report.

So Shaun, in your opinion if we are at the top end of the range, say £800m, do you think it's fine to just drop that news in January and allow a mad scramble for the shares? I'm fine with it personally as I'm holding long and strong but it does seem to me in a sense to be holding back materially significant information... fair enough if you and others disagree, I'm just not sure I've ever seen a company go from £70m H1 to ~£720m H2 and not update in between.

4LongHaul, I am not suggesting they need to share the figures with the market in December but I am of the opinion that if we are about to be given exceptional results then some sort of statement that we are trading well above forecasts is necessary...

These results coming up in January are quite unprecedented. I'm not here to argue the merits of the company changing strategy from monthly updates to six monthly results but considering we are dealing with such rapid growth here it seems quite amazing that we've been left in the dark for six months without even knowing the company's current manufacturing capacity. The potential range is so large - I would say full year revenue anything from £200m to £1b - that those with access to the numbers are holding onto invaluable insider information that won't be released to the market for some time still...

Up until now I've had no problem with this but I am starting to change my mind somewhat or wonder therefore if they are close to the broker forecasts currently. Imo there should be some sort of trading update prior to results if they are at either end of the spectrum - do you agree?

Personally I think PIs tend to place too much weight on large trades - some 'ordinary' folk have very deep pockets and might fancy themselves as a bit of a trader when in reality they are just bumbling along like the rest of us - but instead of buying and selling a few £k at a time or even £10k or so they are able to put down £50k, £100k or even £200k.

Nowadays I'm really only interested in what IIs are doing...

Is the 70% figure that is now being largely used relevant in any way? People taking the Oxford vaccine will not have a 70% chance of being protected, they will have a 62% chance of immunity unless AZN get the greenlight to go ahead with the half dose followed by full dose combo in which it would then be 90%.

62% will be more than good enough to bring most of humanity back to normality but it will certainly leave a massive amount of potential SNG desperate patients...

I know, I know it's not the most useful of resources but hey, I'll share anyway:

The third stock I’ll highlight today is Boohoo Group (LSE: BOO). The company has been marred by PR disasters during 2020 but has recovered its poise well and, at 309p, remains healthily buoyant from its 52-week low of 133p whilst still short of its high of 433p. Of course, Boohoo has the profile of a growth stock rather than a value one and pays no dividend. But the underlying business model is not rocket science. Boohoo has been stealing the lunch of its ‘value’ bricks-and-mortar competitors for a long time already, and with the collapse of Arcadia Group and Debenhams, it is well positioned to capture a greater share of wallet.
Boohoo also has a good track record for acquiring the distressed brands of collapsing companies and giving them new life online, and it would not be a surprise to see Boohoo pick up and reinvent some Arcadia Group brands. The company has an unfortunate tendency to attract bad publicity, but the underlying business continues to offer attractive long-term prospects, albeit with no dividend currently paid. It’s a growth stock that I predict will also become a good value stock once dividends start to be paid.

IF you have really bought back in (it's a big if) what you've been doing over the past week is the most egregious deramping I've ever witnessed on these boards. Non stop comments slandering the company and accusing them of more or less running a slave labour racket and telling us to sell if we have any shred of decency.

What's hilarious is TCM clearly thinks they have the gravitas to affect the sp! I assumed that it was a bored school kid but I actually think they think their drivel is enough to push the sp down, before buying and enjoying the ride up!

SH3 isn't an investor, he's a cheerleader and a bloody good one at that. He had a good spell with AFC Novacyt but in the end of the day the SYME board came knocking and offered him a better contract than our Graham ever could.

It's as though some important update has been leaked otherwise there is no logic behind the 2 day increases
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From my limited experience Share price movements are never logical, especially on AIM. I've considered this oversold at £10 but when the momentum's against you it doesn't matter if it's oversold, it will continue falling. This is just a correction.

Dan, what's your take on the US and ROW/ROE growth story? This year it's the US growth that is pushing boohoo towards an enormous 50% revenue and gross profit increase and continuing at this pace it could overtake the revenue generated from the UK in not too long. How would the purchase of Topshop/Man fit in with that?

The thing is in reality as long as the vast majority of the over 75s are vaccinated by the spring the number of daily deaths will be reduced almost entirely but all the whole cases are high (and they will be well into 2021), testing will continue as assiduously as it is now.

Imv this rise is the realisation that this share has been oversold and testing is here to stay.

Tyla, I get it and you have more shares than virtually anyone here but starting a thread titled 'Sold' on the bell is only going to raise alarm and maybe lead to a few newbies following you first thing.
Just isn't necessary to share imo.

I can see why but I'm not gambling with the short term movements now. Good luck (and I hope you regret it shortly!)

This WILL be sustained. Look at what happened with the peer review - huge rise but due to a dearth of news it came tumbling down over a few weeks. This is different, P3 is imminent and the finish line is within reach...

If it drops first thing it will give a chance for those wishing they'd got in before the rise yesterday to join the SNG party.

Either games or a sign of what's to come once the rns lands?