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Two days of thinking about what happened was not too much for me
What do i conclude from this ?
I'll still hold. And im still allin and in profit. But i will bring money into my account if it goes further down At a Price i fixed myself for buying more
1/
Two days of thinking about what happened was not too much for me
What do i conclude from this ?
I'll still hold. And im still allin and in profit. But i will bring money into my account if it goes further down At a Price i fixed myself for buying more
1/
What have i thought about ?
Q1 revenues : they are good. And a Big part is from a Q1 launched product : promate
Which is something Amazing imo
In the FY results, GM told us he wanted to focus on private sector growth.
He's doing it. Versalab increase, promate in private labs
2/
Q1 revenues : they are good. And a Big part is from a Q1 launched product : promate
Which is something Amazing imo
In the FY results, GM told us he wanted to focus on private sector growth.
He's doing it. Versalab increase, promate in private labs
2/
UNICEF orders are also a Big part of Q1 with Ukraine. Im confident they will be able to keep such incomes.
R&D : they still are innovating, this hasnt stoped ! Next gen' LFT coming : huge opening market with vaccin rollout. If it's a quantitative one this will be awesome.
3/n
R&D : they still are innovating, this hasnt stoped ! Next gen' LFT coming : huge opening market with vaccin rollout. If it's a quantitative one this will be awesome.
3/n
Pathflow will become a full range. What does that mean ? I still Hope they are working on an antigen LFT
If they are, it will be a great one (S&S)
Market for those is still huge and wont dissapear soon. Market still needs good LFTs, and made by a FR/UK co is even better
4/
If they are, it will be a great one (S&S)
Market for those is still huge and wont dissapear soon. Market still needs good LFTs, and made by a FR/UK co is even better
4/
Private market is just opening, they still have a card to play, even more with all the partnering labs they have, and versalab is a great solution with PROmate.
Just a question : Who else does a promate type test ? Noone i Can tell...
Is promate just for covid ? Surely not
5/
Just a question : Who else does a promate type test ? Noone i Can tell...
Is promate just for covid ? Surely not
5/
Promate will still be developped for non covid use, and that will be great.
Do not forget versalab is now growing worldwide. With Meslo for example, they are in the MEA region too now !
6/
Do not forget versalab is now growing worldwide. With Meslo for example, they are in the MEA region too now !
6/
What about dhsc ?
They are in dispute. Sure. A dispute resolution is not yet a law suit. Many possibilities from here on.
Does it mean our collaboration with DHSC in the future could be harmed for New contracts ? NO !
6/
They are in dispute. Sure. A dispute resolution is not yet a law suit. Many possibilities from here on.
Does it mean our collaboration with DHSC in the future could be harmed for New contracts ? NO !
6/
The negative impact on q4 ?
Could be a provision for litigation. So a negative impact on the FY results, but not Lost money, if in the end they are right.
7/
Could be a provision for litigation. So a negative impact on the FY results, but not Lost money, if in the end they are right.
7/
So yes, Friday was a horrible day.
Many LT holders and Friends did sold in the panic. I didnt because i wasnt avaiable. Would i have sold in the panic ? Honestly i think i would have.
What im now asking myself, is who sold ? Did the funds all sell ? I dunno
8/
Many LT holders and Friends did sold in the panic. I didnt because i wasnt avaiable. Would i have sold in the panic ? Honestly i think i would have.
What im now asking myself, is who sold ? Did the funds all sell ? I dunno
8/
But now i feel better having had the Time to think and that i didnt sold.
Because in the LT, im still confident in the capabilities of ncyt.
9/
Because in the LT, im still confident in the capabilities of ncyt.
9/
I still need more clarity from GM though...
I would embrace a New aquisition.
I am looking forward for the LT growth plans.
I am looking forward for new game changing products.
I Hope GM will open soon and try to get some confidence and faith back. It wont be an easy task
10/
I would embrace a New aquisition.
I am looking forward for the LT growth plans.
I am looking forward for new game changing products.
I Hope GM will open soon and try to get some confidence and faith back. It wont be an easy task
10/
These are just MY personal thoughts right now, and are not in any case an inducement to buy/hold/sell !!!
Aucune invitation à A/V, juste mon opinion personnelle !!!
11/11
Aucune invitation à A/V, juste mon opinion personnelle !!!
11/11
