Yourgene Health Share Discussion Threads

[pharmaboy3] 12/5/2021 14:51

1.4M just gone thru

[hjb1] 10/5/2021 10:35

Not good for Clarigene sales!!

[jfw] 10/5/2021 09:46

Why not stay at home and keep money in this country.

[donaferentes] 09/5/2021 20:43

Also, going to eg France, you have to arrive with a negative PCR test. HMG are not going to pay for that.

[donaferentes] 09/5/2021 20:42

You have to buy test to release to accelerate release from quarantine.

[ikeadave] 09/5/2021 19:56

Maybe because LFT’s aren’t accurate? Or because you can’t use a government PCR test for travel / holidays?

[maxplus2] 09/5/2021 18:32

£65 seems expensive. Why not use use the Government's free anti gen test kit which is free?

[hjb1] 08/5/2021 19:29

Good exposure for sales of Clarigene.

[ngen yap] 07/5/2021 16:19

Looks like seller cleared. Let's motor forward now, augmented by more commercial developments.....

[twix386] 05/5/2021 15:40

This one expected for months!!

[hjb1] 05/5/2021 15:28

There's always contracts expected for months, nothing new!

[twix386] 05/5/2021 15:00

That's because you don't know bakky.Been expected for months I gather.

[hjb1] 05/5/2021 14:37

US contract delay,...is it?? Never knew there was a time set on it other than BMD?

[twix386] 05/5/2021 09:08

Dan called this well!Another buying opp and disappointing show. US contract delay is systemic to my collective experience whereby we get back to where we started - whenever it does arrive! Timeframes are very elastic and notoriously unreliable and late.Welcome to the club Dan.

[twix386] 30/4/2021 09:51

LolYes, another week and month passes by while the latest delivery elastic has been stretched taunt. At least it should arrive in May one hopes!

[twix386] 30/4/2021 09:20

*should be* onwards and upwards from here.Awaited US contract must surely be May 2021!

[hjb1] 29/4/2021 19:57

catch007, yes Ygen wouldn't need a very big % of that £22Bn to be absolutely snowed under. I suppose if they were to do 10k+ tests a day, then they could be close to £100m rev a year for that alone.
They have obviously outsourced the overspill in capacity, but even so, big numbers.

[catch007] 29/4/2021 19:15

Apad: The HSBC selling info is interesting thank you. Looks like you are hoovering up their sales with your buys. Good luck to you (and us of course).

I still view this as a long term hold and have been adding now and again. Hjb1 and I share a view on the framework agreement, whilst the major players will get the bulk of the tender awards even a small fraction of the total 4 lot value 0.5% would still be hugely material to YGEN. I suspect they have priced low to win volume hence been included in all lots....we will see as call off contracts are announced. YGEN are in it so may win it in time!

[apad] 29/4/2021 16:57

My pleasure, IkeaDave.

There is clearly a degree of risk, but my judgement is that the negative side is more likely to be one of delay. Still, I have been wrong before.

apad

[ikeadave] 29/4/2021 16:36

Apad, many thanks for sharing the info!

[apad] 29/4/2021 16:06

One might view any action HSBC took as entirely beneficial 😊
Anyroadup I went in balls out this morning, buying six times.
Slaughter a goat for me!
apad

[hjb1] 29/4/2021 16:00

HSBC hold shares themselves apparently?

''yes they are. HSBC Global Asset Management currently hold 6,630,630 shares''.

[hjb1] 29/4/2021 15:59

apad, cheers!

[apad] 29/4/2021 15:59

IkeaDave.

"Looks like most of the notifiable holders have been adding to positions recently, HSBC the only sizable seller of note and with banks its difficult to tell exactly what the motivation could be. It could be private clients re-positioning or the bank hedging."
"It certainly isn’t us, we have been adding so most of our clients are long.
I just checked to see what is being bid for out there at the moment and it’s reasonably well bid =- Berenberg look like the biggest buyers."

That's all I have.
apad