Member Info for Retireby40

This is depressing! Here for the long haul so gonna ignore this and concentrate on my other investments. This is death by a thousand cuts (if you obsess with looking at the trades and subsequent falls).

Hopefully positive news but far off, all momentum lost since the share price sale (which was tiny as a % of their holding).

Laters folks.

To be fair they didn’t deny the speed of the test just that one had not failed so I guess it was positive.

I’d like to be at a higher base here before more positive news drops.

Bit of a damp squib at AVCT. I hold there too but I think the RNS confirms a lot of the speculation but denied its saliva based test had failed. An interesting day ahead!

Let’s hope we have have another blue day here as I’m not liking having one foot in the 20s. We were some 20% higher not long ago. Come on DVRG wake up.

Didn’t mean to paste the list below.

It’s positive raising for growth regardless but more so when most is taken by institutions and more importantly not at a discount (unless a small discount from a 52 week high).

We have a compelling proposition so should we need to raise I can’t see it being discounted as the growth here and potential is massive.

I don’t expect us to but if we did for manufacturing etc it’s a positive so no need for mates rates as it were.

My money’s on skintrustclub followed by positive test results and large PD orders and BT will have to jump through more hurdles. An exciting few weeks ahead.

A big contract win could drop at any time and although we have £1.5m in cash (from debt facility) and have access to another £1.5m so £3m if we wanna continue accelerating growth a raise isn’t necessarily out of the question as you’d want to do when not desperate as it were. That said in the unlikely event one is needed I’d hope they’d have backers who would take the placing and without a discount so it would be a positive.

Anyway my order excluding the above would be -

Skintrustclub, phase 3 results for both but PD coming to market a lot more quickly than BT and before H2 one of those multimillion £ contracts to drop!

1: MicrotoxBT results
2: MicrotoxPD results
3: Skin trust club news
4:Waterising update
5: Big contract win
6: Placing (had to put it for a fair view)
7: In house scanners

The gov might be looking at it but we’ve only ever heard them talk about LFTs. Hopefully once we’ve completed phase 3 testing that’ll change.

VanV, top notch and couldn’t agree more.

Peas out.

No worries Deas I think NCYT a super co and I should’ve held longer for sure. Wasn’t coming on here with an agenda just purely highlighting why LTFs can help get society up and running and yeah in conjunction with LFTs. But rather than PCR being first port of call if AVCT is That much better than Innova’s I imagine that will be used first.

Beyond Covid the diagnostics space now massive and NCYT a leader and will continue to innovate and lead.

There are plenty of papers re the usual Covid cycle of incubation period, infectious period, still shedding virus etc.

Anyway, football focus on and then lunch.

Cheers all

Fair points VanV. I’ll leave you to it and given how innovative NCYT is they’ll be fine regardless. Have a good weekend all.

You are a touchy lot. Where did I say PCR is finished? I didn’t. A healthy BB is one with differing views not just happy clappers. The share price action suggests PCR testing has peaked as does the gov figures. More crappy LFTs are used than PCR so I suspect if a much more accurate test and sovereign is available the trend will continue.

Have a good weekend all and I’m not wishing NCYT share price continues to fall it doesn’t matter but was giving a view on LFTs and accuracy/infectious.

Deas999 it’s a dissuasion board you numpty and Below are QUs of LFT accuracy so I’ve given a view.

I know NCYT well and was invested from £1 to £1.80 or so and sold too soon at £4.85 down to £3.85 but did very well and wish NCYT well. I actually grew up in camberley and am really pleased they’re doing so well.

Oh and which part of my post was inaccurate?

The idea of LFTs is mass screening so the infectious are identified. They may miss on some who carry the virus but with very low viral load and are not infectious so can get society up and running.

I’m not holding here but you can show as positive in the gold standard PCR tests for a long period when not infectious so not as ideal.

Not a dermal just a fact. PCRs will be used to confirm cases but surely their peak has been and gone.

https://www.adexchanger.com/adexchanger-talks/how-agencies-grappled-with-programmatic-with-stephan-beringer/

25 mins in and worth a listen.

If you’re invested 2seabass you should really read the RNSs and if you do read them a few times.

In fact if we work off Q4 revs it’d be £9.6m FY & we already have a £3.6m MWG order so £13.2m, then we have new business from both labskin & MWG to add. Also we have 2 multi-million £ projects we’re pitching for but even without them I’d wager we’re nearer to £20m than £15m!

https://twitter.com/gjbrandon/status/1362695070034624541?s=21

Surely we can see the momentum from H1 to H2 and thst continues. So £3.4m H2 2020 and if we modestly double that it’s £6.8m and that’s with no growth and we add the £3.6m in MWG orders we’re already beyond guidance. Now add more labskin revenue (we’ll win more business), more MWG revenue from the US, EU etc and skintrustclub we’ll surely be nearer to £20m revenues than £10m and that’s not even thinking about BT or indeed any of the large multimillion £ projects we’re in discussions over. Huge upside.

HelloSanDIego-

https://www.skintrustclub.com/

So there are some with deep pockets happy to mop up shares, good to see. Impatient investors selling whilst someone is happy to mop up and at this market cap if you have the means it’s silly not to. Massive disconnect with the market cap and company. £3.6m in MWG orders, £2.4m Q4 2020 revenues against £1m H1 2020 so it’s clear the growth is continuing and £10m guidance will hopefully be smashed.

I’m partial to a moan and more so recently but I keep reminding myself why I’ve invested and the fundamentals are stronger than ever.

I’m not wishing ill of MSYS but will only buy if it goes to placing price. I hope it does well as that should mean our collaboration doing well. MWG actually went to below its placing price for a bit.

Sometimes I think if placings are so massively oversubscribed it means the deal is too good and existing holders getting a raw deal. A fine line I guess.

Anyway, now the CBD bandwagon is rolling again hopefully we’re able to exploit any opportunities there are for us.

I actually hope MSYS slips to 0.1p or below, then I might buy some.