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Good, solid advice guys.
There’s no getting away from it, yesterday was not a pleasant experience and it has thrown up some issues.
Many on here got it wrong, myself included, to varying degrees. I’d expected £350M, hoped for £400+......, but the big disappointment for me was the tone of the message. Whilst not negative, it hardly sold us a positive outlook. However, the fundamentals remain strong and the cash at hand offers NCYT many, many options. I’m excited by that, but less so with the lack of vision offered.
I’ve always been in this one for the long haul, so I held and actually topped up on the drop. However, I’m not expecting a sudden rebound, just a consolidation until more clarity is forthcoming on next phase negotiations on phase 1 extension and phase 2 uptake.
That leads us to communication. It’s not that the message was inaccurate, or indeed negative. It was just lacking any vision, or positive outlook. That’s what the market wanted to see and it simply didn’t get it. So, with the company going through massive growth, the one glaring weakness in their recruitment drive this far is in PR. NCYT are in a very strong position, but they’ve proven incapable of communicating this to potential investors effectively. I think yesterday’s carnage proved this, once and for all. Time to rectify this urgently.
For what it’s worth, I agree with previous advice below, it’s a time to stay calm and trust in the company to do the right thing with the finances now in their control. They’ve proven themselves eminently capable of this over the past year. However, I for one, would like to see communication addressed right now.
It’s still a long term hold for me, but they’re playing a different game to the one they excelled in last year. This one requires a clearly communicated, positive
and deliverable vision.
Good luck all, Monday’s going to be very interesting with regards ongoing sentiment.....

Agree entirely Porky, this is a strong hold, all day long. BR would have sold far more if they knew something negative, not held at 3%. Just a fund adjustment.

Panning out!
To come.
Fat fingers!!

Planning out as I’d hoped. A nice rise into results. Sitting on a 24hr profit of £50K, but I ain’t selling a bean, if I’m reading this right then there’s another 50% co come this month. Potential of 100% by year end.
Patience and discipline needed to get the most out of this share. GLA.

Hi Porky
In general, I can agree with a lot you’re saying. It can be frustrating - and we are actually speculating as to why we’re having to speculate! However, there may be sound reasons for the relative quiet. If they’re selling all they can produce, do they really want to shout about it and be seen as Covid profiteers? Are NDAs in place that forbid public disclosure? I just don’t know, but what I do know is that the fundamentals appear to be strong and the great research done would suggest that results will be strong.
Personally, I think there will be a good reason for the relative quiet. We may never know, but I’m comfortable enough with how the BOD has steered the company over the past year to trust in them.
As you say, not long to wait. If I’m calling this correctly, it could be worth the current frustration.

Been away from this BB for a few weeks, but the SP is actually behaving as I’d expected. This can prove frustrating if you’ve convinced yourself that you were going to be a millionaire by Christmas, but that was never going to happen. The numbers will produce the big jump in SP and we all know that’ll be late Jan. Those that haven’t got their heads around that are not only playing the wrong game, they’re also playing it with the wrong ball!
As far as results are concerned, I’m expecting somewhere between £350M and £390M, but hoping for £400M+

If this is true, it's absolutely appalling. I sincerely hope that the French stand firm on PCR, not for NCYT financial gains, but purely with a view of doing the right thing and solving the problem. You couldn't make it up....

Frustrating isn't it? Watching governments arguing over matters when there's a simple Anglo/French solution sitting there, ready to deliver the best PCR tests, on-site in 90 mins. If VersaLab isn't seen as the answer here, then the much vaunted relationship we have with UKGov ain't all it's cracked up to be.....here's hoping.

DC, You don't have to send items back to labs, that's the whole point of VersaLab!

Trilla, I certailnly wasn't suggesting just 'pitching up'. If we really e have an in with the UKGov, let's just test it and deliver the goods for all to see on a global stage.
You simply couldn't buy PR like that.

Simple idea. Low cost, huge international exposure.
https://twitter.com/rbmackerron/status/1341320797697282050?s=20

Hi Kaeren. Yep, investors don't come much bigger than that. Got a gut feeling that either they are adding more, or there's another big boy outfit loading up now. If not, I would have expected quite a bigger uptick after that RNS. Definitely something brewing at the moment. Happy to hold and let it unfold.....

Now add Blackrock's huge endorsement to all that and my confidence in NCYT just doubled.
Great long term hold, keep your tickets....

Now, that's a very sizeable investment from a very serious investor. Huge vote of confidence - they don't invest like that without being very sure that an SP is going upwards at some point....

It's been a turbulent ride, but some good positives being seen now.
Every bit of 'bad' news is seeing a lesser negative SP reaction, probably partly due to long term institutional money gradually replacing nervous private money. The fundamentals haven't changed much and we're sitting in a holding pattern until the next news. Could be a tender award any time, an acquisition or TO bid at any time, or could be the financials in Jan. Whichever, I'm now sitting confident that 'bad' news is (relatively) priced in - we know about vaccines, we know that the UK Gov are following the wrong, cheaper route with LFTs in vulnerable areas and we know the Covid opportunity won't last forever (although some are mightily wrong about it drying up any time soon!).
We're in a good position, just need to be patient and trust the team we've invested in. Simples.

A very interesting read, suggest we all have a look through this.
Relatively turbulent times at present, but I am clear in my thoughts that the BOD are following a very clever path that will raise NCYT above and beyond the perception of being a mere 'covid stock'. Once that perception changes and the revenue streams are understood, this will re-rate quickly. The big question is when that perception will change.
We really shouldn't overlook the distinct possibility that NCYT will be snapped up in the very near future, the 'big boys' will be well aware of how they are positioning themselves, well before the market grasps it....

I like this. Covering all bases, not overly reliant on further UKGov contracts, ability to diversify testing in future. Clever move.

Hamster, this one ain't rocket science - three days in a row, three separate directors and all after a wee bounce and when they could have bought cheaper. Definitely something BIG on the horizon, just got to be. A waiting game now, but not selling a thing until I see what it is.
Monumental sales? New LFT? Acquisition? Take over? Exciting times....

All over twitter and social media. Gut feeling says there's something big brewing here.

Interesting. Three directors, three days in a row - all on a rising SP....
You'd almost think they knew something! lol