Yourgene Health Share Discussion Threads

[parsons4] 13/8/2021 08:13

Bought in again yesterday, just a small holding. They do seem to be getting there at last, quite an impressive presentation .

[best1467] 12/8/2021 21:10

Thanks Birdie 12 very interesting listen if the CEO delivers on the confidence shown then the next 6/12 months should be extremely reward from these levels

[ikeadave] 12/8/2021 19:25

Yeh, I saw that message too but it appears it was! I missed the first few minutes so caught up with those later.

[supernumerary] 12/8/2021 18:58

Ah OK - thanks all. I just noted when I first looked at it in the last 2 or 3 minutes it was on that there was a message 'This conference is not being recorded' or words to that effect, so I abandoned hope. Too soon it seems...

[ikeadave] 12/8/2021 17:25

I can still log in via investor meet and watch it ..

[supernumerary] 12/8/2021 17:03

Today's presentation wasn't recorded, so anyone who missed it (like me) has lost their chance. No idea why not - saving the pennies? A shame though...

[best1467] 12/8/2021 16:38

I’ve listened to yesterday’s presentation but don’t seem to able to pick up today’s detailed update

[birdie12] 12/8/2021 16:30

Ngen, fully agree. Framework orders next I reckon.

[ngen yap] 12/8/2021 15:58

Yes I did, and asked lots of questions including the goodwill impairment piece. All answered very well. I really like what I heard and never been more confident. If our share price is not higher than where we are today in the days, weeks, months to come, I'll give up investing! :-))We should be seeing the upward trajectory in business size from hereon. Really like the US expansion piece, and tech v services, and investments made.

[birdie12] 12/8/2021 15:26

anyone tune into the presentation? Really good, best one so far. 22k tests last week and capacity for 200k a month now. Hopefully we might get at least one govt framework contract in the next week or two.So much content/info I will need to go over it a couple of times to take it all in.
He was so keen to tell us about the 4 US big blue chips they have signed with, but is gagged at this point. We will find out in due course no doubt.
They both looked relaxed and confident. Great stuff!

[folderboy] 12/8/2021 11:04

Just added 10,00 shares and now think I will remove the sell% and buy% columns from my monitor - totally pointless and, very often, highly misleading.

[twix386] 11/8/2021 18:25

Good buying oops are ten a penny.What about a good selling opp - once a decade!

[sabre6] 11/8/2021 16:56

Good buying opportunity then!

[donaferentes] 11/8/2021 11:50

You can tell that, on balance, it was good news - because the share price has fallen!

[sabre6] 11/8/2021 11:32

I don't think the results are to bad looks like Ygen will end up fairly well this year

[catch007] 11/8/2021 11:03

abbot: Excellent post Thank you

The most interesting part for me is that YGEN are very active in some of the Framework tenders. Just one or two contractual awards could be transformational to revenues and of course YGEN are a player in all framework lots.

[phatomtraider] 11/8/2021 08:02

Adequate basically sums it up. They reduced their revenue forecasts in Feb '21 to between £18m to £20m. Today they came in at £18.3m. Same Jam tomorrow BS with Q1 results being highlighted to indicate a higher revenue return next year circa £25m+. But that is already what has been announced by Co in previous RNS, and you'd have to factor on the extra dilution.

[folderboy] 11/8/2021 08:00

That says it all! If my average was 13p I would be happy.

This year? Does look more promising. Suspect a small tick up - but what the heck do I know - obviously not a lot given what I paid for these.

[donaferentes] 11/8/2021 07:57

Nobody got anything to say in results. Not exactly rocket fuel, but adequate if I hadn't overpaid for my shares at 17p :(.

[donaferentes] 11/8/2021 07:56

What dilution - less than 1/700!!

[phatomtraider] 11/8/2021 07:46

Think I mentioned to look out for the Earn Out fee coming on the 26/7. Perhaps the reason for the share price weakness has been knowledge of this dilution. Problem is that LR has paid too much for these companies and the revenue returned doesn't compensate for the incredible dilution that we've seen.

[toyin] 09/8/2021 07:44

Ygen doing an investor meet on the 12th @ 2pm if anyone is interested.