Member Info for HKTrader

Another top up myself now. I'm following the bug buy but at a low SP :)

Alot changing hands?? T/O or attempt to move shares from France shareholders to UK (IIs???) Any benefits or reasons to the latter?

Hmm... Strange for a company going down the drain, about to lose Q4 revenue / profit... Someone has been confident enough to stump up quarter million pounds on some shares!!!

12-Apr-21 15:11:35 415.00 54,691 Buy* 226.97k O

Have SP angel also issued a broker note. Can anyone share Numis too?

Have to say less interested in the ODDO... Unless more than 1 pager with a real deep dive into the technicals and fundamentals.

Thanks for sharing. Very logical and nicely laid out. Guess will have to ride the waves and roll with the AIM punches until the beating stops. Then really hoping for a nice recovery and time to heal.

Hi. Can someone help explain - how is there a profit warning or reduction in 'expected sales or profit'... Where on 29th Jan and evn on Friday NCYt has never announced any expected tragets they would be hitting for financial year 2021???

Very confusing!

Key with Novacyt is PRICING POWER plus the huge amount of cash in bank... In comparison to competitors. With such a high 80% EBITDA margin, this give an ability to cut prices quite easily vs new competition. As long as they have the product - which is why all the R&D and new product announcements are key. So what happens if they discount at even 10-20%... As likely will result in more sales that balance out in longer term. This derisks company in my mind. Yes the UK Gov have messed around yet again (no wonder ODX Colin King issues the RNS on the DHSC contract the way he did...). It seems UK Gov is getting a reputation for it!

Under valued. Was undervalued at £7 even without an extension. Even more under valued now. If SP falls further next week I'll be doubling up holdings for sure. Horrible chainsaw cutting RNS but also amazing top up / buy in oppportunity for LTH. £300 MCAP at mo. Lots of talk about the cash in hand but what about overall NET ASSETS. Check half-yr 2020 report and there was alot of INVENTORY too. GOODWILL 2020 amd pre-2020 was £15M alone. Fundamentals will show through in the end. I'm with Porky!!

Call me a silly sausage but I have a good feeling about next week and the exciting times ahead... The seeds are clearly sow-n by Novacyt and expect demand for SNSPig to go like bacon at a butchers!

SNPsig® VariPLEX™ is able to detect six key mutations of SARS-CoV-2 using PCR genotyping in under two hours....

Thanks for letting us all know its called SNIP SIG and not S.. N.. P SIG. via Twitter video Novacyt.. Could NCYT have found a more catchy and easy to pronounce name like 'JIF or CIF'?

The virus is constantly whaaaaat???. . .. #NCYT

Wish I had topped up more now at the below £7 SP... Expecting NCYT to come good again. Great find and all new contracts is onlh good news with the funding allocated to testing. Test test test is critical to getting us out of the COVID pandemic!

Microgen - a NOVACYT company - awarded £120M contract IN JUNE 2020??!?!? Surely that should have been RNS'd?... Agree very strange dates. Total award updated from £120M to £840M yet still doesn't add up with # companies awarded... Still fingers crossed this is true and in fact shpuld be dated March 2021 :)

Oops just posted itself...

GAD PIE??? Surely its enough to go around and ABDX could be subcontracted to manufacture???

https://bidstats.uk/tenders/2021/W11/747045154

Massive and surprising where you hear US only allocated $10BN for COVID testing vs total population.. .. UK gov must have already signed up to nearly half that on testing contracts over last 12 months!

Does anyone think or know whether Abingdon will get a slice of the huge Global Access Diagnostics

Is pigster associated with Porky??? Related? Lovers???

What is going on with Avacta??? Seems I may have bought in at a bad time. Dropping like lead balloon even after Paul Hills interview. How come? Good time to avergae down or do I take a hit sell and buy back more Novacyt? I know what Porky would say!... How about Pigster?

Agree VanV. Definately not a negative right? Simply another potential revenue stream that can be set up GLOBALLY or REPLICATED by other Co's USING IT/IS technology and Primer Design Test kits... Althpugh used for COVID now what about Winterplex - great for flu season...

Big issue in schools was WHO would administer tests. Well now this is an answer! BIG news and MMs playing with SP to keep down. Current LFT takes 30 mins... Whats another 50 mins eh?

Sooo many applications - couple key points I took on top of the ones already mentioned:

Is this the first reference to being able to take ANTERIOR swabs??? "Testing will be performed using mid-nose nasal swabs, which were found to be effective and well tolerated compared to the more invasive nasopharyngeal swabs"... Something recently highlighted as a requirement by the government as a priority! And then if not adequate then saliva tests. Who else has been doing those???

This could be huge!!! Maybe not the option for the biggest of events with only 900 tests a day but still acceptable as testing volumes for PCR needs reduce... Think about it - instead of busy hospital staff wasting time testing patients, could even move pillar 1 testing to outside the smaller hospital establishments. This clearly answers the issues raised by the Independent article before Xmas...

Thanks websolut. What do ppl think about 'PCR testing capacity'? Was high in the past and effectively unused.... While actual PCR tests in Pillar 1 remain pretty consistent and not necessarily going down. But if capacity is no longer needed?? ?...

Why is everyone linking ODX with AVCT?

Look at the RNS and any info from Avacta and they consistently call out BBI and Abingdon Health... ODX is never mentioned. If AVACTA win a huge contract they can sub-contract manufacturing to anyone they like, even companies the UK Gov have now cut off / stopped contract loike ABDX... Look at the leadership and directors / board members and you'll see they're all part of the same clan (e.g link to YGEN and Myhealthchecked and EKF)... Not clan King Colin of Alva. Quite insidious really.