The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Just bought around 12k shares through my broker.
My Rolls Royce money in here. I guess you could consider Novacyt the new 'Rolls Royce' on AIM.
Price between 1100 and 1049
I watched PIWorld - he has more bullish expectations than Numis but only just.
IMPORTANT POINT: I love what he said about this - this is a transformational time and part of that is q16 and q32. Even when the pandemic passes, there will be a Q16 and Q32 as the primary testing device, everyone trained on it and its software for NPT and POC testing - so where do we think they will purchase their tests/assays/reagents.
Another datapoint approving the same figures. This is moving at a rate of knots now, and stable growth which is where we are starting to see the markets recognise the EXISTING value not yet the potential. He mentioned that if we secure a large Winterplex contract then the skys the limit.
We have no idea the long term consequences of the virus, nor the emergence of 'Long Covid'.
If we find out, for example that it leads to accelerated macular degeneration over five years - you will be darned grateful for the lockdown and whatnot.
We just don't know enough, so caution wins the day. Businesses have had loans, furlough and 7/8 months to adapt.
I sympathise strongly with hospitality businesses, and retail stores that don't lend well to online retail but the writing has been on the wall for the high-street a long time. I think people do need to take _some_ responsibility for having savings, and whatnot.
1006p PAID
https://t.co/GKuUKD40UU
Apologies if old news but published today. Not specific to NCYT
Excited about news this week now - commons Boris spoke about a testing announcement including care homes - expect we’ll get it here on Friday during market hours if it’s us. Am a little anxious!
Do the DHSC also have say on this or CQC?
We don’t make plastic cassettes. We don’t have moulding machines.
We make the strips of film that measure the chemical reaction. They are the. Assembled into plastic cassettes by BBI and likely boxed
This indicates it’s not a certainty - though I guess this is the penalty for the government paying initial monies into RTC.
‘ In addition, should the DHSC allow the supply of AbC-19(TM) Rapid tests to third party customers, the terms of this contract will apply between the consortium members.’
3rd of August - this never happened in the end as DNANudge didn't work as I recall.
Probably a delayed trade I expect - it only ever shows the ‘last’ price so a 1 share trade would kick that off.
All these trades, but still below 3%. I wonder if we will see a bunch of TR1's next week.
To everyone calling me a ‘joker’ - in this period last year, and I quote...
Revenue from continuing operations increased by 6% to £4.46m (2018: £4.22m). Do we not think private sales and new lines from Mologic will not have moved the needle ?
I was including CD4 and food intolerance in the numbers by the way. Lots of talk of test and production but no talk of sales - high prod with no sales is not good.
I was canvassing for people’s expectations - so far I just got told I was a dummy and no-one else gave their numbers.
I guess we’ll see - if there have truly been no other sales except the 175k to RTC and 100k to Senegal...
I am interested to see how things go - if we report say £9m in total for first 6m I a concerned there will be a big sell off. No RNs for sales there could be a lovely surprise !
Hi Team, what are you expecting as gross revenue so far from professional sales ?
What would be your disappointed vs expected vs impressed ?
I am thinking anything below £15m disappointing. 20m expected and 30 impressed.
If 30m plus with a decent margin then will go up like a rocket. Under 10-15m I suspect the opposite.
What are you expecting ?
You are correct - Yahoo does not recommend that anyone shorts anything.
They were recommending to BUY in the short and medium term.
Yahoo Finance have branded this a short, and medium term BUY.
IT's only Yahoo finance but we're not the only ones that think the drifting share price is unwarranted.
I have been stung so many times in my short investment career by these MM swings, generally the Day 2 is where I start to panic and have been stung.
This time around I kept some powder dry and have been able to double my position and see it turn blue very quickly.
Pays to have faith, and to keep some powder dry. There will always be dips.