Member Info for NalaKapala1

Read between the lines - it will help you figure. Its not negative but not particularly earth shattering. Sorry don :-)

I would expect that the govt which has constantly been warned that their total concentration on Covid is leading to a cancer (as well as other health issues) crisis will have to roll their sleeves up to tackle this growing problem. It would be hoped that the growth rate in HD that was being reported pre Covid could be accelerated in the near future as they claimed that they had prepared for a substantial scale up of activity.

Don - you seem to be more interested in me than SBI sp. Im interested in trying to understand a co. not simply ****ging it off. although Im not against doing so if I feel its merited. If you want to spend your hard earned without weighing up as much as possible then its an act of blind faith imo - maybe Ladbrokes or Bet Fred would be a better option. I have a small interest in SBI but wont be increasing anytime soon or at least until I can see something interesting beyond Covid tests. Ive said it before that I am very wary of American evangelical type CEO's - personally prefer an honest sounding dullard. Not saying they are necessarily any better I just trust em more. Davand below makes a very good point. In my experience when a co. does this sort of thing its simply to try and boost a flagging sp and a cover for less than expected performance. It would be good if you could provide Davand with an explanation whilst boosting my (and obviously a lot of others) flagging confidence. I wont be holding my breath however

The worry now for me is that investors are discounting Covid testing future income. Obviously there is cash and 'some' (difficult to quantify ) future covid testing earnings but strip that out completely and this is still massively overpriced imo so could yet be a way to fall or it could be getting close to a true value - but its got to be more about how its developing its core business. Without positives on that it will continue to drift imo. No way is testing going to move it back anywhere near the 230 mark. Any contarary opinions?

The price is clear. It wasnt the point of my comment. I am sorry if it wasnt quite as 'astute' as your next to last comment. How does your last comment help? The chat lines are supposed to be for those interested in chat about the stock - either agree/disagree - its all for the mix. What doesnt really add anything is sarcasm or abuse - that usually is the domain of the keyboard warriors on facebook.

Another drop in the bid. Unless there is something to come it cant be on the trading so it looks like the mm's dont want any more of the 23.3% available stock - even though its about 30% off its IPO high

What is interesting is that a very few very small buys and the book changed so there is possibly a coiled spring due to only about 20% of the stock in play as one poster suggested some time ago

Don - if you are only interested in optimism why bother with a chat board? Just buy as many shares as you can afford.
I am happy to read most comments from wildly optimistic to wildly pessimistic. The reality (which is what Im trying to decide) is usually somewhere between the two. If it helps - £5 by Christmas so fill yer boots

Phoenix.
Results were posted on 13th
Killik have been selling and maybe still are (it looks like someone has possibly been selling) but no evidence yet that its killik is there?

Looks like not many people read it. No change in sentiment. If the board can be believed no one bought Friday and although there werent many and mainly small I see the last one went through at 170 so probably another drop Monday am. This is the worry - the constant drip down to a point where its re rated

Bagpuss
Totally agree with your point. Detail and impressions very much matter. Its easy to get taken in by American corporate presentation speak - much of it well rehearsed flannel and easily spearing suckers. It could very well be a harmless slip of the tongue. - but it obviously hasnt gone unnoticed. Management is generally the most important part of the company. They control the ship and we saw what happens the management slip up the other week in the Suez Canal. But its only words. Like I said this am its what they do this next year that in my opinion will pretty much decide where this company is going. I can wait

Just been listening to a senior oncologist at a London hospital lamenting the lack of diagnostic services in the NHS. This is where I will be looking to SBI to see how they move to take advantage and to develop the diversity of the business rather than focus on testing (thats not to decry the value to the co. of testing) . It would im humble opinion be a very good target area for an acquisition target. Its quite an exciting opportunity and if I see them making moves along those lines I would be motivated to make a fairly substantial commitment. Until then I am mainly an observer. Thats my take for what its worth. Always like listening to that of others.

People are looking beyond covid imo. Its good that they will be benefitting for longer than originally expected but revenue from all other areas of its business has been put on the back burner and is down on the previous year which normally would be a big no no. What i think investors are wanting to see is how the business as a whole is progressing and at the moment its difficult to tell. Thats why this am I said that Healthcare diagnostics was to me an interesting element of the report as it shows positivity about business other than covid testing. Maybe people who have been here longer than me (which I assume is most) know more about the management quality. American style corporate presentations stopped impressing me years ago ( always sound like preachers trying to convert me to the Church of Whatever) . Like I say what they do with the cash and fulfill their promises re aquisitions will be key. The covid profits were pretty much a given. The path over the next year will be interesting. Just my take.

Nice. Apart from the obvious I like the section on on HealthCare Diagnostics - diverse, demand building and they are preparing for it - I like that.
As Ive said before it will be nice to see what they do with the cash. Nice problem to have

don - no problem and not skinny or sri lankan - though not sure what that would have to do with owt any more so than if you were a fat jock. If it helps though I dont have a pair of rosy glasses either - chucked em many years ago - too expensive. Ive been at this for over 30 years and found out many years ago that a healthy dose of scepticism kept my investments healthy. There has never been a shortage of optimists - usually just after a bullish opinion from some self interested journo especially in IC or MF- with the battle cry of 'fill yer boots' from some guy who piled in the same day
Read one on Friday morning ' the mm's cant hold this back forever - here we go'. He was proved correct at around 12.30 - only it was the wrong direction - it was NCYT he was enthusing about. There was no shortage of that sort of thing on here about 230. Thing is though as they say -DYOR- and if you are correct and confident there's no need to worry about me or anyone else who has reservations (to which by the way we are entitled). So if you are confident then crack on lad and fill yer boots. GL

Has it

There are one or two others! See what Monday brings

Strange question. Inflation will have the effect it has on most things - eventually. Are you expecting a surge in inflation in the short term? A contract is a contract for now.

'wants to use covid revenues to 'LOOK AT BOLT ON ACQUISITIONS IN THE FUTURE'
As of now covid revenues are guesswork for we pi's (and testing probably wont be of great significance for too many years hence) The second part is a leap of faith - INTO THE FUTURE.. Absolutely nothing concrete to build a house on there. It's really not hard to see why for 'newbies' as one smarty pants (probably a 'newbie) disingenuinely referred to me for are on a costly learning curve. There is little to value this at much above its IPO at present imo. Jay is an American corporate evangelical type. Carries eager people along. Lets see what he delivers. Results first. Then market reaction. After that again imo testing is pretty much history. Lets see what 'BOLT ON ACQUISITIONS ' look like. Dont start the deramping stuff. I hold and its my opinion

Whether its buy or sell its not whats allowing the dripping down of the sp. Ive said it for quite a few weeks that with.out testing the price can be seen as expensive. The role of testing is limited. Ok we have cash but what else have we got? I still hold what I couldnt sell but Im yet to be convinced long term . Hopefully someone can explain - beyond 2022