Member Info for mapper99

Based on CFCs completed and working this year, I estimate that 3.6M sqft of warehouses will be operating (compared to 1.2M sqft last year) Therefore by Feb 2023 I think the SP will be somewhere near £22.

Just my opinion. DYOR

Ravinderdeol

I accepted offer on last day. My Halifax account has the cash and the ZNWD shares

Mapper

Correction, the % appears to be 74.1% as there are now 387,136,502 issued since this mornings RNS

Can anyone confirm the latest % who have now accepted the offer. The new shares issued to PS and others amounts to 2.9M new shares. I calculate that brings the acceptance % to 74.67%. Does that mean GF are practically there?

Much appreciated abcd

Does anyone have a link to the tests on the Coronavirus Test Device Approvals list. I have looked and found very few mentions online. In fact only AVCT and NCYT are mentioned. AVCT negatively and NCYT partially positively. If these are the only two companies where a decision have been made, wouldn't that make very good news for NCYT?

Any help appreciated.

Mapper

Would suggest Kroger are unworried by Autostore court cases as well. Even better news.

I think it is 5 new CFCs in US.

https://www.prnewswire.com/news-releases/kroger-delivery-expands-with-new-fulfillment-centers-301397947.html

What the flick is this all about?
08-Oct-21 17:25:42 1,624.175 5,343 Unknown* 1,631.50 1,632.00 86.78k O
08-Oct-21 17:21:44 1,624.50 5,068 Unknown* 1,631.50 1,632.00 82.33k O
08-Oct-21 17:23:50 1,610.027 1,376 Unknown* 1,631.50 1,632.00 22.15k O
08-Oct-21 17:11:05 1,616.935 13,210 Unknown* 1,631.50 1,632.00 213.60k O
08-Oct-21 17:11:53 1,623.039 2,792 Unknown* 1,631.50 1,632.00 45.32k O
08-Oct-21 17:18:26 1,603.877 450 Unknown* 1,631.50 1,632.00 7,217 O
08-Oct-21 17:10:42 1,624.50 74,674 Unknown* 1,631.50 1,632.00 1m O
08-Oct-21 17:08:04 1,624.50 1,664 Unknown* 1,631.50 1,632.00 27.03k O
08-Oct-21 17:01:07 1,631.99 1,634 Unknown* 1,631.50 1,632.00 26.67k O
08-Oct-21 17:02:10 1,622.554 86,665 Unknown* 1,631.50 1,632.00 1m O
08-Oct-21 16:53:16 1,618.773 9,066 Unknown* 1,631.50 1,632.00 146.76k O
08-Oct-21 16:55:49 1,607.048 233 Unknown* 1,631.50 1,632.00 3,744 O
08-Oct-21 16:55:04 1,620.82 104,945 Unknown* 1,631.50 1,632.00 2m O
08-Oct-21 16:53:46 1,632.163 22 Unknown* 1,631.50 1,632.00 359.08 O
08-Oct-21 16:40:43 1,624.763 22,021 Sell* 1,631.50 1,632.00 357.79k O
08-Oct-21 16:38:32 1,624.50 18,000 Unknown* 1,631.50 1,632.00 292.41k O

Curious all the 60-70 trades are automatic and are buys. Similarly all the Automatic sells are around 1000. Must be some sort of mechanism using bots

Porky

I agree with your sentiment. Having reread the Annual report, it seems illogical that this is the valuation. One thing I have been tracking is the proportion of trades on the two markets. Last April, 80% was traded on Euronext. Since September I have been tracking the ration between the two and in the last few days the ratio has AIM as about 52% of the trades. My feeling is that French traders have been gradually dumping the company and UK traders have been picking up them on AIM. GMs decision to publish accounts in £ is just the latest manifestation of this trend. If this trend continues I suspect in a few months we will trading 75 in UK at which point we will leave Euronext. Does this sound sensible?

Mapper

ak_gabba. Good breakdown by category. We need to see March data and then we can see long term pattern. I wonder when they get released.

ValJu. Dividend is only relevant if we have nothing left to spend cash on. Like supermarkets with 0% R&D. Novacyt is all about research. They just need to commercialise as they go along. Keep the revenue flowing in.

Shhhh Bluelight. Don't scream too loud. We don't want everyone to hear. Just build up gradually.

: < )

Does anyone have an idea who those governments are?

Bluelight. What a lovely idea!

From the spreadsheets from the government site it looks like PD has invoiced about £191M of sales to DHSC. Using an assumption of 6 week settlement of these would match the numbers given in the Full year 2020 report and the Q1 TU, and would suggest that other sales amount to £50M-60M from overseas and private sales. if we extrapolate this for the rest of the year, doesn't that suggest EBITDA of £190M and cash in hand of £200M. Which further destroys the current SP. Am I completely wrong?

Let's look at the facts
% Gain in last 3 days 24%.
Great RNS with large number of specific products now available.
Global pandemic going nowhere.
Cash in the bank.
Partners revealed, if not specifically.

Future DHSC contracts in the range of £300M pa, despite the legal battles.

Overseas sales likely to grow over the next 2 years (at least)

Future long term growth NOT COVID dependant.

NCYT is analogous to the Evergreen. We were blown off course and got embedded in the Suez canal whilst all the smaller ships managed to dodge past us and get ahead start. A good RNS has pulled us back on course and while we are still not quite at full steam, we are heading in the right direction, with a full cargo.

When we get back up to something sensible like £10 then we can see the way ahead. Until then just enjoy the ride, and don't get too seasick.

JMHO

Mapper

Todays virus cases figures have been revised down by 8010 due to false positive LFTs confirmed as negative by PCR tests. LFT deployment is a political decision by BoJo and all his cronies, but they rely on accurate PCRs for the true COVID levels. 8010 false positives equates to about 2 million failed LFT tests. As next wave of infection approaches PCR will be even more critical.

Keep faith all.
IMHO

Mapper