Member Info for Soder

This stock is starting to really challenge. I have never owned anything like this that can just drop 20 percent of its value on nothing. The company need to consider if being listed on AIM is right for what they want to achieve. On a day that should be great publicity it’s actually It’s terrible publicity to see your stock slammed with no depth to the bid.

The prob is those shares are listed on AIM and thus a decent proportion of them are held by fast money, dream chasing morons who have absolutely no clue, or indeed view, of valuation of this biz. These number of shares are irrelevant when they are listed on nothing more than a casino.

You are comparing apples and dildos. The Cap stack entirely different due to the restructuring completed as part of the merger

Where does it say 12 month contract sorry?

It’s still available in their supply catalogue as of today.

There is no contract is there? it’s just available via from their supply division along with other companies tests too.

We dont need contracts to make sales.

We know unicef delivered 1.2m genesig tests to Ukraine in January.

https://www.unicef.org/ukraine/en/press-releases/world-bank-and-unicef-deliver-12-million-covid-19-pcr-tests-ukraine

We know unicef use our tests and they are available from their supply teams

https://www.unicef.org/supply/sites/unicef.org.supply/files/2020-08/Primer-Design-COVID-19-test_product-reference-note.pdf

But did we know that unicef are planning to distribute 5.6m tests around the world this year?

https://www.unicef.org.uk/donate/donate-and-help-save-lives/?gclid=EAIaIQobChMIk-i2ybKm8AIVDdTtCh3uSQ62EAAYASAAEgK4pvD_BwE

Avantor now supplying snpsig. Remember numbers had no snpsig sales.

https://uk.vwr.com/store/product/34203632/variant-of-concern-detection-kits-snpsig#order

I agree also with that. And we know that no will come when the report. So why you we care about the day to day, minute to Minute share price?

Unless you need the money, need to get rich quick etc what is the issue? It’s all just psychology. The sp is too low so if you have cash spare buy it. If not, no matter as will recover as fundamentals will eventually take over from this messy spiv day trader technical.

Personally I’m a fundamental research driven investor and expect this to multi bag from here over the years. I don’t do charts or day trading and I do take a long term view. If I wanted to punt and try get rich quick I go to the casino.

Re communication.,.. did you see the rns last week? What more do you want? Whether you like it or not companies don’t report minute by minute, daily, weekly, monthly sales data to the market.

Oh my Christ. This is why this stock trades where it does. A shareholder register of needy pantwetters that have no clue what they are doing.

So, our sales in q1 were 70 something million. We would only have to report Information that would have a material impact on share price. Hence, reporting some sales into India would not fall into that category unless it was a HUGE single order or contract that would be MATERIAL to our valuation. They reported that sale last year as itwas our biggest single order at the time. We are now much bigger so don’t comment on orders of a few million as they are irrelevant in isolation given our size, scale and diversification.

100 per cent.

Are you now winding me up? You know what an RNS is right? You can read right?

https://www.investegate.co.uk/novacyt-s-a-/rns/coronavirus-test-update/202003300700079622H/

Egypt is old news. Was may last year.

It’s an rns!!!! From last year. Do you want them to come round and read it for you too?!

Yes I know it’s 2020. Cos we have been selling there for 12+ months!!!! And we continue to do that as we are an approved testing have been for a year. If that customer bought stock last year when India was ok do you think maybe, just maybe, he may have gone back for more given India is now on its knees. Think about it.

This is the prob with AIM... it’s full of total morons. You can take a horse to water blah blah blah

Also LFT in India is essential. You cannot pcr test 1.4bn people. Does that mean they will now just use LFT? No!!! India did 1.9m tests yesterday. They need to be doing about 15-17 MILLION at least DAILY. I think that market is big enough for pcr and LFT do you?

You think maybe it’s very likely that customer may have picked up the phone and ordered more the last few weeks? Think hard.

Of course they will have. There is an existing sales relationship.

From RNS 30 March 2020. I repeat... 2020

Primerdesign received its largest single order to date of £1.4 million (€1.5 million) from a new customer in India following emergency use approval of the test on 26 March 2020.

You know we are already accepted in India right?

The prob is that people are losing interest here now and there doesn’t seem to be an institutional bid. We are literally in no mans land until we communicate what the dhsc dispute. At least then we can quantify the outcomes.

India have always come nitriles the price of tests as people have to pay and then claim back.