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Meta Tay Profile picture
Meta Tay
@TaylorQuant
Novacyt investor / FinTwit account covering #NCYT. Currently working. Still invested. Message me if interested in continuing coverage at the Insider.
Apr 15, 2021 • 24 tweets • 5 min read
Novacyt has over 550+ tests.

So why haven't they been doing billions in revenue like their peers, and why are we expecting them to go mid cap like other diagnostics companies, now.

What's changed and why have investors been backing sustainable mid cap revenues?

#NCYT #ALNOV When Novacyt acquired PrimerDesign in 2016, it was for their portfolio of tests and the talent within that team.

However those tests were research use only (RUO), and PrimerDesign themselves were not structured as a business that could sell into the clinical use market.
Apr 13, 2021 • 14 tweets • 4 min read
Extremely bullish by SourceBio this morning.

Novacyt is always extremely conservative with market communications, though they're at two different stages. Novacyt is making mid cap money, but talking like an uncertain micro cap in RNS. Hence the chaos.

But..

#NCYT #ALNOV Image If you look at non-market facing communications from @NovacytGroup at the moment. They're extremely bullish and confident about who they are and what they're doing.

Led the way on swine flu, covid and the horse meat scandal. Strong USPs. Image
Apr 12, 2021 • 12 tweets • 3 min read
Bad spells are a show of character. You learn about people from it, on all sides of the equation.

Same with the brokers' reactions

SP Angel actually did the decent thing and held back from putting out a target until Mullis has had a bit more time to update them 👍

#NCYT #ALNOV Image Numis taking a moderate view, which although ridiculous around £5.70 for a company like this - they are starved of info on the next product and revenue streams, so can't fault them too strongly until sustained revenues are made official.
Apr 11, 2021 • 23 tweets • 5 min read
Some great discussion and writing going around today. Hate to repeat a tweet but Friday really has made investors and potential investors take a step back and put #NCYT under the microscope.

Not everyone posts on main feed though.

Copying this from @duncanhallas.. Because it mirrors my feelings strongly about M&A right now. Some food for thought.

Duncan: "The more I think about it the more I don’t want NCYT to make a small bolt on acquisition at a very high premiums.
Apr 10, 2021 • 24 tweets • 6 min read
Not a huge horse racing fan, but Rachel's amazing.

Her jersey, not so much.

Makes you realise though...

#NCYT #ALNOV #NVYTF That all the main players have an advertising budget. I notice it because of the website. But Roche, Thermo, Qiagen etc are always there in my face. Constant ad spend, even on low volume blogs..
Apr 9, 2021 • 16 tweets • 4 min read
So that's it. We can all move on now from the DHSC albatross around Novacyt's neck.

People selling off, shorts and MMs sticking the knife in.

But after that settles, we've actually got some good material in this RNS.

#NCYT #ALNOV #NVYTF Image We have multiple COVID-19 LFTs coming.

Now confirmed by RNS so we will have a complete revenue stream for COVID-19 that only large caps like Roche have managed to output.

We actually will have a wider range than some large caps ie. Thermo & Perkin Elmer.

Very impressive.
Feb 24, 2021 • 20 tweets • 5 min read
Major flex by Novacyt today in response to ridiculous market conditions.

Decentralised testing flex.
Centralised testing flex.
LFT flex.
Validations flex.

Non-covid roadmap in Q2 will get the hype train moving shortly too.

#NCYT #ALNOV #NVYTF

londonstockexchange.com/news-article/N… As always with a Novacyt infodump it takes weeks for the gravity of it to settle. All this tech will be realised in 2021+ in terms of revenues and growth. But it's all in there.

Initial thoughts?
Feb 1, 2021 • 27 tweets • 5 min read
Novacyt.

Coming clean.

There's a deceit that goes around the social media game when it comes to pushing stocks and many of us are admittedly a part of that.

#NCYT #ALNOV #NVYTF The 1st deceit is the lack of emphasis on how extremely volatile the market is for any particular stock on AIM - it only really gets discussed after the fact, like today for example.

30% and 40% swings in a week is extreme.
Jan 31, 2021 • 5 tweets • 4 min read
#Zwift Meetup 4pm today 🚴🚴‍♂️

We're testing a group meet where you can do any workout or training plan you like, yet the group stays together using the new Meet Up Keep Together function!

#NCYT #ALNOV #NVYTF

This hack:
zwiftinsider.com/zwift-meetup-g… If you fancy doing 3 or 4 workouts a week, load up a plan that suits you and stay motivated by joining the Meet Ups at 5:30pm Tuesday and Thursday then earlier rides Sat & Sunday. Times could change this week to group's preference though.
Jan 19, 2021 • 9 tweets • 4 min read
World Economic Forum: Global Risks Report 2021

Each year world leaders meet to assess and vote on global risks for the years ahead. This year they met in the middle a pandemic.

#NCYT #ALNOV #NVYTF #NOVACYT Leaders were asked to assess the *Likelihood* of risks, while also assessing the *Impact* of each global risk on a scale of 1 to 5.

1 representing a minimal impact and 5 a catastrophic impact.
Nov 16, 2020 • 19 tweets • 7 min read
NOVACYT

Good question.

#NCYT has been installing Q16s and Q32s weekly now in the NHS, so what they've done with the care home trial is expand it now to include the NHS hospitals.

#ALNOV #NVYTF #GDR #AVCT #N4P #FEVR #GSK #HCN #ABC #QGEN #DDDD #RMS The care home Q16/Q32 trial held up to lab testing.

Excellent.

What happens if you go all-in, and get data from supply to hospital wards too?

Well if it can hold 99%, then you can approve rapid RT-qPCR machines as permanent installations across the entire NHS and social care
Nov 14, 2020 • 8 tweets • 4 min read
NOVACYT

Time's ticking.

Flu season is coming and lockdown is ending with a 20k+ per day infection rate in the UK

We support @PrimerdesignLtd over other companies because we believe in their earnest work and the quality of their innovation.

#NCYT #ALNOV #NVYTF #SNG #GDR #AVCT As investors and traders we can easily take money and put it into a whole host of stocks which we think might 'bag or multi-bag' - just to make money - even though we don't really know or genuinely care for those companies or products.
Oct 7, 2020 • 9 tweets • 3 min read
NOVACYT

Professor Jo Martin in the picture below is hard at work finishing off the report and recommendations for NPT Care Home testing in the UK.

She is one of the UK Gov's advisors at the DHSC and Head of Pathology.

Here she is with #NCYT Q16.

#ALNOV #ODX #GDR #AVCT #SNG Image The Novacyt Q16 she's holding in her palm is small yet it can perform 14 Gold Standard tests in an hour (average throughput of around 4mins per test).

However the CEO said last week they have a NEW innovation for it. They're going speed it up and simplify it even more.
Oct 5, 2020 • 4 tweets • 3 min read
NOVACYT

Market cap, as pointed out by a hedge fund last night, is

"Currently lower than expected cash in bank come June 2021"

Find ANY other company on the stock market in that situation and post here. #NCYT is a once in a generation stock.

#ALNOV #ODX #AVCT #GDR #SNG #N4P If investors don't understand what that means, it means that Novacyt will eventually re-rate come 2021, and it will have a market capitalisation of 1 to 2 billion and keep growing.

To miss something so obvious, you will never have any credibility