Member Info for P3T3R

"However, I would now add, we still have not had any revision down as regards hitting the numbers (something that should be mandatory and expected were market forecasts to change)..."

Not true.

The last summary update from Walbrook revised the numbers downwards ...

https://www.walbrookpr.com/docs/librariesprovider48/default-document-library/investors/ygen-company-summary-(january-2021).pdf

Part of our distribution network ...

https://www.yourgene-health.com/contact-us/our-global-footprint

Seems to getting a bit echoey again ... LOL

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I get the impression that Viapath is yet another case of knowing how the system works and how to play it. .
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Yet another mess with Serco’s fingerprints on it

hTTps://keepournhspublic.com/yet-another-mess-with-sercos-fingerprints-on-it/

Don't forget £275 is the price the providers charge, and they have to cover their costs etc. From past NIPT numbers against revenues, I use a figure of £95 for my own "what ifs". Could very well be less, but that is the figure I use in my own spreadsheets and is very much guesswork.

12000 per year split between 3 providers, circa 4000 each. We don't know whose tests the other providers use. Our last estimated NIPT run-rate was circa 106000 a year.

Still nice going forwards. Good find.

Sharecast have reduced forecasts => £24.88m but still forecasting +ve eps. Remains significantly up from beginning of year.

FORECAST
Year Ending Revenue
(£m) Pre-tax
(£m) EPS P/E PEG EPS Growth Div Yield
2021-03-31 24.88 1.37 0.33p 45.1 n/a 0% 0.00p 0.0%
2022-03-31 28.72 1.95 0.34p 44.2 23.0 2% 0.00p 0.0%

https://www.sharecast.com/equity/Yourgene_Health

A working "lead"of a section as opposed to an executive board level director. They have loads of working "lead" type directors at the company.

Directors of Clinical Affairs, QA/RA, Genomic Services, HR, Technical ... none of which are board level appointments.

pmsl ...

"Temporary reallocation of resource" might have ended up being a permanent loss of existing customers.

It is easier to "make hay" when you have nothing to lose.

I read somewhere there used to be 3 founder members of Apple, but the third one (Ronald Wayne) sold his 10% for $800 because he had house that he stood to lose in the event that something went wrong ...

Previous Half Year Reports/Results
02/12/2019, 03/12/2018, 29/12/2017, 21/12/2016

"Best get on Greatland Gold Monday morning lol, 03/01/2020 1.83p.......3/12/2020 31.75p......1,810% rise without selling a bean"
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Hindsight investing at it's best. Don't understand why you limited yourself to Greatland though.

Why not go the whole hog and jump on Novacyt up 5400%.

It might not actually be too late. The ship might just be pulling out of the harbour. Jump in and start swimming ... who knows ... this time next week you might be billionaire.

All in jest.

"Those who bought in the 20s and are still holding must be kicking themselves at such returns."
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Can't speak for anybody else, everybody has their own expectations.

Based on my own expectations, if I get 66p thats over 47% a year compound which WELL ABOVE my average since 2007.

Based on 25p I make it roughly 27% a year compound which isn't too bad ... Providing we make break even of course.

"Anyway onwards we go 50p by Christmas 202?????"

Just for fun ... Xmas 2023.

Here is an extract from my buy notes at the time. All going to plan, and possibly 3x the formal forecasts at the time. Not sure what more people expect actually. I am more than happy and going nowhere soon. My average is 14p.

From Sharecast
Year Ending Re(£m) Pre-tax(£m) EPS
2020-03-31 16.99 -0.65 -0.09p
2021-03-31 20.90 0.78 0.10p
2022-03-31 24.73 2.31 0.30p

MY_FORECAST 07/02/2020 (Rose Tinted Possibilities)
2020 2021 2022 2023
£17m £25m £38m £57m
-0.1p 0.3p 0.95p 1.9p
35x 10.5p 33p 66p

All tongue in cheek ... I apologize .

Isn't the concepta postal test just a swab which you have to return to the lab. The PrimeStore® MTM sample collection device used to return the sample is specifically designed to inactivate the pathogens.

hTTps://www.ekfdiagnostics.com/PrimeStore-MTM.html

"Yes assume the next milestone will now be April. In the Spring I was told;

1. Wait for this RNS, that came and went then it was
2. Wait for the next RNS and so on. The Summer arrived it was “quote” little happens in Summer,
3. Wait until September/October, those months come and passed then it’s
4. Wait until Christmas/end of the year pmsfl.
5. Then we had 50p by Christmas 79p £1.00 and a free Turkey ... from Rees quotes."

I can't help thinking that you have been investing based upon BB chatter, because I just cannot believe that the listed items came from Rees quotes. Anything posted on BB's without supporting links is just chatter and hearsay.

Your investment decisions are the only thing that you have total control over.

One thing lack of marketing has done is it's allowed accumulation of shares at very competitive price ...

"Can you give me one possible reason why, after two years of continuous positive news the share price moves nowhere?."
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I was randomly browsing my copy of "Essays" last night and this paragraph seems particularly applicable to our situation here.

"The most common cause of low prices is pessimism - sometimes pervasive - sometimes specific to a company or industry. We WANT to do business in such an environment, not because we like pessimism but because we like the prices it produces. It's optimism that is the enemy of the rational buyer."

- The Essays of Warren Buffet: Lessons for Corporate America

You didn't really have to delve.

Delving (dig; excavate) implies they were trying to hide something, whereas company accreditations is out there in plain sight on the company quality page.

Should not really need saying that if it is not listed they do not have it.

hTTps://www.yourgene-health.com/about/quality