Member Info for RBMInvest

Not even past the £4 mark (could happen today) and we’re already seeing projections well beyond ATHs, based on incorrect or guesswork accounting.
Guys, this week’s news has been undoubtedly positive and the future is looking bright, but let’s keep our feet on the ground. We still need to see the DHSC dispute settled (and I do think it will be) before any major re-rate. So, by all means be optimistic, but simply be realistIc with your expectations.

Yep, big early buys in France, looks like decent volume coming in today. Here’s hoping....

Well, a lovely little ‘steady as she goes statement’ and a conservative £100M TO without DHSC. That said they are still buying, so a resolution must be close. No update will be possible until it’s finalised, nature of the beast.
Better RNS, like the underlying message....

Whilst I remain fully invested and positive about what the future could hold, some people need to take of their rose tinted glasses and just admit that this situation has been handled deplorably by the BOD and GM. To the markets, announcing a three month hand over during such a time is viewed as a vacuum, simple as that. To state otherwise is to be disingenuous.

‘My posts can often be perceived as rampy’......
Surely not!

‘The market demand is greater than Novacyt's supply.’
I have been away too long, we apparently know the market demand and we also know NCYT’s supply ceiling. Excellent, could you share the latter, would be great for everyone to know our max production capacity.....

I’ve been away for a few weeks, did I miss a coronation? Nice to have (self professed) royalty onboard though....

Relentless positivity is actually FAR more dangerous to investors than relentless negativity. Relentless positivity does not result in positive SP movement. Binning ‘derampers’ doesn’t change sentiment in any way. Don’t have your thoughts clouded by such relentless positivity, just because it’s more palatable than the derampers drivel. Both are very dangerous.
Look at a contributer’s track record in reading and predicting the market before following them blindly just because they’re saying what you’d like to hear.
Relentless positivity does not equate to good market understanding. If it did, this SP would have hit over £54 months ago.
Positive thought, but utter crap.

The dispute is not a distraction, the dispute is quite clearly the main play at present.
These things happen and I’m confident from the RNS wording that a resolution will be found, for it is the only issue holding back SP now. The company is in a very strong position once it’s sorted.
Incredibly frustrating and it simply leaves us waiting, but patience is probably the most important (and least utilised) investment skill.
It’ll come, but a bit like watching for a pot to boil....

Would’ve been interesting, but they’re conducting a PCR saliva trial, not LFT.

All my research says yes, although my time lines have changed quite dramatically!

Look at the facts and understand the thoughts of those outside, looking in.
It’s not what you think (you’re invested both financially and emotionally) that counts now, it’s what those potential investors think.
On that basis, I’m holding for big rewards.

You should never ignore any potential scenario, but my view is that it will come good with a resolution. That’s my belief, yours may be different - but everyone should be comfortable with their own strategy. I don’t look for the rainbow chasers for leadership, I look at the facts and try and understand the sentiment. What I feel is irrelevant, you have to try and understand what the uninvested are feeling - that’s why undiluted, unchallenged positivity is actually a big investment negative, it blinds you.
Be patient, this story has only just started.

*meant to say THE RNS could drop tomorrow....

Naewise, it was the DHSC dispute that came out the blue and dropped the SP, it’ll be the resolution that takes it back up. Like it or not, there is no current financial certainty, once there is it will go up.
What we need is new investors piling in. Now be honest with yourself. If you weren’t already invested, would you be queuing up to buy when we’re in dispute with our biggest customer and there’s a (slim) possibility of a large repayment?
Everything, but everything else is in our favour, but until the elephant in the room is dealt with there will be no huge gains made. I totally believe that it will happen, but we need to understand what is happening and how the market is viewing this. Expecting huge profits with every RNS that comes out is delusional, what we need is THE RNS.
Sorry folks, needs saying and some people need to take a reality pill.
That said, it could drop tomorrow....but patience is required. Those that remain patient and keep their feet on the ground will be rewarded. Very handsomely, IMO.
DYOR.

Could I also make a further observation? We need to stop this silly tribal loyalty nonsense when anyone says anything about a ‘competitor’....
Firstly, lot’s of people on here have sensibly spread their investment, so comparison is healthy. If you’ve only invested on one stock, you might want to revisit your strategy! It’s wrong.
Most importantly though, NCYT ain’t operating in a commercial ‘bubble’ without competition. So why on earth would you want to do your investment research within a knowledge bubble?
It simply makes zero sense.

At last, a realistic and simple summary. So easy to get sucked along with irresponsible ramping on here - shorts in a panic, next stop the moon nonsense.
I’m in here heavily and underwater, but sitting this out as this is a great company in the making. However, the idea that one RNS, that simply backs up what we’d been told in a previous RNS, was going to result in a major uplift was simply a non-starter.
Unfortunately, there is only one RNS that will see this fire upwards, and that is a fair DHSC resolution, simple as that.
It’s great news for us mid term and may prove to be a testing ‘game changer’, but on it’s own it isn’t an SP changer.....

Truth of the matter is that the market is now only interested in a DHSC resolution and hard numbers. The RNS is great, but most of it was expected. Slightly disappointed that we didn’t get confirmation of our partner and that the saliva test doesn’t appear to be ready to roll yet.
It’s great news looking forward, but will only result in a mild uplift IMO, it certainly hasn’t got shorters in a panic. Another great step forward, it’ll fly on resolution news. That is needed.

Chill. In danger of talking this to death.
DYOR, don’t rely on the thoughts of strangers who spend all weekend on a chat board!
Genuine investors are rarely 100% positive, nor 100% negative. Good investors actually listen to both sides of an argument. Those that don’t usually have an agenda of their own.
It’s nice outside, enjoy.....

Agree. Have a beer and watch the football - far better chance of guessing the result of that than the DHSC dispute! We don’t know any of the detail required to offer a valid prediction, so let’s stop pretending we do....