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A valid view point Jimboooo, but I really can't see any foundation to dismissing a T/O outright. It's a cut throat market they're in. They're relatively small, cash rich, debt free etc etc, so they are what would normally be seen as prime T/O material. Anything could happen.

Usain, agreed. It'll happen soon, or not at all.
But it remains a distinct possibility. To think otherwise is to be slightly naïve.

Would love to be party to the 'behind closed doors' conversations that will certainly have been happening.
Cash rich, debt free, huge potential. In this situation, they must be looking to invest to grow or to grow through acquisition. The alternative is being acquired.
The longer the wait for any news, the more I think the news will be big.
I appreciate some on here strongly disagree, but NCYT is a prime T/O target. We'll see....

France nudging up. FOMO.....

Agree SH, it's just adding to the intrigue.....
Might see an element of FOMO buying later this afternoon, if nothing lands. Patience required.....it'll land when it lands.

Perfectly understandable profit taking from some before we break through the £3 barrier, without any news.
The calm before the storm....

Bit of a lull in proceedings, but not disheartened.
Strong start on the back of no news, especially the volume going through.
The longer the delay in any form of news, the more intriguing it gets....patience needed here.

Both Paris and London drawing breath at just under the £3 mark. Still see that being a barrier, but if it can break through that and settle without any news, I'd see that as very promising. If good news comes in when it's already sitting at a £3+ level, that would be a great launch position. Hoping for a good day today, all the signs are there....

Surprising, thought £3 would take longer than that. People cancelled sales orders they had previously put in at that level? Promising.

£3 is going to be a big barrier for this, it'll take volume to push through that. let's see....

Paris started strong, c. 3.28 euros....good sign.

There's nothing to say that there will be a sales RNS, but they have been pretty consistent over the past few months. So, here we are on the 6th and nothing has landed yet. I like this, as it suggests to me that this RNS (when it eventually arrives) will be so much more than a sales update. Partnerships, TOs, New Products all possibilities. Personally, even though some on here simply dismiss the idea, I genuinely feel that this company has a TO written all over it, perhaps by a UK suitor.
I could be wrong, but I could be right and it's making this an exciting investment.
DYOR and good luck folks....

Excellent find B2, just goes to show that these acquisitions are a reality, right now.
So people, who do you think has been casting an eye over (and talking to) NCYT? I'd want to buy the best....

Hi Usain, agree with you, bar one point. I don't think it would depend upon what slice of the pie we win from the government tender. Any suitor would know enough about NCTY right now to make an early bid. They know that they'd get a bigger slice themselves with NCYT on board and integrated. They know they'd have an opportunity to grab a bargain before that tender process runs it's course. My guesstimate of a billion was 'as it stands today'.
The landscape is changing daily, but these will not be discussions that are starting tomorrow - they could well be discussions that conclude next week, or the week after. They will have started long ago....

Usain, it is interesting - and also one of the reasons I got into NCYT a couple of months ago. Even if it stands on it's own, it has HUGE potential. However, as a possible acquisition (and let's be honest, it's walking around with a target on it's back!), it's a potential goldmine. A couple of the big boys have worked with them close enough not to worry about conditional targets to be met, not if they sniff a bargain.
Would bet my lovely bottle of 25 year Talisker (precious) that NCYT have been in such discussions. If they haven't, they should have been. But, given the way they've paid off debt etc, I'd guess they have been happy participants and rolled out the welcome mat.
Just my opinion.

The big boys will ALL have been looking at their options to meet growing market demand and secure future profits. That would obviously include acquisitions.
These discussions, as can be clearly seen from this, will have been ongoing for quite some time. NCYT will have been on everyone of their radars, especially now that it's starting to 'prove itself'. They are an absolute prime target for T/O and have almost been preening themselves for it - paying off debt, paying off mortgage, building distribution network, cash rich etc. It would be very naïve not to understand that a T/O of NCYT is a very real possibility.
If it were to happen, when would it be? Sooner the better for the buyer. Possibility to negotiate a relative bargain now, as opposed to full market value in 12-18 months.
How much? Difficult one, but I'd guess probably around a billion, right now.
These conversations will already be taking place.

Now tell me that T/O talks haven't been happening. Of course they have.....

Enough. My chops are ready!
Have a GREAT weekend. Monday awaits....

Very good, ouzo clever boy?!!

Vodka bout a takeover, possible?