Member Info for Natdan

“ Not a fan of those who give reliable info and then disappear!”
Indeed, like the “next” market crash, now some 12-18 months late, the invasion of Taiwan, the joys of impeccable market timing of buy, buy, buy from 16p all the heavy way down to sub 4p..etc.
Now there’s a reliable Buffett if ever one was needed. Regrettably, you never disappear.

Unfortunately and regardless of negative talk, someone at least is still voting with their negative sells!

What a wonderful cathartic experience today for the average-down-value-cumulative-loser-in-chief. Ask around to see if there’s anyone worse off than himself.
Look more closely and you will see all the signs of man-on-couch, talking to the people in white coats: delusional, anonymous, friendless, inflated view of own self-worth,but especially tedious and repetitive, a true veteran of the twitterati key-board warrior class.
Now then Buffett, would you like to share your explanation for your (cough nervously) departure from Ladyboyland?

Another timely purchase Twixalot …on the perilous trip to averaging down, down, down.

I wonder if our nodding-dog FD considers sub-£60 of visible trades today justifies maintaining a stock market listing, and for how long before the expense can no longer be justified? Surely this cannot be the same dynamic numbers man who once envisaged a Nasdaq listing as an achievable possibility and target? Yes, am afraid he is.

And off he bores again. Come on “folk” sit up and take note of the great orator. If only we had all bought at 16p and repeated all the way down to sub-4p.

All very conspiratorial Stas, a line you have been pedalling for some considerable period but without ever taking matters further than what is circumstantial at best. Maybe you’re right, maybe not. So are you going to progress your suspicions?

Omertà!

I must admit, I’ve never known or invested in a share like this.
One that has deflated so slowly and in such a prolonged manner that in hindsight I would have preferred a single almighty profit-warning which at least could have provided the financial evidence and hence at least a partial explanation to all shareholders.
But what have we been offered instead from the Co. and the BOD in particular? Nothing but a continued silence, disrespectful and dismissive of all shareholders alike.
Make no mistake, Friday’s significant and sudden lurch downwards would not be based on the usual unconvincing explanation and well-worn cliche of “market sentiment”.
The Co. can no longer remain silent and must immediately and publicly provide its own explanation to the open market. On Monday.
Perhaps one of the most disappointing aspects of this prolonged deflation of the SP is the almost complete lack of visible intervention from either current Institutional Investors (who should wear their activism on their sleeve), or from individual employees within the group who would be prepared to anonymously update readers of boards such as this.
What is going on BOD, are you really so spineless collectively? Time for one or more of you to break your Onertà.

“ it's not gone well to date!” -twix one assumes this applies to your repeated buy strategy all the way down from 16p? Nothing for you to gloat about here oh learned one.

“ How does that work for the ii's?”
Davand, even IIs have their price. The longer-term IIs here as far as we know have hardly demonstrated shareholder activism on any meaningful scale. As long as any exit price was not pitched too low, even IIs sometimes decide it is more expedient to crystallise losses.
I doubt the current static sub 5p SP is likely to endure much longer and something/somewhere/someone will give.

Stas20, fraud suggestion is a non-starter in my humble. After all,LR has provided the ultimate disclaimer when he has stated on more than one occasion that he has no influence on the SP. In addition he allegedly once stated informally that he believed a 12p price seemed a good investment. Likewise his purchase of a million of the rascals at around 7p -now showing a decent paper loss (à la twix but not as severe) -is evidence of buying in the open market, not manipulation in any way.
That’s why I wouldn’t wholly discount a MBO at a knockdown price- after all LR and his bloated BOD would no longer be answerable to the pesky PIs who are sporting substantial losses. The BOD would then be free to package the company up and sell it on in a year or two to a bigger player at a much enhanced price, when the earnings would hopefully be greatly improved.

I would expect from a short term view a takeover would appear to be the panacea for this basket-case of a SP. That is assuming of course that the acquirer would be prepared to pay a generous exit price. Not a given, especially where an economic recession is looming. Opportunism cannot be totally dismissed.
For me, the more worrying possibility is a cynical low-ball offer from our beloved BOD. If they see intrinsic value better than we can guess as outsiders, why wouldn’t they come in with a cheeky, cheap offer? They could certainly raise the capital. The near radio-silence over the many previous months could be an indication of a BOD not wishing to bring attention to company positives. And how can our nodding-dog FD watch the pitiful daily trade volumes and justify this Co. remaining a plc?
Better to stay quoted and see in the next 6-12 months whether Ygen finally gains meaningful traction in the US. If this proves to be the case, then a recovering SP could lead to a higher T/O price further down the line. That would be my preferred denouement.

He’s barking!
He’s displaying the same character traits -paranoia, impeccable self-esteem with his investment judgment (or lack of in this case) etc- which were manifest just prior to his being humiliated, disgraced and being chased off the other site some few years ago.
Our very own Walter Mitty believes that his many purchases here from his base price of 16p, all the way down to the present day, is inspirational and should be pursued as an infallible investment strategy. Cumulative losses are incidental in his world. The falling knives scenario so eloquently put by Frankie does not even enter the equation.
Just stop boring everyone ad infinitum and this board can regain its previously informative discussion element.

Finally, I would wish to take advantage of your special offer earlier, namely
“ fyi
when I'm asked a question I answer it.”
Ok, as an expat why did you leave Ladyboyland to return to Blighty? Supplementary: why did you expat there in the first place?

“ I don't need any more trading opps although I would appreciate getting out of this“
-finally the twix has attended confessional. Putting on a brave face with his trusty pal “averaging-down” is unlikely to bring redemption. Now he prays for his saviour, buy-out!

Davand a rhetorical question one assumes!
The component parts that make up the present BOD do not align with the Company as it exists.
Firstly, it’s bloated numerical size is disproportionate to both the mkt cap and the employee numbers they are meant to ‘direct’ over. This might also have impacted in failing to benefit from ‘first-user advantage’ opportunities, most clearly manifested in the glacial company response to covid opportunities.
The BOD is skewed heavily to scientists. These are rarely of a business acumen, most notably witnessed when our cherished Dr Little ran the show leading to the near-suicidal march into expensive litigation. He is still present, presumably enjoying the sinecure he is endowed with.
As for our man in Taiwan, he may own plenty of shares, but anyone who has a clue as to his company contribution, answers on a postcard. The last time I looked he was responsible for PowerPoint presentations in Asia.
Our recently departed chairman AR perhaps most embodied the company ethos. A snappy dresser and old-fashioned City spiv caricature he may have been with a penchant for spraying out share options, but I struggle to find evidence of strong leadership and direction over the years.
Should the company one day cease to exist independently, then my guess would be the entire BOD would be removed. Any scientists worth their weight would then simply be retained on a common or garden salary rather than the cosy directorships they continue to enjoy.

As another 500k sell further underlines the present sentiment with this soggy share.

For those who doubt LR was too late to the Covid party and thus missed a massive open goal opportunity for Ygen , take a look at the latest results of the one-time Covid darling, Optigene.

In august 2020 the company was handed a contract valued at £323m as part of Boris’s ‘Operation Moonshot’ flop. Despite the test’s poor reliability (less than 50% of positive cases were identified), income of £120m resulted in a pre-tax profit of £51.6 million, with an obscene margin of 43%.
What never seems to be explained is how the power-people supposedly ‘driving’ Ygen forward failed to spot or capitalise on this unique business opportunity, especially with Ygen’s superior tech.

This scenario may provide the most appropriate explanation as to why the company’s SP performance has been a soggy-bottom since early covid days. Mr Market is still awaiting visual evidence that LR and his gang are capable of delivering. 4,000 shares traded today as I write speaks volumes.

I do like to place share trades in context. By way of example let’s take a random poster, maybe refer to him as twix. He likes to impress by proudly underlining each and every trade made- real or imagined- he labours under the mistaken conviction that he alone has the ability to move markets, that he will buy and buy until Mr Market takes note and obeys.
But then along comes a random trade of 6.7 million. Twix is sadly reduced to the trading equivalent of the small boy throwing pebbles into the rock pool. Mr Market moves on without seeing the slightest ripple.

Bore. We do not want or need to know, lonely keyboard tapper.