Yourgene Health Share Discussion Threads

[cottoner] 23/12/2021 07:11

Today's announced contract given a 'value' of £57.5M in bidstats.

[catch007] 15/12/2021 16:01

APAD: My YGEN holding is small in comparison to your own held in my growth portfolio the vast majority of my shares held in my income portfolio Sincerely hope the share price rises for you. Time for LR & co to step up to the plate if they agree share price undervalued and increase their skin in the game.

[hjb1] 15/12/2021 14:49

maybe even a few director buys too. He seemed to agree that now would be a good buying point, so get on with it chaps, hands in pockets LR/BH/HJ, management and others. Let's remember if/when they do buy it probably won't be in the millions like many seem to think.I don't think these guys are that wealthy to be able to just put their hands on multiple or tens of thousands of ££££.
I think the run rate is a little lower and they will be nearer £31/32m at year end. but £35m sounds good.

[apad] 15/12/2021 14:35

Lyn Dafydd Rees owns 1,037,902 shares

I've got more than that!

Next time you listen to him bemoaning the share price.........

apad

[catch007] 15/12/2021 14:33

Just watched the Investor Meet presentation always amazes me how few PI's take advantage of such opportunities, only 25 views!

Lots to like about the progress I was concerned about headcount ratcheting however the run rate is clearly delivering. Two Brokers forecasting around £27.5m FY revenue seems way out of sync when 8 months non audited is reported at £23m and we remain in a Covid sensitive world. At a run rate of £3m pm we would be looking at circa £35.5m FY Revenues.

Good questions from investors around share price and pleased to see plans for a capital markets day next March or April.

[birdie12] 15/12/2021 13:29

For me I will give it a bit more time to see what traction they get with the US. Shouldn't take too much longer to find out, hopefully by end of March.If Labcorp adopt it in any decent way then we could be getting somewhere.Throw in the other one then it looks exciting.

[twix386] 15/12/2021 11:04

Sell the company!Get 20p++ and end the years and tears.

[bobaxe1] 15/12/2021 10:37

Looking like new contracts going to by flying out over the next few weeks with omicron causing havoc

[redartbmud] 14/12/2021 17:03

End March is the end of the fiscal year. The budgets will start again then. Not saying that it is the reason, but the government systems were established a few hundred years ago and don't appear to have changed since that time.

[hjb1] 14/12/2021 14:09

don't forget the presentation later today at 4.30.. time to ask them questions instead of on a bb.

[bobaxe1] 14/12/2021 12:04

And hilariously odx is up wonky Aim cesspit

[bobaxe1] 14/12/2021 12:03

Yep more great news, but its all negative to some

[mikethebike4] 14/12/2021 11:35

seems pretty good to me !

[sabre6] 14/12/2021 11:12

Could be extended from March

[catch007] 14/12/2021 11:06

New UKHSA contract bit of a damp squib runs only until March 22 and is basically a contract extension of first award unless I am mistaken!

[catch007] 14/12/2021 10:59

Broadly in line with expectations:

As MJ has commented cashflow neutral is encouraging however cash has dropped to 4.7m due to higher admin costs and earn outs.

Good to see another framework contract awarded - details awaited and more to come?

Covid volumes remain strong and will drive revenues to year end. Not sure if margins are eroded as testing costs have fallen in market.

Move to mobilisation of pipeline in US should deliver medium term benefits. Disappointing to note US diagnostic partners names remain under curfew.....investors need to know this key information.

Focus on building existing businesses is interesting as Lyn Rees has acquisitive intentions. I would prefer building current business by scale and net profitability for the time being.

SP seems to be disconnected from a solid growth story a hold for me rather than further additions until direction of travel becomes clear.

All in all several positives from todays RNS GLA

[folderboy] 14/12/2021 08:51

Read & re-read that RNS. Added.

[twix386] 14/12/2021 08:45

Well said NgenUsual pre rns rise and post rns retrace. It's as regular as day follows night.Need material news with full details. Await US names and promise of further news to come. Sigh! So predictable, so I did!!!

[birdie12] 14/12/2021 07:58

Looks like they have been told no more dilution as they report that future funds will be through other channels and not dilution, so good news there too.

[melton john] 14/12/2021 07:51

Cash flow improved from outflow to neutral. One of my top concerns with small caps is repeated fund raising and dilution. Covid testing is going to be around for sometime yet and revenue from testing will compensate for effects on core business.

[bobaxe1] 14/12/2021 07:41

Great rns what's the expected uplift here

[ngen yap] 14/12/2021 07:26

FY expectations lifted again.COVID testing continues.New govt sequencing contract.Growth returning to core business.Looks solid to me.All the best.

[bobaxe1] 13/12/2021 13:31

High volumes and a large red buy, the plot thickens

[catch007] 12/12/2021 13:34

I am hopeful that on Tuesday we will get a progressive update from YGEN. The run rate for testing I suspect remains very strong and testing volumes will be driving revenue growth. I note several Covid testing stocks AVCT, ODX etc have been marked down heavily in recent months and Covid sentiment may well have also impacted YGEN share price though it is not a one trick pony with a strong NIPT business.

Looking for some positive framework news as it has been a 4 lot damp squib to date and also confirmation of US partners will be helpful. Unfortunately we may see further delays in global business growth with further Covid restrictions being imposed. Hoping that we may see recovery from the 12p range on the back of results. GLA