Aandeel Novacyt PSE:ALNOV.FR, FR0010397232

quote:

DeZwarteRidder schreef op 31 januari 2021 14:28:

[...]
Je krijgt van ons een seintje als er weer een crash aankomt.............

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RW1963 schreef op 31 januari 2021 17:22:

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Fijn. Graag ruim van te voren en niet te laat ;-)

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friendlyone schreef op 31 januari 2021 17:23:

Antwoord GM op mail aandeelhouder

Hi R

Thank you for your email below and I certainly recognise some of the monikers at the bottom of your email although I try to refrain from reading the forums these days.

Novacyt has come (very quickly) from humble beginnings and as CEO I have tried to position the business in very difficult times to focus on delivery, not on hype. We continue to do this and we are building the foundations for a significant diagnostics business by ensuring we deliver performance, create expectations that can be realised and not to ramp the business. I know many companies that may have a different philosophy but in my experience hype without substance will always end up in misery.

I understand completely the balance between regulatory reporting and the PR for investors. We will never satisfy the latter but I can assure you we will always comply with the former.

The RNS Friday was a Trading Update. It was not meant to provide an operational review and certainly is not the platform to discuss future strategy. When we are ready to reveal this we will do so along with the usual R&D updates, product launches and other significant news.

However, at the end of the day with a 17% drop in SP despite our FY2020 performance means something can certainly be improved. However, it is not just a question of communication/PR. The issue is how to reconcile protecting its competitive position whilst trying to satisfy a largely retail shareholder base some of whom are watching daily, hourly movements in share price across two trading platforms. An interesting challenge and one that is not easily resolved. Can we improve communications? Yes and we will do so in time but not without ensuring the business continues to delivers first.

Believe me the constraints we operate under particularly on AIM are frustrating at times. Whilst IMO our position on comms remains the right one from many different perspectives I totally understand this does not help us whilst we have such a large disparate group of shareholders and we continue to trade on junior platforms. That said, we may not always have this balance right and you can be assured as we grow there will be more resource ploughed into communications/PR but actually marketing as a whole.

Nobody knows how long the current window of opportunity will stay open for but my personal focus is to maximize this to the benefit of the Company today so we can build the foundations to deliver a post-COVID exciting diagnostics company. When we are ready this will be revealed including our organic and inorganic investment plans.

I take your feedback constructively and with sympathy to the concerns.

I really appreciate the support Novacyt receives and with this support we will continue to try to do the right thing during our growth journey.

Thanks again,

Graham

quote:

trab33 schreef op 31 januari 2021 17:13:

[...]
als je al gevonden hebt dat er buiten UK al bijna geen omzet gedraaid is zal je ook kunnen uitvogelen dat de q16 en q32 machientjes op de lange baan geschoven worden om verschillende redenen .
1 )Relatief duur in aankoop .
2 ) te arbeidsintensief .
3 ) uitkomst testen duurt nog te lang .
4 ) er komen ondertussen snelle veel goedkopere tests op de markt .
5 ) Ze zetten momenteel vol in op vaccineren .
6 ) De q16 en q 32's heeft de concurrentie ook en deze zijn compatibel met de tests van novacyt alsook andersom .

quote:

Opstapelen schreef op 31 januari 2021 17:40:

Had ook niet verwacht dat je dit top zou vinden Bart
Glas is niet half leeg maar gewoon leeg.

Natuurlijk deelt hij geen nieuws via een antwoord op een belegger .
Ik vind het: post covid foundations , mooi om te lezen
Hulde voor een ceo die zijn stinkende best en natuurlijk wel hier en daar steekje laat vallen.

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trab33 schreef op 31 januari 2021 17:44:

[...]
lijkt wel de tweelingbroer van Onno , misschien post hij hier binnenkort ook wel

quote:

friendlyone schreef op 31 januari 2021 17:23:

Antwoord GM op mail aandeelhouder

Hi R

Thank you for your email below and I certainly recognise some of the monikers at the bottom of your email although I try to refrain from reading the forums these days.

Novacyt has come (very quickly) from humble beginnings and as CEO I have tried to position the business in very difficult times to focus on delivery, not on hype. We continue to do this and we are building the foundations for a significant diagnostics business by ensuring we deliver performance, create expectations that can be realised and not to ramp the business. I know many companies that may have a different philosophy but in my experience hype without substance will always end up in misery.

I understand completely the balance between regulatory reporting and the PR for investors. We will never satisfy the latter but I can assure you we will always comply with the former.

The RNS Friday was a Trading Update. It was not meant to provide an operational review and certainly is not the platform to discuss future strategy. When we are ready to reveal this we will do so along with the usual R&D updates, product launches and other significant news.

However, at the end of the day with a 17% drop in SP despite our FY2020 performance means something can certainly be improved. However, it is not just a question of communication/PR. The issue is how to reconcile protecting its competitive position whilst trying to satisfy a largely retail shareholder base some of whom are watching daily, hourly movements in share price across two trading platforms. An interesting challenge and one that is not easily resolved. Can we improve communications? Yes and we will do so in time but not without ensuring the business continues to delivers first.

Believe me the constraints we operate under particularly on AIM are frustrating at times. Whilst IMO our position on comms remains the right one from many different perspectives I totally understand this does not help us whilst we have such a large disparate group of shareholders and we continue to trade on junior platforms. That said, we may not always have this balance right and you can be assured as we grow there will be more resource ploughed into communications/PR but actually marketing as a whole.

Nobody knows how long the current window of opportunity will stay open for but my personal focus is to maximize this to the benefit of the Company today so we can build the foundations to deliver a post-COVID exciting diagnostics company. When we are ready this will be revealed including our organic and inorganic investment plans.

I take your feedback constructively and with sympathy to the concerns.

I really appreciate the support Novacyt receives and with this support we will continue to try to do the right thing during our growth journey.

Thanks again,

Graham

quote:

W4ik schreef op 31 januari 2021 17:55:

[...]

Jesus trabke, als je op een aandeel p(i)st, moet het perse volledig in zijn gezicht en helemaal leeg?!?

Ik begin de comments van DZR te waarderen..

Ono verkocht zijn aandelen..
Graham kocht meer..

Mvg..

quote:

trab33 schreef op 31 januari 2021 17:42:

[quote alias=Galapapositief id=13146796 date=202101311737]
[...]

Ik mis de link tussen de omzet buiten de UK en de prijs van de Q16 en de Q32.

je wilt het gewoon niet zien!!!!! schrijf anders een mail ,ze zullen het u haarfijn uitleggen

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trab33 schreef op 31 januari 2021 18:00:

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Tot nu toe is dit niemand gelukt en doe nochtans mijn best

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Galapapositief schreef op 31 januari 2021 18:03:

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Misschien wil niemand dit.

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trab33 schreef op 31 januari 2021 18:06:

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mijn negatieve aannames zijn geloofwaardiger dan jullie gepump