Member Info for L1onheart

Although the OTC listing also shows 338m shares in issue, because of the sp over in the States, they have the MCAP showing as $236m (c.£170m) so only a discrepancy of £50m against the UK valuation!!! Must be some serious arbitrage opportunities here!

It's definitely the right information as far as price paid goes - the only question mark is the tiny volume involved. If however, some traction is gained in the US with better volume, then it must transfer to the UK sp which would be amazing. At present, the offer price is $1.00 after the 0.70c was taken so, in theory, BIRD is c. 0.75c (0.55p) mid-price (0.50c Bid / $1.00 Offer on OTC).

Could be a sign that the US values our tech way higher than we do in the UK as suggested by several posters. GLA

Market will open in just over an hour and then, by later today, we will know if there has been an initial high level of interest so rest of this week will be worth watching with interest imho. GLA

Agree Davand - we may not be getting figures from Lyn but we can extrapolate from the MHC revenue of £3m in just two months how many YGEN are on course to process over this summer. Answer - loads!!!! YGEN very undervalued at these levels imho.

.....bodes really well for summer when many more countries are opened up for travel. Transformational!!

Wonder if this very positive news will dry up the seller? I mean, that £250k buy at 12.25 a couple of days ago was quickly countered by chunky sells at 12.13 so interesting to see if the seller(s) now take stock because a Boots/EasyJet tie up is genuinely capable of adding significant volume when passengers get directed there when booking their flight - it's a different dynamic to simply hoping they go to Boots generally. Much more targeted chance of volume sales imo.

The 12.23p and 12.24p etc are all buys, presumably to offset the 300k sell at 12.12 just out of interest

Another good contract for BIRD. Also, great link there FBT - all shaping up nicely for a long term, solid investment but always with the possibility of riding the tech wave and being either taken over or getting solid Tech II's on board. Exciting times ahead!

A late reported buy imo as reflected by the continuing increase in sp today. GLA

Now that's the reassurance we've been looking for! Sales Order book currently 127% higher than 2020, excellent 75% retention of Murat customers and for AK to say "The Directors are encouraged by the recent performance and view the outlook with increasing confidence", all adds up to an excellent RNS Update. Now perhaps, we can be given an appropriate sp to reflect the value and excellent prospects of the company!

Chairman Andrew Bentley has bought a few more which is very encouraging. Not enough to be ‘the’ buyer as such but similarly, it also suggests that, if it’s an outside party, the BoD don’t know who otherwise AB’s purchase wouldn’t be allowable. Interesting times with BIRD recently and just getting better. GLA

Premier Fund Managers top-slicing their holding and, after a 70% rise in sp from the low 20’s to mid 30’s where we are now, who can blame them! Totally understandable and no cause for concern imo. GLA

In the end though, twix, you’re getting ar*sed off simply because BMD mentioned a USA contract was imminent and everyone has taken this as fact. It may be but equally it may not but it has become THE central point to everyone’s views at the moment. It’s not Lyn’s fault that a rumour is causing this grief it’s ours. I don’t think the last few RNS’s have been ‘inferior news’ - part of 4 huge govt contracts, largest Middle East and Africa distributor tie up - these are very ‘superior news’ - I say again, get rid of the seller and the sp will fly. We are a superb company imo and maybe a USA. Contract will come but that shouldn’t blank out the fundamentals which are very strong. I’m staying.

Same here although not 20 years! Good RNS and contract.

The problem to date has been a simple one - the MM’s Mark it up based on the latest RNS and run straight into some large sells and so Mark it back down again. There is a large seller out there and has been for some time. As and when they stop, the sp will bounce probably a long way very quickly as most shares are in the hands of LTH’s. We have no idea where the seller is in their cycle but that’s what has been happening following all the latest positive RNS’s so patience required - once they’ve gone, we’ll also go.....UP!!

There is one other slight possibility although unlikely. It may be that the BoD are selling to allow another identified party to buy at a pre-agreed level before the sp rises on other news or results. I know it sounds implausible but, the shares are tightly held and, assuming I wanted xyz to invest in my company for the longer term, if xyz went into the market they would create an sp surge. On the other hand, if the BoD are sellers, a) it reduces the sp, b) there are shares available to buy for xyz so that c) they get in and the sp brakes can come off as suggested to the ultimate larger benefit of all including the BoD who sold part of their holding. The old adage of its better to have 10% of a £100m company than 20% of a £20m company.
Again, as I said at the beginning, probably implausible, but it is a possibility and there is now buying after those sales. GLA

That order would have taken a bit of time to fill! Hopefully a buy!

Broker note out reconfirming target at 160p

http://www.allenbycapital.com/research_1213_1493680808.pdf

GLA

Bakky if we stay too low for too long, we’ll be a definite takeover target for a large Pharma surely. MM’s simply cannot keep the price up or down in the face of grown up selling or buying.

Twix, there is a crumb of comfort re your feelings on the BoD. In August and September last year, they bought over 1.4m shares (via a Placing at 17p a share and market buys of 17-18p) at an average of around 17.5p so they are about 4.5p per share (or c.25%) down at the moment as well. In August and September last year, we had no discernible or tangible Covid strategy and therefore they were surely basing their investment on our core fundamental products. Since then, they tendered for the Govt contracts in December and, as has been well documented, won all 4 which we know will produce a massive uplift in revenue and profit. The market has not catapulted them into the stratosphere as has been the case for other Covid stocks when news has been announced but in my opinion, the only reason for that must be a constant sizeable seller. Whoever they are and whatever their reasons, it simply cannot last and I think a huge number of shares remain in superglue hands like yours and mine. It is only a matter of when and not if this sp rerates on a massive scale and none of us should get shaken out by one persistent seller. Once he's gone, there will only be upward pressure again especially when we get news on revenue from the Govt contracts in 2 or 3 months time - we must give YGEN that time to gain traction and sell those tests. If we do, i believe it will be incredibly rewarding in a relatively short time. GLA