Member Info for Porky9

With you all the way @Ad4you
We got this covered, it's SH delivery time....
Go Novacyt.....

@Ad4you
just wanted to add that i had it directly from the horses mouth, GM himself that PR was on the agenda, following the fluffed Jan statement. But to quote, he said key focus was on delivering results first and PR would follow!!!!
Sounds like some deals are now lined up and we are now seeing the PR being sorted - fantastic
Makes sense operating as one main brand, also further wraps the business in a nice bow ready for the TO - what.... ???
Take care now
Pork's

Its a BUY clear ad simple and I'm fairly confident where it came from.
This added to todays momentum.

A few shorting syndicates about BUT sorry boys your numbers are up now. Sentiment here has changed so its time to close out or get seriously burnt.
You can always wait for the 7.00 am RNS or maybe 11.00am RNS who knows BUT it will come and try and close with at least a 30% share spike - your call. There are better targets than NCYT to short frankly.

May i suggest you try AVCT, its built on Hype well plump and its about to sink like the Tittanic shortly especially IF validation doesn't land or its after the bid stats 7th April deadline.

Meanwhile, the good ship Novacyt is now leaving the port
Onwards and upwards from here for shareholders
GLA

@JRDC
Sorry changed the thread title as i intend to keep this Board Positive

You can't compare ODX which is effectively a manufacturer that has No IP. Its like a plastic molding business just manufacturing out turned parts. As soon as someone has a product they can manufacture they will make it and ship the goods. They will get a small margin on everything they make. Meanwhile the government have lent them extra machinery to help do the job. The contract is UP to a maximum of £350m over a year. BUT that doesn't mean £ 350m it will be what they can produce during the year. It could be £20m of sales for all we know and that's ONLY if they get a product in time to make.
My gut feeling is that they will get a product BUT trying to make margin will be difficult. The market cap was an eye watering £180m. They will struggle to support that hence why Directors sold on the high.
The SP fell because Share Holders have worked out that it will be difficult to make the Fundamental values as the contract value was capped at £350m, not £2bn which some were ramping. As at tonight they sit on a potential order but have no product to make. SH are rightly selling out like the Directors. I wouldn't go near it.

Meanwhile, Novacyt own all their IP - Any orders they get they can manufacture and deliver on and to decent margins - thats the key difference

@gggg21
Great Find, thanks for this, So that's all seven NHS territories being covered now - superb.
Based on the last couple of tender updates its looking like this is going to land anytime now....
The £35 SP was based on the step change following P2 and up to 700 units Rolled out i understand.
This is looking really good.

You beat me to it Deas999 :)
Onwards ad upwards

https://twitter.com/NovacytGroup/status/1371513035026751496

Makes 100% perfect Sense

@Wilson63
LOL, I see briliant, i was in back to back zoom meetings for a lot of the day and didn't see your earlier post.
What are you like, I read the comments here and was thinking what the bloody hell is Graham doing at a dinner with those low graders... now i know...
Take Care
Pork's

@Saintsmith
I'm in totally the same camp as you frankly.
I could also be wrong but i don't think they can conclude anything until after the full annual accounts have been audited. So we are looking at late April at best for a bid to surface.
However, because the DHSC is a government contract and it has to be declared as its a public record this will likely land first. Also the acquirer probably wants to see the contract extended.
When it lands the SP will rally, and rally significantly imo which is a good thing as it may result in a stronger T/O price.
H1 results will follow within a few weeks of that and i seriously expect them to be ahead of expectations also.
In all, whichever way this goes now, we will see significant upside from this oversold level.
I have no concerns what so ever now regarding SP upside
Any risk of downside at this price point is significantly reduced, due to the companies daily increasing war chest of cash for acquisitions. IMO the SP is currently bellow the asset values.
Good Luck
Have to say I'm Just loving it currently.... everything looking so good and that's coupled with a serious change in sentiment that has broken out this week - makes a refreshing change.
GLA

@neilrich3
Confident we will see it
USA and Canada regions, just enormous and increasing boots on the ground there
Not to mention California, Just imagine if we could secure some of that $1.7 bn Contract in California that Perkin Elmer have ballsed up??
I'm telling you its all to play for at the moment
GLA

Nice one @Kaeren
I think we were something like +24 to end of Feb and now another +9 potential. Fantastic.

I remember when Numis commented that the Blue Sky £35 was based on Novacyt securing a phase 2 which was the game changer that would mark a "Step Change" in the Share price - I actually now think that time is about to come.

I'm looking for a contract north of £ 350m over 12 mths or more. anything greater than that and it really is happy days for holders. Time will tell but they are not recurring all these staff in NHS territories without reason.

@ScardieCat

Using a Football analogy we haven't even got to half time .
We are a highly experienced team and will win the match, its that simple.

My advise though seriously is that, if you are not confident in your holding you should sell it. No harm in that. I have pulled out of investments if circumstances change. Maybe Novacyt is not for you now?

I have carried out significant detailed research and so has the family office i support and i can tell you we are VERY confident about this stock. In fact so much so that I added again first thing this morning and they added later this afternoon. I am maintaining my £ 54 price target.

But you must DYOR don't follow other people and as i say, if it doesn't work for you, invest where it does

Good Luck

@tkr234
LMOL - brilliant,
Not really been a fan of Banter but i recon you are right :)
Take Care
Pork's

@ScaredieCat
You are so funny, brilliant. Not sure why? unless the dinner was to enable ODX to ask Novacyt to develop a test for them to make LMOL and AVCT to ask Novacyt for some professional help to get their LFT off the ground before the bubble bursts.

Although, comparing AVCT and ODX against Novacyt is a bit like comparing Dobbin the Pantomime horse to Red Rum...
ODX - Basic Pantomime Horse, ALDI fancy dress pack.
AVCT - Very Very Very Expensive Pantomime Horse, Has Gold horse Shoes
NCYT - Red Rum
LMOL

We have just seen that PCR testing Volume is at an all time high in the UK despite possibly the best vaccination roll out of ANY country and this is going to continue World Wide.
Some countries are PCR testing only. The market for Novacyt is truly exceptional

Tay wrote a really superb piece about what our Peers thought about the outlook for 2021 and frankly its starting look like a very conservative view already:-
https://novacytinsider.com/earnings-call-2021/
Novacyt are following the same trends...

As far as I'm concerned Novacyt are now eating at the top table, they have proven solutions, embedded into the UK NHS, are now leading the world regarding variant identity and control, supporting Cog-UK and involved in numerous other diagnostics areas - This business will ultimately be re-rated, its just a matter of time.

Good Luck all, a Sea change of sentiment has restarted, looking really good

Pork's

Remember the Interview with SP Angel Brokers last October:-

Vadim:
300 machines is not very many. Even a 1,000 machines is not very many for the NHS.
So it’s possible you know that such a contract will be fully deployed. Testing is going to go on to 2022 and even further.

Justin:
Not only that, look at the margins (81%)

Vadim:
I cannot see anything stopping the need for testing, not even vaccines. It’s all incremental too to Novacyt, I guess investors should just do the math. Just say this.. what contracts that are going to be deployed at the end of phase 1: I mean even 1,000 machines aren’t very much. What happens after the 14 weeks, you know what I’m saying?
I guess the reason Novacyt is doing so well is because they’re part of the solution now. They’re delivering technologies today that are part of the immediate need and solution. There’s an absolute overwhelming need that they have a solution for.
I think you’ll probably hear more positive news on further tests and orders which will drive the share price higher [laughs].
It is a distinct diagnostic player amongst its peers on AIM.

Justin:
Yes, they are banking the money, that’s the thing and no matter what happens, they’ve got truck loads of cash.

Vadim:
They have.

The French are aving a few..... Ohhh la laa.....

@Jackin36
And watch what happens when the news drops.. Everyone will be piling in...
And this is In ADDITION to the 270m conservative revenue estimate they are already likely to exceed
Its going to get VERY exciting very soon here.......

Reporting at 3% so they can now add further up to 4% without RNS

Yep,
$1.8 bn T/O vale
$171m revenue last year at 40% margin
A minnow compared to Novacyt

On that basis Novacyt should be north of £ 4 bn OR higher than my £ 54 target price LOL

Just shows you how ridiculously cheap Novacyt's SP is currently
Short matter of time before this corrects
Buy low sell high - Here is the opportunity handed to Investors on a Gold Plate.