Member Info for Laura2022

To yourself also NU

Newuncle

I would recommend reading the presentation

PYC have got record pipeline and record revenues booked for a calander year

Newuncle

The revenues miss were not PYC fault as announced in May

Has CPX ?

Great overview KingH

From Trench123 for your info

23 mins : PS discusses the slide headed 'Immediate Growth Levers - Growth and Profit' and mentions that 'many of you will have seen this slide before as I have used it in a number of other presentations'. Firstly good to see the word 'Profit' mentioned, but secondly , I do not recall seeing this slide before, but I may well be mistaken. It could have been used to attract potential investors for the last funding round (it could also conceivably have been in presentations to potential future buyers/partners/long term investors)

26 mins & 32 mins : Much on the development and projected commercialisation of the personalised dosing tool through its partnership with DosemeRx. PS mentions mentions that he is 'conscious that we need to extract value from this tool'. He also notes we 'also intend to explore other avenues for this tool'. Looks like this is all progressing very well and could be transformative for PYC

27 mins/30 mins : Head of Modelling will be 'an expert in the field of modelling and simulation with broad networks across the industry'. Scheduled to start in November

29 mins : With reference to Biostatistics PS mentions ' We are exploring strategic options to enable accelerated growth' . 'This is something we are very much actively exploring at the moment'

31 mins : Scientific publications. 'Progressing a number of scientific papers at the moment' . 'Two have been submitted back to the respective journals and one is about to be submitted' PS mentions 'being able to credentialise your technical skills through peer reviews in scientific journals is a very important and very useful marketing tool for us'.

'Hopefully we can announce their publication very soon'

33 mins : PREDICT-ONC Trial at Blackpool Hospital 'going through final stages of ethical and regulatory approval'. 'We hope to announce the official start of the trial very soon' I though this would have been a little further advanced, but will presumably result in more of the Innovate grant income being reflected in the current financial year'. The end date of the trial remains unchanged

PS is highly organised and motivated and is building a very strong team to drive sustainable growth. I like what I see

I will take a look, I sadly had to filter that person as a bit pushy

Yes...it's been a very strange past 18mths where either companies are being bought out as they're undervalued or they are being suspended or kicked of AIM after years of lies ( COPL etc)

Let's hope the new Gov does something to make AIM attractive again as there are companies like PYC and others trying to build proper companies with blue chip respected clients

Yrs newuncle

The sooner we lose nonsense like PREM RRR VAST etc and all these fraudulent AIM stocks that do not generate any revenues

How can FTSE be 8300 yet AIM be 730!!!

Good point KingH

Cash is now more than half of the capitalisation

No hostility at all Newuncle , always good to share thoughts

For example

This half year PYC will be booking at least £500-600k revenues before Dec 2024, more if contracts land Oct-Dec against a market capitalisation of £1.4mln

When you look at OBD, GDR AVCT or just simply software technology companies on AIM , PYC is undervalued

Thanks for taking the time to visit from OBD board

Thanks

Well another metrics would be revenues as a % of market capitalisation

In which case PYC would be extremely undervalued companies to many comparable compares

Thanks for your kind words

Because the market isn't a perfect mechanism to show value and henc why there are under valued and over valued companies

As you probably know with your experience

AVCT OBD market caps compared to PYC

Pyc at £1.4mln should be x 10

I'm wonderful thanks Rebs

Contracts alluded to in last few RNS and also $450k received (40% of contracts) last month

And still no substantiated evidence from porky that I've "ramped" VAL

Not one bit of evidence

And he wonders why he gets reported and banned

Thanks Debull, didn't know AVCT were going to the same conference

I speculated last year would AVCT be interested in JV/acquisition

However, when posted on here and X it helps i presume

And LinkedIn maybe reaches a different audience ?