Member Info for notaflipper

@LR, As one of the PIs who are "a constant buzzing in the ear" could I say in my defence that likewise to me even some of investment research notes are flummoxed on how to appraise the investment opportunity here after many months. As a LTH of over 6 years I would like to apologise for being a source of constant frustration to you. I had hoped however with the Directors own enthusiasm to engorge themselves with Options in such a narrow period we both had a common interest in sp appreciation. Especially given that the strategy for acquisitive growth, which has not incidentally put off most new PIs, is highly dilutive to LTHs. So I kind of hoped that there was some interest to note the small if annoying contribution we had made over a considerable period of time. Apologies once again.

I took a position here earlier in the week on the basis of some informative and helpful research carried out by @surprised. My main concern, and worry over adding, is the very low volume where the daily trades are invariably in single digits. Although I note the suggestions of a lack of free float when news comes. Is there any ideas on when the news flow and correspondingly volume should pick up, as the articles do not seem to have generated much interest.

@Florida, I am minded that the research notes that I have reviewed there have been caveats to state that price targets discount for upside from the Covid-19 services and some of the additional newer services where it has been difficult to make an evaluation as no forecasts have been given. Hopefully when we do receive some detailed figures at least these caveats will be removed. That said I am not expecting much difference from the Trading Update than the Half Year results, except for the commentary and forward looking statement, hence not in full agreement with your own forecasts but each to their own.

Apologies I had expected some detailed news by now. Looks realistically next week though I do hope it is not the end of the week. I guess the comparison to NCYT is apt, given that it has reached £10 whereas we are still awaiting after 6 months for a detailed update, which should allow a proper broker rating without caveats for omission. Frustrations aside this should hopefully recover back to its trend line.

She's spiking in the back

It all comes back to whether any of the fundamentals have changed. If in a week which has seen the UK bring in higher restrictions with either a series of circuit breaker lockdowns or a national Tier 3 lockdown a high likelihood the sp rally is surprising in the absence of no news. I note the 11 US cinema openings however to be fair this is a drop in the ocean and more to create a good news story for the sector in NY than the start of any meaningful openings.
My personal take is that this week has been quite a good week for some shorters who will have added to their short positions. However we will have to see once short tracker gets updated tomorrow.

It is more of a reflection of volume in a short amount of time. It can be good or bad as it often accompanies a spike or a panic sell. Depends if you get in or out on the spike. With the FTSE down over the week and a worsening lockdown situation but CINE up 25% on the week with no news you have to give today's sp increase credit as completely unexpected. It should be noted that shorts have been added to since the drop earlier in the month by new hedge funds. So key would be to see if any shorts have been closed over the last week once the shorttracker is updated.

Much of the posts and posters here remind me of the Thomas Cook board where there was a rally and spike before the ultimate end. With the 2nd highest shorted stock, no news, the key thing for holders (long/short) would be whether any of the fundamentals have changed. Depending on their view today provides a good opportunity to add to an existing short or to take a contrary long position.

Sorry to hear that. Some incredibly ramping comments here. At least the medicine has now been given. Think the BoD will want to await for the new CEO to announce further transformation news. This way they create a fresh start and give a good headwind to the appointee. The non-Exec appointment should also help to drive sales so will be interesting RNS as well.

Being walked down to placing price. Not a holder (long or short) but will keep on watchlist. Once CEO gets announced other news should follow

Someone is being let out.

It means there's a background trade going on between seller and a buyer. So the MMs have pegged the price till this is executed. It will then move sharply following in one direction or the other depending on your view. The £1m trade could be part of this or otherwise a short closing. I think the former but if you following the FCA daily disclosed short positions or short tracker you will find out.

Although it does seem more of an RNS one issues for the sake of issuing any sort of comms to Investors there are some points to note. The interesting thing here is that Cotyx have a US sales person. The RNS concerns an initial Beta testing study ahead of a product launch. So there obviously would be no numbers till a formal product launch next year. As European Partner it is interesting for YGEN holders to note that there are an estimated 1.6milion new cases of dementia each year, of which 800,000 are Alzheimer’s disease. The genoSCORE-LAB is targeted to be an early test for new AD patients, but also to provide additional insight into existing patients.

With the placing of 23,214,285 new Ordinary Shares at 2.8 pence per share it looks like this has been forward sold and may have more to drift towards the placing price. Will stand on the side lines for now and keep on watch list.

It will be interesting to see what happens once this gets to 30p

Great day so far. This should have a lot of legs for the rest of the week. The sp got to 74p on the hope of a refinance. With the offer now out and on these terms it looks like a done deal. We should easily get to past highs in the next week I imagine. My main hope is that the divi gets re-instated as that will bring in institutions and will then return the sp to the 100p mark.

I had supplied this link 3 days ago.
https://www.camclinlabs.co.uk/covid19-testing

This is Cambridge Clinical Laboratories (CCL) where the CEO (Dr Anthony Cook) is the CEO of Recova-19. I had mentioned him a few days ago. Tony Cooke appeared on ITV5 a few days ago. My understanding is that CCL has 3 Department of Health and Social Care contracts.

Source:-> https://www.linkedin.com/posts/cambridge-clinical-laboratories_its-been-a-busy-few-months-at-ccl-and-going-activity-6706880500830613507-APgB

Tony Cooke is a Director of Recova-19 which is sharing the platform with YourGene in the webinar this week. It would seem very strange if Cambridge Clinical Laboratories (CCL) is not then using the Clarigene test in part.

The mentioning that the Ask had not been reduced is I was also wanting to top up. However with a limit of £5 per penny movement, a large spread and an Ask higher than the sp it was a bit too hard

Apologies for typo as commuting. Bid been reduced, the Ask has remained firm at circa 22p.

Although I share much of the frustrations of the the comms here I do feel that this BB is getting a bit too worked up and sounding worse than an AA support group now. It has to be said that the filter list has been added to this week

Fact is that the trading update is due imminently. I expect this week. The Align Research note suggests a DCF valuation suggests a 54% upside and a target price of 26.63p per share. However, this target valuation ignores the company’s focus on expansion with the acquisition of Coastal Genomics and has also discounted for additional sales through the IONA Nx and and DYPD. So there is more of a risk for upside than downside and that an updated broker note should be expected. As tedious as it is to hear of PIs attempts to swing trade for smaller margin, we should bear in mind that these invariably are the practices of small holders and their opinions are a dime a dozen on these BBs.

It seems somewhat incredible that PIs (especially LTHs) who've held on for 6 months are now faltering in the final days. What I do find interesting is that among spread betting firms despite the Ask being reduced in the last few weeks with the SP weakening, the Bid has remained firm at circa 22p. So despite any potential pull back following the TU the general direction of the sp has to be upward. Although one can expect commonly 20% reduction in child births during a recession, with a diversified portfolio covering oncology, NIPT and COVID, this stock is a defensive stock. The main reason for LTHs then to sell if if after 6 years they have become stale, especially with the IR, or they consider better short term opportunities in the current market. Here again it can be observed that one never hears of anyone on LSE loosing money and views on whether a vaccine is imminent or a further market downside is inevitable seem to be interchangeable on an hourly basis.

I do feel that this TU will throw up some surprises despite the limitations that a PCR lamp test has. I had mentioned the Recova connection to the East Kent Hospitals University NHS Foundation Trust a few days ago. This trust performs Covid tests at the Kent and Canterbury Hospital, William Harvey Hospital Ashford, Royal Victoria Hospital Folkestone, Queen Elizabeth the Quuen Mother Margate and Buckland Hospital Dover and Tunbridge Wells Hospital. It would be interesting to learn from the Company if via Recova the Clarigene test is being performed in these hospitals.

All the best in the coming days.

Key thing is the removal of uncertainty that this refinance brings. The Group reported pre and post profitability in Q3 and an annualised impairment of 48%. The sp however has fallen 2/3rds though since pre-Covid levels despite the bond price recovering to 90%. Next news hopefully should be the reinstatement of the divi to sweeten the pill.

Exactly. The main news story here is that the bond will get refinanced on the generous terms given and the 5th November should just now be a formality. The business is profitable and can take the higher rate of interest.