Member Info for Morningsun

So, now people can't write that they have bought in anymore. Really?!

The thought policy is out early today.

You really had to witebthat post? What a load of intolerant nonsense.

MS

Wow, just wow.
Exactly what we have been waiting for. Massive grades, and indeed:

A GOLDMINE UNDER THE GOLDMINE!!

Chapeau Bamps, as you have been saying this all along!
MS

Well, that would put us back at 46p. Fine with me.
MS

Morning Ian,
Thanks for the recap and repost of ethio's post.
MC is ridiculous indeed.
MS

Come on Deos,
Be a bit more bold!
A company at PE of 1.4 where the medium pharmas are at 15 and the big pharmas at 20 to 25, ncyt at sp of £10 or PE of 4, is hardly interesting....
Think bolder, as in PE of 15 at least as that is where this is heading.
And there is nothing rampy about that statement. Just comparing facts.
MS.

Kaeren.
Copied the link.from the website.

https://presentations.investormeetcompany.com/investor-meet-company/NOVACYT-S-A-Investor-Meeting?bmid=a9d61e8a5021

MS

So, the text below is then what we then have to work with. Taken from the FY2020 report.

Personally I'd be disappointed of we don't get an update as in this stage of the business a month is crucial, and yes the DHSC update is key. The market is continuously changing so yes, H1 results and an update on the outlook for H2 should be provided.
It's not like this company is already on par with the likes of Astra Zenica or Pfizer or the likes.

Just my view and no, it won't make any difference to my holding here.
MS
*********
For the five months ended 31 May 2021, the Company had unaudited sales of £88.4m compared to £40.8m for the same period in 2020. This £88.4m includes £40.7m of sales to the DHSC, which are part of the dispute. Excluding the DHSC, the Company saw a run-rate of over £10m in sales per month in Q1 2021, which has declined to approximately £7m per month in April and May as infection rates eased and testing has dropped sharply. This is a repeat of the trend seen in 2020 as countries moved into the summer period and the spread of COVID-19 declined.

Looking forward, the Company expects strong growth in private testing as markets and travel re-open, which could lead to higher infection rates, and an increase in testing to return in Q4 2021, in line with Q4 2020, during the winter period. The Company also expects to see significant new growth from the launch of new products during the second half of 2021, including an expansion of its lateral flow antigen testing portfolio for both professional and home use. If demand picks up in line with expectations, the Company expects to see full year sales of approximately £100m, excluding the sales to the DHSC which are in dispute.

In the first five months of 2021, Novacyt has delivered a gross margin of over 70% and an EBITDA margin of over 40%, excluding the impact of sales to the DHSC, and the Directors are confident the Company can maintain these levels of underlying profitability for the balance of the year if volumes are in-line with its current expectations. This assumes no further sales to the DHSC for the balance of the year and no further provisions or adjustments relating to the current dispute.
********

Stonk,
Sure.
If I'm to believe the doomsayers on here anything goes so they would have found a way. They are clever enough. We know that much for sure.
But they didn't and haven't! So, cudos to them!
MS

Welcome back LB and good bye as well.;-)

Low and lower volumes, SP bungee, good RNSes landing, kippers or haddock on deck.

All I now look at is that the BoD hold a very significant amount of shares in the company and moreover, they are NOT selling.

They could have sold at the spike if they thought it was well over valued. However, they did not!
That speaks volumes.

So, sit back and wait for the whale RNS to land.

Have fun in the Highlands and watch out for the gnats!

MS

Dip that's the point I'mmaking. That is exactly what he is saying in the podcast.
MS.

Did Shaun say in so many words that Ernest giles had not been explored deep enough and he has great expectations for it when properly tested?
MS

Zoros, no worries. I know where it is. Just never been in.
MS

Zoros, good view?
Just drinks or good food too?
MS

posted this at earlier. Too important not loose.
********
It's right there in the RNS.
Read it.

BoD take the time to ADD the reference the 12th of May RNS AND then more over ALSO explain in the same para WHY that RNS is important by mentioning the licenses it holds. The ones to be SOLD.

They really cannot make it more clear to us what is going on without saying it directly.

Come on, read!
MS

It's right there in the RNS.
Read it.

BoD take the time to ADD the reference the 12th of May RNS AND then more over ALSO explain in the same para WHY that RNS is important by mentioning the licenses it holds. The ones to be SOLD.

They really cannot make it more clear to us what is going on without saying it directly.

Come on, read!
MS

Nice RNS and confirms info already shared here.

Note the reference to the 12th of May RNS!

Sooooon!
MS

Here's the link to the sharetalk tweet Spy posted.
https://twitter.com/Share_Talk/status/1419362931741954054?s=19
MS

just checked in and instead of reading about gold, GGP or NCM and the imminent results, I see countless posts about crypto nonsense.
Can this BS please be taken somewhere else.
Thanks
MS

JM, you can't compare that 50 degreesC with the 32 in the UK.
Deathvalley is very dry and humidity amplifies the heat as you can't cool.
MS

what a weird thing to say.
You hold a share because you believe in the positive prospects of the company. You don't hold the share because you believe its prospects are negative.
Therefore, negative posters have no point in being here.
Discussion yes, but negativity has only one driver.
MS