Member Info for L1onheart

Morning all - the 50% was only my speculation and not fact just to be crystal clear. That said though, a dominant brand/chain like Boots wouldn’t stock any product for a normal agent commission as they don’t class themselves as an ‘agent’ Davand but as a retailer with a dominant High St and online position. Also MHC are relatively small fry who desperately needed Boots rather than the other way round at the time so Boots would have negotiated a very favourable buy price. That’s all I’m saying really and, in any event, twix put out interesting revenue figures based on only £8 a test profit a few threads back so I do strongly agree we are massively undervalued and have been adding more at these levels. I am as baffled as everyone else as to why we are languishing at 13.5p - it’s crazy!

Maybe Bakky but the buying power and margin expectations of the UK’s no 1 Chemist means that MHC/YGEN perhaps share up to half the RRP but definitely no more and quite possibly significantly less. Boots know full well who they are and any provider would fall over themselves to service their stores so the buy price may be very low. Hope not but...

Twix I share your frustration but this must appear on the radar and fly on fundamentals at some point - it just must! I mean, strip out all Covid testing completely, our MCAP is still a fair bit undervalued based just on our core products for NIPT etc. Add in the revenue stream from the Covid tests which are new contracts and therefore can only be seen a few months down the road, and eventually surely this will fly. Easy to say, difficult to do but, once again, just a bit more patience and we will all be rewarded imo.

I agree Poker - definitely has that feel although one caveat, the upward trend was seemingly very much sparked by Ian’s purchases. He wouldn’t have been able to make said purchases if he was aware of a stake builder in the background. Time will tell!

Every time MM’s try to reduce the sp and retrieve some of the stock they’ve let go on the way up over last couple of weeks, buyers steam back in. Slight regression yesterday immediately reversed this morning, not on sentiment, but on solid buys. Onward BIRD. GLA

Interesting that the Buys all seems to be at the Full Ask of 13.60p - perhaps a tick up is on the cards after all!

Picking up where we left off - onwards and upwards BIRD!!

Positive article in the Daily Mail today on the technology but doesn’t mention CPX which is a shame. AK should give us an update on that side of the business - is it going anywhere or have we missed the (electric powered!) bus??

This is an interesting article especially regarding the ‘New entrant’ who has brought the price down to £45 - very good chance that’s us surely as we’re uniquely placed as a One Stop Shop to be able to significantly reduce the price point! Really interesting to watch this space.

Could well be Bakky - Royal Mail are complete pants these days and should be stripped of their role. 1st Class is almost never received within timeframe for which we have paid so it’s almost mid-selling! That said, if demand is that high, YGEN must be doing something in their labs!

You’re right Eato but, as you will already be aware, there’s a chasm of difference between a bb post/opinion and actual fact delivered by the BoD.
BTW, thanks for welcoming me back but I never went away!! Have held these since Premaitha days when everything was about NIPT and yet here we are now as a multi-faceted Pharma that should explode in growth over next 12 months imo. In either case, good luck to all LTH’s and newbies here.

That video is a MUST WATCH for anyone invested in or considering investing in YGEN - 2021 will be transformational on the back of solid products not fantasy. Bought more this morning and think this sp will be history as soon as those tests gain traction. Loving being in here!!

Significant buys already and 32p to buy coming up. It just shows that when the BoD commit grown up money, there’s always something behind it - either excellent prospects and/or potential takeover target in time! GLA

1% of company traded yesterday and very tightly held shares in general with a significant number/percentage held by management. In general therefore, sp will always move quickly under buying pressure but always difficult to put a value on BIRD as they are unique in many ways. Excited to have these and will tuck them away for the long term.

Ian has bought over half a million shares at 29.50p so another significant investment of around £170,000.

Again, if the BoD think we’re worth investing in at these new highs, then follow the money!!! GLA

30p about to be taken - BIRD is flying!

Still strong buying on the back of the Directors share buying - new higher highs and higher lows to come. GLA

The volume of sales today suggests someone has seen the TU and it falls well short of expectations. That said, this sp is all about the past 12 months where YGEN completely missed the Covid bus, hence a terrible TU en route.
HOWEVER, this is a massive buying opportunity for the next 12 months where those Govt contracts will bring a huge revenue increase by any metric - the law of averages and their product means YGEN will get at least their percentage share of those and that will be £millions. GLA

Another vote of confidence from Ian as he has bought 300,000 shares at just over 25p, so a £75,000+ investment by our CEO. This follows on from investments at a similar level a few weeks ago from him and other BoD members. If they're all buying at 25p+, they obviously believe we're rising from here so that should give all PI's comfort. GLA

Money where my mouth is time - just topped up again around the 14.29p level for another 50k. I think it's worth multiples of this valuation and I'm here to stay and watch it happen - which it inevitably will. I mean, Lot 3 worth £2.5bn and only 9 winners, we should get 10% of that at least.