Member Info for Kaeren

Some right 'sorts' on lse.

He wrote earlier in Oct

" I dislike this share , promises so much , delivers so little "

It has in the six months since admission to Aim in April, made incredible progress, the SP has almost doubled and we await potentially life changing news . Well for those of us invested , we wait !

I am more than happy with progress and excited to see what transpires next week.

They prob thought Fxx reading about several weeks v two weeks 😉 and decided to spell it out to some 💤

Unknown trades accounts for diff.

My thoughts exactly Brent.

Look at this another way, at current price less than 5 % up YTD , so entirely feasible more in the tank.

Thx

Fantastic news , nice pics .

Do we know if they work over weekends / normal shift patterns ? Exciting times !

Steve , I was in early and although I bought some tranches relatively late , my average has never been such that it would be impossible to break even. I have twice averaged down and also availed of sell high buy low in the last year.

My Portfolio is thankfully now back where I was before buying Novacyt, after three successful investments , multibagging on GDR on two occasions and holding very recently EPP thru a very good rise. I also took a hit on Harl that thankfully GDR covered off.

So my interest in Novacyt is not critical to me as I've managed to escape relatively unscathed. That being said I need to give myself a hard slap for not selling much much earlier and it has taken three years to reach this stage.

Those who sit doing nothing need to give their heads a wobble. Regarding my remaining shares I haven't yet decided whether to sell out or hold.

Who is they ?

I've found my mail to Novacyt questioning Allmond about an old IT IS v Roche dispute. They developed an instrument practically identical to the Q and worked in tandem with Elizabeth pharma who had 21 ivd tests they marketed , again remarkably similar to our tests. I initially found it as a lab in Nairobi was using what I thought was a Q but with Elizabeth pharma tests. I was concerned at the time because of Tata who were buying our Q's but white labelling and the fact they had available this suite of tests all validated that they could potentially sell globally. I specifically asked about the geographic footprint of where Tata could sell the Q instruments and numerous other questions.

I suspect they utilised Elizabeth pharmas assays on our machines. No proof whatsoever.

At the time I was told the Roche machine had been withdrawn. Pretty peed off to hear it's still ongoing and we were never told.

Somewhat disingenuous imo

It doesn't say PCR market saturated , it says PCR instrumentation market saturated.

The POC Market is growing rapidly. So in effect they mean we don't cut the mustard , either incapable of selling kit or we haven't advanced the tech like our competitors.

Re Roche , I recall asking the company about the similarities between products and even pointed out a company that used to trade with us utilising the q16 thay had transferred to Roche.

I was assured no issue.

Why have we never been told about this 5 year dispute before ? This should have been RNS'd.

What are the sums involved?

What is the cost of legal pursuit of this ?

With regards to initial cost versus binning it off , says it all if it can't be sold for anything !

All that money invested in portable labs ( trailers & vans )

One certainty , Novacyt never fails to deliver disappointing news, no surprise Paul Oladimeji abd Methul V left for pastures new.

Yeah may as well call it YGEN, as it would appear that NCYT are totally dependent on that side of the business .

I guess the R& D teams have been busy making our RUO assays compatible with other widely used instruments/ systems.

Less then impressed to put it mildly.

What was actually said in response to a question at the investor meet was something very similar to this ( taken from my notes)... We have had 2nd and 3rd opinions from various experts re best steps forward and successful re entry highly probable .

"If the SP takes off then maybe I might get twitchy and want to invest before it's too late - but it's not moving at all. "

Previous sentence " I'm invested as it happens"

A trite confusing Skippy .

Yes of course Loads of.....

Peanuts when looking at overall cost, not fazed.

The market will do what it does , I'm confident that if there is a way to commercialise this and exploit this opportunity fully , that I'm backing the right team in the right location.

If proven I like the sound of this..

https://youtu.be/GSjJPawttTw?si=4O3YPHN9Y6pn8OXa

I'm relaxed about this , plenty in the coffers to re enter and quickly if they can't case , we know a lot more now and therefore consider this further derisked then first attemot

Https://www.medicaldevice-network.com/data-insights/novacyt-gets-grant-for-chemical-and-biochemical-reaction-apparatus-with-thermal-management/?cf-view

Looks busy , good to see after news of Columbian implementation. Seems to gaining momentum, would be good to see this reflected in the revenue.

https://x.com/IGBiosystems/status/1841850051179450831?t=NnVYyoi4R13FrbM6jwBtJQ&s=19

https://x.com/KilkennyTed/status/1842926177285255359?t=bnjnG3ED8VbHZrFUcIDzkA&s=19

Not a ramp, a question.

As we have no idea when / if rig onsite , it is not outside the realms of possibility that they have entered and stabilised well . Thoughts ?

Much as I dislike the pumping via twitter by board members , there is highly likely substance behind the incessant tweets as otherwise shot credibility would adversely impact all companies the prolific tweeter is involved in and would it be high risk for no gain. Therefore as ever with investing , time will tell.

Really fiddly to use . Last updated 11 days ago , at that stage the rig was in North Dakota, so journey to site relatively short.

https://oilgasleads.com/precision-drilling/