Member Info for sonicboomboy

100-125p

75-100p

50-75p

25-50p

Been watching for ages. Knew the line was at 25/26p. Could have been in around 23p a few times but happy to buy in today after news for 25.5p.

Looking forward to the ride.

I sold moat on the last run to 4.80 Chris. Should have seen them a but I was more of a derisk move.

None of us get it right all the time.e lease of all me but as I was hear from the pre £1 days I've done well bit not as well as I could have.

Hopefully EUA will make up for that.

GLA.

Harchris,

You have to change with the direction. What once looked positive is now bearish. What can you do, I don't control the markets

Sorry Kaeren - damn auto type.

Karen,

It's a long haul game now dependent on the new strategy, whatever that is and whenever they care to share.

The risk of profit not being in the ball park of expectation would not be for the first time either.

Too much risk at this point for me I'm afraid.

I do however rink the company will do well over the next 2 to 3 years but it may step back as low as 170p before entering a new bull run.

I watch with interest...

2 weeks of a continued downward spiral it looks like.

Decided to hang onto 1000 shares just in case but ditched the rest above 3 quid today.

The covid situation makes no difference to NCYT now. Sentiment is against then caused by themselves. Its going to be a long haul from here now.

IMO.

Off hand does anyone know what they were for the first six months of the year?

It's all a bit of a mystery atm.

Good news is 300p does seem to be holding. Bad news is the downtrend is showing us down down further.

Running through some numbers again I'm concerned that revenue of 97-100m may well not leave us with 100m in the bank - to me anything less than 100m in the bank is u thinkable, given the should be demand for our products.

Looks like the news vacumn will continue towards results.

Given the way the company are communicating currently I can't see any reason why they would tag a forward plan in with the results. Their style is bare info only it seems.

To thar end given my nagging doubt that cash at the bank may not be where it should be due to decreasing margins, I cut another 5000 shares today.

Holding g the other 5000 for 300p or 350p whichever comes first now OR I'll sell 2 days before the results.

Lessons learnt from before, not getting caught out by NCYT again.

Closed out another 10,000 shares today. Disappointed with myself for not doing so earlier but hey ho, such is life

As hillseeker says,
"Will they be able to give an accurate forecast at this stage for the whole of 2022? I'm not sure. But hopefully, they can put some flesh onto some recent company developments"

I doubt if they will be able to forecast Covid as is becomes less severe or how new revenue streams will emerge through next year and easier this year, so expect it will be extremely wishy washy.

With regards the cash pile I have reservations too many eyes have been on revenue not on profit. There has ro be a worry that by the time expansion has taken place the boom and moneymaker covid draws to a close.

Feels like the writing is on the wall for covid testing now and the forward view isn't there.

If no guidance comes on results day and cash at the bank is not IRO of 120m then I fear we maybe be seeing 220 again.-if we don't fall there in anticipation of the above.

So my money says the BoD won't be giving much away re a forward statement. They could do this anytime, they do not need to tie this in with results. When NCYT go quiet it tends to be not so good.

For that reason I hold a final 10000 shares which I will sell at 350 or 300 which comes first.

GLA all genuine holders you deserve so much more but I fear the downside here now ha score potential to be realised then the upside over the the next 6 months.

100m cash in the bank you would think but we do have a larger wage bill now to manage but my biggest concern is margin on produ ts abroad has been reduced and we won't have this revealed to us until the results.

I've done some research using the pirces we are selling at in 4 or 5 different countries and I'm not convinced, after shipping too our bottom line profit is going to be quite what I expected.

I cut a few to hedge against that for the first time ever.

The past year NCYT seems to be able to produce a skeleton from the cupboard no one knew was there frequently.

As I said earlier, so much good stuff with this company IMO we should be trading at 6 to 7 quid.

However, we are stuck in a downtrend and now gone through support. My concerns are the silence.

What if all we get is

Revenue as expected but with smaller margins and lower profits
News that the DHSC dispute is still stuck with no progress
A continued silence, for whatever reason and the promise the forward strategy will be announced over the summer when this wave of covid has been exploited.

You may ask why I raise this. Well simply because everyone is expecting an epiphany moment at the results but given a year experience of how they operate I hedging my bets we will see more of the same - minimal info and silence.

Where does this leave the SP? Still in the downtrend and us losing more money.

DRB,

It could be that whilst everyone is focused on the revenue figure being hit, the margins may have been squeezed considerably by mostly selling outside the UK now.

It could be whilst Revenue is on target at just below 100m profit may have taken hefty tumble and could explain the BoD reluctance to communicate atm.

This share is still not without risk mainly due to the BoD silence. It should be way higher but I'm starting to consider the results wint be quite what we're led to believe.

Let's face it communication and having the shareholders interests at heart have not been very high up on this companies agenda.

So looskslike this has properties of both Delta and Omicron.

IF and I say IF this is is as virulent as Delta and as transmissible as Omicron, we maybe taking a turn for the worse again.

Blue day tomorrow.

*thirsty, not thrifty, although there are a few of those here too.

Great post Hillseeker.

The veil will be raised soon, probably around results time. So I expect the SP to build prior to that. As you rightly say, sunnier times ahead.

Must be a few thrifty chucklebutties on this thread too, 19 recs when I last looked...lol.

Good news is we seem to be bouncing nicely off support.