Member Info for LuckyLuciano

Hi all, it occur to me that 1.5 years ago this share was hovering on the 60/70p level.
Back then expansion and increased production work done till now was obviously 1.5 years behind, but in contrast Vanadium price had raised all the way to almost $30 compared to the current $5.30.

So I can't understand why some people on this board are wasting huge amount of time ramping or deramping this company on the bases of capital needed to increase production or future share issuing , as opposite to future sp projection if this happen or that happen....
Forget about what should happen or what will happen if...Let talk about now what this company is doing and what is a reasonable forecast about the market on vanadium price, including investors sentiment going forward.
Ofcourse to make some production improvement we need money by issuing shares or taking more debit, I never heard that is possible to increase production seven times for free...But I am wondering is this what we investors should be worry about? If is true that the market is super efficient in assessing share prices, then whatever money may be needed to complete those production rump up are or are not reflected yet on the sp ....so what?

I rather focus on what FAR share price will be once production will increase 7 times, when by then also Covid19 hopefully will be more under control for Vanadium prices to rebound higher.

What is important is the potential of this company and the will of the BoD to exploit it. Covid 19 as been a pain for everyone and every company, Imagine the problem that a mining company might have had in the middle of nowhere in Kazakhstan during lock down, trying to expand production with new equipment orders and deployment....I believe the future for this company is bright and is going places, the potential is there and with vanadium prices depresses due in part to covid19, it seem to me a good moment to buy in .....surely better that when this was at 70p....Anyway Dyor

Hi just joined this shares with buy at around 9p.
Surely there are many moving parts which make it difficult to asses if at this price Far is cheap or expensive and is possible to interpret facts and turn them around to make them positive or negative as we wish.
What made me buy some Far is the improving production rate which by the sp has not been priced in, and the hope that Vanadium price will recover in the mid time frame. So if you ask me if I would wait say... one year to double my investment I would answer yes please...Mind you mine is a conservative hope/prediction based on very probable events which are taking place right now. I am not taking in consideration the potential to reach 1500 tones production, which seems to me the company is working hard to achieve and I am sure will happen. No doubt money need to be found somewhere, possibly current doubling production is already a good step forward in that sense also vanadium prices are below historic average but for how long? But one of the most important factors in a AIM share is the integrity of the BoDirectors, if not the most important factors and in this regard, maybe some of you can shed a bit more light....has I don't know much about this company ...

Yes even 62 FE are back at $124.76 after dipping to $121.
H2 average should come some $15/20 per tone higher, this is all net profit which from $250 m H1 should come near $350m for a total of $600m or a bit more than PE of 2.
This is crazy especially because there will be always need for high concentrated FE pellets.
Just today news that China is to invest $900 billions in the next 5 years to develop electricity grid, I would imagine that will require lots of FE .
https://www.investing.com/news/commodities-news/china-to-invest-nearly-900-billion-in-power-grids-state-media-2321099
If it wasn't for the Kostyantin Zhevago saga, with such low cost base and expanding production in the next few years, sp would be 4/5 time today price .
Unfortunately there are bad sentiments in the market about FXPO and is not going to change any time soon, till the case with the court is resolved. Does anyone has a view on the best and worst case scenarios?
If I am not mistaking the alleged fraud is for the sum of some $100m (pl correct me if I am wrong) and because I find it difficult to think that Mr. Kostyantin Zhevago will go in prison maybe the best course of action is to pay the fine and get on with it... but I suppose is a bit more complicated that this.

Right turn out I am not entitle. Bit confusing they state that entitlement will be for shareholder on the register at close of business on the 25th sept. Which to me imply that if I buy shares on that day I would be entitled but no... it doesn't work like that, this is why some website declared ex-divi day the 24th sept. So I should have bought on the 23rd.....
Never mind will learn for the next time.

many thanks will contact my broker.

Has anyone received dividend yet?

This is massive news......

Hey Manciolingo...
how would you call someone that recommend a company namely Nanopore Technologies which is based in Oxford.
Don't tell me also Regius Professor of Medicine is based at Oxford University....
What ! Was it too difficult to google around and find many other companies like Ncyt that have tested 100% accuracy and specificity and also an approved and ready covid/flu test kit????
Why advise the government to spend tax payer money on a company that has not managed yet to develop a covid/flu test when there are many already out there in the market place???
Nanopore Technologies is a private company that seams have no problem to find finance and funds from many investors. I love to know who is providing the cash.
Don't get too impressed by big names and titles my friend trust me often the big crucks are in the high places, don't you see how the world is going round?

Why

Quite right about the French market. Take a look at Biosynex quoted on the French market. I was invested for a while there and know a little about the company. They are the one that are getting French orders and possibly could be a target acquisition for NCYT. The French market is heavily politicized and is for French people, is you are not French I doubt you can enter the market.
Biosynex product is much lower quality than ours indeed they are merely a manufacturer, as the patent and original producers are Chinese and Singaporean I think...
But there are some French politicians involved with this company hence the contract they are getting.
So is not because we are also listed in France (I don't understand why..) that we are going to get a French contract

its 100% of my portfolio.

yes very strange sp movement...looks like the MM is trying to accumulate shares.

...about the BBC article:=============================
There is currently no publicly available data on the accuracy of the new tests.
But Sir John Bell, Regius Professor of Medicine at Oxford University, who has been advising the government on tests, said they produced the same "sensitivity" as the current lab-based tests.==========================
Now then...SIR JOHN BELL, just wondering how big is the slice of his cake?
To advise the Gov. the purchase of a test with no data on accuracy and another one that is still in development.
Obviously made by private companies where is impossible to scrutinize the finance and hand outs...

No wayyyyy Trump got corona virus lololol

No doubt people me included have not come to terms yet with the new normal. This is understandable we are used to the old way of living since the beginning of time, for a while its easier to change to new habits especially in emergency cases for ...but to change psychologically and get used to new ways is more difficult, it takes time. For this same reason investors find it difficult to realise that covid and the need for testing is here to stay. If anything with the introduction of testing for flu this can become a new customary protocol among GP, that was not in use before. Covid is here to stay, the recent resurgence of infections is a clear sign that its not going to go way anytime sooner. This is way NCYT is still so undervalued, even by doubling the revenue for the year 2020 in the last few months with this nhs contract, investors have still to come to terms with the new normal and it will take time. I have done a bit of research and there isn't many product like ours available in the market, that is approved and can test covid and flu. I am expecting more contract coming this year and the fact that we are among the first out with this product will warrant renewed contract in the years to come.

I was searching which other company does covid/flu tests in the market and came across this new from 5th August:
https://www.bbc.co.uk/news/uk-53632043

You can Imagine my surprise in not seen Novacyt name in the article, it does look they are taking about us but.....
Anyway a little more research and guess what ? Nanopore technologies haven't managed yet to develop a covid/flu test.
https://nanoporetech.com/covid-19/overview
This is way we won this contract and looking at the numbers of tests and machine needed, there is the potential to get more orders. My guess is that Hand**** committed to a deadline for delivery and roll out of machines in hospitals, but the LamPORE test was not ready so they when for plan B.
Note that once a test is ready it needs to be approved by the relevant authorities.

As now potentially we have already booked current market cap in cash profit for 20/21.
UK government has endorsed Ncyt for its plans to super test everyone, 500000 a day by October. Winterplex test kit possibly a strategic kit for us been able to win this contract and many to come. Not many companies out there that produce the flu/covid test kit. Other government will look at neighbor country policies and operandum and try to do the same in their country, this NHS contract if a good world wide marketing add for Ncyt.

lololol
Amers stop drinking mate.
Are you sure you are in the right planet?

Lets put it this way Chrishar
back at £3 sp Ncyt was a company with sales secured at some £60 million H1 and no new products.
Now for less than double the £3 sp we have at least 5 time H1 sales and potentially double 2020 sales for 20201 or some £600 millions. Ncyt future lies in the massive cash profit that will materialise in the next year. Between this and next year we can potentially fund £400/500 million cash profit. Anything else is discounted or for free.....Good will, contracts, the rest of the world markets, new products, acquisitions....

You can't be blamed if you sell for a good profit, I made this mistake so many times that I have lost count, sell for then see the sp double and some time even increase ten times. Me I suggest you put some stops at some levels and wait 6 month to see where this is going.

So far BJ just mentioned a target of 500000 tests a day by end of October, I am sure we are involved but I doubt he will mention Nova...that would a bit strange. I am just wondering were we stand with the old contract with NHS of some 280000 test a week, contract which should expire in October if I remember correctly. Are we due a renew of this contract possibly with larger tests orders?