Novacyt « Terug naar discussie overzicht

Novacyt de volgende biotech raket!

Eljee66
1
Speculatie
0
quote:

Egomarinus schreef op 22 april 2022 07:57:

[...]Zeg je dat nu ook over een theoretische opening op 1,97?
Het kan verkeren.

i.imgur.com/iEsikM8.png
Dat was een cynisch grapje he
DeZwarteRidder
3
quote:

voda schreef op 22 april 2022 08:33:

De nep order is weer weg:
Pre 2,30 nu.
Phoei....!!!

Dat was zenuwslopend.......!!!!
HOBBYMAN
0
quote:

DeZwarteRidder schreef op 22 april 2022 08:43:

[...]
Phoei....!!!

Dat was zenuwslopend.......!!!!
Maar de koers is toch € 2,30!
trab33
0
quote:

voda schreef op 22 april 2022 07:59:

Door een nep verkoop order met 82k stuks. Blijkbaar is er een grapjas bezig...
dat is geen nep verkooporder hoor Hans , dat zijn eventuele verkopers die de markt af tasten en op deze manier inzicht krijgen in het boekje
voda
0
Slotkoers 31 dec. 2021 4,38

Slotkoers 07 jan. 2022 3,819 -0,561 = -12.81%
Slotkoers 14 jan. 2022 3,526 -0,293 = -7.67%
Slotkoers 21 jan. 2022 3,175 -0,351 = -9.95%
Slotkoers 28 jan. 2022 2,049 -1,126 = -35.46% Voorlopige kw4 en jaarcijfers 2021
Slotkoers 04 feb. 2022 1,9295 -0,1195 = -5.83%
Slotkoers 11 feb. 2022 2,10 +0,1705 = +8.84%
Slotkoers 18 feb. 2022 2,36 +0,26 = +12.38%
Slotkoers 25 feb. 2022 2,096 -0,264 = -11.19%
Slotkoers 04 mrt. 2022 1,7195 - 0,3765 = -17.96% Dit aandeel doet steeds meer pijn...
Slotkoers 11 mrt. 2022 2,12 +0,4005 = +23.29%! PB uitbreiding grote aandeelhouder.
Slotkoers 18 mrt. 2022 2,45 +0,33 = +15.57% PB uitbreiding aandelen CFO
Slotkoers 25 mrt. 2022 2,738 +0,288 = +11.76%
Slotkoers 01 apr. 2022 2,639 -0,099 = -3.62%
Slotkoers 08 apr. 2022 2.66 +0,021 = +0.80%
Slotkoers 14 apr. 2022 2,701 +0,041 = +1.54%
Slotkoers 22 apr. 2022 2,262 -0,439 = -16.25% !!

Jaarrendement t.o.v. van 31 december 2021 -2,118 = -48.36%

Maandrendementen: (t.o.v. slot vorige maand)

Slotkoers 31 jan. 2022 2,00 -2,38 = -54.34% Wat een barre maand zeg...
Slotkoers 28 feb. 2022 2,009 +0,009 = +0.45%
Slotkoers 31 mrt. 2022 2,545 +0,536 = +26.68%!
Slotkoers 22 apr. 2022 2,262 -0,283 = -11.12%
DeZwarteRidder
0
quote:

WiHe schreef op 23 april 2022 09:22:

Interessant artikel over Novacyt.

www.fool.co.uk/2022/04/22/is-the-nova...
Full-year results

Investors are waiting for full-year results, due on 28 April, but we have some ideas of what to expect. In its full-year update, the company put 2021 underlying revenue at £95.8m. That excludes £40.8m revenue from the Department of Health and Social Care, which is under dispute after a contract cancellation.

Revenue in 2020 came in at £277m, so 2021 looks bad on that score. But the company recorded only £11.5m in 2019. That does still look like impressive two-year growth, and it could lend support to the NCYT share price.

EBITDA, before exceptionals, is expected to come in above £36m, for a margin in line with expectations. That is well below 2020’s £176m. But, again, we’re hopefully moving towards something sustainable over the long term.

Novacyt had cash of £102m at 31 December 2021, ahead of £91.8m a year previously. That alleviates any liquidity worries I might have had.
My main concern

There is one key thing that does concern me though. Covid products contributed 86% of Novacyt’s revenue in 2021. That’s down from a 95% figure in 2020. But it does reinforce the company’s dependence on a single product area.

The long-term prospects for the Novacyt share price do still appear to be tied firmly to Covid testing. I don’t want to tempt fate, but unless we start seeing more dangerous variants of the coronavirus, I fear that demand can only fall in the coming years.
Novacyt share price valuation

What about today’s NCYT share price valuation? If EPS falls by a similar proportion to EBITDA, we could be looking at a P/E of only around five. That looks super-cheap on the face of it. And there’s plenty of earnings downside built into a valuation like that — EPS could fall by a further two thirds and still leave a P/E of 15.

So what will I do? Will I buy, based on the possibility of a super low valuation once results are out? It’s tempting, with what I see as a decent safety margin in that valuation. But until I see how longer-term demand for Covid testing goes, I’m going to sit it out and just keep watching.
trab33
0
dat doen de meesten hier nog ,,,uitzitten en hopen dat er een mirakel gebeurd . Wat betreft de omzetten uit US daar stellen ze mij dan terug niet in teleur ;)
Ongelooflijk dat ze hiermee de aandeelhouders telkens een rad voor de ogen draaien
Ronster
5
Paris, France and Camberley, UK – 26 April 2022 – Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), an international specialist in clinical diagnostics, announces an update on its ongoing dispute with the Department of Health and Social Care (“DHSC”).
On 9 April 2021, Novacyt announced it was in dispute with the DHSC regarding its second supply contract, announced on 29 September 2020. On 25 April 2022, the Company was notified that the DHSC has now issued a claim against Primerdesign Ltd and Novacyt S.A. for £134.6m relating to this contract. The claim amount is broadly in line with the disputed Q4 2020 revenue, as previously announced by the Company.
The Company continues to believe it has strong grounds to defend the claim and assert its contractual rights, including in relation to recovering outstanding sums due from the DHSC.
The Company is unable to provide further comment at this time due to the ongoing nature of this claim but will provide further updates as appropriate
DeZwarteRidder
1
quote:

Ronster schreef op 26 april 2022 08:06:

Paris, France and Camberley, UK – 26 April 2022 – Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), an international specialist in clinical diagnostics, announces an update on its ongoing dispute with the Department of Health and Social Care (“DHSC”).
On 9 April 2021, Novacyt announced it was in dispute with the DHSC regarding its second supply contract, announced on 29 September 2020. On 25 April 2022, the Company was notified that the DHSC has now issued a claim against Primerdesign Ltd and Novacyt S.A. for £134.6m relating to this contract. The claim amount is broadly in line with the disputed Q4 2020 revenue, as previously announced by the Company.
The Company continues to believe it has strong grounds to defend the claim and assert its contractual rights, including in relation to recovering outstanding sums due from the DHSC.
The Company is unable to provide further comment at this time due to the ongoing nature of this claim but will provide further updates as appropriate
Dat is geen goed nieuws: hoeveel jaren gaat dit nog duren...???
Louis7
0
"The Company continues to believe it has strong grounds to defend the claim and assert its contractual rights, including in relation to recovering outstanding sums due from the DHSC."
Ronster
0
quote:

DeZwarteRidder schreef op 26 april 2022 08:09:

[...]

Dat is geen goed nieuws: hoeveel jaren gaat dit nog duren...???
Inderdaad geen goed nieuws en de timing precies voor de jaarcijfers presentatie is ook niet erg gelukkig. De jaarcijfers gaan weer compleet overschaduwd worden door dispuut zaken...

Aan de positieve kant is het in principe in lijn met wat we al wisten en is het niet 'erger' geworden, alleen lijkt het dus nog (veel) langer te gaan duren. Maar zoals Louis ook al citeert, gaat Novacyt er nog steeds vanuit dat ze een goede kans hebben op een goede uitkomst. Afstraffing van vandaag lijkt mij wat overdreven, maar ik begrijp de frustratie vanuit zittende aandeelhouders die er nu echt klaar mee zijn en de boel buiten boord gooien ook wel.
Egomarinus
0
quote:

Egomarinus schreef op 22 april 2022 07:57:

[...]Zeg je dat nu ook over een theoretische opening op 1,97?
Het kan verkeren.

i.imgur.com/iEsikM8.png
Heeft iemand hier zijn gewenst kooppunt aangeduid?
Toeval of niet, er blijkt een goede steun te zijn op €1,97 dat 2 beursdagen geleden als theoretische openingskoers te zien was..
DeZwarteRidder
1
Tjonge jonge, dit bericht hakt er flink in........!!!

Nu al 1,92.

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Detail

Vertraagd 26 apr 2024 09:55
Koers 0,781
Verschil -0,015 (-1,88%)
Hoog 0,800
Laag 0,781
Volume 22.836
Volume gemiddeld 178.534
Volume gisteren 131.739

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