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NOVACYT
Everyone's deflated by the delays in Gov announcing new deals. The share price is ridiculous for a company doing this much work.
They always deliver though. Name once they haven't.
In 2021 they will deliver 'bigger and better for investors'
#NCYT #ALNOV #NVYTF https://twitter.com/PrimerdesignLtd/status/1333379415695364096
Everyone's deflated by the delays in Gov announcing new deals. The share price is ridiculous for a company doing this much work.
They always deliver though. Name once they haven't.
In 2021 they will deliver 'bigger and better for investors'
#NCYT #ALNOV #NVYTF https://twitter.com/PrimerdesignLtd/status/1333379415695364096
This isn't a company asking for patience while they deliver some product they announced R&D on back in Spring.
They haven't given us numerous new revenue streams which none of us expected and an M&A.
With their current R&D speed (new product per 2 months?)
They haven't given us numerous new revenue streams which none of us expected and an M&A.
With their current R&D speed (new product per 2 months?)
It's pretty obvious 2021 will be a killer year.
Sentiment wise we need to get past the Gov tender period - that's dragging everyone down. Novacyt themselves, investors, institutional clients, regular punters...
Sentiment wise we need to get past the Gov tender period - that's dragging everyone down. Novacyt themselves, investors, institutional clients, regular punters...
But remember how the post-tender rally felt in Sept onwards. Phase 1 cash is less than 3 months revenue for this company now and look at the rally it brought on. Think ahead. Revenue reveals and tender wins and new product streams mean mid cap for Novacyt.
2021 will be big. Fundamentals have improved significantly due to their new product lines.
If you ever doubt that.
Go back to the drawing board. Look at capacity (which as @ggg21 has suggested might be larger than we currently think, much more than 10m per mo.)...
If you ever doubt that.
Go back to the drawing board. Look at capacity (which as @ggg21 has suggested might be larger than we currently think, much more than 10m per mo.)...
Look at distribution. Look at IT-IS production. Look at test supply revenue to those Q-series installations. Look at the OEMs. Look at the new product lines and look at the UK supplied labs that are shutting down queries due to demand. VersaLab is a large network in the UK and US
PROmate™ will take the Q-series into even greater revenue streams in 2021 and it's all happening now, not jam tomorrow. This is tech the PHE is already signing off on - see RNS.
LAMP launch in Q1 will enable extreme mass testing beyond the scale any LFT can do and at costs the Gov can stomach longer term. Novacyt is everywhere and in everything including vaccine rollouts through bulk ELISA testing and LFT testing.
Everywhere except one product.
Just that one product. We got tipped off on vaccines and LMAP with the job roles, but we wouldn't get tipped off on antigen LFT R&D because that's what Microgen already do.
That's their expertise.
Just that one product. We got tipped off on vaccines and LMAP with the job roles, but we wouldn't get tipped off on antigen LFT R&D because that's what Microgen already do.
That's their expertise.
We have everything here. Trust your research, re-read through months of posts - it's horrible, Twitter is a sh*t format (excuse my French) but it's true. There's nothing worse than trawling this site for info.
The insider website was meant to remedy that but fell short too.
The insider website was meant to remedy that but fell short too.
If you're feeling deflated it is not because there isn't enough research - the regular investors here are genuinely excellent at finding information and rationalising it. But the format lets them down. It filled with trolls and rival crews intentionally spreading mis-information
The research needs to be more accessible, even better than the Insider site. Something you can quickly browse and visualise when the share price is giving you a kicking and trolls are making you doubt yourself. Tools you can use?
Sometimes you just need a reminder of it all.
Sometimes you just need a reminder of it all.
Maybe something better that way is in development now too, a new site worthy of the collective work done by investors (and that's why Insider isn't being updated with new articles at the moment).
But for now, recap what you know and trust Novacyt's R&D
But for now, recap what you know and trust Novacyt's R&D
They always over-deliver.
I'm throwing my hat in the ring on an Antigen LFT and/or a new IT-IS device. And even if that doesn't come through, the rest of the revenue streams are massive enough to blow this share price out of the water.
I'm throwing my hat in the ring on an Antigen LFT and/or a new IT-IS device. And even if that doesn't come through, the rest of the revenue streams are massive enough to blow this share price out of the water.
Take not my word for it.
Mullis has said this is going mid cap.
Even @PrimerdesignLtd has said they will deliver bigger and better for investors in 2021.
Just let them get past this sensitive stage where their biggest work is with the UK Gov. UK Gov speaks first. No exceptions
Mullis has said this is going mid cap.
Even @PrimerdesignLtd has said they will deliver bigger and better for investors in 2021.
Just let them get past this sensitive stage where their biggest work is with the UK Gov. UK Gov speaks first. No exceptions
You supported them with your capital. Support them also with your voice. They're doing incredible work and speeds none of us have seen before in an AIM company.
That's because they're bigger and better than an AIM company. This is a FTSE 250 business in the making.
That's because they're bigger and better than an AIM company. This is a FTSE 250 business in the making.
Hang in there guys, and get back to the basics.
Remember why you're in here. It's your only defence against market movers and market makers.
Remember why you're in here. It's your only defence against market movers and market makers.
