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Interesting that our friends down the road Optigene are getting quized about the accuracy of their tests now.
With DNA fudge being unbelievably slow, all the roads leads to more Q16/Q32's coming NCYT's way. And I won't even mention Promate and Versalab coming soon from NCYT (ok I did but hey!)
https://www.dailymail.co.uk/news/article-8838265/amp/Doubts-Number-10s-100billion-Operation-Moonshot-plan.html
I used to hold ARB as a hedge against the cryptos I hold. ARB is old skool, mining won't be around in 2-3 years. Well it might do, but its power and rev will dramatically decrease. Its like a gold mine with one last run on it. BTC is dying, there are far better cryptos out there and have been for many years. BTC will have one last powerplay, to £40k, maybe as high as £100k and that will all happen next year. So ARB will do very well. However Defi coins, and XRP will outperform ARB and BTC by at least a power of 3-4 and that's where I'd rather have my money in.
Camelot - don't shoot yourself over it people here have had far worse. I went from 5k to 3m and back down to 200k in crypto. Yep I had moments of regret, you'd be dumb, not to, but it made me realise I could do it, and I'll do it again, a positive mental attitude is more important than anything. Try and try again, learn and learn again, study and when you think you've studied enough study some more. Just keep going to the lights go out. You will make it. And the great thing is after the covid market is over crypto will boom again, and I know and believe it will go higher than before. Belief, conviction and intelligence will go a long way, don't doubt yourself.
The problem with 99% of most AIM companies is they will have a limited time in the sun, do 2,3,5 or maybe even10x and fall all the way back down again to their starting sp again. There are very few companies around that actually make the leap up into the big time and stay there, SOLG, GGP, EUA, ASOS and NCYT are a few of the rare examples that spring to mind. Most AIM companies you choose is often not about the right company (as there are few that will truly make it), but finding the right company at the right time - i.e when its about to do its little multi-bag trip up before coming back to earth.
Seaking1 - so £30 a test for lumos - NCYT has various tests all with varying costs. The basic PCR test works out roughly £6-7 a test, but the multiplex flu/covid test we think is more like £30. I think Shaun has a good breakdown of NCYT test costs, have a look for his spreadsheet, it lists the various tests and prices there.
Libero - exactly but your EBITDA figure is too low. That was a conservative estimate by GM and was announced before the huge contract wins. So that will be way higher already, any more large contract wins before the end of the year and it will keep rising.
Ade - another 9inch nail, just continuously wrong. Avoid his opinion at all costs if you want to make money. Where do these rats come from...And how stupid do you have to be to try and deramp a company so well run as this with massive profits, muppets. If you are going to deramp find a crappy company that's overvalued, not one that's undervalued. Its a simple tip, you get that one for free, idiot.
Simply there will be lots of tests for all different arenas. The WHO are focused on places with limited lab, poor countries so what they need is inexpensive tests, they care less for accuracy, but for non-focused lab tests. There will be still be in hospitals the need to retest with more accurate testing. Imagine you get that test, they send you to the hospital to test again but it removes the numbers going there. It doesn't take away from what NCYT doing, they are the end point, the real test. But hey, give it a month or two they will deliver that LFT too. Probably before AVCT does Stan too, who have now again pushed back there test to deliver before Xmas - laughing stock.
NCYT keeps consigning derampers into the dustbin of fame. Why would anyone in the right mind go short or deramp a company that just got one of the biggest contract wins ever in AIM, which the SP hardly responded to, in the midst of a global pandemic which this company is at the forefront of and proven to be working closely with the UK Gov and dealing with 130+ countries, with an 85% margin..I could go on and on. The mind boggles at some peoples low levels of acumen.
Gell - I would love a big French order to come through, even if it was a 1/3 of the size of the phase 1 order we got from the UK I think it would put the deserved rockets on this SP, afterall 70% of the shares are held in French hands.
Gell - I imagine there are plenty of orders going through left right and center. However they are probably not I big enough magnitude to warrant a single RNS. For example we know Hungary ordered approx £5-6m worth of tests last week, there are probably plenty like that of similar sizes, but by themselves aren't big enough to warrant an RNS as we'd be getting probably an RNS every other day! For example we know Germany are one of our biggest clients, yet we've never had an RNS for them. Would be interesting to know how big a single order has to be for NCYT to do a stand alone RNS.
What NCYT have achieved is absolutely amazing. Right company at right time. Todays contract RNS was possibly the biggest ever single contract handed to an AIM company - £250m nailed on, possibly bigger in phase 2 anywhere between £500-750m. Without doubt up there in the top 5. Think about that for a second. It is truly mind blowing. Look around at the rest of aim, even GGP which is a phenomenal asset and play is years from making a penny. This company has £100's of millions pouring in through the coffers every quarter. Unheard on in aim, a once in a generation play. And what has been brilliant about GM and his amazing team is they've done it on the quiet, no blowing trumpets, but just delivering deadline after deadline, and amazing product after amazing product. Now lets not stop just there, at the AGM they admitted they are being guided by the Gov and NHS exactly what they want. They are THE goto partner for the UK. That ringing endorsement from a country with the worlds best scientists reaches far, and you can bet you're bottom dollar that the 130+ countries they are selling to will be picking up their phones for more orders. First to do a CE CV19 test, most accurate, fastest PCR test, 100% AB test - what next the best LFT test, well I wouldn't put it past them. Enjoy this moment, the SP will catch up, this company has £1-2 billion mcap written all over it. And maybe thensome.
What NCYT have achieved is absolutely amazing. Right company at right time. Todays contract RNS was possibly the biggest ever single contract handed to an AIM company - £250m nailed on, possibly bigger in phase 2 anywhere between £500-750m. Without doubt up there in the top 5. Think about that for a second. It is truly mind blowing. Look around at the rest of aim, even GGP which is a phenomenal asset and play is years from making a penny. This company has £100's of millions pouring in through the coffers every quarter. Unheard on in aim, a once in a generation play. And what has been brilliant about GM and his amazing team is they've done it on the quiet, no blowing trumpets, but just delivering deadline after deadline, and amazing product after amazing product. Now lets not stop just there, at the AGM they admitted they are being guided by the Gov and NHS exactly what they want. They are THE goto partner for the UK. That ringing endorsement from a country with the worlds best scientists reaches far, and you can bet you're bottom dollar that the 130+ countries they are selling to will be picking up their phones for more orders. First to do a CE CV19 test, most accurate, fastest PCR test, 100% AB test - what next the best LFT test, well I wouldn't put it past them. Enjoy this moment, the SP will catch up, this company has £1-2 billion mcap written all over it. And maybe thensome.