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Usain, the big boys wouldn't buy based on jam tomorrow RNSs, they'd need to see proof and ensure that the company could actually go to market and generate cash. NCYT are the first to do just that. Plus they tick all the other boxes.
Prime targets after that RNS.

Kaeren, agreed. The more I study it, the more it makes sense. If you were in a big pharma's shoes at the moment, wouldn't you want NCYT? I would.
What has gone before were the qualifiers. Qualifiers are over and other Covid wannabes will now struggle. NCYT won the qualifiers. It's prize could well be that it gets eaten up pretty damn quickly....

Hi TI, it's becoming impossible to ignore and I think that RNS yesterday could be the thing that pushes something through. NCYT have proven they can deliver, but still have room to grow. Specialists, but innovators. Could be snapped up for relative pocket money by one of the big boys. Chances growing by the day, especially as you watch how the SP is being 'steered'.

Slightly disappointing reaction to a strong RNS yesterday.
The SP seems to be being controlled downward and with several chunky buys have gone through over the past few trading days. To me, this suggests either a sizeable position being taken (maybe by the new secret US partner), or an imminent move to take NCYT out completely. VERY rarely do you find a more likely candidate for T/O, simple as that.
First in their specific field. Good distribution network. Solid and wide relationships. Proven innovation to market. Healthy sales history from low base. Healthy order book. Further huge opportunities. Zero debt. Invested in stock. Millions in the bank. Millions more to come. Beaten other competitors to market. I could keep on going - but, as you can see, it basically ticks every box for any big player on the acquisition trail.
A take over is a clear and demonstrable possibility and it will come straight out of the blue.
That's when the true market value of the business will emerge.
HOLD for me....

DTOR, my personal opinion only.

Original post on this thread is well worth a watch - a graphic illustration of how US market could be a game changer.

Thanks Soupdragon, much appreciated.

That's genuinely scary.
Anyone know the relative number of daily tests being undertaken ie US versus EU? Are they doing massively more tests over there? If similar relative to population size, then they have a monumental disaster on their hands....

WOW.....just WOW!

Any idea when we'll find out who the global strategic tie up is with?

Now that it's proved itself to be far more than just another Covid wannabe, by actually generating cash and investing for the future, they will very much be on the radar for a buy out. All the more so since the SP hasn't shot up on the back of a very positive RNS. Anyone that may have been interested before have just received confirmation that NCYT a valid target.
Appreciate that some disagree on here, but NCYT is a prime target for TO. All boxes now ticked.

33, agreed, that's the important one for now. Bit concerned that people are stating all lines are open and running flat out, they're not. Blatant ramping. However, St Athen is producing well and hitting internal numbers already.

When was that documentary made? Most Gaydon productives are still on furlough.

That's big news gggg, more evidence that NCYT is beginning the stand alone from the wannabes.

Agree MOG, this RNS only heightens the possibility of TO or major collaboration, IMO. They now have a clear target on their back. A great buy for someone, but still only a possibility, not probability.

Great RNS - one that other Covid stocks would kill for.
Expecting a healthy and sustainable rise today.....
This says it all - not only great sales results that's generating hard cash, but a sound investment for the future - totally debt free, major alliance in US, cash in the bank and profits to roll in during H2. It's the proof of a viable business that the market has been waiting for.

Have to agree, it's all teed up for a T/O, although it remains a distinct possibility, not a probability. There is nothing in recent government legislation that ringfences NCYT, so this is a clear possibility.

Yep, been on there myself this morning as I have a few shares. Some people not too pleased and quite a few appear to be bailing out. Lots of navel gazing and soul searching going on....

LB28, why are you getting so emotive about things? I'm not criticising your family or suchlike, merely passing comment on a business that we both have shares in. When you get that emotional about protecting a paper investment, time to question that investment.

BBN
I don't see GDR as a direct competitor to NCYT, not anymore. One is an established player that is generating profits and in a prime position to take a large slice out of the current market and future markets.. The other is not. Hence why I've moved funds from one to the other. Simples.

Thanks LB28, very constructive. Please, let us hear your thoughts. Blind faith over bald facts. Boat missed.