Member Info for Naewise

Let's hope our cup over filleth soon!

Haven't they got a gnome to go to?

You have got to admire DA and his band of merrie men. His timing is perfect what with the latest relaxation of Covid rules ensuring the SP will continue to drop steadily up to result date and nearer £2 than £3. He is no fool and this could lead to a management buyout or TO finally getting rid of all those moaning pesky PIs. I take my hat off to him!

Tkr. Why should they worry... few directors have any skin in the game. Its only PIs who are losing hand over foot. They could have stopped the rot quite easily to some extent but have absolutely no interest in us. I expect the SP to continue to drop over next week or so and like a few others have no great expectation of a massive rise unless there is a TO. For me now with the calibre of this Bod it's get out as quickly as possible... a damage limitation job.

I am very aware of that but even at Nova's lowly level surely a couple of phrases cribbed from this RNS may have worked wonders over the past 6 months. Let me ask you question -- if you were CEO of this company would you ignore your shareholders completely given the dire situation of the SP - maybe not affecting pensions but nevertheless certainly hitting the pocket of many in a serious way. There is no excuse and DA has a lot to prove!

...compared to the mighty Unilever but note how quickly they responded to a 7% SP drop today virtue an RNS. They are not a company to issue a RNS lightly. Our PR dept or even illustrious leader could easily have put something out along these lines but no, they/he maitain a stubborn deafening silence and have lost credability in my book.Have they no good news to I suspect some skulduggery is afoot but we are powerless. Like many others, I cannot wait to leave Nova once I claw back some losses. Hopefully there will be some light at end of month but I am not so sure now. A fe Mon, 17th Jan 2022 07:01
RNS Number : 6408Y
Unilever PLC
17 January 2022
Unilever update
London, 17 January 2022. The management and Board of Unilever are committed to accelerating the company's growth and repositioning the portfolio into higher growth categories. As a result of the reporting of Unilever's interest in GSK Consumer Healthcare, we are today bringing forward a planned update, setting out the strategic direction that the company is pursuing.
Unilever's strategic direction



Following the unification of Unilever, the Board has undertaken an extensive process to review strategic pathways to reposition Unilever's portfolio into higher growth categories.
This concluded that Unilever's future strategic direction lies in materially expanding its presence in Health, Beauty, and Hygiene. These categories offer higher rates of sustainable market growth, with significant opportunities to drive growth through investment and innovation, and by leveraging Unilever's strong presence in emerging markets.

The Board also concluded that major acquisitions should be accompanied by the accelerated divestment of intrinsically lower growth brands and businesses. This would provide funding and enable separation dis-synergies to be offset by acquisition synergies.

Unilever is committed to strict financial discipline to ensure that acquisitions create value for shareholders. The company benefits from a strong balance sheet and cash generation, and remains committed to maintaining an A-band credit rating. Following any acquisition, the company would target a return to current levels of gearing over the short to medium term.

Consumer Health is an attractive strategic option

Consumer Health is a highly complementary category for Unilever, with good potential for synergies and a number of routes to build scale.

GSK Consumer Healthcare would be a strong strategic fit. 45% of GSK Consumer Healthcare is in Oral Care and VMS - categories in which Unilever already has presence and substantial capabilities. OTC would be an attractive adjacent category, with the ability to combine Unilever's consumer and branding expertise with GSK Consumer Health's technical OTC capabilities. The acquisition would create scale and a growth platform for the combined portfolio in the US, China, and India, with further opportunities in other emerging markets.
We believe that this

... but would those involved in analysing P3 trial results be working over weekends now that we are coming up to such a crucial stage?

I think many of us here share Poidster's anger. It is perplexing why there has not been one single attempt for ages to put SHs minds at rest re the demise of the SP. It is not rocket science and many companies would have issued a short statement by now without it infringing anything of a confidential nature. Long silences like these in my bitter experiece does not bode well so I am not expecting a euphoric statement end of month. Not sure rattling their cage will make one iota of difference before then. Will give it until April to decide what to do but currently thinking of selling a chunk of my considerable holding to increase stake in SNG who await imminent result of P3 trial. What a difference in the approach from their CEO who goes out of his way to keep SHs informed! DA is a big disappointment and one wonders what game he is playing..

This about sums it up! Jacob Rees-Mogg has claimed Scottish Tory leader Douglas Ross is a “lightweight figure” in the political party. The Conservative MP, who also serves as leader of the House of Commons, made the comments after Ross said the Prime Minister’s position was “untenable” after he admitted attending a lockdown party at Downing Street. Will do wonders for our relations with Scotland! You could not make it up!

PathFlow® COVID-19 Rapid Antigen is a self-test LFT to detect SARS-CoV-2
antigens using oral fluid samples and provides results in approximately 15 minutes.
This test demonstrated a sensitivity of 90.1% and specificity of 99.3% from 303
clinical samples. The test offers mass screening for home, travel, events, and
workplace markets. Novacyt expects to make this LFT available as a CE Marked
product shortly. (Ahem!)

Would it be an exaggeration to say that Nova's Saliva LFT Home Test still awaiting clearance after many months is superior to anything currently on the market and exempt from 'problems' concerning LFT's in curculation?

Retired1821. If your nephew thinks he's invisible, I respectfully suggest he sees a shrink.

This thread is all gobbledygook.

At school, I suspect he was often up in front of the beak.

Mind the gap! :) Buys pouring into SNG after that tweet. It does not take much to change sentiment does it! NOTE NCYT! Like you K, I will give it to April but the way things are shaping unless Nova come up with something pisitive end Jan, I may not last that long. DA has MUCH to prove. I will be most disappointed if there has been no progress in an acquisition as no amount of cash in the bank appears to make any difference. Personally hoping for a TO.

Like a few others on the bb, I hold Synairgen (SNG) who have also taken a hammering over the last 2 days. However, to put PI's minds at rest they issued the following Tweet (remember those?) https://twitter.com/Synairgenplc/status/1478699824459485184?t=OE04qxOWEVEMRG_gSxhKvw&s=19 I am sure Nova could have issued something along similar lines as we have more to shout about than SNG who are excitedly awaiting P3 final results due this month. Result -- their SP is climbing. I ask you, what exactly is our PR team doing1

The sooner RM announces P3 results the better to try and stop this SP collapse again. Problem is many think current variant is so mild due to
non stop media coverage forgetting issues in rest of world. Think this battering will continue until hopefully good results may stableise price.

Even Nova Tweets appear to have died a death now. Rumour has is that DA is in pole position for lead role in next version of 'The Invisible Man'.

Gives good coverage on albeit LFTs titled 'Delays in approval mean UK lateral flow kits don't pass the red - tape test'. Much gnashing of teeth why certain UK companies whose products are used in the EU fail to meet with Porton Down's approval. - also awaiting CDTA approval etc. - Omega, Global Aspect, Avacta etc -priorities given to Chinese concerns with non too happy quotes from CEO's. Nothing I guess we do not already know and no mention of Nova but there is clealry considerable depth of feeling and let down by these concerns. Let's hope this abysmal govt. is listening!

... surely it can only get better in 2022? In theory lots to look forward to but I really want to know where Nova are on the M & A front. There was much expectation 6 months or so ago but diddly squat since then. This more than any DHSC eventual settlement, in my view is more important and the way forward. Will end of Jan results enlighten us - revenues are likely to be extremely healthy but without an upbeat message from DA, it could be more of the same and I thnk many of us will call it a day. DA has much to prove and so far has been rather a disappointment to put it mildly. Health and happiness to all on this forum.