Member Info for twix386

Overnight lol
Been 5 years and if expectations were ever met then we'd be more understanding.

Never doubted we are winning some smaller bread and butter contracts in over a year, but confirmation that nothing material or worth reporting for that long on our core product.
I am unimpressed.

Otherwise a reasonable report that will see SP decline over time without further news and look fwd to broker note. At times result narrative felt a bit wooly and nothing to spur a re-rate or immediate enthusiasm. Must do more to underpin SP and deliver shareholder value than working towards it in the next 2 to 5 years!!

Well, if we could manage to announce at least one material contract with figs, then the sp would react nicely! Let alone and on top of results and broker forecast.
Please sir, can we sell our core product or reduce our reporting barrier to levels where we can manage to put out at least one contract rns annually. For whatever reason we have not, It just seems poor, self inflicted and pathetic to witness this last 12+ months!

What I find I'm asking myself - and far from the first time, is will our 10/7 results and broker forecast fall short of our hopes, letting us down again and making TW a laughing stock OR will we finally witness a delivery to match all the expectation and rhetoric st last!

Not long to wait.

Out around results on 10/7 would be my guess.

Agree. They saved money all year long with no contract rns and then spend it to advise attending a few conferences. At best bizzare priorities!

It's fair to say imho that I was first and clear that our first landgrab was awry and so it proved. I also suggested SL should be replaced. All against many posters views at that time. History judges. We are in a good situation now and not comparible to past woes or situation thankfully. Whatever our sales force is doing is insufficient! Why would we be holding back contract announcement unless there was nothing to say this past year, well certainly post litigation settlement anyway? We should be winning new contracts galore in our landgrab, some of which are material, at least cumulatively and shouting about them from the rafters to increase shareholder value and confidence. It beggars belief that some posters think this is anything but disappointing. Imv we have the best situation to date and kooking very positive going forward but this issue is somewhat at odds with supporting that view. Optibiotics announce a contract every few weeks and we announce nothing in over a year!

Indeed. There's some right apologists around like Natdan. A year ago if anyone had said we'd get no further NIPT contract announcement rns for over a year that would have been negative to say. As its happened it is negative to have happened!

Exactly Barnaby Any re-rate will need some good figures and evidence of commercial progress - contract wins to supplement the clearing of the decks. I'm amazed that anyone can forgive the lack of rns for contract wins stretching over a year. Bonkers!! Since settling litigation, if not before, we should be calling over ourselves to issue contract news of note. Nada!

I'll wager w/c 8/7 and supplemented by a big contract win just to address the elephant in the room that most groupies ignore lol

Hey, I'm fine thanks Natdan. Just feel we should have had better newsflow on contract wins with at least some being of material worth and RNS'd this last year. Not too much to ask or perhaps it is!

We'd have generated some business confidence if we'd had one material nipt contract reported in the last year. Could it be the market also thinks that while awaiting figures/results the visible delivery aspect of our sole product has been missing for an eternity. One expects better than this from a landgrab and handcuffs off since litigation settled.

All to the good but can't say I care very much about this news. It could have been long overdue material contract news or better. This is just bread and butter! Yawn!!

Whatever the intricacies of legal argument. At best we were playing a dangerous game in going the distance! To lose! All history now at least. Just like Genoma. What on earth is happing with our court case there to recover funds! Worth a mention in upcoming results.

And yet another UK judge rules in favour of illumina! That we thought we'd win is one thing, but AFAIK we felt with a different judge we could have had a different outcome. Looking laughable! Seems to me that our secretive defence was much like SL. Just not up to the task, irrespective of excuses, because simply....we infringed illumina patent and tried to be clever expecting to get around it!! Best news was SL being replaced by LR

Yes sorcerer, But talk of numerators and denominators avoids the reason TW has been wrong so often and for so long. His targets also (must and do) include a timescale, like q1, 2019 or by April 2019 and before those, many other time periods over the last 3 years. When time marches on without expected delivery then the inevitable happens - disillusion and dilution and a new excuse.

15p, 16p or 17p. His target price has been driven down repeatedly and I was suggesting if he fails this time then next time we will have sub 15p! I had thought we'd sunk to target of 19p/20p. Guess I missed one revision lower or lost count lol

Yes, and he said by ALMOST 50% and I said iro 15p. Not an exact science with almost, but meaning less than.

A question. Today TW has stated.... "Today we run details of a chat with Adam Reynolds at Yourgene about why he has just bought so many shares and why the share price could rocket by almost 50% in short order." What is TW's current revised stated price target? Wasn't it iro 20p? Down from past targets after delays and dilution. So, with today's almost 50% hope that would reveal iro 15p!!! Ticketing half the price target I had him set at??

Looks like a 2 steps forward and 3 steps back day today. If we play this well with newsflow and results, broker report by mid July we should surely be back to 15p levels. Or will we continue to over promise and under deliver. Tough call as it sure sounds promising, but it ALWAYS does!!!