Member Info for Natdan

The coincidences don't end there!
N+1 Singer get elevated to joint broker on the 29/7.
And on the 2/8 (5 trading days later), they get the exclusive gig to Bookbuild for this Placing.
How fortuitous was that for them? Hope they offered a fees-mates-rates-discount.

Please feel free to correct me if am howling at the moon-
So some of the II's, in the know ( shurely some mistake,ed) have been consistently selling over the recent past and banking profits whilst depressing the SP down to (coincidence) 17p despite good news announcements, to then reappear as interested buyers at the placing price of 17p?
Rinse and return....?

Hope JAdam isn't doing a Reggie Perrin weighed down by the sinking SP here.
Keep the faith JAdam, it will bounce back, the clouds will clear....

JAdam, "we woz followin' the science" should provide the immediate disclaimer and get-out-of-jail card for the government.
Parliament not back till September and even if they were mandated to debate such a topic, it would at the very earliest probably tally with our very own first quarterly Covid news-bulletin!
I feel your frustration, but Ygen will probably target the more lucrative and higher margin corporate market, and overseas.
Plenty to go round for the foreseeable. Personally, I believe the petition concept is to create the illusion that the government listens to the populace. Realistically, what would they ever admit? -
They can't even accept a grain of culpability re care homes.
Now, wash your hands.

Laudable objective JAdam, but this is the kind of scrutiny this government can delay for a Covid grand-enquiry at some unspecified future date. Headed up of course by an ostensibly independent judge who will secretly give the nod to the government, and which will report many years hence when the impact of the numerous Covid failings will long have been forgotten.
My understanding is that because this is in effect being run as a national emergency, the normal transparency associated with (most) competitive tendering rules is suspended.
The government can in effect buy what it likes from whoever it likes. There is a strong whiff of suspicion that the lobbyists and contributors to the party's coffers may well benefit.
By way of example, much of the call-handling capacity regarding the setting up of the track/trace fiasco was farmed out to Serco.
I expect there will be many 'deals' done on a nod and a wink and a friendly hand-shake. There is no way of knowing though for us mere mortals.

Seems Ozboy/ Twix and his split personality has been caught out with the fully justified rise in the SP this morning.
One of life's perpetual irritants, standby for another macro-economic outlook from the learned predictor.

Just listened to MP ZAHARI on LBC, the new Government launch has all the makings of yet another headline grabbing , under delivering roll-out. Questions re reliability are already being asked by clinicians.
Seems if you want the quality and reliability, Ygen is the way forward, but no doubt costs more.

Seems that the product is unrivalled in terms of accuracy,excellent.
Unfortunate the announcement comes out on the same morning of the headline-grabbing Han**** 90minute test to be rolled out from next week, produced by Oxford Nanopore.
As the Ygen product is to be offered via its salesteam, it will be interesting to see the target market(s), and how soon and to what extent this will gain traction.

CooperD
I see where you're coming from, but to have 100% faith in the captain of the ship doesn't uniformly work out well.
LR can provide a commitment to future quarterly updates ( you can almost feel the stubborn reluctance to provide that undertaking), but the NCYT link up has basically been a 4-month wall of silence.
ALL investors deserve better than this: are we still just a widget-maker for Ncyt's greater ambitions or is there a much bigger benefit to be had for Ygen?

Sad to say that unless the CE arrives in the post later today, another target date has been slightly missed again.
No big deal in the grand scheme of things, but reliability of setting dates again comes into question.
Next week it is then.

Excellent post pacman, you put in perspective the likely reasons why this continues to be stuck at first base. Whether one likes it or not, entering the Covid market has made this the number one talking point for the Co. Until the clarity arrives, the uncertainty continues and we remain the stood-up partner at the Corona ball.

Twix, your market crash/ correction prophesies as irritating as it is regularly incorrect. If you are referring to the Dow, a fall of barely 1% today hardly backs your theory. The Dow down 7% year to date in the face of pandemic trauma, hardly supports the macro-economic *******s you vomit out.
Your agenda with this share has been well rumbled many times, it is the most cynical of any parasite I have encountered.
Maybe try changing your poster-sobriquet, again.

It seems reasonable to conclude that the lukewarm response to today's RNS is two-fold: firstly,the performance figures until the end of March was pretty much telegraphed from a previous announcement and therefore factored in; second, the forward guidance admits the US is closed for now but the Co. is ready to blitz it as soon as it reopens, but once again there is reluctance to inform the market ( and hence investors) of sufficient detail of progress to date specifically with the Covid bonanza. Is cash now flowing in or are we still scrabbling to get a decent foothold?
The likes of Ncyt just loved throwing numbers into the public domain, whether reliable or not.
LR may well have his reasons for keeping his cards close to his chest, but if Mr Market can't see if he holds a good hand, he will continue to restrain the SP.
I suppose for now we must be content with a quarterly newsletter, but I do hope the first bulletin isn't three months from today.

Whilst echoing below sentiments, it seems this is one to tuck away for the medium term.
The reference by AR to the recent appointment of a director based in the US who has " a lot of expertise in mergers and acquisitions" in my view is the clearest indication yet of the end- game for this company. Certainly the quickest way to reach the £500m mkt cap target.

Notaflipper, thanks for the informative update, although I readily confess the minutiae of the science passes me by with an accompanying glazed-eye feel. Probably the case with most posters here if honest.
It seems that much is happening behind the scenes in terms of research, product development etc, adding to the frustration felt by many investors in the Co. craving numbers. I expect such work don't come cheap, so short-term costings will no doubt impact. One expects that the Covid arm will in time decently augment rather than frustrate the core business. Ygen is certainly multi-faceted in terms of product range.
Let's hope that LR and his rugged business acumen manifests itself with tomorrow's update.

Can feel the pre-match nerves building ahead of results on Tuesday. Consensus quietly optimistic one assumes...?

JAdam, here here!

Twix, try as I may I find your input to be incessantly rambling and incomprehensible.
I do worry your composition strongly suggests English may not be your mother tongue. Or you may be ingesting too much of a substance which may not be beneficial for your general well-being.
I aim always to be inspired by your deep investment knowledge. So would I be correct in concluding that I should be looking after my micro while you play with your macro, I should be selling whilst simultaneously building up my holding, downsizing whilst upsizing , dwelling on a company's past from five years ago to the exclusion of its current and future prospects...?
I could go on, but seems you can't separate your Buffett from your elbow.

So, LR has to change market perception and job done? How very incisive, oracle, in depth analysis.

"Our bod want to prove themselves after the litigation debacle."
- a nonsensical statement, you may not have noticed the Co today is markedly different from early days in terms of, inter alia, product range, revenue, global reach, etc.
. Just what does LR and his team have to prove to you personally, oh mighty oracle?