Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Sourcebio just won contract to supply England rugby... PCR tests!!! So is testing really 'dead' or a dying requirement??? The shift over next 12 months will be public sector to private. Which will have the stronger profit margins?
To be fair the video is not as polished or modern as you would expect if compared to advertising in US, its quite a dated approach and very British... Like an old school training video. Does NCYT really need adverts like this in any case? It all helps at the end of the day and the key messages are there. But no tag line or anything that really makes you remember NOVACYT - hope they didnt spend alot on this marketing. I'm sure they could have used a huge chunk of profits to make a much more expensive version but wpuld it have added value for the expected audience
BTW anyone have thoughts on why only q16s are shown throughout and no q32s???
https://www.gov.uk/government/news/new-uk-government-covid-testing-site-opens-in-edinburgh
New test site opened only today?!?!? Why... Surely vaccinations have rolled out and testing is going down... Or so they say! Good luck all!
If the fork lift driver bought or was given shares in Jan 2020 or earlier then he's probably better off than many of us!! Well deserving a place on the video if not as critical to NCYTs success! Hopefully the Americans will love the British accents as usual :)
So here are the facts... Reading some saying testing is falling off a cliff edge - this seems to suggest its still high and pretty flat on the PCR front:
https://coronavirus.data.gov.uk/details/testing
Only seen this: https://novacyt.com/2021/02/24/correction-research-and-development-update/
Difference didnt seem to make much impact in France with the SP and activity there... Anyone think it will do much for UK side. Pretty late announcement so not factored into yesterdays trading. How could they publish such a big piece of info inconsistently???
France slowly waking up froggie... Sea of green on the charts and SP up over 7% already.
And thats with no trading figures! Cant wait for the next update on a month or so including Operational and Trading update...
Anyone selling now must be out of their mind... RNS is all about the future and not about immediate OR historical trading. What have the other COVID stocks sold? You know the ones with MCAP nearly same as NCYT and do not even have official gov contract? How much cash they got in bank?
What do ppl prefer? An RNS that says we are currently applying for a CE Mark OR we've already got CE Mark?
Novacyt announces the launch of its next generation high-throughput PCR test for COVID-19 (COVID-HT Direct), which has been CE Mark approved
https://coronavirus.data.gov.uk/details/testing
linterestingly Pillar 1 testing has not fallen so much to date and continues to stay strong. Actual evidence of continued sales and not just hot air or industrial photos posted on twitter. I got sucked into ODX after the Times article, but after doing more researched pulled out and bought back into Novacyt Mon/Tue. The RNS is a lovely cherry on the top. I dont need an immediate NHS contract with the latest R&D update. Superb!
What an RNS! A very good reason for keeping cards close to chest and not revealling IP or Strategies that competitors could leverage and benefit from. The slience really is GOLDEN. Hopefully serious investors and LTH in NCYT will learn for future there is no need to push Graham!
I did fall into the trap and got spiked but have continued to average down while SP falls. The fundamentals are the fubdamentals and NCYT has to be being played at this rock bottom price. NOVACYT share has halved in the past and recovered when MCAP fell to crazy levels - I regret not buying more back then. Even with no further government contract how much has already been made during last 2 months? How much revenue was reported from outside UK? Is testing globally growing or shrinking and what is the new normal? Unbelievable I've been able to top up at 660p!!!
I did fall into the trap and got spiked but have continued to average down while SP falls. The fundamentals are the fubdamentals and NCYT has to be being played at this rock bottom price. NOVACYT share has halved in the past and recovered when MCAP fell to crazy levels - I regret not buying more back then. Even with no further government contract how much has already been made during last 2 months? How much revenue was reported from outside UK? Is testing globally growing or shrinking and what is the new normal? Unbelievable I've been able to top up at 660p!!!
Agree with all... Aload of froth created for nothing. If do decide to waste time to read carefully you would see the dung this really is - smells like something someone has coppled together simply using all previous quotes and RNS info. As in the supposed 'interview' - never happened. Gosh lools so easy to fake stuff like this and make ShareB trying to look like a sage with connections. I wouldn't be surprised if no interview really happened and either this is not approved, OR SB simply put the thing together and sent over to NCYT and asked if Graham had any issues publishing (which probs would have been ok - not exactly factually inaccurate..).and thats a big IF EVER happened.
Thanks for sharing the link. Good long discussion where Vadim this time fought his corner and was given the time to talk through where felt JW would have cut off or talked over. Vadim sounded much more confident compared to last VOX market podcast and that is interestingly after SP Angel spoke to NCYT to update their broker note. Hmmm....