Member Info for Porky9

Well you don’t get a much better vote of confidence than that, fair play to him. Nobody better qualified to know the direction of the business from here.

Selective comment posting again i see.

For total clarity: My post 17:18 refers to the events that took place over at NCYT not VAL

The ironic thing is that the SP is now lower than 3.8p which was where it was pre both the NICE confirmation and the first commercial order confirmation, go figure.

Well lets hope they are taking over peel hunts position.

Https://www.express.co.uk/news/world/1935474/argentina-falkland-islands-new-port-plan

I don't have a position here but my blood boils that our stupid new labour government would not give even a 80% guarantee to HARL and as a knock effect HARL have jobs at risk and lose the £120m contract to an overseas provider when the business could have and should have stayed in the UK.

Absolutely ridiculous. I don't blame the Falklands decision, what can they do? They have their own people and jobs to consider but our government could have helped HARL avoid that.

Looks clear to me that Peel Hunt who dumped from20% of the shares in issue on 5th June 24 to 10% by the 25th June are behind the sell off the last few days. Probably a few short were also on the back of that.

Vey annoying, as the stock is starting to move due to good progress and this lot are off loading into the market. Assume we will get a TR1 notification when they are done but IMO this is what looks to be the cause of the issue.

Once cleared hopefully this will move forward, time will tell.

@Khelder

Whatever, the point of a BB is to have an open discussion on the pros and cons of an investment, not create some one sided echo chamber of fluff to comfort others under water.

It was highlighted here two plays that went south out of about 15 I invested in during those respective tax years. In both cases what was put out on the AIM were different to reality.

Here VAL need to raise cash and need a new plan at reduced cash burn to turn this around. I am highlighting this because I believe from my own research it’s the reality they now face. To not even consider that is to do what others have done in other threads by ignoring the counter position at your cost.

@Riddler

Hindsight - In those two examples what the CEOs put out to the market via RNS and via broker notes were lies. They painted a VERY different position to what was reality. Not all on the AIM play with a straight bat unfortunately.

@PP

You see it’s your kind of guff posted that IMO should be called time on because the reality is they currently have a cash burn way too high at £2.5m and need to demonstrate a significant reduction in that. They are effectively a one trick pony now with CLX which is still a few years off due to neglecting taking on new evaluations whilst they pumped cash into a loss making lab that continues to eat cash and they have about 6-8 weeks of cash runway left before its lights out if they don’t secure enough support for the next raise. This view isn’t quite so rosy is it? I would say this play is now 50/50 raise or bust.

Your problem is I suspect is you were likely one of the ones that thought they were clever getting in on the last raise on the QT thinking you would flip a quick profit at others expense who quickly got shafted when the discounted placing dropped only to find it quickly went south due to managements spending. Here you are now pumping it again because you know full well unless mugs come in at this level getting any placing even at 1p will be a stretch. The new guy good luck to him to try and turn this around but is t too little too late? He can’t do it on fresh air that’s for sure and he needs a compelling forward plan for sure if anyone is going to back from here.

@OB

Sure, I will reply further later this week

@PP

You are so wide off the mark it’s unbelievable, I have absolutely zero bitterness to VAL what so ever. What you perceive as bitterness is nothing of the sort, I have vast commercial experience having been on the board of several businesses. I don’t suffer fools lightly and most posts have all been fact based on logic. The board has lacked any level of commercial acumen for some time, making blunder after blunder and I have merely highlighted same. Not rocket science.

@OB

You may have been a bit unlucky on the penny stock picks, it’s a cruel and twisted game at times but you can take consultation in the fact that you are a top guy, salt of the earth fella with integrity and that is something no amount of money can buy. Your time will come, you take care now.

Implementation assessment = see how they adapt to it and roll it out if it’s easy enough change working practice. We can expect significantly larger orders for sure, this is just the start.

Yep, our biggest killer is the the big C or Heart Attacks and Strokes - GDR tech will ultimately save a heck of lot of people - all positive, just the tip of the iceberg this order.

This could be the share of the year

See how it goes, now positioned for sizeable NHS contracts, TP licensing deals or could just get taken out now by a larger player - all possible.

If Share Price was back at £3 I might be more concerned but at sub 10p it’s no big concern is it and having only recently sustained the capital raising, no risk of immediate further dilution short term, they have a decent enough cash runway ahead of them to smash this.

It will be interesting to see the bull / bear fight next week but despite the dire market conditions I recon the bulls have it, far too many on the outside looking for a low entry point that could get blown away quickly on any commercial update.

Good luck

Wish you all a positive outcome and share price recovery.

@Amers

I have never gone away or reinvented myself under another alias like some do, i invest in lots of stocks but less vocal these days. I called this one wrong plain and simple but based my research on what i was being told by the company and Graham Mullis (CEO) who it later proved lied to us all to get his eye watering LTIP bonus. (Guy should have been made to repay it)

If i recall at the time there was a guy posting under the alias of Shaun issuing loads of data and even a blog set up by another guy called Taylor or something not to mention brokers SP Angel also promoting this with loads of positive broker notes and interviews. Stock went from 3p to £12.80. Ultimately, i too lost a lot of cash on this stock on the crash, in fact it was my biggest single stock loss of 2021 i wrote off about £200k against capital gains in that tax year .

There was one poster here, can't remember nic, was something like podium? i recall, anyhow they were spot on in saying that pallets of stock at various NHS hospitals were trying to be returned and NCYT were not accepting them. Also, independent newspaper ran an article about the tech not working and being rolled out YET none of us here accepted these two factors, the company didn't update fully nor refute that article, they selectively kept the information from us again because Mullis had a vested interest in not telling us and as private investors we overlooked the information . In hindsight we had two massive red flags then but didn't pick up on them or act on them. This is now one reason why i try and give a balanced view on opinion and listen to all comments regardless of stance. Hindsight is a wonderful thing.

Anyhow, history belongs in the past, there were a lot of factors at play here but I hope that this one ultimately comes good for anyone still invested.

@WBAFC

Its is in bad taste to go onto other stock boards with the intention of insulting posters but i understand you are aggrieved. You are old enough to make your own investment decisions. Anyhow, if i recall rightly, didn't you claim to be a Doctor or something? i would have thought a guy of your educational level as you claim, would be able to carry out your own financial analysis, but i personally apologise to you wholeheartedly if your decision was based solely on my forum comments for that i am truly sorry and wish you well for the future. Take care.

@Kaeren

My apologies to you also, i only referenced you over at GRD because i read your analysis and knew you had a position likewise with HARL - i had no idea you would have mud thrown your way in this thread. I would hope that posters will focus on stock analysis going forwards and not individuals - sorry for any inconvenience - take care.

They are a consultancy business and always have been.

This means that EVERY year they need to find new clients to replace the ones that their consultancy services are finished with hence a continued ongoing client churn rate.

The Client acquisition cost (CAC) meanwhile remains too high and always has been. This is why every year they burn more cash than they bring in new business revenue to cover. Further, because we have been in a biotech downturn where biotech's have little available capital to spend this has also had a knock on effect on PYC, hence why revenues are falling even further and losses increasing higher than they have ever been.

Poster @Laura2022 and his/her other alias accounts can pump and ramp this one 24/7 till kingdom come but, it remains a lifestyle business and the SP reflects that.

@Roger85

Oh I see from your posts you are short on it, fair enough each to own. Technically you are right on USA market, they only just got the FDA breakthrough news but it’s all lined up all the same. It would be shocking if they didn’t get any NHS Sales short term.

Interesting there is a split here of traders buying in and some sold out trying to get back in and some short - see how it goes. I admit I’m normally first to be bearish with a lot on AIM but with this one, not so, could get interesting and at this level I still say odds look better than most.

I think some short traders could well get caught out on this one shortly - will see

@GloriaMarket

I can’t argue with you, the SP is on its ars@ and reflects how it is but we are only a few weeks in since they actually got the products over the line and validated, you got to give them time it doesn’t happen overnight and let’s not forget they are well funded so have a good cash runway ahead of them and we have little risk of a further dilutive raise short term - odds at this level look better than most for sure but let’s see.

@GloriaMarket

Hey, your right, let’s face it penny shares are highly volatile and there are plenty on the AIM that are at stupid values with next to nothing behind them and rally on any P&D trading groups get behind, we see it all the time don’t we.

And yes, this one could trickle south, burn all the cash over the next year and be back again for more cash, yep, it’s a risk, I get it, seen that before also.then again we have all see the odd freak penny share that has gone 3p to £12, it happens.

However, what I would say is that despite the journey and dilution to get here, they finally, finally now have two world class products, totally unique game changers that are fully validated for not just for the NHS but the massive USA health markets and rest of the world.

So they are packaged now with a nice big pink bow on the box to be either taken out by a large scale pharma group already in the worldwide manufacturing,distribution and supply chains in the sector to add these two world beaters to their product stable or they go the harder route and start picking off major contracts. They have the market to themselves!

Either way, EV at close on Friday was £10m before cash. It was 10 times that a short while back before they had anything like the approved solutions they now have. I think some don’t see the significance yet of what they have. We are talking world class but moreover VALIDATED, this is no longer an idea, a possibility, it’s here and they are the only ones that have it.

An investment at this level, yep risks are there but sub 10p looks like a gift to me, not saying stick your house on it in these god dam awful market conditions but on balance looks better than most bets and it only takes one decent contract, third party licensed arrangement or someone comes to the table to acquire and anything sub 10p will be long gone. On balance worth squirrelling a few away imo.

Good luck