Member Info for RBMInvest

I'm very optimistic when looking at this situation, but this does depend upon a strengthening of links between Novacyt and Optigene.
If no such links exist, or have not been developed by GM into a commercial partnership of some form, then we could well have an issue. However, I cannot imagine that the relationship hasn't been developed given NCYT's involvement in early testing. Couple that with the clear fact that Optigene simply do not have the resources to ramp up production or distribution. Step in NCYT. Personally, I hope NCYT have simply bought them out and given the owners a wedge of shares in NCYT. Clean, simple, everyone is a winner. At the very least, I hope NCYT has signed a watertight manufacturing and distribution agreement with them. The two products, together with NCYT's reputation, would make a very strong market offering.
I also find it inconceivable that NCYT employees (including the CEO!) would support a competitor's product development via social media. That's more like the action of a supportive, yet still back stage, partner to me.
As for AVCT's 'spit and tell' test, well let's see if they actually can produce it first, not a great track record thus far. For the sake of us all (investor's hat to one side), I hope they have done it in order to fight this bloody virus. However, the testing market is ENORMOUS and the world will need every accurate test, from every trusted supplier, in order to meet the demand, so no great panic on NCYT's part. I also doubt that NCYT have been naïve enough not to have been developing their own, simpler, user friendly solution. Their track record is somewhat better.
Hoping we'll find out more early next week, but I'm quite excited by developments yesterday. Could be (just part of) the 'big play that I keep boring people with. Definitely something BIG happening here.
A strong HOLD for me.

Saintsmith, that's how I'm reading it too. Could be a game changer. Marriage made in heaven.
Anyone got any closer connections between the two, beyond support in testing?

Nail on the head, Kaeren. Loads going on behind the scenes here, all the indicators pointing to something BIG on the way.
In the meantime, they still have to communicate better.
Gotta be a strong HOLD for me.

MBB, agree there. Huge potential and a really BIG play has just become all the more likely.
A return of Friday FOMO will be seen today too.
Time to top up and HOLD.

What a difference a day makes....you can feel the sentiment changing!
Big boys will be all over NCYT like a rash now. Not only the go to, gold standard and proven test, but our domestic market has just had rocket booster put under it by the PM. US market huge and growing. It ain't going away.
Proven player and no debt. Why wouldn't you want to bring it in-house.
BIG play coming.

Yep, set for a wee lift here.
HOLD

We'll get a VERY special dividend when they're snapped up, or when they announce a major joint venture.
Something BIG brewing here.....

Why would they, don't really understand the reasoning?

Agreed, sentiment is on the turn. It had to, Covid looks like being a stubborn wee bugger....
Big things coming.

Thermofisher increases their bid to takeover Qiagen.
Which big pharma acquisition depts have been looking over NCYT? Quite a few, I'd guess.
Of those, who will make the first move as the Covid market appears to be growing and extending longer term?
Or has that first move already been made?
NCYT is a perfect target. For me, all indicators point to a BIG play coming soon.
Interesting times....

Still convinced there is a BIG play afoot though, time will tell...

Nope, was here say from a private chat group.

Hope it goes well for you today, good luck.

NCYT markets confirmed as growing with huge test spends planned.
Possibly one competitor less to worry about for the UK tenders.
You'd like to think we'll see a wee rise today.....and set up a solid base camp in the 300s.
HOLD for me.

....and put the boot in by highlighting that NCYT's test is fully CE certified, unlike the Randox test that was given the contract in the first place.

Definitely something big going on behind the scenes. I'm expecting something fundamental to be announced.
Long hold for me.

Great minds Deas, I mentioned yesterday that any perceived shortfall in June had to be related to the US. Might be the way they're accounting for it (impressed stock?), or maybe they have a new agreement with a different party and we 'lost' a few weeks sales. It'll all come out in the wash, but we haven't got anywhere near to a clear picture of the US situation.

Were the June figures slightly behind some peoples expectations because we haven't started selling bulk tests in the US yet? Was this delay due to a last minute change in partner? Need more info and numbers on this. NCYT told me that the new global strategic partner was confidential and couldn't even tell me when the name would likely be released. Very intriguing.

It's got to be bigger than a standard distribution agreement, or deeper. It would be in both parties best interests to get it out there asap. Hence why I'm questioning 'global strategic partner'. That is not the wording you'd use to describe a US distributor. They do say that they'll concentrate on US initially, but why describe them as a global strategic partner?
I'm leaning more towards a very meaningful joint venture now, rather than an outright take over. NDA until the details are finalised? Either way, I'm absolutely convinced that something BIG is brewing here....

Anyone got answers to these questions? Answers on a postcard please....