Member Info for Porky9

Distraction technique

@BYP
We don't need serious anything, the company just need to continue building, delivering results and building out the group and the SP will take care of itself ultimately.
Sorry but don't wish to engage further, DM me on Twitter if you want to engage one to one, not via the public threads.
Thanks

@ValJu
DM me on Twitter, its a hold for now until Suzy updates.
@Porky9Here

As i posted this morning...

Investors are buying in, some are trading for in the run up top the ASGM, we had a bull run last year before the AGM, others are investing because the risk/ reward ration from here is well and truly stacked in the buyers favour.
Updates are due any moment including the HI extended statement but as a reminder this is why its a red hot buy:-

1. Now a partner of the American Society of Human Genetics alongside the likes of Thermo and Roche
2. The SNPsig® EscapePLEX SARS-CoV-2, is the first in the market to detect the following mutations:
•Alpha •Beta •Gamma •Delta •Delta Plus
And as Assays run on ANY hardware not just Novacyt's own, its no wonder Major labs around the world are buying Promate.
3. UNICEF Deal
4. PHE £3 bn National Framework Award
5. WHO - Two Year supply agreement signed with the World Heath Organisation - it doesn't get better than that.
6. Revenue for the first half of 2021 increased over 50% to £94.7 million - we are invoicing worldwide sales whilst the rest of the market are talking about it.
7. Major partnerships across the Travel sector including Wren, Excalibur, possibly as much as 70% of the market cornered.
8. World Class Bioinformatics - Already over 2 million Genome Sequences mapped
9. World class R&D - Due out any Moment 2nd Gen Antibody test to INSTANTLY detect Antibody levels from Vaccines and from Contracting Covid and if you need a booster.
10. All bases covered: PCR, LFT, Saliva
11. Supplying practically EVERY country around the world 130 Active
12. Over 600 Diagnostics Tests Covering Numerous Verticals NOT just Covid, They deliver tests in Maternity, Cancer Tumor tests, Veterinary and are in practically EVERY sector from private Heath Hospitals, NHS, Schools through to even Oil Rigs

And its market cap is woefully undervalued at £275m so multi bag potential from here is more than possible

GLA

@BYP
You say:
"So let’s say you have been buying consistently up and down from £12, supporting the company and buying because this “is only going one way”. Well it hasn’t, its lost 65% since end of January 2021."

This is the bit you are not getting. Let me help you out...
I am investing on a journey for the Long Term benefit, not for short term gains. You only see it this way because you are a short term trader and you want an instant fix.

There is no "let's say" about this.
Since that April crash when i sold some and brought back same afternoon, I materially increased my research and EVERY trade i have confirmed since has been a BUY and i have not sold one share!!.
You don't have to believe that but i'm telling you the Gods honest truth here.
It's probably something like 15 Buys at various price points.

I am not losing 65% because i'm not selling at these prices only buying, You are judging this company on just the last 7 mths. Its a fledgling business that takes time to build. That time window is too short from my perspective. Another 6 mths, 12mths, 2yrs the position will be materially different, you have to give it time.

Each to their own investment styles but i will see a material gain here. The mcap cant stay at this low level forever, ultimately it has to rerate.
GLA
Pork's

Taken from a financial article I was sent, Here’s a fact that always amazes:

Anyone who invested £10,000 in the S&P 500 index (the US equivalent of the FTSE All-Share index), in 1995…
by 2014, their holding could have risen to £65,453. HOWEVER…
If they’d only missed the 10 best days in that 19-year period, their return could have been reduced by as much as HALF - to just £32,665 (currency changes have been ignored).

Yes, you read that correctly…
…Just 10 DAYS in 19 years could have made a difference of £32,788!

That's what happens when you try and time buys and sells. In the case of Novacyt you could sell for a few percent and next thing major news lands and the SP gaps up and you miss the bulk of the uplift.

Each to their own, as i say for me its Hold and ADD as funds permit... I am not missing this when it re-rates its that simple.

GLA

@ValJu
naaaa, it was probably a chick boy, just after what's in your wallet....
You may hve missed out on a learning experience there....
Take care

@BYP
Sorry but i want shares in sticky hands, no offence but i'm not here for a 5,10 or even 100% gain.
Every share buy i make takes shares out the market.
I'm here for this to either reach mid cap status or get taken out in an Acquisition if its doesn't get the opportunity.
Eitherway, the SP will be many multiples of where we are now. Matter of time.
But that's my call - each to own
GLA

Up 4.47% in France

Last year there was a bull run pre the AGM, could well be the case again here.

See how the next few days goes, so far so good

Pork's

@BYP
So by your own confirmation you are trading 2,500 to sell on a small margin.
Each to own i guess but, that could be why you think i'm a trader, as you judge me by your own standards?
That's not a criticism, its the difference between us.
For what its worth, i think the Share will continue to inch up due to the outlook and as people return from holidays volumes will increase further and so will the SP.
The moment DHSC closure lands imo we could see a sizable step change on top. Lets just hope you are holding when that moment comes, It would be a shame if big news dropped just after you had sold a position on a minor profit.
GLA

@WBFAC
Well I'm not going to go into the whys and reasons for GMs statements, i see him as a scientist and not a natural spokesman and you have to consider that when a company is saddled with debt it can't breath, it can't expand easily and it certainly can't afford good PR and marketing communications

That position changed but the focus was still on what counts, ie getting business in, building out the network, focus on what's important. Communication and PR being at the back burner.

The business has now outgrown all of that to continue at top table they need good PR and communications. good company spokesmen etc and that is the next leg of the journey, they are making great strides in this direction as seen at the presentation.

I know there are a lot of GM doubters out there but he did some amazing work to get Novacyt business to this position and i know the SP hasn't reflected that yet but GM still has a vested interest in the business doing well.

He spent £500k on shares at £8.17 himself out of his bonus after tax so maybe wishful thinking but you never know, as his final swan song he may just put something extra on the table before he hands the keys over...

GLA

Well im doing my bit to help... Just Added £20k - 5,238 Shares @ 381

Can't deny that my portfolio is now Top Heavy Novacyt but I genuinely don't see a better investment in the market, as such i'm standing by my convictions and continue to add.

Good Luck all, What ever your call.

Pork's

@Johnnykipper
Well been periodically watching trading here on L2 the last couple of weeks and every time we go into a bull run the book starts looking like this beforehand but i have limited experience in trading as i don't buy and sell on waves, just look to invest in undervalued assets.
We will see anyhow, the update due shortly should hopefully give us a push not to mention most of the city returning from holidays and back to work next week
Do what we can...

Now this is Rampy....

But L2 is currently looking really good, i won't tempt fate as it will probably change but i recon we will be in for a major Blue afternoon session

Stock is oversold and i looks like they cant get enough stock in so maybe a big buyer in the background or large order to fill - time will tell - WTFDIK

GLA

@BYP
If you have some valued research you should very much post it, if you think it is to the benefit of Investors here, we would all welcome that.
There are traders who dip in and out here for sure i grant you BUT there are equally a good number that are investing and adding as they see the bigger picture.
This board will always attract the poster that says, "if the share price falls by another 5%, 15%, 20% (take your pick) they will buy. We openly had a poster here two days ago who admitted to selling at 3.80 and wanted it to fall back to £ 3.20 to buy in. That kind of thing is unlikely to change BUT those fully researched here are not going anywhere, well not at these prices anyhow.
I think 99% of the problem you have with me, is that you suspect that I'm pumping and dumping and disingenuous when in reality although my posts are VERY pro the business and often Rampy in nature, i hold my hand up to that, EVERY trade i make is adding. I am not trading, I am just constantly bullish, i am building out a fairly large averaged holding.
Now i'm not prepared to disclose my holding details to you personally at this stage because i don't know you and this is a faceless open forum BUT you never know, that could change in the future. In the meantime, we are working towards the same objective, i see that as a positive.
Make Bacon not War...
Take Care
Pork's

Just to highlight some of the points recently highlighted:-

The stock is a Screaming Red Hot Buy all day long for the researched. Whilst traders look for minor gains and try and time entry points to perfection, frankly i can't be bothered. I'm just holding and adding as much stock as i can as funds permit, It is a matter of time before this stock re-rates. :-

The current market cap is a joke. But if you are still unsure for any soft reason here are a few pointers why its a great investment:-

1. Now a partner of the American Society of Human Genetics alongside the likes of Thermo and Roche
2. The SNPsig® EscapePLEX SARS-CoV-2, is the first in the market to detect the following mutations:
•Alpha •Beta •Gamma •Delta •Delta Plus
And as Assays run on ANY hardware not just Novacyt's own, its no wonder Major labs around the world are buying Promate.
3. UNICEF Deal
4. PHE £3 bn National Framework Award
5. WHO - Two Year supply agreement signed with the World Heath Organisation - it doesn't get better than that.
6. Revenue for the first half of 2021 increased over 50% to £94.7 million - we are invoicing worldwide sales whilst the rest of the market are talking about it.
7. Major partnerships across the Travel sector including Wren, Excalibur, possibly as much as 70% of the market cornered.
8. World Class Bioinformatics - Already over 2 million Genome Sequences mapped
9. World class R&D - Due out any Moment 2nd Gen Antibody test to INSTANTLY detect Antibody levels from Vaccines and from Contracting Covid and if you need a booster.
10. All bases covered: PCR, LFT, Saliva
11. Supplying practically EVERY country around the world 130 Active
12. Over 600 Diagnostics Tests Covering Numerous Verticals NOT just Covid, They deliver tests in Maternity, Cancer Tumor tests, Veterinary and are in practically EVERY sector from private Heath Hospitals, NHS, Schools through to even Oil Rigs

And there's more.... If you are still not keeping up and want to invest here take five mins to at least read the website specifically:-

The Strategy Update June 2021
https://novacyt.com/wp-content/uploads/2021/06/Novacyt-2020-Full-Year-Results-Strategy-update-Final-website-version-for-29.06.2021-1.pdf

The Annual Report
https://novacyt.com/wp-content/uploads/2021/06/Novacyt-AR-2021-2806-spreads.pdf

This is a world class Diagnostics group, It is history in the making. This is an opportunity to own a slice of this great company before the rest of the market and IIs move in when the DHSC matter gets closed off.

And we are sitting here at less than a £ 275m Mcap value. Crazy but its how it is. The Business is worth MANY Many Multiples of this.

If you are still not convinced look at the deals for diagnostics acquisitions in the market. You can't buy anything of quality under £ 700m and certainly not of the level of this company that's for sure.

This is why i'm still adding here. A further update is expected shortly, I have every confidence it wi

BYP was a self opinionated shorting troll of the worst kind and at one point insulted me almost daily. So i don't have a lot of time for this poster. They were rightfully banned.
On a positive note, the poster has returned and on the face of it is now LONG and apart from "banter" borderline insults creeping back in a couple of days back, appears to be making a decent contribution to the threads.
As such I'm personally remaining civil for the good of the board and what looks like a mutually shared interest in the company doing well and the share price recovering.
Long may it continue.

Far too many positive factors for this not to re-rate, just a matter of time.

I totally agree with you @MisterETrayda trying to second guess and time a bottom is a fools game. Even with L2 a direction change can be so quick you can miss it.

I have been regularly adding at a whole range of prices, i am 100% totally confident that the mcap of this company cant remain at these levels for much longer, defies all known logic. The share is oversold and at some point that has to correct itself.

Onwards and upwards

@Winnie92
As @Poidster explained we are worth significantly more, north of £ 2bn
Not sure exactly what you are trying to establish?

If you are Asking why are the Market Makers pricing this business at the current level, when the asset values are clearly significantly higher, then the following factors you need to consider are:-

1. Initially the market didn't know how to rate this business, it was effectively on a "cash rating" basis as it was assumed it would be a one hit wonder and no revenues after a year once Covid over.
We now find that Covid is here for life, we are learning to live with it. We find that the business has long term deals such as the £3bn PHE framework, the two year WHO deal, UNICEF and the business has diversified and has proven its longevity - the market hasn't caught up with that yet

2. The share price from a fairly low base point became oversold as the DHSC dispute resulted in a sell off, this sell off was supported by shorter's the SP fell further and the SP hit rock bottom and is now only recently starting to recover. So we are only now starting to move north again after a sell off hence the market cap value still depressed.

The share is due a significant re-rate, how long that will take is anyone's guess but catalysts to start that step change north may include; DHSC dispute resolve, new product launch, acquisition by Novacyt, Incoming T/O bid for the business, New large contracts etc etc

Hope above helps

Pork's

@ValJu
The stock is OVERSOLD for sure:
https://www.investopedia.com/terms/o/oversold.asp

The Share Price is so pathetically low that it represents a price point that is no longer equal or anything remotely close to the actual value of this business.

BUT… you wouldn’t expect me to say anything other would you!!

The way I see it is if you look at ANY of the recent M&A deals in this sector the going rate is significant multiples of where we are now.

Once a line is drawn under the DHSC situation we may find a few will swoop in and make a move we are a sitting duck imo at £ 275m

£ 15 would value us at just over £1bn. Based on other deals a T/O now should be more than twice that level but if someone can move quickly before the SP recovers after the DHSC news drops they could get it away as many SH would vote it through.

If I was AZN, GSK, Thermo, Abbotts or one of the other possible matches, I might be tempted to approach the board now and put an indicative offer forward on the basis that the DHSC situation is closed off. Even if it meant writing off a few invoices to ensure it’s a clean deal.

Acquisition of Novacyt is a no brainer:

Lets just say Novacyt Average £60m EBITDA going forward, forget all the other positives just plain look at the figures: IF AZN bid just £ 1bn and got the deal over the line, shareholders accepted £ 15 either cash or in AZN shares it would add significant value to them.
https://www.hl.co.uk/shares/shares-search-results/a/astrazeneca-plc-ordinary-us$0.25

AZN current PE Ratio of X48 and market cap of 131.89 bn it would be a petty cash transaction frankly

Not really much to think about here is there….

Pork’s