Member Info for Natdan

Right on cue, a RNS.
Not exactly what we eagerly await, but approx £800k into the Co. coffers. Am sure it will be put yo good use.

With all the recent feverish hoo-ha surrounding Ygen and the extent of its Corona testing links, it is perhaps worth mentioning that tomorrow it is a mere one Calender month since the Co. provided its decent trading update.
During which time the SP has made progress from 18p to a respectable er....18p.
Although a month in the life of a stock-holder is usually a very short time-span in the great scheme of things and although my glass continues to remain half-full, I can't help but acknowledge that the nerves are becoming a tad frayed at the edges.
Although I retain much more hair than LR, I fear that I may end up Yul Brynner-like if this deafening silence continues much longer.
That said, I keep the faith.
I just hope those pesky Europeans are not playing awkward with the signing off of the CE mark.

Glancing at your previous rare postings here, ignore.

Florida. Sounds like a combo of magic mushroom while listening to Lynyrd Skynyrd...withLR on lead guitar.
No harm in reaching for the sky.

Can't help but notice one or two tetchy investors around at the moment, exacerbated one assumes by the absence of an expected RNS.
I endorse Bakky's reading that an announcement is only required when something material is worth saying.
In the meantime, much disappointment seems to have emerged because YGEN doesn't appear to have ridden in on the Ncyt wave of euphoria. In retrospect, it was never really going to be the case, although any production it is undertaking in the joint venture should, if nothing else, provide at the very least a cushion to any shortfalls in trading in its core product.
Given LR's track record here since his arrival, I fully expect him to pen a RNS when he has something decent to say. And he will.

For those who are not aware of the history of Twix, please refer to the other site,,esp. the thread recently closed: the claims made re purchase/ sale / holding are never ever verified, but are all over the place and frequently inconsistent and not credible. DYOR of course, but be aware of the oracle.

Understatement of the day came from Jennie Harris at the daily briefing when she blamed the continued disappointing testing volumes upon some minor technical hitch in the labs over the weekend. This, together with stories emerging of posted testing kits being dispatched minus key components, suggests there may be significant Quality Control issues developing.
It could be that in the haste to grab early market share, reliability might be compromised.
Without knowing the specifics of who is assembling the kits and who is failing in the lab testing, it does seem to me that there is an element of acting in haste and repenting at leisure creeping into the equation.
Can Novacyt for example, really manufacture multi-million technically complex widgets per month?
Without a hint of bias, I would hand the quality management and max. production over to Ygen and LR forthwith.

Thanks milender, interesting viewpoint but it seems the same criticism can be applied to most if not all public services- council, police, social services etc. But the NHS has for many years had fully protected status, even more so once this present crisis is under control. A bottomless pit.
If you have completed over 30 years as a sales-person within the NHS, unscathed, then you have become part of the system you so readily and with justification criticise.
I expect you benefit from a decent pension pot, generous leave, decent working environment etc which benefits many in the private sector do not seem to enjoy.
Nice Rant, but not sure where this fits in on this site.
Any prognosis on YGEN's future sales prospects would be welcome. Perhaps it's not too late to change career and offer your sales experience to selling our product. The US has a potential opening I hear...

CooperD, I hope you are not hinting that you need to get Ferrari back to work so that you can put an order in once this SP meets your expectations? !

gell, you a bit late to the party, I've been here from the start. Bit of a difference.

The one thing made clear today about the content of the next RNS is that none of us basically has a clue. If the update relates to the NCYT tie-up or any NHS link, then we may get at best an indication of current numbers of tests. LR will likely exclude any revenue indications for reasons of commercial sensitivity: the testing market is becoming increasingly crowded and by association more competitive.. I personally am happy that LR keeps his cards close to his chest.

There appears to be a degree of frustration here that the Ygen SP hasn't yet followed the Ncyt trajectory. The focus I am sure wil remain upon the core business, so a CE approval RNS, or new-product launches, or even a beneficial bolt-on acquisition are all to look forward to in hopefully the near-future.
Steady as she goes .

Florida - having lived through the trauma of a decimated SP whilst Illumina attempted the strangulation of YGEN by litigation, the LR achievement of settling the case was a true master-stroke.
I agree the CE mark sought and expected should be a game-changer for the company, but the application has been so well-telegraphed that if and when approved the market may well have already factored this in.
Happy to be proven wrong, but perhaps explosive SP rises will truly come when actual inroads are made in these new markets with the new platform.

Can't help but think that the CE mark, long telegraphed, when it does arrive will already be priced in.
It is not a guarantee of world-wide domination, merely the key that unlocks other markets, in particular the lucrative US. Which may explain LR's clear impatience to get on with making decent inroads.
The CE badge should turbo-boost earnings in the future, not present-day.
I would hope that any Covid-news eagerly awaited will provide a meaningful contribution to present earnings and more than compensate for any short-term delays in our core-business sales.

CooperD - not sure where you've suddenly appeared from ,but I would like to nominate you as cheer-leader in chief for this Plc!. Some really good, well argued points made; forgive me if some of us long termers treat any discussion with a degree of nervousness. At least the indicators seem to be firmly heading in the right direction, underpinned by a strong base.
Ps mind you don't turn into a ramper per se.

Aurorasencore- TERN Acts as a mini- investment trust which takes strategic stakes in high-tech fledgling companies.
What sparked interest yesterday pm was Microsoft salivating (not for the first time) over a company it has a significant holding in (DA), and NHS interest in data protection via a company it holds 100% of, Wyld.
Have a look at the forum on Advfn for much greater insight and discussion.
Apologies to posters here.

For those on here who like to back the latest take on Covid, TERN has an interesting angle in respect of track/tracing apps and the huge security implications of data. Appears to be in discussion with NHS.
Not intended as a ramp, am happy to be with Ygen.

Well it is fair to say that Ncyt is presently the belle of the ball, not shy in using multiple partners to its own benefit (ooh the tart!)
Until we get further guidance, however, there is I suppose a remote possibility that Ygen could, short-term, end up as the ugly bird stood up at the party.
Personally I have faith in LR's business acumen and tenacity, and look forward to positive outcomes as a holder.

I note today it was announced that three NHS major testing labs ,referred to by the Han**** person as "lighthouse labs" ,are now up and running. One of them -Alderley Park, Cheshire - is in close proximity (approx 10 miles) to YGEN's centre of operations.
Could this be the NHS link which the latest RNS referred to and most recently alluded to by LR ?
I think we should be told!

One can't help but admire the ambition, drive and organisational professionalism of LR, steering what is still a small fish in a large global pond.
I did sense a touch of frustration in the interview (shoulders slumped forwards), perhaps borne of a slightly delayed entry into the US market, as well as the realisation that an agile, innovative company -trying to knock reason into a still archaic dinosaur bureaucracy that is the NHS- does not always yield immediate results.
Looking slightly further ahead, I wonder if and when YGEN eventually gains traction in the US, the Co would consider a dual-listing on the Nasdaq. Perhaps not as far-fetched a prospect, as one of AR's otter companies from his stable (OPTI) was contemplating the possibility as recently as January.
If nothing else, it could certainly assist in reaching the 500mill mkt cap LR has as an objective.

Hot off the press! The discount retailer Poundland is reporting a surge in sales of its self-testing pregnancy kit since lockdown.
Now although I realise such customers are generally not likely to take advantage of YGEN's core product, it perhaps provides first proof, already mentioned by some posters here, that if replicated in the wider population beyond, there could wel be a spike in sales ahead.
The things people do to get our SP to rise...