Member Info for Trinityman

After another turbulent week both inside and outside the NCYT bubble, I’d like to thank Woodaloo, Tomvisual, GGGG21, Van V, Sandman1982 and Quickdraw for providing the board with sound research, judgement and comment.

I’m a fundamental investor, so the main takeaway from April for me was that the market makers are not impressed with sales projections, only sales figures. In other words, they will only let the price move when the money is in the bank. With further sales about to be announced the share price will rise from the mm’s current marker of £4 and no amount of de-ramping from the traders through the week will alter that – money talks.

As the company matures, the wild price swings will subside and gradual increases will follow. We will then lose the ‘klondyke gold rush’ posters looking for 50% a day returns. Out of the handful of promising small-cap pharmas, this is the share that will keep delivering and will do so for as long as this terrible virus is with us, unfortunately testing will become a way of life for many.

I don’t see the point of trying to keep five or six plates spinning in the air all at once, it’s just not possible. I know there are several good minnow pharmas out there all trying to beat each other, but trying to micro manage all of these would be a nightmare. I’m 80% NCYT and 20% SNG at the moment and I can’t see a reason to alter that right now.

The CEO recently pulled a master stroke by appointing a third party to concentrate on sourcing the raw materials, leaving him and the team to focus on the clinical aspects. Those who say rival companies will catch up fast would do well to look at where there labs, materials and delivery infrestructures are coming from – the contracts for these take months to complete.

Let’s be honest, if someone told you on New Year’s Day they could offer you an aim share that would multi-bag while 90% of the stockmarket wallowed in a sea of red for the rest of the year you would have snapped their hand off, yet here we are. No complaints from me – onwards and upwards.

ATVB.

I can't believe the SNG share price didn't collapse on the news yesterday - Haven't you heard?

We don't need SNG001 or any of that pointless pioneering pharma/ biotech research anymore.
All you need is a syringe full of disinfectant and you're cured.
And this from the so-called leader of the Western world....
It would be funny if it wasn't so tragic.

I've suffered for over 50 years with asthma and in all that time no one has come up with anything as good as this potential game changer. There is no vaccine and I doubt there ever will be, there are only controllers like Ventolin that give temporary relief.

The asthma and COPD markets are huge and with ageing populations they will only get bigger. You can't put a price on this share if the trials are successful - very exciting times ahead for all holders and all those who suffer from respiratory problems.

I'll change the 'I wouldn't want to be out of this one over the weekend' cliche to 'I wouldn't want to be out of this one over the next year' in the case of SNG.

Tomorrow is going to be interesting on here and also over at NCYT. Nice to see the boss over there put an RNS out at 4.25 to destroy the b.....ard shorters.

Good luck to all LTHs.

Silver - Agreed - Van V, Rich Ken and yourself are top posters on here, you are too modest, good of you to give the new guys like Bramley a leg up - How can anyone with so little knowledge make so much money so quickly? - Brilliant .

When I'm new to a page, I pick the three best posters, stick with them and mainly filter the rest, works for me.

ATVB.

Evening Fred - Not used to getting RNSs like that - makes a nice change! Hope all is well with you and hope this goes some way to recovering previous losses. I've read through it twice now and it still hasn't fully sunk in. I'm still keeping to the ' health before wealth' mantra after our previous beating, this goes a long way to helping. Tomorrow morning should be interesting to say the least. The 'gap up' to beat all gap ups hopefully.

ATVB T.

Jonsey - Please, please give it a rest will you. I really thought you would have learned your lesson by now.

May I remind you that it was only a few short months ago you had locked yourself in your house and closed the curtains, being so depressed having tipped Sirius minerals to be 'anywhere between £5 - £10 in future' and then shortly after having to watch the company in a distressed position being taken over by 'Anglo American' for only 5.5p.

If you're going to massively ramp another share to such ridiculously impossible levels, at least have the sense to change your username or maybe back up your claims with actual calculations.

'iamrich' - I agree with your 15.18 and the reply above at 15.21 also has some degree of merit. As previously posted, the current trial has to maintain it's integrity to have any pharmaceutical or commercial viability, but at the same time some of the steps to mass production can be overridden in emergency situations like this.
Six months ago, who would have thought Americans would be ingesting ingredients normally used to clean fish tanks to stay fit and healthy ? These are truly worrying times.

ATVB

IMHO I think it's a good thing that there haven't been any leaks regarding the latest test, as maintaining the integrity of the results make for a more definitive impact. Hopefully the results will be positive, primarily for the patients and secondly for investors.

If the results don't pan out as expected there should be no complaints here, as this is a speculative bet on a short - term gain. Let's hope for everyone's sake the trial is a success and healthcare workers around the world can get on top of this truly awful virus.

I notice some of the more impatient posters would prefer a leak during trading hours, hoping to see the price rise hour on hour, but trying to micro-manage your position on a share like this just isn't possible. Maybe try cutting the medical teams involved on the trial a bit of slack tomorrow, the news will come sooner rather than later.

Backing a 50/1 outsider at the track and wanting to know the result after a couple of furlongs isn't possible, it's no different in this case. In the meantime, look after those in your household and stay safe. ATVB to all posters.

Rich Ken - Your 15:59 - 'Try and find a mentor'.... I think we just have!
Even a reasonably experienced investor like me can learn a thing or two from your posts - much appreciated.

If I may ask for your perspective regarding the newly formed UK listed company (I'm sure you know who I mean) over the next couple of weeks, I'd be grateful for your thoughts going forward. Sorry to mention on this board, but as it's a Sunday evening I thought I may get away with it before the Mon - Fri mayhem starts again tomorrow morning.

ATVB to you and yours at this difficult time.

Just caught up with today’s posts, It’s made a refreshing change to follow a mainly intelligent conversation debated by mature adults for once this evening, much better than the ‘one line day trader’ rubbish that clogs up this and most other boards during trading hours.

At the risk of repeating myself, I’m of the humble opinion that the best moral and financial route to take would be for Novacyt to issue licences to the top ten major pharmas in the world, Pfizer, Roche, Novartis, Merck, GlaxoSmithKline, Johnson & Johnson, AbbVie, Sanofi, Bristol-Myers Squibb and AstraZeneca, allowing them to produce under patent their no.1 assay ‘Primerdesign‘ test.
This would provide the quickest pathway to satisfy the world-wide clamour for the most reliable test available on the market. Having one standardised internationally recognised test would save many more lives and provide vital data to healthcare professionals around the world to accurately track the spread/ containment of the virus.

How much would such a licence cost? Several posters this week have used the word ‘exponential’ in regard to the future share price. The dictionary definition is ‘of an increase, becoming more and more rapid’. I wouldn’t argue with that, but in such a unique and terrifying situation it’s just not possible to predict with any accuracy.
During last few days we have seen on this board share price forecasts ranging anywhere from £5 - £32. Don’t forget to factor in the shananigans of the mms when using your counting beads. Even if this excellent minnow of a company lifted itself onto the FTSE 250 these people would still play games with the daily share price.

Believe it or not, but I’m no longer focusing on the share price, that will take care of itself over the coming months. I just want to see world leaders form a cohesive plan that will contain and eventually eradicate this plague and it’s obvious to any individual with average intelligence that the way forward is to provide the world with as many reliable test kits as soon as possible.

We’ve seen how the developed world has failed miserably to cope with this pandemic, I dread to think of the scenes we will have to endure on our screens when CV-19 takes hold in the third world.

PS – Most of this post also applies to the SNG board, here’s hoping that their trial is also successful, then the NHS can begin to get on top of this terrible virus.

ATVB.

I would advise all investors to use the link below for real news, kindly provided by another poster last week.

https://www.uhs.nhs.uk/ClinicalResearchinSouthampton/Research/News-and-updates/News-and-updates.aspx

All the best to all GENUINE holders.

You are a busy poster Pilgrim - whatever board I look into you've already been there! The main problem I'm having over this weekend is working out how to allocate my investments between SNG and NCYT percentage wise - which will rise the highest and when?
Also there is FARN to consider, who seem to be currently well behind SNG's curve, but have just advertised for a clinical supply chain manager - any mileage in that one do you think?

ATB

Van - I was in sxx back in 2013, even went up onto the site and spoke to the initial core drillers in 2012, as I like to 'do my own research' as they say, Fred came in some years later. Didn't lose my shirt, but it was a harsh lesson.
I have a feeling we'll regain our losses here and with NCYT.
Interesting, but worrying times.

ATVB.

Afternoon Van - Yes, I should have been more specific, I was referring to the number of times you post in general on LSE. Averaging 23 per day on NCYT I see, you have to admit that's either dedication/ ramping/ insider.
I'll give you the benefit of the doubt and go with the former. I think both of these shares are intrinsically linked, both are ethical investments that are ready to take off, which is why many of us are invested in both.

ATVB

Pilgrim - Thanks for the nod on your 06.52 this morning. I'm sure you'll agree this is a short term binary bet, but with unknown upside. I guess the increase in posters will go up in line with the price over the next week. Just as well we can spend time on the screen today, as you just can't take your eyes off this one at the moment.

ATVB

Bella6542 - The £3 mill in appendix 2? - Tricky to call that one, probably wrong to speculate at this delicate stage, things are moving so quickly I doubt we'll have long to wait.

Shares_To Buy - I wouldn't argue with your broad assessment between £5 - £10, this situation is so unique it's impossible to put a figure on it. As an individual, what would you pay if you were struggling for breath and someone said they could help you breathe normally again?

ShareSting - Thanks for the tickup, I don't think they would put anything out there relating to the actual manufacturing process just yet. You're not wrong with your MCAP assessment if this pans out the way we humble investors want. It's also a bonus to be involved in an ethical company with a sound future.

ATVB

Van - Sorry for the late Reply - Myo is short for Myosotis, who was a prolific poster (20,000+) on the sxx site. I was of the opinion he was planted on there by the company. Your sheer number of posts on here makes me wary - once bitten etc, but that's the nature of these boards I guess.

It is looking increasingly likely that the trials for this drug are going to be successful enough to commence world-wide production. SNG have cleverly shown their hand this week, making it clear that they wish to keep their independence by quickly raising more capital, allowing them to carry on their fine work in researching and developing a range of respiratory drugs for differing conditions.

The directors are obviously fully aware that no single company, especially an Aim listed company, has the capacity to supply the world with one product, so it would be morally and financially wrong to hold this back from the big pharma companies.

So how can SNG maximise profit and maintain their independence?
How about selling licences to the major pharmas to produce under patent on an annual basis?
The top ten by revenue are: Pfizer, Roche, Novartis, Merck, GlaxoSmithKline, Johnson & Johnson, AbbVie, Sanofi,
Bristol-Myers Squibb and AstraZeneca.

Imagine reading the RNS detailing the company accounts at the end of April 2021. I don’t know how to type a zillion, but I guess that’s the profit margin we’d be looking at in thirteen months time. Anyone care to guess the share price by then? Of course, in the real world a takeover would almost certainly have taken place, so what price would you be happy with when one of the above came knocking?

Sensible answers only this evening please, we’ve had enough punch and Judy on here over the last week.
(For the record, I invested here substantially three weeks ago).

Frenchcafe - May I offer my humble thanks to both you and your wife for your past and present efforts and I sincerely hope both of you come through this ordeal unscathed - My very best wishes to you both.

T

Careful Fred, VanV could be the new Myo.