Member Info for Hydr31

Lol you better buy some quick midway.. if the price doesn’t crash to 20p on the fear of spiders then what can take this down.

Results must be good. Directors believe this is cheap. They don’t looked worried about slavery, ehs, coronavirus or fleas.... time for the pe to reflect the growth!!

If you double down perhaps you can lower your target? Doing nothing and just taking a loss is never a good strategy.... if it’s a loss making company that’s popped get out.... if there is future value not being realised double down when given the opportunity. Then at £10 you can decide whether it’s time to take some of the table or if the story has evolved too a higher target.

To be fair the company has had a meteoric rise... I have been in it since £1.70.... approximately a year of holding, does that make me a long term holder? Not really. It seems to me some have invested here with very short term views and then are annoyed at the price after a month. The company is still on a 380% gain in a year. And now it’s incredibly undervalued. I think management can be proud of their achievements for shareholders so far and those who hold will be rewarded in time. I can’t imagine management are too worried about the current price as they are busy building the platform for future growth and the only investors who deem they have lost out are the ones with very short term views who are looking to make a quick buck. Take a longer term view and don’t worry about it. That’s what the likes of black rock are doing. Even Amazon had 90% drops on the way up. If you had stuck a £1000 in that back at the start you’d be a millionaire now

Interesting, it mentions 50 million patients currently in the RNS. Up on 10 million previously so sounds like complications with Covid are producing other illnesses that need testing for.... aspergillosis is treatable unlike Covid. So for anyone on a ventilator or indeed who doesn’t have Covid but is immunocomprimised should possibly be tested for it. We’re beginning to see how Novacyt can leverage their newfound position to become a world leader in diagnostics.... even 10% of that market is worth £50 million

There are some subtle clues in here in absence of sales figures. Promate has obviously been rolled out and found very successful... so much that they are going to expand to two gene.... presumably a big market here that would want this or why bother.

Saliva testing- game changer... we know the current nose swabs are not comfortable and combined with lft make our mass testing pretty pointless as you can’t test yourself properly. particularly on asymptomatic individuals who think they don’t have it anyway. Saliva testing by pcr even if slightly less accurate would be far better.

Look at the areas they are investing in R and D and this tells you what’s being successful and what is likely to have provided fruit.

Truly pointless giving people LFT’s to test themselves. It is not a nice procedure and most people or children aren’t sadists so they are going to do it wrong and we’ll get a high number of false negatives. A waste of money AND more people will needlessly die.

Surge testing announced in Leeds too following isolation of the SA variant

Interesting - no news is good news then. They can only talk about it if there isn’t a contract anymore...and the contract may run for 6 months sept-March before the need to carry out the official phase 1 extension

The IG thing is irrelevant. The fundamentals don’t change... so if someone sells it just looks even better value and someone else will buy their shares. It’s only relevant if you your a day trader and the small percentages matter too you.

Yep lots of them about at the moment.... don’t sell your shares!! If they announce we’re aren’t getting an extension then fair enough. The fundamentals haven’t changed we’re just going through a no news period and the market has been taking advantage of it. GM hasn’t sold, black rock and many other funds have accumulated. Seriously undervalued. IMHO

Stinks of bottom dwellers either shorting the stock or looking for an entry.. we’re very close to contract renewal and announcements, potentially of phase 2. Having held all the way down from £12. Now is not the time to panic sell!!

Hi I’ve picked SDI as a possible company that I’d like to invest in. It’s got a great history of growing revenue, profit, earnings without need to dilute shareholders and I can see the recent trading updates suggest growth is to continue through 21/22. I wonder if any long term holders can explain whether the share has more broader appeal beyond 2022?

Way I see it PCR testing will be used in healthcare settings for years to come. LFT useful for mass testing, but this has a shorter shelf life.... as the counts drop and we open back up the need for mass testing (lft testing ) will reduce. However healthcare settings will need to distinguish between flu, coronavirus, variants for the foreseeable future.... we need a diagnostic network that can do this as well as quickly pick up future variants or new diseases.

Pillar 1 pcr testing still growing, now 200,000 tests a day. We will get our extension as we are a central part of delivering this service to the NHS. It’s not clear to me when the contract was to end either I was thinking mid to late February, but it is clear that at the current run rates that the nhs probably have stocks well into March. Promate has been developed for and validated by the nhs so no doubt this will be included in the extension.

We could see news anytime now so it’s very risky to sell after holding through the majority of the decline.... if you had been sat on the sidelines it would be now that you’d be considering buying in.

Yeah it’s not going to magically change the trend of moving too online shopping. Why do we buy online? It’s not about cost, it’s about convenience. Most traditional shops are also trying to move to/ incorporate online models as they have realised this. So an online tax will hit them too. Ultimately it will just accelerate the demise of the high street

You could always throw them in the trash for them!!

Would be interested to know if China have been using their own LFT’s or whether they have been doing more pcr

I might add to do 200 million net profit we need to be doing over £4billion in sales now. So in my view to get back to ATH we are going to need some serious growth. Sure when this is all over the planes will be full. But does current capacity get us there or are Jet2 going to need to invest further to grow. All of which takes time.

I think £20 will come but not sure as soon as that now. The dilution in shares means we need to be doing more than £200 million to achieve the same eps as we did pre pandemic. In other words we need an all time high in profit by double. Jet2 have a long history of growth so I’m sure they can get there but it might take a few year. In the meantime will it continue to trade on a pe of 20 odd when eps has shrunk? It’s going to be choppy in my view