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It's got to come to a head at some point John. Now would make sense for both parties.
Definitely something BIG brewing here, and I've thought it has been for many weeks....IMO

I could be wide of the mark, but this is my own seven day projection.
AZN to be awarded a £500M+ PHE contract, with NCYT supplying all the tests.
When award is made public, NCYT and AZN also announce either:
a. A major official collaboration that looks well beyond the current Covid situation. SP to c.£6
b. AZN buys out NCYT entirely, for c.£15 per share
Putting myself out there to be shot down, but I do believe we're very close to something along these lines.
HOLD. DYOR.

Takeover House

Dylan to choose his own bedtime tonight if we close at £3.35, or over?
Makes sense to me.....

A wee tree shake before the close, wouldn't be surprised if we move up into the close.
Tender news?
Take over news?
Sales results?
US news?
Re-rate in progress?
Too much on the table. FOMO.
HOLD. DYOR.

Bungle66, you stay put please. Love your input.

I'm not a particular fan of SP3, but I am a fan of free speech and diverse opinion.
If you don't like it, don't read it. But let's nor try and censor the board, that's counter-productive.

All for free speech - AND ALL IN CAPITALS PLEASE, SHAREHUNTER3!!

Only one tiny award today, £130K for an opinion survey.
Are the big ones yet to drop? Hopefully a huge AZN award that's supported fully by NCYT.
If that comes in, we'll fly.....

No let up on the MMs demand for shares.
Offered to buy 47,000 in one hit, @ £3.37!! That's nearly £160K in one hit.
They need shares and they must have buyers. Bodes well....
HOLD. DYOR.

Demand for shares growing still....
They'd buy 44,000 in one hit, @ £3.235
Could be an interesting afternoon!!
HOLD. DYOR.

Usain, appreciate that TO chat is based on 'educated' speculation, but if we refused to talk about anything that wasn't underpinned by fact, we'd have a very quiet board at present. NCYT being very quiet at present, with the exception of the odd tweet. The idea of a TO by AZN is realistic and, in such situations, you'll not see the facts until it's done. The indicators are there though and, as investors, I don't think they should be ignored. Please just ignore any TO threads that pop up.

Demand from MMs is now growing, they're looking for shares to buy....
They'd take 43,500 in one hit, @£3.1725
They've been pulling it back this morning, but it's turning north IMO.
HOLD. DYOR.

Harts, thanks for your viewpoint. Not sure what you do within AZN, are you giving us an informed BOD company viewpoint, or a personal employee one? It's really not fantasising, it's just looking at clear and present business indicators.

ElGringo, we're in the same ballpark.
At the start of these sort of scenarios, the obvious stance to take is 'why would they?'
When circumstances develop as they have, your stance has to change to 'why wouldn't they?'
That's where my thought process is currently. It makes perfect sense for AZN. They need to strengthen their diagnostics capability, they're already deeply entwined with NCYT and they've just raised £3B through bonds.
Obviously not that simple, but this one ain't rocket science to predict....IMO!!

Value? Got to be over £1B for a quick, clean sale which would mean £14+ SP.

Troublesome, when I first raised this a few weeks back, I was seeing it as a 30% possibility. After everything I've seen unfold since, I'd say it's now a 60%+ probability. If it's going to happen, will happen very soon. The ground work discussions will all have been done and dusted by now. Just my opinion (that I know many disagreed with at the time), but it's now heading strongly in this direction.

Trendz, been watching that and asking the same question.
The big picture is what I'm interested here. AZN take over now moved from a strong possibility to a clear probability IMO. It makes perfect sense for them to make a move and I think they will have.

Agree Crabtree, given the depth of involvement, there is no way that discussions haven't taken place. NCYT may well want to stay independent, but I believe that AZN will want them in house and put forward a deal. If so, we will not be at the start of the process, we'll be into the end game already.

Either way, huge news to be confirmed shortly, VERY promising.
I was a big advocate of AZ buying out NCYT a couple of months ago and can see that as a distinct possibility now. It has to have been discussed. Maybe even a probability. We'll see....