Member Info for Tiptree

Happens often - there may be a number of reasons why someone sells all or part of a holding, but worth noting that here's one connected person who would rather take a couple of quid a share now than £10 or £40 or £50 later. I think!

As noted in ShaunP's analysis notes but mentioned specifically in response to Blackshepard's comments, for clarity.

Strange thing, or maybe not, Renalytix (RENX) is at the same address and has the same chairman, Christopher Mills, who has many directorships and an outstanding reputation.

Also at the same address and some overlapping directors in Verici DX, formed earlier this year.

Just for info!

Maybe not an issue (please feel free to critique) but Ekf don't appear to hold the patent for Primestore, rather they produce in the UK under contract. Longhorn own the patents and various global patents applied for. Have I got this wrong?

https://www.lhnvd.com/intellectual-property

Same old same old. Google says 192.08p, AJBell say 198p. Topped up earlier anyway and very happy with current holding.

Closed at 192.08p according to Google now. Go figure why it fell off a cliff in the final moments.

Rasher it means simply that you will be offered 1 new share for every 37 that you held last night. You can buy these new shares at 175p each, or you can just do nothing. Either way, your existing shareholding remains unchanged until you decide otherwise.

And if like some of us you are currently doing your two weeks, a reduction to one week would make a huge difference!

Have to agree it looks very promising indeed, wonder what we DON'T know but can only guess.

Possibly, but possibly not. Statistically speaking the second infection may be meaningless - I hope so. There are cases where people catch mumps a second time.

That opinion won't be very popular on this board but I did the same - life is unfair, but once the media gets its teeth into something, they can be extraordinarily persistent. I wonder how many businesses can genuinely claim to squeaky clean throughout? Cynic.

Not one for conspiracy theories in the main, but every once in a while something catches the eye. Yesterday's presentations from Boris et al seemed quite different to the usual and I found myself thinking they know more stuff than they are prepared to let on.

Chris W was only there under sufference and is piqued that politicians aren't listening to him. Reading between the lines, Boris is backtracking on any chance of a vaccine. The words used throughout suggest to me that a full, if perhaps mercifully short, national lock-down is indeed coming, perhaps to coincide with half-term.

Where does this leave Covid stocks such as ODX, NCYT, SNG? I reckon an ODX announcement is just around the corner and maybe this 500,000 test target Boris keeps mentioning is involved.

Indeed: tried to take advantage of the dip but NT until it hit 8.09.

Batted away by the PM

So true- few of them have the breadth of knowledge an enthusiastic PI might develop, although they may have depth in specific areas.

Yes of course, but why are you sharing this information with us?

“Through the Group’s operations in China, we were aware of the emerging COVID-19 emergency in the Wuhan province during December 2019.”

I was re-reading notes on how Novacyt was able to swiftly develop its Covid-19 test after an employee told GM about a potential issue in Wuhan; on such snippets are fortunes made.

Are Novacyt still operating in China today and is there any more detailed information on that - I wonder how close China is to having an effective vaccine, one that it has declared it will share globally.

Apologies for the somewhat random train of thought!

Convinced that price doesn’t stack up against potential and current value. What’s happening?

Tell that to Boots! Cancelled flu jab for 64 year old with various medical conditions including one chronic and asthma: “ If you’re not 65, you don’t qualify”. Where’s Matt when you need him, apparently there are plenty for all.

What are the potential downsides to NCYT in the next 6months? Normal valuation rules don’t seem to apply and every time I give this more thought, I conclude I should add significantly. That’s a worry.

Is that it? Who wasn’t surprised, given that the results are outstanding but entirely to be predicted?

Question now is, buy, hold or sell. I’m more of a LTH by nature so it doesn’t much affect me.