Member Info for PI100

Christ, 630k sell. Someone has lost faith.

DRB83, thanks. I get that but since being here it has gone south quickly, two outliers aside, and nothing has made me thank it’s going up. I guess it is partially because I’m quite new to investing (not new, new but within 5 years new) and so would have expected far more comms around covid and the future strategy. What I can’t grasp is no news here but odd snippets of what looks like RNS material on Twitter, usually uncovered by Larry (is he part of their SM team? If not, fair play to him for persistence). A lot of the stuff would be shouted off the rooftops by other covid firms. How much work is there to release an RNS? Genuine question as I don’t know the answer.

Fair enough, good honest debate is a positive. I hope you’re correct!
Have a great xmas

Never too early for cheese and wine in that place.

But seriously, he is hamstrung now as the data will mean he has zero chance of getting any restrictions through even if the modellers tell him to, his position would be untenable. So yes, we’re not getting restrictions either way. Maybe that’s good for covid firms so perhaps we will sell a few more!

Kaeren - yes I hear that, you make a good point. I think the problem I have is the modellers coming out with “between 200 and 6000 deaths a day” etc., which is such an enormous range it’s almost like saying there is there is a really low chance of dying today somewhere up to there is a really high chance of dying today, so we best stay in. Generic example but to use such a huge range is almost meaningless but when they are doing it to railroad the government into instant lockdowns, it makes you ask questions. I’ve slated boris throughout but he’s getting this one right. He’s waited to see the data before making a rash decision, the data is not bad at all and as such isn’t rushing into closing everything and destroying livelihoods and businesses.

Agree about the last point but also a note of caution that with all that cash in the bank, are we assured they’re spending it correctly? Throw a league 2 club with amateur-ish owners with £100m into the premier league doesn’t necessarily mean they will succeed. They may spend £Xm on this £ym on that and before you know it they’re being relegated with £2m in the bank. They had no strategy, for example.
Ncyt may have one but why withhold it? Just go private if being listed is too much to handle.

Gunto, if there was an option I would literally screenshot and show you my holding. I literally hold about 1.1k shares in my Lisa. I’m a small time PI who is hugely stung. I’m negative about ncyt because they give us nothing. They talk to us when they need AGM votes, and don’t even learn the lesson of why they couldn’t get them in the first place.

If I wrong about omicron (I won’t use omicon to show I’m serious) in a month I’ll be the first to apologise.

There won’t be 3k hospitalisations per day due to omicon. I think all sensible people can agree on that.

It’s because they’ve forgotten they’re listed on a stock exchange. All great stuff they’re doing but they’re actually acting like a private company. It is very odd/suspicious.

Standard. No news and further reports that omicon isn’t severe. Shock.

This a has been a truly awful year for ncyt shareholders. But it’s only money, let’s have a good Xmas with family and hope for better things when the annual accounts are published.

In the face of good news, Ferguson can’t help himself.
“ Ferguson said that while it was “good news”, the assessment did not substantially change Sage modelling pointing to 3,000 daily hospitalisations in England at the peak of the wave next month without restrictions beyond the plan B measures currently in place.”

3,000 a day. 3,000. Read it a few times and listen to how absurd it sounds. In a hugely positive article he manages to include such scaremongering.

@troublesome https://www.cityam.com/deadly-delta-disappearing-christmas-comes-early-as-multiple-covid-studies-in-uk-confirm-south-africa-findings-omicron-is-mildest-coronavirus-variant-so-far/?utm_content=buffer8c4c8&utm_medium=social&utm_source=facebook.com&utm_campaign=buffer&fbclid=IwAR1kkSqW-g1EwkktTq6oUWu2D5g9Syx_R1LmXEMZpPe2Fk_R7tjOn4KAJVY

More chance that one of us win the lotto tonight than this going to 450 on no news

22-Dec-21 17:50:11 363.76289 48,116 Unknown* 175.03k O
22-Dec-21 17:49:16 356.84986 41,643 Unknown* 148.60k

Massive.

Why do trades go through so long after market close? Is this the preserve of the city boys whilst us plebs must stop at 4.30?

Just cases reported there. Hospitalisations? Deaths? Every man and his dog is testing twice a day currently to ensure they can see family at Xmas, stands to reason ‘cases’ are up.

Surely Porky’s? Or does he only buy in £500k tranches?

This doubling every 2-3 days lark is really worrying. Doubling means 100% rise, right, not ~10%?

Troublesome - fair enough, let’s agree to disagree. There are many conflicting expert opinions so can’t all be correct. All I am doing is looking at case numbers, hospitalisations and deaths and all are nowhere near the levels the lockdown fanatics at sage were predicting. Once again they petrified the nation for what? Cases peaking after a week and hospitalisations going down. Very odd and worrying behaviour.

Ncyt chat - let’s return to that, how are all other covid firms blowing it out the water today and we’re languishing in red? Odx for example haven’t even released an rns and are 12%. Is it just pure market manipulation?

@troublesome - scientists in SA https://www.bloomberg.com/news/articles/2021-12-22/omicron-has-80-lower-risk-of-hospitalization-new-study-shows

Cases have peaked (odd given that our doomsdayers said they would double every 2-3 days leading to apocalypse by xmas) https://www.telegraph.co.uk/news/2021/12/21/dose-hopium-could-drop-hospital-admissions-lead-us-omicrons/

Is omicron milder? Yes https://www.newstatesman.com/international-politics/coronavirus-international-politics/2021/12/is-omicron-milder-than-previous-variants

And for the latter before you say it spreads more, yes fine but we are already seeing a plateau and probably a decline so we can calm down on that one. Given how whitty et Al were talking last week I’d expect to be seeing 300-500k cases a day by now.

Folk will get bored of relentless testing for a cold/flu. Yes there’s a huge spike in testing currently because we all want to have a nice Xmas with family after last years shambles. Once it’s done and the lockdown fanatics are quiet it will likely tail off. Hence why I CONSTANTLY bang on about post covid plans. GM himself said covid revenue will hugely decline year on year. I just want news of what is next as we clearly aren’t getting on the omicon train so it’d be nice to know what our company is up to next.

Moniman - indeed but as we know it’ll be infectious but less severe, as with omicon as per all the experts