LVT1 schreef op 24 november 2020 16:12:
Ik ben pas een uur geleden begonnen met bijlezen ......( In duitsland gaan wandelen!)
Vanop London South East - forum (onder het motto: beter goed afgekeken, dan zelf slecht uitgevonden) geef ik u enkele interessante posts:
Van HarChris:
Titel:
We don't need testing to continue forever"I don't think investors understand that what's happening now was always going to happen. Yes the headline news suggests that vaccines might be more effective than we originally expected, they may have arrived slightly sooner than we expected also. But they were always coming. At least we bloody hoped so or we'd never have returned to anything close to normal.
There are now
two big questions, with the second being the more important one:
(i) How much money will we have in the kitty once peak testing is over?
(ii) What will the 'new normal' look like? Surely all this talk of building a diagnostics sector fit for purpose can't be ignored the moment a vaccine is rolled out? Where will novacyt fit in...
A combination of these factors will determine what happens to novacyt two years from now, whether or not they do become a midcap company worth 5, 6, maybe 10 times what it is worth today."
Als antwoord daarop: Van Bluelight
"I don't think long time investors have any doubts HarChris. You wont hear much complaining from the usual faces who've been around and seen it before. Fundamentals are sound, and for me I just buy on dips at set amounts as I'm more than comfortable with the companies position, particularly so at this low valuation. The toing and froing with be from short term traders, and punters, oh this news is super bullish, oh no this is awful, blah blah. In the meantime NCYT goes about earning more each day and filling the bank account. if you cant afford to be down 20% on here, or get uber excited when its up 20% then shouldnt really be involved in it in my view."
Wijze praat!!