Member Info for RBMInvest

It’s hotting up nicely, isn’t it....
Big question is are all these funds building for themselves, or are some helping to build a position for a third party? Time will tell, but lots of games being played below the surface at the moment.
Try to remember you’re well invested. A TO would result in a good, and relatively stress free, profit for all holders. No TO and a reversion to fundamentals will see a potentially higher return, but not before further concrete news re contracts, revenue and future plans being made clear. Either way, NCYT are positioned well, if I’m reading this correctly....not always the case!
DYOR and have FUN!!

I know it’s not always a reliable indicator, but nice to see the Bourse’s theoretical opening at 8.60euros. Small gains today, thus far without news, would be welcome....

You couldn’t make it up.....

BRod
I never stated that a TO was my preferred option, I said I was comfortable either way - I’m certainly not ramping to try and make it happen, ain’t naive enough to think BB chat makes the slightest difference!!
The big boys will be looking - for the very same reasons your invested yourself, plus operational ‘wants’. Never said it was going to happen, but to dismiss the idea given what we see in front of us would be daft. Saying it will happen (which I have not) is no more educated a guess than saying it will not. It remains a distinct possibility, given the evidence (much of it circumstantial) in front of us.
As for France blocking it, don’t see that as being an issue as long as supply is guaranteed (even though they don’t buy from NCYT and appear to ignore it!!).
As stated previously, my preferred option would be a big contract win, SP up to £12 and THEN negotiate a TO. However, the idea that you can pick and choose when (or if) you are to be the subject of a TO is farcical.
I am not saying it will happen, just that we should not be surprised if it does.
Have FUN

BRod, not a short term holder, been in nearly 12 months. As for wanting a return, of course that’s a yes.. Why are you invested, if not for a return?
Feel free to disregard the signals in front of you, but just ignoring the possibility of a TO just because it’s not your preferred option could maybe be a bit naive.
Best to look at all scenarios and plan accordingly.

Add4you
Agree the RNS wording referred to NCYT’s potential M&As, but it’s impossible to predict an incoming TO. Not sure of your point?

Agreed Soder, that’s a dangerous game to play. Speculation is one thing, but saying TO is inbound quite another....

Agreed Soder, but I’m not proffering anything as fact, just an opinion that it’s a distinct possibility now and I don’t think we should hide from that. Comfortable either way, I think we’re in a strong position.
Would welcome other investors thoughts though....

Agree Trouble, a bit of fun is to be welcomed at present, as long as you don’t mind being shot down for voicing an opinion! I don’t, so I’m happy enough to voice mine - the position we’re in and the signals the market are giving do suggest TO. No debt, cash, relative radio silence, great potential and an SP held down looks like a perfect storm to me. The big boys have departments dedicated to such manoeuvres, so we’ll definitely have been studied for TO.

Lot’s of talk last night about the possibility of a TO and some articles that may suggest this. My thoughts, for what they’re worth...
NCYT will have been on the big boys’ M&A radars for months now, there is no doubt about that. Whether we’d be a fit for any of these guys, well that’s a tricky one to predict. The articles are correct - as we stand right now we do look like a business about to be swallowed whole. The company’s communication has been somewhat erratic and the market’s reaction to the business even more so. Pretty textbook symptoms.
So why am I calm about it? Because I can’t really lose. If we are bought out, we should see a sale SP of above ATHs and a quick, easy exit with reasonable profit.
If the signals are false and we are not a TO target, then I revert to fundamentals and research - this company has huge potential as an independent. The profit potential is far higher, but it could come at the cost of losing what little hair I have left - it will not be a smooth journey.
For what it’s worth, I think the odds are now slightly in favour of a TO, but I’m relatively comfortable either way. There are definitely big games being played at present, that’s plainly obvious to anyone who’s not led too sheltered a life....
Ideal scenario would be a quick restate after a new contract landing, then negotiations on TO based on an uplift based on that higher figure, but you rarely get exactly what you want in this game....
Have FUN!

....too sheltered a life.

NCYT will have been on the big boys’ M&A radars for months now, there is no doubt about that. Whether we’d be a fit for any of these guys, well that’s a tricky one to predict. The articles are correct - as we stand right now we do look like a business about to be swallowed whole. The company’s communication has been somewhat erratic and the market’s reaction to the business even more so. Pretty textbook symptoms.
So why am I calm about it? Because I can’t really lose. If we are bought out, we should see a sale SP of above ATHs and a quick, easy exit with reasonable profit.
If the signals are false and we are not a TO target, then I revert to fundamentals and research - this company has huge potential as an independent. The profit potential is far higher, but it could come at the cost of losing what little hair I have left - it will not be a smooth journey.
For what it’s worth, I think the odds are now slightly in favour of a TO, but I’m relatively comfortable either way. There are definitely big games being played at present, that’s plainly obvious to anyone who’s not led sheltered a life....

Opening currently slightly up this morning. Not always a reliable indicator, but it’s been negative most days recently, so could we see a wee bounce upwards today? Hopefully.

I can agree with that Troublesome, just that a few of the scenes looked a bit ‘Fred in a shed’. Not picking though, the fact that they’ve done something proactive is warmly welcomed!
Looks like they are starting to listen to constructive criticism , which is promising too.....

*No hype here*

Cheers Porky, much appreciated summary. Timing of the Horizon programme couldn’t be better for us, especially with the webinar today. We’re manoeuvring ourselves into a VERY promising position....

Very pleased to see NCYT being proactive with a bit of PR, my only observation being that the visuals didn’t make the company ‘look big’. The basic message is strong though, especially the reference to shipping to 150 nations - how some of our so called competitors would love to be able to say that!! Be hype here, just a solid and innovative business actually delivering solid and innovative solutions. Good.
Looking forward to the webinar, which should see us subtly positioning ourselves at the heart of a rapidly expanding sequencing infrastructure. It’s panning out well, the SP will be moving back up very soon.
Happy days ahead....

Robinson, you’re reading me mind.
Excellent positioning by NCYT, very impressive.
We’re chasing a far bigger prize than just low profit LFTs. They have their place, but they don’t give you a seat at the top table....

Well said Brent.....

Some derampers just don’t understand how to be subtle, do they. Deluded and not very good at their job!
Seems to be steadying a bit, expecting a (slow) rise into the afternoon. That said, today’s market anything but predictable!
Remember why you put your money in, don’t take it out if nothing fundamental has changed. The company is very well positioned, the market just ain’t clocked it. I’m holding long.