Member Info for larry10

French people dont have to pay for tests. Bill IS directly send by the labs to social security.

30% of french pcrs are termofisher. then, there is mainly abbott roche and some others.
Biosynex and Abbott for LFTs.

France never gave a **** about ncyt, despite proposons At the beginning of the pandémia 5 million tests. France never wanted them.
And France doesnt want one gêne test either. (I know we got the 2 gènes now)

Atothis, french distributor is ridiculously small. The others, Never Heard of it either.

And important thing too, who runs the covid testing strategy in France ? A Friend of Macron, lobbyist At Abbott.

Never wait for anithing from us.
Very dissapointed myself.

But one thing i tell myself : France needs novacyt, but novacyt doesnt need France.

(I wont enter in any debate, as i Saw on this chat, regarding the presence of ncyt on the french bourse)

Some links of your list Deas999 are showing SNPsig, but not for covid ;)

Haha, would like that too !

But im not sure if pi's have still a Big impact on the SP.

Thank you Wilson.

Waynesmith, im already here :)

Thank you Wilson.

Waynesmith, im already here :)

Hello,

New ii added on morningstar :

TIAA investment (also named CREF stock R1)
75.798 shares

A few ETF added too.
Two notable decrease by quoniam and Danske invest (~22&15ks) and some little adjustments

Total ii holdings on morningstar :
8.047.534s - 11.39%
Decrease around 6ks in total (0.01%)

Details :
https://twitter.com/Larry64450205/status/1359374689202802690?s=19

Hello,

Approximatively 750k shares have been added in january. Northern Trust IS the most notable New entry in january with ~230ks. 4 NL funds (the same "holding") have bought ~200ks. Some have increased their positions.
We learend that Amiral gestion (also named Sextant) has sold ~230ks notified now but sold in september.

Shaun : in a screenshot i have, Légal investment is already shown as a sell back in september 2020, but i remember it was already so way before.

Total ii holding on ncyt (+ vattel and blk as per rns) :
8.056.294 shares - 11.40%

But its important to know some ii only notify every 3months, or 6months, or every month, whenever they want so to Say. (Like sextant showing as sold only now)
Important also is that every fund does not notify their positions publicly. Many stay in the "dark"

You Can follow my +/- monthly updates based on morningstar here, beginning this month (made a few errors in the past, so New thread) :

https://twitter.com/Larry64450205/status/1356600448623529985?s=19

Nice Kaeren, D. Hodcroft (@firefox) is a really good and impressive researcher. I follow her myself since we talk about variants.
If i may add some other account like her of interest, i would Say :
@nextstrain
@covidgenomicsUK
@ainetoole
These are the accounts i follow regarding variants/sequencing etc... Very interesting things to learn if interested.

You can't realy rely on the total down there on morningstar.
For example, blackrock bought 143 shares. So his total of 700k shares now appear in the institutions buying.
It is only a "jeu d'écriture" (dont know how to Say in english sorry)

But i do the total of all the funds regularly. Since Yesterday update, only fidelity bought.

Can find my total holdings on morningstar + blk per rns + board here

https://twitter.com/Larry64450205/status/1357209187961499648?s=19

Indeed, i didnt thought of it anymore, but youre fully right.
Negma is a good example of it, there is also habert, légal investment, or also Robert Powell (950ks in 2018) and a few people in the Agm documentation from 2016 with ~2.5m shares. All Were noticed for holding per rns, and none of them, particularly the ii Were noticed as sold.
And to add to this legal investment showed as sold on morningstar a while ago...

This is really complicated to understand it all between all the rules/laws and whats really going on.

I relied on mandys answer, but something still wierd... Will work on it again then...

@try2buylow :

https://novacyt.com/fr/investor-presentation/

Look At the "document d'admission AIM"
Page 141 of the document :
4.1 Disclosure of interests in shares

Treshold for declaration : 3% and any increase or decrease of 1% thereafter.

I also asked Mandy, they have the obligation to report it to the market.
---
But Indeed, we don't know every ii present. We only know the ones through morningstar who are willing to disclose their positions.
Many ii stay in the "dark" and dont give their positions publicly. So we know only a minimum of holdings in iis hands. But it represents +/- 11 or 13%.

The funds from NL have been added around the 22/26 january, dont remember exactly. But yeah theyre New we Can Say.

With blackrock, it's best imo to stay with thé RNS WE got.
Because we dont know how to put together their holdings visible on morningstar. Smaller funds must bé regrouped together in the bigger ones.

I confirm, a had it not on my list from last month i was just editing.

Some New ones during january, the NL ones, Northern Trust, and as you just said argenta.

We learn that sextant (amiral gestion) sold his 238k shares in september. Surely a quaterly update from them.

More details on my tweet below
https://twitter.com/Larry64450205/status/1356600448623529985?s=19

It was just a bug.

Good morning,

If we compare the Big Abbott with the little french biosynex, who had their results last week too, WE learn they also had a Big increase in revenues in the last quarter :
4th trimester revenues : 81.8m€
Total 2020 : 154m€
So a Big growth in revenue in these two stocks end of 2020.

Casinora IS a great New researchers on ncyt.
Hé also found the volza link i posted Yesterday.

Tabubil hospital is a bit old, it's from septembre or november +/-.
The hospital has been founded by ok tedy mine.
But looks like it's UNICEF who bought tests for them.

In Papua New Guinea IS also a NGO called international SOS. They confirm through linkdn using the genesig Q16.
https://twitter.com/Larry64450205/status/1325530904677261313?s=19

Just to be précise, this tender IS not New. It IS awarded on bidstats since november.

PS : i was not refering to matt han****s Platforms he spoke about this morning, what for me has nothing related with ncyt

Hi Wilson,

The article is linked in the tweet, and now here :
https://www.industrie-techno.com/article/comment-detecter-la-dissemination-du-variant-anglais-sur-le-sol-francais.63624

It's a respectable journal i like to read. They even write about ncyt Begin of 2020.
I try to poke the CM with my thoughts, VariPLEX as a variant for multiplex, as all or products with "Plex" are multiplex, and obviously imo, vari IS for variant. But cm dont answer haha.
And i believe there would be a great market for such a product, and they Always surprise us :)

Yes, it might be a possibility.
When you look atamis document for thé 400m award, there is an article saying it's not allowed to make publicity of the contract, something like that. So a sort of NDA i would Say.

So possibly many (or a few) still unknown awards....