Member Info for Kaeren

Mcap Yep all the way up ;)

Thank you CalderKate .

Personally can understand individuals different viewpoints , don't believe certain individuals have ever held but that is just imo.
It is entirely feasible that Novacyt's preferred route is to settle , they were willing to replace goods and the stance may have advanced to we are prepared to forgo x percentage of monies owing. I picked up on JM mentioning settling and maybe the DHSC may accept this, as they too would avoid costly court/ barrister/ lawyer costs and avoid the risk of losing outright.
One of Novacyt's negotiating chips have to be that the DHSC would be fiscally better off accepting this, as even an outright win would not guarentee full pyt. Ncyt would have to pay in stages , would not be able to retain quality staff as payrises , Ltips , bonuses etc would all be under scrutiny. How long would Ncyt last in this scenario , what would be the incentive to achieve. Survival ? There are plenty of other companies out there that they could join.
Perhaps... this is why JM dropped news on Biosensers as casually as he did , whereby the company developing them call it disruptive new tech. Keep everything low key , no great potential . This is a drum B2HS2L has beaten re takeovers , I think it could equally he applicable when looking at the DHSC. In this scenario David Allmond performed his role to perfection , note JM saying something akin to decision to change CEO last year.
He did not leave of his own volition , the intention was always for JM to be caretaker until the dispute is done and dusted and his relationship with the staff remains intact after D.A oversaw all the redundancies. He certainly appeared to have managed the closure of Microgen and downsizing . I don't believe for a second that he made that decision and he could well have been actively encouraged to take a 100 days to perform a review. If JM and JW hadn't approved then he would have been made to get on with it ASAP

Not saying any of this is fact , it's a possible maybe and then hey presto all of a sudden we have a plethora of diagnostic assays ( not just RUO ) and new biosensors.
I still believe we could win outright , always have , but I see merit in settling although it leaves a very sour taste in my mouth.
Have a great Bank Holiday folks.
Calderkate I am not a fan of crossboard posting.
No interest hearing about what you think of CS and by following him over here , I'm afraid it is akin to stalking. Please stay in your lane.
This is reminiscent of a previous contrived ongoing debate to deliberately disrupt.

I assume also , but confirmation never a bad thing Mr Broom of Belfast ;)

Reading lots in various places about IM. I have a simplistic view . If we win, an assest worth potentially greater the x3 market cap. If we lose , we haven't lost the assest , we just have to reapply dotting the I's and crossing the T's. Risk reward heavily weighted in investors favour.
Not binary , you lose , bye bye assest.
I took a few more this a.m and will accumulate further if I like what I'm hearing ( JR)

Hi Si D , I have written to Seema about this and a couple of other things. I will update if/when I receive a response.

Highly likely the latter, unless some evidence is stand out and a judgement is delivered on closing day , does happen.

Certainly downplayed in the webinar. Aware time lag , but at bloody last !!!!! Something to look forward to.

https://twitter.com/Larry64450205/status/1651877529089703936?t=LhYv5QFBRp55zju_yyBDJA&s=19

I think it was all there when Exmex asked about R&D split between H1 2022 & H2 2022 , I responded.

Yard upgrades ongoing.

https://www.linkedin.com/posts/harlandwolffplc_our-recapitalisation-works-in-belfast-are-activity-7057365005217783808-GTSq?utm_source=share&utm_medium=member_android

Nearly a very bad keyboard error there DF !
Perhaps those present in person last week could tell us more, as he said that he asked the shareholders what their preference would be. A little lip service never goes amiss. He is a man with a plan.

Now this part of the presentation made me lol.
He said " people sniffing around " elaborating value at high double digits now and pushing over treble digits with a successful JR but stated options for both scenarios. I think he already has a game plan and cleverly has no ' formal 'valuation. Quite a wordsmith if required, my point is those numbers are double anything I've ever heard quoted.
Are they accurate , if so that is huge news to me.
Difficult to get a feel on any element of poetic licence.
He then discussed jv and retaining 25/30 % or a loan to develop from Nat infrastructure Bk as it is a project of National importance.
Could be he has govt backing already , will definitely have been discussed in depth , I sit on the fence with this. No strong opinion which option they will pursue. Lean towards retaining, as a lot of research has gone into Hydrogen already .

Re NDA agreements , they will inform us of a contract with company x and its approx value. It is the same as white labelling in a way , company identity not know but anything with a material impact on sp must be reported under aim rules. To me the only issue is you miss out on bragging rights ( marketing ) here's one we built for x earlier blah.
As ships tend to be rather large objects , NDA agreements may prove problematic to a degree :):) think Si D might spot something unusual in Appledore , same with our Belfast contacts. Perhaps building much much larger covered units . Shrugs shoulders. Trying to drydock things under NDA almost Impossible , as shows up ahead of schedule on Belfast expected traffic. Fabrication contracts perhaps easier dependant on what they are for.

Wasn't Islandmagee If I understood correctly.
He identified Islandmagee energy as a separate " thing"
It has its own trajectory re growth and he likened it to an incubator , then mentioning renewables. It would not surprise me if that was considered a separate entity if IM was sold. I could be a million miles out but that was my take on what he said.

Well JW seemed very upbeat on that possibility becoming a reality.

Yes DF , suspect they may be the collaborative element referenced in the webinar regarding the deepening to 14metres of the building dock , in readiness for next generation cruise ships. I did put the link to him up on here , research :):)

Let's see if they say anything worth hearing at 12 .

I think , JW would bang out an RNS fast .
X amt to sell
JV and potential profit per year
Self development potential profit per year.
He knows exactly how the markets work and we will be close to the period they need sp at a certain price for a set period. Watch the inf start to flow then.

We might even get a video , it's MIA . If it's the trailer, please let it contain something we can all get excited about.
# give us some good news please !

This is not good news. NOVACYT have assays to test .
https://twitter.com/dgurdasani1/status/1650987429724053504?t=fh6WSBweqmCQ8F2QWzYiPQ&s=19