Member Info for Soder

Reading that RNS makes me very positive for ncyt. For the dhsc to request repayment confirms they quite frankly the dhsc don’t have a ****ing clue what they are doing. Zero commercial acumen or common sense whatsoever.

If they dhsc pursued that repayment they would get laughed out of every court in the land. Did they just think omega were going to magic testing manufacture capacity from thin air. If they didn’t have it that is the dhsc a fault for given them the contract. They should have done more due diligence.

If this is the type of moronic behaviour we are coming up against with our dispute we should make sure they repay us every last penny including deferred interest and compensation.

Idiots.

My kids school decimated. I tested positive on LFT yesterday and pcr today. Dont have a single symptom.

Just boosted it ts full year guidance

Even if ncyt are not selling more product (unlikely) what it does do is give all the companies in the industry a warchest for consolidation and acquisitions.

Ncyt has a HUGE suite of products. What it probably lacks is global distribution. Those non covid products will be very attractive and useful for someone with a bigger exiting distribution footprint.

Give me a time in history when NHS stuff have not been declaring they are exhausted and burnt out.

Investec. Buy. 585p target
Jefferies. Buy. 500p target.
Stifel. Buy. 630p target.
Barclays. Buy. 625p target.

Morgan Stanley. Confirm overweight rating and 545p price target. .

You know the requirement of PCR for travel started last week right? Show me a company in time that upgraded earnings after one week of boosted sales please.

Deos you are the single most simple person on this board. Not malicious. Not aggressive. But just not that smart. You are completely out of your depth. You have no clue what you are doing tonight never mind tomorrow. Why on earth would you think anyone would listen to a word you see with regards to trading and investment? I would get more sense from my 3 year old.

The refiancing of the existing cap stack is a given. You can’t complete an acquisition this big (relatively) and leave your existing debt stack in place. It’s just not possible given the likely cross guarantees, covenants, cross default clauses etc across the group.

Was always going to be a refi alongside the deal and this just confirms it. Nice find.

Do you think you may have answered your own question there poidster. You ask why they reacting differently to this variant when the data is mixed at best. But then you advise the remaining unvaccinated to go get jabs, the vaccinated to get a booster and for us to wear masks in public places. Not to be pedantic as I loathe this government but you also then say “do what you think is right for you”. Then you say the governments message is confusing? Er ok.

I am not anti vax or especially anti anything. I am fully vaccinated with my booster jab booked for 2 weeks. But is there a possibility the omicron hysteria is there to help the European nations in particular force mandatory vaccination programs on its citizens as the take up has been slow?

As I stated, I am vaccinated and that’s my choice. I am pro choice. To say I am against a government being able to force medical intervention on a persons body would be a mild understatement. So I agree with you comment re people doing what they want. It’s is frightening how many people seem ok with forced vaccination.

If I had a pound for every rapid test that was meant to
Come and never does I would be a wealthy man

She is morphing into jabba the hutt

https://www.investopedia.com/terms/i/income-smoothing.asp

You don’t delay the orders. You delay the pnl from them in this years accounts! Save some for later Augustus.

If they were going to deviate much from guidance we would know by now. However, given the summer pcr for travel boost I would think that if they are smart they will delay any recent orders and book them as 2022 revenues.

Also lots of tenders in the EU at the moment for pcr machines and tests with deadlines over the next 2 weeks. Germany is one of our biggest markets and a few there. Maybe some love from that mkt. fingers crossed.

The main thing though is obviously a dhsc resolution. I am hopeful that happens pre Xmas. Why? Year end is also a big thing for the dhsc and budgets. They will want to draw a line under it as much as we will.

And for me, the new ceo is a marketing guy. An all bells all whistles puns the drum and get out there. The only bky reason for his silence is something is going on. I have no idea what that may be, them buying someone, someone buying them, dhsc negotiation. I dont know. But there is no way that silence would be happening unless there is news coming.

The boost from omicron is not a 2021 event really. It’s December now. What is crucial here and why the re rate will happen is the fact the market assumed covid was over and ncyt was trading as if our sales would fall from 100m to 10m next year. Now IMO that’s not the case and the mkt will wake up to that. Clearly q1 will remain elevated for testing but more importantly we can see that testing for Co if will be with us for a while. It won’t fall away as there will be other variants. They will need to track it for years. And you do that via testing.

Thanks n the short term, omincron Imoact will be 2022 sales. But longer term it will be a realisation that those q machines in hospitals will be doing covid tests for many many years. They won’t just stop as case level fall. Re 2022 guidance, none has been given so they don’t need to flag anything to the market. I doubt any guidance will be given until mid next year as you can’t forecast a pandemic .

https://docs.londonstockexchange.com/sites/default/files/documents/AIM%20Rules%20for%20Companies%20%2801012021%29_1.pdf

Rule 11

11. An AIM company must issue notification without delay of any new developments which are not public knowledge which, if made public, would be likely to lead to a significant movement in the price of its AIM securities. By way of example, this may include matters concerning a change in:
— its financial condition;
— its sphere of activity;
— the performance of its business; or
— its expectation of its performance.

They are not obliged they are legally bound to update the market if the performance of the biz deviates from the communicated guidance to an extent would have a meaningful impact on SP. That is both out and under performance.

They are the listing rules.

Also there is no way, and I mean NO WAY that the deal structure will not include a refi of the existing debt. No possible. That is just more gravy.

Ignore above. I didn’t use fx on the share price. Take current gbp usd and at 15p you get ev ebitda 3.4x. Still. Mine. Mine.

At 20p. 3.7x
At 40p. 5.3x
At 50p. 6x.