Member Info for Porky9

@troublesome @Ad4you
Very good, thanks for the suggestions...

Clearly my crystal ball not working, best stick with my balls of steel instead :)
See what next week brings
GLA

Topped up with another 1315 at 759.99 just can't look a gift horse in the mouth.

Still waiting on the Kilter Testing pack, I wouldn’t be surprised if that’s a Novacyt white label rebrand to add to the list

Why ? is he the DH that is responsible for ordering the crap from China that is now being proven as next to useless?

OK a bit crystal Ball Rampy for me but for some reason I think we will see a blue finish today. SP was moved up on close last night only to be marked down this morning to make it look like the SP is down 3% when infact we are very close to where we were previously.
I guess MMs can still manipulate to create a market, mark down to encourage retail sales. Wouldn’t be surprised if they have a buy order to fill. Time will tell

Just Out: Guardian are reporting that NHS staff will no longer be among the first people to be vaccinated against Covid-19 after a rethink about who should be given priority due to shortages. Hospitals will instead begin by immunising care home staff, and inpatients and outpatients aged over 80.
https://www.theguardian.com/world/2020/dec/03/nhs-staff-no-longer-front-queue-covid-vaccine-rethink
"NHS bosses said the 800,000 doses that comprise the UK’s first consignment from Pfizer’s manufacturing plant in Belgium may be “the only batch we receive for some time”, raising questions about how soon further supplies will arrive"

This is a classic example of what i was talking about last night; going forwards the bulk of vaccine news out now will likely be negative due to the logistical challenges of an effective roll out and the media being hot to report on any failings.

In my considered opinion, it will improve marginally next year when the Oxford Vaccine is out but it will be quickly identified that even with the best vaccine we are still going to have to live with this virus, just like we had to adapt to living with the flu virus. Its the way it is.

Testing and Diagnostics is firmly here to stay, that's the reality.

This is fairly interesting:
A paper scheduled to be published in U.S. journal Health Affairs has shown a strong corelation between PCR testing intensity and reduced transmission of COVID-19.

https://www.thehindu.com/sci-tech/health/building-a-persuasive-data-backed-case-for-consistent-pcr-testing/article33243280.ece
"According to the authors, around half or more of COVID-19 transmissions is caused by people who are asymptomatic or who have only minor symptoms, so only increasing PCR (polymerase chain reaction) testing make it possible to increase detection and isolation of infectious cases, and then to increase the numbers of their potentially infectious contacts who are isolated. This remains the only known approach that blocks person-to-person transmission sufficiently to stop the epidemic"

@ShaunP
Wow , Wow, Wow and wow again....
I was just amazed by the list of clinics you have Shaun. Your research is simply fantastic, truly great work. Thank you. At this rate Novacyt will indirectly control more than half the UK market, bloody amazing frankly, what a network!!.
One of my family have just purchased a home test kit from Kilter Healthcare - https://wearekilter.com/ i will let you know whos behind that one to add to the list either way.
Take care now

@Kaeren
LMOL - Predictive Text drives me wild to :)

The Guardian news link is out, adding to the momentum, looks like most papers are picking this up as you say:-
https://www.theguardian.com/uk-news/2020/dec/03/experts-call-for-end-of-rapid-covid-tests-in-universities-and-care-homes-in-england

Just shows you how well ahead of the curve we are on this board. Some of the contributions here are significantly more informed than our MPs. We have been talking about the "False negative" rate from LFTs for weeks now. Its taking time for the penny to drop but I'm pleased it finally is. Testing visitors to care homes with an LFT is just bloody dangerous frankly. Lets hope we see the revised government policy now.

The answer is dead simple;
For Care Homes: Until PCR result times improve, you just make it mandatory that if visitors to care homes want direct contact they get there one hour earlier and have the PCR test before they go in. Yes, an inconvenience but its the only way to guarantee total safety.
For Universities: As for students; mass PCR test with the Q32 will do the trick, job done, no brainer. Government just need to stop cutting corners.

NB. I was watching that clip of Bumbling Borris in a lab coat playing with a pipette putting drops into an LFT at a testing center and awaiting the result, looking smug like he had just completed some difficult ground breaking task. I was thinking FFS what are you doing man, this is the Prime Minister, have you not done even basic research into what the LFTs are for?
Not sure who it was that gave the green light to order those 20m of LFTs from Innova but they need sacking frankly.

Now that is something......

If we had a “Super Recommend” option I could select against your post now would be the time to use it. This is just as Novacyt enter the US market, it really couldn’t be better.

With the .48 short the syndicate will be desperately looking for:-
a) some negative press /bad news to drag the SP down and encourage retail selling
b) some real positive vaccine news or other to have similar negative effect on the SP
So what are the options:-
a) They can be bold and increase their short position further to try and help push the price down so that retail bail
b) they can cut losses and get the hell out

What they possibly didn't bank on was Black Rock buying. That has put a royal spanner in the works they probably can't risk increasing the short because if Black Rock add their position it gets worse. I'm really hoping that an order deal breaks on this. The stock could get very expensive very quick for them to buy back to cover their short.

Meanwhile, Black Rock will want to protect their investment hence they will be watching the market. We have had a few tree shakes already and stop losses triggered so, i don't think there is much downside to give. Their is just not enough stock in circulation and retail left in arn't going anywhere soon.

GLA

Absolutely brilliant, love it....

What we need now is news of a big contract like Spain or USA or even Blackrock, shorts start burning and have to close positions and the SP just rally's even higher.

I really think there is more chance now of positive news for Novacyt than negative.
Even on the vaccine side, i think news will be more likely negative for vaccines rather than positive from here on. Time will tell.

No way would I want to be short at this this SP.

Yes but for every share like that there are 1000 duff ones and you can never be 100% certain. it takes confidence of conviction to hold especially when he going is rough and others are telling you to sell.
In the last 20 years I have only come across three stocks I truly thought had potential, ASOS, Arm Holdings and now this one,
Novacyt has exponential growth like no other
That’s why I’m s bullish - GLA

Wow, it’s microchips, I was told it was a micro transmitter to 5 G and it could damage my lizard scales. I going to update David Iyke immediately

Yes, they came to the AIM market at 5p under the name As Seen On Screen selling playboy bunny brand bags and accessories and other replica stuff from celebs on TV. The shares were doing awful. They had a warehouse fire. I was still buying and had amassed 300,000 average 3p. The Sp bounced around and after about a year was at 7p going just nowhere. I was that frustrated, no news out, I phoned Nick Robertson to ask him what he was doing to improve the business (he took my call) real nice guy, he Ned how hard he was working and could only update on material evens due to exporting one aim rules. When it got to 15p I sold , it was a good return for me personally back then. I actually thought 15p was as high as it would go, he ceiling. Of course it went on to being a titan business - hindsight eh...

Somehow, I can’t imagine the Americans offering the same guarantee. I really don’t like this - why do Pfizer think it necessary if the trial data is so good. Bloody concerning.
I can understand it more possibly if it was Oxford vaccine as we developed that one, not this vaccine. Even the Pfizer director sold a big chunk of his share stock.
We need a vaccine but not at any cost. Has it been tested on pregnant women yet?

Thanks for your input here. Really wish you well for the future. You have to do what’s right for you. If you are anything like me you will probably be back soon even if it’s on a reduced basis.
One of my biggest ever stock regrets was selling 300,000 ASOS at 15p that I purchased for 3p. If only I had kept just 10,000 of them now!
Nobody knows the right time, only you, that’s the fun of the game
Take care now, stay safe

Just in case you missed this:-
https://novacytinsider.com/q-revenues/

The business has clear direction and a well run management team to ensure it becomes a market leading business within diagnostics sector.

Meanwhile, It's Competitor Revenues include:
Qiagen: $1.5 billion
Abbott: $7.5 billion
Johnson and Johnson – $5 billion
ThermoFisher – $3.7 billion
BioRad – $1.1 billion
Roche – $13 billion

The market is simply huge, Novacyt is not just a Covid stock, I think this is the part that some are not getting until you carry out your own proper research.

Novacyt is more than capable imo of being a £1 bn+ revenue business with a market cap many multiples of that, that's the reality unless of course it gets acquired by one of the larger players before we see the full benefits. Either way, it will be at a significant premium to where we are today.

Ignore the shorter's, follow the smart money. As i say, there are a lot of tenders currently out, if Novacyt can win one of them that will move the SP up another gear.

GLA

https://www.theguardian.com/politics/live/2020/dec/02/uk-coronavirus-live-nhs-vaccination-covid-vaccine-pfizer-pmqs-johnson-updates

Little dose of reality published in Guardian just out... enjoy, its confirming exactly what i'm saying:-

"Van-Tam also said that he did not think coronavirus would every be eradicated, and that it could become a seasonal problem. He said:
I don’t think we are going to eradicate coronavirus ever. I think it’s going to be with humankind forever. I think we may get to a point where coronavirus becomes a seasonal problem. I don’t want to draw too many parallels with ‘flu, but, possibly, that is the kind of way we would learn to live with it."