Member Info for Porky9

@HarChris
FYI Banned and Removed Permanent
Doesn't stop re-registering with another name and email but they do track the IP address

Still a long long way to go for the SP but nice to see us finally in break out
Long time coming
+ 10.79% on the bourse

Would like to see this back north of £ 7 in the next week or so before the next leg of the journey
Onwards and upwards
Pork's

I really like her, i think she is terrific
Shrewd, professional, driven, she has my total confidence. I know she can get a deal done.

She is not full of hype she's a straight talker. Yes as you say possibly naive to AIM markets however, this is about the product stable and talking the language of the biotechs and with her team demonstrating how the products fits in and the value / effectiveness in the market, she is more than capable of agreeing a fair and reasonable terms with one of the leading companies.

A real positive, convinced this mcap level wont be around much longer... £ 13.5m with this product line up, only takes the one deal, she can do it....

GLA

Well I'm doing my bit guys...
Just added another 96,937 @ 21.65
Again. HL having issues working the deal, the stock is real thin here.
When this does break i believe it will significantly gap up...

They really need to start creating some noise.... get the investor community engaged. Confident Suzy can do that with the H1 and presentations fast approaching, it wont take much buying to break this out...

GLA
Pork's

BBL
Going for early lunch, ham sandwich... is than cannibalism...
Take care all, onwards and upwards...
Pork's

LOL its like playing where's wally this morning, nobody cares....

I'm actually in Shropshire but not welsh, not that it matters, the Birmingham reference relates to a post last year i made about staff i knew at QM Hospital and stuff on Birmingham University contacts and local news, which is why some assumed i lived near there. I didn't counter it as its not relevant.

@troublesome
To clarify. Not fear from Catching Covid and this awful pandemic
You can always make money, fear that a share price might fall and selling out or worse Capitulating a loss before giving it the time or chance to grow. You need buyers and sellers to make a market work.
When the Shorters sell i'm happy to buy into it. This share point is a great time to add before it moves to the next leg up when the revised broker notes come out following the presentation..
GLA

Indeed, I'm incredibly well researched
I am trotters deep in research... I know what i know and like what i see....
Rare truffles have nothing on Novacyt....
Oink Oink
Pork's

Stocks never move in straight lines.

I find it incredible that into a couple of hours trading if the share price climbs and falls back even two percent we get “Rinse and Repeat” posts and the “world is nigh” type negativity.

Come on guys, we touched bottom we are materially undervalued if anyone hasn’t noticed, if you do research here you can see how great this company is and how ridiculously low the SP is.

If traders want to try and catch a few percent let them, you can’t stop a rolling waggon, this is now heading North in a bull run. Anyone trying to catch a few percent will be buying back shortly at a materially higher price. The sentiment has changed, the bulls are back in charge.

Sit back, add if you can at these levels, switch off if you need to and come back in a few weeks time. The presentation is still being syndicated, the ink is barely dry, interest is building. GIVE IT TIME.

They just won a two-year contract with the WHO for crying out loud, the WHO it doesn’t get better than that, UNICEF deal on top, continued NHS with 170 machines in situ and 50% growth on H1 last year with world class bioinformatics and we are at £ 265m mcap, give me strength,

Onwards and upwards

Pork’s

@Obelix
How’s the old cliché go “Aim for the moon and land in the Stars….”

I guess I’m your marmite Piggy, loved by some, loathed by others. But I have a thick Rind and I really don’t let it concern me what others think. The trading Butterflies I tend to irritate the most as I don’t conform with short trading, if I’m long, I’m long and this Piggy NEVER short sells.

You see naturally I’m a VERY positive Piggy, I look for the positives in EVERY situation, this has stood me well though my business life, even faced with total adversity I look for the positives, the plan B, the plan C to get me to the next stage. If I were a female piggy you might call me “Pollyanna Pig” but I do not care, it’s how I trot.

Investing for me in not much different. Opportunity comes where others fear. Novacyt has had issues, but none have been insurmountable, yet some investors have run for the hills, given up on them and let the shorters take control and not given Novacyt the required time to resolve them, but the tide is now turning and this is a LONG game, a journey but it takes time.

Despite all this, this Piggy has been greedy and accumulating and will go on doing so. I have a vested interest in this stock doing VERY well. So going forwards you can expect from me: -

Regular Positivity, more buying, Shared Research, informative links I find, positive opinion and yes excitable off the scale, some may consider “Rampy” posts but heck when a business like this comes along, once in a decade, this Piggy wants to squeal about it to everyone everywhere…

I will let the negatives here do their bit to bring everyone down, although they are never as active when the Share Price is climbing, funny that. I will continue being me and the green bit is there for those that prefer negativity, or simply don't like my posting style.

May the share price continue it's journey North! Grunt, Grunt, Snort, Snort, Share Price climbing wheek, wheekkkkk

Take care

Pork’s

I remain VERY optimistic here

There are only two outcomes:-
a) Suzy secures a License deal before the end of the year and its off to the races with the share price.... whoooa
b) Suzy fcks it up and doesn't secure anything and has the begging bowl out again for a raise in Q1

I'm looking at this with the glass half full. Three products on the verge of a deal and company valued at £ 13m, err hellooo, just one licence deal would blow this out the water. That's the potential.

So downside risk: dilution in 2022 from risk of a placement: bad news
V upside potential: possibly X 20 the current mcap: good news.

@ PM2022
With you all the way, I wouldn't waste my time here if i didn't think the potential is there. Research done and looking good. Solid pipeline and we only need ONE deal across the line. As i say, i have every confidence that Suzy can deliver .. time will tell, I have put money where my mouth is, you pay your money, you take your chances. I'm happy with my research here and I'm in and adding.

@ Andysel
Wow, your a negative one, if you have lost confidence you should sell out for sure. I Never hold stock in a business i don't believe in.
I totally agree that until an RNS lands confirming a deal, its pure wild speculation but, herein lies the value for new investors. IF a deal lands its then a certain bet and the SP wont be 21p it will be materially higher but you are totally de-risked. That's the pay off for paying a premium price.
Currently the SP is down at this value because there is uncertainty; a deal landing is NOT guaranteed no matter how great the product looks hence, the risk

This investment is not for the faint hearted I grant you, but we are talking AIM market here; its a fledgling Biotech not a Blue Chip, different rules, different risks... you take your chances

GLA

@Wilson63
400 !!!! Bloody brilliant
Onwards and upwards...

As the presentation report gets further syndicated, it should help create continued positive sentiment and further interest in the companies shares. Fantastic.

First out today was Vox Markets:-
https://www.**********.co.uk/articles/novacyt-sees-1h21-revenue-jump-by-over-50--3bb7534/
Headline: Novacyt sees H1 21 revenue jump by over 50%

Lazy Reporting: media: Evening Standard
https://www.standard.co.uk/business/nyct-shares-diagnostics-novacyt-records-higher-sales-b951218.html
Headline: Shares in diagnostics business Novacyt jump as it records sales rise

Market Watch:
https://www.marketwatch.com/story/novacyt-1h-revenue-rose-50-backs-2021-guidance-271629268487
Novacyt 1H Revenue Rose 50%; Backs 2021 Guidance

Lazy Reporting: Online: Armchair Trader:-
https://www.thearmchairtrader.com/asiamet-resources-novacyt-itm-power/
"Novacyt [LON:NCYT] found itself up 19% and in second place today following the publication of its half year update. Revenues for the period are up 50% on the 2020 figure and the company has also been awarded a new contract from PHE. Although there’s currently a dispute over £40.8m worth of sales with the government ongoing, this new win arguably provides some confidence that debts here may be recovered"

Business Wire:
https://www.businesswire.com/news/home/20210817005920/en/Novacyt-S.A.%C2%A0Half-Year-Update
Obviously publishing the actual official statement

Investor Mag
https://ukinvestormagazine.co.uk/novacyt-share-price-surges-as-company-announces-50-increase-in-revenue/
Headline: Novacyt share price surges as company announces 50% increase in revenue

So in all, positive noise being created, should bode well for investors over the coming weeks here...

GLA

Pork's

What a great Shareholder Presentation

OK, loads more Q &As were still needed but on balance they did a great Job and exceeded expectations which was a positive and the main thing.

The Longevity argument is now well and truly buried: -

1. Ongoing Supply Contract with NHS: We since discover under Freedom of Information Act that there are currently 170 of own machines in Situ in the NHS. So, no grey areas over our relationship going forwards.

2. The 2 year Signed Contract with the WHO. I mean it really doesn’t get better than that does it. They only went and bagged the World Health Organisation Contract. Helloooo, I mean this is pure Gold in its own right.

3. An extended contract with UNICEF for ongoing supply. Last year 8 countries supplied, and this contract continues. WoW.
Each of the above aspects are frankly worthy of an RNS in their own right!! But then to top it off we find revenues in H1 50% above the same period last year, £95m in the first Half!!!

Whilst some providers have been talking about what they can do, Novacyt have been busy, fully focused and delivering sales results. It really doesn’t get better than this.

They are embedded now in so many different verticals from SMEs, to Hospitals to Labs to even Oil Rigs and in so many different countries with a solid route to market through distributors and wholesalers, that with this level of traction, they can ensure new products are quickly deployed around the world.

The inhouse machine design and manufacture capability of their IT-IS division means they can also move quickly on new hardware innovations. Any new product acquisitions can also be acted on and deployed quickly.

Once the DHSC contract matter gets closed off that will provide a further boost and we now know product supply is not an issue. So, its just a question of adjustment to the 2020 year. Its looking highly likely that the Cash at Bank figure is going to exceed £ 200m by the end of 2021 which again further underpins and bolsters the share price.

Its going to take a while for all the above and everything else to sink into the market, the presentation will get syndicated and over the coming weeks is sure to attract increasing interest from investors and funds.

I suspect we will see further revised broker notes out shortly with significantly upgraded price targets which will further add.

Media reports so far are also VERY positive and investor sentiment much improved. No reason why this cant rally now towards the £ 15-mark short term and onwards to my £ 54 Target!!!

Certainly, the current price levels won’t be around long that’s for sure

What a positive…. What a difference a day can make…Onwards and Upwards

Pork’s

@Airlineboy
And lets face it, sticking this out we have endured all kinds of abuse....
Poetic justice if this start of a prolonged rally..

Once we are back in the 7s and heading back to ATHs again where we deserve to be, all the better...
They need to get the presentation out now to all the funds to review and back them.
I remain more confident than ever.
Onwards and Upwards
GLA
Pork's

Just sharing from my research:-

Oncology Drug license deals during 2020
https://www.nature.com/articles/d43747-021-00024-y

Smallest one was about £ 40m....
IF she gets just one deal over the line it will position this business perfectly for the future and see a material re-rate of the SP. I have every confidence she can do it

GLA

If you think about this...
A X10 Bag of the share price from here would take us to £ 2
At £ 2 that's a market cap of £ 130m still cheap for a Biotech of this standard

All Suzy needs is ONE license deal and that value could be more than exceeded.
A chunk of capital up front and some annual royalties and they can then move to further expand the portfolio.
VAL 301 OR VAL 401 could just do it..... If both came over the line,... happy days..
GLA

@Jackin36
Thanks, we have had worse days....
Start of the recovery and for the SP to finally start catching up with the fundamentals...
Loving the positive sentiment here today, total 360 change, just what we needed... bring it on...

I do however want to give a big shout out to @Kaeren, she is one hell of brilliant analyst here and totally on point and underestimated. She called the bear trap trap last night, which i joined on the back of, we just needed that break out of £3.40 and we got today - just amazing.

There are some great contributors on this board, I'm just the gobby, rampy, piggy one...
Onwards and upwards
Hopefully this is the start of a sustained rally...

GLA
Pork's

Bloody Amazing
Great presentation, and now we discover 170 machines installed in the NHS !!!!

They are so understated

So there we have it, continual supply of Promate to the NHS to support the existing infrastructure.... PLUS everything else and even with todays price rally the mcap sits at a pathetic £250m - this has got so far to go....

Bring it on...